Agreement Manager - (formerly Navigator) Bulk Update

Categories:Agreement Manager

Forum|Forum|1 year ago
February 26, 2025
2 replies
75 views

I was surprised during onboarding that the only way to update contract tagging and parties in Docusign is via the UI. This is extremely inefficient and not feasible / realistic for companies with a large corpus of documents. Going through and manually merging 400 Parties, or retagging 600 Contracts is not something that should be a 1by1 point and click exercise. I would strongly suggest / urge Docusign's product team to build functionality such that both Contracts and Parties can be updates via a structured CSV or XLS upload in the same way that is typical of other enterprise SaaS solutions (e.g. Salesforce, Hubspot, etc.)

Agreement Manager

Karissa.Jacobsen

Docusign Employee

Idea Submitted→Delivered

Karissa.Jacobsen

Docusign Employee

You can now select up to 10,000 documents at once in the Navigator UI and trigger a 'Reprocess' command. This uses our latest AI models to automatically scan, extract, and update tags (attributes) across your entire corpus in minutes.
Resources:

To handle the party merging issue you mentioned, Navigator’s AI automatically identifies duplicate party names and suggests consolidations. You can manage these at scale rather than updating individual contracts.
Resources:

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