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10 lesser-known but completely game-changing DocuSign features

Jul 1, 2024 | Admin, Latest News

Companies love using DocuSign for its eSignature capabilities. Research shows around  15,136 companies currently use DocuSign, making it a market leader in eSignature software. This digitalized functionality has revolutionized the way businesses handle document signing and approvals. 

However, beyond its primary function, DocuSign offers a comprehensive catalog of lesser-known features that enhance productivity and streamline workflows. These ten features include advanced document analytics, templates, seamless integrations with popular business applications, robust security measures, and automated workflow management. 

By leveraging these tools, organizations like yours can simplify document processes, gain deeper insights, ensure compliance, and boost overall efficiency. Here’s how: 

 

1. Templates

DocuSign allows users to create reusable templates for frequently used documents. This can save a lot of time when you need to send the same type of document to multiple recipients.

 

2. Bulk Send

This feature lets users simultaneously send the same document to multiple recipients. It’s handy for HR departments or any situation where the same form needs to be filled out by many people.

 

3. Advanced Workflow Routing

Our customers use this tool to set up complex document approval and signing workflows. For instance, documents can be routed sequentially or in parallel, and conditional routing can be established based on specific criteria.

 

4. Integrations

DocuSign integrates with various third-party applications, including CRM systems like Salesforce, Google Drive, and Microsoft Office 365. This allows for seamless document management and workflow automation.

 

5. Custom Branding

DocuSign users can customize the appearance of the interface and email notifications to reflect company branding. This provides a more professional and cohesive experience for your recipients.

 

6. Document Visibility

Control which pages or sections of a document are visible to each recipient. This ensures that recipients only see the parts of the document that are relevant to them.

 

7. Reporting and Analytics

DocuSign provides robust reporting and analytics features that allow you to track document status, monitor usage, and gain insights into your signing processes.

 

8. Signer Attachments

Signers can upload attachments, such as identification documents or proof of address, directly into the document they are signing.

 

9. Signer Authentication

Enhanced authentication methods, such as SMS, phone calls, and knowledge-based authentication (KBA), can verify signers’ identities, providing an additional layer of security.

 

10. PowerForms

PowerForms allows users to create self-service documents that can be shared via a link or embedded on a website. This enables recipients to fill out and sign documents without direct sender involvement.

Exploring these lesser-known features can help users get the most out of DocuSign and improve their document management workflows. Embracing the full potential of DocuSign can significantly improve business efficiency and effectiveness. 

To learn more about ways DocuSign can leverage your Salesforce investment, let’s talk. Our expertise in DocuSign implementation will ensure you’re getting the most value from your CLM investment. 

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