Tips from Docusign

Ever wondered why you’re receiving certain email notifications from Docusign eSignature? For any new users that are added to your account, the default email notifications can be set by your Docusign eSignature Administrator. Once active on the account, each user can control their own notifications to fit their preferences. Notifications are organized based on scenarios. When a user is the sender of an envelope vs when they are a recipient. Let’s break down where these settings reside.eSignature Administrators can set the default email notifications that go out for any new users that are added to the account. This can be done by going to Admin > Email Preferences. Changes made here will impact th

Are you looking to streamline your Docusign adoption and maximize its impact across your organization? Do you want to ensure consistent standards and drive enterprise-wide success with Docusign? Consider establishing a Docusign Center of Excellence (COE) within your organization.  👉 What’s a COE?  A Center of Excellence is a centralized team of internal experts dedicated to setting standards and driving the successful, enterprise-wide adoption of a specific technology like Docusign. It serves as a foundational element, ideally established during the implementation of your first Docusign use case, and signals your readiness to expand to more use cases or departments. 🏛️ Pillars of a COE Here are the key build

Need to enforce a specific text format for your signers? Check out the validation property that can be applied to eSignature text fields. Applying validation ensures your signer won’t enter in text that does not match your select validation format.There are several pre-created validation formats to use; plus there is an option to create a custom validation format using RegEx! Helpful Resources:Validation Options for Text FieldsCustom Data Validation (RegEx)  Watch the below video to see a Docusign University Trainer outlin

Did you know that in Docusign Maestro, there are ready-made templates that you can download and use?You can download the ready-to-use template, or configure it to meet your specific needs. The following video will show you how to get this done.   Key Takeaways:Saves time in building out a workflow scratch Configurable to meet your specific needsAdditional Resources:For this topic and some other great instructor lead guidance I would recommend the following course: Get Started with Docusign Maestro To view our full course cat

IAM (Intelligent Agreement Management) is Docusign’s portfolio of features, platform services and extensions that help you to create documents, get them signed, and centrally manage your agreements. Docusign University has a ton of FREE training for you and your team to get started using some of the new IAM functionalities. Let’s explore what Docusign University has to offer. Looking for an instructor led training that is available both live or recorded? See below for our existing IAM webinars:Get Started with Docusign Maestro Webinar

Are you experienced with Docusign and want to showcase your expertise in a specific subject or field to stand out from the crowd? Docusign’s Certification program allows you to demonstrate your Docusign product mastery to clients, colleagues, and employers and that you have the qualifications to perform competently within a technical role using Docusign.   🏆 What are Docusign Certifications? Docusign Certifications reward you for demonstrating your skills and experience with our products and solutions. Certification exams are developed to industry standards for technical certifications and created by a team of Docusign experts. Exams are delivered through a secured online proctoring service.  📍 Available Certifications 

Ready to move beyond the basics and truly optimize your Docusign agreement preparation? Discover how to leverage powerful eSignature features that transform your document processes.Docusign University’s (DSU) new Prepare Agreements Learning Plan and Pro exam are here to help. Watch the video then discover the benefits of DSU Learning Plans.  📍What’s a Learning Plan? DSU's complimentary customer Learning Plans are curated collections of se

Have you or a peer ever been the victim of a phishing attack? In today’s high-tech world, there is no shortage of ways to instantly communicate with peers across the globe. Docusign makes it easier than ever to get documents reviewed and signed fast. As technology becomes smarter, so do those people who intentionally cause harm with phishing attacks and spam sent for their own personal benefit. It is important for you to stay vigilant to ensure the emails you receive are valid. In this video, a Docusign Product Trainer will review ways to check Docusign emails for validity, how to handle any suspicious-looking emails and some additional, advanced checks you can enable to further protect yourself against phishing and spam attacks. Key Tak

Did you know that there is a Docusign Support article that outlines ALL the CLM workflow steps?  This article contains a list of all the CLM workflow steps. There are several different types of workflow steps:Automated Document Management Steps - Allow

Do you want to ensure your essential agreements progress smoothly, even when the original sender is out of office or unavailable? Are you looking for a way to maintain customer satisfaction and avoid bottlenecks in your document workflows?Docusign eSignature's custody transfer feature offers a solution. By enabling envelope ownership to be shared among a group, organizations can ensure that critical documents can be accessed, corrected, and processed by authorized team members, rather than being stuck with a single individual.  🎁 Benefits  Custody transfer is a game-changer for the following use cases within your business:Handling absences: Vacations, sick leave, or unexpected absences won't disrupt your agreement proc

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:

Do you wonder what the logic is for navigating XML nodes to populate your organisation’s CLM workflow? Do you wish you could master this concept and configure like a Pro? Take a look at this Trainer Tip video with Product Trainer Derval Lynes. Key Takeaways: The data from all fields in your Document Generation Form translates into XML data. "Template Field Data," a sub-node under Params, holds all customer and contract data from your Doc Gen Form. Think of being a free-diver using rope knots or NODES for navigation when diving: to descend and ascend via the nodes.

