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Mini DocuSign Boot Camp
September 16 @ 9:30 am - 11:30 pm
*Bring a laptop or tablet. This is workshop style class.
*You MUST have completed your tech setup questionnaire to attend this class.
To ensure the class runs smoothly and on time.
Here’s a few things you must do ahead of time.
Here’s a few things you must do ahead of time.
Login to Command, DocuSign and HAR (make sure logins and passwords all work)
Do these items before attending the boot camp.
Go through step 1-4 in these videos below to help.
Go through step 1-4 in these videos below to help.
1. Check and Connect NAR and TAR in DocuSign is connected.
https://youtu.be/zYB8Py7IPmY?
https://youtu.be/zYB8Py7IPmY?
2. Add yourself to Contacts in Command.
3. Start an Opportunity for yourself.
4. In your Opportunity, Start a Transaction and then Go to Transactions (it should open up DocuSign Rooms)
Videos for doing the above if needed.
Videos for doing the above if needed.
Here’s the zoom link (use the shortened and long link) for Friday’s DocuSign Boot Camp.
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