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Joseph (Roee) Shua-Haim studied Civil Engineering at the Technion in Israel and started his career in real estate development as a project manager in 2016. As his workload increased, he sought out technological solutions that would help, but no luck. At that point, he purchased some books on learning how to code and started building what is, today, Jet.Build.Jet.Build is a project management solution for real estate development and construction projects. For these types of projects, document management and document workflows are critical. With the Jet.Build Docusign integration, users are able automatically to populate tabs in their Docusign templates with data produced on Jet.Build, cutting out repetitive processes and streamlining document approvals and signatures. This unique integration enables users to create Docusign envelopes directly from their Jet.Build dashboard, automatically populating the signer’s routine based on the Jet.Build workflows and the prefilled tabs in the Docus

Have you noticed some of your users' personal agreements get mixed in with their business agreements in the same account? It’s common for businesses to expand their usage of Docusign across their organizations and see users have personal Docusign accounts that were opened with their work email addresses. Work-related agreements are now in an external account and are not controlled or protected through your corporate privacy and compliance guidelines. Check out the following tips and resources to help manage your company’s external accounts.   🧩 Docusign Admin & Organization  Step 1: Set up Docusign Admin. Docusign Admin is a management solution that empowers you to control and manage your company's use of Docusign and connects accounts and users to support your entire Docusign infrastructure. Step 2: Create your organization. An organization is a centralized framework that allows you to control how Docusign eSignature is used within your company.  📧 Domain Management Claim your c

We’re excited to announce that Docusign Developer Spotlight, our long-running series featuring the work of Docusign community developers, is migrating to the Docusign Community! Developer Spotlight has, for the past eight years, sought out and brought to light the stellar work of many developers among our worldwide Docusign customers and partners who have created their own integrations using Docusign APIs, SDKs and developer tools. Developer Spotlight subjects have integrated Docusign eSignature and related technologies into organizations across every facet of business, nonprofit, and public sector organizations. We recognize that our mission of digitizing agreements and agreement processes depends on the work of community developers, and we appreciate these many contributions to the Docusign technology ecosystem. Up to now, we’ve published our Developer Spotlight feature in the Docusign Developer Blog. But with this month’s upcoming feature, we’re publishing Developer Spotlight in its

Did you know you can send a document out for signature directly from within Docusign CLM with just a few clicks?There are multiple ways to accomplish this.  You can of course automate this document delivery at any point in your approval process from within your approval workflow with the addition of a workflow step.  However, sometimes a CLM user may need to deliver a document for signature manually….without the need for an automated approval process and without going through the envelope creation process from within eSignature.Watch this short video on Send for Signature using Docusign CLM from our Trainer Tip series with Principal Product Trainer Kelly Gatling to find out how! Key Take-aways:Save time by sending directly from within CLM without navigating into eSignature to deliver your documents for signature.. Recipients have all of the same functionality available to them for signature as they would if the document were delivered from eSignature. Once the document is complete, the

Your business has a Docusign eSignature account, but you might need more. How do you know when another eSignature account is necessary? What should you think about before creating multiple accounts? The following tips and resources will help your multiple-account decision-making process.  ⚖️ Legal and Compliance Data Residency: If your company operates in different regions, each with its own data residency requirements, you may need separate Docusign eSignature accounts. For example, suppose you created an account in Europe, but another use case requires data residency in Canada. In that example, you must create a new account in a Canadian data center.Electronic Record Signature Disclosure (ERSD): Each Docusign account comes with a built-in ERSD, which allows you to capture recipient consent to complete an electronic transaction. ERSDs can vary or not be required at all, so different departments or business units may need individual accounts based on customized ERSDs to stay compliant.

Ready to get your agreements in Docusign CLM signed by the necessary recipients? Using Docusign CLM, you can send a document out for electronic signature. Documents can be sent for signature manually or automatically via a CLM workflow.In this video, a Docusign Product Trainer will walk through the process of sending a document from CLM out for signature. You’ll observe each of the steps, adding recipients, customizing messaging, and dragging/dropping fields onto the document. You’ll also observe the signing experience from the recipient’s perspective and how the document returns in Docusign CLM once signed. Additional Resources:Docusign University Docusign University Course Catalog Docusign CLM Administration Learning Plan Docusign CLM Administration TrainingContinue the ConversationWill you be sending your CLM documents out for signature? If so, do you plan on using the manual method or will you be sending through a workflow? 

