We have multiple DocuSign templates each with a PowerForm. Each template has multiple different forms.
For training our users, we would like to use an in-application training tool so that information is readily available during signing. We do use ToolTip but have a need to display more information,reminders,alerts, etc.
I looked on-line and there are multiple ones. Is there one that works better with DocuSign?
Any information/recommendations will be much appreciated.
Thank you in advance for your help!
Best answer by Community Expert
A few options I have used and typically the departments select the option that fits the need....
1) Use "Notes". They can be added to a document and can be targeted to a Recipient. Notes also do not show on the final completed document.
2) Add extra documents to the envelope and use document visibility to determine who can see this extra set of rules or explanations.
3) Use DocuSign text field hyperlinks inside the document to open an outside resource or set of rules. Here is a DocuSign article that provides more information...
A few options I have used and typically the departments select the option that fits the need....
1) Use "Notes". They can be added to a document and can be targeted to a Recipient. Notes also do not show on the final completed document.
2) Add extra documents to the envelope and use document visibility to determine who can see this extra set of rules or explanations.
3) Use DocuSign text field hyperlinks inside the document to open an outside resource or set of rules. Here is a DocuSign article that provides more information...
Nothing much I could provide in terms of training tools outside of DocuSign University, which is what I primarily use along with documentation off the DocuSign Support and Community sites.
This isn't what you're asking for but, as David mentioned, there is also DocuSign University. It's not in-app but it provides educational modules to learn DocuSign componemts like PowerForms, etc. Clcik here to find out more >> https://support.docusign.com/en/docusignuniversity
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Back to Docusign.com
