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Docusign recently announced the launch of the Docusign Connector for SAP Ariba solutions to help automate workflows between Docusign CLM and SAP Ariba solutions. It’s available globally in September 2024.The new connector is designed to accelerate time-to-value and eliminate friction in agreement processes, addressing issues like limited visibility into contracts, inefficient approvals, and disconnected tools in the procurement landscape.✍️ Key Takeaways:Here’s how you can expect to benefit with this connector: Streamlined collaboration: Enable teams to work together easily with a natively integrated user experience between Docusign and SAP Ariba. Automated workflow routing: Easily assign and manage tasks between the Docusign and SAP Ariba solutions, improving collaboration and streamlining the process. Enhanced data synchronization: Automatically synchronize data between Docusign and SAP Ariba, reducing errors and manual data entry. Improved agreement management: Generate new ag

While signing a Docusign eSignature Envelope, have you ever wanted to ask a question of your sender or collaborate directly with other recipients, without having to enter a separate email thread?With the Comments capability enabled, you can open up and reply to real time comment threads directly in the signing ceremony, which will make collaboration and communication more efficient for all parties to the envelope.  Watch this short Trainer Tip video with me, Matt Farler, to find out how! Click here to watch the video! Key Takeaways:Get questions about agreement content answered faster Collaborate in real time with all recipients directly in the signing ceremony Keep a record of your conversations within your Docusign accountAdditional Resources:For this topic and more information about capabilities that you or your Admin can enable for your account, please check out our instructor-led, activity driven Deep Dive Courses for eSignature Admins:Docusign eSignature Administration 1Docusign

Do you understand the differences between correcting, voiding, and deleting an envelope and when it makes sense to take one action over the other? Did you know these options even existed? Don’t worry; we’re here to help. Here are the basics of each envelope action: what it does, who performs it, and a few examples of why you might correct, void, or delete an envelope.   ✅ Correct Correcting an envelope is a great feature to use if you send an envelope and notice there are any errors. An envelope correction is performed only by the envelope’s sender/owner. Recipients cannot correct an envelope.  Correcting an envelope is allowed at any time as long as it is still in progress or not yet in the “completed” or “voided” statuses.  There are many envelope details you are allowed to correct: Recipient data, such as the name, email, routing order, and authentication. Add, delete, or edit fields on the document. Depending on your account settings, you can replace the document in the envelope

In this event, Docusign expert @sofian_solusign guides you through the process of creating and customizing your own templates. Whether you’re tackling specific challenges or just starting out, this session offers step-by-step coaching and valuable insights. Still have questions? Ask them below or head over to the templates discussion forum. To attend upcoming live sessions with Sofian Saoudi, check out the Events page. And if there are other topics you’d like covered in an event like this, please comment below!  

What’s a lesson you picked up in agreement management lately? Whether it’s a tip for streamlining a process, a challenge you overcame, a failure you experienced and the lesson that came with it, or a best practice you’ve adopted, we want to hear it!Share your insights with the community and help others grow! Drop your lessons in the comments below. 👇

Welcome to Community Spotlights!In this section, we celebrate your the stories, successes, and lessons learned. We hope Community Spotlights enables you to learn from and connect with your peers. What to Expect: Thought-provoking discussion prompts that encourage sharing and collaboration. Recaps of Docusign customer stories, along with discussion prompts to dive deeper into these stories. (We’re also planning to launch live events centered around these customer stories.) Interviews with members of the Community, highlighting how they use Docusign in their lives and work.  By featuring your stories, we aim to build a space where Community members can inspire each other and feel more connected.

Welcome to Tips From Docusign!We’ve created this space to be your go-to resource for expert tips and tricks to help you save time and maximize your Docusign experience.Starting in mid-September, Docusign University instructors will share valuable tips every week. In the meantime, get acquainted with these experts through their introductory posts—these are the faces you'll see regularly around here!Once the tips start rolling in, we encourage you to engage with the posts by sharing your questions and feedback in the comments. Our instructors are eager to hear how the tips are benefiting you and are committed to ensuring that the content is both useful and relevant.