Do you want to ensure your recipients enter the correct information in open text fields and eliminate NIGO or “not in good order” documents from your eSignature workflows? Leveraging text field validation is an easy way to get started.   🚦 What is text field validation? Field validation allows you to choose what data your signer is permitted to input into a text field. Docusign provides common validations for you:  Once a field validation is set, signers are prompted to enter the correct information. For example, when the “ZIP” validation is assigned, the signer inputs no more and no less than five digits in that field. When those parameters are not met, the signer is prompted to correct the data, and the document remains incomplete until the data is corrected.   🛠️ Customization What if you need a validation that is not featured on the list? We thought of that, too. Selecting “Custom” from the dropdown lets you use a regular expression or RegEx pattern to enforce specific data entry

Docusign University is your one-stop shop for all things Docusign product training! At DSU, we offer a variety of training opportunities, including webinars, deep dive courses, on-demand videos, and self-paced courses. Docusign University offers webinars focused on eSignature, CLM, Intelligent Agreement Management, etc. Interested in registering for one of Docusign University’s free 1-hour webinars? Watch this Trainer Tip video to learn how to browse Docusign University's course calendar and catalog to register for a free webinar.Additional Resources:Docusign University Docusign University Help Docusign University Course CatalogContinue the ConversationDo you have any questions about our webinar offerings? 

In today’s competitive market, creating a standout customer experience can make or break a brand. Ganesh Iyer, Chief Solutions Officer at ResultsCX, knows exactly what it takes to meet evolving customer expectations while balancing efficiency and personalization. In this Docusign blog, Iyer shares his insights on designing exceptional customer experiences that not only retain customers but boost ROI.✍️ Key Takeaways: Meeting Customer Expectations: Customers want anytime, anywhere access to products and services. Brands need to offer multiple communication options and provide fast, efficient, and personalized customer support to stay competitive. Empowering Employees: While automation and AI improve efficiency, employees remain vital for creating meaningful customer connections and solving high-stakes problems, especially in high-stakes industries like healthcare and banking. Strategic Customer Experience Investments: Metrics like CSAT and NPS are important, but Iyer emphasizes that

How can organizations safeguard customer data while creating seamless digital experiences throughout the agreement process? In a recent conversation, Docusign Chief Privacy Officer Cindy Rosser and CISO Kurt Sauer, along with Megan Lewis Pulliam from MeridianLink, highlighted the critical balance between ensuring security and delivering a seamless customer experience.You can read the full blog here, but here are a few top takeaways:✍️ Key Takeaways: Balancing Security and Customer Satisfaction: Organizations face the challenge of providing a secure agreement process without creating friction for customers. Streamlined solutions, like integrated identity verification and digitized notarization, can significantly enhance both security and user experience. Future-Proofing Against Evolving Threats: The threat landscape is constantly changing, and organizations must proactively adapt their technology and processes. Tools like Docusign Monitor offer near-real-time visibility into potential

Public sector case management often involves navigating a complex web of processes. While efficient management is crucial for timely service delivery, inefficiencies can arise from cumbersome manual steps and outdated workflows, creating backlogs that hinder progress.Docusign’s IAM capabilities are designed to tackle these types of challenges. By automating manual tasks and embedding digital agreements into existing workflows, Docusign helps public sector employees focus on what truly matters: delivering high-quality services to constituents without the burden of excessive paperwork.You can read the full Docusign blog on this topic, but here are a few top takeaway that highlight how Docusign IAM can transform public sector case management: ✍️ Public Sector Use Cases in Action: Building Permit Application: Delays in processing building permits can add an average of six-and-a-half months to construction timelines, raising costs for both materials and labor. With Docusign IAM, cities can

