Reduce manual tasks to maximize efficiency
To maximize productivity organizations need tools that can eliminate manual workflows and streamline processes so, DocuSign is introducing key features to do like :
Pre-fill field
Customers were looking for ways to complete fields on documents that they were sending, but didn’t need to be signed. For example, you want to send an IT asset management form: you need to pre-fill information like the asset category, serial number and model number, and want the fields fully visible to the signer but don’t need to actually sign the form. Instead of sending the envelope to yourself to fill in the fields, you can:
- Select the document
- Drag & Drop the pre-fill fields and fill them in
- And hit send
Bulk import contacts
Recently DocuSign launched Bulk Import Contacts, a new feature that allows you to save time by using a CSV file to upload up to 500 contacts at a time – no more manually adding contacts one by one
Agreement Actions
Now, DocuSign have three new enhancements to Agreement Actions, which will enable you to:
- Export data to Excel Online in addition to Google Sheets
- Set up agreement rules to archive to Google Shared Drives in addition to a personal Google Drive if you are an administrator.
- In addition, when archiving, users can improve organization with the ability to group all documents associated with an envelope into a zip file.
More visibility and flexibility to keep business moving
Bulk send management
New features for DocuSign is you can send abundance document (bulk send) so you can send the same agreement to hundreds of people at a time – all in one swift action in same time you be able to work more efficiently.
Recently, DocuSign also launched Bulk Send Management, which allows for easier tracking and management of envelopes sent within a bulk send “batch.” Now you can get better visibility into the essential information around your batches and envelopes, like the number of envelopes successfully sent and the number failed. This allows you to take swift action such as resending to signers that didn’t receive the agreement.
Delegated signing
With Delegated Signing, signers can delegate signing authority to another user in the event they are unavailable to sign. A signer simply needs to go into their settings, choose who they want to delegate to and for what time frame (much like an out of office). If an agreement comes through during that time frame the delegate would receive the email to sign on behalf of the delegator and can sign to keep the agreement process moving forward.
DocuSign eSignature for Microsoft Teams Approvals
Find out more about DocuSign pricing and plans by drop us an email at info@bintara.com.my or contact us here.