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DocuSign University

Jump Start Your Momentum with Pre-Conference Learning
With the launch of the DocuSign Agreement Cloud™, we’ve introduced a suite of more than a dozen applications and 350+ pre-built integrations covering the entire agreement process. Our goal is to help you get business done faster, with less risk, lower costs, and better experiences for customers, partners, and employees. We’ve unveiled the biggest line up of product innovation in our history. This year we’re offering Deep Dive courses to build your expertise around DocuSign eSignature and DocuSign SpringCM, as well as interactive Learning Labs focused on “Getting Started” with DocuSign eSignature.

Space is limited and requires sign-up. If you’ve already registered to attend DocuSign Momentum, sign-in with your user name and password to sign up. Or register now. Session registration ends Thursday, June 6.
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Business

Get fast. Get smart. Get everyone on board.
Accelerate the growth of your business by modernizing your legacy agreement processes. Whether you’re just beginning or well on your way, learn how to take your digital transformation to the next level. You’ll hear from business leaders and DocuSign experts about best practices for addressing business challenges and maximizing adoption. Leave with insights on how to grow your business, cut risk, save time, and give every customer an unparalleled agreement experience. Join the 454,000 businesses making the most of DocuSign.
  • Keynotes and leaders of innovation throughout the business world
  • Business, process and adoption innovation from business leaders and executives
  • Breakout sessions highlighting customer best practices across use cases and industries
  • Insights on navigating the changing trust and compliance environment
  • The latest on what DocuSign is doing to help you achieve your desired business outcomes
  • Networking with digital industry luminaries and executives
  • Product announcements
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Product

Power-user tricks and techniques, to navigate your digital future.
Every organization already has a system of agreement. It’s the way agreements are prepared, signed, acted on, and managed. We’ll show you the way to a modern, fully digital system of agreement—whether you’re just beginning to digitize your legacy paper-based process or are already well on the way. You’ll also get tips on rolling it out companywide, for an enthusiastic and successful adoption.
  • Customer best practices across use cases and industries
  • Hands-on learning and training to get the most from your investment
  • One-on-one support and training from DocuSign experts
  • Exciting new product features and announcements
  • Demos from product experts including new capabilities and enhancements
  • Keynotes with insights from top business innovators
  • Previews of our upcoming product roadmap
  • Opportunities to network with peers and executives
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Developer

Discover the many possibilities our API offers.
DocuSign’s elegant API lets you easily build digital agreement capabilities into your own app. Get hands-on training and in-depth sessions on its powerful capabilities—including a developer and platform roadmap. Discover best practices for architecture and implementation, hear from DocuSign engineers, and even see this year’s results from our legendary Hackathon.
  • 20+ developer-focused sessions for newbies and pros
  • Sneak peeks into our newest development for the platform and APIs
  • Hands-on workshops for topics like webhooks and embedded signing
  • Developer Lounge where you'll mingle with peers
  • Success stories from your peers
  • Behind-the-scenes looks at our carrier grade platform, app security and more
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Monday, June 10
  • Mastering DocuSign eSignature Templates (Day 1 of 2)
    9:00 am - 5:00 pm ─ TBD

    DocuSign eSignature Templates unlock the power of a modern system of agreement. As a Template expert, you hold the key to help unlock your organization’s ability to accelerate and simplify agreements. Learn to leverage the full breadth of Template capabilities to drive even better outcomes for your business.

    With the guidance of an experienced DocuSign University Product Trainer, explore the fundamentals of effectively planning, building, using, and managing Templates. The course builds upon that core knowledge to dive into more advanced Template features including Powerforms and fields, to amplify the power of your DocuSign eSignature Templates.


    Learning Objectives In this course, you will learn to:
    Create a template capable of handling multiple documents, recipients, and recipient actions
    Apply best practices around Template matching
    Leverage effective template management and usage strategies
    Create a Powerform from a template and manage your Powerforms
    Apply advanced fields functionality including document visibility, calculated fields and autoplace to drive template efficiencies


    Best for / Audience:
    ● Senders of DocuSign envelopes
    ● Template Creators
    ● DocuSign eSignature Administrators


    $1700 per person

     

    [ DocuSign University ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ DocuSign University's Deep Dive Courses ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • DocuSign SpringCM Process Automation (Day 1 of 2 )
    9:00 am - 5:00 pm ─ TBD

    Gain the skills to apply advanced workflow capabilities across the DocuSign SpringCM platform to accelerate your agreement generation processes. This interactive course covers in detail how to use the SpringCM advanced workflow process designer to configure simple to complex workflows. Taught in a hands- on format, the course focuses on best practices, standard conventions, and the application of advanced workflow functionality to solve real-world business cases.

    In this course, you will learn to:
    ● Implement workflow basics which include action automation, declaring workflow variables, publishing and validating workflows, and troubleshooting workflow issues
    ● Create a contract management solution that includes merging documents using SpringCM generated XML data, setting document metadata, leveraging human workflow tasks for editing/approving documents, sending of documents for electronic signatures and initiating the workflow processes
    ● Leverage decision steps, choice steps, human steps as well as a variety of workflow initiation methods
    ● Utilize looping behavior/steps, finding documents by metadata, processing multiple documents at once, and much, much more
    ● Apply Contract Management Lifecycle best practices

    Best for / Audience:
    ● Administrators
    ● Business Analysts
    ● Developers
    ● DocuSign SpringCM Implementation Partners
    ● Business Users, Sales Operations, and IT Managers
    Note: DocuSign SpringCM Essentials is a prerequisite for this course.

    $1700 per person

     

    [ DocuSign University ][ Advanced ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ DocuSign University's Deep Dive Courses ][ Contract Lifecycle Management ][ HR ][ Legal ][ Sales ][ IT ]
  • DocuSign eSignature Web Application Administration (Day 1 of 2)
    9:00 am - 5:00 pm ─ TBD

    As organizations look to accelerate the process of doing business, DocuSign eSignature Administrators will play a key leadership role in helping to automate and connect agreement processes for a modern System of Agreement. Work with experienced DocuSign University Product Trainers to gain a holistic understanding of key settings available to DocuSign Administrators and the ways they can affect signing, sending, and workflow. Ask questions, explore scenarios, and collaborate with other attendees to develop your specialized skills.

