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You’re a busy person and there are times when you’re just simply not available to check your email to respond to a signature request on an important document. Your signature timing is critical and that document needs to be actioned right away, but because you’re away from your computer or phone, you just can’t get there in time and may potentially lose a customer or deal. Fortunately, Docusign has you covered with Delegated Signing! Delegated Signing allows you to assign another user in your eSignature account to sign a document on your behalf when you’re not available to do so. Take a look at this Trainer Tip below with Glen Steinhardt where he shows you how to configure this setting in your eSignature account to prevent this from happening to you! Additional Resources: To learn all about being an eSignature Administrator and a CLM administrator, please check out Instructor-led, Activity driven Deep Dive Courses available on Docusign University: eSignature Administration I eSignature Administration II Continue the Conversation Do you have any stories where Delegated Signing has saved the day? Share them with the Community so others can see what a benefit the configuration of Delegated Signing can be for you and your organization!

Are you unsure of the difference between voiding, correcting, or deleting an envelope? Unsure of when each action should apply, and how to approach situations in which the envelope you send may need to be altered or canceled? Watch this tip from Docusign University Product Trainer Matt Farler to gain a clear understanding of how to address these common scenarios and be able to manage your envelopes confidently: Key Takeaways: Voiding cancels envelopes entirely, and they can not be resumed. Correcting an envelope can be used to adjust envelope components for recipients that have not yet signed. Voiding and correcting are actions that can only be performed while the envelope is in progress. Additional Resources: Learn more about Docusign eSignature envelope capabilities in our Basic Sending Deep Dive course (requires Campus Pass)

Are you looking to streamline your document processes? Want to identify high-impact areas for digital transformation? Docusign University’s newest guide provides a valuable overview of Docusign eSignature applications across various industries and lines of business(LOB). Discover the top use cases for each, highlighting their implementation speed and return on investment (ROI). Implementation Speed: Quickly identify high-impact use cases to streamline your workflows. ROI Focus: Prioritize implementations that offer substantial gains for your organization. Cross-Industry Application: Explore use cases tailored to your specific industry, from Healthcare to Financial Services 🗺️ Navigating the Guide The use case guide features 15 industries and LOBs and their top five use cases. All of the use cases are based on the Docusign Professional Services team's analysis of real-world implementations, informed by their experience with thousands of successful customer projects. Review the relevant industries and LOBs for high-impact use case, then click to review the entire collection of use cases for your preferred business sector or department. 🧰 Additional Resources Once you’ve reviewed all the achievable ways to implement Docusign in your business, check out the following DSU training and enablement tools to get started: Video Playlist: Get Started with Docusign Webinar: Integrate Everywhere with Docusign eSignature Learning Plan : Send Agreements Industry-focused learning: Financial Services Healthcare Higher Education Life Sciences Public Sector 🤝 Share Your Experience What use cases have you implemented with Docusign? Are there any LOB or industry-specific use cases that are not included on our lists? Let us know in the replies below.

Got a busy week or weekend ahead? Why not schedule your Docusign eSignature envelopes to be sent in the future? With Docusign’s “Scheduled Send” feature, you can schedule your envelopes to be sent in the future based on a specific date and time of your choosing. To set up a Scheduled Send follow the below steps: From the Home page > Click Start > Envelopes > Choose to Send an Envelope OR Use a Template depending on your use case Add or fill in your recipients , customize your messaging > Click Next Drag and drop any necessary fields In the bottom right corner, click the arrow next to “Send” > Click Send Later Choose the Date and Time > Click Send Later When setting that date and time, the minimum is 30 minutes from the current time. The maximum is 30 days. Review the Time Zone. This is set based on your user preferences in your profile. The scheduled envelope will now appear in your Drafts folder under Agreements Tab - Note you can always click “Continue” on your draft and click Send Later again to update the scheduled send. Once the envelope has been sent, it will appear in your Sent folder under Agreements Tab Note : Scheduled sending is not supported for remote online notary. Part 11 accounts can use scheduled sending. Scheduled sending is supported for envelopes with a bulk send recipient. The schedule is applied to all envelopes in a bulk send batch. Additional Resources Schedule an Envelope to Send at a Future Date and Time Get Started with Docusign eSignature for End Users Webinar Continue the Conversation Have you utilized the scheduled send feature?

Getting help just got easier! Starting in March 2025, you’ll be able to submit a support case directly from eSignature, Maestro, Navigator, App Center, and Docusign Admin without leaving the product. This new feature will save you time by automatically adding important information to your support case. This means you get the help you need right when needed, with no extra effort. Learn more about contacting the Docusign Support Center: ✅ Check out this step-by-step guide + video on how to open a support case ✅ Explore 1,000+ self-serve resources in the Docusign Support Center Let us know if you have any questions in the comments👇

Do you want to learn more about how to leverage the power of Docusign eSignature? What about Docusign Notary or Docusign CLM or mastering the eSignature API? Docusign University ’s (DSU) user journey guides are designed to give you and your users a 5-step product and feature training and enablement roadmap. 1️⃣ Get Acquainted To kickstart your experience, it's essential to familiarize yourself with the products, features, and roles critical for their practical use. Docusign University offers a range of videos and learning paths designed to get you up to speed quickly. 2️⃣ Learn the Basics Next, DSU compiled a playlist of concise videos to deep-dive into the fundamentals of using our products and their features. Each video is designed to be quick and easy to review, averaging two minutes or less, and often includes captions in six languages. Depending on the product and functionality, there may be additional recommendations for learning plans and virtual training sessions. 3️⃣ Grow Your Skills Unlock your full potential with DSU’s comprehensive course catalog. Choose from self-paced courses, live webinars, and instructor-led training sessions designed to fit your schedule and learning style. DSU's curriculum is offered in multiple languages and across global time zones, ensuring accessibility for everyone. 4️⃣ Become a Pro Demonstrate your mastery and gain professional recognition by achieving Docusign Pro status. Earn up to 16 Pro badges, enabling you to highlight your skills on social media and within your organization. For advanced validation, consider pursuing an industry-respected Docusign Certification credential. 5️⃣ Integrate Everywhere Finally, improve your business processes by learning how other organizations leverage Docusign. Explore DSU’s best-practice guides , video playlists, and template library for industry insights, practical tips, and workflow optimization strategies. 🗺️ Choose Your Journey Docusign eSignature - Users and Administrators Docusign eSignature Template Builder Docusign eSignature API Developer Docusign Notary User Docusign CLM Administrator Docusign CLM Workflow Builder 🧰 Additional Resources Explore additional DSU offerings: Webinars Instructor-Led Training Video Library Template Library 🤝 Share Your Experience What aspects of your learning experience have you enjoyed the most? If you haven’t started your learning and enablement journey yet, what roadblocks have you encountered?