DocuSign Community of Practice Gatherings
Community of Practice Meetings happen on a quarterly basis. We'll cover topics like Bulk Send, Document Visibility, PowerForms, and API applications.
- There is no mailing list for announcements, the next Community of Practice meeting will be announced via email to all Active Account DocuSign users. If you have an active account, you'll receive an invite.
- If you'd like to request a Community of Practice topic, please email esignatures-support@berkeley.edu.
- If you'd like to present your Department's use case or innovative approach or business process at a Community of Practice please email esignatures-support@berkeley.edu.
DocuSign Community of Practice Presentation Recordings
- Click here to see the Community of Practice meeting recorded on February 15th, 2024, featuring a video about the deadline for Signing the new MOU, the 2023 Annual Reports results, an update on Gender Recognition and lived Name. This presentation also includes an introduction to DocuSign, including Envelopes, Templates, the difference between them, how to use them and save time. It also features how to use Signing order to trigger automatic forwarding to the next signer, Signer Roles versus named Signers, and finally a discussion about how to use a SPA account IN DocuSign.
- Click here to see the Community of Practice meeting recorded on September 26th, 2023, featuring a video about making Word and PDF documents accessible before uploading them to DocuSign. This presentation also includes a high level overview of how accounts are set up at the L4 level and a walk through of the new MOU, including Q&A from the audience.
- Click here to see the Community of Practice meeting recorded on June 1st, 2023, featuring a new DocuSign platform to gather signatures: WebForms, creating Accessible Word and Google Doc source documents, and using Email Validation for both PowerForms and WebForms when capturing legal name.
- Click here to see the Community of Practice meeting, recorded on April 5th, 2023, featuring information on the Gender Recognition and Lived Name project, best practices on sharing Folders and Template Ownership, an in depth look at Data Labels and Tool Tips and the new Number field!
- Click here to see the Community of Practice meeting recorded on February 8th, 2023, featuring information about Envelope Sharing, FAQs about Departmental Accounts and an in depth Security presentation, including P3 and P4 data.
DocuSign Clinics and Drop in Hours
Clinics and Drop in Hours will begin in 2024. Stay Tuned!
- The next Clinic will be announced via email to all DocuSign users.
- If you'd like to request a Clinic topic -or host a topic discussion at a clinic!- please email esignatures-support@berkeley.edu.