SERVICE SCHEDULE for DOCUSIGN IAM

Service Schedule version date: November 2, 2026

Unless otherwise defined in this Service Schedule for Docusign IAM (the “Service Schedule”), capitalized terms have the meaning given to them in the Agreement. If Customer’s purchase of Docusign IAM includes the use of other Docusign Services (e.g., Docusign eSignature, Docusign CLM, and/or AI Services), the applicable service schedules and attachments will also apply to Customer’s use of Docusign IAM (e.g., Service Schedule for Docusign eSignature, Service Schedule for Docusign CLM, and/or AI Attachment for Docusign Services). 

1. DEFINITIONS

“IAM Agreement(s)” means a single electronic file (in any supported file format type) stored in, generated by, or imported into the Docusign Service.  IAM Agreements may be assorted and logically associated with other IAM Agreements in an Envelope, however each individual file within an Envelope will be counted as one IAM Agreement. 

“Docusign IAM” means the Docusign platform through which end-to-end agreement management services are provided to Customer. The Docusign platform consists of individual Docusign Services including Docusign eSignature, Docusign Workflow Builder (or such other then-current Workflow management service) and Docusign Agreement Manager (or such other then-current IAM Agreement repository).

“Docusign Workflow Builder” (previously called “Docusign Maestro”) means the Docusign Service that provides Workflow management tools.  

“Docusign Agreement Manager” (previously called “Docusign Navigator) means the Docusign Service that provides Customers with enhanced search, save, and store capabilities within Docusign IAM.

“Entitlement” means Customer’s access or use of the Docusign Services corresponding to a subscription level, pricing plan, or other charge for Docusign Services as indicated on the Order Form. This may be reflected on the Order Form as Seats, Users, IAM Agreements and/or in other units as Docusign may establish. For clarity, Seats and Users have the same meaning as "Authorized User" in the MSA. 

“Workflow” means a structured representation of the series of steps (including both Docusign applications and partner applications) to complete a specific IAM Agreement process. 

“Feature” means a specific function within Docusign IAM which is priced and counted with specificity within Docusign IAM Plans (as defined below). 

“Feature Count” means the allowance by which specific Features within the Docusign IAM Plan are provisioned to Customer for the Term of the Order Form as outlined in their Docusign IAM Plan.  

2. DOCUSIGN IAM USAGE RESPONSIBILITIES AND LIMITATIONS

2.1 Docusign provides Docusign IAM subject to Customer acknowledging and agreeing to the following conditions: 

(a) Nothing in this Service Schedule shall be construed to make Docusign a party to, and Docusign makes no representation or warranty regarding, any content generated, collected, stored, shared, or otherwise processed using Docusign IAM or the transactions sought to be effected by any IAM Agreement;

(b) Between Docusign and Customer, Customer has exclusive control over and responsibility for the content, quality, workflow, operation, enforceability, format and retention of any IAM Agreements as well as any transaction facilitated through Docusign IAM; 

(c) Customer is responsible for its compliance with any applicable laws, regulations, or legal or administrative agency processes as it relates to Customer Data; 

(d) Docusign IAM is a tool to be used by Customer in the course of exercising its own professional judgment, and Docusign shall not be liable to Customer or any third party for any decision made or action taken by Customer in reliance on information or content generated, collected, stored, or otherwise processed using Docusign IAM;

(e) Neither Docusign nor Docusign IAM is providing Customer with legal advice, and Customer shall consult its own legal subject matter expert as needed as determined by Customer in Customer’s sole discretion;

(f) Customer acknowledges that Workflows may not be unique to Customer. Docusign and other users of Docusign IAM may independently develop the same or similar Workflows as Customer. To that end, Customer’s use of Docusign IAM to generate Workflows is non-exclusive and does not preclude Docusign or any other users of Docusign IAM from generating the same or similar Workflows; and

(g)  Customer is solely responsible for determining whether Docusign IAM, and features and functionality available within Docusign IAM, are appropriate for Customer’s intended use cases and the laws and regulations that apply to Customer (and where applicable, the signers of Customer’s eDocuments). Other than as expressly stated, Docusign does not make any commitments about the ability of Docusign IAM, and specific features and functionality available through Docusign IAM, to meet Customer’s needs.

