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Hey Docusign Community 👋This month’s update brings you steal-worthy workflow ideas from other members, a look at what’s ahead on the Docusign Q4 roadmap, and an async Ask Me Anything for developers building with Docusign APIs.🤓Community Spotlight: How you all use Docusign to work smarterThanks to everyone who shared how you’re using Docusign in your day-to-day work in the October Challenge. The thread surfaced practical ideas you can borrow or build on, especially if you’re looking to reduce manual steps or make processes more consistent.Here are a few highlights—head to the thread to ask your peers questions or for advice on how you can do something similar.Faster onboarding from a single starting point: @Pau123 shared a Workflow Builder (formerly Maestro)-driven onboarding flow that sends an NDA, SOW, and tax form based on a single input, uses conditional fields for role and compensation, escalates reminders if signing stalls, and saves completed packets with metadata for easier se

Hey Docusign Community 👋This month, you’ll find an October Challenge where sharing how you use Docusign could win you $150, a real-world example of a small team that implemented Docusign IAM, details on Docusign Discover, and how to connect with us at Dreamforce.🏆 October challenge: Share how you use Docusign, inspire others, & win $150How have you used Docusign to make your agreement processes smoother and more efficient?This month, we’re inviting you to share your story with the Docusign Community, and you could win a $150 gift* of your choice.Maybe you’ve:Accelerated turnaround time with eSignature\tSimplified contract reviews with CLM\tStreamlined vendor agreement reviews with Agreement Manager - (formerly Navigator)\tBuilt a creative workflow with Workflow Builder (formerly Maestro)Whatever your story, we want to hear how you’re putting Docusign to work. Beyond the prize, this is about learning from each other and inspiring others to use Docusign in new ways.How to enter: Head

Hey Docusign Community 👋This month we’ve got quick wins you can use right away, from making Docusign emails easier to track to practical AI upgrades for your workflows. Plus, you get to choose the topic for our next Developer AMA in September.🗳️ Cast your vote: September Developer AMAThe next Developer Async Ask Me Anything (AMA) is coming up in September and we want you to decide what we cover. Cast your vote in this poll to let us know which topic you’d find most valuable. ✍️ Steal this playbook from Insperity to get agreements moving fasterIf you’ve ever felt frustrated by how slow or messy agreement work can get, you’re in good company. Insperity, an HR services company, ran into the same issues. Sales reps were emailing agreements, legal reviews dragged on, and key dates were buried.So they set out to fix it. Here’s the playbook they followed, with takeaways you can put into action today using Docusign.Step 1: Stop recreating agreements from scratchTeams were wasting hours draft

Hey Docusign Community 👋This month, we’re focusing on ways to modernize, streamline, and embed Docusign with fewer headaches. Two async AMAs (one for admins, one for devs) and a quick tip that could save your team from a recipient mess. Ask Me Anything (AMA): How to modernize agreement workflows when everyone's used to the "old way"Ever feel like your agreement process is stuck in the ‘90s?That’s exactly where Chris Lavin found himself at AAA Washington. Agreements had to be printed, scanned, and tracked manually—slowing everything down.By rethinking agreement workflows and introducing Docusign, Chris helped cut agreement turnaround time from 14 days to just one.In this async AMA thread, Chris is here to give you advice about modernizing agreement workflows.Rolling out Docusign and hitting resistance? Trying to prove the ROI to leadership? Want feedback on your Docusign use case? He’s been in your shoes—ask away.Plus, when you comment with a question, you’ll be entered into a giveaway

Hey everyone 👋This month, we’re looking at how to take the manual work out of managing agreements, from automating contract tracking with IAM tools to speeding up document prep with AutoPlace.Let’s get into it👇Docusign @ Docusign: Ditching the spreadsheetsIf you’re still using spreadsheets to track SLAs, renewals, and supplier obligations, you’re probably missing deadlines, duplicating work, or overpaying vendors. And you’re not alone.Docusign’s own legal operations and procurement teams felt the same squeeze.So they ditched the spreadsheets and used two IAM tools, Agreement Manager - (formerly Navigator) and Workflow Builder (formerly Maestro), to get out of reactive mode and into control.Here’s what they did (feel free to steal the playbook):\tReplaced contract tracking spreadsheets with a smart repository: Legal ops uploaded thousands of existing agreements into Agreement Manager - (formerly Navigator) in just a few days. Now, every new supplier agreement signed in Docusign is auto

