Our non-profit organization underwent the same trials and tribulations that any company during these times would have faced. We had expressed the need to digitize portions of our services for some time, and COVID-19 accelerated that process significantly. While modernization was imposed upon us, it was a long-awaited and welcome change!

The three areas of concern were (in no particular order of importance):

1. Forms: We digitized all our static paper forms for electronic use.
2. Webinars: We sought ways to engage our customers effectively and deliver our message.
3. Repository: We consolidated all our combined knowledge and resources into one central place.

To achieve this, we implemented tools such as DocuSign, Zoom, and Confluence. My responsibility was primarily focused on the first two services. I spent the last three to four weeks immersed in DocuSign University classes, videos, and experimentation. Leveraging my past experience (decades ago) with “Flat File” databases like FileMaker Pro, I successfully migrated all our existing static paper forms to DocuSign.

Despite the abundance of educational videos provided by DocuSign, I chose to simplify the training process by using familiar documents. Below, you’ll find a collection of those videos.

How to Navigate DocuSign
Send an Envelope
How a Client Sees these Forms
Making Template Favorites
Bulk Sending
PowerForms
All can be viewed here