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Financial Services Industry Group

  • 28 Topics
  • 71 Replies

Events & Recordings

November Peer Group Presentation on Web Forms

Hello! It was a pleasure presenting the HWB Web Form Journey to the group! 😊 I’ve provided the video of the presentation for you all in this post. If you have any questions, I would be happy to answer them. Have a great day! This presentation is intended solely for the use of the peer group and is not to be reproduced, presented, or published outside of this group. Docusign does not claim ownership of the content within this presentation.

Retrieve to OnBase: Peer Group Recording from 9/12/24

From the Financial Services Industry Peer Group meeting on 9/12, my presentation on Retrieve to OnBase: Please let me know if you have any questions. This is presented here for use by other peers and is not for reproduction/presentation/publication outside of the peer group. DocuSign does not own the rights to the content presented within this presentation.

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Community Admin
Docusign CommunityCommunity Admin
Welcome to the Financial Services Industry Group!

This group is meant for professionals in banking, lending, insurance, wealth management, and financial operations. Join the conversation to share insights, discuss trends, and exchange best practices in financial services. You don't need to be in the financial services industry to join, but all discussions must focus on financial services. Topics include: ✅ Digital transformation: How financial institutions are modernizing agreements and workflows. ✅ Regulatory compliance & risk management: Navigating industry regulations ✅ Customer experience: Strategies for improving onboarding, account openings, and approvals. ✅ Automation & efficiency: Reducing manual processes and accelerating agreements. ✅ AI & data-driven agreements: Leveraging AI for fraud detection, contract intelligence, and analytics. ✅ Security & trust: Best practices for protecting sensitive financial data and ensuring compliance. ✅ Lessons learned : Real-world experiences and innovative use cases from peers in financial s

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D
Community Admin
nikki.erakovich
Docusign Employee
nikki.erakovichDocusign Employee
Get started with Workspaces!

Thank you for joining us the Community meet up yesterday! For those who are interested in trying out Workspaces, we invite you to join a webinar with our Onboarding team next week that will focus on tailoring Workspaces to solve your specific use cases. Please use this link to register for a session that works for you and your team! Learn to simplify customer experience, boost collaboration, and speed up agreement processes with secure authentication and permissions.

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nikki.erakovich
Docusign Employee
C
Newcomer
CDawesNewcomer
Durable Medium

Hi. We are an eSignature user and have questions about providing the documents in a “durable medium” to customers. Have any other financial institutions had similar and what did you do to overcome it? Many thanks.

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D
Newcomer
L
Newcomer
Loges17Newcomer
Flexible Authorized Signatory List

Hi all I am new to the community and I tried to search but didn’t see anything that fit my question. We are trying to set up an Authorized Signatory List (“ASL”) through DocuSign and there are 34 people to sign which can become quite cumbersome. We have issues where some signers use the wrong signature or something goes wrong and we have to void the whole thing and have everyone sign again. Is there a setting or product that will make this process more flexible if signers make a mistake to fix it without needing to resubmit it to all signers again etc. Thanks. PL

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Community Moderator
Wendi Barker
Conversation Starter
Wendi BarkerConversation Starter
Financial Services Industry Group January Meetup

I was not able to get logged in for this event. One link I had asked for log in but any I tried did not work. I used the Forgot Password option and never received a link to reset. A different link I had took me to the page to save my spot which I had already done and saved to my Outlook calendar. Not sure what I am doing wrong or if there is a way I can test my connection so I don’t miss out on future events. Such a bummer!

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Lindsay.Rothfeld
Community Admin
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Newcomer
AmyAguilarNewcomer
Conditional Logic

Good afternoon. I have an INTAKE document we use for employees to evaluate their counseling needs and determine whether they need to complete further assessments. So the initial screening tool uses a group of check boxes and yes/no questions to evaluate if further testing/assessment is need. If they score above a “1”, the page will display with all of the questions. If they score a “0”, it it to note “SKIP THIS PAGE” and no questions appear. I have built conditional logic so it will calculate a “1”(hidden as it would print white) for each yes answer. Then the formula uses conditional logic to either display the questions or the skip message. For some reason it is not working. All formulas have been verified but the logic is not working. Does anyone have any insight into why this might be happening? Is there such a thing as a conditional logic limit? Am I missing a setting in how I have my pages organized? HELP. I am stuck.

