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28 Topics
26 Replies

Monthly Roundup: CLM Workflow Components | Recap & Recording

In this recent Community event, Matt Farler from Docusign University explored your CLM workflow questions. Below, you’ll find key learnings from the event and the full recording.Key takeaways:Build a reliable clause library for flexible contentWant to streamline contract drafting? A well-organized clause library lets you quickly insert pre-approved language—no more hunting for the right snippet in old documents. Insert dynamic variables in workflow emailsAdd personalization and clarity to your notifications by dropping workflow variables directly into subject lines or email bodies. No heavy scripting necessary—just drag, drop, or type! Save signed documents to third-party storageLooking to archive your agreements automatically? Leverage agreement actions or Maestro to store signed documents in apps like SharePoint, Box, or OneDrive—no extra manual steps. Set reminders and expirations in CLMKeep your workflows on track by configuring recurring reminders for overdue steps or specifying t

1232

27 days ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

Trainer Tips Live: Approve and Decline Fields | Recap & Recording

Using Approve and Decline Fields in Docusign | Recap & RecordingIn this recent Community event, Erik Engelstad from Docusign University explored the use of approve and decline fields in Docusign, focusing on how these fields streamline workflows and enhance compliance. Below, you’ll find key learnings from the event and the full recording.Key Takeaways:Approve and decline fields for streamlined workflows – These fields automatically send envelopes to the next recipient upon approval or void them upon decline, simplifying the workflow process. This is particularly useful for contract approvals, purchase orders, and employment offers.Adding approve and decline fields to documents and templates – Approve and decline fields can be easily dragged and dropped onto documents and templates, making it simple to incorporate them into existing workflows. Setting signing orders is crucial to ensure the correct flow of approvals.Recording approvals and declines – Approvals and declines are reco

1294

2 months ago

leah.breenLeah Breen

published in On-Demand

AI-Assisted Review in Docusign CLM | Recap & Recording

In this recent Community event, members of Docusign’s product and legal teams explored how Docusign's AI-Assisted Review is transforming contract workflows by accelerating contract cycles, ensuring compliance, and reducing risk. Available as an add-in for Microsoft Word and Docusign CLM, this tool helps organizations review agreements against contract playbooks, answer contract-related questions, and generate new language. It’ll help your team automate repeat processes and ensure consistency in negotiations.The event covered strategies for using AI-Assisted Review, including: Have a well-prepared playbook: Ensure a structured approach to contract review before implementation. Set realistic expectations: Implementation takes time; align stakeholders on what to expect. Ensure technical team support: IT and legal ops teams play a crucial role in a smooth rollout. Gain leadership buy-in: Executive support is essential for driving adoption and change management. Next steps: Watch the

8462

2 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

How to Add Fields Automatically with AutoPlace | Recap & Recording

In this session, Docusign University trainer Vinicius Tadeu Rodrigues explored AutoPlace, focusing on automating field placement across documents. Below, you’ll find key learnings from the event and the full recording.Why is AutoPlace important?Preparing documents manually takes time and can introduce errors—especially when handling complex or multi-page files. AutoPlace helps Docusign users place fields like initials and signatures automatically based on anchor text, streamlining workflows, improving accuracy, and making templates more scalable.Key takeaways: Automate field placement with anchor text – AutoPlace anchors fields to specific words or phrases (e.g., “Signer:” or “Date:”) to ensure consistent placement across documents of any length or layout. Boost productivity with reusable templates – Templates with AutoPlace fields adjust automatically to different document structures, making them perfect for recurring agreements like contracts or onboarding packets. Use custom fie

8635

2 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

Streamline Your Workflow: Master Recipient Roles | Recap & Recording

Markus Duesterhoeft, Docusign University product trainer, explored streamlining your workflow and mastering recipient roles, focusing on advanced recipient configurations, envelope settings, and conditional routing. Below, you’ll find key learnings from the event and the full recording.Why is streamlining your workflow and mastering recipient roles? Managing who does what—and when—in an envelope is at the heart of any efficient agreement process. By understanding recipient types, envelope settings and advanced features like conditional routing, Docusign customers can reduce manual hand-offs, prevent errors and accelerate approvals.Key takeaways: Understand recipient types and actions – Markus broke down standard, manager, specify, update and allow-to-edit roles (plus witness and delegated signing), showing how choosing the right recipient type keeps your interface clean and your process on track. Leverage envelope settings for control – Learn how to disable unused roles, set signin

