RESOURCE SPOTLIGHT

How to save even more time with templates

Whether you like to learn independently or with a live expert, we invite you to take advantage of these resources. Learn about user permissions and use cases, evaluation and preparation, and how to create a template step by step.

• Begin your self-paced template course
• Sign up for a complimentary 90-minute virtual session
• Host a private onsite training with DocuSign's experienced Product Trainers

TIP OF THE MONTH

Boost your efficiency even more by including multiple templates in a single DocuSign Envelope. Signers who receive a “packet” of documents made this way will be more inclined to sign them faster, and of course it’s easier for you!

Simply create separate templates for each document in the “packet”, but make sure to choose the same Placeholder Role Name, Role Action and Routing Order for the signer(s). When two or more templates contain matching signer elements, DocuSign automatically merges everything together into one envelope. There’s nothing more for you to do.

Additional pro tip: If your templates contain different workflows, be sure to stagger your routing order for proper merge order (ex. Template #1 = 1, 5, 10, 15 and Template #2 = 2, 6, 11, 16)

CUSTOMER CORNER

Michelle, Professional Services Department Head, serves as the Administrator for all DocuSign teams in her company. When describing her role, she has two relationships with Docusign: internal usage and customer implementations.

The first relationship involves internal use cases, as Michelle sends quotes, estimates, and contracts for her team. Her templates include rates, terms and conditions, as well as project details that may change based on the end user. When creating a signing order, Michelle includes a notification to appropriate parties and the Accounting Department. And, since she doesn’t always know all the signers needed for a given document, she may include the ‘update recipients’ action, so recipients themselves can add any remaining signers.

The second relationship is within her team’s client-facing work. Not only does Michelle use DocuSign internally, her team implements DocuSign within its own product, Sales Simplicity. (It’s a sales and CRM solution for home builders.) The Professional Services team implements DocuSign templates for its own customers, and uses automatic anchor text and tags to further customize clients’ templates.

What’s the one piece of advice Michelle would give other Admins? "Always get your team’s input when creating templates! When setting up DocuSign— or any other software — I keep my internal users in mind, and try to make their jobs easier. As an example, I remove extra noise by only giving permissions to those folders and documents that matter to each respective user. You can create the cleanest user experience by working closely with your internal stakeholders. This way they think of DocuSign as their friend, not as yet another software they need to manage."

Whether it’s internally or working with clients, Michelle uses the power of DocuSign templates to make her team, and clients, more efficient and successful.

UPCOMING EVENTS

Attending Dreamforce? Stop by some of the following Admin sessions to meet us live.

Dev:our: Lunch

DocuSign Booth: Trailhead Area #1

Getting Started with DocuSign for Salesforce

eSignatures: Extending DocuSign for Salesforce Administrators

DocuSign Labs: How a Real Customer Successfully Enhanced its System of Agreement

DAILY VIRTUAL WORKSHOP DIGEST

Did you know that DocuSign has, not only weekly, but daily virtual workshops? Join us every day, maybe even more than once, to learn how to take your DocuSign knowledge to the next level.

Join us next week:

Or, find all upcoming classroom and future virtual workshop sessions here.

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