Tips from Docusign

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 related information by accessing the support content below:(Support Center) Learn about Docusign Maestro (DSU ) Get Started with Docusign Maestro (DSU ) Get Started with Agreement DeskContinue the ConversationIs there something else you’d like to know related to this tip?

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, integration specialists, and technical consultants whose work involves APIs, creating custom integrations, and developing advanced extensions within the Docusign IAM platform. Certified Docusign IAM Implementation ConsultantThis exam is intended for professionals responsible for the successful implementation of Docusign IAM  solutions, whether in a leadership or support capacity. Highly recommended for solution architects, imple

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: Web Forms for Docusign eSignature Eliminate Manual Tasks with Docusign eSignature To view our full course catalog to find other live training courses, you can view our live training calendar and register for a course todayContinue the Conversation:Feel free to ask

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 if you’d like to display the time of signature. If so, there are many time formats to choose from. For example: 2:59pm, 14:59, etc.If you choose to spell out the month name and/or display the time of signature, you’ll want to visit your account’s regional settings. Within the regional settings, you can choose a few options related to the date signed field:When using the Date Signed field, which language should be used for mon

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 knowledge, upskill their team, and learn at their own pace. With two options for Campus Pass, it's a valuable investment in your professional development:Individual: unlimited access for one named subscriber. Team: unlimited access for up to 12 named subscribers 🎯 Subscriber-Only Benefits    Live, instructor-led training sessions that deep-dive into multiple products and functionality.  Trainer Tips Live

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 document.   Click here to watch the video! Key Takeaways:Create documents directly in your account and share them with your envelope te

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 page in your Docusign account. Use these to to include URLs or email addresses you’d like your users to easily access when working in the account Edit your Account Profile Adjust your account profile by going to Admin > Account Profile. You can include a “Custom Help Contact”. A name, email address, and phone number can be adde

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. Click here to watch the video! 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:Learn more about the benefits of Agreement Preparation in the free live training available on Docusign University A video playlist about Agreement Prep

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. A clearly defined vision for business outcomes. A strong program structure and governance model. A robust change management practice and plan. Clear roles are crucial early on. The Docusign project team handles configuration, quality assurance testing, and initial administrator training. Your internal team manages requirements, internal resources, user acceptan

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.  Key Take-aways:If you’d like, list out the top 3-5 key take-aways from the video. A bullet list of key-takeaways is very helpful for the user.Learn how to use Docusign Navigator Learn how to review extracted attributes Learn how to use Natural language 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. Click here to watch the video! 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 agreements with existing partiesAdditional Resources:Learn more about the benefits of adding parties in our free self-paced course available on Docusign University  To get a comprehensive trai

There are times when you, as the sender, might not know the final signer of a document or you might want someone else to manage and modify recipient information as needed. This is where the Manager Recipients - Allow To Edit feature comes in handy!This feature allows you to grant a recipient full correction rights for an envelope. This designated manager, who must have a Docusign account, can enter "correct mode" to make changes to the entire envelope.The manager has the power to edit the envelope, including adding recipients and making other necessary changes to fields and information before the document is sent on to the next person. They are not assigned any fields themselves. Take a look at this Trainer Tip video where we explain how to set up the Allow to Editaction.  Key Take-aways:Allow To Edit grants a Docusign user full correction rights to an envelope. The designated manager can enter correct mode to edit the entire envelope, including adding recipients and modifying fields.

Need to be reminded of an important date related to an agreement in Docusign CLM? If so, make sure to utilize document reminders. Reminders can be created for documents to keep track of renewals, expirations, termination notice dates, etc. Reminders can be created individually from scratch or through a reminder template. Creating a reminder individually from scratch is helpful for a one off reminder that you won’t need to re apply to other documents. Using a reminder template is useful for document reminders that you’ll use over and over again!To create a reminder template, navigate in Docusign CLM to the Admin tab > Reminder Templates. When setting up a reminder template, review the following settings:Template Name - Give the reminder template a name. For example, “30 Day Renewal Reminder”.  Reminder Name - The reminder name is applied when the reminder template is applied to the document. It is optional within the template, but will be required when the template is applied to the

