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Docusign eSignature project managers, training specialists, and administrators often ask members of our Docusign Global Learning & Onboarding team (GLO) for best practices for training their company’s end users.
A skilled user group is essential to Docusign adoption within your organization and benefits your recipients’ / customers’ experiences too. Review the three steps below to help you build a structured learning blueprint to create knowledgeable and confident eSignature users. Our GLO experts also provided a quick reference guide to help you enable your team like a Docusign pro.
🎓 Step 1: Get to Know Docusign University
Docusign University (DSU) is a powerful resource that offers complimentary courses and webinars, along with paid deep-dive classes. In addition, role-based learning plans ensure senders, Admins, template builders, and reporting analysts have the tools to make your eSignature business case(s) successful.
👷 Step 2: Design User Training
Develop a prescriptive plan for training your users. Create realistic training timelines and define enablement success metrics. Make sure you have a thorough understanding of the business case, as it helps you outline the entire instructional experience.
🏁 Step 3: Confirm eSignature Proficiency
Have your users demonstrate their eSignature expertise after completing the appropriate DSU and company training activities. They should successfully prepare, send, and manage envelopes according to the business case workflow. Finally, consider the next steps for upskilling and creating specialists and certified eSignature users at your organization.
🧰 Additional Resources
Now, dive deeper into each of the three steps in DSU’s “eSignature User Enablement and Training” quick reference guide. The customizable guide recommends DSU coursework, best practices for drafting training, and how to test users' newly acquired skills.
This popular guide is also available in the following languages:
🤝 Share Your Experience
Help other Community members by sharing your onboarding and training pro tips. How were your end users trained? Are there any DSU webinars or courses you recommend for specific roles at your organization?
