Tips from Docusign

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. - You can set them up on text, checkbox, radio, name and company fields.  - Perfect for pre-filling fields carrying important data before dispatch of your envelope: so that recipients can’t modify the data in those fields. Visit Docusign University for more in-depth training led by Derval and other expert Docusign Product Trainers.Customize your Workflowhttps://dsucusto

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)  ✅ Workflow Builder (formerly Maestro) for Your Industry  ⚡️ Connect the Tools You Use Today Docusign Workflow Builder (formerly Maestro) allows you to quickly connect the applications your business uses, such as Salesforce, Microsoft Sharepoint, and Google Drive. In addition to the apps you depend on, seamlessly integrate Docusign features like ID Verification and web forms into your workflow.  The following examples are a few of the top use cases across multiple lines of business and industries that integrate essential apps and Docusign.  💰 Financial S

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.   Docusign University Home Complimentary Webinars Learn by Role Certifications Template Library   💪 Docusign Support Center  Site Description  Notable Features A one-stop shop for finding information about Docusign products and connecting with our support teams.   Docusign Support Center Home Release Notes Troubleshooting Contact Support   ✅ Docusign Trust Center  Site Description  Notable Features Your source for Docu

Do you feel that your documents might be a bit overwhelming for your recipients because of the number of fields you’ve added?  As envelope senders, we want to make the document completion process as simple and efficient as we can for our recipients, so it’s important that we don’t confuse them with fields on the document that aren’t required or necessary to be populated.   We want to streamline the process for them and only display fields to be populated that are specific to their use case and keep any other fields that aren’t necessary as hidden.To accomplish this, you can implement Conditional Fields within your documents. Conditional fields only appear to the recipient when a specified condition is met. You can hide conditional fields until the recipient makes an entry in your documents that triggers the fields to show, such as selecting a dropdown option or marking a checkbox.Watch this short video on Conditional Fields from our Trainer Tip series with me, Glen Steinhardt to learn

Have you ever needed to easily share folders and documents with non-CLM users ?  As an example, you might be collaborating on a project with a third party company and want to provide the latter with an easy and direct access to the documents contained in a specific CLM folder.In Docusign CLM, public links can be used to share documents and content with non-CLM users. Public links allow non-CLM users to view documents and download them. Links can be set to expire on a given date or removed manually by an administrator.Take a look at this week’s Trainer Tip video with Product Trainer Erik Engelstad to learn how to create a a Public Share Link on a folder in Docusign CLM. Key Take-aways:Allow non-CLM users to view documents and download them in native or PDF formats. Links can be set to expire on a given date or removed manually by an administrator. You must be a Docusign CLM Administrator or have delegated permissions to create public share links. Additional Resources:For this topic and

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.You can do this by applying conditional routing when creating your template or 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, can be used off of formula fields, drop-down fields etc...Additional Resources:For this topic and some other great instructor lead guidance I would recommend the following course: Eliminate Manual Tasks with Docusign eSignature Advanced Sending 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 today.Continue the Conversation:Feel free to ask any questions about this feature in the comments below and also let us know how you use Conditional Routing in Docusign. We’d love to hear from you!

Are you looking for a simple way to upload your Docusign agreements automatically into a cloud storage account? You don’t have to build a complicated integration. Using Docusign’s new App Center Platform Service, you can connect to a cloud storage account such as Google Drive, One Drive, Dropbox and others, quickly and easily. And after connecting, you can set up a Workflow Builder (formerly Maestro) Workflow step to automatically upload any signed agreements.  Learn how in this week’s latest Trainer Tip video: Key Takeaways:Easily connect your Docusign Account with a cloud storage account using App Center Once connected, use a Workflow Builder (formerly Maestro) Workflow step to automatically upload agreements Build all of this in a no-code, user-friendly platform with Docusign IAM Platform ServicesAdditional Resources:For this topic and more information about creating Workflow Builder (formerly Maestro) Workflow, attend Docusign University’s 1 hour webinar for free:Get Started with D

