Learn how to create and share an agreement set, add agreements to a set, and set up users to manage sets.

Learn about building an end-to-end process from generation to storage for HR agreements. Discover pre-built integrations and extension apps commonly used, and more.

Gain an understanding of the topics covered on the Certified Docusign eSignature Administrator exam. Explore sample exam questions, assess your knowledge, and learn more about recommended study resources.

Learn about Docusign Maestro, including how to plan for, create, use, and manage Maestro workflows.

Learn the basics of how to send, sign, and manage digital agreements.

Learn how to manage agreements using Docusign CLM.

Learn how to locate, review, and validate agreements in Docusign Navigator.

Learn how to perform account setup tasks including account security settings, identity verification configuration options, and creating custom branding.

Learn how to collaborate on agreements and manage agreement approvals with Docusign Agreement Desk

Learn how to manage document templates and generate agreements faster.

Gain an understanding of the topics covered on the Certified IAM Implementation Consultant exam. Explore sample exam questions, assess your knowledge, and learn more about recommended study resources.

Join an experienced Product Trainer for a live demo of an end-to-end IAM solution for managing sales contracts.

Turning post-signature agreement data into scalable, automated action across systems remains a key challenge. Learn how to use Docusign to centralize agreement data, apply AI-powered extractions, and trigger event-driven workflows—unlocking real-time insights, automation, and AI-ready architectures.

Key Takeaways:

• See how to leverage structured agreement data post-signature with Navigator API for downstream systems and analytics.
• Learn how to trigger real-time workflows with APIs and events throughout the agreement lifecycle.
• Discover how to customize AI extractions for your unique business needs.

Stop getting buried in redlines. See how legal and business teams use Docusign AI-Assisted Review directly in Microsoft Word to flag issues early, follow playbooks, and capture exceptions—before hidden risk shows up after signing.

Key Takeaways:

• See real examples of AI-Assisted Review in action.
• Learn where AI fits best in review and negotiation workflows.
• Gain practical skills to scale collaboration and speed across your team’s agreements.

Tired of chasing approvals and rekeying data? See how enterprise customers use the CLM/Ariba integration to simplify sourcing, reduce errors, and streamline Procurement–Legal workflows. Learn practical strategies and see real results from those who’ve made it work.

Key Takeaways:

• Shorten sourcing-to-signature cycles by automating handoffs and syncing key data.
• Reduce errors and manual touchpoints with standardized processes and workflow rules.
• Apply tested best practices from the field, including governance, status tracking, and edge-case prep.

Disconnected systems slow deals today—and limit what’s possible tomorrow. This session shows how connecting Docusign with Salesforce creates a smoother path from opportunity to signature, while setting teams up for what’s next with Agentforce. Learn how organizations have streamlined contracting, removed manual steps, and improved visibility in quote-to-cash processes.

Key Takeaways:

• See how Docusign and Salesforce work together to speed deals and reduce manual work.
• Learn how connected agreement data improves visibility and collaboration.
• See how today’s integrations prepare teams for Agentforce and future automation.

Trust and security are business imperatives in a digital-first world. Learn how Docusign’s federated identity approach lets users prove their identity once and interact securely across multiple platforms, partners, and agreements—simplifying compliance, reducing friction, and strengthening trust.

Key Takeaways:

• See how identity proofing, authentication, and dynamic risk assessments can streamline interactions.
• Learn how Docusign connects disparate digital identities at scale for a seamless, secure experience.
• Walk away with practical strategies to enhance security, reduce friction, and strengthen trust in your transactions.

What can agreements reveal about business performance? Deloitte and Docusign surveyed over 1,400 leaders to uncover how AI-powered agreement management drives results. Learn how organizations turn agreement intelligence into faster sales, smoother procurement, better HR onboarding, and improved customer experiences.

Key Takeaways:

• Discover how AI accelerates sales, procurement, HR, and customer workflows.
• Learn why high-performing organizations credit agreement management as a strategic advantage.
• See practical ways to apply AI insights to improve your own agreement processes.

Sometimes “just how we do things” comes with a hidden price. Learn how a government agency transformed manual student consent forms into a streamlined digital process with Docusign eSignature—cutting completion time significantly, boosting compliance, and improving stakeholder experience.

Key Takeaways:

• See how rethinking a single process can activate value across multiple departments.
• Learn how digital workflows accelerate completion, improve compliance, and reduce friction.
• Discover a practical blueprint for challenging administrative habits in your organization.

Struggling with slow contract initiation, manual edits, and back-and-forth during the agreement phase? This session explores how sales teams can accelerate deal momentum by simplifying how agreements are created, customized, and approved—so reps spend less time managing documents and more time closing business.

Key Takeaways:

• Streamline agreement creation while maintaining flexibility and compliance.
• Reduce time spent preparing, revising, and coordinating agreements.
• Help sellers initiate accurate, ready-to-send agreements faster—without added risk.

Sales teams need fast answers, not slow searches. This session shows how Docusign Iris, our agreement AI engine, helps you quickly find critical agreement info, cut decision delays, and keep deals moving—making contract data work for you, not against you.

Key Takeaways:

• Learn how to get the right agreement info quickly to keep deals moving.
• See how smarter search reduces back-and-forth and saves seller time.
• Discover practical ways to turn agreement data into actionable insights.

