Have you been hearing about Docusign IAM but still aren't sure what it's really about?

In April 2024, Docusign announced the launch of Intelligent Agreement Management (IAM). Intelligent Agreement Management (IAM) is a new category of AI-powered cloud software designed to connect and automate every step of agreement work.

Have you been hearing about IAM but aren’t really sure what it’s actually about?

This blog provides a comprehensive overview of the flexible, interconnected collection of tools designed to streamline and customize every step of the agreement lifecycle.

✍️ Key takeaways:

What it is: IAM is an AI-powered platform that empowers you to connect and optimize every step of your business processes that involve agreements.
Flexible and scalable solutions: IAM provides foundational tools with the option to add customizable extensions, seamlessly integrating data across the entire agreement lifecycle.
The IAM foundation: Core tools like eSignature, Maestro, and Navigator create a streamlined, connected agreement process.
Automation and customization: With tools like Maestro and App Center, IAM lets you define workflows and automate steps without code.
Integrated storage: Navigator organizes agreements into a structured, searchable repository, reducing the time spent hunting for documents.
Flexibility to grow: Add advanced capabilities—like ID verification, notary services, or payment collection—whenever your needs evolve.
Applications for every need: Docusign IAM offers a suite of applications built for the bespoke needs of different individuals, teams, and industries, including IAM for Sales, IAM for Legal, IAM for HR, IAM for Procurement, IAM for CX, and more.

Whether it’s automating repetitive steps, ensuring contracts are always accessible, or adding specialized features like payment collection or ID verification, IAM is built to help your team save time and focus on what matters most.

To get the full overview of IAM, check out this overview blog or head to the IAM overview page.

💬 Community chat: What questions do you have about what IAM is and how it might help what you do? Share your thoughts or ask questions in the comments below👇

Page 1 / 1

This is an interesting topic! We've encountered a similar requirement from one of our customers before. They wanted to include a signing link directly in their emails, alongside their own documents and custom email content. Additionally, they needed the emails to be CC’d to other business colleagues and customers.

Their feedback was that the current eSignature workflow didn't fully meet their needs. To address this, we explored using Maestro's Workflow links within the email, which they found to be a good solution for their scenario.

This type of business use case demonstrates the versatility and potential customization options available when integrating DocuSign with tailored workflows. It's great to see the evolving features in DocuSign IAM that could further simplify such requirements.

FreeLink/甫连信息

DocuSign Partner | Partner Profile

DocuSign 2024 APAC Reseller Growth Partner of the Year

The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

DocuSign Community Leaderboard Top 5 contributor.

Expertise in DocuSign integrations with on-premises systems for leading enterprises across various industries.

@Hengfeng Ge Love to hear that they were able to find the right solution for their needs using Maestro! Thanks for working with them on it!

Reply

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Scanning file for viruses.

This file cannot be downloaded