    In this course, you will learn to:
    ● Manage users
    ● Create signing and sending brands, or multiple brands for your DocuSign account
    ● Establish account, user, and group permissions and permission sets that optimize your signing, sending and workflow processes
    ● Use auditing and reporting tools to manage your DocuSign account
    ● Establish account security, document signing and sending settings
    ● Establish recipient signing and authentication settings
    ● Apply your knowledge of all administration settings, with practical hands-on activities

    Best for/ Audience:
    DocuSign Administrators

    $1700 per person

    [ DocuSign University ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ DocuSign University's Deep Dive Courses ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Schedule subject to change.
Tuesday, June 11
  • DocuSign SpringCM Essentials
    9:00 am - 5:00 pm ─ TBD

    Effective administration of your company’s CLM sets the stage for your entire digital agreement process. Establish a core foundation of DocuSign SpringCM through this hands-on, interactive session that will take you deep into the built-in platform tools. Led by an experienced Product Trainer, this course covers in detail, an introduction to the DocuSign SpringCM platform, administration and how to manage content.


    In this course, you will learn to:
    ● Configure individual and admin account settings
    ● Examine the SpringCM internal and external content sharing capabilities
    ● Define and configure roles and security groups
    ● Utilize best practices for managing security groups
    ● Define and assign attributes groups to documents
    ● Utilize search and reporting capabilities
    ● Create document generated forms and update document templates
    ● Build and test document generated configurations


    Best for / Audience: 
    ● Administrators
    ● Business/End Users


    $850 per person

     

    [ DocuSign University ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ DocuSign University's Deep Dive Courses ][ Contract Lifecycle Management ][ HR ][ Legal ][ Sales ][ IT ]
  • How to Accelerate Agreements
    9:00 am - 5:00 pm ─ TBD

    Become the mastermind behind your organization’s vision for a modern system of agreement.

    In this course, you’ll develop the foundational knowledge that will serve as the building blocks for how your organization thinks about transforming agreements with DocuSign. You will gain an in-depth understanding of the DocuSign Agreement Cloud, the program and project framework to evaluate and redesign core processes, and the change management and reporting needed to keep your business acceleration initiatives on track.

    In this course, you will learn to:

    ● Implement effective methods for discovering new use cases
    ● Leverage tools to help you unlock the value of new use cases
    ● Create an effective deployment plan to roll out new use cases
    ● Leverage successful deployment strategies to accelerate agreements  

     

    Best for / Audience:

    ● DocuSign Program Managers
    ● Business Managers
    ● DocuSign “Super” Administrators  

     

    $850 per person

    [ DocuSign University ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ DocuSign University's Deep Dive Courses ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Mastering DocuSign eSignature Templates (Day 2 of 2)
    9:00 am - 5:00 pm ─ TBD

    DocuSign eSignature Templates unlock the power of a modern system of agreement. As a Template expert, you hold the key to help unlock your organization’s ability to accelerate and simplify agreements. Learn to leverage the full breadth of Template capabilities to drive even better outcomes for your business.

    With the guidance of an experienced DocuSign University Product Trainer, explore the fundamentals of effectively planning, building, using, and managing Templates. The course builds upon that core knowledge to dive into more advanced Template features including Powerforms and fields, to amplify the power of your DocuSign eSignature Templates.


    Learning Objectives In this course, you will learn to:
    Create a template capable of handling multiple documents, recipients, and recipient actions
    Apply best practices around Template matching
    Leverage effective template management and usage strategies
    Create a Powerform from a template and manage your Powerforms
    Apply advanced fields functionality including document visibility, calculated fields and autoplace to drive template efficiencies


    Best for / Audience:
    ● Senders of DocuSign envelopes
    ● Template Creators
    ● DocuSign eSignature Administrators


    $1700 per person

     

    [ DocuSign University ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ DocuSign University's Deep Dive Courses ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • DocuSign SpringCM Process Automation (Day 2 of 2 )
    9:00 am - 5:00 pm ─ TBD

    Gain the skills to apply advanced workflow capabilities across the DocuSign SpringCM platform to accelerate your agreement generation processes. This interactive course covers in detail how to use the SpringCM advanced workflow process designer to configure simple to complex workflows. Taught in a hands- on format, the course focuses on best practices, standard conventions, and the application of advanced workflow functionality to solve real-world business cases.

    In this course, you will learn to:
    ● Implement workflow basics which include action automation, declaring workflow variables, publishing and validating workflows, and troubleshooting workflow issues
    ● Create a contract management solution that includes merging documents using SpringCM generated XML data, setting document metadata, leveraging human workflow tasks for editing/approving documents, sending of documents for electronic signatures and initiating the workflow processes
    ● Leverage decision steps, choice steps, human steps as well as a variety of workflow initiation methods
    ● Utilize looping behavior/steps, finding documents by metadata, processing multiple documents at once, and much, much more
    ● Apply Contract Management Lifecycle best practices

    Best for / Audience:
    ● Administrators
    ● Business Analysts
    ● Developers
    ● DocuSign SpringCM Implementation Partners
    ● Business Users, Sales Operations, and IT Managers
    Note: DocuSign SpringCM Essentials is a prerequisite for this course.

    $1700 per person

     

    [ DocuSign University ][ Advanced ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ DocuSign University's Deep Dive Courses ][ Contract Lifecycle Management ]
  • DocuSign eSignature Web Application Administration (Day 2 of 2)
    9:00 am - 5:00 pm ─ TBD

    As organizations look to accelerate the process of doing business, DocuSign eSignature Administrators will play a key leadership role in helping to automate and connect agreement processes for a modern System of Agreement. Work with experienced DocuSign University Product Trainers to gain a holistic understanding of key settings available to DocuSign Administrators and the ways they can affect signing, sending, and workflow. Ask questions, explore scenarios, and collaborate with other attendees to develop your specialized skills.