Welcome to Agreement Insights! This space is your hub for thought leadership on agreement management. Here, we dive deep into best practices, industry trends, and expert advice. Whether you’re looking to accelerate revenue, reduce risk, or uncover valuable business data, the content shared here will inspire you to take your agreement management to the next level.What to Expect: Posts featuring insightful content from Docusign’s top thinkers and industry leaders. Discussion prompts that invite you to share your thoughts and learn from others. Resources curated from across Docusign, focusing on actionable takeaways and innovative ideas. The space is designed to spark conversation around the shared insights—we can’t wait to read your thoughtful comments on the posts! 

  "Everything starts with the template. In 95% of cases, automation of the creation, sending, tracking, signing, and storing of documents is not possible without using a template." - Sofian SaoudiIn this session, Docusign template expert Sofian Saoudi highlighted the role of templates in streamlining workflows and achieving full automation.Key takeaways: Importance of Templates: Templates are the starting point for effective workflow automation. Manual Workflow Challenges: Without templates, creating, uploading, configuring, and customizing documents are highly time-consuming tasks. Automation Advantage: Templates allow for much of the workflow to be automated by including recipients, fields, documents, and envelope settings. System Integration: Integrating templates into systems like CRMs and ERPs enables full automation of document processes. Ultimate Goal: Embedding templates into daily applications ensures seamless automation of creating, sending, tracking, signing, and sto

Whether you're streamlining contracts, closing deals, or creating life-changing agreements for yourself or your company, we want to hear your story! We especially want to hear about those weird or unique use cases! Tell us: What role/industry are you in and how does Docusign make a difference in your work?  Let's celebrate the many ways Docusign is making an impact. Drop your stories in the comments below! 👇

 We’re excited to introduce you to Docusign University instructor Erik Engelstad. Over the weeks and months to come, you’ll see Erik posting helpful tips & tricks that help you get the most out of Docusign.Erik Engelstad is a Norwegian Technical Product Trainer who has worked for Docusign since March 2021. After having spent most of his life in Belgium where he received his education in French, he moved to Dublin, Ireland in 2005.Erik has advanced knowledge of the Docusign eSignature and Contract Lifecycle Management (CLM) products and delivers courses in either English or French but always with passion!Outside of work, Erik loves spending time with his two kids, sea swimming year round, scuba diving, table tennis and bullet chess.  

 We’re excited to introduce you to Docusign University instructor Glen Steinhardt. Over the weeks and months to come, you’ll see Glen posting helpful tips & tricks that help you get the most out of Docusign.Glen Steinhardt is a Technical Product Trainer residing in Raleigh, North Carolina. He brings to Docusign extensive technical knowledge and training experience gained throughout his career in the Webhosting, Supply Chain, and eProcurement industries.Glen enjoys empowering his students with product expertise on eSignature and CLM. He is proud to share his Agreement Cloud knowledge as a Product Specialist in these areas and is equally as excited to show his learners how they too can become a Docusign Product Specialist through the earning of Docusign Specialist Accreditation badges. Outside of work, Glen is an avid tennis fan and player. You will find that his training often incorporates tennis lingo and players in his product demonstrations. Glen has a lifelong goal to attend all

 We’re excited to introduce you to Docusign University instructor Markus Duesterhoeft. Over the weeks and months to come, you’ll see Markus posting helpful tips & tricks that help you get the most out of Docusign.Markus Duesterhoeft is a Sr. Technical Product Trainer based in Dublin, Ireland. Since joining Docusign in September 2022, he has been dedicated to empowering individuals through specialized virtual training in eSignature, Contract Lifecycle Management (CLM), API, automation, and other innovative technologies within the Agreement Cloud.He is proud to hold certifications in various Docusign and Salesforce specializations, enhancing his expertise to guide you towards becoming a Docusign Product Specialist.Fluent in both German and English, he takes pride in fostering a strong trainer-student relationship, providing personalized learning experiences. Beyond the virtual training room, he loves exploring the world with his wife, making a positive impact in the community, and em