3. IAM AGREEMENT STORAGE AND DELETION.

3.1 Default Storage. By default, an IAM Agreement (including any Customer Data contained in an IAM Agreement) saved by Customer in Docusign Agreement Manager will be stored for the duration of the Term, or until the Customer deletes the IAM Agreement, whichever occurs first. If Customer requires a different retention/deletion schedule, Customer shall, through its Account Administrator, set an alternate retention/deletion schedule for IAM Agreements stored in Docusign Agreement Manager.

3.2 Retrieval of IAM Agreements. During the Term, Customer may use Docusign Agreement Manager to retrieve electronic copies of stored IAM Agreements at no additional cost. If Customer fails to retrieve its IAM Agreements (including any Customer Data contained in an IAM Agreement) before the Term has expired, Customer may request, no later than two (2) years after the Term has expired, that Docusign provide Professional Services to help retrieve IAM Agreements that remain stored in Docusign Agreement Manager, the details of which would be set forth in a SOW for Professional Services. If Customer does not contact Docusign to initiate retrieval within such two (2) year period, then after such two (2) year period has ended, Docusign shall have no obligation to retain or provide any IAM Agreement (including any Customer Data contained in an IAM Agreement), and shall have the right to delete Customer’s Docusign Agreement Manager Account and IAM Agreements (including any Customer Data contained in IAM Agreements) in Customer’s Docusign Agreement Manager Account or otherwise in Docusign’s possession or control. 

4. SUBSCRIPTION PLANS AND FEES. Docusign IAM is made available based on a prepaid subscription, which is subject to the terms set forth in the applicable Order Form. For additional information on the specific Docusign IAM plans and their Features, please see: https://www.docusign.com/iam/plan-allowances (the “Docusign IAM Plan(s)”). The relevant version of the hyperlink applicable to this Service Schedule is that which is effective on the date of execution of the Order Form. 

4.1 Entitlement Allowance. Entitlement allowance may be reflected on the Order Form as “User Allowance” or “Seat Allowance” or “Credit Allotment” or as otherwise established by Docusign and means the maximum number of Entitlements that Customer is provisioned as set forth on the Order Form. Customers with “User Allowance" or “Seat Allowance” or “Credit Allotment” on the Order Form may have no more than the specified quantity of Users active in its Account as assigned by Customer’s Account Administrator. 

For purposes of determining usage of “User Allowance" or “Seat Allowance” Entitlements:

(a) The number of Entitlements in use is determined by the total number of registered and active Users or Seats in Customer’s Account with access to Docusign IAM at any time during the Term.

(b) No two individuals may log onto or use Docusign IAM as the same User or Seat, but Customer through its Account Administrator may unregister or deactivate Users or Seats and replace them with other Users or Seats without charge, so long as the number of active Users registered at any one time does not exceed the number of Entitlements purchased. 

(c) Docusign may audit Customer’s use of its Entitlements by: (i) using data available through the use of the Docusign Services to verify whether or not the conditions of the User or Seat use are being adhered to by the Customer; or (ii) by requesting information from Customer from time to time regarding Customer’s use of Entitlements and Customer agrees to provide such information in a commercially reasonable amount of time. Docusign’s audit of Customer’s use pursuant to this Section 3.1(c) will not include the use or access to Customer Data. 

4.2    Overages. 

(a) Users or Seats. If Customer through its Account Administrator adds more User or Seats than the User or Seat Allowance permitted under the Docusign IAM Plan as outlined on the Customer’s Order Form, Customer hereby agrees that additional charges shall be charged per additional Users or Seats for the remainder of the Order Term based on the Docusign IAM Plan. Additional Users or Seats will be charged as a pro-rata portion (calculated based on the amount of time remaining in the Order Term) of the then-current list price for Users or Seats under the applicable subscription type, or such other amount as is specified in the Order Form.

(b) Features. If Customer exceeds their outlined Feature Count as specified on the applicable Order Form(s) and Docusign IAM Plan, then Customer shall be charged a per Feature overage fee for each unit in excess of the permitted Feature Count at the then-current list price for the applicable subscription type (or such other amount as is specified on the Order Form or in the Docusign IAM Plan documentation). 

