Have you utilized smart filters for agreement sets yet? They will save you a TON of time. Smart filters can be applied based on document attributes and will automatically add any matching agreements to the agreement set!

To add a smart filter to a new or existing agreement set follow the below instructions:

1. Open Navigator by clicking on the Completed folder of your Agreements tab
2. Click on the ellipsis (...) icon in the top right corner > Manage Sets
   1. If you do not see this option, you likely do not have permissions to create and manage agreement sets. This needs to be applied to your user profile or group via the Admin settings. See here for more information.
3. If you need to create a new agreement set, click “+ New Agreement Set” vs if you need to update an existing agreement set to add smart filters, click “Add Smart Filters” for the existing agreement set.
4. Apply filters using document attributes. Agreements that meet the filtering criteria will appear in the agreement set.
   1. If you have multiple filters selected, it implies an AND relationship where all conditions need to be met
      1. For example: Agreement Type = Non Disclosure Agreement + Renewal Type = Auto Renew 
         1. Agreements that are both Non Disclosure Agreements AND have and Auto Renewal will be included in the set
   2. If you have multiple selections within the same filter, it implies an OR relationship where any of the conditions need to be met
      1. For example: Agreement Type = Non Disclosure, Master Services Agreement, Order Form
         1. Agreements that are Non Disclosure Agreements, Master Services Agreements OR Order Forms will be added to the set
5. Any new agreements that enter Navigator will be added to the agreement set automatically should the attributes meet the conditions!

To learn more about smart filters and agreement sets, check out this support article.

Additional Resources:

• Get Started with Docusign Navigator (1h training)
• Docusign Navigator Agreement Sets (1h training)
• Docusign Navigator Video Playlist
• Navigator Overview and Onboarding Guide

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Have you set up smart filters yet?