DocuSign AI-powered Repository

What is DocuSign Insight?

DocuSign Insight delivers a proven combination of AI technologies—natural language processing, machine learning, latent semantic indexing, OCR and rules-based logic—to help organizations manage and analyze their agreements. Insight brings together agreements from across your enterprise in virtually any location and format. Advanced search and filtering lets you zero in on the ones that matter. Automated extraction policies identify the clauses and terms you need to review.

Key Capabilities

System-wide agreement access - Gain visibility across all your agreements, regardless of where and how they’re stored. Insight brings together contracts from your DocuSign accounts, network files and external resources like Box, Dropbox, OpenText and SharePoint—and includes built-in OCR to index image files.

Pre-built, customizable extraction policies - Collect the information you need, automatically. Insight comes with dozens of standard policies to extract key terms and clauses common to most contracts. Add Insight Accelerators or customize your own extraction policies as desired to meet organization-specific needs.

Advanced search and filter capabilities - Generate comprehensive results, with robust full-text and envelope metadata search. Insight drives search accuracy with natural language processing, indexing, deduplication, grouping, stem/no-stem, wildcard, proximity and full Boolean capabilities.

Views to facilitate fast insights - Tap directly into answers. Insight’s customizable “views” display detailed, topical analysis of each agreement for specific objectives or use cases. Apply views across a group of contracts to see a side-by-side comparison of relevant contract language and answers to posed questions.

Visualized reporting and dashboards - Maintain ongoing visibility across your portfolio. Insight’s built-in data visualization and reporting engine lets internal business users configure custom reports and dashboards, to easily spot trends in contract types, activity and terms of interest throughout the enterprise.