5. ADDITIONAL DOCUSIGN IAM ADD-ON TERMS.

If Customer purchases one of the following additional Docusign IAM products or add-on features, the following additional terms will apply to Customer’s use of that product or feature:

 5.1 Docusign Monitor.

(a)  Customer acknowledges that the information displayed within Docusign Monitor as described in the Documentation regarding the operation of the Docusign Services, including, but not limited to, real-time alert classifications, threat scores, tailored security recommendations, and dashboard visualizations, but excluding Customer Data that may be contained therein (collectively, “Monitor Insights”), is Docusign proprietary information. Customer may use such Monitor Insights only in connection with its use of Docusign Monitor for internal business purposes and solely during the Term. Upon expiration or termination of the Docusign Monitor subscription Term, Customer’s right to use the Monitor Insights terminates immediately. Docusign shall have no obligation to maintain or provide any Monitor Insights to Customer following termination or expiration, and Docusign may delete all Monitor Insights without notice.

(b) If Customer accesses Docusign Monitor via Splunkbase, Customer acknowledges that Docusign may receive User Data, and agrees that Splunk Inc. and its affiliates are not responsible for the privacy, security or integrity of the User Data in or processed by Docusign Monitor’s application on Splunkbase. “User Data”, for purposes of this Section, shall mean the user’s contact information and information stored in Splunk Inc. and its affiliates’ systems about user’s configuration and usage of the Docusign Monitor application within Splunkbase.

(c) If Customer uses Docusign Monitor as part of Docusign IAM, then Customer agrees that it is solely responsible for setting and enforcing its own security configurations and alerts within Docusign Monitor. Docusign Monitor may be provided to Customer with default alerts, however, Customer remains solely responsible for determining whether the alert settings meet Customer’s requirements.

5.2 Docusign PDF Editor. 

5.2.1 Additional Use Restrictions

In addition to any other restrictions in the Agreement, Customer shall not, and shall not permit any Authorized User to:

(a) use Docusign PDF Editor for service bureau, time-sharing, application service provider, or other purposes that allow third parties to exploit Docusign PDF Editor;

(b) share passwords, authentication tokens, multi-factor authentication credentials, or other login credentials with any third party;

(c) engage in web scraping, data scraping, screen scraping, or similar automated data extraction, including through any bot, crawler, software script, or other automated means simulating human activity;

(d) use Docusign PDF Editor for any unlawful, defamatory, threatening, harassing, libelous, harmful, obscene, or otherwise objectionable purpose;

(e) use Docusign PDF Editor in violation of any applicable law or regulation; or

(f) engage in any activity that would reasonably be expected to damage, disable, impair, or interfere with Docusign PDF Editor.

5.2.2 Responsibilities of Customer

(a) Customer bears full responsibility for the content, administration, and monitoring of documents processed via Docusign PDF Editor. Customer is solely and independently accountable if any document processed using Docusign PDF Editor is inaccurate, unlawful, or otherwise non-compliant.

(b) Customer warrants that it owns or otherwise has the necessary rights and consents in and relating to any data, files, documents, or content it submits to Docusign PDF Editor, such that its use does not and will not infringe, misappropriate, or otherwise violate any intellectual property right or other right of any third party, or violate any applicable law, regulation, or contractual obligation.

(c) Customer acknowledges and agrees that Docusign PDF Editor is not a document management system, archival solution, or data storage tool. Docusign PDF Editor is intended for temporary document processing only. Customer is solely responsible for separately storing, backing up, and preserving its documents outside of the Integrated Offerings (for example, in Customer's own document repository, content management system, CRM system, ERP system, or other backup mechanism).  

(d) Customer remains solely responsible for determining the suitability and legality of Docusign PDF Editor for Customer's specific use cases and for complying with all applicable laws, regulations, industry standards, and contractual obligations in Customer's use of Docusign PDF Editor. 

5.3.3 On-premises Software  

Customer acknowledges that Docusign PDF Editor is locally downloaded "on-premises" software. As a result and for the avoidance of doubt, Customer Data processed by Docusign PDF Editor constitutes data held on Customer systems or environments as set forth in Section 2.4 of the Security Attachment for Docusign Services.