What is Agreement Manager
Docusign Agreement Manager enables you to centrally store, manage, and analyze your agreements with help from AI. When you import an agreement into Agreement Manager or complete a Docusign envelope, Agreement Manager generates a set of AI-assisted insights for that agreement, such as its agreement type, the parties involved, and its key provisions.
- Your organization can use the AI insights generated by Docusign Agreement Manager to help you find, manage, and report on your agreements easily, including managing renewals and locating data. For example, Agreement Manager can help you easily compile and understand key terms of your agreements such as when a contract is up for renewal, what is promised to whom and when, liability information, and more. Without these AI insights, this categorizing data would be time-consuming and expensive to generate.
- As a developer, you can integrate this structured insight data seamlessly into your applications, automatically retrieving relevant information without needing to parse agreements manually.
- You can increase security, and facilitate oversight by gating access to certain categories of agreement data to specific permissions, ensuring that only the right users have access to the right agreements.
- Because agreements are categorized by the AI-insights when they are imported, migrating documents and agreements from multiple sources is vastly simplified, even if they use different systems of organization.
- Agreement Manager API is designed for ease-of-use, enabling you to leverage AI-extracted data for your apps with minimal setup. For example, you could use AI-insights to check whether an NDA exists for a retrieved document of a particular type and, if no NDA is found, create logic to automatically generate one.
- The metadata and insights attached to each agreement are designed to provide Large Language Model (LLM) applications with the context they need to answer detailed queries about an agreement.
Docusign Agreement Manager has a UI layer that you can access through the Agreements screen and an API layer that your integrations can call directly to work with stored agreements and AI-extracted data.
The following diagrams show the steps of uploading a document in Agreement Manager and querying records in the Agreement Manager API.
Upload flow
Query flow
Connect events
Agreement Manager is supported by Docusign Connect events. You can set up a webhook listener to detect these events and monitor the status of your agreements. See Agreement Manager events for details about when each event is triggered.