Tips from Docusign

If you are looking for a way to dynamically add new values to a CLM Document Generation Form dropdown list for your users to select from, look no further !  Docusign’s Dynamic Attribute Dropdowns feature could be your answer.Dynamic Attribute Dropdowns are dropdown attribute fields which contain dynamically generated valid values from a specified object (users, documents, and folders) instead of a static list of values.Example Use CaseA ‘Parties’ folder contains a numb

Need recipients to sign in a specific sequence without slowing things down? Without clear routing, signers can stall the process. Use signing order in Docusign eSignature to control who signs when—sequentially, in parallel, or a mix—and preview the flow with the Signing Order Diagram before you send.Control recipient flow: send to everyone at once (parallel by default) or in a defined sequence Mix sequential and parallel steps to match real-world approvals Arrange recipients by dragging or typing numbers; numbering doesn’t have to be consecutive Catch issues early with the Signing Order Diagram and track status in the Signing Order tab Fix routing after send with Correct, including enabling signing order on a sent envelopeExample Use CaseManager signs first (1), Legal and Finance sign in parallel (2), and the COO signs last (3). Legal and Finance can move as soon as the manager finishes, and the COO

Need to collect signatures on demand? Maybe you have a form you’d like individuals to fill out or a request process that should be kicked off at any time? Docusign’s PowerForm feature could be your answer.PowerForms are self service envelopes that you can create and distribute externally. You can publish the PowerForm’s URL on your company website/intranet or send it through an email.PowerForms are created from envelope templates. There are a few requirements your template needs to meet in order for it to become a PowerForm.Your envelope template must:Have at least one document Have at least one recipient. The first recipient is the one who will be initiating the PowerForm from the URL. Any other recipients will be invited through the standard envelope delivery method.  The first recipient must have the “needs to sign” action Learn more about envelope template requirements for PowerForms

Conditional Fields are limited to one single trigger field, meaning you modify one field and we can make another appear/disappear.  However, what if we want a field to appear/disappear if multiple checkboxes are checked within the same group?  We have a solution!Please note that this workaround is not supported by Docusign Support.  If you would like assistance with this feature, you’ll want to reach out to our Professional Services team.    Resources:Learn more about the benefits of Conditional Fields in the

Your eSignature users may not be aware that an eSignature template for the document they’re preparing to send to a customer may already exist in your eSignature account.  As a result, they may be spending unnecessary time going through the process of creating an envelope when instead they can just use a template that has been already configured for them in your accountAvoid this unnecessary time waste by utilizing a feature called Automatic Template Matching.Automatic Template Matching scans the text of a document upon upload during the envelope creation process to determine if that same document may already exist in a template.  If so, you can simply click a button to apply that template to your document and your envelope is configured!Take a look at this Trainer Tip video in which Product Trainer Glen Steinhardt shows you how to configure Automatic Template Matching for your account

After creating a Web Form that uses an eSignature Template, you may find yourself a bit perplexed about how to edit the template over time and map new fields to your existing Web Form.  Allow us to clear things up!When you create Web Forms in Docusign eSignature, you are prompted to choose either to use an eSignature template from your account or create a standalone Web Form (for use in Maestro workflows). Creating Web Forms with eSignature templates, as opposed to sending traditional envelopes, has several benefits:Simplifies and streamlines the recipient experience, making filling out complex agreements easy and straightforward Reduces the risk of incomplete or incorrect information being filled into your agreements Creates an adaptive flow that conditionally shows the right fields, pages and even documents to your signers when it’s the right time Allows recipients to only have to fill in information o

Looking for a way to route envelopes on your team automatically, whether that’s sending from a generic user or consolidating completed envelopes into one inbox?Custody transfer rules in Docusign eSignature let admins automatically move envelopes from one user to another at key points in the workflow, reducing manual work and keeping agreement ownership exactly where it needs to be.Admins use them to:Make envelopes appear as though they’re being sent from a generic or shared user Consolidate completed envelopes into a centralized inbox for auditing or follow-up Support transitions between departing employees, seasonal workers, or shifting teams Ensure the right people maintain ongoing visibility and ownership of agreementsThis helps streamline operations, prevents orphaned envelopes, and ensures consistent ownership for record-keeping and reporting.Example use case  Wan

Did you know that Did you know that eWitness is a feature that enables users to identify one or more individuals to witness the execution of an agreement.  When creating an envelope, senders can choose to configure which recipients require a witness when signing a document. The sender can then complete the witness's name and email address In the event where the witness is unknown, each signer will be able to choose their witness and complete the witness details, including full name and email address, as well as phone number if 2-factor authentication is required. Take a look at this Trainer Tip video where we explain how to include a witness for a signer.

