Tips from Docusign

Ever wonder who can see and manage content in Docusign CLM? Anyone with the CLM Admin permission profile can see and manage ALL content within your Docusign CLM account. Beyond that, permissions can be set on folders within CLM.Security can be set based off the individual user (ex: John Doe can access this folder, but Jane Doe cannot), permission profile (ex: CLM Users can access this folder, but CLM Viewers cannot), or user group (ex: users in the Legal group can access this folder but users in the Sales group cannot). Out of the three options, setting security based on the user group is our best practice.

Are you and your users new to Docusign and looking for guidance on how to incorporate eSignature into your daily work? Do you want a prescriptive learning journey?  Docusign University (DSU) is here to help. We recognize that eSignature senders/end users have varying preferences for learning. That's why we provide both self-paced courses and interactive sessions with one of our DSU product instructors. To help you get started, take a look at our quick-start user roadmaps below.  🧑‍🏫 Instructor-Led Training  Gain in-depth knowledge of eSignature by participating in classes and webinars led by an expert ins

Did you know there are two ways to leverage your Docusign eSignature templates in order to send an envelope? You can USE a template or APPLY a template. Let’s break down the two methods:Use a TemplateUsing a template is ideal in scenarios where the document in your template remains the same and you’re sending to different recipients each time.How this works is you can choose to use a template from your Home Page, Templates Page, or Agreements Page. You’ll be prompted to enter in the names and email addresses of any placeholder

Do you need to ensure your documents are signed in a specific order but aren’t sure how to set it up efficiently?Setting the correct sequence is key to keeping your workflow smooth and ensuring every signer is in the right place at the right time.That’s where the Signing Order feature comes in! By customizing the signing order, you can control the flow of signatures—whether sequentially, in parallel, or a mix of both. This simple yet powerful tool helps you streamline document completion, avoid delays, and ensure compliance.Take a look at this Trainer Tip video in which Sr. Product Trainer Markus Duesterhoeft shows you how to set up a signing order, adjust recipient positions, and leverage the Signing Order Diagram.  Key Takeaways:Parallel Signing (Default Setting): By default, all recipients receive the document simultaneously and c

Are you interested in a no-code solution to manage your completed eSignature envelopes? Have you considered using Docusign Agreement Actions, and additional support resources to help facilitate your workflow?Docusign University’s (DSU) newest toolkit was designed by Docusign Professional Services experts to help you get started with Agreement Actions.    🔃 What are Agreement Actions Agreement Actions

How much easier would it be if your Docusign templates were available on demand for your signers? You can achieve that through the use of PowerForms. PowerForms are self-service forms that you can create directly from your eSignature templates. When a PowerForm is created, a unique URL is made available for you to distribute externally. You can place the URL on your company website, send it via an email, etc,. to drive people to your form. Follow the below steps to get started:Template Requirements:Before setting up your PowerForm, you’ll need to make sure your template meets the following requirements:The first recipient must be a placeholder role with the “Needs to Sign” action. A PowerForm is initiated fro

Do you want to make it easy for new customers to apply for and open a new account with your business? Creating a paperless and mobile-friendly process is essential to meeting prospective customers' expectations. Docusign University’s (DSU) newest Template Tutorial video shows you how to create a Docusign Web Form and get up and running with a new account opening workflow.   🖥️ What’s a Web Form?  A Docusign Web Form enables users to create interactive forms that capture data and automatically populate agreements.  It makes the entire process of filling out and signing a document a breeze for your recipients.  🔃 New Account Opening Workflow  

Need to send agreements at specific times but can't always be at your desk? Docusign's scheduled sending feature is your solution.This powerful tool lets you:Schedule envelopes to be sent automatically at your preferred date and time Plan complex signing workflows in advance Ensure timely delivery of agreements across different time zones Set up multiple scheduled sends for efficient workflow managementThis feature is perfect for:Contracts that need to go out at the start of a business day Agreements that must be coordinated with specific events Managing document workflows while you're away Coordinating multi-party signatures across time zonesWatch our Trainer Tip video featuring Docusign University Product Trainer Matt Farler for a step-by-step guide on using Scheduled Sending to automate your agreement timing.