    In this course, you will learn to:
    ● Manage users
    ● Create signing and sending brands, or multiple brands for your DocuSign account
    ● Establish account, user, and group permissions and permission sets that optimize your signing, sending and workflow processes
    ● Use auditing and reporting tools to manage your DocuSign account
    ● Establish account security, document signing and sending settings
    ● Establish recipient signing and authentication settings
    ● Apply your knowledge of all administration settings, with practical hands-on activities

    Best for/ Audience:
    DocuSign Administrators

    $1700 per person

    [ DocuSign University ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ DocuSign University's Deep Dive Courses ][ eSignature ]
  • Getting Started - DocuSign Web Application Administration Overview
    1:30 pm - 2:30 pm ─ TBD

    In this interactive learning lab, you will review the DocuSign Web Application Administration console and learn how to add and manage users, establish custom permission sets and user groups, and configure your account security settings.

    Audience:
    New Senders of DocuSign Envelopes
    New DocuSign Administrators
    New Templates Creators

    [ DocuSign University ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Learning Labs ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Getting Started - Send, Sign, Manage for eSignature
    2:45 pm - 3:45 pm ─ TBD

    In this hands-on learning lab, you will learn the steps and workflow process for sending, signing, and managing DocuSign envelopes, including uploading documents; adding recipients, messages, and fields; completing fields; and taking action with in-progress envelopes.

    Audience:

    New Senders of DocuSign Envelopes
    New DocuSign Administrators
    New Templates Creators

    [ DocuSign University ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Learning Labs ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Getting Started - Template Creation Basics for eSignature
    4:00 pm - 5:00 pm ─ TBD

    In this hands-on learning lab, you will learn how to create a template, use a template from your template folder, apply a template to an uploaded document and tips for managing your templates.

    Audience:

    New Senders of DocuSign Envelopes
    New DocuSign Administrators
    New Templates Creators

    [ DocuSign University ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Learning Labs ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Schedule subject to change.
Wednesday, June 12
  • Building Webhook (Connect) Listeners That Scale with Azure and AWS
    11:15 am - 12:00 pm ─ Golden Gate 6

    Learn how to easily build Connect listeners that can scale. We’ll discuss recommended architectures for a listener and demonstrate scalable listeners built using AWS and Azure services. For AWS, we’ll build an API Gateway entry point that delivers the data to an AWS Lambda function. We'll demo the whole flow using a DocuSign envelope and display the Connect message in CloudWatch logs, as well as demonstrate how Connect event data can be stored and updated in DynamoDB tables at the time of the event.

    [ Developer ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ IT ]
  • HR Leadership: Eliminating the Paperwork and Prioritizing the Employee Experience
    11:15 am - 12:00 pm ─ Continental 3

    Where are your HR teams spending their time? Hear how industry-leading organizations are using the DocuSign Agreement Cloud for HR to accelerate and simplify HR processes, giving their teams back hours, days and even weeks to focus on hiring and developing talent. Learn how you can identify and prioritize HR use cases for automation and how to get value from connecting DocuSign to common HR systems.

    [ Business ][ All Levels ][ eSignature ][ SAP ][ Workday ][ HR ][ Legal ][ IT ]
  • Optimizing Costs, Compliance and Customer Experiences in Insurance
    11:15 am - 12:00 pm ─ Continental 8

    Today's insurance customer expects to do business at Amazon speed. Insurance carriers must step up their digital game, whether selling policies or processing claims, directly or through agents and brokers. Learn how a more automated and connected agreement process can improve employee productivity, reduce risks and costs, and deliver the digital customer experiences that define success in insurance today.

    [ Business ][ All Levels ][ Financial Services ][ eSignature ][ Contract Lifecycle Management ][ Signer Identification ][ Sales ][ IT ]
  • Introduction to Clickwraps and the DocuSign Click API
    11:15 am - 12:00 pm ─ Golden Gate 7

    Meet Click, our new clickwrap solution that obtains customer consent to privacy policies, terms of service and other standard agreements by way of an embedded widget. We will walk developers through creating a clickwrap agreement with the Click API, managing an existing clickwrap by creating a new version with the API, retrieving clickwrap responses with the API, and embedding a clickwrap into a website.

    [ Developer ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Clickwrap Agreements ][ IT ]
  • DocuSign Integration Best Practices for ISVs
    11:15 am - 12:00 pm ─ Golden Gate 8

    We will provide ISV integration best practices essential to delivering an outstanding customer experience. We will highlight integration details often missed or misunderstood by ISVs, especially where they differ from direct customer integrations. OAuth authentication (multi-tenant and on-prem), the sending UI, and embedded signing will be covered.

    [ Developer ][ Advanced ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ IT ]
  • The DocuSign Agreement Cloud: Present and Future Products
    11:15 am - 12:00 pm ─ Continental 4

    Join DocuSign Chief Product Officer Ron Hirson and the product management team to learn all about the latest product innovation, functionality and enhancements in the DocuSign Agreement Cloud. Not only will we walk you through our newest agreement technologies and show live demos, but we'll also give you a sneak peek into future product directions.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Contract Lifecycle Management ][ Contract Search and Analytics ][ Document Generation ][ eSignature ][ Signer Identification ][ Clickwrap Agreements ][ Guided Forms ][ HR ][ Legal ][ Sales ][ IT ]
  • Success Workshop: Managing Your DocuSign Rollout
    11:15 am - 12:00 pm ─ Continental 6

    Join DocuSign customers and our Agreement Experts in Customer Success for this hands-on workshop focused on accelerating time to value with DocuSign from day one. You'll hear from peers and participate in roundtable discussions and activities designed to equip your team with the knowledge, best practices and resources needed to ensure a smooth DocuSign deployment.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Customer Success Workshop ][ eSignature ][ Contract Lifecycle Management ][ HR ][ Legal ][ Sales ][ IT ]
  • Success Workshop: Developing Your Blueprint for Success with DocuSign
    11:15 am - 12:00 pm ─ Continental 2

    The DocuSign Customer Success team has helped thousands of organizations accelerate and simplify their agreement processes. Hear how customers have partnered with our Agreement Experts within the Services organization to execute their vision for the DocuSign Agreement Cloud. You'll come away with best practices, strategies, and resources for taking the next step in your journey.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Customer Success Workshop ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Breaking Down Composite Envelopes
    3:15 pm - 4:00 pm ─ Golden Gate 3

    Get a breakdown of the three types of DocuSign envelopes: 1) Basic 2) Templated 3) Composite. We will demo each envelope type using the same use case, extend the workflow of the use case into a more complex example, and then walk through how composite envelopes handle each use case.