Each month, we host events to help you level up, ask questions to experts, and connect with others who share your goals.Here’s what we have planned for you in June👇Tuesday, June 3 | How to Add Fields Automatically with AutoPlaceSpend too much time manually dragging and dropping fields? Learn how to streamline your templates and save time using AutoPlace. This interactive Trainer Tips Live session shows you the power of AutoPlace.Why join?\tLearn how to insert multiple fields in one step\t\t\tGet expert advice on building reusable, efficient templates\t\t\tAsk your AutoPlace and template questions live\t👉 Register nowThursday, June 5 | Legal Book Club: Leading Without AuthorityIf you work in legal, join the new quarterly Legal Book Club! We’re kicking off with Leading Without Authority by Keith Ferrazzi & Noel Weyrich, a book that challenges traditional leadership and team collaboration models. Why join?\tConnect with peers in legal and legal ops\t\t\tDive into meaningful discussion with Krys

Hey everyone 👋This month, we’re diving into how to get more out of the agreements you already manage, from uncovering hidden insights in your documents to tapping into new AI-assisted features. Let’s get into it 👇 🚀 What’s next in Intelligent Agreement Management at DocusignBy now, you’ve probably heard that Docusign rolled out a powerful set of new Intelligent Agreement Management (IAM) capabilities in 2025 Release 1. This release was BIG, so the Community hosted an event with Docusign product managers to break down what’s new. The panelists took attendees behind the scenes of the latest AI-assisted features to unpack how to start using the new capabilities in your work. The session walked through everything from integrated tools to prepare agreements, to pre-built workflow templates, smarter contract intake, streamlined task management, and more.👉 Watch the event replay. Then drop your questions or feedback in the comments. ✍️ AI-assisted review: Speed up deals.Many of you in the

Each month, the Community hosts events to help you get smarter at using Docusign, connect with experts, and collaborate with others who share your challenges and goals.Here’s what we have planned for you in May:Thursday, May 1 | Inside Docusign's Newest AI and IAM AnnouncementsJoin Docusign product experts to unpack the newest features announced at Momentum25, including Docusign’s new AI engine Iris, Agreement Preparation tools to speed up contract creation, secure Workspaces for tracking complex agreements, the ability to use AI to review contracts, and more.  Why join?\tExplore new Intelligent Agreement Management (IAM) tools that are shipping this year\t\t\tGet the inside scoop on what’s coming next and how to get early access\t\t\tAsk questions about how you can use what's launched\t👉 Register nowTuesday, May 6 | Workflow Builder (formerly Maestro) Feedback ForumHave thoughts about Workflow Builder (formerly Maestro) workflows? Join Docusign’s product experience research team for a live c

Hey everyone 👋This month, we’re spotlighting three things in the Community that you won’t want to miss—from a celebratory giveaway to a deep dive into Agreement Manager - (formerly Navigator) and a must-see tip on document visibility. 🎁 Join the conversation about 2025 Release 1 & Momentum25 and you could earn a giftApril’s been big over here :\tMomentum25 just wrapped up\t\t\tDocusign 2025 Release 1 went live\t\t\tThe Community launched the Release Hub\t\t\tAnd the Community turned one year old!\tSo we wanted to do something special to celebrate with you all.Here’s the deal: Between now and May 1, comment on select posts in the Community related to Momentum and Release 1, and you’ll be automatically entered into a drawing for a gift.The best part? If you’re selected, you get to choose from a selection of premium gifts worth $100—think California olive oil, alpaca throw blankets, artisanal coffee bundles, and more. Then ship what you picked out straight to your door.👉Want to join in? Head

If you’ll be at Momentum in NYC on April 16, you’ve probably noticed there’s a packed agenda with tons of sessions to choose from. Problem is that you can’t be everywhere at once.To help you how to plan your day, here’s a guide to sessions based on your industry and interests. See some you like? You can build your agenda here. Also, before we dive in, make sure you sign up for Community After Dark to connect and celebrate after the day is done! You’re all invited, but space is limited. If you’re in interested in what Docusign University (DSU) is hosting: If you’re interested in diving deep into Intelligent Agreement Management (IAM): If you’re interested in Docusign CLM:If you’re in healthcare & life sciences:If you’re in financial services:If you’re sales:If you’re in CX:If you’re in legal:If you’re in procurement: If you’re in HR:If you’re in IT:I f you’re in the public sector:  Which sessions are you most excited about? Drop a comment below 👇

Docusign’s flagship event returns on April 16 at Pier Sixty in New York City! Get ready to explore how Intelligent Agreement Management (IAM) is transforming the way business gets doneThe best part? It’s completely free! Let’s make it a great showing for the Docusign Community.Why attend?✨ Transform your agreements with AI: See how Docusign Iris streamlines sales, HR, procurement, and customer experiences.🔍 Discover new opportunities with Docusign IAM: Learn how to tackle efficiency challenges and uncover new insights with specialized solutions.🤝 Expand your network & get hands-on with the latest tech: Meet with Docusign experts in 1:1 sessions, explore live product demos, and connect with peers in sessions tailored to your industry.Whether you’re steering enterprise strategy or driving day-to-day agreements, Momentum25 will give you practical insights to harness Docusign more effectively so you can maximize business impact.Next steps👉 Secure your spot today—register for free! \ud83d

