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Digital Metamorphosis Solutions

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Transforming Your Data

Transforming Your DataTransforming Your DataTransforming Your Data

DocuSign Training

DocuSign Administration Fundamentals

DocuSign Administration Fundamentals

DocuSign Administration Fundamentals

  

Day 1: Foundations & Account Setup

Duration: 4 hours


Module 1: DocuSign Fundamentals (60 minutes)

  • Introduction to e-signature technology and legal framework
  • DocuSign ecosystem overview
  • Account types and subscription plans
  • Key terminology and concepts

Module 2: Account Configuration (90 minutes)

  • Initial account setup and branding
  • Company and account settings
  • Authentication methods and security settings
  • Domain verification and claiming
  • Hands-on Lab: Complete account configuration

Module 3: User Management Basics (90 minutes)

  • User roles and permissions overview
  • Adding and managing users
  • Group creation and management
  • User activation and deactivation
  • Hands-on Lab: Set up user hierarchy and permissions

  

Day 2: Advanced Configuration & Templates

Duration: 4 hours


Module 4: Advanced Security & Compliance (75 minutes)

  • Advanced authentication options (SMS, phone, ID verification)
  • Data Loss Prevention (DLP) settings
  • Compliance and retention policies
  • Regional data residency
  • Hands-on Lab: Configure security policies

Module 5: Template Management (90 minutes)

  • Template creation and best practices
  • Advanced template features (conditional logic,     calculated fields)
  • Template sharing and permissions
  • Template version control
  • Hands-on Lab: Create complex templates with      advanced features

Module 6: Workflow Automation (75 minutes)

  • PowerForms setup and configuration
  • Bulk sending capabilities
  • Workflow rules and routing
  • Hands-on Lab: Set up automated workflows

  

Day 3: Integration & Monitoring

Duration: 4 hours


Module 7: Integrations & APIs (90 minutes)

  • Popular integrations (Salesforce, SharePoint, Office 365)
  • API basics and authentication
  • Connect configurations
  • Custom integration considerations
  • Hands-on Lab: Configure a popular integration

Module 8: Monitoring & Analytics (75 minutes)

  • Usage reporting and analytics
  • Performance monitoring
  • Audit trails and compliance reporting
  • Custom reporting options
  • Hands-on Lab: Generate and analyze reports

Module 9: Troubleshooting & Best Practices (75 minutes)

  • Common issues and solutions
  • Support resources and escalation procedures
  • Change management strategies
  • Performance optimization
  • Future roadmap and updates
  • Hands-on Lab: Troubleshooting scenarios

  

Learning Objectives

By the end of this workshop, participants will be able to:

  • Configure and manage DocuSign accounts effectively
  • Create and maintain user hierarchies and permissions
  • Develop advanced templates and workflows
  • Implement security and compliance measures
  • Monitor usage and generate reports
  • Troubleshoot common issues independently


Assessment Methods

  • Practical exercises during each module
  • End-of-day knowledge checks
  • Final capstone project combining all skills
  • Q&A sessions and peer discussions

  

Duration: 3 Half Days

Delivery: Virtual

Dates: September 3-5

Time: 12:00 - 4:00pm Eastern 

Pay Now

DocuSign CLM & Workflow

DocuSign Administration Fundamentals

DocuSign Administration Fundamentals

   

Day 1: CLM Foundations & Contract Creation

Duration: 4 hours


Module 1: DocuSign CLM Overview (75 minutes)

  • CLM vs. eSignature: Understanding the ecosystem
  • Contract lifecycle stages and pain points
  • CLM interface navigation and core concepts
  • User roles and permissions in CLM
  • Integration with DocuSign eSignature

Module 2: Contract Repository & Organization (90 minutes)

  • Repository structure and folder management
  • Contract classification and tagging systems
  • Search functionality and advanced filters
  • Version control and document history
  • Metadata management and custom fields
  • Hands-on Lab: Set up repository structure and import contracts

Module 3: Template Creation & Clause Libraries (75 minutes)

  • Building contract templates from scratch
  • Creating and managing clause libraries
  • Standard terms and fallback provisions
  • Template versioning and approval workflows
  • Hands-on Lab: Create contract templates with clause libraries

  

Day 2: Advanced Workflows & Automation

Duration: 4 hours


Module 4: Workflow Design & Configuration (90 minutes)

  • Workflow builder interface and components
  • Sequential vs. parallel workflow design
  • Approval routing and escalation rules
  • Conditional logic and decision trees
  • Deadline management and SLA tracking
  • Hands-on Lab: Build complex approval workflows

Module 5: Agreement Generation & Negotiation (90 minutes)

  • Automated agreement generation from templates
  • Negotiation tracking and redlining
  • Comparison tools and change management
  • Collaboration features and commenting
  • External party engagement
  • Hands-on Lab: Execute full negotiation workflow

Module 6: Integration & Data Management (60 minutes)

  • ECM integration (OpenText, SPO)
  • ERP system connections
  • Data mapping and field synchronization
  • Custom integrations and APIs
  • Hands-on Lab: Configure ECM integration

  

Day 3: Analytics, Compliance & Optimization

Duration: 4 hours


Module 7: Contract Analytics & Reporting (75 minutes)

  • Built-in analytics and dashboards
  • Custom report creation
  • Contract performance metrics
  • Compliance tracking and alerts
  • Risk assessment and mitigation
  • Hands-on Lab: Create executive dashboards

Module 8: Renewal & Lifecycle Management (90 minutes)

