The Best Docusign Onboarding Practices For Beginners

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In this video, I go over best practices for setting up Docusign if you're just getting started, covering essential steps to ensure smooth collaboration and secure document handling. I walk through configuring regional settings, security settings, and creating permission profiles, as well as setting up user groups and shared access. Additionally, I discuss the importance of customizing signing and sending settings to improve the signing experience and enhance efficiency. These onboarding tips help set a solid foundation, making it easier to automate and manage document workflows effectively.
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Hi, I'm Sofian, a Document Automation Consultant. My goal with this channel is for Financial Services Professionals to spend more time with clients than on paperwork! So if you're interested in DocuSign tutorials and tips on how to make the most of your account, make sure to hit that subscribe button!
I post videos on setting up your DocuSign templates, integrations and I also share real-life examples.
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