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Inspiration for every step of your agreement journey with Docusign and beyond.

Docusign IAM achieves FedRAMP-Moderate authorization to power government agencies

We’re excited to announce a major milestone: the Docusign Intelligent Agreement Management (IAM) platform is now FedRAMP-Moderate Authorized.This means federal agencies can now use IAM platform to modernize agreement processes with the security and compliance they require. And the IAM platform is on track for GovRAMP authorization, extending IAM’s value to state and local governments. What this means for government agenciesWith the IAM platform, agencies can:🚀 Modernize the constituent experience with digital-first, self-service applications ⚡ Automate agreement operations like signing, routing, and filing to reduce delays 🔒 Securely centralize data and surface real-time insights while maintaining transparency and complianceThis helps agencies streamline operations and reallocate resources to focus on more impactful public service workDocusign IAM platform brings together trusted tools you already know (like eSignature) with powerful new capabilities including Maestro for workflow a

2 hours ago

C.AlemanDocusign Employee

published in Tips from Docusign

Keep Track of Administrative Changes Using the Account Audit Logs

Want to keep track of the changes being made to your account settings? Take a look at the audit logs! The audit logs allow administrators to keep track of changes to settings, billing information, plan type, and users. In the audit logs, you can view when a change was made, who made the change, a description of the change, the field that was changed, as well as old and new values. The audit logs can be viewed within the account by going to Admin > Audit Logs. The audit logs will show changes made to the following information:Account settings User settings Billing credit card and billing address information Account plan changes Permission profiles (does not include creation or deletion of permission profiles) Envelope sharing settings Branding changes Electronic Record and Signature Disclosure changes Document Custom Fields Envelope Custom Fields When viewing the logs, a filter can be added to limit the information in the log by date range. By default, the log shows the account chan

5 hours ago

amy.baxterDocusign Employee

published in Tips from Docusign

All Right, Stop. Collaborate and Manage…Your Agreements.

Looking for a more straightforward way to streamline your agreement workflows in a centralized hub? Docusign Agreement Desk is designed to simplify intake, facilitate collaboration, and expedite approvals. Use Agreement Desk across multiple industries and lines of business (LOB). ✅ Agreement Desk for Your LOB 👉 Agreement Desk Use Case Examples Sales - New Contract Legal - Nondisclosure Agreement Procurement - New Software Request IT Operations - Incident Reporting Human Resources - Employee Onboarding 🧰 Additional Resources Explore the following Docusign University enablement tools to learn more about Agreement Desk.Docusign Agreement Desk Use Case Guide Live Training: Get Started with Docusign Agreement Desk Agreement Desk Video Playlist 🤝 Share Your Experience Have you used Agreement Desk yet? If so, is there a particular use case you were able to automate? Did the title of this tip make a certain 90s song pop into your head? 😉 Share in the replies below.

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4 days ago

Erik.EngelstadDocusign Employee

published in Tips from Docusign

Docusign Trainer Tips: Create and deploy a Component Package in Docusign CLM

Administrators can transfer a component package to a destination CLM account, for example, moving components from a UAT environment to a Production environment. Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how to create a Component Package in Docusign CLM and deploy it to other Docusign CLM accounts. Key Take-aways:You can move components from one CLM account to another. To create and install a package, you must be a CLM administrator. Packaging is not meant to migrate a large amount of content, such as documents, from one account to another. Additional Resources:For further information about the creation and deployment of a Component Package in Docusign CLM, check out the following article:https://support.docusign.com/s/document-item?language=en_US&bundleId=pxt1643324456371&topicId=pgv1576609934376.html&_LANG=enus We also have instructor-led courses on many other topics. Please visit our live training calendar and register for

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6 days ago

leah.breenLeah Breen

published in What's new at Docusign

New Maestro template for UK businesses: Right to Work

We’re excited to share that a new pre-built Maestro workflow template is now available to help UK businesses meet their Right to Work check obligations.By law, every employer across the UK and Northern Ireland must complete these checks. Depending on the candidate’s citizenship and documents, they can often be done digitally.This new template, powered by Docusign’s Intelligent Agreement Management (IAM) platform, makes it easier to:✅ Digitally verify UK & Irish passports (and Irish passport cards) via Onfido, a certified digital verification service ✅ Capture and validate Home Office Share Codes for non-UK/non-Irish candidates ✅ Securely store verification results with a full audit trail to support complianceThe result: less manual admin, fewer errors, and a faster, smoother onboarding experience for new hires.What you’ll need to use this workflowAn IAM plan Docusign ID Verification add-on Google Drive connected to your Docusign accountYou can find the template today in the Workflo