Introducing… Docusign Workspaces! This new IAM capability allows you to create a single space for all of the documents, envelopes, and messages that support a single transaction.For example, maybe you are preparing a new application for a customer. They are applying for an account at your financial institution. You could create a Workspace for the customer’s application. In that Workspace, you can request the customer to upload necessary documents for their application, message internal colleagues regarding the status of the customer’s application, and prepare the necessary envelopes for signature. Everything is all together in a single Workspace!To create a workspace, head to your Agreements tab > Workspaces

Did you know thatThere may be situations where you as the sender may not know who the eventual signer of a document will be. In this scenario you may want to use an Advanced Recipient action such as Specify Recipient.   When creating an envelope, you will be able to assign someone the Specify Recipients action, they will receive your envelope and fill in the name and email address for any role recipients.  Take a look at this Trainer Tip video where we explain how to set up the Specify Recipients action  Additional Resources:For more information 

Do you get frustrated when your CLM workflows don’t work?Do you wish you could troubleshoot CLM workflow errors more easily?  Take a look at this Trainer Tip video with Product Trainer Derval Lynes. Key Take-aways: Rogue spaces often cause workflows to fail. Publish, publish & publish again! (Save icon → Publish icon → Publish hyperlink clicked = 3 steps to 100% activate your workflow.) Delete & re-configure a step from scratch if you can’t resolve an error within 5 minutes.   

With all the exciting announcements of new products and features presented at last month’s Momentum event in New York, you might be asking yourself, “What’s the best way to stay updated on what’s coming, and how can my organization fully benefit from these agreements?”

​When streamlining  your document workflows in CLM you want to ensure consistency in your data entry and validity. In that case, you more than likely will find the Dynamic Attribute Dropdown field type extremely useful ! A Dynamic Attribute Dropdown allows you to create a dropdown menu to enable lists that source valid values from a chosen object. Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how CLM Administrators can Create a Dynamic Attribute Dropdown in Docusign CLM.  Key Take-aways:Dynamic Dropdowns attributes help ensure consistency in your data entry and validity.

Did you know that when sending an envelope, you can add an extra layer of security to further ensure the envelope reaches its intended recipient?You can do this by adding access codes when creating your envelope. The following video will show you how to get this done. Key Takeaways:Ensure that the envelope reaches it’s desired recipient Easy to set up, and correct if there are any issuesAdditional Resources:For this topic and some other great instructor lead guidance I would recommend the following course: Get Started with Docusign eSignature for End Users To view our full course catalog to find other live

By default, all of your users will have access to Docusign Navigator. However, they will only have access to their own agreements. This includes any agreements they sent or received through eSignature, or any agreements they uploaded directly into Navigator.There are a few ways to give users access to additional agreements:An individual user can have access to ALL agreements within Navigator - Careful here! This gives the user acce

Do you have experience with eSignature, CLM, or the Salesforce integration, and are you ready to expand your personal and professional development? Acquiring a Docusign Pro credential is the next step.  Earn an industry-recognized badge via our partner, Credly, and share on various social media sites, websites, or in your email signature.  ✅ Get started Docusign University offers 16 Docusign P

You’re a busy person and there are times when you’re just simply not available to check your email to respond to a signature request on an important document. Your signature timing is critical and that document needs to be actioned right away, but because you’re away from your computer or phone, you just can’t get there in time and may potentially lose a customer or deal.  Fortunately, Docusign has you covered with Delegated Signing!Delegated Signing allows you to assign another user in your eSignature account to sign a document on your behalf when you’re not available to do so.  Take a look at this Trainer Tip below with Glen Steinhardt where he shows you how to configure this setting in your eSignature account to prevent this from happening to you! Additional Resources: To learn all about being an

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 i

Did you know that the United States (U.S.) Federal and State governments allow the use of electronic signatures for many standard forms? Do you want to get a head start on tagging and creating templates for those popular forms? Good news: the Docusign University (DSU) Template Library features over 150 Federal and State templates to help you get started.   🏛️ U.S. Federal Government Templates are available from the following Federal departments:Health and Human Services (HHS) Internal Revenue Service (IRS)

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.  

Got a busy week or weekend ahead? Why not schedule your Docusign eSignature envelopes to be sent in the future? With Docusign’s “Scheduled Send” feature, you can schedule your envelopes to be sent in the future based on a specific date and time of your choosing.To set up a Scheduled Send follow the below steps:From the Home page > Click Start > Envelopes > Choose to Send an Envelope OR Use a Template depending on your u