Need to collect payment at the same time as a signature? Well you can with the Docusign eSignature payment item field.In order to use the payment item field, you first need to connect a payment gateway within your Docusign eSignature Admin settings. Navigate to Admin > Payments. Docusign is compatible with many of the major eCommerce platforms. Choose your provider and login to connect your account.Once a payment gateway has been connected to your account, you can add the payment item field to your eSignature envelopes or envelope templates.Configuring the payment item field is easy! You’ll have a few properties to customize:Choose whether the payment will be required vs optional - in some

As a Docusign eSignature Administrator, are you looking for an easy way to efficiently update up to 2,000 users at once, saving time and reducing manual effort. in that case, check out this Trainer Tip video by Docusign University’s Erik Engelstad  for a quick tutorial explaining how to use the User Bulk Update feature which is especially useful for updating user roles, permissions, or profile details.Let’s have a look at how to proceed in practice!    Key Takeaways:Your CSV file must contain these required columns: UserEmail, eSignPermissionProfile and APIUserName. The rest of the header values are optional.

Have you ever received a suspicious email that seemed to come from Docusign? If so, we have a simple way to report suspicious emails from any email-enabled device - just forward them to verify@docusign.com.In this video, a Docusign Product Trainer will walk you through the simple steps for reporting a suspected fraudulent email. Key Take-aways:Understand how to report suspicious emails to Docusign to protect yourself Learn what to expect if you report an email to verify@docusign.com Get more related security information by accessing the support content below:

Searching for a streamlined way to manage complex agreement processes and bring teams together in a secure, digital hub? Docusign Workspaces is built to centralize collaboration and document management, helping you accelerate review cycles, improve compliance, and simplify handoffs across departments. Review the most common Workspaces use cases below. ✅ Workspaces for Your Business  👉 Workspaces Use Case Examples Human Resources - New Hire Onboarding  Healthcare - Patient Intake 

Are you familiar with Docusign University (DSU)? Did you know that while there are complimentary learning tools for all customers, a select group of resources are exclusively reserved for Campus Pass subscribers? Discover more about DSU’s Campus Pass program and the unique benefits it offers to its subscribers.  🎓 What’s Campus Pass? Campus Pass is an annual subscription that provides you with unlimited access to all of DSU’s learning resources, including live, instructor-led training. It's the preferred starting point for most customers, enabling critical roles to build foundational

Description:Are you looking for a way to create relationships between documents that have common attribute values? Check out this Trainer Tip video by Docusign University’s Erik Engelstad  for a quick tutorial explaining how to create relationships between documents so that they become visible and accessible directly from within Document Review.  Key Takeaways:Separate documents can have the same attribute group applied. In the group, you can add relations to any attribute. If the separate documents have the same value for the attribute, those documents become related to each other. Separate documents can have different attribute groups applied. If any attribute has the same name in different groups, you can add relations to the attribute in each group. If the separate documen

Document templates have arrived! Document templates make it easy for you to centrally store, manage, and edit your organization’s baseline agreements that are used across your account. You can use a document template to quickly generate a document one off or use it in tandem with an envelope template to streamline the creation and sending for an entire use case.You can create a document in a few different ways:Agreement Template Builder (ATB): Use the web-based editor for DOCX files (from scratch or by uploading an existing file). Word Template Assistant (WTA): Use the Word plug-in for advanced DOCX preparation and upload. Classic Editor

Did you know that you can use a Maestro workflow to automatically update your Agreement Desk request? Updates to the request like assigning an owner, a status, a due date, and sharing the request are necessary but tedious. Using a Maestro workflow can help to take out some of the manual and time consuming effort involved in keeping your request up to date.  In this video, a Docusign Product Trainer will go over how to initiate a Maestro workflow from an Agreement Desk request creation and some of the updates that can be made to the request automatically. Key Take-aways:Learn about how to initiate a Maestro workflow from an request creation Review how to configure steps to automatically update the request Get more re

