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 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 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.
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.