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In this recent Community event, Docusign University Product Trainer Matthew Farler and Sr. Onboarding Consultant Kevin Hong answered customers’ questions about Docusign Maestro Workflows, focusing on the platform’s functionality, app center usage, and new feature enhancements.

Below, you’ll find key learnings from the event and the full recording.

Key takeaways:

  • Manager Role & Send Invite Step
    You can send invites to an individual who needs to join a workflow from their own device. Even if an envelope already has recipient notification enabled, this step ensures the right person enters the workflow at the right time.

  • Maestro vs. PowerForms
    Unlike PowerForms, Maestro can collect data up front without immediately generating an envelope. This enables more complex workflows—such as ID verification and branching logic—before any documents are sent for signing.

  • Document Addition & Branching
    Maestro allows you to add new documents to an envelope on the fly and create branching logic with up to four levels.

  • Pre-population & Integrations
    While Maestro doesn’t currently support direct URL-based pre-population like PowerForms, it can pull data from connected systems (e.g., Salesforce). The App Center simplifies these integrations, making it easier to store and retrieve documents from sources like SharePoint or Google Drive.

Next steps:
 

✅ Watch the full recording below

✅ Got questions about Maestro? Drop them in the comments below

✅ Stay in the loop! Subscribe to our events page  to get notified about upcoming sessions

 

 

Dear Sir,

Could you please inform us which certificates or documents you can provide as evidence that your system is validated and meets the requirements of the pharmaceutical industry, particularly regarding data integrity and computerized systems?

Thank you in advance

Hello ​@PGF,

Welcome, and thank you for reaching out to Docusign Community!

Docusign eSignature is used by pharmaceutical and medical device companies to meet a range of compliance requirements, including those set forth in the Code of Federal Regulations Title 21 Part 11. 

Article: https://www.docusign.com/blog/21-cfr-pt-11-compliance-electronic-signatures

To view the white paper that will provide a complete guide to CFR Part 11 and electronic signatures. You may register here: https://www.docusign.com/resources/whitepapers/using-docusign-to-facilitate-compliance-with-21-cfr-part-11

Additionally, you may register to download the Docusign Security and Trust Assurance Package. The DocuSign Security and Trust Assurance Packet (STAP) is a collection of documents outlining the security measures DocuSign takes to protect customer data and maintain trust. It includes third-party audit reports, certifications, attestations of compliance, and high-level overviews of DocuSign's security practices. Here is the link: https://www.docusign.com/trust/stap

I hope you find this helpful. Should you require any additional assistance, feel free to reach out. Thank you!

 

Best regards,

Jenny | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

 

Thank you!

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