430

2 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

Make Templates, Forms, & Bulk Sends Easier with Data Labels | On-Demand Recording

Erik Engelstad from Docusign University explored how descriptive data labels can enhance your eSignature workflows, from replicating fields to bulk sending documents.Below, you’ll find key learnings from the session and the full recording.Why are data labels important?Data labels are key to unlocking powerful automation within Docusign. They let you replicate values across documents, build accurate formulas, pre-fill bulk send data, and track changes in collaborative fields. By using data labels effectively, customers can save time, reduce manual entry errors, and create smarter templates that scale with their business needs.Key takeaways: Replicate field values automatically – Give multiple fields the same data label to auto-fill values across your document or envelope. This simplifies templates and saves time for both senders and signers. Use formulas to calculate totals – With descriptive labels like “quantity line 1” and “unit price 1,” it’s easier to build formulas to calculate

1970

3 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

Ask the Expert: Docusign Maestro | Recap & Recording

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 StepYou 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. PowerFormsUnlike 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 & BranchingMaestro allows you to add new documents to an envelope on the fly and create branching logic wi

4963

3 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

Get Agreements Signed Fast with CLM | Recap & Recording

In this recent Trainer Tips Live session, Kelly Gatling, Principal Product Trainer at Docusign University, explored how to effectively manage electronic signatures using Docusign CLM. Below, you’ll find key learnings from the event and the full recording.Key Takeaways: Streamlining the signature process: Initiate the document signature process directly from the agreements page or within CLM, preparing the document, adding recipients, and customizing email content before sending. Automating signature workflows: Configure CLM workflows to automatically send documents for signature based on predefined criteria, minimizing manual steps and ensuring consistency. Managing declines: Access the document’s history, view the audit trail, and take corrective actions when a recipient declines to sign. Reporting on document statuses: Capture attribute values (metadata) in CLM to report on documents that go directly for signature versus those that go through a review process, identifying workf

590

4 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

Unpacking Docusign's Newest AI and IAM Announcements | Recap & Recording

In this recent Community event, we invited Docusign’s product marketing managers to unveil the latest Intelligent Agreement Management (IAM) platform innovations — many of which are AI-assisted — and shared what’s next for agreement workflows. We also introduced the new Release Hub — a dedicated space in the Community to stay updated on Docusign’s latest features and announcements. Below, you’ll find key learnings from the event and the full recording.Key takeaways Docusign Iris: Purpose-built AI engine for agreements—delivering smarter insights, faster workflows, and global language support. Agreement Preparation: Create templates faster with AI-detected fields and integrations. Available this summer for IAM customers in the US. Now in Beta for US customers - join here. Agreement Desk: Streamline intake, review, and negotiation in one place. Launching in July (US) and October (global). Beta is now open - join here. AI-assisted review: Accelerate contract review with AI-generated

13640

4 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

Monthly Round-Up: E-Signature Envelope Features | Recap & Recording

In this recent Community event, Alexandre Augusto, Senior Technical Trainer at Docusign University, tackled some of the most common envelope questions from the Community. The session focused on envelope setup, limitations, document visibility, and real-time feature demonstrations.Below, you’ll find key learnings from the event and the full recording.Key takeaways: Multilingual sending: You can customize each recipient’s experience by setting their email and interface language. While documents aren’t auto-translated, pre-translated versions can be uploaded, and the interface can be switched to Spanish, Portuguese, and more. Recipient & delivery limits: Docusign envelopes can support up to 99 recipients. If using SMS or WhatsApp delivery, keep in mind it’s limited to five recipients per envelope and only available for “needs to sign” or “receives a copy” roles. Document visibility: Document visibility lets you control who sees what in an envelope. It’s useful when one signer does

