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IAM Center of Excellence

  • 21 Topics
  • 15 Replies

Welcome to the IAM Center of Excellence

Nicolas.Pino
8 months ago
1951
Nicolas.Pino
Docusign Employee
Nicolas.PinoDocusign Employee
Welcome to the IAM Center of Excellence

We are thrilled that you joined! This community is dedicated to elevating your journey with Docusign’s Intelligent Agreement Management (IAM) solutions. As one of the inaugural members of this first cohort of IAM customers, you are part of an exciting new chapter in Docusign’s history. What you can expect: Exclusive programming and resources led by Docusign experts and product developers An opportunity to provide feedback that will influence the improvement of Docusign’s IAM solutions Quick resolutions to your questions, from Docusign support and the combined knowledge of fellow IAM customers A professional network of peers who are also on the cutting edge of IAM Pinned at the top, you’ll find upcoming events that we encourage you to participate in, along with IAM self-paced content. We welcome your contributions to this space and look forward to growing together! Links: How to use IAM (Video Playlist) IAM Learning Plans How to Start a Great Conversation in Docusign Community Groups Do

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Justin Jiang
Digital Collaborator
leah.breen
Community Admin
leah.breenCommunity Admin
IAM in action: See how KPC Private Funds uses Maestro and Web Forms

If you’re looking for ways to streamline complex agreements, you might be interested in how KPC Private Funds tackled this challenge. By using Docusign IAM, they cut 70% of the time spent on agreements, reduced their template library by 87%, and are on track to reach 90% efficiency gains as they scale. Before IAM, their investment agreements were weighed down by PDFs, manual data entry, and redundant paperwork. Now, they’ve completely transformed their process by: Replacing PDFs with Web Forms : Investors only see the fields relevant to them, reducing confusion and errors. Automating agreement workflows with Maestro : Investor data is mapped to the right template, and documents route automatically for review and signature. Seamlessly integrating with their CRM : Once agreements are signed, they’re stored instantly, eliminating manual uploads. 👉 Want to see exactly how they did it? Read their full story here. 💬 Community chat: Share your thoughts on these questions or ask your own in

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leah.breen
Community Admin
Lindsay.Rothfeld
Community Admin
Lindsay.RothfeldCommunity Admin
Are you using Maestro? Join our upcoming Feedback Forum!

Hey there 😀 We’re hosting the first of many IAM Feedback Forums, and up first: Maestro! This is a chance to share your experiences creating workflows and help shape the future of Docusign Maestro. If you use or plan to use Maestro workflows, this session is for you! RSVP for the March 6th Feedback Forum. What to Expect Conversation with Docusign team members about your workflow building process A look at exciting new concepts in development—and an opportunity to offer your direct feedback RSVP now!

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Lindsay.Rothfeld
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
Be the first to try AI-powered search in Docusign Navigator: Join the beta

We're excited to offer IAM customers with Docusign Navigator access an exclusive opportunity to join our upcoming Natural Language Search Beta—a new AI-powered capability designed to help you get quick answers to your agreement-related questions. Why join the beta? Save time: Find the right agreements instantly without applying multiple filters or sifting through long lists. Search smarter: Simply type a question in natural language, and get relevant answers—no complex filtering required! Early access: Be among the first to experience this game-changing feature. Shape the future: Your feedback will directly influence product development. 🚀 Spots are limited! Sign up now by completing this form .

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leah.breen
Community Admin
Lindsay.Rothfeld
Community Admin
Lindsay.RothfeldCommunity Admin
AI-Assisted Review Live Event: Questions & Resources

Thank you for joining the live event today! We would love to give you a space to ask any questions you may have about AI-Assisted Review. Please drop your questions as a comment below and someone from our team will make sure to answer to the best of their ability 😀 And if you missed this event, you can watch it here:

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Y
Docusign Employee
leah.breen
Community Admin
leah.breenCommunity Admin
Has your sales team tried IAM for Sales?