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6 days ago

C.AlemanDocusign Employee

published in Tips from Docusign

Use Custody Transfer Rules to Have Envelopes Come “From” a Generic User

Need your envelopes to look like they are coming from a generic user? If so, check out custody transfer rules. With custody transfer rules, you can automatically transfer an envelope from a user to another user on your account. Custody transfer rules are set up by a DS Admin under Admin > Custody Transfer. When setting up a rule, you can select the “From”. This allows you to control which user or groups the rule will apply to. When these users or groups send envelopes, they will be transferred as a part of the rule. Note: This rule will apply to any and all envelopes the user(s) or group sends. Next, you can choose the “To”. This is who the envelopes will be transferred to. Here is where you could select a generic user. For example, maybe you create a user profile named “Company ABC Sales Department” or “Company ABC HR Department” For the email address of this user profile you could use a generic department email address or distro. You’ll then choose the folder where you want the e

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12 days ago

Glen.SteinhardtDocusign Employee

published in Tips from Docusign

Docusign Trainer Tips: Add an Upload Request in Workspaces

Do you use Docusign Workspaces to bring your agreement participants together in a central, collaborative hub? Sometimes, we aren’t sure if we have the most updated document to provide to our recipients, so we need to invite the person in charge of maintaining the document into our workflow.In this video, a Docusign Trainer will show you how to create an upload request in Docusign Workspaces, which allows you to easily collect documents from others and track their status as they travel through the agreement process. Key Take-aways: Create an upload request within a Docusign Workspace. Add details to the request, such as a description and a due date. See how the recipient can upload the requested document to the workspace. Additional Resources: Learn more about Docusign Workspaces Continue the Conversation How do you think you might use this tip in your workflow?

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13 days ago

amy.baxterDocusign Employee

published in Tips from Docusign

Master Automated Workflows: Earn Your Docusign Maestro Workflows Pro Badge!

Are you ready to transform how your organization handles agreements? Are you looking to earn industry-recognized credentials that showcase your expertise in the powerful Docusign Maestro platform?Docusign University’s new Docusign Maestro Workflows Pro exam provides the ideal opportunity to validate your skills and become a recognized expert in building, utilizing, and managing agreement workflows with Docusign Maestro. 🔀 Why Docusign Maestro? Docusign Maestro is a no-code solution for building and deploying automated workflows, designed to help you effectively create, use, and manage agreements. Maestro is the cornerstone for developing an Intelligent Management process within your business. 🏅 Become a Pro Earning the Docusign Maestro Workflows Pro badge signifies that you have acquired the knowledge to effectively create, use, and manage agreement workflows with Maestro. This expertise means you can: Design and deploy automated workflows across various lines of business, includ

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19 days ago

Kelly.GatlingDocusign Employee

published in Tips from Docusign

Docusign Trainer Tips: Install and Connect the Docusign Apps Launcher Package for Salesforce

Do you use Salesforce to track customer information and Docusign to generate agreements and/or send them for signature? Did you know that these two products can be integrated with a few simple steps? With the Docusign Apps Launcher package for Salesforce, you can streamline agreement preparation, collaboration, and signatures all while maintaining the benefits of storing agreements securely inside of Docusign. In this video, a Docusign Product Trainer will go over step-by-step how to connect your Docusign and Salesforce accounts so you can take full advantage of this integration.Key Take-aways:Install the Docusign Apps Launcher package inside of Salesforce Connect your Salesforce and Docusign accountsGet more related information by accessing the support content below: (Support Center) Docusign for Salesforce (DSU ) Docusign CLM Build Workflows (DSU ) Docusign CLM: Integrate Workflows with Salesforce Continue the ConversationDo any of your users want to learn how to generate agreeme

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20 days ago

Stephen.WhitakerDocusign Employee

published in Tips from Docusign

Trainer Tip: How to create Envelope Custom Fields in eSignature

Did you know that there is a way to classify, record, and track information about envelopes sent for signature. You can use Envelope Custom Fields to do just that. These fields allow senders to enter specific values when preparing an envelope, which can be either free-text entries or selected from a predefined list that you create. Docusign eSignature provides you with this level of detail.Benefits of using Envelope Custom Fields:You can control visibility - Custom fields are not visible to recipients during the signing process but can be accessed in the Certificate of Completion by those with the appropriate permissions. Choose to make them required or unrequired - Administrators can set fields as required, ensuring that senders must enter or select information before sending the envelope You can use different field types - Envelope Custom fields can be of type Text (for free-text entries) or List (for dropdown selections)It is an easy process and you will see how easy in the followin