    [ Developer ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ IT ]
  • Introducing DocuSign Rooms for Mortgage
    3:15 pm - 4:00 pm ─ Continental 7

    The traditional mortgage process is highly manual, costly for lenders, and frustrating for borrowers. Collaborating across people, documents, and regulations makes for a complicated workflow, but it's finally ready for digital transformation. Learn how DocuSign Rooms for Mortgage enables lenders to accelerate and simplify the entire process by providing a secure, digital workspace to create and close mortgages.

    [ Product ][ Intermediate ][ Financial Services ][ Real Estate ][ HR ][ Legal ][ Sales ][ IT ]
  • Enhancing the Value & Trust of Your Digital Assets with eOriginal
    3:15 pm - 4:00 pm ─ Continental 9

    Your signed agreements contain obligations and risks. How are you managing them? With DocuSign partner eOriginal, see how you can maintain authoritative “digital originals” that can be vaulted, tracked, and transferred like financial assets.

    [ Product ][ Beginner ][ Public Sector ][ Customer Success Workshop ][ HR ][ Legal ][ Sales ][ IT ]
  • Meet Gen: DocuSign Gen for Salesforce
    3:15 pm - 4:00 pm ─ Continental 8

    Accelerating and automating signature collection is not enough. Learn about DocuSign's new document generation product. It's purpose-built for small and medium-sized businesses, and it enables sales teams to close deals faster by automatically generating polished agreements from Salesforce opportunity data in just a few clicks.

    [ Product ][ Beginner ][ Financial Services ][ Document Generation ][ Salesforce ][ HR ][ Legal ][ Sales ][ IT ]
  • Introducing DocuSign Agreement Cloud for Financial Services
    3:15 pm - 4:00 pm ─ Continental 1

    Elevate your financial services offering by simplifying and accelerating every point of agreement across the customer lifecycle, from account opening and customer service to lending and wealth transfer. Learn how DocuSign can simplify processes bound by regulations like KYC and capturing consent while delivering the digital, mobile-friendly experiences customers expect.

    [ Product ][ Intermediate ][ Financial Services ][ HR ][ Legal ][ Sales ][ IT ]
  • Success Workshop: DocuSign Solution Visioning and Use-Case Discovery
    3:15 pm - 4:45 pm ─ Continental 6

    NOTE: This session runs for 90 min. It can be hard to imagine all the ways your organization could be getting more value out of DocuSign today. Immerse yourself in the process of solution visioning in this hands-on session with our Agreement Experts. See how we run a use-case discovery workshop and come away with new ideas, best practices and tools to build your own strategic roadmap, along with a short list of priority use cases by industry.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Customer Success Workshop ][ eSignature ][ Contract Lifecycle Management ][ HR ][ Legal ][ Sales ][ IT ]
  • Optimize Your Mobile Signing Experience with Responsive Signing and Smart Sections
    3:15 pm - 4:00 pm ─ Continental 2

    One in three people sign their agreements on mobile devices. How does your mobile experience measure up? Learn how to improve your signing performance and completion rates by using Responsive Signing and Smart Sections with your existing agreements. Plus, we'll take it a step further on how you can use the DocuSign API for additional customization.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ Clickwrap Agreements ][ HR ][ Legal ][ Sales ][ IT ]
  • Unveiling the New DocuSign eSignature API Version 2.1
    3:15 pm - 4:00 pm ─ Golden Gate 6

    Learn the fundamental differences in integration options as well as new capabilities made possible in this updated version of the API. Get prepared to use the v2.1 API going forward for your new integrations.

    [ Developer ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ IT ]
  • Business Keynote: How Modern is Your Organization's System of Agreement?
    3:15 pm - 4:00 pm ─ Continental 4

    Wherever your organization may be on the path to modernizing your system of agreement, chances are there is room for improvement. Benchmark your progress with recent research from Forrester that illustrates how far along the maturity curve organizations are in automating and connecting the way they prepare, sign, act on, and manage agreements. You'll hear about the most common challenges laggards are facing, and the benefits mature leaders are realizing by modernizing their systems of agreement.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ HR ][ Legal ][ Sales ][ IT ]
  • Which Authentication Method is Right for Your Integration?
    3:15 pm - 4:00 pm ─ Golden Gate 8

    Learn which type of authentication to use for your integration. We’ll go over the three forms of OAuth DocuSign offers and provide guidelines and best practices for using grant, implicit grant, and JWT grant, along with primary use cases for each one. We will demo using Postman and our in-house App Launcher tool to illustrate the use cases and differences between them.

    [ Developer ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ IT ]
  • Smarter Agreements: Amplifying Efficiencies with Smart Technologies
    4:15 pm - 5:00 pm ─ Continental 2

    From advanced contract assembly, to AI-enhanced negotiation, to automated performance with smart contract code, the latest agreement tech offers dramatic business benefits—making agreements more optimized, accessible and comprehensible. Join legal leaders and tech experts to learn how you can incorporate these powerful technologies into your system of agreement.

    [ Business ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Customize How Your Brokerage Does Deals with Rooms for Real Estate
    4:15 pm - 5:00 pm ─ Continental 7

    It’s all about designing a process that accelerates and simplifies real estate transactions for your business. See the new ways you can customize and configure our Rooms platform to work harder for you and with the tools you already use. Our robust APIs can help you streamline the data flow from lead to close and reduce friction for less drama, more deals.