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Community Moderator
BillD-Croghan
Conversation Starter
BillD-CroghanConversation Starter
I am stuck. I am trying to pass partially completed forms from LaserPro to DocuSign

Good afternoon, I spoke with a couple of the helpful people at our last forum, and got some great ideas but I cannot seem to get them to work correctly. I will try to explain in a little better detail, and I am hoping that someone has had better luck in resolving this issue. We generate our loan documents in LaserPro. There are a bunch of forms and different workflows depending on the loan type, so I started with just creating a template with one of the forms in it: ACH Authorization to Debit Account for Payment. I have created a blank template of the form - no information filled in. The blank template of course is no longer secure since I had to edit it to create the blank template. More on this in a bit. I gave the testing template a unique name so that I can copy-paste it into the Template Field in LaserPro when selecting Print to eSign: DNU ACH AUTH. I recall the loan, only select the ACH form, and send to print to eSign. I enter the above template name. This part works - it goes t

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BillD-Croghan
Conversation Starter
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Docusign Employee
Eric.OliveDocusign Employee
Calling Banking & Wealth Management Professionals: Influence Docusign’s Product Roadmap

At Docusign, we’re committed to continuously improving your experience and creating solutions that help you achieve your goals. To deepen our understanding of your needs, we’re conducting a series of in-person site visits with select retail banking and wealth management customers. Right now, we’re looking for customers interested in participating in these site visits. What’s involved? The visits are scheduled for December 9–19, 2024 . During the site visits, we’ll: Meet with up to four employees at your organization, including decision-makers and team members who work closely with agreements. Explore how agreements fit into your daily workflows, pinpoint where challenges arise, and identify opportunities to streamline processes. Why participate? By participating, you’ll have the chance to: Share your expertise and challenges directly with the Docusign team. Influence the Docusign product roadmap to address your specific needs. Help co-create solutions that deliver measurable results, s

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Docusign Employee
Christina Griffith
New Voice
Christina GriffithNew Voice
November Peer Group Presentation on Web Forms

Hello! It was a pleasure presenting the HWB Web Form Journey to the group! 😊 I’ve provided the video of the presentation for you all in this post. If you have any questions, I would be happy to answer them. Have a great day! This presentation is intended solely for the use of the peer group and is not to be reproduced, presented, or published outside of this group. Docusign does not claim ownership of the content within this presentation.

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Christina Griffith
New Voice
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New Voice
payrollqsNew Voice
Canada tax form T2200 and Quebec TP 64.03

Has anyone created templates for CRA form T2200 and Revenue Quebec form TP 64.03? I’m hoping to pull data from ADP Workforce Now in csv or excel format to populate a lot of the fields.

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P
New Voice
skylerkanipe
Newcomer
skylerkanipeNewcomer
Question Regarding RON

Hi all! Would you be willing to share how your institution is currently using RON? We are currently not utilizing any online notary and are looking at potentially using this for at minimum consumer loans. Once concern we would love to hear how you tackled is in person closings, do you send via docusign for processing or do you send those the old fashion way for processing? One painpoint we are looking to clean up is the length of time it takes for the physical loan docs to get back to processing to get worked and scanned. Any information would be helpful! Thank you!

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skylerkanipe
Newcomer
M
New Voice
Melissa FosterNew Voice
Retrieve to OnBase: Peer Group Recording from 9/12/24

From the Financial Services Industry Peer Group meeting on 9/12, my presentation on Retrieve to OnBase: Please let me know if you have any questions. This is presented here for use by other peers and is not for reproduction/presentation/publication outside of the peer group. DocuSign does not own the rights to the content presented within this presentation.

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Lindsay.Rothfeld
Community Admin
Lindsay.Rothfeld
Community Admin
Lindsay.RothfeldCommunity Admin
Be Part of Our Exclusive Beta for Transactions Spaces!

Hey FINS Group! ✋ We're thrilled to offer FINS Industry Group members the chance to join our upcoming Beta for Transactions Spaces, a new offering designed to bring people, agreements, and information together in a single space. About Transactions Spaces: We know many of you need to send multiple agreements to the same recipient in a single day, and juggling various agreements in multi-step transactions can feel overwhelming and chaotic. Transactions Spaces simplifies the process for you and your customers by centralizing all agreements in a secure, collaborative hub. Now you'll be able to deliver a seamless customer experience and build strong relationships that keep customers coming back. What’s in it for you? Early Access: Be among the first to experience this new feature. Influence Product Development: Help shape the final product with your feedback. Exclusive Perks: Enjoy 50% off the Advanced Workflows add-on for using Transactions Spaces during the Beta & get a $50 Visa gift card

