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Your April Guide to Docusign Community Events (Join Us!)

12 days ago

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leah.breenCommunity Admin

published in Community Announcements

Your Momentum25 Game Plan: Where to Be on April 16

If you’ll be at Momentum in NYC on April 16, you’ve probably noticed there’s a packed agenda with tons of sessions to choose from. Problem is that you can’t be everywhere at once. To help you how to plan your day, here’s a guide to sessions based on your industry and interests. See some you like? You can build your agenda here . Also, before we dive in, make sure you sign up for Community After Dark to connect and celebrate after the day is done! You’re all invited, but space is limited. If you’re in interested in what Docusign University (DSU) is hosting: If you’re interested in diving deep into Intelligent Agreement Management (IAM): If you’re interested in Docusign CLM: If you’re in healthcare & life sciences: If you’re in financial services: If you’re sales: If you’re in CX: If you’re in legal: If you’re in procurement: If you’re in HR: If you’re in IT: I f you’re in the public sector: Which sessions are you most excited about? Drop a comment below 👇

leah.breenCommunity Admin

published in Community Announcements

Momentum25 is around the corner—will we see you there?

Docusign’s flagship event returns 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! Let’s make it a great showing for the Docusign Community. Why attend? ✨ Transform your agreements with AI: See how Docusign AI streamlines sales, HR, procurement, and customer experiences. 🔍 Discover new opportunities with Docusign IAM: Learn how to tackle efficiency challenges and uncover new insights with specialized solutions. 🤝 Expand your network & get hands-on with the latest tech : Meet with Docusign experts in 1:1 sessions, explore live product demos, and connect with peers in sessions tailored to your industry. Whether you’re steering enterprise strategy or driving day-to-day agreements, Momentum25 will give you practical insights to harness Docusign more effectively so you can maximize business impact. Next steps 👉 Secure your spot today —register for fre

leah.breenCommunity Admin

published in Community Announcements

Your April Guide to Docusign Community Events (Join Us!)

Each month, we host events to help you get smarter at using Docusign, connect with experts, and collaborate with others who share your challenges and goals. Here’s what we have planned for you in April: Tuesday, April 1 | Trainer Tips Live: Approve and Decline Fields in eSignature Do you need a recipient to approve or decline a document without adding their signature or initials? Join this event to learn how, while still ensuring compliance and traceability in the envelope history. Why join? Discover how to configure these fields within a document See how the decision is captured in the envelope history and certificate of completion Ask your questions to a Docusign University product trainer 👉 Register now Tuesday, April 8 | AI-Assisted Review: Rule Writing Best Practices At the core of AI-Assisted Review is well-defined rules that enable AI to assess agreements for compliance, completeness, and risk. Join to discover best practices for crafting AI-compatible rules. Why join? Learn be

Docusign CommunityCommunity Admin

published in Community Announcements

Introducing the Release Hub in the Docusign Community! 🚀

We’re excited to introduce a brand-new section in the Docusign Community: Release Hub! This new space centralizes all Docusign product releases and release notes in Community —making it easier than ever to stay informed and get the most out of Docusign’s apps and solutions. Why you’ll love the Release Hub: Everything in one place : No more searching! All information about Docusign’s releases and updates are now centralized in one hub. Stay in the know : Subscribe to get notified about the latest updates as soon as they’re published. Engage & share your voice : Like, reply, and discuss updates directly with other Community members and the Docusign team. Learn from others : See how others are using new features, exchange tips, and gain deeper insights. Ask questions in context : Have a question about a new feature? Ask it right in the release post’s comments section! We built this with you in mind. Check it out now and let us know what you think!

leah.breenCommunity Admin

published in Community Announcements

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 intell

leah.breenCommunity Admin

published in Community Announcements

Your March Guide to Docusign Community Events (Join Us!)