Are you looking to successfully implement Docusign in your business? Do you want to ensure consistent standards and drive enterprise-wide success?Docusign University’s (DSU) Adoption Guide is a valuable resource designed to support you in successfully implementing Docusign, providing training, enablement tools, and considerations for change management. Whether you're just getting started or ready to expand within your organization, this guide helps you lay a solid foundation for transforming your agreement processes.  🧱 Laying a Solid Foundation Enable Your UsersEquip your users with the knowledge and skills necessary to effectively use Docusign products within your organization. Includes recommended Docusign University learning plans designed for both Administrator and Sender roles.  Communication is KeyEffective communication is crucial for increasing the adoption of your digital solutions. The guide provides communication templates, including announcement emails that give the users

Benötigen Sie eine Möglichkeit, sicherzustellen, dass Ihre Dokumente in einer bestimmten Reihenfolge unterschrieben werden, sind sich aber nicht sicher, wie Sie das effizient einrichten?Die richtige Reihenfolge ist entscheidend, um Ihren Workflow reibungslos zu halten und sicherzustellen, dass jeder Unterzeichner zur richtigen Zeit am richtigen Platz ist.Hier kommt die Funktion „Signierreihenfolge“ ins Spiel! Durch die Anpassung der Signierreihenfolge können Sie den Ablauf der Unterschriften steuern – ob nacheinander, parallel oder in einer Kombination aus beidem. Dieses einfache, aber leistungsstarke Tool hilft Ihnen, die Fertigstellung von Dokumenten zu beschleunigen, Verzögerungen zu vermeiden und die Einhaltung von Vorgaben sicherzustellen.Sehen Sie sich dieses Trainer-Tipp-Video an, in dem Senior Product Trainer Markus Duesterhoeft zeigt, wie Sie eine Signierreihenfolge einrichten, Empfängerpositionen anpassen und das Diagramm zur Signierreihenfolge optimal nutzen.  Wichtige Erken

Does your organization generate high volumes of documents like invoices, statements, or policies? Are you looking for a way to automatically guarantee the origin and integrity of these documents?The Docusign Electronic Seal acts as your organization's digital stamp. Unlike an electronic signature, which is associated with an individual, the electronic seal is applied by authorized systems to certify the origin and integrity of generated documents. It's the perfect solution for automating the sealing of transactional documents, guaranteeing they haven't been tampered with and confirming they originated from your company. There are different options of Electronic Seals, including an option that complies with the eIDAS regulation.Click here to watch the video! Key Take-aways:Apply secure digital seals to thousands of documents directly from your business systems, without any manual intervention. Assure customers and partners that your documents (like invoices, statements, reports, etc.) a

Want to keep track of the changes being made to your account settings? Take a look at the audit logs! The audit logs allow administrators to keep track of changes to settings, billing information, plan type, and users. In the audit logs, you can view when a change was made, who made the change, a description of the change, the field that was changed, as well as old and new values. The audit logs can be viewed within the account by going to Admin > Audit Logs.  The audit logs will show changes made to the following information:Account settings User settings Billing credit card and billing address information Account plan changes Permission profiles (does not include creation or deletion of permission profiles) Envelope sharing settings Branding changes Electronic Record and Signature Disclosure changes Document Custom Fields Envelope Custom Fields When viewing the logs, a filter can be added to limit the information in the log by date range. By default, the log shows the account chan

Looking for a more straightforward way to streamline your agreement workflows in a centralized hub? Docusign Agreement Desk is designed to simplify intake, facilitate collaboration, and expedite approvals. Use Agreement Desk across multiple industries and lines of business (LOB).   ✅ Agreement Desk for Your LOB   👉 Agreement Desk Use Case Examples Sales - New Contract    Legal - Nondisclosure Agreement    Procurement - New Software Request   IT Operations - Incident Reporting   Human Resources - Employee Onboarding   🧰 Additional Resources Explore the following Docusign University enablement tools to learn more about Agreement Desk.Docusign Agreement Desk Use Case Guide Live Training: Get Started with Docusign Agreement Desk  Agreement Desk Video Playlist 🤝 Share Your Experience Have you used Agreement Desk yet? If so, is there a particular use case you were able to automate? Did the title of this tip make a certain 90s song pop into your head? 😉 Share in the replies below.

