Getting started with DocuSign
Learning the Basics: https://www.docusign.com/learning-the-basics
DocuSign Support Center: https://support.docusign.com/en/
Comprehensive User / Admin Guides
Admin Guide: https://support.docusign.com/en/guides/ndse-admin-guide
User Guide: https://support.docusign.com/en/guides/ndse-user-guide
Features:
Creating & Using Templates
https://support.docusign.com/en/guides/ndse-user-guide-create-templates
https://support.docusign.com/guides/ndse-user-guide-use-templates
https://support.docusign.com/en/guides/ndse-user-guide-template-merge-fields
Creating & Using Powerforms:
https://support.docusign.com/en/guides/ndse-user-guide-create-a-powerform
https://support.docusign.com/en/guides/ndse-user-guide-using-powerforms
https://support.docusign.com/en/guides/ndse-user-guide-edit-a-powerform
https://support.docusign.com/en/guides/ndse-user-guide-download-form-data
https://support.docusign.com/en/guides/ndse-user-guide-embed-a-powerform-in-a-web-page
https://support.docusign.com/en/guides/ndse-user-guide-populate-custom-document-fields-in-a-web-powerform
https://support.docusign.com/guides/ndse-user-guide-add-fields
Bulk Send: Each of the links below provide additional information regarding the bulk send process
https://support.docusign.com/en/guides/ndse-user-guide-multiple-recipient-bulk-send
Signing Groups
https://support.docusign.com/en/articles/Signing-Groups-FAQs
https://support.docusign.com/en/guides/ndse-admin-guide-signing-groups
Links with more information on Regular Expressions to validate field input:
You can use Regular Expressions to create different validation options during Template Creation.
We frequently use this site's library to choose from pre-created regular expression patterns: http://regexlib.com/
Here is a specific validation link for a dollar sign with 2 decimal points: http://regexlib.com/Search.aspx?k=dollar&c=-1&m=-1&ps=20
Reg Ex Pattern: ((\(\d{3}\) ?)|(\d{3}-))?\d{3}-\d{4}
Validation Error Msg: Please correct phone number format. Example: (123) 456-7890 | 123-456-7890
Reg Ex Pattern: ^\$?([0-9]{1,3},([0-9]{3},)*[0-9]{3}|[0-9]+)(.[0-9][0-9])?$
Validation Error Msg: $3,023,123.34 | 9,876,453 | 123456.78
Testing: Use this site to test: https://regex101.com/
Document Visibility (Doc Vis): https://support.docusign.com/en/guides/ndse-user-guide-document-visibility
AutoPlace: https://support.docusign.com/en/guides/AutoPlace-New-DocuSign-Experience
Collaborative Fields: https://support.docusign.com/guides/ndse-user-guide-collaborative-fields
Allow to Edit (recipient role-type): https://support.docusign.com/en/guides/ndse-user-guide-manager-recipients
Allow to Edit:
Conditional Logic: https://support.docusign.com/en/guides/ndse-user-guide-conditional-fields
Formulas / Calculated Fields: https://support.docusign.com/guides/ndse-user-guide-calculated-fields
State Abbreviations for Drop Down Tag, if interested
You can copy & paste this list into a drop down tag for State Abbreviations, and make it a custom field so everyone can use the custom field:
AK;AL;AR;AZ;CA;CO;CT;DC;DE;FL;GA;HI;IA;ID;IL;IN;KS;KY;LA;MA;MD;ME;MI;MN;MO;MS;MT;NC;ND;NE;NH;NJ;NM;NV;NY;OH;OK;OR;PA;PR;RI;SC;SD;TN;TX;UT;VA;VT;WA;WI;WV;WY
Creation of Hyper Link: https://support.docusign.com/en/articles/How-to-create-a-hyperlink-in-New-DocuSign-Experience