DocuSign: CIP Project

The Project:

During my Summer 2022 Technical Writer internship at DocuSign, I was tasked with a Content Improvement Project to aid my CLM team in our CLM Conversion Project, also known as the Bounce Project. The CLM Conversion Project or Bounce Project is about converting our existing legacy CLM customers from SpringCM (a company DocuSign acquired) to DocuSign CLM (CLM.CM to CLM.DS). This meant updating existing content from SpringCM and creating new topics up to DocuSign’s content standards.

  -Duration: 12 Weeks

  -Tools: Google Suite, Jira, Confluence, Ixiasoft, Zoomin, DITA XML, Hemingway App

  -Results: Total of 35 topics were updated into now 13 topics

To see the outcome of projects, see DocuSign Edit, SpringCM Edit, Check In and Out, Identify Your Account Type, and Log On to CLM below. If you would like a PDF version of the deliverables to compare with the outcome, please contact me.

My Role:

Improve, update, and create new topics identified as high priority by the CLM Conversion Project, also known as the Bounce Project. All topics displayed were done by me with the final approval of other Technical Writers and SME’s.

The Process:

The CLM Conversion Process consisted of 10 steps.

  1. Identify

    Picking a ticket from the Jira backlog, updating it to reflect I’m working on it by assigning the ticket to myself and changing the status to “In Progress”.

  2. Research

    Learning about the feature through DocuSign Support Center, DocuSign University, Ixiasoft, Product Manager stand-ups, and leveraging other writers to understand the feature and the customer needs.

  3. More Research

    Identifying the difference between CLM.DS and CLM.CM for the features.

  4. Organize

    Organizing my current work and creating a proposed new structure of topics if it was necessary.

  5. Draft

    Using the information I’ve gathered to start crafting the revised content through Google Docs.

  6. Edit

    Using the various standard and guidelines, I’d make sure my content met DocuSign standards.

  7. Review

    Fellow Technical Writers would review the content I’ve created in a workshop style.

  8. More Review

    SME’s review the content and would provide a sign-off that the content is accurate and ready to be published.

  9. Ixiasoft

    Entering the content into Ixiasoft. This is where I would create the new topics, organize them, and remove out dated topics from the map.

  10. Publish

    Publishing my changes to the DocuSign Support Center through Zoomin.

DocuSign Edit

DocuSign Edit topics originally consisted of 11 topics that were improved into 4 topics.

Deliverables

  1. DocuSign for DocuSign CLM

  2. DocuSign Edit: Download the Installation Package

  3. DocuSign Edit: Windows Install Instructions

  4. DocuSign Edit: Mac Install Instructions

  5. DocuSign Edit: Open Package for Mac version 2.1.0

  6. DocuSign Edit: Download and Install

  7. DocuSign Edit: Change UAT to Production

  8. DocuSign Edit: Switch Between UAT and Production

  9. DocuSign Edit: Switch Accounts

  10. DocuSign Edit: Switch DocuSign Edit to a UAT on Mac

Outcome

  1. DocuSign Edit for DocuSign CLM

  2. Install DocuSign Edit for Mac

  3. Install DocuSign Edit for Windows

  4. Edit a document with DocuSign Edit

    Note: Each outcome is linked to the published topic in DocuSign Support Center.

SpringCM Edit

SpringCM Edit topics originally consisted of 16 topics that were improved into 5 topics.

Deliverables

  1. SpringCM Edit for DocuSign CLM

  2. SpringCM Edit: Download Package

  3. SpringCM Edit: Windows Requirements

  4. SpringCM Edit: Windows Install Instructions

  5. SpringCM Edit: Mac Requirements

  6. SpringCM Edit: Mac Install Instructions

  7. SpringCM Edit: Authorize SpringCM Edit for DocuSign CLM

  8. SpringCM Edit: Setup for Google Chrome

  9. SpringCM Edit: Setup for Firefox

  10. SpringCM Edit: Setup for Safari

  11. SpringCM Edit: Switch from UAT to Production

  12. SpringCM Edit Change Default Program Associated with a Document Extension in Windows

  13. SpringCM Edit: Edit Document

  14. SpringCM Edit: How to update DocuSign CLM Desktop Apps

Outcome

  1. SpringCM Edit for DocuSign CLM

  2. Install SpringCM Edit on Windows for DocuSign CLM

  3. Install SpringCM Edit on Mac for DocuSign CLM

  4. Edit a Document with SpringCM for DocuSign CLM

  5. Update SpringCM Edit to Use the Newest Version Available

    Note: Each outcome is linked to the published topic in DocuSign Support Center.

Check In and Out

Check In and Out topics originally consisted of 6 topics that were improved into 2 topics.

Deliverables

  1. DocuSign CLM: Check In and Check Out Documents

  2. DocuSign CLM: Check Out a document

  3. DocuSign CLM: Edit a checked out document with DocuSign CLM Edit

  4. DocuSign CLM: Check out and edit a document from the DocuSign CLM web client

Outcome

  1. Check In and Check Out Documents in DocuSign CLM

  2. Edit a Checked Out Document With DocuSign Edit

    Note: Each outcome is linked to the published topic in DocuSign Support Center.

Identify Your DocuSign CLM Account Type

Identify Your DocuSign CLM Account Type topics originally consisted of 1 topics that was improved to fit DocuSign standards.

Deliverables

  1. Identify Your DocuSign CLM Account Type

Outcome

  1. Identify Your DocuSign CLM Account Type

    Note: Each outcome is linked to the published topic in DocuSign Support Center.

Log On to DocuSign CLM

Log On to DocuSign CLM topics originally consisted of 1 topics that was improved to fit DocuSign standards guidelines.

Deliverables

  1. Log On to DocuSign CLM

Outcome

  1. Access DocuSign CLM

    Note: Each outcome is linked to the published topic in DocuSign Support Center.