> You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # Use Cases ## Docs - [Account maintenance and self-service use case](https://developers.docusign.com/use-cases/account-maintenance-self-service.md): Build scalable, compliant self-service account maintenance workflows for financial institutions using Docusign APIs, Maestro, Web Forms, IDV, and extensions. - [Account opening use case](https://developers.docusign.com/use-cases/account-opening.md): Learn about how you can use Docusign for Developers to help you create applications for financial institutions focused on opening new accounts - [Agreement searching, reporting, and orchestration use case](https://developers.docusign.com/use-cases/agreement-searching-reporting.md): Discover how Docusign Intelligent Agreement Management (IAM) helps organizations search, report, and automate actions across all their contracts. - [Beneficiary designation use case](https://developers.docusign.com/use-cases/beneficiary-designation.md): See how Docusign for Developers tools and technologies can automate a personalized, secure beneficiary designation process for your customers. - [Compliance and identity verification use case](https://developers.docusign.com/use-cases/compliance-identity-verification.md): Compliance and identity verification use case - [Customer onboarding and intake use case](https://developers.docusign.com/use-cases/customer-onboarding-intake.md): Docusign for Developers includes a number of technologies that directly address the needs of developers building customer onboarding processes. - [Loan application use case](https://developers.docusign.com/use-cases/loan-application.md): See how Docusign for Developers tools and technologies can turn a complex loan application process into a streamlined experience. - [Partner and supplier onboarding use case](https://developers.docusign.com/use-cases/partner-supplier-onboarding.md): See how Docusign for Developers tools and technologies can solve your developer challenges around partner and supplier onboarding. > **Note:** This page contains both a page directory (above) and the landing page content (below). The page directory is generated for agent use and does not appear on the landing page. > You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # Use cases > Explore use cases for using Docusign for Developers # Use cases Learn how Docusign for Developers can help you solve real-world business challenges [](/use-cases/account-maintenance-self-service) FINANCE [Account maintenance and self-service](/use-cases/account-maintenance-self-service) Learn how Docusign technologies can be used to build scalable, compliant self-service account maintenance workflows for financial institutions. Data IO Web Forms Workflows File IO ID Verification Connected Fields Extension Apps Workflow Builder API [Learn more](/use-cases/account-maintenance-self-service) [](/use-cases/account-opening) FINANCE [Account opening](/use-cases/account-opening) Learn how Docusign technologies can be used to automate the entire process of bank account opening, including user input validation, identity verification, and signing the agreement with the financial institution. Web Forms Connected Fields Extension Workflows ID Verification Workflow Builder API [Learn more](/use-cases/account-opening) [](/use-cases/agreement-searching-reporting) LEGAL, TECHNOLOGY [Agreement searching, reporting, orchestration](/use-cases/agreement-searching-reporting) Discover how Docusign Intelligent Agreement Management (IAM) helps organizations search, report, and automate actions across all their contracts. Extension Apps Workflows Agreement Manager API Workflow Builder API [Learn more](/use-cases/agreement-searching-reporting) [](/use-cases/beneficiary-designation) FINANCE [Beneficiary designation](/use-cases/beneficiary-designation) Learn how Docusign technologies can be used to walk customers through a secure, convenient, personalized process for adding bank account beneficiaries. Data IO Web Forms Workflows File IO ID Verification Workflow Builder API [Learn more](/use-cases/beneficiary-designation) [](/use-cases/compliance-identity-verification) FINANCE, INSURANCE [Compliance and identity verification](/use-cases/compliance-identity-verification) Learn how Docusign technologies can be used to make compliance and identity verification quick and simple to build without compromising the quality of the application. Web Forms Workflows Connected Fields API Connected Fields Extension Workflow Builder API [Learn more](/use-cases/compliance-identity-verification) [](/use-cases/customer-onboarding-intake) HEALTHCARE, INSURANCE, FINANCE [Customer onboarding and intake](/use-cases/customer-onboarding-intake) Learn how Docusign technologies can be used to automate the entire process of customer onboarding, including the new customer intake form. Data IO Web Forms Workflows Workspaces API Workflow Builder API [Learn more](/use-cases/customer-onboarding-intake) [](/use-cases/loan-application) FINANCE [Loan application](/use-cases/loan-application) Learn how Docusign technologies can be used to integrate loan applications with core systems that handle CRM, loan processing, storage, digital onboarding, marketing, analytics, and compliance. Workflows Web Forms Data IO Data Verification File IO Salesforce Workspaces API ID Verification Workflow Builder API [Learn more](/use-cases/loan-application) [](/use-cases/partner-supplier-onboarding) HEALTHCARE, INSURANCE, FINANCE [Partner and supplier onboarding](/use-cases/partner-supplier-onboarding) Learn how Docusign technologies can streamline your onboarding processes, mitigate risks, and maintain security. Connected Fields Extension Data IO File IO Web Forms Agreement Manager API Workflow Builder API [Learn more](/use-cases/partner-supplier-onboarding)