What are the core Docusign Navigator features?

  • 29 May 2024
  • 1 reply

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What does Navigator do to enhance the agreement management process?


Best answer by Community Expert 29 May 2024, 19:51

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The core features of Docusign Navigator are:

  • Automatic sync with eSignature: Automatically access all your completed and newly signed agreements from Docusign eSignature.
  • Bulk agreement upload: Bulk upload historical agreements completed outside of Docusign.
  • AI-powered data extraction: Rely on Docusign AI to identify and store attributes associated with your agreements, so you can standardize agreement data and facilitate better reporting.
  • Comprehensive search: Find relevant agreements fast by searching for key attributes, specific keywords, or related terms within the content of an agreement.
  • Agreement access permissions: Admins can easily create rules to allow users access to agreements as relevant for their role.
  • Renewal management: Simplify renewal tracking with a dedicated dashboard and stay on top of important dates with agreement reminders.
  • Agreement reminders: Stay ahead of important dates with reminders for contract milestones such as renewals, and terminations.
  • Out-of-the-box reporting: Gain better visibility into your agreement landscape with an agreement dashboard and access to insights which can be easily downloaded and exported.

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