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Day 1: Foundations & Account Setup
Duration: 4 hours
Module 1: DocuSign Fundamentals (60 minutes)
Module 2: Account Configuration (90 minutes)
Module 3: User Management Basics (90 minutes)
Day 2: Advanced Configuration & Templates
Duration: 4 hours
Module 4: Advanced Security & Compliance (75 minutes)
Module 5: Template Management (90 minutes)
Module 6: Workflow Automation (75 minutes)
Day 3: Integration & Monitoring
Duration: 4 hours
Module 7: Integrations & APIs (90 minutes)
Module 8: Monitoring & Analytics (75 minutes)
Module 9: Troubleshooting & Best Practices (75 minutes)
Learning Objectives
By the end of this workshop, participants will be able to:
Assessment Methods
Duration: 3 Half Days
Delivery: Virtual
Dates: September 3-5
Time: 12:00 - 4:00pm Eastern
Day 1: CLM Foundations & Contract Creation
Duration: 4 hours
Module 1: DocuSign CLM Overview (75 minutes)
Module 2: Contract Repository & Organization (90 minutes)
Module 3: Template Creation & Clause Libraries (75 minutes)
Day 2: Advanced Workflows & Automation
Duration: 4 hours
Module 4: Workflow Design & Configuration (90 minutes)
Module 5: Agreement Generation & Negotiation (90 minutes)
Module 6: Integration & Data Management (60 minutes)
Day 3: Analytics, Compliance & Optimization
Duration: 4 hours
Module 7: Contract Analytics & Reporting (75 minutes)
Module 8: Renewal & Lifecycle Management (90 minutes)
Module 9: Advanced Features & Best Practices (75 minutes)
Learning Objectives
By the end of this workshop, participants will be able to:
Assessment Methods
Duration: 3 Half Days
Delivery: Virtual
Dates: September 10-12
Time: 12:00 - 4:00pm Eastern
Day 1: Enterprise Architecture & Advanced Security
Duration: 4 hours
Module 1: Enterprise Account Architecture (75 minutes)
Module 2: Advanced Security & Compliance Framework (90 minutes)
Module 3: Identity Provider Integration (75 minutes)
Day 2: Custom Development & Advanced Integrations
Duration: 4 hours
Module 4: REST API Mastery (90 minutes)
Module 5: Advanced Connect Configurations (75 minutes)
Module 6: OpenText & SPO & Advanced Integration (75 minutes)
Day 3: Performance Optimization & Strategic Management
Duration: 4 hours
Module 7: Performance Monitoring & Optimization (90 minutes)
Module 8: Advanced Template Engineering (75 minutes)
Module 9: Strategic Administration & Future Planning (75 minutes)
Learning Objectives
By the end of this advanced workshop, participants will be able to:
Assessment Methods
Duration: 3 Half Days
Delivery: Virtual
Dates: TBD
Time: 12:00 - 4:00pm Eastern
Volume Discounts:
Package Deals:
DocuSign Administration Fundamentals (3-Day) - $1800.00
Course Overview
This intensive 3-day virtual workshop provides comprehensive training on DocuSign administration, covering setup, configuration, user management, and advanced features. Participants will gain practical experience through hands-on exercises and real-world scenarios.
Prerequisites
DocuSign CLM & Workflows (3-Day) - $3000.00
Course Overview
This intensive 3-day virtual workshop provides comprehensive training on DocuSign CLM (Contract Lifecycle Management) and advanced workflow automation. Participants will master contract management from creation through renewal, including advanced workflow design and optimization.
Prerequisites
DocuSign Advanced Administration (3-Day) - $3000.00
Course Overview
This advanced 3-day virtual workshop builds upon foundational DocuSign administration skills, focusing on complex enterprise configurations, advanced integrations, custom development, and strategic optimization. Designed for experienced administrators managing large-scale deployments.
Prerequisites
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