Hybrid Workplace Training Series: Docusign

Working remotely during the pandemic required the workforce to constantly adapt work processes and procedures and we all learned a great deal in this process. With a gradual return to campus and hybrid work we will need to continue to upskill in order to evolve as the nature of our work and our workplace evolves. The Hybrid Workplace series offers staff training in the available productivity and collaboration tools that will help contribute to individual and shared success in our new normal.

TRAINING VIDEO: Docusign Session  - Hybrid Workplace Training Series

Docusign is a tool that allows employees to initiate a document to collect relevant data, digitally sign and follow a workflow that replaces paper form completion and routing.  There is no need to print or scan and it is mobile friendly. 

Course objectives:

·         Docusign uses (Single Use & Templates)

·         Docusign framework (Webform, Docusign Dashboard & Email Notifications)

·         Docusign portal as a dashboard (Quick views & filters, docusign status and form review)

·         Docusign Do’s and Don’ts (Finish Later, Decline to sign, Corrections, etc.)

·         Initiate a DocuSign document

·         Download a DocuSign document

·         Advanced Features Overview (Overview for a future session)

Check out additional sessions from the Hybrid Workplace Training Series on demand 

Foundations of the Hybrid Workplace. The series includes the following sessions:

·        Webex: Messaging and Calling

·         Webex Meetings

·         Gmail & Calendar

·         Google Docs

·         Google Sheets

·         Google Slides

Strategic Planning for the Hybrid Workplace. The series includes the following sessions:

·         Webex: Messaging and Calling

·         Webex Meetings

·         Facilitating Hybrid Meetings

·         Leading Hybrid Teams

·         Surveys with Google Forms/Qualtrics

·         Docusign