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In briefShow moreShow lessDocuSign is used to save time by eliminating the manual handling of paper documents in signing processes.
- DocuSign is used to save time by eliminating the manual handling of paper documents in signing processes.
- The solution reduces costs by eliminating paper, printing, shipping, and physical storage.
- DocuSign supports both simple and qualified electronic signatures, including BankID in Norway, and complies with international standards.
- The service provides better security, control, and compliance while increasing customer satisfaction and enabling more environmentally friendly operations.
- DocuSign is available in several versions and pricing tiers, ranging from individual plans costing around NOK 1,000 to business solutions offering higher volumes and advanced functionality.
In this webinar, Pia and Frode from ProsessPilotene show how DocuSign can give your business better control, increased productivity, and reduced risk. Watch the DocuSign presentation and demo here:
Video transcription: How and why should you use DocuSign?✍️
Pia Askevold Skjørten: Hi! Are you tired of printing, signing, and scanning documents? Imagine being able to sign important agreements while riding the subway or enjoying a cup of coffee at a café. Today, you'll learn all about DocuSign, the digital signature solution that is revolutionizing the way we work. We'll talk about why you should use DocuSign, what DocuSign actually is, the different versions available, and much more.
Keep reading! You too can take advantage of DocuSign to improve your efficiency.
Frode Stenstrøm: Thank you so, so much, Pia, for this introduction. The topic of today’s webinar is precisely how to use DocuSign. But before we get that far, we thought we’d talk a little about what DocuSign is and provide some background.
And Pia, for those who don't know you, who are you?
Pia Askevold Skjørten: Yes, I’m Pia Askevold Skjørten, an active mother of young children who works as a consultant at ProsessPilotene.
Frode Stenstrøm: And my name is Frode Stenstrøm. I’m also a consultant here at ProsessPilotene, and I’ll be today’s host. As usual, we’d like to mention that we’re streaming live on YouTube, so if you have any questions along the way, please post them in the chat below, and we’ll answer them.
We record the sessions and add chapters so you can watch exactly the topics we’ll be discussing and the parts that are relevant to you tomorrow. And if you found it useful, you can like and share this video with others. So, Pia, what’s on today’s agenda?
Why use DocuSign?
Pia Askevold Skjørten: Yes, today we're going to talk about why you should use DocuSign.
We’ll talk about what DocuSign is, how much it costs to use DocuSign, and how to use DocuSign.
Frode Stenstrøm: And then, finally, we'll cover how to use DocuSign. This will be a basic course on how you can start using DocuSign to create more value for your organization. We should perhaps explain a little about why we use DocuSign; we could have a brief discussion about that.
Pia Askevold Skjørten: Yes, first and foremost, the most important thing to mention here is the time savings. DocuSign eliminates the need to handle paper documents manually. This can save a significant amount of time in signing processes and lead to faster contract execution and transactions. So there is a lot of time to be saved by using DocuSign. Then there is the cost reduction. By eliminating paper and printing, shipping, and storage, DocuSign can reduce both direct and indirect costs.
It also improves security and compliance. DocuSign offers advanced security features and complies with strict international standards for electronic signatures.
Frode Stenstrøm: And I would just like to add on that particular point that DocuSign also supports the Norwegian requirements for, for example, qualified and non-qualified signatures, so that it can also be used by government agencies, for banking transactions, and the like.
And you can also use BankID to verify the identity of those using DocuSign, giving you the same level of security as if you had used, for example, BankID's own electronic signature solutions. And a by-product of that is that you actually get a signature. A great many customers think they have a signed contract when, in fact, they do not.
Pia Askevold Skjørten: And then there is increased customer satisfaction. DocuSign provides a seamless and user-friendly experience for everyone involved in the signing process. And that improves the customer experience, which can lead to increased loyalty, repeat business, and positive recommendations.
Frode Stenstrøm: And then we've talked about customer satisfaction—yes, there it is: environmental friendliness.
Pia Askevold Skjørten: Environmental friendliness speaks for itself—it reduces the amount of paper used. That's good for the environment. And transporting physical documents contributes to a smaller carbon footprint.
