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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

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

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 Workflow Builder (formerly 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 o

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

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

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

In this recent Community event, Docusign University Product Trainer Matthew Farler and Sr. Onboarding Consultant Kevin Hong answered customers’ questions about Docusign Workflow Builder (formerly 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. Workflow Builder (formerly Maestro) vs. PowerFormsUnlike PowerForms, Workflow Builder (formerly 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 & BranchingWorkflow Bu

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

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

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

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

In a recent Community event, Docusign University Sr. Technical Trainer Chessie Aleman explored the latest features and capabilities in Docusign Agreement Manager - (formerly 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: Agreement Manager - (formerly 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

 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

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 Workflow Builder (formerly Maestro) for advanced workflow automation.) Parallel signing orders: Reduc

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

 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

  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