What's Happening Inside the Docusign Community | March Edition

Hey everyone 👋 

In this month’s newsletter, we’re focusing on three big things in the Community you won’t want to miss—from setting up automatic template matching to insights from a social media agency founder. Let’s dive in.

🔭 No more hunting for the right template—let Docusign match it automatically 

In the March 3 Trainer Tips Live event, Docusign University Product Trainer Glen Steinhardt gave an inside look at Docusign’s automatic template matching feature.

Here are three reasons why you’ll want to try it out: 

• Docusign can do the heavy lifting: Docusign’s automatic template matching feature scans documents and applies the right template. No more manually searching for the correct template for each document.

• Field placement will get a whole lot easier: Say goodbye to dragging signature fields around on your documents. With autoplace, you can anchor fields to specific text ensuring they automatically land in the right spot.

• Get super accurate template matching: You can set up intelligent document recognition zones to improve the accuracy of template matching. These zones help Docusign identify key text patterns and apply the right template.

Watch the full recording to start making your life easier. 

🪴 Leveraging Docusign for intentional growth 

In a recent Community Spotlight interview, we sat down with Elena Hansen, founder of SWIM Social, to discuss her journey building a full-service social media agency. 

With 12 years of experience, Elena’s approach to client relationships has evolved to focus on flexibility.

Rather than locking clients into year-long commitments, Elena advocates for shorter-term agreements—three to six months—that allow both parties to re-assess progress and adjust strategies based on evolved needs.

This way, both her agency and clients are always fully aligned in an industry that moves at lightning speed.

Want to dive deeper into Elena’s insights and how she uses Docusign? Check out the full interview.

🌆 Join us at Momentum25 in NYC! 

Momentum, Docusign’s flagship event, is back on April 16 at Pier Sixty in New York City! Get ready to explore how Intelligent Agreement Management (IAM) is transforming the way business gets done.

The best part? It’s completely free! We can’t wait to bring the Docusign Community together in person.

If you’re going, jump into this thread to connect with others before the event.

When you comment, we’ll send you a message with your invite for a special Docusign Community gathering after Momentum ends for the day. Hint: It’s at a barcade and it's going to be a blast. 

🌯 That’s a wrap!

That’s it for this month. See you inside the Community!

Cheers,
The Docusign Community team