Docusign just published a blog exploring how IAM for Sales can help sales teams close deals faster, reduce bottlenecks, and get actionable insights from agreements. ✍️ Key takeaways from the blog on IAM for Sales : Simplified workflows : Automate approvals, generate error-free agreements, and ensure everything flows through the right stakeholders. Integrated tools : Generate agreements directly in Salesforce, eliminating manual errors and saving time. Insight-driven decisions : Use AI-powered tools like Navigator to identify upsell opportunities, track renewals, and monitor price changes in real-time. Faster deal closures : Advanced Workflows keep your agreements moving forward with real-time tracking and visibility into bottlenecks. Scalable solutions : Designed to meet the needs of industries like SaaS, tech, energy, and professional services. 🎙️ Community chat—answer in the comments below! What questions do you have about IAM for Sales? Have you integrated IAM for Sales into your w

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leah.breen
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
Solving Public Sector Agreement Challenges with Docusign IAM

For public sector agencies, efficient and secure agreement processes are foundational to providing timely services and fulfilling missions. Docusign Intelligent Agreement Management (IAM) offers agencies key capabilities to streamline and secure the signing phase of their agreement workflows, helping them address common challenges in managing agreements at scale. Insights and capabilities for public sector success: Security and authentication : Public sector agreements require robust security to maintain trust and meet regulatory standards. Docusign IAM incorporates layered security features and identity verification options to help ensure that agreements are signed securely and authenticated accurately, safeguarding sensitive government transactions. Flexible signing options : Docusign IAM provides various signing methods that allow agencies to meet both internal teams and constituents on their preferred platforms, from mobile devices to embedded applications. Notifications through SM

812
C
Community Moderator
leah.breen
Community Admin
leah.breenCommunity Admin
Have you tried out Docusign's new Agreement Template Builder?

Did you know that Docusign has a new agreement template builder and you have access to it? If you’ve been manually drafting templates and then uploading them to Docusign, you’re going to want to check this out. Here’s how the Agreement Template Builder going to change the game for you: Easy Template Creation: You can now create and edit templates directly within Docusign eSignature using a simple drag-and-drop interface. Effortless Management: When business or legal requirements change, just adjust your templates right in eSignature—no need to dig up the original Word files. Smart, Data-Driven Documents: Customize your templates with conditional logic to show the right clauses based on document data. This means fewer templates to manage and more accuracy in your agreements. Drop your questions or tips for using the tool here—let’s help each other out! We can’t wait to hear how it’s helping to streamline your workflows!

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Lane.Shigihara
Docusign Employee
leah.breen
Community Admin
leah.breenCommunity Admin
Get Started with Docusign’s Agreement Template Builder

Docusign's Agreement Template Builder for Document Generation is now available, offering a faster, more efficient way to send professional, customized agreements without needing external document editors. With this tool, you can streamline the creation and management of agreement templates directly within Docusign, making it an excellent alternative to the Docusign Template Assistant for Word. Key Benefits of the Agreement Template Builder Maximize Efficiency for Teams: Teams can now create agreements in fewer steps, without toggling between software for formatting and customization. Once a document is uploaded, senders can add custom fields directly in Docusign, reducing time and simplifying workflows. Built-In Editing and Sending: Instead of editing a document externally, all formatting and template-building tasks can be completed within Docusign, including adding sender and signer fields, recipient information, signing order, and more. Check out this Docusign blog article to learn h

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leah.breen
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
Bring the Power of Docusign Maestro to Salesforce—Beta Extension App Now Live!

Exciting news if you use Salesforce and Docusign! The beta version of the Salesforce Extension App for Docusign Maestro is now live , bringing together Salesforce integration and Docusign’s advanced workflow automation. Here’s what this extension app can do for your team: Self-Service Agreement Workflows: Seamlessly set up automated workflows within Salesforce, handling tasks like customer onboarding or quote-to-cash processes with ease. Key Features to Know: Prefill Data from Salesforce : Automatically populate agreements with Salesforce data, reducing manual entry and accelerating signing times. Multi-Connections Support : Connect multiple Salesforce instances (production and sandbox) to streamline operations across different environments. Automatic Updates Back to Salesforce : Eliminate the need for manual updates by automating data flow from Docusign back into Salesforce, keeping your records up-to-date effortlessly. Why This Matters: This integration is a game-changer for teams ma

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leah.breen
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
Integrate Docusign Workflows with Applications Across the Agreement Process

