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Have you ever thought about user’s experience customization using your company’s logo? Besides that, what do you think about to customize emails coming from your eSignature account to your customers helping them to better identify your branding?Does communication with your customers it’s a problem for your business? Using your company’s branding will improve that a lot.Branding offers a way to customize the Docusign experience for both senders and recipients. With the branding controls in Docusign, as an account administrator you can reinforce your brand presence and reassure signers that documents sent to them through your Docusign account are coming from your organization.The branding configurations you specify are global and apply to all users on your account and every recipient experience for every envelope sent from your account.I invite you to watch this short video on Brands from our Trainer Tip series, to learn how to customize this step! Click here to watch the video! Key Take

Holiday gatherings can often be filled with tension, but they don't have to be. In this Docusign blog, we dive into strategies for avoiding conflict during the holidays.We explore expert advice from hostage negotiators, corporate mediators, and even improv coaches, all of whom share their insights on managing difficult discussions and fostering understanding.✍️ Key takeaways:Define your desired outcome: Before entering a conversation, focus on what you hope to achieve—building a connection, not winning an argument. Empathy is key: Great negotiators start by putting themselves in the other person’s shoes. This can help you connect even with those you disagree with. Ask the right questions: Use curiosity to your advantage by asking open-ended questions, like "Why do you think that?" to encourage dialogue and strengthen relationships. The power of gratitude: Show appreciation for the other person’s perspective with the "Thank you, because" technique to de-escalate tension and foster mutua

Need to step up your Docusign Template game? Try using some of our template management actions. Once a template has been created, you can:Edit - You can edit any aspect of your template. Try using the “Replace” action for your template document if it needs to be substituted for a new version. All the fields will be retained when the document is replaced. Copy - A template can be copied if you are creating something similar. No need to recreate from scratch! Download - Downloading your templates to your local computer creates an exported template file. You can then upload that template file into Docusign. Usually this is used to move templates from one Docusign account to another. Share - Templates can be shared with other users on your account. Sharing a template ensures a consistent sending experience no matter who creates and sends the envelope. Templates can be shared with users in two different ways: Share a template with users directly - Select the users or groups you want to shar

Docusign 2024 Release 3 is here, packed with powerful new capabilities that will help you capture more hidden business value in your agreements across their entire lifecycle—from generating agreements, to committing in a trusted way, to building integrations that span the entire process.In this release, Docusign introduces features like AI-Assisted Review in Microsoft Word, a beta for centralized template management, and updates to the Identity Wallet for repeat signers. Whether you're a contract manager, developer, or signer, these updates empower you to do more faster.✍️ Key takeaways of the release: Streamline contract review processes: Use AI-Assisted Review* in Microsoft Word to automate contract review, generate clauses, and answer contract-related questions in CLM. (*US only.) Simplify forms management: Advanced Web Forms now feature document exclusion rules and multi-party data collection, reducing the need for separate forms. Enhance workflows with developer tools: Build s

Have you ever come across an envelope where you needed to add dozens (or even hundreds) of similar fields? For example, a 40-page document where each page needed an Initial Here field for each recipient? So… if I told you that you could automate this, would you believe me?The feature called AutoPlace adds fields near each occurrence of a given string in a template or single envelope. This advanced field action allows you to specify a string of characters in your document or template for automatic placement of the field.You can use AutoPlace with any field type – you can even define custom fields to include the AutoPlace setting. When you AutoPlace a field, it is automatically placed at all instances in your document of the specified word or characters.I invite you to watch this short video on AutoPlace from our Trainer Tip series, to learn how to automate this step! Click here to watch the video! Key Take-aways:AutoPlace can help to prepare your documents faster. You can apply automati

This Docusign blog explores how AI-Assisted Review is transforming contract review and negotiation. This Microsoft Word add-in for Docusign CLM empowers teams across your organization to streamline processes, reduce bottlenecks, and maintain compliance. The blog post highlights how this tool leverages AI to accelerate contract review and empower more team members to participate in negotiations—without sacrificing legal standards. From automating reviews to answering contract-related questions, this feature is a game-changer for CLM and CLM+ customers in the U.S.✍️ Key TakeawaysStreamlined review processes: AI automates contract reviews, suggesting markups and new clauses aligned with your organization’s playbooks. Empowered teams: Non-legal teams can handle contract reviews effectively, reducing bottlenecks and freeing up legal teams for complex negotiations. Centralized compliance: Standardized playbooks and processes ensure consistency and risk mitigation across growing teams. Faster

