Education LoginCourse/Exam Description
Course Title: SignDoc Cloud Business User
Course ID and Course P/N: KSD-TRN-BUSUSV-031
Duration: The course duration tag represents the video and reading time for all course components. Expect to spend 1 hours in the product version guided learning paths to complete the content, labs, and exams through certification.
Skill Level: Introductory - Intermediate
Description: Kofax SignDoc Cloud provides users with an agile means of collecting and managing client signatures, via a secure and easy-to-use cloud-based system.
After with an introduction to SignDoc, you will learn how to create Signing packages and signing templates.
Objectives: Upon completion of this course, the learner will be able to:
- Describe the features and functions of SignDoc Cloud, including signing options
- Describe the SignDoc signing process
- Navigate the SignDoc Interface
- Sign a package via remote or in-person signing
- Create a SignDoc signing package
- Create a SignDoc signing package template
Methodology: The modules that comprise this course use a range of textual, interactive and multimedia resources to provide an engaging learning experience in which you will develop all skills necessary for safe and efficient use of SignDoc Cloud.
Audience: This course is meant for business users who commonly collect signed documents as part of their role.
Prerequisites: Basic web browsing skills.
Course Access: 365 days from enrollment date
SignDoc Version 3.3 Update | Business User
With the launch of SignDoc 3.3, we have introduced a range of new features and enhancements designed to quicken the process of creating and managing signing packages, while providing better clarity, accuracy, and security.
Topics covered include:
- User interface changes
- Copy and paste interactive fields across single and multiple pages
- The initials field
- Automatically assign fields to signers and reviewers
- The SignDoc App for Microsoft Teams
- Manage multiple emails via the SignDoc Assistant
- Edits after the signing process has begun
Training Components
Click on the course topics below to learn more.Training component modules and exams
Introducing SignDoc Cloud [26 Minutes]- Creating a Signing Package [28 Minutes]
SignDoc Cloud 3.1 Business User Essentials Skill Exam
Module Overview
Welcome to this SignDoc 3.3 update training course for Business users.
With the launch of SignDoc 3.3, we have introduced a range of new features and enhancements designed to quicken the process of creating and managing signing packages, while providing better clarity, accuracy, and security.
By completing this training you have the skills to create signing packages quicker and more intuitively. You will be able to manage the signing process even after the signing has begun, and you will be able to advise your signers on the new ways in which they can add verification to your documents.
Your Learning Objectives
By the end of this module, you will be able to:
- Identify and describe the user interface changes to SignDoc
- Copy and paste interactive fields across single and multiple pages
- Add an initials field to your documents
- Automatically assign fields to signers and reviewers
- Install the SignDoc App for Microsoft Teams
- Receive notifications via MS Teams
- Manage multiple emails via the SignDoc Assistant
- Deactivate accounts separately
- Delete tasks and notifications separately
- Updating the Signer details after the signing process has begun
- Updating the Signer order after the signing process has begun
Target Audience
This training is intended for SignDoc business users, responsible for the creation and management of SignDoc 3.3 signing packages.
Your Training Prerequisites
Before beginning this update training, it is essential that you have undertaken one of the following courses (dependent on your SignDoc solution), available from the Learning Cloud.
- SignDoc Cloud Business User
or - SignDoc Standard Business User
Training component modules and exams
- SignDoc 3.3 Update | Business User [90 Minutes]
- SignDoc 3.3 Business User Update Skill Exam
Enrollment Options
| Name | Duration/Dates | Price | Link |
|---|---|---|---|
| SignDoc Cloud Business User | Perpetual | FREE |
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