Uploaded June 2026 | Updated September 2026, 1 week ago

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In this video, learn how to streamline your audit preparation by creating custom agreement types, training Docusign AI to extract custom fields like volume discounts, and building a dedicated dashboard to export compliance data for auditors quickly.

View the full series: youtube.com/playlist?list=PLllMTiuDU7qbtNTGgk-aVpmlRws5QqHul

Visit Docusign University for more in-depth, complimentary training: dsucustomers.docusign.com

Visit the Docusign Knowledge Market for additional tools and best practices: dsucustomers.docusign.com/page/all-courses#content-types_best-practice-guide,content-types_template-sample,content-types_workflow-sample

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