    [ Product ][ Intermediate ][ Real Estate ][ HR ][ Legal ][ Sales ][ IT ]
  • Banking Under Siege: Winning the Digital Fight
    4:15 pm - 5:00 pm ─ Continental 3

    Gartner predicts that most banks will be made irrelevant by 2030, as digitally savvy rivals from across industries gain market share. If you're not easy to do business with – via branch, mobile app, or whatever channel customers prefer to use – you risk becoming obsolete. Learn how a digital agreement process can become your competitive advantage in a world where customer experience is everything.

    [ Business ][ All Levels ][ Financial Services ][ eSignature ][ Sales ][ IT ]
  • Practical Guidance for Modernizing Your Contracting Processes
    4:15 pm - 5:00 pm ─ Continental 1

    The more automated, connected and mature your system of agreement is, the more benefits it delivers. But how do you get started building a blueprint for its digital transformation? Learn a practical, phased approach to modernizing every aspect of your system of agreement in order to achieve business outcomes through sell-side and buy-side contract examples. No matter where you are in your modern contracting journey, you'll take away clear next steps to implement in your organization.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Contract Lifecycle Management ][ HR ][ Legal ][ Sales ][ IT ]
  • Getting started with DocuSign for Salesforce
    4:15 pm - 5:00 pm ─ Continental 8

    If your organization uses Salesforce, but isn't yet using the DocuSign for Salesforce integration--or you're just getting started--then this session is for you. We'll introduce you to the magic of our purpose-built solution that automates agreement workflows to save time and reduce errors all while letting your employees stay and work in Salesforce. We'll explore how you can use DocuSign for Salesforce for a variety of agreements including Sales, Services, and even HR--spanning multiple Salesforce clouds.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Salesforce ][ Sales ]
  • Life Sciences Innovation: Navigating Regulatory Compliance with Confidence
    4:15 pm - 5:00 pm ─ Continental 9

    Life science organizations are under pressure to accelerate time to market while adhering to rigorous compliance standards. Learn how industry leaders are using DocuSign to modernize their systems of agreement and simplify validation, while accelerating processes for clinical development and distribution and reducing regulatory risk.

    [ Product ][ Advanced ][ Healthcare/Life Sciences ][ HR ][ Legal ][ Sales ][ IT ]
  • Schedule subject to change.
Thursday, June 13
  • Shaping the DocuSign eSignature Product Roadmap
    9:30 am - 10:15 am ─ Continental 5

    What's ahead for DocuSign's products and platform? In this interactive session, you'll go behind the scenes with our product management team to see what's in store for our near-term product roadmap and help us shape the future of the DocuSign Agreement Cloud.

    [ Product ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Capturing Customer Consent to Standard Terms with DocuSign Click
    9:30 am - 10:15 am ─ Continental 8

    We’ve all clicked the "I agree" button on a company's privacy policy or terms of service page. One click seems simple, right? But for organizations implementing them, these "clickwrap" agreements are typically more complex, incurring needless legal risks and costs. Learn about DocuSign Click, our new clickwrap solution that's simple to configure, deploy and manage for less risk, lower costs, and better customer experiences.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Clickwrap Agreements ][ HR ][ Legal ][ Sales ][ IT ]
  • Trust: The Year in Review and What to Expect in 2019-2020
    9:30 am - 10:15 am ─ Continental 3

    How have privacy, security, compliance, legality and risk evolved over that past year, and what changes can we expect in the near future? During this popular annual session, DocuSign Trust experts will discuss these basic elements of trust, what has changed, what's on the horizon, and what DocuSign is doing in response. We'll also provide trust-focused guidance to customers driving digital transformation with the DocuSign Agreement Cloud.

    [ Business ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Success Workshop: Creating a Learning Strategy for Your Organization
    9:30 am - 10:15 am ─ Continental 4

    Explore how to’s and best practices for developing an enterprise learning strategy as you interact with peers in this hands-on workshop led by our Learning Strategists. We'll share onboarding and enablement tips, and you'll come away with a prescriptive plan to effectively build DocuSign knowledge and expertise on your team.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Customer Success Workshop ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Using AI-Driven Analysis for 360-Degree Visibility into Your Contracts
    9:30 am - 10:15 am ─ Continental 7

    How quickly can you respond to contract inquiries and audits? What risks or opportunities are being ignored simply because you don’t have visibility into the agreements stored across your extended enterprise? Hear how Intelligent Insights powered by Seal Software employs machine learning and artificial intelligence to uncover deep insights into the agreements that drive your business.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Contract Search and Analytics ][ HR ][ Legal ][ Sales ][ IT ]
  • Accelerate Your Sales Cycles with the DocuSign Agreement Cloud for Salesforce
    9:30 am - 10:15 am ─ Continental 2
    Marina O'Mara

    Agreements are used throughout the sales process. When the way you prepare, sign, act on and manage those agreements is manual, paper-based or not fully integrated with Salesforce, the costs to your business are high. Even if you already use DocuSign for Salesforce, learn how our growing set of solutions purpose-built for Salesforce—including DocuSign eSignature, DocuSign Gen for document generation, and SpringCM for contract lifecycle management—can empower B2B sales teams to accelerate revenue, deliver better customer experiences and free up time for selling.

    [ Business ][ Intermediate ][ eSignature ][ Contract Lifecycle Management ][ Document Generation ][ Salesforce ][ Legal ][ Sales ][ IT ]
  • Engaging Students and Faculty with an Integrated Agreement Experience
    9:30 am - 10:15 am ─ Continental 1

    Leading educational institutions are building IT strategies that integrate systems and processes across the campus to increase engagement and connectivity for students as well as efficiencies for faculty and staff. Gain insights on the impact of an integrated system of agreement in higher education.