Each month, we host events to help you get smarter at using Docusign, connect with experts, and collaborate with others who share your challenges and goals. Here’s what we have planned for you in March: Monday, March 3 | Trainer Tips Live: Automatic Template Matching Tired of manually setting up envelopes when a template already exists? Automatic template matching saves you time by detecting and applying the right template. Why join? Learn how to configure and customize template matching Discover best practices for optimizing this feature Save time and reduce manual work Register now Thursday, March 6 | Maestro Feedback Forum Have ideas or feedback on Docusign Maestro, our no-code automation tool? Join our interactive feedback forum to help shape future improvements. Why join? Provide direct feedback to the product team Connect with peers and discuss workflow challenges Help influence the future of Maestro Register now Thursday, March 13 | Financial Services Industry Group March Meetup

leah.breenCommunity Admin

published in Community Announcements

What’s Happening in the Docusign Community | February Edition

Hey everyone 👋 In this month’s newsletter, we’re focusing on three big things in the Community you won’t want to miss. Let’s dive in. 🚀 The Monthly Round-Up: A new Community event series Our Monthly Round-Up event series is in full swing! This new series brings you answers to the Community’s top questions. Each month, Docusign University trainers break down trending questions, give live demos, and share expert tips to help you get the most out of Docusign. Why join? Get answers to questions you and your peers are asking Watch live demos showcasing practical solutions and tips Ask follow-up questions during a live Q&A ICYMI: Our January session covered best practices for eSignature envelope recipients—watch the on-demand recording. 👉 Up next: Join us on Feb 20 to get answers to the most common questions about eSignature templates. ⌛Save time with custom fields Tired of formatting the same fields in every envelope or template? With document custom fields, you can create reusable field

leah.breenCommunity Admin

published in Community Announcements

The Newest Community Event Series: The Monthly Round-Up

Our Monthly Round-Up event series is in full swing! The series brings you answers to the Community’s most commonly asked questions. In each event, Docusign University trainers address trending topics, give live demos, and share actionable tips to help you get the most out of Docusign. 💡 Why join? Get answers to the most frequently asked questions from the Docusign Community See live demonstrations showcasing practical solutions and advanced tips Ask follow-up questions during a live Q&A 🚀 In case you missed it... Our January session focused on eSignature envelope recipients —catch the on-demand recording to learn best practices and key takeaways. 📅 Up next: February’s session on eSignature templates Join us on Feb 20 to get answers to the most common questions about eSignature templates.

leah.breenCommunity Admin

published in Community Announcements

Help Shape the Next Docusign Community Events! Take this 15 Second Poll 🗳️

We’re planning upcoming Docusign Community events and we want to make sure they’re the ones you can’t wait to attend. Let's never host a boring webinar. Help us create events you actually want to attend by completing the below poll and/or jumping into the comments with your thoughts. We can’t wait to hear from you!

leah.breenCommunity Admin

published in Community Announcements

What's happening inside the Docusign Community | January edition

Hey everyone 👋 We’re starting 2025 with a bang in the Docusign Community. From fresh product updates to events you won’t want to miss and even a chance to shine at Momentum, we’ve got something for everyone this month. 🚀 Have questions about Docusign’s most recent release? Docusign just rolled out tools to make agreements faster, workflows smarter, and identities more secure. Get the full scoop here . If you’re already using the new solutions, drop your tips in the comments or let us know if you have questions. 🥳 Let’s get some Community members on stage in NYC! The Docusign Customer Awards are open for nominations—winners will join us in NYC at Momentum. We’d love to see Community members up there in April, so get your submissions in today! More details here . 🗓️ Mark your calendar Here's a snapshot of what's coming up. Check out all our events here and subscribe to the page so you never miss an update. Real estate success with Docusign | Jan 15 (tomorrow) Join Docusign’s director

Docusign CommunityCommunity Admin

published in Community Announcements

The Docusign Community’s Top Navigation Gets a Fresh New Look!

