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10178 Topics
leah.breen
Community Admin
leah.breenCommunity Admin
published in What's New at Docusign
Agreement Desk: A Central Hub to Move Agreements Forward

Managing agreements shouldn’t feel like chasing status updates or drowning in an inbox full of requests. But for many teams, it does. The cost of that is real: lost time, delayed deals, and frustrated colleagues. That’s where Agreement Desk comes in. This new feature in Docusign IAM—available in July 2025— is a central platform to intake, collaborate on, and finalize agreements. Think of it as your control center for agreements: from initial intake to AI-powered review, negotiation, and approvals, all in one dashboard. Everyone stays informed, nothing falls through the cracks, and deals move faster. ✍️ Key takeaways: A simpler way to intake requests: Say goodbye to scattered submissions. Turn inbound emails or form submissions into trackable tasks automatically. Real-time collaboration, all in one place: Redlines, comments, and version control are all centralized, so teams and stakeholders can review, edit, and approve faster with full transparency. Accelerated reviews with AI & automa

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leah.breen
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
published in General Discussion
If you could only use one Docusign feature forever, which one would it be and why?

Felt like it was time for a casual conversation starter! If you could only use one Docusign feature forever, which one would it be and why? I want to know what you couldn’t live without. Drop your opinions in the comments 👇

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leah.breen
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
published in Community Announcements
Momentum25 is around the corner—will we see you there?

Docusign’s flagship event returns on April 16 at Pier Sixty in New York City! Get ready to explore how Intelligent Agreement Management (IAM) is transforming the way business gets done The best part? It’s completely free! Let’s make it a great showing for the Docusign Community. Why attend? ✨ Transform your agreements with AI: See how Docusign AI streamlines sales, HR, procurement, and customer experiences. 🔍 Discover new opportunities with Docusign IAM: Learn how to tackle efficiency challenges and uncover new insights with specialized solutions. 🤝 Expand your network & get hands-on with the latest tech : Meet with Docusign experts in 1:1 sessions, explore live product demos, and connect with peers in sessions tailored to your industry. Whether you’re steering enterprise strategy or driving day-to-day agreements, Momentum25 will give you practical insights to harness Docusign more effectively so you can maximize business impact. Next steps 👉 Secure your spot today —register for fre

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leah.breen
Community Admin
Matthew.Farler
Docusign Employee
Matthew.FarlerDocusign Employee
published in Tips from Docusign
Should I Void, Correct, or Delete? What’s the difference?

Are you unsure of the difference between voiding, correcting, or deleting an envelope? Unsure of when each action should apply, and how to approach situations in which the envelope you send may need to be altered or canceled? Watch this tip from Docusign University Product Trainer Matt Farler to gain a clear understanding of how to address these common scenarios and be able to manage your envelopes confidently: Key Takeaways: Voiding cancels envelopes entirely, and they can not be resumed. Correcting an envelope can be used to adjust envelope components for recipients that have not yet signed. Voiding and correcting are actions that can only be performed while the envelope is in progress. Additional Resources: Learn more about Docusign eSignature envelope capabilities in our Basic Sending Deep Dive course (requires Campus Pass)

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Matthew.Farler
Docusign Employee
amy.baxter
Docusign Employee
amy.baxterDocusign Employee
published in Tips from Docusign
Discover Docusign eSignature Use Cases to Accelerate Your Business.

Are you looking to streamline your document processes? Want to identify high-impact areas for digital transformation? Docusign University’s newest guide provides a valuable overview of Docusign eSignature applications across various industries and lines of business(LOB). Discover the top use cases for each, highlighting their implementation speed and return on investment (ROI). Implementation Speed: Quickly identify high-impact use cases to streamline your workflows. ROI Focus: Prioritize implementations that offer substantial gains for your organization. Cross-Industry Application: Explore use cases tailored to your specific industry, from Healthcare to Financial Services 🗺️ Navigating the Guide The use case guide features 15 industries and LOBs and their top five use cases. All of the use cases are based on the Docusign Professional Services team's analysis of real-world implementations, informed by their experience with thousands of successful customer projects. Review the relevant

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amy.baxter
Docusign Employee
matthew.lusher
Docusign Employee
matthew.lusherDocusign Employee
published in Docusign Developers
April 2025 Developer Newsletter: Connected Fields!News