1050

4 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

AI-Assisted Review Rule Writing Workshop | Recap & Recording

In this recent Community event, Yiting from the Docusign Product team led a tactical session on AI-assisted review in CLM, with a focus on writing smarter playbook rules that streamline contract negotiations. Below, you’ll find key learnings and practical tips from the session—plus the full recording so you can follow along.Key takeaways: Start small with high-impact use cases – Begin your AI-assisted review journey with a simple agreement type like NDAs. Choose documents where requirements are clearly defined and test with 5-10 initial rules to learn and iterate quickly. Write rules that are clear, specific, and testable – Rules should be complete statements, not fragments. Use exact language when needed, provide context to reduce ambiguity, and structure rules around what to accept, reject, or flag for review. Break complex provisions into separate rules – For lengthy or multi-part clauses (e.g., around data privacy or payment terms), split them into smaller, rule-based checks. T

7640

5 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

Ask the Expert: Docusign Navigator | Recap & Recording

In a recent Community event, Docusign University Sr. Technical Trainer Chessie Aleman explored the latest features and capabilities in Docusign Navigator, followed by a live Q&A with onboarding consultant Phillip McDaniels.Below, you’ll find key insights from the event and the full recording of the Q&A to watch on-demand.Key takeaways: Flexible permission management, with more automation on the horizon: Navigator gives admins full control over who can access what. Right now, permission settings are managed manually—perfect for tailoring access based on specific needs. And for those looking to scale, automated provisioning is already on the roadmap. Metadata that moves with you (soon): Docusign Iris extracts rich, structured data from your agreements—making it easier to track, organize, and analyze documents. Export functionality for metadata is actively being explored by the product team, with integration use cases top of mind. Multilingual by design, with even broader supp

8981

5 months ago

leah.breenLeah Breen

published in On-Demand

Trainer Tips Live: Automatic Template Matching | Recap & Recording

In the March 3 Trainer Tips Live event, Docusign University Product Trainer Glen Steinhardt explored Docusign’s automatic template matching feature, focusing on how it streamlines document preparation and enhances accuracy.Read on for a quick recap and key takeaways from the session.Key takeaways Save time with templates: Instead of manually setting up fields and recipients for every document, use templates to pre-configure signer roles, document structure, and messaging—ensuring consistency across agreements. Let Docusign do the matching: Automatic template matching scans incoming documents and applies the correct template based on text recognition, eliminating the need to search for and apply templates manually. Fine-tune accuracy with IDR zones: Improve matching precision by setting up Intelligent Document Recognition (IDR) zones. These zones help Docusign identify key text patterns and apply the right template with higher accuracy. AutoPlace for effortless field placement: T

12870

6 months ago

leah.breenLeah Breen

published in On-Demand

Monthly Roundup: eSignature Templates | Recap & Recording

In this recent Community event, Glen Steinhardt from Docusign University explored your eSignature template questions. Below, you’ll find key learnings from the event and the full recording. Key takeaways: Signing groups for flexible approvals: Need only one signature from a team? Signing groups let any member sign on behalf of the group, streamlining approvals. Pre-fill fields for accuracy: Use pre-fill fields to ensure required info is completed before sending—no need to add senders as the first recipient just to enter missing details. Aut-place for smarter fields: Automatically position signature fields on varying-length documents using Auto Place and anchor text like "Signature:" to reduce manual adjustments. Agreement actions and integrations: Automate document storage! Agreement Actions can send completed documents directly to Google Drive, Box, or OneDrive. (Bonus: Use Maestro for advanced workflow automation.) Parallel signing orders: Reduce wait times by letting mult

1100

6 months ago

leah.breenLeah Breen

published in On-Demand

Trainer Tips Live: Conditional Merge Tags in Docusign CLM | Recap & Recording

In this recent Community event, Docusign University Product Trainer Chessie took a deep dive into Docusign Contract Lifecycle Management (CLM)—focusing on how conditional merge tags can streamline contract workflows. Attendees learned how to automate repetitive tasks, simplify document generation, and optimize contract negotiations, approvals, and signatures.Key takeaways: Document generation basics: Chessie walked through the process of filling out a form, merging the data into a template, and generating a document in CLM that’s ready for approvals or workflow automation. Merge tags & XPath queries: Each form field has an XML-based merge tag indicating where to place data. XPath queries pinpoint the exact node in the XML. Conditional merge tags: These allow you to dynamically include or exclude entire text blocks based on specific conditions. For example, an extra clause can be displayed if a field like Is_this_a_three_way_NDA is marked “Yes.” By using <Conditional> and