We’re excited to share a fresh update to the Docusign Community’s top navigation! These changes are designed to make it easier and faster for you to find exactly what you’re looking for. Here’s a breakdown of what’s new: Get Started - New Category The Get Started section is now your go-to spot for onboarding. It features a new member guide, a handy checklist to help you kickstart your Docusign journey with valuable tips and steps to make the most of your experience. Get Help - New Category This category brings together two key sections under one umbrella: Community Announcements : Stay updated with the latest Docusign Community news and updates meant to help you get the most out of the Community. Help Forums : Previously called Discussions, this is your place for peer-to-peer assistance as you tackle challenges and share solutions. The rest of the navigation remains unchanged! You’ll still find the Get Inspiration section with agreement management insights, groups where you can connect

Docusign CommunityCommunity Admin

published in Community Announcements

The Docusign Customer Awards Are Open for Nominations!

The annual Docusign Customer Awards are open for nominations! We’re honoring organizations and individuals who have leveraged the power of Docusign to achieve remarkable results. Winners will join us at Momentum 2025 in New York City to celebrate your achievements and give your organization the recognition it deserves. With six unique award categories ranging from agreement transformation to change champions, there’s a perfect fit for your achievements. If you’ve used Docusign solutions to spark positive change, streamline processes, or deliver exceptional outcomes, your story could inspire others and earn you a spot among this year’s winners. 🎉 What’s in It for You? Recognition: Customer Awards recognize the success of customers around the globe. Celebrate your achievements with our network of more than 1.4 million customers, and give your team and organization the recognition they deserve. Celebration: As a Customer Award winner, you’ll take stage at Docusign Momentum 2025 to accept

leah.breenCommunity Admin

published in Community Announcements

What's Happening Inside the Docusign Community | December Edition

Hey everyone 👋 Welcome to the December edition of What’s Happening Inside the Docusign Community—read by 17,000 Community members around the world. From upcoming events to conversations you’ll want to weigh in on, there’s a lot in store this month. Let’s dive in. 🚀 Introducing Trainer Tips Live events Starting this month, we’re bringing Tips from Docusign to life with Trainer Tips Live! These 30-minute events are packed with actionable advice, expert insights, and live Q&A to help you work smarter. In the first event on Thursday, Dec. 12, learn how to delegate Docusign admin tasks so you’re not doing it all. You’ll find out how to set up tailored admin access with specific permissions to help streamline collaboration and better manage workloads. Reserve your spot now . 🎉 Cheers to 2024! Celebrate a great year with the Community On December 19, join other Docusign Community members to celebrate the close of the Community’s first year with trivia, a gift giveaway, leaderboard shoutout

Lindsay.RothfeldCommunity Admin

published in Community Announcements

Learn How to Delegate Docusign Admin Tasks – Dec 12

Starting this month, we’re bringing you Trainer Tips Live , a monthly event series designed to bring the Tips from Docusign section of the Community to life. These 30-minute events are your chance to dive deeper into actionable tips with expert guidance and real-time Q&A to help you work smarter with Docusign.. Kickoff Session Details Date: Thursday, December 12 Topic: Custom Permission Profiles & Delegated Admin Permissions for eSignature and CLM What You’ll Learn: How to set up tailored admin access with specific permissions Strategies to streamline collaboration and manage workloads Live answers to your burning questions RSVP to get it on your calendar

Gabriel.HollandsworthCommunity Admin

published in Community Announcements

Upcoming Site Maintenance - 11/22/24 9:00 PM - 11/23/24 2:00 AM Pacific Time

On November 22 9:00 PM - November 23 2:00 AM Pacific Time, this site will be temporarily unavailable as important updates are made to ensuring the platform continues to serve your needs efficiently and effectively. During this period, you will not be able to access any forums, articles, or community resources. We appreciate your patience and understanding as we work behind the scenes to bring you an updated community experience. Thank you in advance for your understanding and cooperation. Thank you for being part of the Docusign Community! - Docusign Community Team

Lindsay.RothfeldCommunity Admin

published in Community Announcements

Build the future of Docusign for HR and Procurement!