Have you ever needed an envelope recipient to approve or decline a document without the need to have their signature or initial visible on the document itself ? In that case, the Approve and Decline fields are just what you want !  If the recipient clicks the Approve field, that person is considered to have signed the document and whilst no information appears on the document itself, it is recorded as a signature in the envelope’s history. Similarly, the Decline field allows the recipient to decline signing.Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how these fields can be used.  Key Take-aways:Approve or decline documents in an envelope without placing a signature or initials on the document. Selecting Approve signifies the recipient has signed. It doesn’t add information to the document but records an "Approved" action in the Document history. The Decline field functions such as Decline to Sign. The recipient must provide a reason for decl

Have you noticed some of your users' personal agreements get mixed in with their business agreements in the same account? It’s common for businesses to expand their usage of Docusign across their organizations and see users have personal Docusign accounts that were opened with their work email addresses. Work-related agreements are now in an external account and are not controlled or protected through your corporate privacy and compliance guidelines. Check out the following tips and resources to help manage your company’s external accounts.   🧩 Docusign Admin & Organization  Step 1: Set up Docusign Admin. Docusign Admin is a management solution that empowers you to control and manage your company's use of Docusign and connects accounts and users to support your entire Docusign infrastructure. Step 2: Create your organization. An organization is a centralized framework that allows you to control how Docusign eSignature is used within your company.  📧 Domain Management Claim your c

Did you know you can send a document out for signature directly from within Docusign CLM with just a few clicks?There are multiple ways to accomplish this.  You can of course automate this document delivery at any point in your approval process from within your approval workflow with the addition of a workflow step.  However, sometimes a CLM user may need to deliver a document for signature manually….without the need for an automated approval process and without going through the envelope creation process from within eSignature.Watch this short video on Send for Signature using Docusign CLM from our Trainer Tip series with Principal Product Trainer Kelly Gatling to find out how! Key Take-aways:Save time by sending directly from within CLM without navigating into eSignature to deliver your documents for signature.. Recipients have all of the same functionality available to them for signature as they would if the document were delivered from eSignature. Once the document is complete, the

Your business has a Docusign eSignature account, but you might need more. How do you know when another eSignature account is necessary? What should you think about before creating multiple accounts? The following tips and resources will help your multiple-account decision-making process.  ⚖️ Legal and Compliance Data Residency: If your company operates in different regions, each with its own data residency requirements, you may need separate Docusign eSignature accounts. For example, suppose you created an account in Europe, but another use case requires data residency in Canada. In that example, you must create a new account in a Canadian data center.Electronic Record Signature Disclosure (ERSD): Each Docusign account comes with a built-in ERSD, which allows you to capture recipient consent to complete an electronic transaction. ERSDs can vary or not be required at all, so different departments or business units may need individual accounts based on customized ERSDs to stay compliant.

Ready to get your agreements in Docusign CLM signed by the necessary recipients? Using Docusign CLM, you can send a document out for electronic signature. Documents can be sent for signature manually or automatically via a CLM workflow.In this video, a Docusign Product Trainer will walk through the process of sending a document from CLM out for signature. You’ll observe each of the steps, adding recipients, customizing messaging, and dragging/dropping fields onto the document. You’ll also observe the signing experience from the recipient’s perspective and how the document returns in Docusign CLM once signed. Additional Resources:Docusign University Docusign University Course Catalog Docusign CLM Administration Learning Plan Docusign CLM Administration TrainingContinue the ConversationWill you be sending your CLM documents out for signature? If so, do you plan on using the manual method or will you be sending through a workflow? 

Do you want to ensure your recipients enter the correct information in open text fields and eliminate NIGO or “not in good order” documents from your eSignature workflows? Leveraging text field validation is an easy way to get started.   🚦 What is text field validation? Field validation allows you to choose what data your signer is permitted to input into a text field. Docusign provides common validations for you:  Once a field validation is set, signers are prompted to enter the correct information. For example, when the “ZIP” validation is assigned, the signer inputs no more and no less than five digits in that field. When those parameters are not met, the signer is prompted to correct the data, and the document remains incomplete until the data is corrected.   🛠️ Customization What if you need a validation that is not featured on the list? We thought of that, too. Selecting “Custom” from the dropdown lets you use a regular expression or RegEx pattern to enforce specific data entry

Docusign University is your one-stop shop for all things Docusign product training! At DSU, we offer a variety of training opportunities, including webinars, deep dive courses, on-demand videos, and self-paced courses. Docusign University offers webinars focused on eSignature, CLM, Intelligent Agreement Management, etc. Interested in registering for one of Docusign University’s free 1-hour webinars? Watch this Trainer Tip video to learn how to browse Docusign University's course calendar and catalog to register for a free webinar.Additional Resources:Docusign University Docusign University Help Docusign University Course CatalogContinue the ConversationDo you have any questions about our webinar offerings? 