Have you ever wondered how to sign a document electronically with someone you are with in the same room without the need to print or scan the document ?In that case, the In Person Signing feature is what you want !  To conduct an in person signing session, you get together with your signer or signers, and you initiate the signing session from your device. As the host, you start the signing session and guide your signers through the process.Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how to prepare and conduct an In Person Signing session in Docusign eSignature. Key Take-aways:If you are meeting in person, you can use In Person Signing to simplify the si

Do you you and your users need comprehensive “how to” videos to get started with Docusign eSignature? Do you have users in other countries or who require using Docusign eSignature in different languages? Docusign University (DSU) delivers multiple training and enablement resources for customers, developers, and

Do you hire and onboard new employees? Is your current process bogged down with tracking if the employee signed all the essential paperwork in their new hire package, particularly the Federal IRS W-4? The IRS allows eSignature for many of its official documents, so why not start improving your new hire experience today?    💰 IRS W-4 Overview   In the United States, the IRS W-4 “Emplyoee’s Holding Certificate” is familiar to both employees and employers. The W-4 is essential for employees to complete to ensure the correct amount of federal income tax is withheld from their paychecks. Employers are required to send their new hires the form and calculate the correct withholding amount from the employee’s pay. 

Did you know that you can use CLM merge tags to conditionally display content on your generated document? Conditional merge tags can be utilized to show content on your document based on conditions that you set up within the tag structure.Conditional merge tags do need to be built from scratch; they cannot be copied/pasted directly from CLM in the same way that content merge tags can be. An article from the Docusign Support Center is linked below with detailed instructions on using conditional merge tags. In this video, watch a Docusign University product trainer explain how conditional merge tags can be used and show how to set them up. Additional Resources:

Join the next Trainer Tips Live event on Friday, Jan 10!Did you know that when sending an envelope, you can have that envelope reach a specified recipient based on input provided by a signer or a reviewer.A few weeks ago, we posted a tip on how to do just this, and now we’re doing a deeper dive during this live session on Friday, January 10.👉 You can register for the event here. What will the session cover? We’ll show you how to ensure that your envelope reaches it’s desired recipient How you can use different field types (drop-down, formula, etc.) to set this upDuring the 30 minute event, you’ll be guided through how to do this and get to ask questions

Do you “favorite” multiple Docusign sites and every page that you find helpful? Does that process feel frustrating when you go back to find that one page you need right now but can’t find it? Perhaps you don’t even know where to start or what Docusign pages are helpful. In our “X Marks the Spot” tip, we outlined our most powerful Docusign sites. Now it’s time to take your bookmark game to another level with Docusign Quick Links.  

Need to send a document(s) out for negotiation? Docusign CLM’s external review feature can help. With external review, you can send documents to external recipients (customers, prospects, etc.) to review, edit, and add comments. The document changes will be brought back into CLM and applied as a new version of the document. CLM users can then review the changes and compare to previous versions.In this video, a Docusign Product Trainer will walk through the process of manually sending a document from CLM out for external review. You’ll observe the sending process as well as the perspective of the reviewer. You’ll see how the reviewed document returns back to CLM as a new version and how the history of changes can be tracked. 

Have you ever thought about user’s experience customization using your company’s logo? Besides that, what do you think about to customize emails coming from your eSignature account to your customers helping them to better identify your branding?Does communication with your customers it’s a problem for your business? Using your company’s branding will improve that a lot.Branding offers a way to customize the Docusign experience for both senders and recipients. With the branding controls in Docusign, as an account administrator you can reinforce your brand presence and reassure signers that documents sent to them through your Docusign account are coming from your organization.The branding configurations you specify are global and apply to all users on your account and every recipient experience for every envelope sent from your account.I invite you to watch this short video on Brands from ou

Need to step up your Docusign Template game? Try using some of our template management actions. Once a template has been created, you can:Edit - You can edit any aspect of your template. Try using the “Replace” action for your template document if it needs to be substituted for a new version. All the fields will be retained when the document is replaced.

