eSignatures (DocuSign) User Interface Changes – May 2024
DocuSign recently announced changes and enhancements that will gradually be rolled out to Production in May 2024. All changes and enhancements are available in the Sandbox environment.
Changes to Global Header Tabs
- Renaming of Manage to Agreements
- Removal of the Transactions and Forms tabs
New Transactions can be started from the home page or found under the Agreements tab.
Forms has been renamed to Web Forms and can be found under the Templates tab.
View of home page with updated global header tabs. Transactions can now be started from the home page.
Transactions can also be started under the Agreements tab
Forms (now Web Forms) can be found under the Templates tab
General user interface refresh
Most of the DocuSign interface has a slightly updated look and feel. Included in this refresh is a change of the envelopes lists, templates lists, and web forms lists to be paginated instead of an infinite scroll pattern.
New Functionality — Web Forms
DocuSign now provides Web Forms. This functionality enables users to transform a template into a responsive form for your recipients to complete and sign. As the web form builder, the user is not the sender but can reassign the sender role to another person or authorize yourself.
Additionally, users who have the ability to create web forms will be able to copy an existing web form configuration. Once created, the new web form can be modified independently of the original form.
More information on how to use web forms can be found in DocuSign Support.
New Support Pop-ups
The DocuSign user experience now includes pop-ups for new DocuSign services, e.g.Intelligent Agreement Management, that are not available in our environment.
Additionally, some new instructional pop-ups will lead a user through a process that doesn’t correspond to the access configurations in the UW account. We recommend dismissing irrelevant pop-ups for the time being. Our team will address this with the vendor.
Thank you for using eSignatures. Please don’t hesitate to contact us with any questions.