Frode Stenstrøm: And in DocuSign's portal, you can actually log in and see how much you are helping the environment by using DocuSign in your day-to-day work. And the last one, which may be the most important?
Pia Askevold Skjørten: Increased revenue. DocuSign can help increase revenue in several ways. We have faster sales cycles. By simplifying and accelerating the signing process, deals can be closed faster.
Frode Stenstrøm: So there are many good reasons to use electronic signatures, and DocuSign is a market leader in this field and has been for quite a few years.
A very well-established provider, and according to the latest figures I’ve heard, they have over 75% of the market in Norway, Europe, and the US. It’s a product we’ve been selling here at ProsessPilotene for eight years. It’s very robust and stable, and we receive virtually no support requests for the product. You simply install it, use it, and that’s it.
What is DocuSign?
Frode Stenstrøm: So, what exactly is DocuSign? We can simply explain what it is.
Pia Askevold Skjørten: Simply put, DocuSign is a digital tool for signing.
Frode Stenstrøm: Exactly. And in practice, it works the way we’re going to demonstrate later. You have a document, upload it to a portal, and sign it. You can sign it yourself or have multiple parties sign it.
And it really isn't any more complicated than that, and it can be used for all types of documents, both PDFs and Excel spreadsheets; in any case, it is converted into a written PDF. I also just wanted to say a little about qualified signatures, because this is a question that comes up very often in connection with electronic signatures, as the legislation has very specific requirements for qualified signatures.
And a qualified signature is a little different from simply scribbling a signature on a document; it also requires some form of identification, and most Norwegians are very accustomed to using qualified signatures for everything we do on Altinn or similar services. There is no requirement to use a qualified signature, for example, in an employment agreement or a contract between two businesses, but it may be required if, for example, you are applying for an account number at a bank.
DocuSign supports all the different forms of signing, from the simplest option, where you just have a symbolic signature on your document approved by SMS, for example, all the way up to BankID, or what DocuSign calls Government ID, which would typically be BankID in Norway, or I believe NemID, as it is called in Denmark.
At least the various international standards for signing. And ProsessPilotene actually helped facilitate the use of BankID with DocuSign seven or eight years ago, so we deserve the credit for making that happen. That was pretty cool.
DocuSign plans and pricing
Frode Stenstrøm: Now we'll talk a little about the different DocuSign plans and briefly about pricing.
And what people may not be aware of is that DocuSign can be purchased as a service by individuals for around NOK 1,000 per year as a subscription. This allows you to send 70 envelopes. Pia, what exactly is an envelope?
Pia Askevold Skjørten: An envelope is a document that you send. You bundle it together—it can contain several documents—and then send them for signing.
Frode Stenstrøm: So it is entirely possible to use DocuSign with these versions, and if you are interested, you can simply go to docuSign.com and set up a subscription. It costs approximately NOK 1,000 per year. What we sell most of at ProsessPilotene are the standard editions of DocuSign, which start at around NOK 17,000 per year, depending somewhat on exchange rates and fluctuations, plus VAT.
This gives you 500 envelopes to use within a year, and for many companies, that is more than enough. You get standard signing processes, the ability to collaborate on a document, teams, templates—which we will show later—security, and access to APIs for integrating DocuSign with your business systems. You can also add branding so that the DocuSign service has your company’s look and feel.
A lot of good Norwegian words there, I just realized. And what we recommend for most customers who want to start using electronic signatures is actually to begin with the smallest package of 500 envelopes for 17,000 per year. That gets you started, and if you need more than 500 envelopes, we can provide 1,000, 12,000, or 20,000—there really is no limit, but the price increases accordingly.
If you need more functionality rather than volume, there is a Business Pro edition, which starts at approximately NOK 25,000 per year, excluding VAT. It includes all the standard features, as well as support for more advanced workflows and templates. For example, if you answer yes at the first step in a template, you may then be presented with a new document template, allowing for somewhat more sophisticated use of templates.
