Tips from Docusign

Do you understand the differences between correcting, voiding, and deleting an envelope and when it makes sense to take one action over the other? Did you know these options even existed? Don’t worry; we’re here to help. Here are the basics of each envelope action: what it does, who performs it, and a few examples of why you might correct, void, or delete an envelope.   ✅ Correct Correcting an envelope is a great feature to use if you send an envelope and notice there are any errors. An envelope correction is performed only by the envelope’s sender/owner. Recipients cannot correct an envelope.  Correcting an envelope is allowed at any time as long as it is still in progress or not yet in the “completed” or “

Welcome to Tips From Docusign!We’ve created this space to be your go-to resource for expert tips and tricks to help you save time and maximize your Docusign experience.Starting in mid-September, Docusign University instructors will share valuable tips every week. In the meantime, get acquainted with these experts through their introductory posts—these are the faces you'll see regularly around here!Once the tips start rolling in, we encourage you to engage with the posts by sharing your questions and feedback in the comments. Our instructors are eager to hear how the tips are benefiting you and are committed to ensuring that the content is both useful and relevant.

 We’re excited to introduce you to Docusign University instructor Erik Engelstad. Over the weeks and months to come, you’ll see Erik posting helpful tips & tricks that help you get the most out of Docusign.Erik Engelstad is a Norwegian Technical Product Trainer who has worked for Docusign since March 2021. After having spent most of his life in Belgium where he received his education in French, he moved to Dublin, Ireland in 2005.Erik has advanced knowledge of the Docusign eSignature and Contract Lifecycle Management (CLM) products and delivers courses in either English or French but always with passion!Outside of work, Erik loves spending time with his two kids, sea swimming year round, scuba diving, table tennis and bullet chess.  

 We’re excited to introduce you to Docusign University instructor Glen Steinhardt. Over the weeks and months to come, you’ll see Glen posting helpful tips & tricks that help you get the most out of Docusign.Glen Steinhardt is a Technical Product Trainer residing in Raleigh, North Carolina. He brings to Docusign extensive technical knowledge and training experience gained throughout his career in the Webhosting, Supply Chain, and eProcurement industries.Glen enjoys empowering his students with product expertise on eSignature and CLM. He is proud to share his Agreement Cloud knowledge as a Product Specialist in these areas and is equally as excited to show his learners how they too can become a Docusign Product Specialist through the earning of Docusign Specialist Accreditation badges. Outside of work, Glen is an avid tennis fan and player. You will find that his training often incorporates tennis lingo and players in his product demonstrations. Glen has a lif

 We’re excited to introduce you to Docusign University instructor Markus Duesterhoeft. Over the weeks and months to come, you’ll see Markus posting helpful tips & tricks that help you get the most out of Docusign.Markus Duesterhoeft is a Sr. Technical Product Trainer based in Dublin, Ireland. Since joining Docusign in September 2022, he has been dedicated to empowering individuals through specialized virtual training in eSignature, Contract Lifecycle Management (CLM), API, automation, and other innovative technologies within the Agreement Cloud.He is proud to hold certifications in various Docusign and Salesforce specializations, enhancing his expertise to guide you towards becoming a Docusign Product Specialist.Fluent in both German and English, he takes pride in fostering a strong trainer-student relationship, providing personalized learning experiences. Beyond the virtual training room, he loves exploring the world with his wife, making a positive impact

 We’re excited to introduce you to Docusign University instructor Vinícius Tadeu Rodrigues. Over the weeks and months to come, you’ll see Vinícius posting helpful tips & tricks that help you get the most out of Docusign.Vinícius is a Sr. Technical Product Trainer at Docusign University. He works at the Docusign subsidiary in São Paulo/Brazil, the same city in which he was born and grew up. He speaks in Portuguese (native), Spanish, and English.He has been working at Docusign since April 2018, beginning his journey leading the Technical Support team. He later became a product instructor in 2022.He has internal certifications for eSignature and CLM products and can work with different types of integrations (such as Salesforce, REST API, Webhooks, Google, Slack, and Microsoft).Vinícius considers himself an (almost) amateur sportsman. He loves to practice sports, mainly those that involve some type of ball, such as soccer, tennis/beach tennis, volleyball,