New month, new projects, new challenges. What’s on your agreement management plate that you could use a hand with? Maybe it's an idea you’re exploring but haven’t implemented, a workflow you’re trying to improve, an AI tool you’re weighing the pros and cons of, or just need some advice from people who’ve been there. Whatever it is, this is your space to ask for feedback.Drop your question or challenge in the comments. Let’s see how the community can help you crush it this month.👇 

Are you familiar with Docusign eSignature templates but looking to expand usage? Do you want to see how your industry peers create and tag commonly used templates? The Docusign University (DSU) Template Library gives you and your template builders the head start needed to build your template workflows and design an intuitive signing experience for your recipients.   🎓 Templates 101 Docusign eSignature Templates allow you to save and reuse repeatable information for every document and simply put a “placeholder” for the recipient. This way, all you have to do to share a document is add the approvers and press send. Check out this video to learn more about creating templates.  📚 The Template Library  The DSU Template library houses over 200 industry-related eSignature templates and Workflow Builder (formerly Maestro) sample configurations. Samples are available in six languages and include configurations for our Docusign Web Forms and Document Generation capabilities. The library also o

Have you ever needed to send the same document to multiple recipients at one time? Docusign’s Bulk Send feature is designed to create individual envelopes for up to 1,000 recipients in one send. Bulk sending has many applications and uses, including workflows for agreements that don’t require a signature but need to, for example, only collect data. An HR Department sends the benefits package to 700 associates. A Board of Directors needs to send an updated HOA agreement for 50 residents to sign. A credit union sends a waiver to 300 auto loan customers to opt into a new loan payment program. Though bulk-sending is easy and efficient, preparation and planning are crucial before you click “send,” and 500 recipients receive your agreement. Here are some of our top tips for bulk-sending, along with some supplementary resources to make bulk-sending a breeze.   ⚙️ Prepare the agreement Create an eSignature template and consider the following workflow and envelope attributes for your envelope. 

"I'm part of the Docusign Community because I love answering people's questions about Docusign—I love the product and I love to help people use Docusign's platform better." - Sofian SaoudiMany of you are familiar with Community member and Docusign expert Sofian Saoudi (@sofian_solusign ) from his popular Ask the Expert workshops that we host in Community. If you’ve ever asked a question in the Community, there’s a good chance Sofian has provided the answer!Sofian began his journey with Docusign eSignature five years ago as an implementation consultant. Today, he leads Solusign, a Docusign consulting and implementation agency, where he and his team create tailored Docusign solutions for organizations across the U.S.We recently had the opportunity to chat with Sofian about his background and what keeps him engaged in the Docusign Community.If you’ve learned something valuable from Sofian or if he’s helped you solve a challenge, let him know by leaving a comment below! 👇

Have you thought about all of the time you spend processing your documents after they are signed and delivered back to you? Saving, renaming and archiving your documents as well as sending follow-up envelopes are tasks that take time away from your already busy day.It may be time to automate some of these time-consuming tasks using Agreement Actions.Agreement Actions help to automate those tedious administrative tasks necessary to complete when you get your documents back. Watch this short video on Agreement Actions from our Trainer Tip series with me, Glen Steinhardt, to find out how to recoup valuable time back in your day through the automation of those post-signature tasks. Key Takeaways:Save time by automatically saving, renaming, and archiving all or specific completed envelopes to third-party services like Google Drive or Dropbox. Kick off another envelope automatically upon receiving completed envelopes that meet specific parameters. Push your signed document immediately after

Docusign eSignature project managers, training specialists, and administrators often ask members of our Docusign Global Learning & Onboarding team (GLO) for best practices for training their company’s end users. A skilled user group is essential to Docusign adoption within your organization and benefits your recipients’ / customers’ experiences too.  Review the three steps below to help you build a structured learning blueprint to create knowledgeable and confident eSignature users. Our GLO experts also provided a quick reference guide to help you enable your team like a Docusign pro.   🎓 Step 1: Get to Know Docusign University   Docusign University (DSU) is a powerful resource that offers complimentary courses and webinars, along with paid deep-dive classes. In addition, role-based learning plans ensure senders, Admins, template builders, and reporting analysts have the tools to make your eSignature business case(s) successful.  👷 Step 2: Design User Training  Develop a prescrip