The April 2025 Docusign Developer Newsletter is out! In this issue, our top story is all about connected fields, a new Docusign extension that enables you to define any data type you like and verify its input against any external data source. You can build connected fields extensions, publish them on the App Center, install your own and others from the App Center, and then use them in eSignature envelopes. You can also use the Connected Fields API to poll your account for a full list of all the data types you can flag for data verification in envelopes you send through the eSignature REST API. Additional highlights: Maestro workflows are now embeddable in an iframe. You can use this technique to present Maestro workflows within your API integrations. Our newest Visual Studio Code extension is now in closed beta: find out how you can join. We went to Salesforce TDX in San Francisco last month and ran a mini hack. Events and more events! We’re running online webinars and attending in-per

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matthew.lusher
Docusign Employee
leah.breen
Community Admin
leah.breenCommunity Admin
published in What's New at Docusign
You Can Now Contact Support Directly Inside Docusign

Getting help just got easier! Starting in March 2025, you’ll be able to submit a support case directly from eSignature, Maestro, Navigator, App Center, and Docusign Admin without leaving the product. This new feature will save you time by automatically adding important information to your support case. This means you get the help you need right when needed, with no extra effort. Learn more about contacting the Docusign Support Center: ✅ Check out this step-by-step guide + video on how to open a support case ✅ Explore 1,000+ self-serve resources in the Docusign Support Center Let us know if you have any questions in the comments👇

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leah.breen
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
published in Community Announcements
Your April Guide to Docusign Community Events (Join Us!)

Each month, we host events to help you get smarter at using Docusign, connect with experts, and collaborate with others who share your challenges and goals. Here’s what we have planned for you in April: Tuesday, April 1 | Trainer Tips Live: Approve and Decline Fields in eSignature Do you need a recipient to approve or decline a document without adding their signature or initials? Join this event to learn how, while still ensuring compliance and traceability in the envelope history. Why join? Discover how to configure these fields within a document See how the decision is captured in the envelope history and certificate of completion Ask your questions to a Docusign University product trainer 👉 Register now Tuesday, April 8 | AI-Assisted Review: Rule Writing Best Practices At the core of AI-Assisted Review is well-defined rules that enable AI to assess agreements for compliance, completeness, and risk. Join to discover best practices for crafting AI-compatible rules. Why join? Learn be

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leah.breen
Community Admin
Matthew.Farler
Docusign Employee
Matthew.FarlerDocusign Employee
published in Tips from Docusign
Trainer Tip: How to Assign Limited Admin Access in eSignature and CLM

Are you one of the few Docusign Administrators on your account, juggling a long list of responsibilities to manage settings, capabilities, and users? Would you like to delegate specific Admin capabilities to trusted team members without granting them full Admin access? With custom Permission Profiles and Delegated Admin Permissions in eSignature and CLM, you can do just that. Assign limited access to specific Admin-level capabilities that you choose for a particular user or group of users on your account. Take a look at this week’s Trainer Tip video with Product Trainer Matt Farler to learn how to set up Delegated Admin Permissions. Additional Resources: To learn all about being an eSignature Administrator and a CLM administrator, please check out Instructor-led, Activity driven Deep Dive Courses available on Docusign University: eSignature Administration I eSignature Administration II CLM Administration Continue the Conversation How have you or your team used Delegated Permissions in

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Community Moderator
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Community Admin
Docusign CommunityCommunity Admin
published in Community Announcements
Introducing the Release Hub in the Docusign Community! 🚀

We’re excited to introduce a brand-new section in the Docusign Community: Release Hub! This new space centralizes all Docusign product releases and release notes in Community —making it easier than ever to stay informed and get the most out of Docusign’s apps and solutions. Why you’ll love the Release Hub: Everything in one place : No more searching! All information about Docusign’s releases and updates are now centralized in one hub. Stay in the know : Subscribe to get notified about the latest updates as soon as they’re published. Engage & share your voice : Like, reply, and discuss updates directly with other Community members and the Docusign team. Learn from others : See how others are using new features, exchange tips, and gain deeper insights. Ask questions in context : Have a question about a new feature? Ask it right in the release post’s comments section! We built this with you in mind. Check it out now and let us know what you think!

