Docusign IAM | Workspaces

Bring people, agreements, and information together

Handle agreements for multi-step transactions more efficiently.

Bring clarity and collaboration to your complex agreements

Workspaces simplifies multi-step transactions by centralizing all agreements in a secure, collaborative hub. Whether your customers are opening a new investment account or enrolling in college, Workspaces removes the hassle, allowing them to focus on important moments while helping your business grow through lasting relationships.

Simplify customer experience

Minimize customer frustration and make it easier for customers to keep track of all documents and notifications for a transaction.

Enhance collaboration

Keep everyone on the same page by bringing the right people, documents, and forms together in one place to get work done.

Accelerate agreements

Save time, eliminate rework, and bring clarity to your workspace with an efficient and organized process.

Ensure security

Give customers confidence their transactions are secure with authentication and permission controls, so no one sees things they shouldn't.

How do organizations like yours use Workspaces?

Account/policy onboarding
Account maintenance
Patient authorization forms
Parent consent forms
HR policy updates

I loved being able to have each person's documents in a centralized space for easy tracking and reporting. Instead of wasting time chasing down files, I could simply click a name and instantly access every document they completed. Workspaces streamlined our workflow and made everything more efficient.
Shamerra Smith
Morgan State University