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Are you interested in a no-code solution to manage your completed eSignature envelopes? Have you considered using Docusign Agreement Actions, and additional support resources to help facilitate your workflow?
Docusign University’s (DSU) newest toolkit was designed by Docusign Professional Services experts to help you get started with Agreement Actions.
🔃 What are Agreement Actions
Agreement Actions encompass various functions designed to save time, reduce errors, and accelerate processes. These functions generally fall into one of three categories:
- Archiving documents to designated cloud storage providers.
- Exporting data for reporting and analytical purposes.
- Routing agreements to additional stakeholders or initiating workflows.
🛠️ Agreement Actions Implementation Toolkit
The implementation toolkit contains three customized resources to help you consider multiple options for your workflow(s), along with ways to effectively manage and test your Agreement Actions.
✅ Agreement Actions Implementation Checklist
📦 Export Data to Spreadsheet Guide
🗄️ File and Folder Naming Cheat Sheet
🧰 Additional Resources
Check out the following DSU tools and courses to supplement and accelerate your Docusign eSignature workflows:
- Webinar: Eliminate Manual Tasks with Docusign eSignature
- Self-Paced Course: Trigger Actions with Agreement Data
- DSU Videos:
🤝 Share Your Experience
If you have implemented Agreement Actions, what applications have you connected? Are there any tips you’ve learned that you’d like to share?