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D
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
published in IAM Center of Excellence
Did you know you can simplify notarization right inside IAM?

Notarization is essential for many agreements, but the traditional process can be a major headache—think chasing down a notary, scheduling conflicts, and endless back-and-forth just to get a signature. We’ve all been there. That’s why we’re excited to share how Docusign Notary On-Demand makes remote notarization seamless. Plus it can be easily added to the Intelligent Agreement Management (IAM) platform through a simple integration. With Notary On-Demand, you can: Connect to a notary 24/7: No need to wait for business hours or manage an in-house notary pool. Ensure security with built-in ID verification : Protect against fraud with advanced authentication and digital audit trails. Speed up agreements: Reduce bottlenecks by allowing signers to complete notarization on their own schedule, from anywhere. 💡 How does it work? Notary On-Demand taps into a licensed network of 30,000+ notaries, making it easy for your signers to connect in under a minute on average. The process is fully digit

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leah.breen
Community Admin
derval.lynes
Docusign Employee
derval.lynesDocusign Employee
published in Tips from Docusign
Understanding CLM Variables

Are you curious about how Variables are used in CLM - Docusign’s Contract Management tool? In this video, Docusign University Trainer Derval Lynes throws light on a key Docusign CLM feature: CLM Variables. 3 key take-aways Variables hold key customer & contract data Different variable types (containers) hold different data CLM can reach into these containers and leverage this data for every new customer/supplier in a workflow Additional Resources Docusign CLM Top Links Docusign CLM: How-to videos Docusign University live, Instructor-led CLM Deep Dive courses Is there anything else you’d like to know related to this tip?

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derval.lynes
Docusign Employee
Lindsay.Rothfeld
Community Admin
Lindsay.RothfeldCommunity Admin
published in On-demand
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 content Want 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 emails Add 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 storage Looking 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 CLM Keep your workflows on track by configuring recurring reminders for overdue steps or specif

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Lindsay.Rothfeld
Community Admin
leah.breen
Community Admin
leah.breenCommunity Admin
published in Community Announcements
What's Happening Inside the Docusign Community | March Edition

Hey everyone 👋 In this month’s newsletter, we’re focusing on three big things in the Community you won’t want to miss—from setting up automatic template matching to insights from a social media agency founder. Let’s dive in. 🔭 No more hunting for the right template—let Docusign match it automatically In the March 3 Trainer Tips Live event, Docusign University Product Trainer Glen Steinhardt gave an inside look at Docusign’s automatic template matching feature. Here are three reasons why you’ll want to try it out: Docusign can do the heavy lifting: Docusign’s automatic template matching feature scans documents and applies the right template. No more manually searching for the correct template for each document. Field placement will get a whole lot easier: Say goodbye to dragging signature fields around on your documents. With autoplace, you can anchor fields to specific text ensuring they automatically land in the right spot. Get super accurate template matching: You can set up intell

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leah.breen
Community Admin
M
Docusign Employee
Markus.DuesterhoeftDocusign Employee
published in Tips from Docusign
Docusign Trainer Tips: How to Configure Document Visibility

Need to control which documents recipients can see within an envelope—without sending multiple envelopes? Managing document visibility is essential for keeping sensitive information secure and ensuring each recipient—whether a signer or carbon copy—only sees what’s relevant to them. That’s where Document Visibility comes in. This powerful feature allows you to show or hide specific documents for each recipient within a single envelope. It helps streamline your workflow, save time and costs, and maintain a clear audit trail for compliance. 🎥 Watch this Trainer Tip video featuring Sr. Product Trainer Markus Duesterhoeft, who walks you through enabling and configuring Document Visibility to control what your recipients can see. Key Takeaways: By default, all recipients can see all documents in an envelope—unless Document Visibility is enabled. To enable Document Visibility: Go to Account Settings > Sending Settings and turn on Document Visibility (admin access required). “Sender can set…

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M
Docusign Employee
C
Docusign Employee
C.AlemanDocusign Employee
published in Tips from Docusign
How to Track and Customize eSignature Activity with Reports