And there is also something called witnesses. Sometimes a signature needs to be witnessed by a third party, and that is also included in the Business Pro edition. Then there are some Enterprise customers with more advanced requirements. It essentially includes everything in Business Pro, but with single sign-on integrated into the product. It is often a very good fit for Norwegian corporate groups with different divisions that need to work independently of one another while having a single agreement across the group.
Single sign-on is also an add-on that can be added to any edition, but it is included in Enterprise. And completely independently of all this, you can purchase add-ons such as BankID identity verification—in other words, authentication—and a qualified electronic signature if desired. But the product is very affordable, and there is really no reason not to start using it, as it offers so much value for money.
So, we've talked a little about that, and now let's move on to the next question, which is how we use DocuSign.
How to Use DocuSign: Basic User Training
Frode Stenstrøm: I thought I’d quickly go through what we’re planning to show you. This will be a user training course. We’ll cover the following topics, starting with the very basics: how to log in to DocuSign. There are several ways to do that.
We will show you how to sign an email you receive. The use case here is that, as a DocuSign user, I receive an email with an attachment that I need to sign and return to the recipient. We will show you how to initiate a signing process in Word, which I think is perhaps one of the most common scenarios: you are drafting a contract in Word and want to send it off.
Similarly, if you have a completed document ready for signing in your SharePoint, Dropbox, or whichever service you prefer to use, we will show you how to get the document signed through DocuSign's website. We will also show an example of signing from SharePoint. Then we will talk a little about the difference between a signature and signing by multiple parties.
As you probably know, sometimes you may choose to sign a document yourself, while at other times you may need to obtain someone else’s signature, such as Pia’s. We will also talk a little about templates and how to use them, and finally, how to send documents in bulk. This can be useful, for example, when carrying out an annual salary adjustment for 100 employees, allowing you to update them all.
And now we'll simply start with the demo. The first thing I wanted to cover is logging in. I've prepared a browser here, so I just need to start by logging out. Then, in theory, we do it like this—let's see. I'll hide you for a moment. To log in, you simply go to docusign.com, where you'll find a login button, which you click here.
And at ProsessPilotene, that login is linked to the user database we use for the Office suite, email, and all the other services. So I simply enter the login. Like this, .no, and here you can log in with a password as usual, but you can also log in using a passkey or a biometric security key if you prefer.
And these are the ones I use most often, but I can't do that during the webinar because then I would reveal the key that shouldn't be shown in a webinar. But in practice, this is how you log in to DocuSign. So there really isn't any more hocus-pocus to it than that. And we also said that we were going to sign an email we receive—that was the next scenario we had. So let's see, I'll just open an email here, and then I'll drag it over here again so I hide you a little, Pia.
But here I have an email that was sent from my personal email account to my work address, with a contract attached. DocuSign is integrated into my Outlook, so I simply click the Outlook add-in, and this appears. And what’s quite neat is that, without me doing anything other than clicking the DocuSign button once, it now says that I’m going to sign the attachment I received, and it’s ready. I can either sign it myself or ask others to sign it with me.
If this were a contract where you needed to add terms and conditions of sale or other information, I could use a template for that in DocuSign, or I could upload the document, but basically, I just want to sign it. When I click “Sign now,” it creates the envelope with the attachment inside.
And then, if everything works for the demo and is live and kicking, a window pops up. Yes, the window actually appeared in the right place. You can see that I’m logged in; I can see myself up here. I then just click Continue, and the contract from our demo company, Miljøpilotene, appears. Now I can read the contract.
I can add my signature right where it needs to be signed. I can also, if I want, enter the date I signed, for that matter—not that it is necessary—and click “Finish.” And just like that, the document I received by email is now signed.
And if I want to, I can continue sending more documents like this for signature and carry out more processes, but what happens now in my Outlook is that in about half a minute or so, I'll receive this attachment, now signed. The attachment will arrive in my Outlook fully signed, and then I can forward it to the person who sent it, and that's really all there is to it.
