User: Our target user was a Form Creator at a medium-sized company looking to digitize their physical forms created in DocuSign. They needed a customizable data collection tool that would integrate with other DocuSign products.
Goal: The primary metric for success was to improve activation rate among our target enterprise customers.
My challenge was to take an internal demo product and transform it into a live, user-facing product on an accelerated timeline. This meant balancing speed with a high-quality user experience while making trade-offs to prepare the product for a full public release.
After a successful initial launch, the project shifted into a new phase. I onboarded 2 more designers onto our team, and with a stable beta product in hand, we could move beyond the foundational work of V0.Our primary goal remained to increase activation, but we now focused on this by adding more depth and value to the product.
Onboarding
Empowering users to customize the form's appearance to match their brand. Click images to see details.
Branding
Empowering users to customize the form's appearance to match their brand. Click images to see details.
Data connections
Helped users link form fields to another DocuSign product, so they could automate their workflow from data collection to signature. Click images to see details. Granular connections view Users could verify key field connections while building the form Summary connections view Users could review all field connections at-a-glance
Accessibility
Helped users link form fields to another DocuSign product, so they could automate their workflow from data collection to signature. Click images to see details. Granular connections view Users could verify key field connections while building the form Summary connections view Users could review all field connections at-a-glance