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Lindsay.Rothfeld
Community Admin
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Newcomer
SaravanaPrasannaNewcomer
Template configurations

Hi I have a couple of questions related to Is it possible to use same template to dynamically switch within signers as per the below scenarios. Only signer A needs to sign Only signer B needs to sign Both signer A & B needs to sign (Note: Individual templates with one and 2 members as tested that works fine). Can we hide email id of applicant from each other? (Note: Observed email id is visible upon hovering on applicant’s signature)

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JohnSantos
Valued Contributor
Wendi Barker
Conversation Starter
Wendi BarkerConversation Starter
Layered Conditional Logic

Hello all! Apologies now if I do not make any sense or if I am making this way more complicated than it needs to be! I have a template with conditional logic that is working. However, I would like to add additional logic if possible. Here is a screen shot of my form. Current logic: A box at the top of the form is checked requiring this section to be complete. If any of the ‘other’ boxes are checked a text box appears. If any of the boxes under Frequency of ACH Payroll or Frequency of ACH Tax is checked text boxes appear. What I would like to happen is the boxes under Frequency of ACH Payroll and Frequency of ACH Tax not to show initially. If Payroll or Tax Payments box is checked then the boxes show and still have the logic if one of those boxes is chosen a text box appears. The check boxes in each section are grouped with validation to choose at least one. Thank you! Wendi

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Wendi Barker
Conversation Starter
BillD-Croghan
Conversation Starter
BillD-CroghanConversation Starter
Question about tagging our posts

I posted a question to this group, since I was more likely to get a knowledgeable response from other FI’s using DocuSign, but I see that it got moved when I came back to check on any responses. Should we not be using the tags if we want to have the topic remain here? I used the integrations → other tag and it now is in I thought that by tagging it, maybe it would be helpful, but now I think it will end up with a lot of people asking what the heck is LaserPro?!

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A
Community Moderator
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New Voice
jeludyNew Voice
Hiding sensitive information from signers

I need to send account signature cards to my customer and their employees. I want to block out sensitive data, such as SSN and Mothers Maiden Name information. I know how to do that with TEXT/FORMATTING/HIDE TEXT WITH ASTERISKS, but once the form is signed, everyone gets a copy of the form anyway and it still shows all the information what was blocked. Is there a way to make certain recipients/signers not see that information on the copy once it is signed, or for them to not get a copy of the form?

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lcornwell
Conversation Starter
Lindsay.Rothfeld
Community Admin
Lindsay.RothfeldCommunity Admin
Feedback Opportunity!

Hey there! We are looking forward to seeing some of you at this Wednesday’s virtual meetup 😀 In the mean time, I wanted to make sure you also saw an opportunity to provide feedback that was posted in the Community last week: Our user research team is seeking customers who work in Financial Services to take a short survey about challenges you currently face with agreement management and features that could potentially help address those challenges. As a token of our appreciation for completing the survey, you’ll receive a $30 USD (or equivalent in your local currency) virtual gift card. If you prefer, you can choose to donate your gift to a charity instead. You can access the survey here. And below is the original Community Announcement (make sure to subscribe to the Announcements page so that you never miss out!)

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Lindsay.Rothfeld
Community Admin
BillD-Croghan
Conversation Starter
BillD-CroghanConversation Starter
What integrations are you using?

I was just curious at what integrations and workflows other financial institutions are using with DocuSign? We just have a simple Retrieve server that our network staff is working on trying to “smooth” the process of getting completed into Fiserv Director. We ran into a couple of issues early on where people were more than happy to convert to digital signatures, use MFA (correctly!) and brought DocuSign into their workflows, but ended up not being able to do much automation because of the lack of metadata.

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Newcomer
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Docusign Employee
helen.leeDocusign Employee
AI-powered Suggested Fields Beta: Sign up now for early access!

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality. What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview. Feature demo

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Docusign Employee
H
Docusign Employee
helen.leeDocusign Employee
AI-powered Suggested Fields Beta: Sign up now for early access!