I’ll show these two scenarios first because they’re the ones I use most often. Log in and sign an attachment you’ve received, since not everyone has DocuSign.
They can buy it from us too, but not everyone has it. So I think that is the easiest scenario to apply and the most readily accessible one to use.
Signing from Word
Frode Stenstrøm: And then we'll demonstrate signing from Word, Pia.
Pia Askevold Skjørten: Another typical scenario is working in Word. Here, I've created a document that I need to send for signature. And as you showed earlier, it's also possible to use a DocuSign add-in. I can then either sign the document myself or send it for signature.
So then it opens here on the side.
Frode Stenstrøm: And you've only clicked once. That's what makes it intuitive. There's nothing difficult about it. I click once, then you wait a few seconds, and the browser opens with the document ready.
Pia Askevold Skjørten: That's pretty cool. It takes me straight into DocuSign, to what we call the envelope.
Here you can add more documents, change the order, and so on. And then I add the recipients who need to sign here. We could add Marianne. Or should we add you, Frode?
Frode Stenstrøm: You can add me, for example
Pia Askevold Skjørten: And you can add multiple recipients and then decide the order.
So, if I now say, for example, that Frode has to sign the document before anyone else signs it, that is entirely possible as well.
Frode Stenstrøm: But you can add another recipient, and then you can enter my personal email address. It might be a bit unwise to say it on YouTube.
Just move it down to the email address.
Pia Askevold Skjørten: Yes, sorry. Here, like this,
Frode Stenstrøm: And as it stands now, it actually says equal signing order, I know, but now you have the option, as you say, to set signing order, where you can specify the order. What I often consider good practice is that you can also drag and drop, but another thing I consider good practice here is that if you have an archive or that functionality, I often add a third person who receives a copy.
Because if you look at those options, Pia, where it says needs to sign, you can specify who needs to sign, who needs to receive a copy, and who needs to review the document first, so you can have a quality-control step where a sales manager has to review the contract before it moves on to the next party. Another very useful feature is specify recipients, because sometimes I don't have the email address of the person who needs to sign, who might be the sales manager, but I do have the salesperson's email address. I can then add a step asking the salesperson to enter the sales manager's email address, and the workflow continues without me having to spend a lot of time tracking it down.
And then there’s the email, of course.
Pia Askevold Skjørten: Yes, the email. Here you could say: Hi, please find attached the document for signing, or whatever it may be, signature.
Frode Stenstrøm: And this message can be customized for each recipient, and as far as I know, it supports languages from all over the world as well. So if you're sending internationally, you can have one signing for Norway, one for the US, another one, and so on. So there are several ways to achieve the desired result here.
Pia Askevold Skjørten: Then click Next, as we saw earlier. We can review the document and make sure everything is as it should be.
And then we add it. We can see Frode here, so we drag his signature in here. And then we had another Frode, who in this case will now be Marianne.
Frode Stenstrøm: Marianne, I represent both, privately and through work.
Pia Askevold Skjørten: And then you can just send it.
Frode Stenstrøm: And what happens now is that I quickly receive an email that I can refer to.
It’ll probably take a few seconds before it shows up in my inbox. There it is. That didn’t take many seconds, Pia.
Pia Askevold Skjørten: It’s very, very fast.
Frode Stenstrøm: Yes, I think if I do this ... Let me see how it looks now. If I do this ... with the technology and drag it over, I can display my email on your screen. So now I've received this message with our logo, saying that you've asked me to sign a document, and I can now click the Review Document button. That opens my browser, and then I have to log in, as I mentioned, and then I continue the signing process as before.
But I won't do that now. It really is that simple. So it's really just a matter of starting from Word and the document you see. You can go to DocuSign and look at the document if you want, but there's no more magic to it, nor is it difficult to start a signing process directly from Word. And what you just showed was essentially the entire signing experience.
So regardless of how you initiate the signing process—whether from Outlook, Word, or SharePoint—the signing experience is exactly the same.
Pia Askevold Skjørten: That's what's so great about it—it's very user-friendly and simple. It feels familiar no matter where you start.
