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"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 eSignatur

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 o

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

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 HoursPr

Emerging insights from neuroscience, particularly neuroplasticity—the brain's ability to form new neural pathways—are proving to be a game-changer in resolving conflicts and improving collaboration in personal relationships and in business. Psychologist John Grey has pioneered a neuroscience-based approach to couples counseling. His methods focus on “rewiring” the brain for better collaboration, empathy, and win-win outcomes. While he’s an expert in relationship counseling, his approaches apply just as well to the workplace as they do to marriage.You can read the full blog here, but here are a few top takeaways: ✍️

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 Maestro and Navigator CapabilitiesWith upgrades to Maestro and Navigator, you’ll get more control over your agreement workflows and gain valuable insights from your agreement data. 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 Maestro into their contract workflows for ID verification and more. Navigator: This smart repository centralizes

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 cl

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.

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 so

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 an

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 “

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 b

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 lif

 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

 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,

 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 we