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In this recent Community event, Glen Steinhardt from Docusign University explored your eSignature template questions. Below, you’ll find key learnings from the event and the full recording.
Key takeaways:
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Signing groups for flexible approvals: Need only one signature from a team? Signing groups let any member sign on behalf of the group, streamlining approvals.
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Pre-fill fields for accuracy: Use pre-fill fields to ensure required info is completed before sending—no need to add senders as the first recipient just to enter missing details.
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Aut-place for smarter fields: Automatically position signature fields on varying-length documents using Auto Place and anchor text like "Signature:" to reduce manual adjustments.
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Agreement actions and integrations: Automate document storage! Agreement Actions can send completed documents directly to Google Drive, Box, or OneDrive. (Bonus: Use Maestro for advanced workflow automation.)
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Parallel signing orders: Reduce wait times by letting multiple signers complete their steps simultaneously.
Next steps:
✅ Watch the full recording below
✅ Got questions? Drop them in the comments below
✅ Stay in the loop! Subscribe to our events page to get notified about upcoming sessions.