Reporting in eSignature allows users and administrators to track envelope and recipient activities. Reports can be used to track KPIs, view envelope and recipient data, and monitor account usage. There are 4 report categories to choose from: Envelope : Data on envelopes sent from the account. Available to all users. Recipient : Data on recipient activity for envelopes sent from the account. Available to all users. Usage : Data on activity and usage for the entire account. Available to account administrators only. Document Data : Field-level data from documents sent from the account. Available to all users (may vary by report). To run a report, follow these steps: Navigate to the Reports tab On the left side panel, select the corresponding Report Type For example, the “Envelope” category Once a category has been selected, a list of standard reports with a description underneath will appear For example, the “Envelope Report - “Information on envelopes sent from this account” Click View t

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C
Docusign Employee
C
Docusign Employee
C.AlemanDocusign Employee
published in Tips from Docusign
Docusign Trainer Tips: Create CLM Document Reminders

Need to keep track of an important date related to a contract? With CLM document reminders you can set up a reminder alert to be sent based on a date of your choosing. Reminders can be scheduled manually, based off when a reminder template is applied, or based off a document date attribute. Reminders can be applied to documents manually, through a workflow, or through a smart rule action. In this video, you’ll watch a Docusign University Trainer explain how CLM document reminders can be created and applied to documents. Additional Resources: Video Playlist: Docusign CLM Workflows CLM Instructor Led Training Set Reminders for Documents Using Document Review in Docusign CLM Support Article Continue the Conversation: Have you created CLM document reminders? If so, how are you applying them to your documents?

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C
Docusign Employee
leah.breen
Community Admin
leah.breenCommunity Admin
published in Community Spotlights
Leveraging Docusign for Intentional Growth: A Conversation with Elena Hansen, Founder of SWIM Social

"I really believe in betting on ourselves [as an agency] and looking at things a bit more incrementally rather than [a client] feeling like via an agreement they're signed and locked in with us for a year." - Elena Hansen on cultivating successful, intentional partnerships, one step at a time. Success in social media marketing isn’t about chasing trends—it’s about strategy, adaptability, and clear intentions. In this Docusign Community interview, Leah Breen sits down with Elena Hansen, founder of SWIM Social, to discuss her 12-year journey building a full-service social media agency. From managing client expectations to leveraging Docusign for efficient agreements, Elena shares insights on fostering intentional and sustainable growth in an ever-evolving industry where speed is king. Leah and Elena cover: Crafting content that stands out: Elena shares how SWIM Social’s approach is rooted in deeply understanding clients—their influences, psyche, and relationship with social media. By pri

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leah.breen
Community Admin
Stephen.Whitaker
Docusign Employee
Stephen.WhitakerDocusign Employee
published in Tips from Docusign
Trainer Tip: How to create Document Custom Fields in eSignature

Has there ever been a time when you changed the formatting on a standard field, or created a drop-down field with a number of options and thought to yourself that you would want to use these fields on other envelopes or templates at any time? Docusign eSignature gives you the ability to do just that. You can do this by creating Document Custom Fields. You can create them in a number of different ways. You can create them as an Account Admin to use for yourself or share with other account users As an account user, you can create document custom fields just for you as a user You can also create Document Custom Fields during the envelope creation process It is an easy process and you will see how easy in the following video: Key Take-aways: Document Custom Fields will definitely save you time where you have fields that you would normally have to format each time As an Admin, Document Custom Fields can be shared account-wide so that other account users can use them Additional Resources: Fo

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Newcomer
C
Docusign Employee
C.AlemanDocusign Employee
published in Tips from Docusign
How to Set Up Security on Folders in Docusign CLM

Ever wonder who can see and manage content in Docusign CLM? Anyone with the CLM Admin permission profile can see and manage ALL content within your Docusign CLM account. Beyond that, permissions can be set on folders within CLM. Security can be set based off the individual user (ex: John Doe can access this folder, but Jane Doe cannot), permission profile (ex: CLM Users can access this folder, but CLM Viewers cannot), or user group (ex: users in the Legal group can access this folder but users in the Sales group cannot). Out of the three options, setting security based on the user group is our best practice. It is a happy medium! Setting security based on the user group is not as granular as setting the security for each individual person, but it’s not as broad as setting the security for the two permission profile options. There are different levels of security that can be granted to a folder: No Access : prohibits users from accessing folders or documents. This is the default setting

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C
Docusign Employee
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