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20 days ago

C.AlemanDocusign Employee

published in Tips from Docusign

Docusign Navigator: Utilize Smart Filters to Automatically Add Agreements into Agreement Sets

Have you utilized smart filters for agreement sets yet? They will save you a TON of time. Smart filters can be applied based on document attributes and will automatically add any matching agreements to the agreement set!To add a smart filter to a new or existing agreement set follow the below instructions:Open Navigator by clicking on the Completed folder of your Agreements tab Click on the ellipsis (...) icon in the top right corner > Manage Sets If you do not see this option, you likely do not have permissions to create and manage agreement sets. This needs to be applied to your user profile or group via the Admin settings. See here for more information. If you need to create a new agreement set, click “+ New Agreement Set” vs if you need to update an existing agreement set to add smart filters, click “Add Smart Filters” for the existing agreement set. Apply filters using document attributes. Agreements that meet the filtering criteria will appear in the agreement set. If you hav

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24 days ago

leah.breenLeah Breen

published in Community Spotlights

Steal this playbook from Insperity to get agreements moving faster

If you’ve ever felt frustrated by how slow or messy agreement work can get, you’re in good company. Insperity, an HR services company with teams spread across the U.S., ran into the same issues. Sales reps were emailing agreements, legal reviews dragged on, and key dates were buried in PDFs.So they set out to fix it. Here’s the playbook they followed, with takeaways you can put into action today.Step 1: Stop recreating agreements from scratch The problem: Reps wasted hours drafting proposals, scopes, and NDAs manually. What Insperity did: They connected Docusign Gen with Salesforce so reps could generate pre-filled agreements directly from deal data. What you can try: Look at your most common agreement type. Could you set up a reusable template that pulls in fields from your CRM or system of record? Start with one template and build from there. Step 2: Get real-time pipeline visibility The problem: Leaders couldn’t easily see where deals were stalling. What Insperity did: Integra

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24 days ago

leah.breenLeah Breen

published in What's new at Docusign

Here’s what’s changing behind the scenes in eSign

To better support your needs and stay ahead of what’s next, Docusign eSignature is moving to the cloud—bringing more agility, security, and speed to every transaction.Over the next several months, all Docusign eSignature transactions will move to Microsoft Azure. This shift is aimed at giving you stronger security, better performance, and faster innovation.This update applies to all production accounts, except those hosted on AU, CA, and JP1 servers, which already operate on Azure. This also applies to all demo accounts. The transition will begin in September 2025 for demo accounts and roll out to production accounts from November 2025 to May 2026.✨ Key takeaways: Robust security: Your data gets top-tier protection with Azure's trusted infrastructure. More agility and resilience: A cloud-native infrastructure means faster response to change, improved uptime, and fewer disruptions. More innovation, faster: With Azure, we can build and ship features more quickly to address your bigge

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24 days ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

Monthly Roundup: CLM Workflow Components | Recap & Recording

In this recent Community event, Matt Farler from Docusign University explored your CLM workflow questions. Below, you’ll find key learnings from the event and the full recording.Key takeaways:Build a reliable clause library for flexible contentWant to streamline contract drafting? A well-organized clause library lets you quickly insert pre-approved language—no more hunting for the right snippet in old documents. Insert dynamic variables in workflow emailsAdd personalization and clarity to your notifications by dropping workflow variables directly into subject lines or email bodies. No heavy scripting necessary—just drag, drop, or type! Save signed documents to third-party storageLooking to archive your agreements automatically? Leverage agreement actions or Maestro to store signed documents in apps like SharePoint, Box, or OneDrive—no extra manual steps. Set reminders and expirations in CLMKeep your workflows on track by configuring recurring reminders for overdue steps or specifying t

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27 days ago

leah.breenLeah Breen

published in Agreement Insights

Five agreement workflow upgrades you can make this quarter

If your agreement process still depends on emails, shared drives, and manual tracking, you’re not just wasting time—you’re probably missing revenue.Deloitte’s Mark Ross called it a “perfect storm” for agreement management: regulatory pressure, expanding legal teams, and outdated workflows have made agreements a growing source of risk and drag.But the upside? AI is finally good enough to help fix it. And you don’t need a massive overhaul to get started.Here are five things you can do this quarter to make your agreement process smarter, faster, and more valuable—based directly on what Mark Ross, principal at Deloitte, and Shanthi Iyer, Docusign EVP and chief information officer, shared in a recent webinar. ✅ What you can do this quarter1. Use AI-assisted review to draft faster and cut redlining delays: Seventy percent of contract friction happens before signature. Docusign’s AI Assisted Review helps legal teams draft clauses, suggest compliant language, and manage templates so less time

