Master DocuSign AI (Iris) with our step-by-step tutorial, detailed feature walkthrough, and expert tips.
Sign up for DocuSign free trial at docusign.com and complete identity verification to access basic e
signature capabilities Upload your first contract template and configure signature fields, workflow routing, and approval processes using the intuitive drag
drop interface Send a test agreement to yourself to experience the AI
enhanced signing process and automated email notification system Upgrade to Business Pro plan ($40/month) to unlock DocuSign Iris AI features including agreement intelligence, automated contract preparation, and advanced analytics dashboards
💡 Quick Start: Follow these 4 steps in order to get up and running with DocuSign AI (Iris) quickly.
Explore the key features that make DocuSign AI (Iris) powerful for automation & workflows workflows.
Proprietary AI trained on DocuSign's agreement corpus, providing the underlying models for clause extraction, party identification, obligation tagging, risk scoring, and natural-language agreement search across the IAM platform.
Autonomous agents that review third-party paper against a company's playbook, propose redlines, escalate non-standard clauses to human reviewers, and learn from accepted/rejected suggestions over time. Announced as part of the 2025 IAM roadmap.
AI-powered agreement repository that auto-tags uploaded contracts with metadata (parties, effective date, renewal terms, value, jurisdiction) and supports natural-language queries like 'show me all NDAs expiring in Q3 with auto-renewal clauses.'
No-code workflow builder that lets business users chain AI steps — review, redaction, approval routing, signing, and post-signature storage — into reusable agreement processes without engineering support.
Compares incoming contracts to a customer's approved template and clause library, highlighting deviations, missing clauses, and risky language so legal reviewers can focus only on exceptions.
Automatically identifies and places signature, date, initial, and text fields on uploaded documents using computer vision, eliminating manual tagging for common contract layouts.
AI-driven liveness checks and government ID analysis verify signer identity before signing, reducing fraud risk for high-value or regulated agreements.
Native, AI-aware connectors for Salesforce, Microsoft 365, Google Workspace, SAP, Workday, ServiceNow, NetSuite, and Slack push Iris insights into the systems where work already happens.
Iris is DocuSign's proprietary AI engine that powers intelligent features across the platform — clause extraction, AI-assisted contract review, smart field detection, agreement search, and autonomous AI Contract Agents. Regular DocuSign eSignature handles signing and routing; Iris adds the intelligence layer that reads, analyzes, and acts on agreement content.
Most AI capabilities require Business Pro ($40/user/month) or the full Intelligent Agreement Management (IAM) suite, which is sold as enterprise pricing. Personal ($10/month) and Standard plans focus on signing and do not include Iris-powered review, Navigator repository, or Maestro AI workflows.
Yes. DocuSign maintains SOC 2 Type II, ISO 27001, HIPAA, eIDAS, and 21 CFR Part 11 compliance, and Iris processing occurs within DocuSign's secured environment. Customer agreement content is not used to train foundation models for other customers, and enterprise contracts include data residency and processing controls.
Yes. AI-Assisted Review and the newer AI Contract Agents compare incoming third-party paper to your approved templates and clause library, flag deviations, suggest redlines, and route exceptions to human reviewers. This is one of the most-used IAM features for legal and procurement teams.
Ironclad is a pure-play CLM focused on legal teams with deeper workflow customization for in-house counsel; PandaDoc is sales-document oriented with strong proposal and quote features. DocuSign AI sits between them — broader signing footprint than Ironclad, deeper agreement intelligence than PandaDoc — and is typically the default when an organization already standardizes on DocuSign for signing.
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Tutorial updated March 2026