Often, in the process of developing automation on the DocuSign platform, we recommend that our customers use a DocuSign Template, even in scenarios when the API will be used to integrate with DocuSign. However, there are a few caveats about DocuSign Templates that you should be aware of. These caveats are sometimes not very well understood or even addressed purely through the use of the DocuSign features. In our post today we cover how our staff uses particular methods to address these caveats and gotchas.

Companies and organizations who’ve started their Digital Transformation often wish to bring about change in a controlled environment, gather the results, make any corrections before expanding the process, before applying it organization-wide.  This is not only a sound approach, it’s a well understood pattern for ensuring adoption of a solution. In this post, I’ll outline the ValTeo Digital Transaction Management Maturity Model© that can be used to not only gauge the stage of transformation for your organization, but to plan the next steps and better understand what value a fully digital business holds for you in the future.

You’ve realized that in order to stay ahead of the competition and help scale your organization, you need to take your company through a Digital Transformation with a focus on automating your transactions’ approvals and closing, your Digital Transaction Management. You also know the role DTM plays in your organization’s transformation and how it differs from Paperless process initiatives of days past. Now you’re planning the transformation, how you’ll manage the change, and demonstrate success. But how do you plan for this? What tools do you use to ensure success? Starting with this post…