Instantly Access Agreements and Data with an AI-Powered Repository

It’s too easy for a business agreement, no matter how essential it is, to go missing. 

With so many people and teams involved in creating, signing, and storing agreements, it’s incredibly difficult for organizations to control the systems used in the process. Once an agreement is completed, it is often rushed into a general-purpose shared drive, moved to an employee’s desktop, or left in an inbox. And when that agreement needs to be found and acted on, the document has seemingly disappeared. 

When teams lose visibility into their completed agreements, the entire organization suffers. Business slows down, important deadlines are forgotten, and employees waste time looking for information that should be easy to find. All of this adds up to higher costs, lost value, and increased exposure to risk. Plus, all those disparate storage locations make it impossible to analyze the data within, hindering your ability to make more informed decisions for your business.

Deloitte and Docusign conducted a study of how modern teams handle the end-to-end agreement process and found that 62% of professionals struggle to locate and access completed contracts. Half of respondents said they lacked the tools to automate tracking and analytics and had to analyze contract data manually.

Intelligent Agreement Management (IAM) is a new category of AI-powered cloud software designed to connect and automate every step of agreement work. Learn more about the technology included in Docusign IAM.

Docusign IAM solves agreement visibility and analysis problems by embedding over 20 years of agreement expertise into its AI-powered repository, Navigator. Navigator transforms pages of static text into structured, searchable documents, turning complex legal language into clear, organized insights. Since agreements are created, negotiated, signed, and stored without leaving the IAM platform, there’s no chance that they will go missing once they’re completed. 

IAM helps you:

• Store agreements signed with eSignature in a central, searchable repository

• Sort and filter agreements by contractual party, key dates, dollar values, and more

• Find agreements and key terms quickly with AI-assisted data extractions

• Answer critical agreement-related questions with real-time data 

Why does agreement access and management matter?

• Finding completed agreements and key terms in seconds helps you avoid missing deadlines, enhance compliance monitoring, and get up to speed on the latest terms with clients and vendors.

• Increasing visibility into agreement data helps you uncover cost-saving and upsell opportunities, proactively engage clients or vendors, and make more informed decisions.

IAM solutions you’ll need: Navigator, eSignature

End-users can search for agreements or key terms to find what they need right when they need it. With automatic notifications, you’ll never miss a deadline: when an agreement is going to auto-renew, Navigator notifies you; when you’re not sure what the latest payment terms are for a particular client, Navigator shows you. And when a regulatory change occurs and you need to find all agreements governed by Illinois law, Navigator helps with that, too.

Because Navigator is part of the Docusign IAM platform, it is automatically connected with eSignature. Other legacy agreements can be uploaded in bulk from both local and cloud storage locations, such as desktop folders or Google Drive. From .PDF to .csv to .jpg, Navigator supports a range of file types and uses OCR processing to enable AI to recognize agreement content. 

The real magic happens with Docusign’s AI-assisted agreement processing. AI parses your completed agreements to identify and store key attributes, and draws powerful insights which are then available for searching and filtering. Out-of-the-box reports are generated based on your data, removing the tedious task of tracking contract data, deadlines, and otherwise easy-to-miss insights.

Navigator helps your team find agreements and documents that previously disappeared into a black hole and drastically reduces the time your team spends looking for agreements. You can even use comprehensive search features to find a specific clause inside a document or across multiple documents. It also gives your team dynamic data visualizations to help you answer questions about agreements you didn’t even know you could ask, such as which agreements contain language about tariffs.

See how Intelligent Agreement Management works with our free guided tour.