DocuSign eSignature for Salesforce: Create Envelope Templates

Learn how to create a DocuSign Envelope template and send documents for signature.

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Über diesen Kurs

Self-Paced
Language: English
Estimated time: 20 minutes

In this course you learn about DocuSign Envelope templates and how they can be used in your Salesforce organization to streamline your sending processes.

This course is designed for users of the DocuSign Apps Launcher package which includes the DocuSign eSignature for Salesforce app. For more information on the legacy eSignature app, please view this support article, or the learning plan: DocuSign + Salesforce: Legacy eSignature Application.

Über diesen Kurs

Self-Paced
Language: English
Estimated time: 20 minutes

In this course you learn about DocuSign Envelope templates and how they can be used in your Salesforce organization to streamline your sending processes.

This course is designed for users of the DocuSign Apps Launcher package which includes the DocuSign eSignature for Salesforce app. For more information on the legacy eSignature app, please view this support article, or the learning plan: DocuSign + Salesforce: Legacy eSignature Application.