    [ Business ][ All Levels ][ Higher Education ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Developing for Responsive Signing
    9:30 am - 10:15 am ─ Golden Gate 8

    Learn the basics of a responsive signing experience. See the differences between responsive and traditional approaches, and gain an understanding of the applications of responsive signing. We will cover converting templates to responsive HTML and constructing a sender-defined HTML experience, as well as present code examples.

    [ Developer ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ IT ]
  • Serve People, not Paper: How to Modernize the Citizen Experience
    9:30 am - 10:15 am ─ Continental 9

    The government spends billions a year managing paper-based processes. But things are changing. With passage of the 21st Century IDEA, as well as numerous state and local laws, improving the citizen experience is no longer a choice. It’s a mandate. Learn how to digitally transform the entire agreement process for a better way to do business with the public.

    [ Business ][ All Levels ][ Public Sector ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Org Admin
    9:30 am - 10:15 am ─ Golden Gate 7

    Managing corporate users across your organization has gotten easier with Organization Admin APIs. Come learn how these powerful APIs can help you efficiently manage your users and their access to DocuSign.

    [ Developer ][ Advanced ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ IT ]
  • Bulk Sending with the DocuSign REST API 2.1
    9:30 am - 10:15 am ─ Golden Gate 6

    Learn about the new Bulk Send capabilities available in the DocuSign REST 2.1 API. In this session, we will walk through the differences between v1 and v2 endpoints and highlight customization options with tags and merge fields. Developers will also have the opportunity to test actual import files in session and learn more about forthcoming "batch status" details that will be available later this summer.

    [ Developer ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ IT ]
  • Introducing DocuSign Agreement Cloud for Government
    10:45 am - 11:30 am ─ Continental 9

    What is agreeable government, and why is it critical to mission delivery? Learn how the DocuSign Agreement Cloud for Government can simplify end-to-end agreement processes in the public sector, from improving the self-service citizen experience with digital forms, electronic signatures and payments to streamlining internal decision-making with redlining and advanced workflows.

    [ Product ][ Intermediate ][ Public Sector ][ HR ][ Legal ][ Sales ][ IT ]
  • Automate Your Workflows with Advanced Recipient Routing
    10:45 am - 11:30 am ─ Continental 7

    Setting up complex recipient routing workflows can be a very manual, time-consuming process. Learn how to reduce errors and save time by automating your existing workflows all in one place with Advanced Recipient Routing. We'll dive into our newest routing features, such as automatically routing envelopes to recipients depending on envelope data, or managing send times between recipients.

    [ Product ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Success Workshop: Realizing Value and Calculating ROI of DocuSign
    10:45 am - 11:30 am ─ Continental 5

    This hands-on workshop led by our team of strategic advisors will guide you through the process of calculating ROI for your existing DocuSign use cases using real-world scenarios and sample outputs. Take away valuable insights and gain the confidence to share the business value you're delivering with DocuSign. Plus, learn how to get the executive buy-in needed to secure additional budget to grow your DocuSign program.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Customer Success Workshop ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Introducing Identify and ID Verification: Reduce Your Risk for High-Value Agreements
    10:45 am - 11:30 am ─ Continental 8

    For the most important agreements in life, whether digital or not, identity verification is often required to prevent fraud. DocuSign Identify is our family of identification products offering a range of methods for verifying signer identities based on your unique business requirements. Learn how you can reduce risk, support compliance and delight customers with our latest Identify solution, DocuSign ID Verification, the digital way to verify real-world government-issued photo IDs and European eIDs.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Signer Identification ][ HR ][ Legal ][ IT ]
  • DocuSign Integrations: Architectural Guidance Best Practices
    10:45 am - 11:30 am ─ Golden Gate 6

    Explore different levels of integration and how their scope can either limit or enhance your growth and ROI. We will discuss the pros and cons of each level, identify the sweet spots for you to target when designing and building an integration, and share best practices to incorporate in your design.

    [ Developer ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ IT ]
  • Measuring Your Environmental Impact with DocuSign
    10:45 am - 11:30 am ─ Continental 2

    Saving paper means saving trees. Learn how to access your environmental impact stats in DocuSign eSignature and how you compare to various benchmarks. Hear how sustainability leaders like Walmart are using this data to promote corporate responsibility and drive competitive differentiation in their industries.

    [ Business ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • New Approaches to Agile Retail
    10:45 am - 11:30 am ─ Continental 1

    Retail is changing at an unprecedented rate to better serve customers. New systems and tools are available to streamline how departments do business, from HR to sourcing to sales, both in-store and online. Hear how other retailers are using DocuSign to match the pace of change, learn what use cases have had the greatest impact and dig into some surprising results.

    [ Business ][ All Levels ][ Retail ][ eSignature ][ Clickwrap Agreements ][ Guided Forms ][ Salesforce ][ Workday ][ SAP ][ HR ][ Legal ][ Sales ][ IT ]
  • Embedded Signing: Engineering a Seamless Signing Experience
    10:45 am - 11:30 am ─ Golden Gate 7

    This 60-minute hands-on workshop provides the steps to create embedded signing workflows that eliminate context-switching. Learn how to seamlessly embed the DocuSign API into your apps, websites and embedded systems to collect electronic signatures without needing to send the signer an email or direct them to an external URL.

