12/07/2024 | News release | Distributed by Public on 13/07/2024 06:25
When you need to find an agreement, how many places do you check? Are your organization's agreements spread out across multiple cloud storage locations, email inboxes, local desktops, and filing cabinets? Even if you find the agreement you need, are you ever less than confident that it's the most recent agreement with a particular party?
No organization intentionally designs its agreement storage process to be that complicated. But with so many teams creating, signing, and managing agreements, employees inevitably prioritize convenience over visibility. It doesn't have to be that way.
Eliminate agreement sprawl once and for all
The solution to that messy agreement sprawl is a single digital repository that every employee uses to manage agreement work. When no agreements ever leave that designated repository, no agreements go missing. Docusign Navigator is our solution to the problem of missing and hard-to-find agreements. It's an integral part of the Docusign Intelligent Agreement Management (IAM) platform.
With Docusign IAM, all existing eSignature agreements are automatically stored in Navigator. All new agreements signed are automatically stored in Navigator too. But what about the ones completed before you started using eSignature? What about the ink-and-paper copies stored in drawers or the Word files kept on your local desktop?
We know that collecting agreements and converting them to digital files is intimidating. Many teams dream of eliminating frustrating agreement searches by implementing a central digital repository, but the work involved in setting it up is a nonstarter.
Here's the good news: Navigator comes with a built-in tool to import existing agreements in almost any file type. It's the easiest way to stop asking "Where's my agreement?" and get fast answers to "What's in my agreements?"
Docusign AI within Navigator digitizes and organizes legacy agreements
We know how daunting digitizing your agreement portfolio can be. That's why Navigator includes access to our Upload Center which is designed to make this transition as easy as a few clicks. All your team needs to do is upload existing agreements, and Navigator can transform them into digital data points that can be searched, analyzed, and implemented. These agreements can be in file types compatible with common agreement tools (e.g., DOC, DOCX, PPS, PPSX, PPT, PPTX, RTF, WPD, XLS, XLSX). They can also be image files made by scanning physical documents or uploading digital files (e.g., PDF, JPEG, PNG, TIFF).
Simply click on "Upload documents" from the Navigator menu and select the legacy agreements from local storage. These uploads can be done in batches (if an Admin has granted permission) or one agreement at a time. Once uploaded, agreements are processed by AI, which extracts valuable data points from them, which can be used for searching, filtering, and analysis.
Once uploaded, your agreements can be viewed in full. The essential attributes (party names, agreement type, monetary values, dates, etc.) are clearly visible so you can sort information or answer critical business questions right away.
Unlock the full potential of your digital agreement repository
When your agreements that were completed outside of Docusign have been added to your existing Docusign agreements in Navigator, we've got tips to make sure your team is getting value as soon as possible:
Navigator is just one of Docusign IAM's platform services. It's available now in the U.S. and will expand to more geographies later this year.
Looking to transform the way you create, commit to, and manage agreements? Learn about intelligent agreement management and Docusign IAM.