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.
- OnBase
- Premium
- P1537
- Beginner
- 32 mins
- Available with Premium Subscription
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Prerequisites
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