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Docusign: document processing features and setup
An electronic signature and agreement process management platform. Its Intelligent Agreement Management tools connect agreement work with additional business processes.
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Overview
Docusign is relevant to automation when signing is one step in a broader process, such as onboarding a customer or engaging a supplier. Instead of tracking documents manually, you can design a workflow for preparation, routing to signers, and follow-up on the information. The product suite includes different agreement management capabilities, so choose based on the process you need rather than assuming every option is included in a basic eSignature plan. Also distinguish between a document that was sent and one that all signers have completed.
Features
- Routing documents for electronic signature
- Managing steps in a business agreement process
- IAM tools for connecting agreement data to follow-up processes
Business uses
- Onboarding a customer after an agreement is completed
- Tracking documents in a supplier approval process
Getting started
- Choose a sample document and define who signs and in what order.
- Check which completion event the follow-up process depends on.
- Also test an incomplete document to ensure activity does not start too early.
What to check
- Check the availability of IAM capabilities and integrations in the relevant product plan.
- Set document access permissions and define how to handle changes or cancellations before the process is complete.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.