 We’re excited to introduce you to Docusign University instructor Vinícius Tadeu Rodrigues. Over the weeks and months to come, you’ll see Vinícius posting helpful tips & tricks that help you get the most out of Docusign.Vinícius is a Sr. Technical Product Trainer at Docusign University. He works at the Docusign subsidiary in São Paulo/Brazil, the same city in which he was born and grew up. He speaks in Portuguese (native), Spanish, and English.He has been working at Docusign since April 2018, beginning his journey leading the Technical Support team. He later became a product instructor in 2022.He has internal certifications for eSignature and CLM products and can work with different types of integrations (such as Salesforce, REST API, Webhooks, Google, Slack, and Microsoft).Vinícius considers himself an (almost) amateur sportsman. He loves to practice sports, mainly those that involve some type of ball, such as soccer, tennis/beach tennis, volleyball, and billiards, as well as boxi

 We’re excited to introduce you to Docusign University instructor Chessie Aleman. Over the weeks and months to come, you’ll see Chessie posting helpful tips & tricks that help you get the most out of Docusign.Chessie Aleman is a Technical Product Trainer on the Docusign University team. She is based out of Philadelphia, Pennsylvania. Chessie has been with Docusign since November 2020.Chessie has been in Learning and Development within the SaaS space since 2016. Chessie delivers training sessions on both the eSignature and Contract Lifecycle Management products.Outside of the workplace, Chessie is an animal lover. She enjoys spending time outside and at the beach with her dog, family, and friends. 

 We’re excited to introduce you to Docusign University instructor Stephen Whitaker. Over the weeks and months to come, you’ll see Stephen posting helpful tips & tricks that help you get the most out of Docusign.Stephen Whitaker is a Technical Product Trainer “from West Philadelphia born and raised, on the playground is where he spent most of his days!!!” (Does anybody get that?), but currently residing in Bear, Delaware. He has worked for Docusign since 2022.He brings 20+ years of technical training experience from multiple industries such as Pharmaceutical, Health Care, Taxing, and Automobile.Upon joining Docusign University in 2022, Stephen has gained a wide array of knowledge on all things eSignature including Templates, Web Forms, and PowerForms as well as a wide array in Contract Lifecycle Management (CLM) and Building Work Flows.Outside of work, Stephen enjoys spending time with his children. He is also an avid traveler, whether it is a quick weekend to the Jersey and MD beac

 We’re excited to introduce you to Docusign University instructor Kelly Gatling. Over the weeks and months to come, you’ll see Kelly Gatling posting helpful tips & tricks that help you get the most out of Docusign.Kelly Gatling is a Senior Technical Product Trainer born and raised in sunny Myrtle Beach but currently residing in Washington, DC. She has worked for Docusign since 2019.At Docusign, she has previously worked as a Senior Product Consultant for Professional Services where she helped customers implement CLM & eSign solutions before joining Docusign University (DSU) in 2021.Kelly brings extensive CLM implementation experience to her classes. In addition, Kelly has a wide array of knowledge around the Docusign products and integrations of eSign, eSign + Apex, Salesforce + CLM, and Insights.Outside of work, Kelly considers comedy a full-time hobby and has taken classes at well known comedy institutions of The Second City Chicago, IO Chicago, and DC Improv. She has also re

 We’re excited to introduce you to Docusign University instructor Alexandre Augusto. Over the weeks and months to come, you’ll see Alexandre Augusto posting helpful tips & tricks that help you get the most out of Docusign.Alexandre (Alê)Augusto is a Sr. Technical Product Trainer at Docusign University. He works at the Docusign Brazil in São Paulo capital, the same city in which he was born and grew up. He speaks and deliveries lectures, webinars, workshops and deep dive trainings in Portuguese (native), Spanish, and English.He has been working at Docusign since July 2018 as a Product Consultant in the Professional Services team delivering more than 300 projects for customers in all industries resulting in deep knowledge and skills of the eSignature product. In 2021, Ale started working as a Senior Product Trainer for eSignature and CLM products. After hours, Alê loves to travel abroad looking for learning from different cultures and taste typical local food. He also  volunteers in

 In this session on Navigator, Docusign Onboarding Consultant Patty Shaw shares how you can leverage Navigator to store, manage, and analyze agreements with help from AI capabilities. For more resources:  Docusign Community group IAM Center of Excellence Docusign University self-paced course: Manage Agreements Short video: Search for Agreements  

 In this Ask the Expert session, Sofian Saoudi gave a deep dive into PowerForms + WebForms. Still have questions? Feel free to ask them below or head over to the web forms discussion forum.To attend upcoming live sessions with Sofian Saoudi, check out the Events page.  