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27 days ago

leah.breenLeah Breen

published in Agreement Insights

The agreement chaos is real—here’s how to clean it up

When’s the last time you knew exactly where every agreement in your organization lived?If your answer is “never,” you’re not alone.Agreements often get scattered—emails, desktops, cloud drives, even filing cabinets. And that chaos? It slows down deals, increases risk, and makes audits a nightmare.Here’s the move: create a single, digital source of truth for every agreement—past, present, and future.Whether your contracts are signed in Docusign, scanned from paper, or uploaded as old Word docs, having them all in one centralized repository is a game-changer. Not just for finding agreements, but for understanding what’s in them.This is where Docusign tools like Navigator + Iris shine. They help you digitize, organize, and analyze all your agreements so you’re never flying blind again.✍️ Here’s the TLDR on what you’re able to do with Navigator and Iris: Centralize everything: Eliminate agreement sprawl by consolidating every contract into one accessible repository. Make old contracts s

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1 month ago

Matthew.FarlerDocusign Employee

published in Tips from Docusign

Document Exclusion Rules for Web Forms

Do you have a use case that could include one document or another based upon the values of fields entered in by your recipients? Did you know that you can build conditional logic into your Web Forms that can include or exclude documents in the resulting envelope, without anyone having to manually correct it?With Document Exclusion rules, it’s easier than ever to build adaptive eSignature business processes so you can get the right documents signed every time, while minimizing manual work. Take a look and see how! Key Takeaways:Build automated logic in your Web Forms to determine which documents should be included in the resulting envelope Set it up the same way you would set up conditional logic for fields or pages on the Web Form Add all possible documents into your eSignature template and then build document exclusion rules into your Web FormAdditional Resources:Learn more about the basics of Web Forms by attending one of our free instructor led webinars:https://dsucustomers.docusig

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1 month ago

leah.breenLeah Breen

published in Agreement Insights

62% of teams lose track of agreements—here’s how to not be one of them

What happens after an agreement is signed?For many teams, the answer is that it disappears into a folder, a drive, or someone’s inbox, never to be seen again.That’s a big problem when 62% of professionals say they struggle to find completed contracts, and most still analyze contract data manually.If your agreements are hard to find or your data is buried in static files, you're not just losing time. You’re losing money, missing deadlines, and increasing risk.AI-powered agreement tools are changing that. Intelligent Agreement Management (IAM) platforms like Docusign IAM now let you store, search, analyze, and act on agreements in real time.✍️ Key points to know about Docusign Intelligent Agreement Management (IAM): Find agreements fast: Instantly search by clause, date, contract party, or dollar value—even across thousands of documents. Never miss a deadline: Get notified about auto-renewals, expirations, and other key events. See the full picture: Turn static text into searchable d

270

1 month ago

C.AlemanDocusign Employee

published in Tips from Docusign

Limit Who Can See Certain Documents in an Envelope via Document Visibility

Did you know you can limit who can see certain documents within an envelope? This can be done using document visibility! With document visibility you can create a single envelope with multiple recipients and restrict who can see certain documents. Visibility is based on where eSignature fields are placed. If a field for a recipient exists on a document, they’ll be able to see that document within the envelope. At a note, the sender will always be able to see all documents included in an envelope. eSignature Admins will set up document visibility under their Admin > Sending Settings. There are a few options for how document visibility can be configured. See below:Must sign to view, unless a member of the sender’s account - This option enables document visibility for the account. Each envelope that is created will have document visibility enabled. The settings will apply to all recipients unless they are a member of your account. Must sign to view, unless sender - This option enables

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1 month ago

leah.breenLeah Breen

published in Agreement Insights

Smarter systems for smoother agreements

Most agreement workflows weren’t built for how teams actually work today. They're full of handoffs, disconnected tools, and outdated processes that waste time and frustrate everyone involved. What’s worse is that fixing these workflows often gets deprioritized because they live in the background—until something breaks.But this stuff matters. Agreements are where business happens. And when the process is slow, scattered, or error-prone, it creates friction at the moments that matter most.Here are ways teams are rethinking the agreement process with smarter tools and clearer systems. Fix the front end of the process: Most agreement problems start with inconsistent or outdated data. Pulling from a reliable source of truth early on can prevent downstream issues. Docusign Agreement Preparation helps by pulling real-time data from systems like Salesforce or HubSpot directly into templates. Make version control effortless: Too many teams still rely on email attachments and spreadsheets. A s

