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In this video, I go over how to unlock DocuSign's full capabilities to automate any workflow that requires collecting signatures. You'll learn about DocuSign templates and integrations, making it easier to handle documents from creation to storage.
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CONNECT WITH ME
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Email ► hello@solusign.com
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Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button!
I post videos on setting up your DocuSign templates, integrations and I also share real-life examples.
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Chapters:
00:00 Introduction
00:40 The 5 Phases of Document Workflows
01:12 The 4 Levels of Document eSignature Automations
04:19 Creating and Using DocuSign Templates
07:24 Demonstration of Sending a Document
09:30 Full Automation Example
12:17 Automating Post-Signature Steps
15:50 Summary and Next Steps

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