Have you ever come across an envelope where you needed to add dozens (or even hundreds) of similar fields? For example, a 40-page document where each page needed an Initial Here field for each recipient? So… if I told you that you could automate this, would you believe me?The feature called AutoPlace adds fields near each occurrence of a given string in a template or single envelope. This advanced field action allows you to specify a string of characters in your document or template for automatic placement of the field.You can use AutoPlace with any field type – you can even define custom fields to include the AutoPlace setting. When you AutoPlace a field, it is automatically placed at all instances in your document of the specified word or characters.I invite you to watch this short video on AutoPlace from our Trainer Tip series, to learn how to automate this step!

Need to share envelopes with users? Whether someone is out of the office and needs a backup or you’ve got team members who need to collaborate, Docusign’s got you covered. Envelopes can be shared using Docusign’s “Shared Access” feature. Sharing access to envelopes will allow for cross-team collaboration and provide visibility of envelope transactions amongst your users.Shared access can be set up by the Docusign Administrator or left up to your users to set it up themselves!To set up shared access as a Docusign Administrator, navigate to

Hey everyone! This isn’t a traditional “tip from Docusign,” but I came across a great Youtube video that I think could be super helpful if you're a Microsoft customer using Docusign with Power Apps and Power Automate.It dives into building a real-world document management solution, covering everything from generating PDFs to automating approvals and securely storing signed documents.Here’s a quick rundown of what it covers:Setting up Docusign in Power apps: Learn how to integrate digital signatures right into your apps. Creating dynamic PDFs: Automatically generate PDFs based on your data—no manual work needed! End-to-End document workflow: Automate the process of sending, signing, and saving documents with Power Automate and SharePoint. Using custom tags: Add names, dates, and signatures dynamically into your documents. Step-by-step walkthroughs

Did you know that your users can update their own time zone preference as well as the date format that is displayed when managing their envelopes on the agreements page?For organizations who have users across multiple timezones, there is an easy way for users to update their own regional preferences. If your account hasn’t allowed users to update their regional preferences, there is an easy way to update your settings. Take a look at this Trainer Tip video where we explain how administrators can update their accounts settings to allow users to set their own time zone and date preference.  Key Take-aways:Users can update their own time zone

Have you implemented Docusign eSignature but don’t feel like some of your users/senders are on board? How do you know if your users are even sending agreements for eSignature and not reverting to the old agreement workflow process? The ART method can increase your user adoption and, ultimately, your return on investment (ROI).   🗺️ A -  Assess the Current State Start by identifying two key types of users in the organization:Power Users Late Adopters Power Users often have the most “sent” and “completed” envelopes and are quick to assist peers when there are questions. Take advantage of their experience and enthusiasm to gain feedback on how to improve the eSignature process within th

Have you ever wanted to pre-fill some fields on your eSignature agreement, so that no-one else can modify them?For example, you might want to ‘burn’ Product colours or Service bundles onto the lines of a Purchase Order form so that your customer cannot edit the choices you offer. Those choices are already set up before the Purchase Order form is dispatched. Take a look at this week’s Trainer Tip video with Product Trainer Derval Lynes to learn how to use Pre-Fill tools on your Docusign Agreements.  Key Take-aways: - Locate Pre-Fill tools via the pencil icon to the left of all the Standard Fields when in the Fields view.

Have you heard about Docusign Workflow Builder (formerly Maestro)? It’s a new no-code solution for building and deploying automated workflows. Whether you’ve had the opportunity to explore the platform service or not, it’s essential to understand how you and your business can benefit from Workflow Builder (formerly Maestro) based on your line of business and industry.   ✅ Workflow Builder (formerly Maestro) for Lines of Business (LOB) 

Do you know where to find Docusign’s real-time system status? Can you locate the training, enablement, and support articles you need to help Docusign usage expand within your business? The tables below list our top sites and a few links to their unique features. Explore each of the five sites to identify all of the invaluable resources each offers.   🎓 Docusign University (DSU)  Site Description  Notable Features Learning and enablement tools to build your Docusign skills.