1161

7 months ago

leah.breenLeah Breen

published in On-Demand

Docusign Community Wrapped 2024: A Year to Remember

As 2024 came to a close, we celebrated the Docusign Community and highlighted everything we’ve accomplished together. If you couldn’t attend live, we want to make sure you can celebrate with us!🎁 2024 By the Numbers:5,288 topics (posts) created 15,712 replies shared 194 Ideas submitted🌟 Looking Ahead: We teased some exciting plans for 2025, including:New event series (Trainer Tips Live, Monthly Top Questions Asked, Industry-specific Conversations). Continued focus on improving the experience for the Community (ie, unified search, insights about Community Ideas, and in-product help.) Exploring ways to foster even deeper connections among members—stay tuned!⭐ Community Superstars:During the event, we honored some incredible members who’ve shaped our community—whether they’re OG All Stars who’ve been here since the start, Rising Stars who are on their way to topping the leaderboard, or Reply Royalty keeping conversations alive. To all our members: Thank you for your contributions, feedb

2305

7 months ago

leah.breenLeah Breen

published in On-Demand

Trainer Tips Live: How to Apply Conditional Routing to an Envelope in Docusign | Recap & Recording

Learn how to use conditional routing in Docusign to simplify workflows and streamline approvals in this recording of a Trainer Tips Live session.What you’ll learn: What is conditional routing? A feature that automatically routes envelopes to specific recipients based on rules like expense thresholds or department selection. It supports up to 200 routing groups and 200 recipients per group. Real-world examples: Expense reimbursement workflows: Route approvals based on thresholds (e.g., under $500, over $500, or over $2,000). Departmental approvals: Ensure documents are sent to the right people based on department selection. Step-by-step setup: Create routing rules using dropdown menus and numeric thresholds. Test your workflows in a demo environment. Set up multi-level approvals, including VP-level sign-offs for high-value requests. ⚡ Watch the session to see how this feature can make your processes more efficient.Got questions about conditional routing? D

1522

7 months ago

Lindsay.RothfeldDocusign Employee

published in On-Demand

eSignature Envelope Recipients Monthly Round-Up | Recap & Recording

What is the Monthly Roundup Event Series?Each month, a Docusign University trainer compiles some of the most popular questions from the Community and demonstrates solutions, live. If you have questions about what we covered—or want to see more examples—drop them in the comments and we’ll get back to you.January’s Topic: eSignature Envelope Recipients For our first Monthly Round-Up event, Docusign University Product Trainer Chessie Aleman walked through several questions and solutions regarding eSignature Envelope Recipients.We encourage you to watch the recording above for in-depth demonstrations. In addition, here are some quick takeaways: Question #1: “I’d like to change the signing order of an envelope that was sent. In the past it was done through the correct button, but now I don’t see the correct option anymore. Has it been removed? What are my options?” Correcting Envelopes & Changing Signing OrderWho can use it? The “Correct” button is only available in paid accounts—but

4160

7 months ago

leah.breenLeah Breen

published in On-Demand

Introducing: On-demand 🍿

Welcome to On-Demand!Missed a Community event? Want to revisit a session? You’re in the right place. On-Demand is your library for accessing recorded Community live sessions. Tune in whenever’s best for you. If you have a question about what’s covered in an event, drop it in the comments just like you would if you were joining the event live on Zoom.

1031

7 months ago

leah.breenLeah Breen

published in On-Demand

Real Estate Success with Docusign | Recap and Recording

In this January 2025 event, Tiffany Tanquary, Docusign’s Director of Real Estate and Construction, shared her career journey and revealed how Docusign is transforming the way real estate professionals work. From game-changing innovations to powerful partner programs, Tiffany highlighted how Docusign empowers real estate partners and customers to thrive.Key Highlights You Don’t Want to Miss: Tiffany’s career journey: Tiffany took us behind the scenes of her inspiring career—from Silicon Valley to Zillow, and finally, to Docusign, where she’s been leading the charge in real estate innovation since 2017. Docusign’s competitive edge: She broke down why Docusign stands out—its long-standing reputation in the real estate industry, user-friendly tools, and exclusive status as the E-signature provider for the National Association of Realtors (NAR). Innovative programs and tools: Tiffany unveiled the latest and greatest, including the ISV Embed and ISV Referral programs, the Intelligent Ag

850

7 months ago

leah.breenLeah Breen

published in On-Demand

Trainer Tips Live: Creating Custom Permission Profiles & Admin Permissions | Recap & Recording