190

1 month ago

leah.breenLeah Breen

published in What's new at Docusign

New ways to streamline workflows in Power Automate

If you're using Microsoft Power Automate to manage your agreement workflows, there's a lot to get excited about. New features are here that give you more control, speed, and flexibility when sending documents, gathering approvals, and tracking statuses. Whether you're handling basic agreement flows or orchestrating complex business logic, these updates are all about helping you move faster and smarter.✍️ Key takeaways Build smarter flows with Maestro integration: You can now launch advanced signing workflows using Docusign Maestro directly from Power Automate. This means upstream approvals, document creation, routing, and signing can all be part of one automated flow. Choose your send style: Two new envelope-send actions give you options based on your needs. Use composite templates for complex, multi-document flows or the guided template experience for a quick, intuitive setup with minimal configuration. Scale and track with new tools: Bulk Send lets you deliver personalized envelo

290

1 month ago

C.AlemanDocusign Employee

published in Tips from Docusign

Docusign Trainer Tips: How to Add Supplemental Documents to your Envelopes

Need to send additional documents alongside your main document for signature? Check out supplemental documents. With supplemental documents you can send additional documents that do not require signature, but instead, enforce a recipient’s behavior. For example, you can require that they view, view and accept, or even read and accept the supplement. In the below video, you’ll observe one of the Docusign University product trainers setting up an envelope with supplemental documents. To learn more about supplemental documents, check out this article from the Docusign Support Center. Continue the ConversationAre you using supplemental documents in your envelopes?

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1 month ago

leah.breenLeah Breen

published in Agreement Insights

Stop wasting time digging through agreements—use this instead

If your team spends hours digging through folders just to answer a basic question about a vendor contract, you’re not alone—and you’re likely leaving money on the table. Poor visibility into agreement data can mean missed deadlines, unclaimed rebates, overpayments, and less leverage at renewal time.Navigator helps you cut through the noise. As part of Docusign’s Intelligent Agreement Management (IAM) platform, it brings all your vendor agreements into one smart, searchable place. With AI-powered analysis and automated term extraction, your procurement team can uncover savings opportunities, stay on top of deadlines, and hold vendors accountable—all without the spreadsheet scramble.✍️ Key takeaways about Navigator Spot savings with AI search and data extraction: Surface agreements with outdated payment terms or upcoming renewals in seconds, then use that intel to renegotiate and reduce spend. Avoid surprise renewals: Get automated alerts ahead of renewal deadlines so you can evaluate

270

1 month ago

leah.breenLeah Breen

published in Agreement Insights

How to automate agreement workflows across your entire tech stack

Tired of copying and pasting agreement data between systems?Most agreement processes don’t happen in a vacuum. Whether you’re onboarding new hires, signing vendor contracts, or closing deals, agreements are just one step in a larger workflow. The problem? Too often, your systems don’t talk to each other. That means manual work, redundant data entry, and a lot of room for errors.Maestro changes that. It’s a no-code workflow builder that connects Docusign Agreement Workflows to the tools your teams already use—like Power Automate, Salesforce Flow, ServiceNow, and Workato. So your agreements move automatically between systems, and your teams stay focused on the work that matters.✍️ Key takeaways about Maestro Start Docusign workflows from your existing tools: Trigger agreement processes directly from platforms like Salesforce, SharePoint, or ServiceNow with upstream integration. Push agreement data into other systems: With downstream support via Workato, you can send data and trigger wo

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1 month ago

leah.breenLeah Breen

published in Community Spotlights

Ask Me Anything (AMA): How to modernize agreement workflows when everyone's used to the "old way"

👋 Hey Docusign Community! We’re excited to feature Chris Lavin from AAA Washington in our latest async-style ask me anything (AMA)—open now through July 31. Comment with a question for a chance to win a gift of your choosing 😉 Topic for this AMA: How to modernize agreement workflowsHow do you take a 120-year-old organization and bring it into the digital age?That’s the challenge Chris Lavin faced at AAA Washington. Agreements were stuck in outdated workflows, slowed down by printing, scanning, and tracking forms manually. By reimagining how agreements flow using Docusign, Chris helped cut turnaround time from 14 days to just one day.👉 In this AMA, Chris is sharing what worked, what didn’t, and what he wishes he knew earlier. Got a legacy agreement process that needs a refresh? Facing internal resistance to going digital? Drop your questions for Chris below—he’s been in your shoes.Get the 90-second version of Chris’s Docusign story: 💬 Ask Chris about: Coaching teams to adopt Docusig

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1 month ago

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