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Do you need to calculate values dynamically based on data entered by recipients in your Docusign eSignature documents? Are you looking for a way to automate calculations like totals or durations without manual input? Formula fields in Docusign allow you to build formulas that calculate values based on other Docusign fields. This feature is particularly useful for scenarios such as calculating a total amount or the number of days based on data entered by a recipient in previous fields. In this Trainer Tip video, Sr. Product Trainer Markus Duesterhoeft demonstrates how to configure formula fields to automate calculations in your documents. Learn how to set up formula fields, customize data labels, and test your envelope to ensure the calculations work correctly.  Key Takeaways:

Do you wonder what the logic is for navigating XML nodes to populate your organisation’s CLM workflow? Do you wish you could master this concept and configure like a Pro? Take a look at this Trainer Tip video with Product Trainer Derval Lynes. Key Takeaways: The data from all fields in your Document Generation Form translates into XML data. "Template Field Data," a sub-node under Params, holds all customer and contract data from your Doc Gen Form. Think of being a free-diver using rope knots or NODES for navigation when diving: to descend and ascend via the nodes.

Managing agreements shouldn’t feel like chasing status updates or drowning in an inbox full of requests. But for many teams, it does. The cost of that is real: lost time, delayed deals, and frustrated colleagues.That’s where Agreement Desk comes in. This new feature in Docusign IAM—with limited availability in August 2025— is a central platform to intake, collaborate on, and finalize agreements. Think of it as your control center for agreements: from initial intake to AI-assisted review, negotiation, and approvals, all in one dashboard. Everyone stays informed, nothing falls through the cracks, and deals move faster.✍️ Key takeaways: A simpler way to intake requests: Say go

We recently learned that for the second year in a row, Newsweek named Docusign the #1 Most Trustworthy Company in the Software and Telecommunications industry. 🎉We know that trust is earned, not given. So we want to take a moment to thank everyone in the Docusign Community for sharing your insights, asking the hard questions, and helping Docusign continuously improve the way agreements get done.🔍 Quick takeaways: This recognition is based on a combination of surveys, customer feedback, and public sentiment. The ranking was informed by input from 25,000+ U.S. residents and analysis of social sentiment. Docusign's IAM (Intelligent Agreement Management) platform is designed with security and transp

Introducing… Docusign Workspaces! This new IAM capability allows you to create a single space for all of the documents, envelopes, and messages that support a single transaction.For example, maybe you are preparing a new application for a customer. They are applying for an account at your financial institution. You could create a Workspace for the customer’s application. In that Workspace, you can request the customer to upload necessary documents for their application, message internal colleagues regarding the status of the customer’s application, and prepare the necessary envelopes for signature. Everything is all together in a single Workspace!To create a workspace, head to your Agreements tab > Workspaces

Did you know thatThere may be situations where you as the sender may not know who the eventual signer of a document will be. In this scenario you may want to use an Advanced Recipient action such as Specify Recipient.   When creating an envelope, you will be able to assign someone the Specify Recipients action, they will receive your envelope and fill in the name and email address for any role recipients.  Take a look at this Trainer Tip video where we explain how to set up the Specify Recipients action  Additional Resources:For more information 

Do you get frustrated when your CLM workflows don’t work?Do you wish you could troubleshoot CLM workflow errors more easily?  Take a look at this Trainer Tip video with Product Trainer Derval Lynes. Key Take-aways: Rogue spaces often cause workflows to fail. Publish, publish & publish again! (Save icon → Publish icon → Publish hyperlink clicked = 3 steps to 100% activate your workflow.) Delete & re-configure a step from scratch if you can’t resolve an error within 5 minutes.   

With all the exciting announcements of new products and features presented at last month’s Momentum event in New York, you might be asking yourself, “What’s the best way to stay updated on what’s coming, and how can my organization fully benefit from these agreements?”

​When streamlining  your document workflows in CLM you want to ensure consistency in your data entry and validity. In that case, you more than likely will find the Dynamic Attribute Dropdown field type extremely useful ! A Dynamic Attribute Dropdown allows you to create a dropdown menu to enable lists that source valid values from a chosen object. Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how CLM Administrators can Create a Dynamic Attribute Dropdown in Docusign CLM.  Key Take-aways:Dynamic Dropdowns attributes help ensure consistency in your data entry and validity.

Did you know that when sending an envelope, you can add an extra layer of security to further ensure the envelope reaches its intended recipient?You can do this by adding access codes when creating your envelope. The following video will show you how to get this done. Key Takeaways:Ensure that the envelope reaches it’s desired recipient Easy to set up, and correct if there are any issuesAdditional Resources:For this topic and some other great instructor lead guidance I would recommend the following course: Get Started with Docusign eSignature for End Users To view our full course catalog to find other live

By default, all of your users will have access to Docusign Navigator. However, they will only have access to their own agreements. This includes any agreements they sent or received through eSignature, or any agreements they uploaded directly into Navigator.There are a few ways to give users access to additional agreements:An individual user can have access to ALL agreements within Navigator - Careful here! This gives the user acce