Are you a busy Docusign administrator managing a wide range of settings, users, and capabilities? Imagine being able to delegate specific admin responsibilities to trusted team members—without granting full admin access.In this Trainer Tips Live session, Docusign’s Principal Technical Product Trainer, Matthew Farler, shares expert advice on creating custom permission profiles and delegated admins in both eSignature and CLM. Building on his popular Tips From Docusign post, Matthew dives deep into practical strategies for optimizing user management.✍️ Key takeaways: Custom permission profiles in eSignature: Tailor access with roles like "Template Creator" or "Signing Groups Admin." Simplify setup by copying and customizing existing profiles. Delegated admin permissions in eSignature: Delegate admin tasks without granting full account access. Enhance collaboration and security with role-based permissions. Custom permission profiles in CLM: Configure roles for contract management, app

2650

8 months ago

leah.breenLeah Breen

published in On-Demand

Ask the Expert: Docusign and Salesforce Integration Advice

In our recent Ask the Expert live session on Docusign’s Salesforce integration, we sat down with Docusign’s Salesforce experts to tackle your biggest questions on making the Docusign-Salesforce integration work like a charmHere’s a recap of what was covered:1️⃣ Automated notifications & CCs for your reamNeed everyone in the loop on signed docs for things like scheduling or billing? You’ve got options: Docusign templates let you add CC roles, or you can set up Salesforce email triggers/flows for auto-notifications without touching Docusign again. Easy wins.2️⃣ Customizing send options in SalesforceThe panel showed off three envelope-sending styles for max flexibility: Standard send: Add recipients and fields as you go. Quick send: Minimal interaction—just add recipients. Send now: Single-click sending via pre-configured templates. Pick what suits your team’s workflow best. 3️⃣ Sending envelopes from a system email addressWe get it—a lot of you want to send from an org-wide addr

3000

10 months ago

leah.breenLeah Breen

published in On-Demand

IAM Maturity Insights for Your Organization | Live Session Recording

In our recent Intelligent Agreement Management (IAM) Maturity session, Docusign’s Chief IAM Evangelist Will Spendlove explored how organizations can elevate their agreement processes through a smarter, more centralized approach.Key Highlights:The Intelligent Agreement Management Blueprint: Will presented the IAM blueprint, illustrating a structured approach to agreement management across three main phases: Create: Build agreements with an optimized, repeatable structure. Commit: Ensure comprehensive alignment and adherence to terms across stakeholders. Manage: Use advanced tools to organize, search, and retrieve agreements with ease. These three phases are reinforced by AI-driven technology that allows IAM to learn from previous agreements, generating templates and supporting more efficient agreement workflows.Use Cases and Benefits of Docusign IAM: Will covered specific use cases in HR, onboarding, sales, procurement, financial services, and real estate. He explained how with IA

1120

10 months ago

leah.breenLeah Breen

published in On-Demand

Building a Non Disclosure Agreement Template in eSignature

In this event, Docusign expert @sofian_solusign guides you through the process of creating and customizing your own templates. Whether you’re tackling specific challenges or just starting out, this session offers step-by-step coaching and valuable insights. Still have questions? Ask them below or head over to the templates discussion forum. To attend upcoming live sessions with Sofian Saoudi, check out the Events page. And if there are other topics you’d like covered in an event like this, please comment below!

1210

1 year ago

leah.breenLeah Breen

published in On-Demand

Ask the Expert: Building Templates

"Everything starts with the template. In 95% of cases, automation of the creation, sending, tracking, signing, and storing of documents is not possible without using a template." - Sofian SaoudiIn this session, Docusign template expert Sofian Saoudi highlighted the role of templates in streamlining workflows and achieving full automation.Key takeaways: Importance of Templates: Templates are the starting point for effective workflow automation. Manual Workflow Challenges: Without templates, creating, uploading, configuring, and customizing documents are highly time-consuming tasks. Automation Advantage: Templates allow for much of the workflow to be automated by including recipients, fields, documents, and envelope settings. System Integration: Integrating templates into systems like CRMs and ERPs enables full automation of document processes. Ultimate Goal: Embedding templates into daily applications ensures seamless automation of creating, sending, tracking, signing, and sto

2410

1 year ago

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