Each month, we host events to help you get smarter at using Docusign, connect with experts, and collaborate with others who share your challenges and goals.Here’s what we have planned for you in April:Tuesday, April 1 | Trainer Tips Live: Approve and Decline Fields in eSignatureDo you need a recipient to approve or decline a document without adding their signature or initials? Join this event to learn how, while still ensuring compliance and traceability in the envelope history. Why join?Discover how to configure these fields within a document\tSee how the decision is captured in the envelope history and certificate of completion\tAsk your questions to a Docusign University product trainer👉 Register nowTuesday, April 8 | AI-Assisted Review: Rule Writing Best PracticesAt the core of AI-Assisted Review is well-defined rules that enable AI to assess agreements for compliance, completeness, and risk. Join to discover best practices for crafting AI-compatible rules.Why join?Learn best practi

Hey everyone 👋 In this month’s newsletter, we’re focusing on three big things in the Community you won’t want to miss—from setting up automatic template matching to insights from a social media agency founder. Let’s dive in.🔭 No more hunting for the right template—let Docusign match it automatically In the March 3 Trainer Tips Live event, Docusign University Product Trainer Glen Steinhardt gave an inside look at Docusign’s automatic template matching feature.Here are three reasons why you’ll want to try it out: \tDocusign can do the heavy lifting: Docusign’s automatic template matching feature scans documents and applies the right template. No more manually searching for the correct template for each document.\t\t\tField placement will get a whole lot easier: Say goodbye to dragging signature fields around on your documents. With autoplace, you can anchor fields to specific text ensuring they automatically land in the right spot.\t\t\tGet super accurate template matching: You can set up int

Each month, we host events to help you get smarter at using Docusign, connect with experts, and collaborate with others who share your challenges and goals.Here’s what we have planned for you in March:Monday, March 3 | Trainer Tips Live: Automatic Template MatchingTired of manually setting up envelopes when a template already exists? Automatic template matching saves you time by detecting and applying the right template.Why join?Learn how to configure and customize template matching\tDiscover best practices for optimizing this feature\tSave time and reduce manual work Register nowThursday, March 6 | Workflow Builder (formerly Maestro) Feedback ForumHave ideas or feedback on Docusign Workflow Builder (formerly Maestro), our no-code automation tool? Join our interactive feedback forum to help shape future improvements.Why join?Provide direct feedback to the product team\tConnect with peers and discuss workflow challenges\tHelp influence the future of Workflow Builder (formerly Maestro) Regis

Hey everyone 👋  In this month’s newsletter, we’re focusing on three big things in the Community you won’t want to miss. Let’s dive in.🚀 The Monthly Round-Up: A new Community event series Our Monthly Round-Up event series is in full swing! This new series brings you answers to the Community’s top questions. Each month, Docusign University trainers break down trending questions, give live demos, and share expert tips to help you get the most out of Docusign.Why join?\tGet answers to questions you and your peers are asking \t\t\tWatch live demos showcasing practical solutions and tips\t\t\tAsk follow-up questions during a live Q&A\tICYMI: Our January session covered best practices for eSignature envelope recipients—watch the on-demand recording.👉 Up next: Join us on Feb 20 to get answers to the most common questions about eSignature templates.⌛Save time with custom fields Tired of formatting the same fields in every envelope or template? With document custom fields, you can create reusable

Our Monthly Round-Up event series is in full swing! The series brings you answers to the Community’s most commonly asked questions. In each event, Docusign University trainers address trending topics, give live demos, and share actionable tips to help you get the most out of Docusign.💡 Why join?\tGet answers to the most frequently asked questions from the Docusign Community\t\t\tSee live demonstrations showcasing practical solutions and advanced tips\t\t\tAsk follow-up questions during a live Q&A\t🚀 In case you missed it...Our January session focused on eSignature envelope recipients—catch the on-demand recording to learn best practices and key takeaways.📅 Up next: February’s session on eSignature templatesJoin us on Feb 20 to get answers to the most common questions about eSignature templates. 

Hey everyone 👋 We’re starting 2025 with a bang in the Docusign Community. From fresh product updates to events you won’t want to miss and even a chance to shine at Momentum, we’ve got something for everyone this month. 🚀 Have questions about Docusign’s most recent release?Docusign just rolled out tools to make agreements faster, workflows smarter, and identities more secure. Get the full scoop here.If you’re already using the new solutions, drop your tips in the comments or let us know if you have questions. 🥳 Let’s get some Community members on stage in NYC!The Docusign Customer Awards are open for nominations—winners will join us in NYC at Momentum. We’d love to see Community members up there in April, so get your submissions in today! More details here.     🗓️ Mark your calendarHere's a snapshot of what's coming up. Check out all our events here and subscribe to the page so you never miss an update. Real estate success with Docusign | Jan 15 (tomorrow)Join Docusign’s director of