 In this Ask the Expert session, Sofian Saoudi gave a deep dive into building mobile responsive templates. Still have questions? Feel free to ask them below or head over to the mobile discussion forum.To attend upcoming live sessions with Sofian Saoudi, check out the Events page.  

The landscape of enterprise sales has never been more challenging, with sales teams facing prolonged processes, increased competition, and shifting priorities. With economic pressures and shifting priorities, sales teams need to be more strategic and agile to close deals. In this Docusign blog, Mike Fiascone, Chief Revenue Officer at Hundred Handshakes, explores how to navigate this complex environment and connect with C-suite executives.✍️ Key Takeaways: Find the Right Champion: Identifying an internal advocate can significantly increase your chances of getting a meeting with a C-suite decision-maker. This champion can help you build credibility and navigate the organization's hierarchy. Don’t Wait to Be Ready: The fear of being underprepared can hold you back. It’s crucial to take the opportunity to connect with C-suite executives as soon as it presents itself, rather than delaying for the sake of perfection. Address Security Concerns Early: Discussing potential security issues e

Manufacturing agreements have long been trapped in outdated, paper-based processes, but the push to digitize is finally gaining momentum. In this Docusign blog, John Dougherty, head of manufacturing for the Americas at ServiceNow, explores how digitization is reshaping the way manufacturers manage their agreements.Dougherty shares insights on the pressures driving this change, from the need to streamline supplier onboarding to leveraging AI for enhanced visibility and compliance. He emphasizes that while technology plays a critical role, the real game-changer is having strong, efficient agreement processes in place.✍️ Key Takeaways: Pressure to Digitize: Post-pandemic, manufacturers are being pushed to adopt digital solutions to keep up with supplier demands and new regulations. AI’s Role in Agreement Management: AI isn't just automating routine tasks; it's helping manufacturers uncover valuable insights from their agreement data, improving compliance, and ensuring that contractual t

Agreements are often buried under layers of complexity, making it harder for everyone to truly understand what they’re signing. Docusign’s latest blog dives into the importance of creating clear and simple agreements, drawing insights from Stanford professor Bob Sutton’s work on removing unnecessary friction in organizations. Bob Sutton shares real-world examples of how simplifying agreement processes can reduce inefficiencies and frustration. He also highlights how AI tools are making agreements more understandable and accessible.✍️ Key Takeaways: Embrace Simplicity: Complex agreements often create more problems than they solve. Focus on clarity and simplicity to ensure everyone understands the terms. Leverage AI for Clarity: AI can help simplify language in agreements, helping to create documents that are easier to understand without sacrificing meaning. Subtraction Mindset: Focus on removing unnecessary elements from agreements to streamline processes and improve efficiency. B

Hi Docusign Community! We have a new customer story featuring Crossland Construction, a family-run business that has grown from a humble garage operation to one of the Top 55 Contractors in the nation. 🚧 They handle a diverse range of projects, from large Fortune 500 companies to local community initiatives and major infrastructure developments.As Crossland Construction expanded, they faced new challenges, especially when Texas, their second-largest market, introduced new lien laws requiring multiple waiver releases for different project phases.“We had to track down every Texas job and subcontractor check we sent out,” said Collin Crossland, business intelligence analyst. Managing this manually was a major drain on time and resources.By automating waiver release workflows with Docusign and Microsoft Power Automate, Crossland saved thousands and kept pace with ever-changing regulations. Here’s how their automated process works: Power BI performs biweekly scans of all payments to identi