    [ Developer ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ IT ]
  • The State of Contract Management in 2019
    10:45 am - 11:30 am ─ Continental 3

    Every year, SpringCM, a DocuSign Company, publishes 1st-party research on the state of contract management. In this session, you will get an early preview and hear key takeaways of the 2019 State of Contract Management Report. You'll learn what's on the horizon for contract management, as well as actionable steps to follow for properly managing your contract management processes.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Contract Lifecycle Management ][ HR ][ Legal ][ Sales ][ IT ]
  • No Woman Left Behind
    12:00 pm - 1:00 pm ─ Continental 5

    Join two innovative companies as they share perspectives on inclusion and diversity in the evolving digital workplace and tips to ensure no woman is left behind. During this panel session, leaders from DocuSign and Salesforce will reflect on recent workplace changes and dive deep into the catalysts and triggers behind the shifts. You’ll hear their personal stories and learn critical success factors for embracing change across an organization.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ HR ][ Legal ][ Sales ][ IT ]
  • Success Workshop: DocuSign Center of Excellence Design
    1:00 pm - 2:30 pm ─ Continental 4

    NOTE: This session begins at 1:00pm near the end of lunch and runs for 90 min. Interact with our team of Agreement Experts in this hands-on workshop to design a framework for the organization-wide adoption, optimization and evolution of your agreement processes using the DocuSign Agreement Cloud. Engage with peers on issues and pitfalls and learn best practices to overcome them, while you work alongside a Success Architect to develop your unique Center of Excellence vision and strategy.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Customer Success Workshop ][ Contract Lifecycle Management ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • ISVs Building Identification Modules: Integrate Your Proprietary ID Solution into DocuSign
    1:30 pm - 2:15 pm ─ Golden Gate 7

    DocuSign Identify now allows ISVs to integrate their proprietary ID technology into our signing ecosystem. Come learn about how to build interesting integrations where we can combine your ID solution to work alongside a DocuSign transaction.

    [ Developer ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Signer Identification ][ IT ]
  • Modernizing Real Estate Transactions for a Digital World
    1:30 pm - 2:15 pm ─ Continental 3

    In today’s world, buyers, sellers, brokers, agents, tenants, and property managers expect real estate agreements to be ready to go at any time. A modern real estate transaction must be a quick and seamless process for everyone involved. Learn how industry experts are leveraging the latest agreement technologies to grow their real estate businesses while enhancing the experience in this digital era.

    [ Business ][ All Levels ][ Real Estate ][ eSignature ]
  • DocuSign Admin: Organization-wide Controls for Consistency and Compliance
    1:30 pm - 2:15 pm ─ Continental 5

    Leverage powerful administrative tools that make it easier for you to manage your company's use of DocuSign. Learn how to control your corporate assets and users, unify your company's use of DocuSign and comply with corporate policies and auditing requirements using DocuSign Admin.

    [ Product ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ HR ][ Legal ][ Sales ][ IT ]
  • DocuSign for Salesforce: The Developer’s View
    1:30 pm - 2:15 pm ─ Golden Gate 6

    Learn how to write a custom Apex class that uses the Apex Toolkit to make calls to the DocuSign API from within Salesforce. We will demonstrate installing our new DFS Essentials package and, using our Apex Toolkit, provide an overview of some of the services the toolkit offers, and then demo an example of a custom class sending an envelope.

    [ Developer ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Contract Lifecycle Management ][ IT ]
  • Driving Patient Engagement with a Connected Experience in Healthcare and Life Sciences
    1:30 pm - 2:15 pm ─ Continental 1

    Learn from leading healthcare and life science organizations who are accelerating product development, reinventing patient care, and improving compliance. How? By implementing a purpose-built system of agreement to digitize and accelerate core processes.

    [ Business ][ All Levels ][ Healthcare/Life Sciences ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Tips and Tricks for eSign
    1:30 pm - 2:15 pm ─ Continental 6

    Are you making the most of your DocuSign eSignature subscription? In this session, learn tips and tricks to quickly leverage some of our most valuable features, including comments, bulk send, payments and conditional fields. Our goal is to help you uncover new use cases for eSignature adoption within your organization.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Customer Success Workshop ][ eSignature ][ HR ][ Legal ][ Sales ][ IT ]
  • Realizing the Future of Contract Management with Smart Technologies
    1:30 pm - 2:15 pm ─ Continental 9

    Learn how forward-thinking companies are going beyond traditional contracts to transform the way agreements are generated, negotiated, approved, and managed. See the future of agreements with voice-activated document generation, enhanced security via blockchain, easy workflow with email integration, and contract term recognition via AI.

    [ Product ][ Advanced ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Contract Lifecycle Management ][ Salesforce ][ HR ][ Legal ][ Sales ][ IT ]
  • Raise Your Mobile Game with the DocuSign iOS SDK
    1:30 pm - 2:15 pm ─ Golden Gate 8

    Meet DocuSign's native iOS SDK. Learn its primary use cases and how to integrate DocuSign workflows into an iOS app to optimize the user experience.

    [ Developer ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ eSignature ][ IT ]
  • Glimpse into the Future of Prepare and the Agreement Cloud
    1:30 pm - 2:15 pm ─ Continental 8

    Every agreement that ever receives a signature has to start somewhere, and the DocuSign Agreement Cloud is just the place to start. See how we’re bringing together document generation, collaboration, negotiation and online editing all in one digital place. Come learn how your organization can benefit from DocuSign’s agreement preparation tools.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Document Generation ][ Guided Forms ][ eSignature ][ Salesforce ][ HR ][ Legal ][ Sales ][ IT ]
  • Simplify How Signers Fill Out Complex Forms with Guided Forms
    1:30 pm - 2:15 pm ─ Continental 7

    Long, complex forms and questionnaires can result in errors, confusion, frustration or even abandonment of the agreement process altogether. See how to make them easier for signers to understand and complete with DocuSign Guided Forms powered by Intelledox. You'll learn intelligent, step-by-step guidance delivered in mobile-friendly, personalized experiences can boost your completion rates and drive better customer experiences.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Guided Forms ][ HR ][ Legal ][ Sales ][ IT ]
  • Success Workshop: Leading Change Within Your Organization
    2:15 pm - 3:30 pm ─ Continental 5

    NOTE: This session begins at 2:15 during the break and runs for 75 min. Change means different things depending on your goals, objectives, challenges, resources, and type of business. How you approach change can also be different. Whether you’re creating a governance plan and training cadence or ensuring that you’re working cross-functionally around the globe, driving a team to adopt a new process or technology is never easy. Our Agreement Experts guide you in this hands-on session, sharing change management best practices and lessons learned.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Customer Success Workshop ][ eSignature ][ Contract Lifecycle Management ][ HR ][ Legal ][ Sales ][ IT ]
  • Navigating Global Signing and Local Compliance with Signature Standards
    2:45 pm - 3:30 pm ─ Continental 9

    If you operate globally, there are often identity verification and signature standards compliance requirements to consider before you go digital with your agreements. Learn about the latest products and capabilities from DocuSign to support your growing business, including Standards-Based Signatures, EU-centric ID offerings, hybrid cloud capabilities, and signer-held certificates.

