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leah.breenLeah Breen

published in Community Announcements

Update on the status of submitted ideas

Hi everyone! We’ve heard your questions about the status of submitted ideas in the Ideas forum.Internally, the Docusign team is actively reviewing your feedback and working on a consistent response process. We promise we are listening and sharing this feedback with the right people. While we don’t have an exact timeline for status updates just yet, we’ll share an update as soon as we can.Thanks for your continued input and patience. Please keep the great ideas coming!Also: if you’re wondering what’s up next on the Docusign product roadmap, you can bookmark this link to the roadmap overview.

leah.breenLeah Breen

published in Community Announcements

August newsletter: Smarter workflow strategies

August newsletter: Smarter workflow strategies

Hey Docusign Community 👋This month we’ve got quick wins you can use right away, from making Docusign emails easier to track to practical AI upgrades for your workflows. Plus, you get to choose the topic for our next Developer AMA in September.🗳️ Cast your vote: September Developer AMAThe next Developer Async Ask Me Anything (AMA) is coming up in September and we want you to decide what we cover. Cast your vote in this poll to let us know which topic you’d find most valuable. ✍️ Steal this playbook from Insperity to get agreements moving fasterIf you’ve ever felt frustrated by how slow or messy agreement work can get, you’re in good company. Insperity, an HR services company, ran into the same issues. Sales reps were emailing agreements, legal reviews dragged on, and key dates were buried.So they set out to fix it. Here’s the playbook they followed, with takeaways you can put into action today using Docusign.Step 1: Stop recreating agreements from scratchTeams were wasting hours draft

leah.breenLeah Breen

published in Community Announcements

What’s new in the Docusign Community | July edition

What’s new in the Docusign Community | July edition

Hey Docusign Community 👋This month, we’re focusing on ways to modernize, streamline, and embed Docusign with fewer headaches. Two async AMAs (one for admins, one for devs) and a quick tip that could save your team from a recipient mess. Ask Me Anything (AMA): How to modernize agreement workflows when everyone's used to the "old way"Ever feel like your agreement process is stuck in the ‘90s?That’s exactly where Chris Lavin found himself at AAA Washington. Agreements had to be printed, scanned, and tracked manually—slowing everything down.By rethinking agreement workflows and introducing Docusign, Chris helped cut agreement turnaround time from 14 days to just one.In this async AMA thread, Chris is here to give you advice about modernizing agreement workflows.Rolling out Docusign and hitting resistance? Trying to prove the ROI to leadership? Want feedback on your Docusign use case? He’s been in your shoes—ask away.Plus, when you comment with a question, you’ll be entered into a giveaway

leah.breenLeah Breen

published in Community Announcements

What’s new in the Docusign Community | June edition

What’s new in the Docusign Community | June edition

Hey everyone 👋This month, we’re looking at how to take the manual work out of managing agreements, from automating contract tracking with IAM tools to speeding up document prep with AutoPlace.Let’s get into it👇Docusign @ Docusign: Ditching the spreadsheetsIf you’re still using spreadsheets to track SLAs, renewals, and supplier obligations, you’re probably missing deadlines, duplicating work, or overpaying vendors. And you’re not alone.Docusign’s own legal operations and procurement teams felt the same squeeze.So they ditched the spreadsheets and used two IAM tools, Navigator and Maestro, to get out of reactive mode and into control.Here’s what they did (feel free to steal the playbook): Replaced contract tracking spreadsheets with a smart repository: Legal ops uploaded thousands of existing agreements into Navigator in just a few days. Now, every new supplier agreement signed in Docusign is automatically added. Set up automated renewal alerts: Instead of relying on task trackers an

leah.breenLeah Breen

published in Community Announcements

Earn a DSU badge? It’ll now appear on your Community profile

🎉 DSU badges are now live in your community profileWe just rolled out a new update that brings your Docusign University (DSU) certifications into your Community profile. If you’ve earned and accepted a certification badge through Credly, it’ll now automatically show up as a badge on your Community profile. No extra steps needed.This new integration is all about making it easier to showcase your expertise and see how many fellow members are upskilling through DSU. It’s starting with seven core certifications and will expand over time.✍️ Key points DSU certification badges will now automatically appear in your community profile once accepted through Credly If you’re not a member of the Community yet, your badges will still be saved and synced once you register (for free!) using your Docusign credentials This update helps highlight the growing number of certified experts in the Community The first wave includes seven certifications across CLM and eSignature roles 🎙️ Community cha

leah.breenLeah Breen

published in Community Announcements

Your June guide to Docusign Community events (join us!)

Your June guide to Docusign Community events (join us!)

Each month, we host events to help you level up, ask questions to experts, and connect with others who share your goals.Here’s what we have planned for you in June👇Tuesday, June 3 | How to Add Fields Automatically with AutoPlaceSpend too much time manually dragging and dropping fields? Learn how to streamline your templates and save time using AutoPlace. This interactive Trainer Tips Live session shows you the power of AutoPlace.Why join? Learn how to insert multiple fields in one step Get expert advice on building reusable, efficient templates Ask your AutoPlace and template questions live 👉 Register nowThursday, June 5 | Legal Book Club: Leading Without AuthorityIf you work in legal, join the new quarterly Legal Book Club! We’re kicking off with Leading Without Authority by Keith Ferrazzi & Noel Weyrich, a book that challenges traditional leadership and team collaboration models. Why join? Connect with peers in legal and legal ops Dive into meaningful discussion with Krys

leah.breenLeah Breen

published in Community Announcements

What’s New in the Docusign Community | May Edition

What’s New in the Docusign Community | May Edition

Hey everyone 👋This month, we’re diving into how to get more out of the agreements you already manage, from uncovering hidden insights in your documents to tapping into new AI-assisted features. Let’s get into it 👇 🚀 What’s next in Intelligent Agreement Management at DocusignBy now, you’ve probably heard that Docusign rolled out a powerful set of new Intelligent Agreement Management (IAM) capabilities in 2025 Release 1. This release was BIG, so the Community hosted an event with Docusign product managers to break down what’s new. The panelists took attendees behind the scenes of the latest AI-assisted features to unpack how to start using the new capabilities in your work. The session walked through everything from integrated tools to prepare agreements, to pre-built workflow templates, smarter contract intake, streamlined task management, and more.👉 Watch the event replay. Then drop your questions or feedback in the comments. ✍️ AI-assisted review: Speed up deals.Many of you in the

leah.breenLeah Breen

published in Community Announcements

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

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

Each month, the Community hosts 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 May:Thursday, May 1 | Inside Docusign's Newest AI and IAM AnnouncementsJoin Docusign product experts to unpack the newest features announced at Momentum25, including Docusign’s new AI engine Iris, Agreement Preparation tools to speed up contract creation, secure Workspaces for tracking complex agreements, the ability to use AI to review contracts, and more. Why join? Explore new Intelligent Agreement Management (IAM) tools that are shipping this year Get the inside scoop on what’s coming next and how to get early access Ask questions about how you can use what's launched 👉 Register nowTuesday, May 6 | Maestro Feedback ForumHave thoughts about Maestro workflows? Join Docusign’s product experience research team for a live conversation about recent and upcoming Maestro features t

leah.breenLeah Breen

published in Community Announcements

What's New in the Docusign Community | April Edition

What's New in the Docusign Community | April Edition

Hey everyone 👋This month, we’re spotlighting three things in the Community that you won’t want to miss—from a celebratory giveaway to a deep dive into Navigator and a must-see tip on document visibility. 🎁 Join the conversation about 2025 Release 1 & Momentum25 and you could earn a giftApril’s been big over here : Momentum25 just wrapped up Docusign 2025 Release 1 went live The Community launched the Release Hub And the Community turned one year old! So we wanted to do something special to celebrate with you all.Here’s the deal: Between now and May 1, comment on select posts in the Community related to Momentum and Release 1, and you’ll be automatically entered into a drawing for a gift.The best part? If you’re selected, you get to choose from a selection of premium gifts worth $100—think California olive oil, alpaca throw blankets, artisanal coffee bundles, and more. Then ship what you picked out straight to your door.👉Want to join in? Head to this post to get started. Ta

leah.breenLeah Breen

published in Community Announcements

Your Momentum25 Game Plan: Where to Be on April 16

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.breenLeah Breen

published in Community Announcements

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

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 doneThe 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 Iris 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 free! �

leah.breenLeah Breen

published in Community Announcements

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

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 eSignatureDo 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 nowTuesday, April 8 | AI-Assisted Review: Rule Writing Best PracticesAt 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 best practi

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.breenLeah Breen

published in Community Announcements

What's Happening Inside the Docusign Community | March Edition

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 int

leah.breenLeah Breen

published in Community Announcements

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

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 MatchingTired 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 nowThursday, March 6 | Maestro Feedback ForumHave 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 MeetupIf you wo

leah.breenLeah Breen

published in Community Announcements

What’s Happening in the Docusign Community | February Edition

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

leah.breenLeah Breen

published in Community Announcements

The Newest Community Event Series: The Monthly Round-Up

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 templatesJoin us on Feb 20 to get answers to the most common questions about eSignature templates.

leah.breenLeah Breen

published in Community Announcements

Help shape future Docusign Community events! Answer this one-question poll

Each month, we plan Docusign Community events and we’d love your input to ensure they’re relevant to you. 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 ideas for other event types or topics.We can’t wait to hear from you!

leah.breenLeah Breen

published in Community Announcements

What's happening inside the Docusign Community | January edition

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 calendarHere'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 of

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 CategoryThe 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 CategoryThis 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 wit

Docusign CommunityCommunity Admin

published in Community Announcements

The Docusign Customer Awards Are Open for Nominations!

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.breenLeah Breen

published in Community Announcements

What's Happening Inside the Docusign Community | December Edition

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 eventsStarting 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 shoutou

Lindsay.RothfeldDocusign Employee

published in Community Announcements

Learn How to Delegate Docusign Admin Tasks – Dec 12

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 DetailsDate: Thursday, December 12 Topic: Custom Permission Profiles & Delegated Admin Permissions for eSignature and CLMWhat 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 questionsRSVP 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.RothfeldDocusign Employee

published in Community Announcements

Build the future of Docusign for HR and Procurement!

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

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