Docusign has officially committed to reducing its emissions in line with the Science Based Targets initiative (SBTi) Business Ambition for 1.5°C campaign. By 2030, Docusign plans to reduce its emissions by 50%, with a goal of reaching net-zero emissions by 2050. In this blog, Docusign shares details of its sustainability goals, including targets for emissions reductions across the company’s value chain and supply chain. The post also highlights Docusign’s ongoing efforts to create more sustainable agreements and contribute to environmental protection. Here are some key points of how: Docusign has helped over 1.5 million customers create sustainable agreements by digitizing processes, saving 93 billion sheets of paper (equivalent to 10 million trees) and $3M granted to organizations protecting forests. In 2024, the Docusign Foundation launched a Climate Action Fund to support climate change initiatives. Recent grantees include the Wildlife Conservation Society, the Forest Stewardship Co

In April 2024, Docusign announced the launch of Intelligent Agreement Management (IAM). Intelligent Agreement Management (IAM) is a new category of AI-assisted cloud software designed to connect and automate every step of agreement work.Have you been hearing about IAM but aren’t really sure what it’s actually about? This blog provides a comprehensive overview of the flexible, interconnected collection of tools designed to streamline and customize every step of the agreement lifecycle. ✍️ Key takeaways: What it is: IAM is an AI-assisted platform that empowers you to connect and optimize every step of your business processes that involve agreements.  Flexible and scalable solutions: IAM provides foundational tools with the option to add customizable extensions, seamlessly integrating data across the entire agreement lifecycle. The IAM foundation: Core tools like eSignature, Maestro, and Navigator create a streamlined, connected agreement process. Automation and customization: With

Need to share envelopes with users? Whether someone is out of the office and needs a backup or you’ve got team members who need to collaborate, Docusign’s got you covered. Envelopes can be shared using Docusign’s “Shared Access” feature. Sharing access to envelopes will allow for cross-team collaboration and provide visibility of envelope transactions amongst your users.Shared access can be set up by the Docusign Administrator or left up to your users to set it up themselves!To set up shared access as a Docusign Administrator, navigate to Admin > Users > Manage Shared Access To allow your users to set up shared access for themselves, a Docusign Administrator needs to enable the “Allow to edit shared access permissions and setup” under Admin > Sending Settings Each user can then manage their own shared access settings from their My Preferences page  There are three permission levels available for setting up shared access:Manage - Allows the user to manage and view other user’s

This Docusign blog highlights findings from the Forrester Consulting’s Total Economic Impact™ (TEI) study. The commissioned study explored how Docusign CLM removes manual steps, simplifies contracting processes, and delivers tangible business benefits—including a 449% ROI.  ✍️ Key takeaways: 449% ROI: Forrester’s study estimates that organizations adopting Docusign CLM see a significant return on investment, improving both efficiency and profitability. Faster contracts, fewer errors: CLM reduces the time spent creating sales contracts by 90% and cuts contract errors by 85%. Risk reduction and cost savings: By centralizing agreement data and automating manual processes, CLM lowers risks, reduces value leakage, and streamlines operations. Accelerated revenue: Faster contract completion enables organizations to realize revenue sooner, increasing their financial agility. Employee and customer satisfaction: CLM makes the contracting process simpler, delivering a better experience fo

We’re excited to share that Docusign has been named a Leader in the 2024 Gartner® Magic Quadrant™ for Contract Life Cycle Management (CLM) for the fifth year in a row.  In this blog, Docusign’s chief product officer reflects on the significance of this recognition and how Docusign CLM empowers businesses to streamline contract processes, improve compliance, and drive meaningful outcomes.✍️ Key Takeaways:Some of the main reasons Docusign was named a Leader include:  Market-leading innovation: Docusign has a market-defining vision and ability to execute, highlighting our leadership in transforming contract lifecycle management. End-to-end contract management: Docusign CLM helps businesses manage contracts at every stage—from negotiation and execution to post-signature insights—boosting efficiency and reducing risk. Driving results across industries: CLM solutions like Docusign’s deliver measurable benefits, including cost savings, accelerated time to revenue, and improved governance.