Did you know that with Docusign IAM, you can now connect your agreements with popular enterprise applications like Salesforce, Stripe, Quik!, ServiceNow, and HubSpot? These out-of-the-box integrations make it easier than ever to create, manage, and optimize agreement workflows without custom development. Here’s how Docusign IAM and Maestro can transform your agreement processes: Streamlined Integration with Your Existing Tools: With just a few clicks in the Docusign App Center, you can connect your most-used apps directly to your agreement workflows. No coding is needed—Docusign Maestro makes setup seamless, allowing you to design workflows that fit your business’s unique needs. Enhanced Efficiency and Reduced Errors: Nearly half of agreements are delayed due to errors or missing data. By connecting Docusign with your ERP and CRM systems, you can streamline data flow and reduce manual errors, helping ensure smooth, accurate agreement completion. Automated, Custom Workflows: With Maestr

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leah.breen
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
Join Our October 29 Live Session on IAM Maturity

Is your agreement management process as effective as it could be? On October 29, we’ll help you find out. In a 30 minute live session, Will Spendlove, Chief IAM Evangelist at Docusign, will show you how to measure your organization’s intelligent agreement management maturity—how well you create, manage, and commit to agreements, from first draft to contract intelligence. What’s in it for you? Real-world examples of how other companies are streamlining their agreement processes A chance to ask Will how to apply these insights to your business Exclusive access to an IAM Assessment tool—only for attendees Ready to take your agreement management to the next level? Sign up now.

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W
Newcomer
leah.breen
Community Admin
leah.breenCommunity Admin
Automating Public Sector Workflows with Docusign IAM

Public sector case management often involves navigating a complex web of processes. While efficient management is crucial for timely service delivery, inefficiencies can arise from cumbersome manual steps and outdated workflows, creating backlogs that hinder progress. Docusign’s IAM capabilities are designed to tackle these types of challenges. By automating manual tasks and embedding digital agreements into existing workflows, Docusign helps public sector employees focus on what truly matters: delivering high-quality services to constituents without the burden of excessive paperwork. You can read the full Docusign blog on this topic , but here are a few top takeaway that highlight how Docusign IAM can transform public sector case management: ✍️ Public Sector Use Cases in Action: Building Permit Application : Delays in processing building permits can add an average of six-and-a-half months to construction timelines, raising costs for both materials and labor. With Docusign IAM, cities

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leah.breen
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
What are your thoughts from the IAM in the AM sessions?

Did you attend IAM in the A.M. roadshow sessions happening in San Francisco, Chicago, and Boston this month? Keep the conversation going in the Community by sharing your take-aways and learnings in the comments below. We’d love to hear your thoughts on: The importance of an Intelligent Agreement Management strategy What IAM success looks like How to assess your organization’s IAM maturity How AI can streamline IAM processes Or anything else that stood out to you! And if you left the event with questions about IAM, feel free to ask those too👇

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leah.breen
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
Get Started with IAM in 90 Seconds ⏰

Hey everyone 👋 We wanted to share three 30 second videos that can help you get started using Navigator and Maestro. They’re perfect resources for sharing with your colleagues who might be brand new to using the tools, so pass them along! IAM In 30 Seconds: Bulk Upload with Navigator IAM in 30 Seconds: Get Started with Docusign Navigator IAM in 30 Seconds: Get Started with Docusign Maestro What “getting started” questions do you have for using Navigator and Maestro? Drop them below 👇

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leah.breen
Community Admin
Sean.Sanford
Docusign Employee
Sean.SanfordDocusign Employee
TLDR; Maestro Workflows on Paragraph 5

The Games Begin, The Games End As I’m writing this it's the season of the Olympics and the games in Paris are in full swing. The world crowds into stadiums, cafes, bars, and living rooms to watch humanity’s finest athletes compete. In those fleeting, adrenaline fueled moments there is more that unites us as a global community than divides us; nothing unites like a shared interest. But just as quickly as it starts it’s over. Crowds disperse, the pageantry ceases, the world picks up where it left off, and the athletes go home in victory or solemn reflection. Win or lose, though, do you know what each one of those athletes are going to do? They’re going to practice . That’s right, we’re going to talk about work ! Afterall, you didn’t come here to read the musings of a random technology consultant. Thinking about starting with a new tool can be challenging, especially when that tool functions in ways completely different from others in your tool box, so getting used to these new tools is k

520
Sean.Sanford
Docusign Employee
Sean.Sanford
Docusign Employee
Sean.SanfordDocusign Employee
Be Informed, Be Aware

It pays to be mindful. You want to look both ways before crossing the street, make sure that your tea is an appropriate temperature before drinking (2nd degree mouth burns are no fun, trust me), and you want to know what you’re buying! If you’re reading this, that means Docusign IAM has been acquired for your business or institution, or you’re just curious. In either case, it’s essential to understand what you have (or would have) access to and, more importantly, what the limitations are. So here is where you can read up on your IAM Plan Allowances . And here is where you can start learning how to leverage specific IAM plans . Remember: knowledge is power, and knowing is half the battle!