Account updates don’t have to be slow and error-prone. Learn how leading financial institutions use Docusign to turn manual, high-friction processes into secure, automated digital experiences—reducing errors, speeding updates, and improving the customer experience.

Key Takeaways:

• See how automated forms and real-time validation speed account maintenance.
• Learn how embedded identity and compliance checks reduce errors and fraud.
• Discover how straight-through processing cuts costs, bottlenecks, and ensures compliance.

Agents have transitioned from experimental concepts to essential productivity accelerators. Docusign is empowering developers to build custom, end-to-end agent experiences by extending native capabilities like extractions and by integrating external agents via the MCP server.

Key Takeaways:

• See how agentic workflows can summarize agreements and trigger actions across systems.
• Learn how to integrate external agents via MCP server to enable secure, natural-language interactions with agreement data.
• Discover how Docusign is evolving the platform to enable trustworthy agents at scale.

Agreements can slow operations—but they don’t have to. Learn how integrating Docusign with ServiceNow automates workflows, speeds service delivery, and reduces overhead. See how leading organizations transform employee and customer experiences with connected, intelligent automation.

Key Takeaways:

• Learn how intelligent agreements streamline processes directly in the flow of work.
• See AI-driven routing, decisioning, and recommendations in action inside ServiceNow.
• Discover practical ways to improve operational efficiency and employee and customer experiences.

Modern enterprises manage thousands of agreements across procurement, R&D, legal, sales, and beyond. In this session, learn how leading organizations are taking an enterprise-wide approach to contract management—breaking down silos, standardizing processes, and improving visibility across the business. We’ll explore how a unified platform can help streamline operations, reduce risk, and enable teams to move faster with confidence at global scale.

Key Takeaways:

• Learn how organizations standardize and scale agreement processes globally.
• Discover how to gain enterprise-wide visibility, governance, and actionable insights.
• See how a unified approach drives compliance, agility, and stronger business outcomes.

See how Docusign is transforming the hire-to-retire journey. Explore a full workflow in action, with centralized agreement views, AI-assisted summaries, Workday integration, and Workspaces that deliver faster, smarter, and more seamless employee experiences.

Key Takeaways:

• Learn how Docusign's HR solutions centralize agreements and extract key clauses.
• See AI-assisted summaries and Workday write-back in action to keep HR records accurate and accessible.
• Discover practical ways to streamline workflows and improve employee experiences.

“Who’s got the contract?” It’s a question that slows deals down. When legal and sales aren’t aligned before signature, delays and confusion take over. See how organizations cut bottlenecks, improved visibility, and sped up deals with a shared workflow through a real-world example and live demo.

Key Takeaways:

• Learn how a shared intake and review process keeps legal and sales aligned.
• See how real-time contract status helps sales move deals forward faster.
• Understand how automation reduces manual effort while maintaining compliance.

Are your organization’s agreement requests getting lost in the “black hole” of email and chat, slowing deals and causing confusion? This session shows how to build a clear entry point for requests, with structured intake, smart routing, and real-time visibility from request to signature.

Key Takeaways:

• Learn how to replace ad hoc requests with a simple, consistent intake process.
• See how orchestrated workflows keep legal, sales, and procurement stakeholders aligned.
• Understand how visibility into ownership and status helps agreements move faster.

Patient intake isn’t one-size-fits-all. This session shows how healthcare organizations can move from manual forms to seamless, automated intake experiences. Explore how Docusign simplifies compliance, boosts staff efficiency, and improves the patient experience at every stage.

Key Takeaways:

• Learn the patient intake maturity journey, from basic e-signatures to advanced automation.
• See how modular solutions streamline multi-document management and cross-system workflows.
• Discover practical ways to improve compliance, efficiency, and patient satisfaction at every stage.

Agreement management is moving into the systems where work happens—CRMs, procurement platforms, and custom apps. Explore how Docusign enables builders to create compliant, extensible workflows and trigger them with APIs. Through real-world architecture patterns and technical walkthroughs, we’ll show how builders connect data, reduce manual data entry, automate workflows, and scale with speed and control.

Key Takeaways:

• See how to integrate end-to-end systems across upstream and downstream applications to reduce manual, duplicative data entry and copy/paste errors.
• Learn how to modernize with Data Verification (DV) using out-of-the-box and custom DV extension apps to improve agreement quality.
• Discover how to embed agreement workflows into your apps to connect broader business process

Stop losing track of signed agreements. In this hands-on session, legal and finance teams learn how to use Docusign to capture the right data, find key terms fast, and create a shared source of truth. No technical experience required.

Key Takeaways:

• Build an agreement intake form and simple custom extractions.
• Quickly find clauses, obligations, and renewal dates.
• Reduce audit stress, missed renewals, and last-minute fire drills.

Lost deadlines, missed obligations, and scattered vendor agreements slowing your procurement team? This session shows how to centralize and orchestrate all vendor agreements, track commitments, and take action efficiently—so nothing slips through the cracks.

Key Takeaways:

• Learn how to automatically capture and track every vendor obligation across agreements.
• See how centralized workflows and a party hub reduce manual work, errors, and missed deadlines.
• Discover how AI and business rules can trigger downstream actions enabling greater control, compliance, and value.