If you work in HR or procurement, you’re invited to join Docusign’s Design Partner Program—an exclusive opportunity to co-innovate with our product and marketing teams to shape Docusign’s Intelligent Agreement Management (IAM) applications for HR and procurement. What’s in it for you? ✅ Direct collaboration: Participate in regular meetings to share your work processes and challenges, helping us design solutions that make your job easier. ✅ Exclusive access: Get a first look at our product roadmap and the chance to test new features before anyone else. ✅ Community perks: Be among the first to receive swag, invitations to in-person events, and other goodies. Ready to innovate with us? Join one of the groups via the links below and we’ll be in touch! IAM for HR Design Partner Program IAM for Procurement Design Partner Program

leah.breenCommunity Admin

published in Community Announcements

What's Happening Inside the Docusign Community This November

Hey Docusign Community! 👋Welcome to the November edition of What’s Happening Inside the Docusign Community—read by 14,000 agreement managers around the world. From a sneak peek at Docusign Discover24 to Chicago meetups, there’s a lot in store this month. Let’s dive in! ✨ Get the newest agreement insights at Docusign Discover on November 20 Join us at Discover24 for all the latest product announcements and integrations. Docusign leaders will reveal powerful ways to maximize your agreements’ value—don’t miss it! 📣 Calling all developers! Discover24's developer event will explore next-level possibilities on the Docusign platform with expert sessions on new tools and integrations to enhance your builds. Plus, anyone can join the Discover24 Developer Scavenger Hunt—no event attendance required! Head over to the Community’s Developer Group between November 20-30 to solve hidden clues and earn an exclusive badge. 🎉 Chicago locals, come hang with us We’re bringing the Community to Chicago!

Docusign CommunityCommunity Admin

published in Community Announcements

Docusign Discover 2024: Explore What's Next in Agreement Technology

Big news: Docusign Discover 2024 is happening on November 20. Whether you're a customer seeking to unlock new opportunities or a developer looking to build the future of agreement technology, there’s something for everyone at this year’s event. Here’s the breakdown: Docusign Discover 2024 | Customer Event For the customers, the partners, and the doers. If you’re using Docusign to run your business and optimize agreements, this event is built for you. Join us to learn about the latest product announcements, tools, and partner integrations to unlock the full value of your agreements. What’s in it for you: Unify your agreement process : Get insider knowledge on product updates and partner integrations. Learn how to escape the agreement trap : Come away with the knowledge to make your agreements work harder for your business. Meet the community : Get face time with customers, partners, and Docusign experts. Docusign Discover 2024 | Developer Event For the builders, the coders, and the inno

leah.breenCommunity Admin

published in Community Announcements

Will we see you in Chicago in November? 🌆

We’re headed to Chicago for the Microsoft Ignite conference this November and decided to throw TWO epic Community events in Chicago. If you’re in the area, you’re invited to both—we can’t wait to see you! Here are the details for the events: Nov 18: Cruise the Chicago River with us Sunset Cruise: Glide through the heart of Chicago in a glass-enclosed vessel as the sun sets Premium Bar & Bites: Indulge in a full bar and chef-prepared light bites to keep you refreshed DJ Entertainment: Enjoy music and landmark announcements as we cruise along the river Exclusive Setting: We’re keeping this to 66 people to foster deeper conversations and meaningful connections Request to attend the Chicago River cruise on Nov 18 Nov 19: After-hours hangout at an arcade pizza bar Dinner on Us: Enjoy plenty of light bites, pizzas, and desserts—enough to keep you going without slowing you down. Open Bar: Yep, drinks are on us too, exclusively for our crew. Arcade Games: Test your skills on over 15 fr

leah.breenCommunity Admin

published in Community Announcements

📢 Happening Tomorrow! Live Session on Intelligent Agreement Management (IAM) Maturity

Is your agreement management process as effective as it could be? In a 30 minute live session on Oct 29, Will Spendlove, Chief IAM Evangelist at Docusign, will show you how to measure your organization’s intelligent agreement management (IAM) 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. Can’t make it? Ask your IAM maturity questions in the IAM Center of Excellence Community Group.

