Mini DocuSign Boot Camp

*Bring a laptop or tablet. This is workshop style class.

*You MUST have completed your tech setup questionnaire to attend this class.

Zoom Link

I’ll be doing my version of a quick and easy–how to get started–using DocuSign.

Here’s some steps to do before the class.

1. Login to your Command and DocuSign.
(if you have any problems, reach out to me ASAP. The day of the class is too late)

2. Have a Contact(you) entered with Name, Email Address, Phone Number.

3. Start an Opportunity for that Contact.

4. Go to the Documents tab, Pick a Checklist Type, and and click on Start A Transaction (picking DocuSign).

We will start from there.