This Docusign blog dives into the difference between two key metrics for calculating contract value: Annual Contract Value (ACV) and Total Contract Value (TCV). While both measure the value of customer agreements, they offer unique insights into business performance. In the blog, you’ll discover how ACV and TCV are calculated, their advantages and limitations, and when to use each to guide strategic decisions for your organization. Whether you're optimizing marketing initiatives, planning annual revenue, or targeting high-value customers, these metrics play a pivotal role in leveraging the value of agreements.✍️ Key Takeaways:Annual Contract Value (ACV):Definition: The average revenue a contract generates per year. Formula: ACV = Total contract value (excluding one-time fees) ÷ total years in the contract. Use Cases: Useful for analyzing annual revenue, sales campaigns, and customer retention efforts. Limitations: Does not account for one-time purchases or customer attrition.Total Cont

Sustainability has become a key priority for businesses, but how can contracts play a role in achieving those goals? This Docusign blog explores how Environmental, Social, and Governance (ESG) clauses are helping organizations tackle global challenges, like reducing emissions and improving ethical sourcing practices.The blog also highlights Docusign’s partnership with Bonterms, which makes it easy for organizations to integrate standardized, adaptable ESG clauses into contracts.✍️ Key takeaways: What are ESG clauses? These contract provisions embed sustainability principles, setting clear expectations for organizations and suppliers to address environmental, social, and governance goals. Why ESG matters now more than ever: Growing pressures from regulations, investors, and customers make ESG commitments essential for staying competitive and future-proofing operations. Opportunities and challenges: Standardizing ESG clauses can address inefficiencies caused by inconsistent drafting,

Contracts are the backbone of business operations, but with so many different types, it’s important to understand which ones best fit your needs. This Docusign blog explores 15 common types of contracts and how they can be used to streamline operations, minimize risk, and ensure smooth business transactions.From fixed-price agreements to licensing contracts, the post covers why different contract types exist and how understanding them can protect your business and boost efficiency. Dive into this guide for a comprehensive overview and practical insights on navigating the world of agreements.✍️ Key Takeaways:Fixed-price contracts: Simplify agreements with pre-determined costs. Cost-plus contracts: Share risks by covering expenses and adding a fee. Time and materials contracts: Pay for hours worked and materials used. Unit pricing contracts: Break work into smaller units for clarity. Unilateral contracts: One party promises payment only after actions are completed. Bilateral contracts: B

In November, Docusign introduced Docusign for Developers — a transformative suite of tools designed to empower businesses and developers to innovate with the Intelligent Agreement Management (IAM) platform. This blog about the announcement highlights how Docusign for Developers provides extensible agreement APIs, low-code/no-code tools like Maestro, and AI-assisted insights via Navigator. Whether you’re looking to build custom workflows, automate agreement processes, or create applications for the Docusign App Center, this is your next step in revolutionizing agreement management.✍️ Key takeaways from the blog: New tools for developers: Create seamless integrations and workflows with APIs, SDKs, and plug-ins to extend Docusign capabilities. Real-world applications: Learn how businesses like Velatura and NeuraFlash are solving challenges with IAM-assisted solutions. AI-assisted review: Streamline contract reviews by flagging discrepancies and suggesting changes in real time within M

Hey everyone! This isn’t a traditional “tip from Docusign,” but I came across a great Youtube video that I think could be super helpful if you're a Microsoft customer using Docusign with Power Apps and Power Automate.It dives into building a real-world document management solution, covering everything from generating PDFs to automating approvals and securely storing signed documents.Here’s a quick rundown of what it covers:Setting up Docusign in Power apps: Learn how to integrate digital signatures right into your apps. Creating dynamic PDFs: Automatically generate PDFs based on your data—no manual work needed! End-to-End document workflow: Automate the process of sending, signing, and saving documents with Power Automate and SharePoint. Using custom tags: Add names, dates, and signatures dynamically into your documents. Step-by-step walkthroughs: Get guided through building Power Automate flows for sending envelopes and saving signed docs.If you’re looking to optimize your workflows o

Did you know that your users can update their own time zone preference as well as the date format that is displayed when managing their envelopes on the agreements page?For organizations who have users across multiple timezones, there is an easy way for users to update their own regional preferences. If your account hasn’t allowed users to update their regional preferences, there is an easy way to update your settings. Take a look at this Trainer Tip video where we explain how administrators can update their accounts settings to allow users to set their own time zone and date preference.  Click here to watch the video! Key Take-aways:Users can update their own time zone preferences. If a user can’t update their settings, administrators can update their account settings to allow users to change their time and date settings.  Additional Resources:For more information  Get Started with Docusign eSignature for End Users For more information on this topic and the capabilities that admins c

