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, to understand their uses and setup. Discover the functionalities that make web forms better than power forms, including mobile responsiveness and conditional fields, plus how to prefill forms using a spreadsheet.
Find out how use DocuSign integrations to achieve seamless Salesforce connectivity for sending documents. Discover the pros, cons, and setup of DocuSign for Salesforce, Doc Gen, and custom integrations, enabling efficient document creation, signature tracking, and data synchronization.
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.
Learn how to use DocuSign power forms to create self-service documents for signers. Discover how power forms streamline workflows by allowing signers to initiate transactions and complete documents independently.