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Signatures: Integration for DocuSign eSignature

SECTION 1: Course Instruction

01 Introduction 4 m
02 Technical Considerations and Vocabulary 6 m
03 FYI: Don't Forget About this Course's Resources
04 Uploading and Downloading Documents via the Integration 13 m
05 FYI: OnBase/DocuSign Workflow Rules & Actions
06 Administration 2 m
07 Advanced Configuration: DocuSign Templates 6 m
08 FYI: Connecting DocuSign to OnBase
09 Resources 1 m

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

10 Final Assessment

How do you allow external users to sign a document that resides inside of OnBase?

Join Product Evangelist Carolyn Kane as she answers that question by explaining the benefits of using OnBase Integration for DocuSign to manage your organization's signature cycle, as well as gives you the basics that you need to get started on your own system configuration.

  • Premium
  • P1537
  • Beginner
  • 32 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • When to Use the Integration
  • DocuSign Vocabulary
  • Uploading Documents from OnBase to DocuSign
  • Bringing Signed Documents Back Into OnBase
  • Checking the Statuses of Documents
  • Scheduling the Hosted Signature Polling Service
  • Signature Privileges
  • OnBase Workflow and DocuSign Workflow
  • File Formats and DocuSign
  • Renditions and Revisions
  • Creating DocuSign Templates