DocuSign Real Estate Trainer Certification Course

Differentiate yourself by becoming a Certified DocuSign Real Estate Trainer. This on-demand certification course provides attendees with training and certification for the DocuSign for Real Estate PLUS platform. Learn the ins-and-outs of DocuSign from the agent perspective and gain access to exclusive training resources and materials to use in your own training delivery.

Training Objective

To prepare course participants to deliver effective training on DocuSign for Real Estate PLUS, enabling those who they train to become successful with digital transaction management.

Is this certification course right for you?

The DocuSign Real Estate Trainer Certification course is intended for those who:

  • Are part or full-time real estate trainers
  • Deliver trainings to real estate agents on a regular basis
  • Would like to become DocuSign experts
  • Are interested in obtaining an official certification to validate their DocuSign knowledge
  • Want to differentiate themselves from other real estate trainers
  • Would like access to exclusive training materials and product update webinars




  • Sign
    • Email, experience, settings, options


  • Uploading documents
  • Recipient roles
  • Authentication
  • Envelope settings
  • Fielding/tagging (basics)


  • Correct
  • Void
  • Clone
  • Certificate
  • Reporting

Transaction Rooms

  • Creating a profile
  • Transaction Rooms walkthrough
  • Adding people
  • Adding documents
  • Inbox
  • My Docs
  • Using eSignature

Advanced Content

  • Advanced fielding
  • Forms providers
    • Radio buttons
    • Mark up
    • Dropdowns
    • Branding
    • Admin features

Best Practices

  • Objection Handling
  • Class setup
  • Feedback guidelines

Teaching Demonstration & Certification

  • Prescriptive presentation
  • Group feedback
  • Certification exam and exercise



  • Must be a corporate trainer for a real estate company OR a third-party real estate trainer
  • Access to a DocuSign demo account (Don't have one? Click HERE to set one up)


Interested in signing up for this on-demand course?

Please email DSU at





Benefits of Becoming a DocuSign Certified Real Estate Trainer

  • Access to exclusive DocuSign training resources and materials
  • Ability to market oneself as a DocuSign Certified Real Estate Trainer
  • Membership in private online Community with other Certified Trainers
  • Access to a DocuSign demo account to be used in delivery of DocuSign trainings
  • Eligibility to participate in DocuSign's Real Estate Trainer Referral Program*
  • Invitations to regular product update webinars to stay current on DocuSign releases

*program currently in development


Program Requirements

  • Must meet prerequisite requirements and successfully complete the "DocuSign Real Estate Trainer Certification Course."
  • Must remain in good-standing as a Certified Real Estate Trainer with DocuSign
  • Must fulfill recertification requirements, which include, but are not limited to:
    • Attendance at regular "DocuSign Product Update" webinars
    • Quarterly submissions of DocuSign training details, including number of agents trained on DocuSign


If you have questions or would like to request additional information, please contact the DocuSign University Team;206-876-6852.