Are you familiar with Docusign eSignature templates but looking to expand usage? Do you want to see how your industry peers create and tag commonly used templates? The Docusign University (DSU) Template Library gives you and your template builders the head start needed to build your template workflows and design an intuitive signing experience for your recipients.   🎓 Templates 101 Docusign eSignature Templates allow you to save and reuse repeatable information for every document and simply put a “placeholder” for the recipient. This way, all you have to do to share a document is add the approvers and press send. Check out this video to learn more about creating templates.  📚 The Template Library  The DSU Template library houses over 200 industry-related eSignature templates and Workflow Builder (formerly Maestro) sample configurations. Samples are available in six languages and include configurations for our Docusign Web Forms and Document Generation capabilities. The library also o

Have you ever needed to send the same document to multiple recipients at one time? Docusign’s Bulk Send feature is designed to create individual envelopes for up to 1,000 recipients in one send. Bulk sending has many applications and uses, including workflows for agreements that don’t require a signature but need to, for example, only collect data. An HR Department sends the benefits package to 700 associates. A Board of Directors needs to send an updated HOA agreement for 50 residents to sign. A credit union sends a waiver to 300 auto loan customers to opt into a new loan payment program. Though bulk-sending is easy and efficient, preparation and planning are crucial before you click “send,” and 500 recipients receive your agreement. Here are some of our top tips for bulk-sending, along with some supplementary resources to make bulk-sending a breeze.   ⚙️ Prepare the agreement Create an eSignature template and consider the following workflow and envelope attributes for your envelope. 

Have you thought about all of the time you spend processing your documents after they are signed and delivered back to you? Saving, renaming and archiving your documents as well as sending follow-up envelopes are tasks that take time away from your already busy day.It may be time to automate some of these time-consuming tasks using Agreement Actions.Agreement Actions help to automate those tedious administrative tasks necessary to complete when you get your documents back. Watch this short video on Agreement Actions from our Trainer Tip series with me, Glen Steinhardt, to find out how to recoup valuable time back in your day through the automation of those post-signature tasks. Key Takeaways:Save time by automatically saving, renaming, and archiving all or specific completed envelopes to third-party services like Google Drive or Dropbox. Kick off another envelope automatically upon receiving completed envelopes that meet specific parameters. Push your signed document immediately after

Docusign eSignature project managers, training specialists, and administrators often ask members of our Docusign Global Learning & Onboarding team (GLO) for best practices for training their company’s end users. A skilled user group is essential to Docusign adoption within your organization and benefits your recipients’ / customers’ experiences too.  Review the three steps below to help you build a structured learning blueprint to create knowledgeable and confident eSignature users. Our GLO experts also provided a quick reference guide to help you enable your team like a Docusign pro.   🎓 Step 1: Get to Know Docusign University   Docusign University (DSU) is a powerful resource that offers complimentary courses and webinars, along with paid deep-dive classes. In addition, role-based learning plans ensure senders, Admins, template builders, and reporting analysts have the tools to make your eSignature business case(s) successful.  👷 Step 2: Design User Training  Develop a prescrip

While signing a Docusign eSignature Envelope, have you ever wanted to ask a question of your sender or collaborate directly with other recipients, without having to enter a separate email thread?With the Comments capability enabled, you can open up and reply to real time comment threads directly in the signing ceremony, which will make collaboration and communication more efficient for all parties to the envelope.  Watch this short Trainer Tip video with me, Matt Farler, to find out how! Key Takeaways:Get questions about agreement content answered faster Collaborate in real time with all recipients directly in the signing ceremony Keep a record of your conversations within your Docusign accountAdditional Resources:For this topic and more information about capabilities that you or your Admin can enable for your account, please check out our instructor-led, activity driven Deep Dive Courses for eSignature Admins:Docusign eSignature Administration 1Docusign eSignature Administration 2 We

