Sofian from Solusign provides DocuSign training and resources for investment firms. He offers tutorials, tips, and case studies on optimizing DocuSign for efficiency and cost savings. Content covers template setup, integrations, and real-world application examples.
Learn how to use DocuSign web forms and their advantages over power forms. This video walks you through setting up a web form with conditional fields, pre-filling options, and embedding it on your website.
Explore how to integrate DocuSign and Salesforce using three methods. This video will help you map data, create polished documents, and streamline signature workflows, including utilizing overlooked features like DocGen.
See how to use DocuSign's identity verification feature to confirm signers' identities! You'll learn to set it up, explore verification methods like ID uploads and selfies, and understand the signer's experience through a live demo.
Watch how to create power forms in DocuSign to allow signers to access documents without senders initiating the process. You'll understand how power forms differ from standard workflows and discover their limitations compared to superior web forms.