leah.breenCommunity Admin

published in Community Announcements

What's Happening Inside the Docusign Community | October Edition

Welcome to the October edition of What’s Happening Inside the Docusign Community. From upcoming meetups to new tips on how to get more out of Docusign, you’re not going to want to skip this. 🎉 IRL Meetups in Chicago This November We’re headed to Chicago for the Microsoft Ignite conference this November and decided to throw TWO epic Community events in Chicago. If you’re in the area, you’re invited to both—we can’t wait to see you! Grab the full details for the events: Nov 18: Cruise the Chicago River with us Nov 19: After-hours hangout at an arcade pizza bar 🗓️ Mark Your Calendar—Upcoming Live Sessions RSVP and we’ll see you there. Intelligent Agreement Management (IAM) Maturity | October 29 Ready to level up your agreement game? Join our 30-minute session with Will Spendlove, Docusign’s Chief IAM Evangelist, as he breaks down how to measure your organization’s IAM maturity. Sign up and get it on your calendar. Ask the Expert: Docusign + Salesforce | November 7 Whether you're just ge

Docusign CommunityCommunity Admin

published in Community Announcements

Upcoming Site Maintenance: 10/11/2024 8:30pm - 9:00pm Pacific Time

Hey Docusign Community! On October 11th, from 8:30 PM to 9:00 PM Pacific Time, the site will be temporarily unavailable as we perform maintenance on the back end of the site. We understand that access to the community is vital for many of our users, and we apologize for any inconvenience this might cause. Our team is committed to enhancing your experience, and these updates are essential in ensuring the platform continues to serve your needs efficiently and effectively. During this period, you will not be able to access any forums, articles, or community resources. We appreciate your patience and understanding as we work behind the scenes to bring you an updated community experience. Thank you in advance for your understanding and cooperation. Thank you for being part of the Docusign Community! - Docusign Community Team

leah.breenCommunity Admin

published in Community Announcements

Want to help make the Docusign Community even better? (Plus, $125 for your time)

Want to help make the Community more valuable for you and your peers? We’re looking for Community members to participate in a one-hour, 1:1 research session to provide feedback on their Docusign Community experience. Your insights will guide us in creating new offerings that empower you to get even more from the Community. What’s Involved: Session dates: October 7-11 Format: One-hour 1:1 Zoom call Focus: Docusign Community user experience Perk: $125 gift card for your time If you’re interested, please take this short survey . If you qualify, our research team will be in touch with you. Thanks for helping us make the Community better for everyone!

leah.breenCommunity Admin

published in Community Announcements

What's Happening Inside the Docusign Community | September Edition

Hey everyone 👋 Welcome to the September edition of What’s Happening Inside the Docusign Community—read by 11,000 agreement management professionals. Here’s the latest scoop👇 🗓️ Featured Upcoming Events Docusign @ Dreamforce 2024 Heading to Dreamforce 2024 in San Francisco this week? We can’t wait to see you there 🎉 We’ve lined up sessions and events to supercharge your agreement game with fresh insights and strategies. And since Dreamforce is a marathon, not a sprint, don’t forget to take a breather with us: swing by our booth for some fun with our 80s-themed fitness moves, games, and scavenger hunt. IAM in the AM Roadshows Curious about Intelligent Agreement Management (IAM), AI innovations around agreement management, and how other companies are implementing IAM strategies? Docusign is hosting in-person IAM in the AM sessions in San Francisco, Chicago, and Boston this September. Join us for these free, non-salesy morning sessions with a breakfast that we promise is way better tha

leah.breenCommunity Admin

published in Community Announcements

Introducing "Get Inspiration" on the Docusign CommunityNEW!

We’re so excited to share some BIG news: We just launched Get Inspiration , a dedicated space that’s all about sparking new ideas and advancing your expertise. Whether you're a longtime Docusign user or just starting out, Get Inspiration offers resources and thinking that will help transform how you manage agreements. What You’ll Find in Get Inspiration: Agreement Insights: Dive into thought leadership content on how to maximize the impact of your agreements. Tips From Docusign: Enhance your Docusign skills with actionable tips and tricks from our Docusign University instructors and product experts. On-demand Content: Access a library of recorded Community events and relevant resources, now available whenever you need them. Community Spotlights: Celebrate the learnings and successes of your peers through discussion prompts, stories, and interviews that highlight people’s journeys with Docusign. What’s New @ Docusign : Keep updated with a regular roundup of platform updates, product new

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