We're excited to announce that the inaugural Docusign Intelligent Agreement Management (IAM) certifications are now available! These new exams establish the premier measure of capability within our IAM platform. Learn more about our latest certifications below.  👋 Meet the New Certifications Certified Docusign IAM Integration & Extension Developer This exam is designed for the technical builder —specifically developers and professionals who actively construct, connect, or expand Docusign IAM solutions. This certification is perfect for software developers

Did you know that descriptive data labels are used in multiple facets within eSignature? They are helpful when using features such as formulas, templates and web forms to name a few.The process to create and use them is rather simple, and in this trainer tip video, you will see some helpful examples as to how they are used. Key Takeaways:Data labels provide a way to identify general attributes or features found in documents It is important to change the default identifiers to more meaningful names that clearly describe the field's purpose Web form fields inherit the data labels from the selected templateAdditional Resources:For this topic and some other great instructor lead guidance I would recommend the following courses:

The date signed field is a popular choice for your documents! You can add it to your envelope documents to display the date each recipient signs the document. But did you know you can customize the format of your date signed field? To customize the format of the date signed field, navigate to your eSignature Admin tab > Signing Settings > Look under the Document Formatting section.Here you can customize the format of the date signed field. You can choose from a variety of formats. For example: MM/DD/YYYY, DD/MM/YYYY, January 1st 2026, etc.You can also select i

Did you know that Document Templates can allow organizations to generate and manage their documents from right within Docusign so those documents are always up-to-date when shared from your Docusign account?Many organizations have someone in charge of keeping the text of their agreements up to date.  When that person makes a change, that new document then needs to be uploaded throughout every single envelope template where that document currently resides to ensure users are sending the most updated agreement out for signature.With Document Templates, that user can make the change on the document within Docusign, and that change will automatically propagate throughout all linked envelope templates within your Docusign account.  No more keeping a list of templates where this document exists, no more manually updating each template one by one with the new

Need to show your users who to contact when they need help with Docusign? We’ve got you covered. There are a few methods to highlight custom help and support resources.Customize your Sending Brand Adjust your internal sending brand by going to Admin > Brands > Sending Brand. Here you can edit the look and feel (the theme) of your Docusign account. One of the items you can edit here are “Header and Footer Links” Help & Support Link: This will appear under the ? icon in the top right of the account. Use this to include a URL or an email address you want your users to access if they need help. Footer Links: These will appear at the bottom of the

Description:Every contract and agreement you generate is different, but how can you ensure that the right contract language is included? Did you know that you can create dynamic, adaptive document templates in Docusign IAM? And that you can build conditional logic that will show or hide potentially large portions of contract language? Check out this Trainer Tip video by Docusign University’s Matt Farler for a quick runthrough of how to build this logic, using Docusign’s Agreement Template Builder. Key Takeaways:Specify segments of your contract that you wish to include or not include based upon the value of standard attributes Make your document template as unique and adaptive as you need it to be based on rules that range from simple to complexAdditional Resources:

Are you ready to get started with Docusign CLM? Do you have your executive sponsors aligned and a clear project vision? Have you clearly identified who will handle the User Acceptance Testing (UAT) and who will manage ongoing training? Docusign CLM Implementation doesn’t have to be complicated, and Docusign University’s best-practices guide is here to help. Review some of the key highlights below, get the guide, and leverage the available learning and enablement resources.  🏛️ Pillars of Project Success The most successful CLM implementations are built on four key pillars: Alignment of executive sponsors and stakeholders

How to quickly find the agreements that have a certain contract value? Or, how to find out what needs to be renewed for a certain period? How to search for several different attributes and types of contracts?You can do this using Docusign Navigator with AI Docusign Navigator with AI can extract several important information in form of attributes then show them to you use in your searches.   

Description:Are you looking for a way to better organize your agreements in Docusign CLM? Want to quickly be able to calculate your total contractual commitment to different customers and vendors, using the Party Management capability in Docusign CLM? Check out this Trainer Tip video by Docusign University’s Matt Farler for a quick explanation of what Party Management is all about, and how to get started by adding parties to your account, both individually and in bulk. Key Takeaways:Agreements across your account can be organized by Party, leading to several organizational benefits Admins can create parties on an account, either individually or in bulk Adding parties automatically creates a folder for them in the account’s Parties folder Users can directly associate agreem