Have you implemented Docusign eSignature but don’t feel like some of your users/senders are on board? How do you know if your users are even sending agreements for eSignature and not reverting to the old agreement workflow process? The ART method can increase your user adoption and, ultimately, your return on investment (ROI).   🗺️ A -  Assess the Current State Start by identifying two key types of users in the organization:Power Users Late Adopters Power Users often have the most “sent” and “completed” envelopes and are quick to assist peers when there are questions. Take advantage of their experience and enthusiasm to gain feedback on how to improve the eSignature process within their departments. On the other hand, the late adopters have a low number of “sent” and “completed” envelopes. Late adopters may also have a high number of “corrected” and “voided” envelopes, indicating errors are being made in the sending process. Leveraging Docusign eSignature User and Group Activities in

For public sector agencies, efficient and secure agreement processes are foundational to providing timely services and fulfilling missions. Docusign Intelligent Agreement Management (IAM) offers agencies key capabilities to streamline and secure the signing phase of their agreement workflows, helping them address common challenges in managing agreements at scale.Insights and capabilities for public sector success: Security and authentication: Public sector agreements require robust security to maintain trust and meet regulatory standards. Docusign IAM incorporates layered security features and identity verification options to help ensure that agreements are signed securely and authenticated accurately, safeguarding sensitive government transactions. Flexible signing options: Docusign IAM provides various signing methods that allow agencies to meet both internal teams and constituents on their preferred platforms, from mobile devices to embedded applications. Notifications through SMS

Docusign’s new guided tours are a quick and easy way to get a closer look at how Docusign tools work—and how they can make your workflow smoother and more efficient.  Here’s a quick rundown of the tours you can check out: IAM Core: Learn the basics of Intelligent Agreement Management. IAM for Customer Experience: See how IAM can improve your CX processes. IAM for Sales: Discover ways to speed up sales cycles. Maestro: Manage agreements like a pro. Navigator: Stay on track and achieve better outcomes. Data Verification: Build trust with accurate agreements. CLM: Get a handle on contract management. eSignature: Try the easiest way to sign documents digitally. 👉 Feel free to share any questions below! 💬

Have you ever wanted to pre-fill some fields on your eSignature agreement, so that no-one else can modify them?For example, you might want to ‘burn’ Product colours or Service bundles onto the lines of a Purchase Order form so that your customer cannot edit the choices you offer. Those choices are already set up before the Purchase Order form is dispatched. Take a look at this week’s Trainer Tip video with Product Trainer Derval Lynes to learn how to use Pre-Fill tools on your Docusign Agreements. Click here to watch the video! Key Take-aways: - Locate Pre-Fill tools via the pencil icon to the left of all the Standard Fields when in the Fields view. - You can set them up on text, checkbox, radio, name and company fields.  - Perfect for pre-filling fields carrying important data before dispatch of your envelope: so that recipients can’t modify the data in those fields. Visit Docusign University for more in-depth training led by Derval and other expert Docusign Product Trainers.Customize

Have you heard about Docusign Maestro? It’s a new no-code solution for building and deploying automated workflows. Whether you’ve had the opportunity to explore the platform service or not, it’s essential to understand how you and your business can benefit from Maestro based on your line of business and industry.   ✅ Maestro for Lines of Business (LOB)  ✅ Maestro for Your Industry  ⚡️ Connect the Tools You Use Today Docusign Maestro allows you to quickly connect the applications your business uses, such as Salesforce, Microsoft Sharepoint, and Google Drive. In addition to the apps you depend on, seamlessly integrate Docusign features like ID Verification and web forms into your workflow.  The following examples are a few of the top use cases across multiple lines of business and industries that integrate essential apps and Docusign.  💰 Financial Services - New Account Opening  🏥 Healthcare & Life Sciences - New Patient Intake  🎯 Procurement - Purchase Requisitions    🏛️ Legal S

Randall Madison’s interest in development began in his childhood, writing simple programs in BASIC on a Tandy 1000. His interest was further piqued in 2007, when he started working for the Virginia Tech Transportation Institute as a Research Associate. During this time, Randall used his engineering background in working with MATLAB to design and author a mass data ingestion/time-series data analysis tool for crash analysis. After graduation, Randall accepted a job at Forefront Technologies, where he grew from Junior to Senior Developer and eventually to Product Development Manager.The Documentum Docusign Connector project uses the Java eSignature SDK to enable clients to integrate their signature workflows directly into Documentum. Ad hoc envelopes may be sent when users require total control, and profiles provide configurable elements to control everything from recipient order and type to signature placement. The connector facilitates departmental division by providing profile-based a