Frode Stenstrøm: Exactly.
So, we've now gone through how to sign from Word, and now we can show you how to sign documents using the browser, which is what you've just demonstrated. You're now logged in, and you've removed all the Explorer windows so that the focus is solely on the content. And here we have an overview page—how do we do this, Pia?
Pia Askevold Skjørten: No, again, it’s very simple. As you can see here, this is the start page, and from here I can start with an envelope that I can sign or send for signature. So I create the envelope, and just like that, I’m back on the same screen we saw earlier. Now I can simply add a document here using drag and drop.
Frode Stenstrøm: We have received some questions from customers here.
Can you upload anything other than Word documents? Yes, you can. You can upload PDFs and similar files. They will be converted to a PDF at the other end.
Pia Askevold Skjørten: So here we're showing one document, but you can have multiple documents, and you can drag and drop them to change the order in which they're displayed. They are presented to the recipient as a single document for signing.
Frode Stenstrøm: The thing is, the rest of the experience is exactly the same as what we showed earlier, so we don't really need to show it again. It's as quick as this, and then we're done with signing from the browser. We were also going to talk a little about signing from SharePoint, which offers a very exciting option: you can install the DocuSign application in SharePoint.
It will then look like it does in the screenshot now, where you get a drop-down menu in a document library in SharePoint. The same applies when you do this in Teams. The great thing about running this kind of process from SharePoint is that once the document has been fully signed, DocuSign will save the signed document together with the original document. I think that saves time, because I can then be sure that the archived document ends up in the right place.
Last week, Pia hosted a fantastic webinar on contract management, showing how we can effectively manage all the contracts we enter into. We didn't go into detail about how documents are actually signed with DocuSign, but that's what we're showing today. So I think that's pretty cool.
And with that, we've covered quite a few. I thought we could talk a little, Pia, about this topic: signing.
And I was wondering if you could share your screen so we can show it in the context of ... Of the home page we had earlier.
Pia Askevold Skjørten: What does it look like?
Frode Stenstrøm: You have it. I know you've got it under control.
I think I'll do it from the home screen now. Under the Start menu, it says Start Design Signatures, and then Envelopes, which you can expand to open the Envelopes menu. There are essentially three starting scenarios for DocuSign. Sending an envelope is a bit like in the old days. I put some contracts in an envelope and send it to several parties, then it circulates and everyone has to sign it before I get it back.
That costs money; that is what DocuSign counts for billing purposes. But “sign a document” is for when, for example, I as a user need to sign, or you, Pia, need to sign. It does not cost anything, so if you only need your own signature, you can have the document signed at no cost to you as a company, nor does it count as envelope usage.
And quite a few of our customers use that a lot.
Create and use templates in DocuSign
Frode Stenstrøm: And then we're going to look at the final scenario, which is using a template. We'll do that today as well, but we thought we'd actually move on to the next item, which is creating a template. So, shall we start with that?
Pia Askevold Skjørten: That's right, and we're on what I call the DocuSign welcome page, which is where you always land. That's what makes it so incredibly easy: you can simply click Start and begin here, whether you want to use a template or send documents.
Then you go to envelope templates and then create a template.
Frode Stenstrøm: Now we've cheated a little, as they say in cooking shows. You've already prepared a contract. We can open that first. Let's just take a quick look at it, because you have it in Word, don't you?
Pia Askevold Skjørten: Yes, I do.
Frode Stenstrøm: Because what I just want to make clear here is that you create the template in Word. There is no more hocus-pocus involved than creating the Word templates you need, where you can add contract details, fields, and that sort of thing.
But if you look at the start and end dates there, can't you just remove them?
Because I’m going to show something specific, something fun and interesting involving the templates, and you can also remove the fields labeled contact person and business relationship.
There, we can use that as a starting point. Then we create it and close the document to make sure it has been saved, and then we drag it into the template editor.
Pia Askevold Skjørten: No, like this. That was close.
Frode Stenstrøm: There, thank you. So we'll start by giving the template a name, Pia.