 We’re excited to introduce you to Docusign University instructor Chessie Aleman. Over the weeks and months to come, you’ll see Chessie posting helpful tips & tricks that help you get the most out of Docusign.Chessie Aleman is a Technical Product Trainer on the Docusign University team. She is based out of Philadelphia, Pennsylvania. Chessie has been with Docusign since November 2020.Chessie has been in Learning and Development within the SaaS space since 2016. Chessie delivers training sessions on both the eSignature and Contract Lifecycle Management products.Outside of the workplace, Chessie is an animal lover. She enjoys spending time outside and at the beach with her dog, family, and friends. 

 We’re excited to introduce you to Docusign University instructor Stephen Whitaker. Over the weeks and months to come, you’ll see Stephen posting helpful tips & tricks that help you get the most out of Docusign.Stephen Whitaker is a Technical Product Trainer “from West Philadelphia born and raised, on the playground is where he spent most of his days!!!” (Does anybody get that?), but currently residing in Bear, Delaware. He has worked for Docusign since 2022.He brings 20+ years of technical training experience from multiple industries such as Pharmaceutical, Health Care, Taxing, and Automobile.Upon joining Docusign University in 2022, Stephen has gained a wide array of knowledge on all things eSignature including Templates, Web Forms, and PowerForms as well as a wide array in Contract Lifecycle Management (CLM) and Building Work Flows.Outside of work, Stephen enjoys spending time with his children. He is also an avid traveler, whether it is a quick we

 We’re excited to introduce you to Docusign University instructor Kelly Gatling. Over the weeks and months to come, you’ll see Kelly Gatling posting helpful tips & tricks that help you get the most out of Docusign.Kelly Gatling is a Senior Technical Product Trainer born and raised in sunny Myrtle Beach but currently residing in Washington, DC. She has worked for Docusign since 2019.At Docusign, she has previously worked as a Senior Product Consultant for Professional Services where she helped customers implement CLM & eSign solutions before joining Docusign University (DSU) in 2021.Kelly brings extensive CLM implementation experience to her classes. In addition, Kelly has a wide array of knowledge around the Docusign products and integrations of eSign, eSign + Apex, Salesforce + CLM, and Insights.Outside of work, Kelly considers comedy a full-time hobby and has taken classes at well known comedy institutions of The Second City Chicago, IO Chicago,

 We’re excited to introduce you to Docusign University instructor Alexandre Augusto. Over the weeks and months to come, you’ll see Alexandre Augusto posting helpful tips & tricks that help you get the most out of Docusign.Alexandre (Alê)Augusto is a Sr. Technical Product Trainer at Docusign University. He works at the Docusign Brazil in São Paulo capital, the same city in which he was born and grew up. He speaks and deliveries lectures, webinars, workshops and deep dive trainings in Portuguese (native), Spanish, and English.He has been working at Docusign since July 2018 as a Product Consultant in the Professional Services team delivering more than 300 projects for customers in all industries resulting in deep knowledge and skills of the eSignature product. In 2021, Ale started working as a Senior Product Trainer for eSignature and CLM products. After hours, Alê loves to travel abroad looking for learning from different cultures and taste typical local food.

 We’re excited to introduce you to Docusign University instructor Matt Farler. Over the weeks and months to come, you’ll see Matt posting helpful tips & tricks that help you get the most out of Docusign.Matt Farler has spent 9 years with Docusign, both within the Customer Support department and now as a Principal Product Trainer for Docusign University. He has a deep passion for empowering and enabling every customer he works with so they can transform their agreement processes and better understand the Docusign offerings and get the most out of the platform, with extensive knowledge of the eSignature and CLM products.  When not teaching, he is an avid baseball fan and film lover, and spending time exploring bars and restaurants with his wife Kiri around his native Seattle, Washington.