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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 templa

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 calculat

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 b

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 revi

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 acr

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 all

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. PowerForms

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.

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.

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

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 l

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 tra

 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 a

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 t

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 quer

 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.

  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: