Assign Agreement Sets During Envelope Creation

Currently, Agreement Sets can only be assigned after an envelope has been completed and the signed agreement has been ingested into Agreement Manager. This creates an additional manual step and may delay access to agreements by the appropriate stakeholders.

It would be valuable to allow users to select or assign an Agreement Set directly when creating and sending a DocuSign envelope. Once the envelope is completed and the agreement is automatically uploaded to Agreement Manager, the document would automatically be placed in the designated Agreement Set.

Organizations that rely on Agreement Sets to manage access and organize agreements would benefit from having completed agreements automatically routed to the correct set based on configuration made at the time the envelope is sent.