Become EasySend certified

Learn how to evolve forms into easy digital experiences with free video courses.
Make the complex simple. EasySend is a no-code platform that helps enterprises launch digital processes at a fraction of the cost and time. With our online courses, learn how to turn forms into digital experiences, streamline customer data intake, automate your workflow and optimize your sales cycle.

Online courses

BEGINNER

Essential

2 HOURS
Learn the EasySend fundamentals and what you can accomplish with the platform.
  • 8 video tutorials
  • 8 quizzes 
  • Final exam
  • Certification
Best for: Business Owners and project managers
Intermediate

Expert

8 HOURS
Master the EasySend platform and get everything you need to build a digital process.
  • 28 video tutorials
  • 22 quizzes & 11 exercises
  • Final exam
  • Certification
Best for: TIER 1 IT SPecialists
ADVANCED

Evolved

6 HOURS
Deepen your understanding of how to manage and optimize digital processes with EasySend.
  • 15 video tutorials
  • 30 quizzes & 4 exercises
  • Final exam
  • Certification
Best for: TIER 2 IT SPecialists

Master the platform

Level up your skills in just a few hours with these mini-courses.

Dynamic Document

2 hours

Master EasySend’s Dynamic Document tool & learn to create and manage adaptive, flexible documents using dynamic templates.

  • Dynamic Document Overview
  • How to use EasySend’s Add-in
  • How to nest objects and implement conditions
  • How to create and use arrays
5 video tutorial  |  3 exercises  |  Certification
Best for: Tier 1/2 IT Specialists & EXPERT CERTIFIED

Formula Editor

4 hours

Learn how to add calculations, logical expressions, and complex conditions to your digital processes without code.

  • How to master the Formula Editor
  • How to nest functions
  • How to use date functions
  • How to return multiple values
  • How to use format functions
5 video tutorial  |  4 exercises  |  Final exam |  Certification
Best for: Tier 1/2 IT Specialists & EXPERT CERTIFIED

Workflow Manager

3 hours

Learn how to map and visualize the business logic, communication, and integrations behind your digital journeys.

  • Overview of Workflow Manager
  • How to map business logic and webflows
  • How to add email/SMS communication
  • How to integrate business software
  • Use cases and guidelines
9 video tutorial  |  6 exercises  |  Final exam |  Certification
Best for: Business Owners, project managers & EXPERT CERTIFIED

Dynamic Document

2 hours

Master EasySend’s DynamicDoc product and learn how to generate personalized documents with an adaptable template inside Word.

  • Overview of DynamicDoc
  • How to use EasySend’s Word app
  • How to nest objects and implement conditions
  • How to create and use arrays
5 video tutorial  |  3 exercises  |  Final exam |  Certification
Best for: Tier 1/2 IT Specialists & Expert Certified 
The course provided me with all the tools needed to build a digital process. I will surly recommend it to relevant coworkers and peers.
Jessica Stubsten
Forms Development Specialist at RLI Insurance

Frequently asked questions

How do I know which course is right for me?

Essential is great for beginners, business owners, and project managers. Expert is good for those who are already familiar with EasySend and have an IT background. Evolved is for IT specialists looking to deepen their understanding of our management and optimization tools.

Do I get certified when I complete a course?

Yes! Once you complete a course, you’ll receive a certification.

I can’t log in to my course, what should I do?

If you’ve signed up for a course, you’ll receive login credentials to your email. If you still haven’t received them, contact us.

Can I take the more advanced courses before the Essential? 

Yes, we’ll sign you up according to your role.

Can I start a course at any time?

Yes, once you have your login info you can start learning at any time and finish the course within 60 days. If you need to stop and start, your place will be saved.

Will I get help during the course?

Of course, whenever you have a question, just contact us and ask away.

Do you offer live training sessions?

We’d be happy to provide your enterprise with live training sessions. Contact us and we’ll follow up as soon as we can.

How long will I have access to the course?

Your account will be active for 60 days. If you need more time, please contact us  and we’d be happy to extend your time.

Need help with something else?

Find answers to any platform or product questions.

Visit the Help Center

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Leave a question in the forum to get answers within 24 hours.
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Ask the community

Leave a question in the forum to get answers within 24 hours.
Visit EasySend Forum  >