During October’s “Ask the Expert” webinar in EMEA we demonstrated how to unlock the potential of your DocuSign account with expert tips from Robert Jackson, one of our New Client Consultants and myself.
There were a number of great questions asked from registrants prior to the webinar, and plenty from attendees that kept us busy! I have collated some of these questions below, and provided the relevant resources to help you to become an expert DocuSigner.
1) Can you get a document signed by signees that do not have an account?
Yes, a signer does not require a DocuSign account in order to sign a document. If you wish to ensure a signer DOES have a DocuSign account as an extra level of authentication – this is possible by either a free signer account OR using the manage signers function from the senders account. More information on this can be found here.
2) What authentication methods are there available?
There are several levels of signer authentication available from within the DocuSign console – more information on each can be found here.
3) Can you upload in any document format?
DocuSign converts documents to PDF file format, but you can upload documents in any of the following file formats:
Microsoft® Word® 2003, 2007, 2010, 2013
Microsoft Excel® 2003, 2007, 2010, 2013
Microsoft PowerPoint® 2003, 2007, 2010, 2013
Text files (.txt)
Rich Text Format (.rtf)
Image file formats (.png, .jpg, .gif and .tif)
Portable Document Format (.pdf) files
4) How do I share a template with a colleague?
Sharing Templates is a great DocuSign features, step-by-step help on how to do this can be found here.
5) Where is the best place for me to find a user guide and other useful information on DocuSign?
The DocuSign website is a great resource to help with any FAQ’s you may have including user guides on all aspects of DocuSign (www.docusign.co.uk) by looking under ‘Support & Training’ you’ll also find access to:
DocuSign Community – you can ask your questions to the DocuSign community. You can also see if anyone else has been asking, or previously had answered, the same thing!
How-To Videos – learn more about DocuSign capabilities from watching these short videos.
DocuSign University – our educational resource centre, created to help you get the most out of your DocuSign investment.
Training Webinars – help you see how to send, sign, track and store documents in the cloud. Find tips and useful resources here to ensure that your world works even better with DocuSign.
Releases – find out what exciting new pieces of functionality will be in our upcoming releases.
Downloads – look at what apps and connectors are available to work with your DocuSign service.
We had a number of great questions come in that we couldn’t get to during this month’s webinar, so we’ll be adding them to the November webinar. Remember to send any questions you have to [email protected] and you can register here for next month’s installment. See you all then!