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Conditional Fields are limited to one single trigger field, meaning you modify one field and we can make another appear/disappear.  However, what if we want a field to appear/disappear if multiple checkboxes are checked within the same group?  We have a solution!Please note that this workaround is not supported by Docusign Support.  If you would like assistance with this feature, you’ll want to reach out to our Professional Services team.    Resources:Learn more about the benefits of Conditional Fields in the

Looking back on the year, what Docusign feature, API, or workflow did you actually use the most?Was it something you expected to use a lot, or did it just become the default once you tried it?Curious what you used it for and what you learned after using it over and over. If you have any advice you wish you’d known earlier (like in January 2025), feel free to share that too :) 

Your eSignature users may not be aware that an eSignature template for the document they’re preparing to send to a customer may already exist in your eSignature account.  As a result, they may be spending unnecessary time going through the process of creating an envelope when instead they can just use a template that has been already configured for them in your accountAvoid this unnecessary time waste by utilizing a feature called Automatic Template Matching.Automatic Template Matching scans the text of a document upon upload during the envelope creation process to determine if that same document may already exist in a template.  If so, you can simply click a button to apply that template to your document and your envelope is configured!Take a look at this Trainer Tip video in which Product Trainer Glen Steinhardt shows you how to configure Automatic Template Matching for your account

After creating a Web Form that uses an eSignature Template, you may find yourself a bit perplexed about how to edit the template over time and map new fields to your existing Web Form.  Allow us to clear things up!When you create Web Forms in Docusign eSignature, you are prompted to choose either to use an eSignature template from your account or create a standalone Web Form (for use in Workflow Builder (formerly Maestro) workflows). Creating Web Forms with eSignature templates, as opposed to sending traditional envelopes, has several benefits:Simplifies and streamlines the recipient experience, making filling out complex agreements easy and straightforward Reduces the risk of incomplete or incorrect information being filled into your agreements Creates an adaptive flow that conditionally shows the right fields, pages and even documents to your signers when it’s the right time Allows recipients to only h

Hi everyone! I’m excited to share that Docusign for Agentforce is officially live on the Salesforce AppExchange and ready for you to try.If your sales or service teams work inside Salesforce, this is a big productivity boost. With Docusign for Agentforce, you can generate, send, track, and review agreements without leaving your CRM.👉 Download Docusign for Agentforce on AppExchangeWhat you can do inside Salesforce

To continue offering identity verification solutions that meet local standards and compliance needs, we’ve updated our ID Verification provider for customers in Australia and New Zealand.Starting today (9 December 2025), IDVerse® replaces Onfido as the default identity verification provider powering several Docusign-owned ID Verification workflows.Who is IDVerse?IDVerse is a leading private Australian company accredited under the Trusted Digital Identity Framework (TDIF). They’re used by major financial institutions across APAC and offer strong document coverage and proven reliability in the region.What this means for youYour experience in

Looking for a way to route envelopes on your team automatically, whether that’s sending from a generic user or consolidating completed envelopes into one inbox?Custody transfer rules in Docusign eSignature let admins automatically move envelopes from one user to another at key points in the workflow, reducing manual work and keeping agreement ownership exactly where it needs to be.Admins use them to:Make envelopes appear as though they’re being sent from a generic or shared user Consolidate completed envelopes into a centralized inbox for auditing or follow-up Support transitions between departing employees, seasonal workers, or shifting teams Ensure the right people maintain ongoing visibility and ownership of agreementsThis helps streamline operations, prevents orphaned envelopes, and ensures consistent ownership for record-keeping and reporting.Example use case  Wan

If you’ve ever chased down a contract draft across inboxes, shared drives, messages, or version-confused attachments, you know how quickly agreement work can get messy. Docusign IAM is designed to bring clarity back to the process.Here’s a breakdown of the new major IAM upgrades designed to help your teams create, collaborate on, and negotiate agreements faster with more clarity and less chaos.📌 Agreement Desk (available now)Agreement Desk gives teams a shared place to manage everything that happens between an intake request and a signed agreement. Instead of juggling updates across tools, you can see work moving in real time and make sure requests get to the right pe

Did you know that Did you know that eWitness is a feature that enables users to identify one or more individuals to witness the execution of an agreement.  When creating an envelope, senders can choose to configure which recipients require a witness when signing a document. The sender can then complete the witness's name and email address In the event where the witness is unknown, each signer will be able to choose their witness and complete the witness details, including full name and email address, as well as phone number if 2-factor authentication is required. Take a look at this Trainer Tip video where we explain how to include a witness for a signer.

Need to collect payment at the same time as a signature? Well you can with the Docusign eSignature payment item field.In order to use the payment item field, you first need to connect a payment gateway within your Docusign eSignature Admin settings. Navigate to Admin > Payments. Docusign is compatible with many of the major eCommerce platforms. Choose your provider and login to connect your account.Once a payment gateway has been connected to your account, you can add the payment item field to your eSignature envelopes or envelope templates.Configuring the payment item field is easy! You’ll have a few properties to customize:Choose whether the payment will be required vs optional - in some

As a Docusign eSignature Administrator, are you looking for an easy way to efficiently update up to 2,000 users at once, saving time and reducing manual effort. in that case, check out this Trainer Tip video by Docusign University’s Erik Engelstad  for a quick tutorial explaining how to use the User Bulk Update feature which is especially useful for updating user roles, permissions, or profile details.Let’s have a look at how to proceed in practice!    Key Takeaways:Your CSV file must contain these required columns: UserEmail, eSignPermissionProfile and APIUserName. The rest of the header values are optional.

