Tips from Docusign

If your team spends too much time manually building out collaborative project hubs from scratch for every recurring transaction, you are not alone. Manually creating a new workspace, adding individual upload requests, and assembling the exact same envelope templates for every internal promotion or new account onboarding is highly repetitive and prone to inconsistency.Here is how to make that setup step faster and more consistent.Workspace Templates in Docusign let admins pre-package entire multi-step agreements into a single blueprint, helping teams streamline collaboration and deploy complex workflows instantly. Pre-packages multi-step agreements transactions, including upload requests, envelope templates, and static documents. Eliminates repetitive manual data entry, shifting deployment from minutes to seconds. Restores compliance and consistency by standardizing the exact files and

Does your team spend too much time manually downloading completed envelopes one by one to save on a local server or backup system? As agreement volumes grow, manually downloading PDFs and copying form data becomes incredibly time-consuming, while increasing the risk of operational errors and compliance gaps.You can simplify and automate this routine to keep your archiving process consistent and secure. Docusign Retrieve acts as an automated extraction assistant for your infrastructure, allowing you to schedule and batch-export documents and data directly to your organization's local or cloud systems.  Key Take-aways:Docusign Retrieve is a software application that automates the mass export of envelopes, documents, and signing data. Additional costs may apply depending on your plan and negotiation with our sales te

 New Quarter, New Skills! We are kicking off Q2 with a fresh lineup of resources designed to help you command your agreement processes with total confidence. Whether you are streamlining your legal workflows or onboarding a new team, Docusign University (DSU) has the tools to help you conquer every challenge.Ready to unlock a few new powers? 🌟 The HeadlinersOur live, instructor-led sessions are designed to help you command your agreement processes and implement expert-backed best practices across your entire organization.Simplify New Hire Onboarding:

Is Docusign’s AI engine, Iris, not collecting all of the valuable information you need from your agreements? Are the attributes that come out of the box with Docusign not enough to capture some of the unique details of your agreements that you would like to use for searching and gaining insight to your contracts? Well thankfully, you can create custom extraction fields and “teach” Iris how to identify their values on your contracts automatically, whenever a new document is added to your IAM account. This has several benefits to your organization:Boost productivity by tracking the data points in terms that are unique to your organization or industry

If you are unclear as to how to rename documents in CLM you are not alone. This is a frequent question we get from students in the CLM training classes. One way is to use the Name Template field as part of an Attribute Group.Keep in mind, this is not the only way to rename a document in CLM; however, this is an automatic way of renaming documents using attribute values applied to the document. This saves your users time and ensures consistency across the repository. Example Use CaseLet's say there has been a recent influx of third party NDAs being uploaded into the account. A Contract Admin is in charge of renaming them all using a consistent naming convention. There could be 10s, 100s, or 1000s of documents at a time so manually renaming is time consuming! In this scenario, there is no workflow processing to automatically rename them.How to Use an Attribute Name Template:To r

How to use destination URLs to redirect PowerForms and envelopesWhen signers finish, the handoff back to your website can feel abrupt or worse, they may see prompts that distract from your workflow. Destination URLs let you send signers to the right page every time, from a simple homepage redirect to a personalized “Thank you” experience or follow up a decline with a feedback survey.Set destination URLs on a brand and apply that brand to your envelopes, templates, or PowerForms. For email envelopes, a quick signing setting removes the account sign-up prompt so the redirect is seamless.Keep signers on your site after completing or declining Reduce drop‑off by eliminating extra clicks or prompts Personalize confirmation pages with merge fields (for example, [[RecipientName]] ) Create distinct post‑sign paths for Completed vs. Declined Instant redirect for PowerForms; one‑click Continue for email recipients

Did you know that Conditional Routing and Signing Groups can be combined to automate how agreements move through your organization?When creating a template, you can configure "smart" logic that routes an envelope to different teams based on data within the document. For example, an expense report under $500 can be automatically routed to a Finance Signing Group, while anything over $500 goes to a Department Manager.In the event that a specific individual is unavailable, using a Signing Group ensures that any member of that group can sign on behalf of the department, preventing bottlenecks in your workflow.Take a look at this Trainer Tip video where we e

Do your team spends too much time manually switching between different tools to collect data, verify identities, and send documents for signature? If yes, you’re not alone! A frequent challenge in modern workflows is the friction caused by disconnected steps, which often leads to delays and manual errors. Here’s how to simplify that part of your workflow and make the process faster and more consistent. Docusign Workflow Builder (formerly Maestro) allows you to orchestrate these steps into one seamless, automated journey.  Key Take-aways: Docusign Workflow Builder (formerly Maestro) in Docusign IAM lets admins build and deploy custom agreement workflows without writing any code. This helps teams:Save time by automating repetitive tasks across different applications Reduce