Pia Askevold Skjørten: That's very inventive, Demo template.
Frode Stenstrøm: Yes, it works.
Pia Askevold Skjørten: Was that okay?
Frode Stenstrøm: Yes, it also describes how. What is interesting about these templates is that they can be personal, they can be shared with your department or the entire organization, but now we are creating a template for ourselves.
And then you've created that template again, just like before. You can add as many documents as you like, but for now we'll just use this one. What's interesting now is that when you take a closer look at the signers, you can see who is going to sign. And here we're going to make a small change, because previously we entered the email address and so on. But now you can specify a role, such as salesperson or supplier.
And then you can add another recipient. You can enter “customer.” And then you can create another role that you could, for example, call “archive.” There, you can enter your email address or another email address.
Pia Askevold Skjørten: We can use the one that's here.
Frode Stenstrøm: Yes, and there it says “receive needs to sign”; I want to change that to “receives copy”.
And then I’ll set the “signing order”, and I’ll make sure the supplier signs first, followed by the customer. Then we’ll get the archive at the end.
Yes, almost.
Pia Askevold Skjørten: Almost.
Frode Stenstrøm: This is how it is now. The supplier first, and then the customer moves over to the supplier. The bottom role. That's kind of fun.
Pia Askevold Skjørten: It's a lot of fun
Frode Stenstrøm: Yes, that's why we list the archive as number three.
Let's try again like this.
Yes. And now it will be correct. Customer number two.
Then it will be correct. The supplier signs, and we find it there. If the supplier finds errors in the contract, she can correct them before the customer sees it. And then they move down. And then we enter it; here you just have to select a document type. We have several custom document types, but we can only have one of them.
And then you can enter, say, contract, email, subject. You don't need to fill that in now, though. No. But you can write something here; this is the message that will be included in the template, and you can, for example, enter “contract,” then a subject line and some text.
The wording we use here is the wording that will appear in the signed document. And then some suitable text, whatever that might be, probably something about who, what, and where, with a bit of explanation. And then we can click Next, which takes us back to the editing interface.
So, today's new feature is the new template editor, which turned out beautifully. But the interesting thing now is that we can find company there—did you see that? So you selected—let me see—is it the customer or the supplier that should be listed there?
Pia Askevold Skjørten: Yes, exactly.
Frode Stenstrøm: It was important to... So then you have to select the customer's company name. And then you can select the customer's title, or contact person, full name.
Pia Askevold Skjørten: Let's see, there.
Frode Stenstrøm: I’ll add that. And what’s great now is that it’s inserted pretty much directly into the new editor, and you can see that it’s positioned nicely in the text, so it really does look very polished. And this is all brand new—the template editor didn’t look like this just a few weeks ago. Then we go to the bottom and add the signature fields.
It is the customer who is
Cool! He has started editing in Word. That's kind of fun. It wasn't like that before; it's gotten much better. There. And you can add more fields, of course, but what I'm also going to show you is that we can add custom fields. So what can often happen in this contract is that, if you look at the top there, you have some date fields for when it was valid. You can then add a text field for the supplier to fill in, and another text field.
For the end date, they will be filled in by the supplier when the contract starts. And if you are sending in bulk and need to send out many contracts or salary adjustments and the like, you can do it that way, because those fields will be filled in and will be unique to each recipient, solving a very common scenario where several people need to sign the same type of contract.
And then you can click save and close, and we've created the template.
And while it processes that, I'll see if any questions have come in. And they have. So we'll address those now.
Let's see if we can get the questions up on the screen.
That was really strange. Okay, I'll take the question. I can't be bothered to fight with the technology today, so it'll have to be...
I find that incredibly frustrating. The question is from Stine. Are there any hidden costs we should be aware of? No, there aren't. And when we sell DocuSign through ProsessPilotene, we also tend to undersell. So if we think you'll need 500 envelopes in a year, but you'll actually use 1,000—or if we think you'll use 1,000—we sell you fewer so that you use up the subscription and renew earlier instead.
