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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 Workflow Builder (formerly Maestro) platform?Docusign University’s new Docusign Workflow Builder (formerly 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 Workflow Builder (formerly Maestro).  🔀 Why Docusign Workflow Builder (formerly Maestro)?   Docusign Workflow Builder (formerly Maestro) is a no-code solution for building and deploying automated workflows, designed to help you effectively create, use, and manage agreements. Workflow Builder (formerly Maestro) is the cornerstone for developing an Intelligent Management process within your business.  🏅 Become a Pro Earning the Docusign Workflow Builder (formerly Maestro) Workflows Pro badge signifies that you have acquired

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 agreem

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

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 Agreement Manager - (formerly 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 i

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

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

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 Agreement Manager - (formerly 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 Agreement Manager - (formerly Navigator) and Iris:  Centralize everything: Eliminate agreement sprawl by consolidating every c

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.docusi

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

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

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

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 Workflow Builder (formerly Maestro) integration: You can now launch advanced signing workflows using Docusign Workflow Builder (formerly 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 n

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?

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.Agreement Manager - (formerly 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 Agreement Manager - (formerly 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 au

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.Workflow Builder (formerly 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 Workflow Builder (formerly 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 downstre

👋 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

Do you want to apply your Docusign knowledge with hands-on practice? Are you seeking step-by-step guidance to solidify your understanding of a product? Docusign University (DSU) Activities are designed to give you practical training exercises to better understand Docusign products and features.  💪 What are DSU Activities? Activities are an engaging component of DSU's complimentary customer learning resources. They are specifically designed to provide learners with practical training through engaging projects. The goal of these activities is to offer hands-on training that helps users better understand Docusign products and features. DSU's curriculum, which includes these activities, is available in multiple languages. 🚥 Get Started DSU currently offers customers four distinct activities. These are integrated into specific learning plan paths or pursued independently, depending on individual learner preferences.Send Your First Agreement  Customize Document Features and Fields Customiz

Are you a CLM customer looking to add even more capabilities to your workflow? Do you have existing CLM workflows with limitations that eSignature or Docusign IAM could help with? Learn how to enhance your CLM workflow with Workflow Builder (formerly Maestro).With this Trainer Tip, you’ll learn how to invoke Workflow Builder (formerly Maestro) from a CLM workflow to obtain information from an external user, collect data from an ID, and then use that data in the CLM workflow. However, you can also use Workflow Builder (formerly Maestro) for many other possibilities, such as sending envelopes via WhatsApp or SMS, using Web Forms to collect information from external users, and sending envelopes using an eSignature template. Key Take-aways:•    Incorporate eSignature and/or Docusign IAM features into your CLM workflow.•    Learn how to connect CLM and Workflow Builder (formerly Maestro) workflows.•    Take full advantage of the Docusign platform's capabilities! Additional Resources:•    De

Do you find it difficult to identify or personalize envelopes when sending documents through Docusign, especially in bulk or with PowerForms? Are your email notifications starting to look the same, making it harder to track important agreements?Here’s a simple solution: use merge fields in your template’s email subject and message body. Merge fields let you automatically add recipient names, email addresses, or envelope custom fields (ECFs), making each envelope easier to spot, search, and personalize. This is especially helpful for internal workflows, PowerForms, and bulk sends. Watch this Trainer Tip video to learn how to personalize template email subjects with merge fields in Docusign eSignature.  Key Takeaways:Use merge fields to automatically personalize email subjects and messages in eSignature templates. Insert recipient data or envelope custom fields to make each envelope unique and easier to track. Customize messages for different recipients and roles to improve clarity and w

The account profile is where a lot of the main information for your account is stored. For example the account name, account address, admin custom message and custom help contact information. As a Docusign eSignature Administrator, you can access your account profile by going to the Admin tab > Account Profile. Let’s review each of these components:Account Name - This appears in notification emails to recipients and in your account drop-down menu. This is typically the name of your company or organization. To edit this, click “Edit” Account Address - This is used as your account's billing address and in the certificate of completion for your sent envelopes. This is typically the address for your company or organization’s headquarters. Admin Custom Message - With this, you can display a notice banner to all account users. You can also add an optional custom message that appears when the notice banner is clicked. This is helpful for important announcements you’d like to communicate to

There are times when you, as the sender, might not know the final signer of a document, or you might want someone else to manage and modify recipient information as needed. This is where the Update Recipients feature comes in handy! It allows you to designate someone as a reviewer who can specify details for recipients whose information was left blank and even update the details for named recipients. The designated reviewer has the power to modify the email, name, access code, and private message for any recipient, provided they haven't signed the document yet.  Take a look at this Trainer Tip video where we explain how to set up the Update Recipients action Key Take-aways:Update Recipients allows a designated reviewer to manage and modify signer information. The reviewer can update the email, name, access code, and private message for recipients who haven't yet signed. They can also void the document. Additional Resources:For more information  Manager Recipients  When To Use Update R

Streamline notarization for essential agreements by offering your customers a secure and flexible Remote Online Notarization (RON) experience that accommodates their busy schedules. Docusign Notary On-Demand is the 24/7 notary solution, and Docusign University's (DSU) newest tutorial video guides you through sending and signing.   🖥️ Docusign Notary On-Demand   In this quick tutorial video, Lead Digital Transformation Consultant David Groemping guides you through the notary on-demand process, demonstrating the experience of the sender, signers, and notary. 🧰 Additional Resources Check out the following DSU tools and courses to supplement and accelerate your Docusign Notary experience.Notary On-Demand Implementation Tutorial Video Docusign Notary Implementation Toolkit Self-Paced Course: Send Using Remote Online Notary Become a Docusign Notary Pro  🤝 Share Your Experience Have you experienced a remote online notary session? Share how 24/7 on-demand notary access benefits your busines

In order to streamline your document workflows in CLM, it is recommended to use Docusign Task Groups which are work groups used exclusively to automate workflow task assignments. For example, when you want a legal team to review and approve a newly generated agreement before it is sent out  to a  customer for redlining. Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how to create and use CLM Task Groups in Docusign CLM.  Key Take-aways:Task Groups are work groups used exclusively to automate workflow task assignments. Task Group settings are easily configurable by system admins and do not require accessing a workflow to change auto-assign patterns or Task Group member permissions. It is beneficial to assign an entire group to a Task Group and manage permissions for the entire group to allow Admins to only have to manage the users in the Group Additional Resources:For further information about CLM Task Groups, check out the following article: htt