  • Renewal workflow automation
  • Contract obligation tracking
  • Amendment and modification processes
  • Termination and archival procedures
  • Milestone and deliverable management
  • Hands-on Lab: Set up renewal automation

Module 9: Advanced Features & Best Practices (75 minutes)

  • AI-powered contract review and insights
  • Bulk operations and mass actions
  • Performance optimization strategies
  • Change management and user adoption
  • Troubleshooting common issues
  • Security and compliance considerations
  • Hands-on Lab: Implement AI review workflows

  

Learning Objectives

By the end of this workshop, participants will be able to:

  • Navigate and configure DocuSign CLM effectively
  • Design and implement complex contract workflows
  • Create sophisticated templates and clause libraries
  • Automate renewal and compliance processes
  • Generate meaningful analytics and reports
  • Integrate CLM with existing business systems
  • Optimize contract processes for efficiency


Assessment Methods

  • Workflow design challenges
  • Template creation exercises
  • Integration configuration tasks
  • Analytics and reporting projects
  • Real-world scenario simulations
  • Peer review and feedback sessions

 

Duration: 3 Half Days

Delivery: Virtual

Dates: September 10-12

Time: 12:00 - 4:00pm Eastern 

Pay Now

DocuSign Advanced Administration

DocuSign Administration Fundamentals

DocuSign Advanced Administration

   

Day 1: Enterprise Architecture & Advanced Security

Duration: 4 hours


Module 1: Enterprise Account Architecture (75 minutes)

  • Multi-site and multi-domain configurations
  • Advanced organizational hierarchy design
  • Resource allocation and governance models
  • Cross-domain envelope sharing strategies
  • Hands-on Lab: Design and implement complex org structure

Module 2: Advanced Security & Compliance Framework (90 minutes)

  • HIPAA, SOX, and industry-specific compliance configurations
  • Advanced certificate management and PKI integration
  • Custom authentication workflows
  • Geographic and regulatory compliance automation
  • Data governance and cross-border considerations
  • Hands-on Lab: Implement industry-specific compliance controls

Module 3: Identity Provider Integration (75 minutes)

  • SAML 2.0 and  OpenID Connect configurations
  • Active Directory and Azure AD advanced integration
  • Multi-factor authentication orchestration
  • Just-in-time provisioning and deprovisioning
  • Hands-on Lab: Configure complex SSO scenarios

  

Day 2: Custom Development & Advanced Integrations

Duration: 4 hours


Module 4: REST API Mastery (90 minutes)

  • Advanced API authentication and error handling
  • Bulk operations and rate limiting strategies
  • Webhook implementation and event management
  • Custom application development patterns
  • Hands-on Lab: Build custom integration with webhooks

Module 5: Advanced Connect Configurations (75 minutes)

  • Complex Connect listener setups
  • Custom Connect configurations for enterprise workflows
  • Error handling and retry mechanisms
  • Performance optimization for high-volume scenarios
  • Hands-on Lab: Implement enterprise-grade Connect solution

Module 6: OpenText & SPO & Advanced Integration (75 minutes)

  • Complex SPO & OT package configurations
  • Custom object mapping and field synchronization
  • Advanced CLM (Contract Lifecycle Management) workflows
  • Integration with other CRM or ECM platforms
  • Hands-on Lab: Configure advanced integrations

  

Day 3: Performance Optimization & Strategic Management

Duration: 4 hours


Module 7: Performance Monitoring & Optimization (90 minutes)

  • Advanced analytics and custom dashboards
  • Performance bottleneck identification
  • Capacity planning and scaling strategies
  • Custom reporting with external BI tools
  • Hands-on Lab: Create executive-level performance dashboards

Module 8: Advanced Template Engineering (75 minutes)

  • Complex conditional logic and calculated fields
  • Advanced recipient routing and decision trees
  • Template performance optimization
  • Version control and change management at scale
  • Hands-on Lab: Build sophisticated template with complex logic

Module 9: Strategic Administration & Future Planning (75 minutes)

  • Change management for large user bases
  • Migration strategies and account consolidation
  • Disaster recovery and business continuity planning
  • ROI measurement and optimization

  

Learning Objectives

By the end of this advanced workshop, participants will be able to:

  • Architect enterprise-level DocuSign deployments
  • Implement advanced security and compliance frameworks
  • Develop custom integrations and automations
  • Optimize performance for large-scale operations
  • Strategic planning for organizational growth
  • Troubleshoot complex enterprise scenarios


 Assessment Methods

  • Real-world enterprise scenario simulations
  • Custom integration development project
  • Performance optimization case studies
  • Strategic planning presentation
  • Peer code review sessions


Duration: 3 Half Days

Delivery: Virtual

Dates: TBD

Time: 12:00 - 4:00pm Eastern 

Pay Now

Docusign Training information & pricing

Volume Discounts:

  • 3-5 participants: 10% discount
  • 6-10 participants: 15% discount
  • 11+ participants: 20% discount

 

Package Deals:

  • Two courses together: 25% discount on combined price
  • Corporate group rates: Custom pricing for 15+ participants



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

  • Basic understanding of document workflows
  • Administrative access to a DocuSign account (trial or paid)
  • Familiarity with web-based applications



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

  • Basic DocuSign experience (sending/signing documents)
  • Understanding of contract processes and terminology
  • Access to DocuSign CLM environment (TBD)
  • Familiarity with business process workflows



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

  • Completion of DocuSign Administration fundamentals course or equivalent experience
  • 6+ months of DocuSign administration experience
  • Understanding of APIs and web services (basic level)
  • Enterprise-level DocuSign account access



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