Skip to main content

Common questions with Navigator


Lane.Shigihara
Docusign Employee
Forum|alt.badge.img+2

What is Docusign Navigator?

Docusign Navigator enables organizations to store, manage, and analyze agreements with help from artificial intelligence (AI) within the Docusign IAM platform. With Navigator, you can:

  • Drive efficiencies for your internal teams: Centralize agreements and empower your most valuable teams to find what they need fast.
  • Uncover opportunities to reduce costs: Put AI to work to handle tedious tasks and uncover cost-saving opportunities by harnessing agreement data.
  • Increase oversight and security: Tighten agreement access with rules that ensure only the right users have access to the right agreements.

 

What are benefits and features of Navigator?

Click here to display a table listing all of the key features and benefits of Docusign Navigator.

 

How do I search for, filter, and find agreements using Docusign Navigator?

Watch this video to learn more about how to use the available filters in Navigator to find your agreements quickly and easily.

 

How do I manage user permissions for Docusign Navigator?

Watch this video to learn how to grant users access to view or manage all Navigator agreements, grant users or groups access to view, edit, or manage individual agreements in Navigator, and enable user access to perform bulk uploads of agreements.

 

Are there any information sessions to learn more about Docusign Navigator?

Yes!  Today at 2pm-2:30pm PT / 5pm-5:30pm ET please join Onboarding Consultant Patty Shaw for a Spotlight: Navigator.  Topics include how you can leverage Navigator, store, manage, and analyze agreements with the help from artificial intelligence (AI).  The session will be recorded.

 

Additional resources:

Docusign Navigator: Manage Agreements (45 min self-paced course)

Docusign Navigator (support guide)

0 replies

Be the first to reply!