Administrators can transfer a component package to a destination CLM account, for example, moving components from a UAT environment to a Production environment. Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how to create a Component Package in Docusign CLM and deploy it to other Docusign CLM accounts. Click here to watch the video! Key Take-aways:You can move components from one CLM account to another.  To create and install a package, you must be a CLM administrator. Packaging is not meant to migrate a large amount of content, such as documents, from one account to another. Additional Resources:For further information about the creation and deployment of a Component Package in Docusign CLM, check out the following article:https://support.docusign.com/s/document-item?language=en_US&bundleId=pxt1643324456371&topicId=pgv1576609934376.html&_LANG=enus We also have instructor-led courses on many other topics. Please visit our live train

Need your envelopes to look like they are coming from a generic user? If so, check out custody transfer rules. With custody transfer rules, you can automatically transfer an envelope from a user to another user on your account. Custody transfer rules are set up by a DS Admin under Admin > Custody Transfer. When setting up a rule, you can select the “From”. This allows you to control which user or groups the rule will apply to. When these users or groups send envelopes, they will be transferred as a part of the rule. Note: This rule will apply to any and all  envelopes the user(s) or group sends. Next, you can choose the “To”. This is who the envelopes will be transferred to. Here is where you could select a generic user. For example, maybe you create a user profile named “Company ABC Sales Department” or “Company ABC HR Department” For the email address of this user profile you could use a generic department email address or distro. You’ll then choose the folder where you want the e

Do you use Docusign Workspaces to bring your agreement participants together in a central, collaborative hub?  Sometimes, we aren’t sure if we have the most updated document to provide to our recipients, so we need to invite the person in charge of maintaining the document into our workflow.In this video, a Docusign Trainer will show you how to create an upload request in Docusign Workspaces, which allows you to easily collect documents from others and track their status as they travel through the agreement process.Click here to watch the video!Key Take-aways: Create an upload request within a Docusign Workspace. Add details to the request, such as a description and a due date. See how the recipient can upload the requested document to the workspace. Additional Resources: Learn more about Docusign Workspaces Continue the Conversation How do you think you might use this tip in your workflow?

Are you ready to transform how your organization handles agreements? Are you looking to earn industry-recognized credentials that showcase your expertise in the powerful Docusign Maestro platform?Docusign University’s new Docusign Maestro Workflows Pro exam provides the ideal opportunity to validate your skills and become a recognized expert in building, utilizing, and managing agreement workflows with Docusign Maestro.  🔀 Why Docusign Maestro?   Docusign Maestro is a no-code solution for building and deploying automated workflows, designed to help you effectively create, use, and manage agreements. Maestro is the cornerstone for developing an Intelligent Management process within your business.  🏅 Become a Pro Earning the Docusign Maestro Workflows Pro badge signifies that you have acquired the knowledge to effectively create, use, and manage agreement workflows with Maestro. This expertise means you can: Design and deploy automated workflows across various lines of business, includ

Do you use Salesforce to track customer information and Docusign to generate agreements and/or send them for signature? Did you know that these two products can be integrated with a few simple steps? With the Docusign Apps Launcher package for Salesforce, you can streamline agreement preparation, collaboration, and signatures all while maintaining the benefits of storing agreements securely inside of Docusign. In this video, a Docusign Product Trainer will go over step-by-step how to connect your Docusign and Salesforce accounts so you can take full advantage of this integration. Click here to watch the video! Key Take-aways:Install the Docusign Apps Launcher package inside of Salesforce Connect your Salesforce and Docusign accountsGet more related information by accessing the support content below: (Support Center) Docusign for Salesforce (DSU ) Docusign CLM Build Workflows (DSU ) Docusign CLM: Integrate Workflows with Salesforce Continue the ConversationDo any of your users want

Did you know that there is a way to classify, record, and track information about envelopes sent for signature. You can use Envelope Custom Fields to do just that. These fields allow senders to enter specific values when preparing an envelope, which can be either free-text entries or selected from a predefined list that you create. Docusign eSignature provides you with this level of detail.Benefits of using Envelope Custom Fields:You can control visibility - Custom fields are not visible to recipients during the signing process but can be accessed in the Certificate of Completion by those with the appropriate permissions. Choose to make them required or unrequired - Administrators can set fields as required, ensuring that senders must enter or select information before sending the envelope You can use different field types - Envelope Custom fields can be of type Text (for free-text entries) or List (for dropdown selections)It is an easy process and you will see how easy in the followin

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:Open Navigator by clicking on the Completed folder of your Agreements tab Click on the ellipsis (...) icon in the top right corner > Manage Sets 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. 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. Apply filters using document attributes. Agreements that meet the filtering criteria will appear in the agreement set. If you hav