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 subtotals and grand totals—great for order forms and financial documents.

• Bulk send with confidence – Send up to 1,000 envelopes at once using a CSV upload. Data labels act as column headers, allowing for pre-filled info and easier tracking.

• Streamline forms with PowerForms and Web Forms – Let users access templates independently or through a friendly web interface. Clear field labels make the data easy to review and export.

• Enable collaboration with editable fields – Set up collaborative fields so multiple recipients can make changes, with initials required and changes tracked in envelope history.

Next steps:

• ✅ Watch the full recording below
• ✅ Got questions? Drop them in the comments below
• ✅ Stay in the loop! Subscribe to our events page to get notified about upcoming sessions.