We are recruiting for customers to participate in the Beta for our upcoming AI-assisted feature: Suggested Fields! With Suggested Fields, you will be able to eliminate manual efforts in field creation and agreement preparation, while paving the way to easily unlock data within agreements. Fill in this form if you are interested in participating. What is Suggested Fields? Suggested Field is an AI-assisted feature that automates the generation and placement of custom text fields based on document content when creating a new envelope or template. When is the Beta? The Beta is targeted to run from around Aug 20 – Oct 20. During this time, participating users will get free early access to the Suggested Fields functionality. What are the commitments? Participating in the Beta is easy! We simply ask users to test out the functionality and provide feedback through 2 surveys throughout the course of the Beta program. We also might ask some users to participate in a short interview. Any question

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H
Docusign Employee
Lee.Jorgenson
Docusign Employee
Lee.JorgensonDocusign Employee
Register for the next FINS Peer Group Call on 7/11!

Our next FINS Peer Group call is coming up on 7/11 from 1-2:30pm ET. Register now!

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Lee.Jorgenson
Docusign Employee
leah.breen
Community Admin
leah.breenCommunity Admin
Want to Learn How Real-Time Data Verification Can Reduce Fraud?

Are you and your team focused on reducing NIGO (Not In Good Order) rates and mitigating fraud and compliance risks? On July 18, Docusign is hosting a webinar where we'll spotlight our newest platform service, Data Verification, and demonstrate how it can be used alongside other Docusign capabilities to transform key processes for your institution, such as electronic funds transfers. Why Attend? Fraud and NIGO forms are persistent challenges in the financial services industry, leading to poor customer experiences and costly rework. With Data Verification, you can eliminate these issues by verifying signer-inputted data (such as bank account information, SSN, and address) in real-time before a customer finishes signing. In the Session, You'll Learn: An introduction to our new platform service, Data Verification Applications to Financial Services Solution Demo Q&A Register now to learn how to reduce friction and enhance your processes with real-time Data Verification.

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leah.breen
Community Admin
Lee.Jorgenson
Docusign Employee
Lee.JorgensonDocusign Employee
5/9 FINS Peer Group Recap

Thanks to those who were able to join us last Thursday for our latest FINS Peer Group meeting! Below is a recap of some of the topics that were covered (with names removed to protect privacy). Feel free to continue the conversation here or start a thread regarding a new topic! Benefits between siloing (having separate accounts) vs keeping everybody in one account. Feedback: Only silo where technically required. ​​​​​​​One department doesn’t want to give their users the ability to upload documents. Setting up accounts around auto-provisioning when using multiple sub-accounts. Need for bulk updating of bulk user groups at org level. Remote Online Notary: Some customers are testing across states currently. Docusign’s New Notary Connect offering was mentioned. Momentum Feedback IDV Verification - Did DocuSign use pilot user groups with older users with IDV? In-branch signing: Some branches are using digital account opening in branches with in-house signing. Credit Union with older demograp

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Christina Griffith
New Voice
PrincessAmy
New Voice
PrincessAmyNew Voice
Intro Post from South Bend Indiana

Hi ALL! I am Amy Hase. I am with 1st Source Bank in South Bend Indiana. I am an eSign Admin for my org. We have a Signature core and use Nautilus (OnBase) for Document Storage. We have really begun to grow our use cases and we are just starting to do integrations and automations! Feel free to reach out and I will always do my best to respond!

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Wendi Barker
Conversation Starter

About this group

Welcome to the Financial Services Industry Group page! This is a page for Financial Services customers who would like to connect with their peers. Group members can ask questions, engage with other participants, network, learn from others and showcase their own successes.  Additionally, this group meets bi-monthly via Zoom for LIVE discussion. Simply click “Ask the Community” to create a post!

Members

Gabriel.Hollandsworth
Community Admin
Jon.Levesque
Community Admin
T
Docusign Employee
G
Docusign Employee
sofian_solusign
Troubleshooter
Sean.Freeman
Docusign Employee
B
Newcomer
L
Observer
Alana.Astringer
Docusign Employee
Uwe.Gundermann
Docusign Employee
S
Docusign Employee
JohnSantos
Valued Contributor
Christina Griffith
New Voice
Michael.Rave
Docusign Employee
N
Docusign Employee
Lee.Jorgenson
Docusign Employee
Lauren Wong
Docusign Employee
M
New Voice
V
Observer
wbarker_redcanoe
Newcomer
M
Docusign Employee
S
Newcomer
Jennifer.Lauchlan
Docusign Employee
A
Observer
B
Newcomer
Alexandre.Augusto
Docusign Employee
L.Martinez
Newcomer
Justin Jiang
Digital Collaborator
J
Docusign Employee
PrincessAmy
New Voice
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