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EDU - IAM Interactive

Brian Stivers

Created on August 22, 2024

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Transcript

Create

Forms

Capture data and dynamically populate content into agreements for signature in one easy-to-use interactive experience

DocGen

Generate and send personalized agreements with document generation for eSignature

Negotiate

Redline contracts with using contract management software. Track and manage all redlines, compare versions and keep the contract process moving

Commit

ID Verification

Verify signer identity beyond the standard practice of clicking an emailed link.

eSignature

Make your Campus faster, simpler and more cost-efficient with electronic agreements. Agree with confidence, with intuitive signing experiences across virtually any device.

Manage

Obligations & Renewals

Track specific contractual commitments

Review & Negotiate

Collaborate and negotiate faster

Centrally store, manage, and analyze agreements with help from AI

Docusign Navigator

Use AI to help you locate documents with ease, surface key agreement information and develop a clearer picture of your contractual relationships

Top Features

See Demo

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

Click Through

Docusign Maestro

Your form workflows simplified

Easily build and deploy customized workflows that automate and accelerate your agreement processes without writing any code. Extend your form workflows by connecting partner apps through the Docusign App Center.

✔️ Work Smarter and Faster

✔️ Increase Visibilility

✔️ Lower Cost

✔️ Improve Student Experience

Click Through

See Demo

Docusign App Center

Customize and extend your form processes

Top Features

Connect the tools of your trade within Docusign to make everything faster, easier and more automated. Discover and install partner apps in Docusign App Center.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

See Demo

Featured Apps

Docusign AI

Transform static data into insights

Infuse intelligence into every document stage. Create contracts faster, negotiate smarter, and leverage insights. Simplify agreements with AI summaries and highlights for clear understanding. Quickly find agreements, key dates, and terms for better decisions.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Boost productivity Insitution-wide

✔️ Accelerate contract review and completion

✔️ Drive smarter business decisions

✔️Automate compliance and reduce risk

Docusign for CX

Experience secure, hassle-free agreements

Turn cumbersome contracting processes into smooth and engaging customer journeys.

Top Features

✔️ Save time and reduce errors

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Meet Students where they are

✔️ Verify signer identity

✔️Quickly collect signatures

Click Through

Docusign for Sales

Maximize seller productivity with better agreement processes

Accelerate the sales lifecycle with agreement automation, AI and analytics. Streamline deals with smart integrations into your CRM, dynamic templates and a searchable repository.

Top Features

✔️ Empower sellers to execute faster

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Accelerate deal velocity

✔️ Make smarter decisions

✔️Collaborate with visibility

Click Through

Web Forms

Make form filling and signing a breeze

Capture data and dynamically populate content into Forms for signature in one easy-to-use interactive experience.

Top Features

✔️ Streamline data collection and accelerate signing

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Accelerate Form completion

✔️ Deliver trusted experiences for your students

✔️ Unlock the value of your data

See Demo

Web Forms

Make form filling and signing a breeze

Capture data and dynamically populate content into Forms for signature in one easy-to-use interactive experience.

Top Features

✔️ Streamline data collection and accelerate signing

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Accelerate agreement completion

✔️ Deliver trusted experiences for your students

✔️ Unlock the value of your data

See Demo

Review / Negotiate

Collaborate and negotiate faster

Top Features

Keep everyone on the same page and bring teams together to get contracts done faster.

✔️ AI assisted review to easily locate key dates & terms

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Real-time document Comment collaboration

✔️ Internal and external review/edit with version control

✔️ Microsoft Word and Google Docs integration for edits

See Demo

Review / Negotiate

Collaborate and negotiate faster

Top Features

Keep everyone on the same page and bring teams together to get documents completed faster.

✔️ AI assisted review to easily locate key dates & terms

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Real-time document Comment collaboration

✔️ Internal and external review/edit with version control

✔️ Microsoft Word and Google Docs integration for edits

See Demo

Document Generation

Easily generate agreements

Leverage templates to generate custom, accurate and professional-looking agreements in seconds, adding flexibility, speed and compliance to your agreement process.

Top Features

✔️Prepare agreements with ease

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Accelerate the agreement process

✔️ Promote accuracy and compliance

See Demo

Document Generation

Easily generate agreements

Leverage templates to generate custom, accurate and professional-looking agreements in seconds, adding flexibility, speed and compliance to your agreement process.

Top Features

✔️Prepare agreements with ease

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Accelerate the agreement process

✔️ Promote accuracy and compliance

See Demo

Docusign ID Verification

Know who you’re doing business with

Top Features

Docusign Identify makes identity proofing and authentication a seamless part of eSignature—so you can protect your important agreements, and your student experience.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

Click Through

See Demo

Docusign ID Verification

Know who you’re doing business with

Top Features

Docusign Identify makes identity proofing and authentication a seamless part of eSignature—so you can protect your important agreements, and your student experience.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

Click Through

See Demo

Document eSignature

Easily send and sign documents with Docusign eSignature

Top Features

Make your campus faster, simpler and more cost-efficient with electronic agreements. Agree with confidence, with intuitive signing experiences across virtually any device.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

See Demo

Document eSignature

Easily send and sign documents with Docusign eSignature

Top Features

Make your campus faster, simpler and more cost-efficient with electronic agreements. Agree with confidence, with intuitive signing experiences across virtually any device.

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

See Demo

Reporting & Analytics

Reporting, dashboards and analytics that provide actionable insights

Offers key metrics and indicators for business success. With real-time alerts, automated reports, and risk insights, all business segments can access crucial information for smart decisions.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Extract, analyze and report on key agreement data

✔️ Automate notifications of renewals & expirations

✔️ Know the status of your agreements

✔️ Reduce risk and create a proactive security posture

See Demo

Reporting & Analytics

Reporting, dashboards and analytics that provide actionable insights

Offers key metrics and indicators for business success. With real-time alerts, automated reports, and risk insights, all business segments can access crucial information for smart decisions.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Extract, analyze and report on key agreement data

✔️ Automate notifications of renewals & expirations

✔️ Know the status of your agreements

✔️ Reduce risk and create a proactive security posture

See Demo

Renewals & Obligations

Track specific contractual commitments

You can capture and report on obligations such as payment due dates, contract terms, renewals, and certificate of insurance requirements. Obligation management helps to reduce risk both pre and post signature.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Agreements Expiring Soon

✔️ Agreements Approaching Renewal

✔️ Upcoming Obligations

See Demo

Renewals & Obligations

Track specific contractual commitments

You can capture and report on obligations such as payment due dates, contract terms, renewals, and certificate of insurance requirements. Obligation management helps to reduce risk both pre and post signature.

Top Features

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Agreements Expiring Soon

✔️ Agreements Approaching Renewal

✔️ Upcoming Obligations

See Demo

DocuSign CLM

A better way to manage your contracts

Contracting processes can be complex, inefficient and costly. Whether you’re closing the next big agreement with a partner or purchasing something your institution needs, Docusign CLM makes the process easier, faster and less risky.

Top Features

✔️ Create contracts with ease

  • Automatic sync with Docusign eSignature
  • Bulk agreement upload
  • Comprehensive search powered by AI-driven data extractions
  • Agreement access permissions
  • Simplified renewal tracking
  • Agreement reminders
  • Out-of-the-box reporting

✔️ Collaborate and negotiate faster

✔️ Automate contract workflows

✔️ Manage contracts in one place

✔️ Uncover opportunities, risks and trends

See Demo