SignDoc Cloud Business User

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