Big news—we’ve announced the 2025 Docusign Customer Award winners! These standout organizations are leading the way in how they use Docusign to drive business innovation and create lasting impact.From reimagining outdated processes to transforming customer experiences, these winners are showing what’s possible with Intelligent Agreement Management. The award categories and winners are: Agreement Transformation: Honoring organizations that have significantly enhanced their agreement processes. Winners include New York Life Insurance Company, The Trade Desk, and Hays. Change Champions: Recognizing leaders driving modernization and efficiency within their organizati

Do you have experience with eSignature, CLM, or the Salesforce integration, and are you ready to expand your personal and professional development? Acquiring a Docusign Pro credential is the next step.  Earn an industry-recognized badge via our partner, Credly, and share on various social media sites, websites, or in your email signature.  ✅ Get started Docusign University offers 16 Docusign P

Creating agreements shouldn’t involve copying templates, chasing down data, or hoping compliance hasn’t changed. With the new Agreement Preparation feature in Docusign IAM, there’s now a faster, smarter way to prepare agreements that are built right the first time.This new capability is purpose-built to help you create accurate, compliant, and on-brand agreements in record time—whether you’re in Sales, Legal, Procurement, or HR.✍️ Key takeaways: Customizable templates that evolve with your needs: Easily create and update templates using a no-code interface, then automatically apply those changes to every n

Agreements aren’t just about getting to signed. They’re about what happens next. Renewal terms. Payment deadlines. Compliance commitments. When obligation tracking is manual or disconnected, it’s easy to miss a contractual obligation that costs your business time, money, or trust.That’s where Obligation Management in Docusign IAM comes in. It brings intelligence and structure to post-signature workflows so you’re not stuck chasing key commitment deadlines, combing through contracts, or updating spreadsheets.🔎 Key takeaways: Know what’s due when: Docusign Iris automatically extracts renewal, payment, and termination obligations from your contracts so you can track and act on what matters.

Managing complex agreements shouldn’t feel like a game of digital ping-pong. But for many organizations and their customers, it does. Scattered emails, redundant data entry, and slow handoffs create frustration, delays, and drop-offs.Workspaces changes that. It’s a new way to manage multi-step agreements, bringing every person, document, and task into one centralized hub so nothing gets lost in the shuffle.Think of Workspaces as your command center for collaboration, whether you’re onboarding customers, signing new contracts, or coordinating cross-functional reviews. Less back-and-forth, more forward momentum.✨ Key takeaways:

If you're heading to Momentum25, this thread is for you—drop a comment below to connect with others before the event. Showing up already knowing people beats being just another name tag. 👋 Introduce yourself to the Docusign Community. Share what you do, where you're traveling from, and what you're most excited about. ❓Got questions about Momentum? Ask away. We’ll reply with the answers.  📸 After the event, come back and share your top takeaways, favorite moments, and photos to keep the energy alive.  👾 Bonus: When you comment, we’ll send you a message with registration info for an invite-only Docusign Community gathering after Momentum ends for the day. (Hint: It’s at a b

You’re a busy person and there are times when you’re just simply not available to check your email to respond to a signature request on an important document. Your signature timing is critical and that document needs to be actioned right away, but because you’re away from your computer or phone, you just can’t get there in time and may potentially lose a customer or deal.  Fortunately, Docusign has you covered with Delegated Signing!Delegated Signing allows you to assign another user in your eSignature account to sign a document on your behalf when you’re not available to do so.  Take a look at this Trainer Tip below with Glen Steinhardt where he shows you how to configure this setting in your eSignature account to prevent this from happening to you! Additional Resources: To learn all about being an

Are you unsure of the difference between voiding, correcting, or deleting an envelope?  Unsure of when each action should apply, and how to approach situations in which the envelope you send may need to be altered or canceled?  Watch this tip from Docusign University Product Trainer Matt Farler to gain a clear understanding of how to address these common scenarios and be able to manage your envelopes confidently: Key Takeaways:Voiding cancels envelopes entirely, and they can not be resumed. Correcting an envelope can be used to adjust envelope components for recipients that have not yet signed. Voiding and correcting are actions that can only be performed while the envelope is in progress.Additional Resources:Learn more about Docusign eSignature envelope capabilities i

Did you know that the United States (U.S.) Federal and State governments allow the use of electronic signatures for many standard forms? Do you want to get a head start on tagging and creating templates for those popular forms? Good news: the Docusign University (DSU) Template Library features over 150 Federal and State templates to help you get started.   🏛️ U.S. Federal Government Templates are available from the following Federal departments:Health and Human Services (HHS) Internal Revenue Service (IRS)

Docusign has introduced a new app for Microsoft Intune, designed to securely manage agreements on the go for mobile users. Available in the iOS App Store and Google Play, this app integrates Docusign’s eSignature capabilities with Microsoft’s enterprise-grade mobile device and application management, enabling professionals to securely send, sign, and manage documents from any location.Key benefits of Docusign for Intune: Enhanced security: Intune's mobile application management allows companies to enforce security policies, ensuring documents are managed securely on personal and company devices.