As an eSignature account Administrator, are you looking  to manage Agreement Manager - (formerly Navigator) permissions for the users according to the roles they perform ? Wondering which permission takes precedence, such as that set at Profile permission level or at Group level ? Then look no further as you’ll find the answers right here:. Agreement Manager - (formerly Navigator) permissions can be set in multiple ways:Permission profile: Neither default permission profiles—DS Admin, DS Sender, or DS Viewer—include any Agreement Manager - (formerly Navigator) permissions, not even the DS Admin profile, meaning you can grant Agreement Manager - (formerly Navigator) permissions independently of whether a user has the DS Admin, DS Sender, or DS Viewer profile. You can nevertheless create a Custom Permission

If you need to stop certain subsets of CLM users from having the ability to send a document for signature, you want to be sure that you not only train them that it’s not part of their responsibility, but withhold that capability from the software entirely so it’s not even possible for them to do so. What This Feature Does (and Why It Matters)Navigation & Actions is a powerful feature in CLM for Administrators to hide certain menus and functions within CLM. Limit access by configuring certain subsets of users in certain assigned personas from sending. Reduce voided envelopes by ensuring documents aren’t sent in error Example Use CaseWe want users on our Sales team to be able to view documents and send them out for external review to their customers, but it’s not part of their role to then send those documents for signature.  That responsibility is for someone else

There is a good chance you are already using Docusign eSignature Envelope Templates to streamline the creation and sending of envelopes. If so, have you ever wished you could streamline the sending process by sending two envelope templates at once? Well, actually you can! Combining templates is a useful action when you want to send all documents tied to those templates to all roles/recipients for those templates at one time. This process has several benefits:It allows you to save on the number of envelopes needed to

If your team spends too much time recreating the same fields across multiple document generation forms, you are not alone. A frequent challenge in CLM workflows is the manual effort required to maintain consistency when building or updating forms. Here is how to make that process faster and more consistent. What This Feature Does (and Why It Matters)The Forms Library in Docusign CLM lets admins create a centralized repository of standardized fields. This helps teams: Save time by pulling pre-configured fields into new forms instead of building them from scratch. Reduce errors by ensuring data points are labeled and formatted identically across the organization Improve consistency through a single point of control for field updates.  

Creating templates requires a lot of work. It can be very cumbersome at times. But did you know that Docusign University has, to date, almost 300 sample templates that you can download and use right away. With our sample templates, you can...Save time and effort Modify the template to meet your business needs Use our templates as a guide to help you build your ownIt’s really an easy process, and with the following video, you will see just how easy: Key Take-aways:Current templates are always updated with up-to-date documents New templates are always being added, so check back oftenAdditional Resources:For further education on templates feel free to register for our Tem

🚀 New Quarter, New Skills!  At Docusign University (DSU), we want you to work smarter, not harder. Our team has been crafting new content to help you master the agreement process and elevate your workflow. Ready to unlock the power of your agreements? Let’s dive into the latest and greatest from DSU! 🌟 The HeadlinersThe "don't-miss" updates of the quarter:Docusign Agreement Preparation

Have you ever wanted to collect information from multiple recipients using a single Web Form?  How about sending a Web Form directly to a recipient, rather than making it simply available via a public link.  Both are possible, and can greatly improve your experience with recipients!When you create Web Forms in Docusign eSignature, you are creating an experience for your signers and recipients that makes filling out complex agreements easy and straightforward.  By default, a Web Form is only fillable by one of your recipients, and is accessible only by a publicly available URL. But you can create a segmented, multi-recipient Web Form experience sent directly to their inbox, just like an envelope notification. This has several benefits:

Do you need to calculate values dynamically based on data entered by recipients in your Docusign eSignature documents? Are you looking for a way to automate calculations like totals or durations without manual input? Formula fields in Docusign allow you to build formulas that calculate values based on other Docusign fields. This feature is particularly useful for scenarios such as calculating a total amount or the number of days based on data entered by a recipient in previous fields. In this Trainer Tip video, Sr. Product Trainer Markus Duesterhoeft demonstrates how to configure formula fields to automate calculations in your documents. Learn how to set up formula fields, customize data labels, and test your envelope to ensure the calculations work correctly.  Key Takeaways:

Need to limit which documents each recipient can view, without sending multiple envelopes? Document Visibility in Docusign eSignature lets you show or hide specific documents per recipient within a single envelope, protecting sensitive information and simplifying your workflow.By configuring visibility once, you can keep a single audit trail, reduce errors and costs, and ensure every recipient only sees what they need.Show or hide documents per recipient to protect sensitive content Keep one envelope and audit trail for cleaner compliance Apply account-wide rules or let senders set visibility per envelope Prevent confusion for CCs and non-signers by limiting what they can view Save time by avoiding duplicate envelopes and manual redactionExample Use CaseA sales envelope includes a proposal, an NDA, and a pricing appendix. The customer sees the proposal and NDA only. Internal Finance sees the

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 Workflow Builder (formerly 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 h

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.