And Martin is asking whether it’s possible ... ... let’s see. It seems the technology doesn’t want to do two things at once. That doesn’t always work so well. There it is. For those using Dynamics 365, is it possible to track and report document status and signatures within Dynamics?
Yes.
Pia Askevold Skjørten: Absolutely, that is possible. You can have a button, just like you can in Word, SharePoint, and everywhere else. You can add that button to Dynamics as well, and then you click it, and voilà, you end up in the same place as you would from anywhere else.
Frode Stenstrøm: And then there was Stine's question about hidden costs, which we've answered, so I got the technology to work. There was a bit of switching and mixing going on here at the same time.
But anyway, we'll go back to your screen, and then we'll take a look. We've now created a template, and the next thing we'll look at is how to use this template.
Pia Askevold Skjørten: So I'll start again from the home page here and click Start again. I want to create an envelope, so I can select “use a template,” meaning use a template.
And that template is available here, so I can just click on it. And there we go.
Frode Stenstrøm: It was actually on the right before.
Pia Askevold Skjørten: And now we're back here. We're going to go through the process.
Frode Stenstrøm: No, I don't think we need that, because when you use the template now, instead of filling out everything like before, you just enter who the recipient is, click send, and then it's done.
Then it’s simply done.
Bulk messaging and advanced features
Frode Stenstrøm: But there is one more thing we wanted to show, and that is how to send documents in bulk, which we can do now. If we want to send a document in bulk, perhaps to ten people who need to sign using the same template, the “Bulk send” option now appears right there on the screen.
Pia Askevold Skjørten: Yes.
Frode Stenstrøm: And here there are two options. You can do it manually if you have five people. You just click, for example, and then try Next. Then you can simply enter the name and email address for this particular role, and that's it. We don't want to do that, so you need to close that one. Move it out of the way. But what's interesting is this one.
If you click Download Sample CVS, one will appear now—you'll see it, yes. We then got a comma-separated file, and that file contains all the fields and columns we needed for signing. What's interesting is that if you've created custom fields, like we did earlier for the date and similar details, they appear as columns in the same Excel spreadsheet and can be filled in. Once you've filled out the spreadsheet, hopefully with data, you can close it.
Then click upload, click next, and upload the comma-separated file. That's really all there is to it.
Pia Askevold Skjørten: Yes, this is really very simple.
Frode Stenstrøm: And I think that's actually what's kind of fun now, because we were really just going to show how to use it, and the fact that we can do that in about 25 minutes for the entire product is just absolutely fantastic—two thumbs up.
And now I'll check the questions again. A few more questions have come in. Let's see, that's the one. Stine says thank you, and Martin says thank you. It's great when the technology works. And then I thought we'd share a little... More information, which is that DocuSign has a very good service called DocuSign University.
It's free for all of you who are DocuSign customers. I use it a lot, and if I enter the keyword DocuSign and what I'm wondering about into Google, I always get results. And there are... There are such good instructions in every language imaginable that there's absolutely no point in creating your own e-learning courses for it.
It's available there. It's called DocuSign University. It's also a comprehensive e-learning course. It's completely free for all DocuSign customers. And if you have any further questions about integrations, just ask us at ProsessPilotene.
Summary and conclusion
Frode Stenstrøm: And with that, Pia, I think we should do a brief recap.
Pia Askevold Skjørten: Yes, we’ve talked a little about why you should use DocuSign.
Perhaps the most important point was how efficient and time-saving it is. We have also explained what DocuSign is—electronic signing. We have gone through the pricing and shown how easy DocuSign is to use.
Frode Stenstrøm: That's absolutely right.
Wishing everyone better work processes. See you again!
This is what you will see demonstrated in the webinar:
Introduction: What can DocuSign do for you?
Why DocuSign?
What is DocuSign, and how does its pricing model and different versions work?
Instructions on:
- How to log in
- How to sign emails we receive
- How to initiate a signing process from Word
- How to initiate a signing process from the website
- How to sign from SharePoint
- The difference between signing and signatures from multiple parties
- How to create and use a template
- How to send documents in bulk