Do you understand the differences between correcting, voiding, and deleting an envelope and when it makes sense to take one action over the other? Did you know these options even existed? Don’t worry; we’re here to help. Here are the basics of each envelope action: what it does, who performs it, and a few examples of why you might correct, void, or delete an envelope.   ✅ Correct Correcting an envelope is a great feature to use if you send an envelope and notice there are any errors. An envelope correction is performed only by the envelope’s sender/owner. Recipients cannot correct an envelope.  Correcting an envelope is allowed at any time as long as it is still in progress or not yet in the “completed” or “voided” statuses.  There are many envelope details you are allowed to correct: Recipient data, such as the name, email, routing order, and authentication. Add, delete, or edit fields on the document. Depending on your account settings, you can replace the document in the envelope

Welcome to Tips From Docusign!We’ve created this space to be your go-to resource for expert tips and tricks to help you save time and maximize your Docusign experience.Starting in mid-September, Docusign University instructors will share valuable tips every week. In the meantime, get acquainted with these experts through their introductory posts—these are the faces you'll see regularly around here!Once the tips start rolling in, we encourage you to engage with the posts by sharing your questions and feedback in the comments. Our instructors are eager to hear how the tips are benefiting you and are committed to ensuring that the content is both useful and relevant.

 We’re excited to introduce you to Docusign University instructor Erik Engelstad. Over the weeks and months to come, you’ll see Erik posting helpful tips & tricks that help you get the most out of Docusign.Erik Engelstad is a Norwegian Technical Product Trainer who has worked for Docusign since March 2021. After having spent most of his life in Belgium where he received his education in French, he moved to Dublin, Ireland in 2005.Erik has advanced knowledge of the Docusign eSignature and Contract Lifecycle Management (CLM) products and delivers courses in either English or French but always with passion!Outside of work, Erik loves spending time with his two kids, sea swimming year round, scuba diving, table tennis and bullet chess.  

 We’re excited to introduce you to Docusign University instructor Glen Steinhardt. Over the weeks and months to come, you’ll see Glen posting helpful tips & tricks that help you get the most out of Docusign.Glen Steinhardt is a Technical Product Trainer residing in Raleigh, North Carolina. He brings to Docusign extensive technical knowledge and training experience gained throughout his career in the Webhosting, Supply Chain, and eProcurement industries.Glen enjoys empowering his students with product expertise on eSignature and CLM. He is proud to share his Agreement Cloud knowledge as a Product Specialist in these areas and is equally as excited to show his learners how they too can become a Docusign Product Specialist through the earning of Docusign Specialist Accreditation badges. Outside of work, Glen is an avid tennis fan and player. You will find that his training often incorporates tennis lingo and players in his product demonstrations. Glen has a lifelong goal to attend all

 We’re excited to introduce you to Docusign University instructor Markus Duesterhoeft. Over the weeks and months to come, you’ll see Markus posting helpful tips & tricks that help you get the most out of Docusign.Markus Duesterhoeft is a Sr. Technical Product Trainer based in Dublin, Ireland. Since joining Docusign in September 2022, he has been dedicated to empowering individuals through specialized virtual training in eSignature, Contract Lifecycle Management (CLM), API, automation, and other innovative technologies within the Agreement Cloud.He is proud to hold certifications in various Docusign and Salesforce specializations, enhancing his expertise to guide you towards becoming a Docusign Product Specialist.Fluent in both German and English, he takes pride in fostering a strong trainer-student relationship, providing personalized learning experiences. Beyond the virtual training room, he loves exploring the world with his wife, making a positive impact in the community, and em

 We’re excited to introduce you to Docusign University instructor Vinícius Tadeu Rodrigues. Over the weeks and months to come, you’ll see Vinícius posting helpful tips & tricks that help you get the most out of Docusign.Vinícius is a Sr. Technical Product Trainer at Docusign University. He works at the Docusign subsidiary in São Paulo/Brazil, the same city in which he was born and grew up. He speaks in Portuguese (native), Spanish, and English.He has been working at Docusign since April 2018, beginning his journey leading the Technical Support team. He later became a product instructor in 2022.He has internal certifications for eSignature and CLM products and can work with different types of integrations (such as Salesforce, REST API, Webhooks, Google, Slack, and Microsoft).Vinícius considers himself an (almost) amateur sportsman. He loves to practice sports, mainly those that involve some type of ball, such as soccer, tennis/beach tennis, volleyball, and billiards, as well as boxi