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Sean.Sanford
Docusign Employee
Lane.Shigihara
Docusign Employee
Lane.ShigiharaDocusign Employee
On-Demand Recording: Data Verification

In case you missed it, you can now watch the Spotlight: Data Verification event! Here’s what we covered: Installing Docusign Apps for Data Verification Selecting Data Verification Fields for Envelopes and Templates Signing a Document with Data Verification Fields Reviewing Data Verification Events For more resources, visit the Docusign Data Verification Guide

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Lane.Shigihara
Docusign Employee
Lane.Shigihara
Docusign Employee
Lane.ShigiharaDocusign Employee
How to leverage Data Verification to tackle Not-In-Good-Order (NIGO) documents

Data Verification will validate specific signer-provided data against trusted partner databases in real time to reduce Not-In-Good-Order (NIGO) documents caused by incomplete fields or errors. To learn more, here’s a short video on How to Send and Sign with Data Verification.

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Lane.Shigihara
Docusign Employee
Patty.Shaw
Docusign Employee
Patty.ShawDocusign Employee
Are you wondering where to begin with Maestro Workflows?

I have great news for you! We have built some workflow samples available for your use in our DocuSign Template Library! Getting your feet wet with a Sample workflow from the library will help you see the possibilities and power of using Maestro Workflows. Visit the Template Library to get started putting Maestro Workflows to work for you!

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Cristina.Zabeo
Docusign Employee
Lane.Shigihara
Docusign Employee
Lane.ShigiharaDocusign Employee
Common questions with Navigator

What is Docusign Navigator? Docusign Navigator enables organizations to store, manage, and analyze agreements with help from artificial intelligence (AI) within the Docusign IAM platform. With Navigator, you can: Drive efficiencies for your internal teams: Centralize agreements and empower your most valuable teams to find what they need fast. Uncover opportunities to reduce costs: Put AI to work to handle tedious tasks and uncover cost-saving opportunities by harnessing agreement data. Increase oversight and security: Tighten agreement access with rules that ensure only the right users have access to the right agreements. What are benefits and features of Navigator? Click here to display a table listing all of the key features and benefits of Docusign Navigator. How do I search for, filter, and find agreements using Docusign Navigator? Watch this video to learn more about how to use the available filters in Navigator to find your agreements quickly and easily. How do I manage user perm

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Lane.Shigihara
Docusign Employee

About this group


Join the IAM Center of Excellence to be part of a vibrant community that supports your journey with Docusign IAM, fosters collaboration, and drives the future of IAM success.

In this group, you can: 

  • Access exclusive programming and resources

  • Provide feedback about how Docusign can continue to improve solutions

  • Get resolution to your questions

  • Connect with other Docusign IAM customers build your professional network

Members

Gabriel.Hollandsworth
Community Admin
Jon.Levesque
Community Admin
Jo.Miller
Community Admin
C
Docusign Employee
Katie.Ryser
Community Admin
T
Docusign Employee
G
Docusign Employee
Brent.Holmes
Docusign Employee
Sean.Freeman
Docusign Employee
B
Newcomer
P
Docusign Employee
S
Docusign Employee
Kristin.Bourgeois
Docusign Employee
amy.baxter
Docusign Employee
D
Docusign Employee
JohnSantos
Valued Contributor
neethujkp
Troubleshooter
Patty.Shaw
Docusign Employee
G
Observer
Kelly.Morgan
Docusign Employee
K
Newcomer
Lane.Shigihara
Docusign Employee
Martin.Reyes
Docusign Employee
Pandy
New Voice
Lauren Wong
Docusign Employee
D
Observer
S
Observer
A
Docusign Employee
R
Observer
S
Newcomer
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