    [ Product ][ Beginner ][ Financial Services ][ Healthcare/Life Sciences ][ eSignature ][ Signer Identification ][ HR ][ Legal ][ IT ]
  • Taking a Pattern Approach to Application Integration Design
    2:45 pm - 3:30 pm ─ Golden Gate 6

    Learn the most practical ISV integration “solution patterns” for delivering the greatest value. The focus will be on matching your application style to the solution pattern, ensuring seamless setup and execution, as well as full round-trip transactions. We will cover configuring your IK, OAuth, create/send patterns, and connect/event notifications.

    [ Developer ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ IT ]
  • Closing the Experience Gaps in Consumer Sales
    2:45 pm - 3:30 pm ─ Continental 2

    Consumers are digitally savvy and have more options than ever, putting pressure on brands to deliver unique offerings that are consistently easy to interact with through any channel at any time. Learn how leading B2C sales organizations are using the DocuSign Agreement Cloud to deliver a modern consumer experience that is frictionless, builds loyalty and grows sales.

    [ Business ][ All Levels ][ Financial Services ][ Retail ][ Real Estate ][ eSignature ][ Clickwrap Agreements ][ Guided Forms ][ Salesforce ][ Legal ][ Sales ][ IT ]
  • Notarizing Agreements with DocuSign eNotary
    2:45 pm - 3:30 pm ─ Continental 3

    Even when agreements need to be signed in the presence of a notary, you can still deliver an efficient customer experience with DocuSign. Learn about DocuSign eNotary, discuss best practices for implementation and application with DocuSign eSignature, and get a sneak peek at plans for future product enhancements.

    [ Product ][ Beginner ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ HR ][ Legal ][ Sales ][ IT ]
  • DocuSign and SpringCM: Progress and Product Vision
    2:45 pm - 3:30 pm ─ Continental 8

    Innovative customers are already using SpringCM and DocuSign to build more modern systems of agreement. In this session, learn how these two offerings have come together since aquisition to help customers accelerate digital transformation of agreements and hear what our product team is working on next to bring even greater productivity and efficiency to the entire agreement process.

    [ Product ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ Contract Lifecycle Management ][ HR ][ Legal ][ Sales ][ IT ]
  • Introducing the DocuSign Agreement Cloud for Higher Education
    2:45 pm - 3:30 pm ─ Continental 7

    Delivering a seamless agreement experience for students and faculty requires an integrated, intelligent administrative tech stack. Come hear how DocuSign's partner ecosystem is expanding with new partners and pre-built integrations

    [ Product ][ Intermediate ][ Higher Education ][ HR ][ Legal ][ Sales ][ IT ]
  • DocuSign Connect: Overview and New Features
    2:45 pm - 3:30 pm ─ Golden Gate 8

    Learn about all the new capabilities enabled by DocuSign Connect. HMAC signatures can be set up in mere minutes and guarantee authenticity and payload integrity. Send-Every-Message is a new standard for making events predictable. Admin notifications tell you when there is an error. See what’s new with Connect and get a sneak peek at what’s coming next.

    [ Developer ][ Intermediate ][ Financial Services ][ Retail ][ Healthcare/Life Sciences ][ Public Sector ][ Real Estate ][ Higher Education ][ IT ]
  • Schedule subject to change.
Activities
The Momentum agenda isn’t all business. There has to be some fun too. And there is, from a fun run to Yoga and a party you won’t want to miss... You’re in San Francisco, after all, have some fun.
Tuesday, June 11
  • Friends of the Urban Forest
    9:00am - 1:00pm

    Friends of the Urban Forest helps individuals and neighborhood groups plant and care for street trees and sidewalk gardens in San Francisco. Come help us support our DocuSign mission and give back to the city by planting trees. We will gather in the Hilton Hotel lobby and shuttle to a local neighborhood where we will learn to plant and care for these trees. A shirt, drinks, and snacks will be provided and the event is a half day experience.

    Space is limited and requires sign-up. If you’ve already registered to attend DocuSign Momentum, sign-in with your user name and password to sign up. Or register now.

Wednesday, June 12
  • Sunrise Run/Walk Across the Golden Gate Bridge
    5:00am - 7:00am

    Come join us for a sunrise run across the iconic Golden Gate Bridge on Wednesday, June 12th. Not a runner, that’s okay, feel free to walk or jog 1.5 miles across (3 mile round trip). We will depart from the Hilton Hotel lobby at 5:00am and shuttle to the start of the bridge. This is a view you will not want to miss!

    Golden Gate Bridge Run/Walk is at capacity.

     
    Braindate
    11:00am - 2:00pm

    Braindate is a feature in the Momentum mobile app that allows you to connect with your peers and DocuSign experts on topics you’re interested in. Once you download the Momentum app on site, you can explore the topic market or post your own topics in Braindate. Book Braindates with small groups or individuals, and share ideas and information when you meet up at the Braindate lounge.

Thursday, June 13
  • Yoga
    5:30am - 7:30am

    Need to unwind after your event filled week? Join us for a morning yoga session on Thursday, June 13. A certified Yoga instructor will guide the group in mindful meditation, while stretching and working your muscles. We will gather in the Hilton Lobby and shuttle to a yoga studio where mats, towels and water will be provided.

    Sorry, Yoga is at capacity.

     
    Braindate
    9:00am - 4:00pm

    Braindate is a feature in the Momentum mobile app that allows you to connect with your peers and DocuSign experts on topics you’re interested in. Once you download the Momentum app on site, you can explore the topic market or post your own topics in Braindate. Book Braindates with small groups or individuals, and share ideas and information when you meet up at the Braindate lounge.