DocuSign Community

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

2024 Presentations

  • Click here to see the Community of Practice meeting recorded on September 10th, 2024, featuring a video about the Annual Summer Survey Results, including who is using DocuSign, how and when, where they're getting training and what users are requesting for future presentations. Review the new Template builder for Word.docx documents- Agreement Template Builder, "ATB". And learn about DocuSign's feature: Bulk Send, how it works, when to use it, and what types of use cases suit it. See a demo from a user who actively uses Bulk Send. 
  • Click here to see the Community of Practice meeting recorded on June 25th, 2024, featuring a video about the new DocuSign layout and User Interface, new navigation and new ways to navigate the service, review the new Template builder for Word.docx documents, Agreement Template Builder, "ATB", learn about WebForms, how they're laid out, how and when to use them for types of electronic workflow, and see a demo of a WebForm. Learn about the differences between Templates, Powerforms, WebForms, and how to choose based on your needs. 
  • Click here to see the Community of Practice meeting recorded on April 23rd, 2024, featuring a video about P3 and P4 data collection, collecting SSN and how to mask sensitive data with astericks, Account Settings updates for all accounts, transitioning a paper form to an electronic business process, how to build and create a Source Document, How to re-use fields through out a document so the same information populates in multiple fields. How to choose between a Template and a Powerform, what a Powerform is and how to create one. 
  • 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. 

2023 Presentations

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.

Topics

Security in DocuSign topic page, How Do I... and, Where can I find...? topic page