Have you ever received a suspicious email that seemed to come from Docusign? If so, we have a simple way to report suspicious emails from any email-enabled device - just forward them to verify@docusign.com.In this video, a Docusign Product Trainer will walk you through the simple steps for reporting a suspected fraudulent email. Key Take-aways:Understand how to report suspicious emails to Docusign to protect yourself Learn what to expect if you report an email to verify@docusign.com Get more related security information by accessing the support content below:

Are you familiar with Docusign University (DSU)? Did you know that while there are complimentary learning tools for all customers, a select group of resources are exclusively reserved for Campus Pass subscribers? Discover more about DSU’s Campus Pass program and the unique benefits it offers to its subscribers.  🎓 What’s Campus Pass? Campus Pass is an annual subscription that provides you with unlimited access to all of DSU’s learning resources, including live, instructor-led training. It's the preferred starting point for most customers, enabling critical roles to build foundational

Description:Are you looking for a way to create relationships between documents that have common attribute values? Check out this Trainer Tip video by Docusign University’s Erik Engelstad  for a quick tutorial explaining how to create relationships between documents so that they become visible and accessible directly from within Document Review.  Key Takeaways:Separate documents can have the same attribute group applied. In the group, you can add relations to any attribute. If the separate documents have the same value for the attribute, those documents become related to each other. Separate documents can have different attribute groups applied. If any attribute has the same name in different groups, you can add relations to the attribute in each group. If the separate documen

Document templates have arrived! Document templates make it easy for you to centrally store, manage, and edit your organization’s baseline agreements that are used across your account. You can use a document template to quickly generate a document one off or use it in tandem with an envelope template to streamline the creation and sending for an entire use case.You can create a document in a few different ways:Agreement Template Builder (ATB): Use the web-based editor for DOCX files (from scratch or by uploading an existing file). Word Template Assistant (WTA): Use the Word plug-in for advanced DOCX preparation and upload. Classic Editor

How are you using Docusign to make your agreement processes smoother and more efficient? Share how you use Docusign to simplify workflows, move faster, or get more done. Add your comment on this thread with the Community this month and you could win a $150 gift of your choice from a Loop & Tie gift collection.Maybe you’ve:Streamlined vendor agreement reviews with Agreement Manager - (formerly Navigator) Built a creative workflow with Workflow Builder (formerly Maestro) Accelerated turnaround time with eSignature Simplified contract reviews with CLM

Did you know that you can use a Workflow Builder (formerly Maestro) workflow to automatically update your Agreement Desk request? Updates to the request like assigning an owner, a status, a due date, and sharing the request are necessary but tedious. Using a Workflow Builder (formerly Maestro) workflow can help to take out some of the manual and time consuming effort involved in keeping your request up to date.  In this video, a Docusign Product Trainer will go over how to initiate a Workflow Builder (formerly Maestro) workflow from an Agreement Desk request creation and some of the updates that can be made to the request automatically. Key Take-aways:Learn about how to initiate a Workflow Builder (formerly Maestro) workflow from an request crea

If your agreements require a higher level of identity assurance (think government standards or high-stakes transactions), there’s a new way to do that in Docusign that doesn’t add friction for your signers.We’re excited to announce the launch of Docusign ID Verification for IAL2 Compliance, our new configuration designed to meet NIST’s IAL2 standard.What’s IAL2?It’s a U.S. government-recognized standard (from NIST) for verifying someone’s digital identity with a high degree of confidence. It’s commonly used in regulated industries and public-sector workflows where identity fraud prevention is critical. What this means for you

We're excited to announce that the inaugural Docusign Intelligent Agreement Management (IAM) certifications are now available! These new exams establish the premier measure of capability within our IAM platform. Learn more about our latest certifications below.  👋 Meet the New Certifications Certified Docusign IAM Integration & Extension Developer This exam is designed for the technical builder —specifically developers and professionals who actively construct, connect, or expand Docusign IAM solutions. This certification is perfect for software developers

Did you know that descriptive data labels are used in multiple facets within eSignature? They are helpful when using features such as formulas, templates and web forms to name a few.The process to create and use them is rather simple, and in this trainer tip video, you will see some helpful examples as to how they are used. Key Takeaways:Data labels provide a way to identify general attributes or features found in documents It is important to change the default identifiers to more meaningful names that clearly describe the field's purpose Web form fields inherit the data labels from the selected templateAdditional Resources:For this topic and some other great instructor lead guidance I would recommend the following courses:

The date signed field is a popular choice for your documents! You can add it to your envelope documents to display the date each recipient signs the document. But did you know you can customize the format of your date signed field? To customize the format of the date signed field, navigate to your eSignature Admin tab > Signing Settings > Look under the Document Formatting section.Here you can customize the format of the date signed field. You can choose from a variety of formats. For example: MM/DD/YYYY, DD/MM/YYYY, January 1st 2026, etc.You can also select i

We’re excited to share that the Docusign Intelligent Agreement Management (IAM) platform will soon connect directly with ChatGPT—making it easier than ever for users and AI agents to create and analyze agreements without any context switching. With the new integration, you’ll be able to ask ChatGPT to handle tasks using your existing Docusign templates and workflows. For example:“Draft a residential lease for a one-year house rental in Dallas using our standard template. Monthly rent $2,000.” “Create a purchase order for ten 50-pound bags of flour from our supplier and send it for signature.” "Find all vendor contracts over $10,000 that expire in the next 90 days and draft a letter of intent to renegotiate them."This connection