How Are Organizations Simplifying Multi-Document Transactions with Docusign Workspaces?

Large deals that involve multiple agreements can be arduous. They often involve piles of documents, multiple people, endless emails and plenty of frustration. In fact, Docusign data shows 38% of agreements sent annually with Docusign are just one step in a series of documents that need to be completed for one end-to-end transaction. That means teams are constantly chasing signatures, re-entering the same information, and sending reminders just to keep things moving.

Docusign Workspaces changes that. 

Workspaces is a centralized space that brings people, agreements and information together for simplified document and activity tracking and real-time collaboration. Every document, participant, and action is together in one secure hub so teams can track progress, collaborate in real time, and move processes forward. No more lost attachments, out-of-order notifications, or duplicated effort—just smoother transactions and happier customers.

What can customers expect with Workspaces?

With Workspaces, customers enjoy: 

• Easier collaboration. With a shared view into the transaction, participants can upload documents, message one another, and quickly find the information they need to wrap up the agreement in real-time. The chat functionality ensures that as questions arise, they can be posed right within the Workspace instead of needing to revert to email.

• Centralized information. All forms, notifications, and agreements come together in a one-stop shop to complete a transaction. Email notifications are streamlined to the end user for all actions they need to take in a Workspace. 

• Increased efficiency. Preparers can create a repeatable Workspace template for common transactions. Then, for each new customer, preparers can use the framework already in place for common forms, upload requests, and more. And coming soon, Workspaces will offer data pre-fill functionality for participants and preparers so that customers can reuse data across forms and documents within a Workspace. Users never have to enter the same information twice.

• Security. With authentication, verification, and permission controls, preparers ensure only the right people have access to each Workspace. With the ability to set controls for each individual document within a Workspace, no one sees documents they shouldn’t.

What are some examples of different industries using Workspaces?

Let’s take a look at some examples of how different organizations are using Workspaces.

Financial services and insurance

Workspaces is driving immense value with compelling applications throughout the financial services sector. One example of this is in the wealth management space. Wealth advisors are tasked with providing personalized and engaging client experiences, especially when opening new financial accounts. However, there is a high administrative burden in gathering new forms for the right types of accounts, requesting supporting financial documents, and gathering signatures. Further complications could include the advisor needing authorization to open a new account on behalf of the client. Or, if the account is shared, multiple signatures might be required. Ensuring that the advisor is providing one place for all forms, supporting documents, and verifications allows them to focus on providing more engaging customer experiences, rather than being bogged down with manual and administrative tasks.

Or let’s look at a home loan. When the loan is originated, the loan officer requests pay stubs, previous years’ tax forms and additional financial statements to prove a home buyer’s income, assets, debts, and identity. Lenders require government IDs, pension and retirement income, credit reports, employment verification letters and more, and the checklist of documents varies based on location and the type of loan. Compiling all of this information into one place is essential to ensuring the loan approval process stays on track. 

Insurance providers also have a need for Workspaces. They require the signing of various disclosure forms and acceptance and acknowledgement of policy documentation as part of onboarding. If and when an insurance claim is made, processing the claim requires additional documentation, often across multiple parties such as a flood remediation vendor, a health and safety inspector, a specialized tradesman like an electrician, and more. For an insurance claim to be successfully executed, each step of the process must be completed in order and in a timely manner. 

Healthcare

Healthcare is another industry where Workspaces can have a significant impact. Physicians spend a significant portion of their day addressing administrative tasks, authorizations, and documentation requests, diverting their attention away from clinical care. When a primary care physician refers a patient to a specialist, that referral requires authorization. Tracking the status of referrals in Workspaces enables doctors to review and authorize necessary processes all in one place. 

On the patient side, there is frequently a large volume of paperwork to complete. For example, prior to undergoing surgery, patients must review, complete, and sign consent forms and privacy forms, and in parallel must provide health insurance documentation. 

Another prominent use case is provider onboarding. Physician payments and contracting platforms have a comprehensive process for onboarding new medical professionals into their ecosystems. This includes but is not limited to contract signing, medical license verification, and enrolling into a health insurance network. 

Franchising

Franchising is another area where Workspaces is making a clear impact. Franchising relies on a steady flow of legal and financial documents that each require signatures from both franchisors and franchisees. Workspaces streamlines this process, ensuring every agreement, disclosure, and approval moves efficiently from draft to done. 

Human resources

Workspaces is becoming indispensable for small business HR teams. While large enterprises often rely on robust HR software, smaller organizations manage much of this work themselves. With Workspaces, they can easily update policies, revise employee handbooks, coordinate recruiting workflows, and onboard new hires, all within a single, organized hub.  

Education

In education, Workspaces is transforming how institutions handle documentation. Schools and districts use it for everything from parent consent forms for field trips to managing vendor contracts and service agreements. The result is less paperwork, faster approvals, and more time focused on learning.

What’s next for Workspaces?

In today’s fast-paced, multi-step business environments, managing complex agreements shouldn’t be a source of friction. Workspaces addresses the common pain points that come with coordinating transactions—disconnected communication, redundant data entry, and scattered documentation—by centralizing everything in one secure, collaborative space. Workspaces brings structure to chaos, streamlining workflows so that participants can focus less on the process and more on the outcomes. As Workspaces evolves with new features, it will become an invaluable engine for building trust and delivering exceptional, end-to-end experiences with unmatched efficiency.

Learn more about how to get started with Workspaces.