DocuSign CLM - Workflow Templates
Goal
Make DocuSign CLM workflows – one of the most complex, core parts of the product – more usable by simplifying how users interact with them. We needed to ensure that users would not lose any functionality, but make it actually possible for them to edit their workflows without needing to learn how to code in XML.
Role
UX Copywriter
Team
Me
Designer
Project Manager
Developer Lead
UX Researcher
Audience
DocuSign CLM admins looking to utilize workflows, but who don’t want to learn how to code or interact with the advanced workflow designer; can’t blame them for either, honestly.