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.
Onboarding
Empowering users to customize the form's appearance to match their brand. Click images to see details.
Branding & customization
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
To win government and healthcare contracts, we needed an accessible product and a VPAT certificate. By designing with a11y-first principles and pairing closely with developers, I avoided costly reworks and met these requirements from the start. Accessibile Components Annotated new components & paired with developers for an a11y friendly product VPAT certification + org wide presentation After our product received its VPAT with above average results, my 2 colleagues and I presented on designing for a11y to the entire DocuSign design team