We have a new customer story featuring Adeva, a global leader in tech talent acquisition.Adeva’s revenue grew by over 3000% in the last three years. According to the chief financial officer, Docusign has played a part in supporting that growth. “The speed and reliability of signing contracts with Docusign have led to faster onboarding of vetted professionals, allowing us to empower our customers with high-profile talent quickly and efficiently,” said CFO Aleksandra Simeonova.Here are a few ways they’ve achieved such huge results:From 20 Days to HoursPreviously, manual processes and international mail delays slowed Adeva down. With Docusign eSignature, they cut contract finalization time from 20 days to just a few hours. “Docusign offered everything we needed: templates, streamlined revisions, secure approval processes, robust archiving and documentation and audit trails,” Simeonova added.Boosting Efficiency with HubSpot IntegrationUpgrading to an enhanced Docusign plan with advanced fe

Welcome to What’s New at Docusign! This is your go-to space for staying up-to-date with all the latest Docusign news, from company announcements to new apps and solutions. Whether you're eager to learn about our newest features, updates, or industry developments, this category will keep you in the loop.We’ll be curating highlights from across Docusign’s resources to make sure you’re up-to-date about what’s happening. This is also your place to ask questions and share feedback about the new developments.We look forward to sharing the news and hearing your thoughts in the comments!  

Docusign just announced new capabilities to help you break free from the Agreement Trap and make your workflows more efficient than ever. In Docusign 2024 Release 2, we’re introducing new features in Intelligent Agreement Management (IAM) that’ll transform the way you work with agreements.Here’s what’s new in Release 2:1. New Workflow Builder (formerly Maestro) and Agreement Manager - (formerly Navigator) CapabilitiesWith upgrades to Workflow Builder (formerly Maestro) and Agreement Manager - (formerly Navigator), you’ll get more control over your agreement workflows and gain valuable insights from your agreement data. Workflow Builder (formerly Maestro): Create custom workflows for your agreements—no coding required! And with advanced conditionality, tasks get routed automatically based on your rules. Plus, CLM users can now integrate Workflow Builder (formerly Maestro) into their contract workflows for ID verification and more. Agreement Manager - (formerly Navigator): This smart r

Creating and managing document templates has always been a bit of a hassle. Traditionally, you’d draft your templates in a word processor, upload them to Docusign, and then make updates one by one—sometimes even battling with complex syntax. But not anymore!The Agreement Template Builder is here to streamline the entire process. Here’s how it’s going to change the game for you: Easy Template Creation: You can now create and edit templates directly within Docusign eSignature using a simple drag-and-drop interface. Effortless Management: When business or legal requirements change, just adjust your templates right in eSignature—no need to dig up the original Word files. Smart, Data-Driven Documents: Customize your templates with conditional logic to show the right clauses based on document data. This means fewer templates to manage and more accuracy in your agreements. 💬 Community Chat:  How has your template creation process been going with the new Agreement Template Builder? Any ti

You might’ve heard that in May, Docusign acquired Lexion, an AI-assisted agreement management software provider. This acquisition enhances Docusign’s Intelligent Agreement Management (IAM) capabilities and integrates Lexion’s cutting-edge AI technology into Docusign’s platform.✍️ Key Highlights of the Acquisition: Enhanced Insights: Lexion’s technology offers deeper insights into agreements, improving understanding and risk identification with greater precision. AI Contract Assist: Lexion’s Word plug-in speeds up contract reviews and suggests revisions for non-compliant agreements. Effortless Q&A: Users can quickly find specific information within contracts using a streamlined Q&A feature. Streamlined Task Management: Lexion’s tech integrates with email, Teams, and Slack, simplifying task initiation, approvals, and comments. Impact on Customers: The integration promises faster contract creation, deeper insights, and improved productivity, offering greater efficiency and

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! 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 eSignature Administration 2 We