Master DocuSign in 3.5H

所在平台: Udemy

课程主页: https://www.udemy.com/course/the-complete-docusign-guide-in-2021-become-a-template-ninja/

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课程名称:3.5小时掌握DocuSign 课程概述:您是否是一名忙碌的专业人士,因文书工作浪费了太多时间?您是否对如何设置DocuSign感到困惑?生活太短暂,不值得与文书争斗;我为您创建了这门课程,以节省时间和金钱,帮助您快速获取准确的数据和签名。DocuSign是一个功能强大的工具,但由于缺乏方向,很多用户感到不知所措。我的学生在注册课程前,常常在YouTube或DocuSign支持页面上浪费了无数小时。 通过本课程,您将了解: - 如何将任何文档转换为DocuSign信封或模板 - 如何使用DocuSign节省时间并高效构建文档 - 如何为您的客户创造最佳签名体验 - 如何在向多个收件人发送文档时自动化签名工作流程 - 如何创建开发者账户,以便在测试时不浪费付费信封 课程大纲包括: - 信封的工作原理 - 什么是协议系统 - 如何发送信封 - 如何使用批量发送功能 - 如何配置信封工作流程(收件人操作和签名顺序) - 如何选择合适的字段类型 - 如何使用和自定义字段(条件逻辑、公式字段等) - 如何准备与DocuSign兼容的文档 - 如何为静态文档创建模板 - 如何为可变文档创建模板 - 如何创建PowerForms - 如何管理您的账户 - 如何与其他用户共享信封和模板 我为您准备的课程中包含了真实案例,例如W9表、聘用函、申请表和人力资源文档。您将通过一位前DocuSign培训师的指导,学习最佳设置方法!我相信,通过实践练习,您将在课程结束时掌握DocuSign的使用方法! 期待在第一章见到您!

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Are you a busy professional wasting too much time on paperwork? Are you struggling to set things up in DocuSign?Life is too short to fight with paperwork; I've created this course for you to save time and money by getting rid of paper and collecting accurate data and signatures in no time.The reality is that DocuSign is a great tool full of features, but it is overwhelming because you don't know where to start. My students often spend countless hours on YouTube or DocuSign support pages before signing up for the course.By the end of the course, you will know:How to convert any documents into a DocuSign envelope or templateHow to use DocuSign to save time and build documents efficientlyHow to create the best signing experience for your clientsHow to automate the signing workflow when sending documents to multiple peopleHow to create a developer account so that you don't waste your paid envelopes when testingHere's the course outline:How envelopes workWhat is a System of AgreementsHow to send envelopesHow to use the bulk-send featureHow to configure envelopes' workflow (recipient actions and signing order)How to choose the right type of fieldsHow to use and customize your fields (conditional logic, formula fields, etc.)How to prepare your documents so that they are compatible with DocuSignHow to create templates for static documentsHow to create templates for variable documentsHow to create PowerFormsHow to administer your accountHow to share envelopes and templates with other usersI've created this course with real-life examples, including W9, letters of offer, application forms, and HR documents.You'll know the best way to set things up because you'll be learning by an ex DocuSign trainer!The reason I know that you'll master DocuSign by the end of the course is that I've crafted practice exercises for you so that you can learn by doing!See you in Chapter one!

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