UI Content System 2.0 - Case Study

UI Content System 2.0

Creating consistency across DocuSign's product ecosystem

Role

Information Architect

Company

DocuSign

Timeline

2019 - Present

Scope

Enterprise-wide system

Overview

As DocuSign expanded its product portfolio beyond eSignature into CLM, Gen, Negotiate, and other offerings, inconsistent in-product content created friction for users navigating across the platform. The UI Content System 2.0 was developed to establish a cohesive, scalable framework for all in-product content across DocuSign's ecosystem.

This comprehensive content design system now serves as the single source of truth for content designers, information architects, product documentation teams, designers, engineers, and product managers working on DocuSign products.

The Challenge

Problems We Needed to Solve

  • Inconsistent Voice & Tone: Different products used varying writing styles, from overly formal to too casual
  • Component Confusion: No standardized guidance for writing buttons, errors, modals, tooltips, and other UI elements
  • Accessibility Gaps: Content wasn't optimized for screen readers or users with different reading levels
  • Localization Issues: Writing choices that worked in English created problems during translation
  • No Central Authority: Teams lacked a shared resource for resolving content questions
  • Scaling Challenges: As DocuSign grew, maintaining consistency across products became increasingly difficult

My Role & Approach

As Information Architect, I led the development of the content system's structural framework, working closely with content designers and cross-functional partners to create a comprehensive, easy-to-navigate system.

🏗️

Information Architecture

Organized the system into three core sections—Foundations, Components, and Mechanics—with clear navigation and searchability

📐

Taxonomy Development

Established consistent terminology standards across all products and component types

🤝

Cross-Functional Collaboration

Worked with content designers, legal, product, and engineering teams to ensure guidelines were practical and adoptable

📊

Governance & Maintenance

Created workflows for submitting updates, reporting issues, and continuously improving the system

System Foundations

The system is built on nine core writing principles that guide all in-product content decisions:

1

Use Plain Language

Write like you're speaking with someone, not at them

2

Clear & Concise

Keep text short and simple for easy scanning

3

Scannable Content

Help users find what they need quickly

4

Active Voice

Emphasize who's doing the action

5

No Jargon

Avoid slang and idioms for global audiences

6

Skip Subjectivity

Avoid terms like "easy" or "quick"

7

No Latin Phrases

They don't translate well globally

8

Don't Use "Please"

Exception: when errors are our fault

9

8th Grade Reading Level

Ensure accessibility for all users

Component Guidelines

One of the system's core strengths is its comprehensive guidance for 15+ UI components. Each component section includes clear do's and don'ts, character limits, tone guidance, and practical examples.

Covered Components

Buttons
Modals
Errors
Empty States
Toast Messages
Tooltips
Banners
Forms
Links
Menus
Callouts
Progress Bars
Progress Stepper
In-Product Emails

Example: Error Message Guidelines

Errors are organized into three categories—system errors, user errors, and permission errors—each with specific guidance on tone and messaging.

✅ Do
  • Write with a humble and empathetic tone
  • Show a clear path to success
  • Focus on specific solutions
  • Use an understanding tone
❌ Don't
  • Don't blame the user. Ever.
  • Don't use alarmist language
  • Don't say "sorry" or "oops"
  • Don't use technical jargon

Example: Button Copy Standards

✅ Do
  • Send Document
  • Create Template
  • View Report
  • Save and Continue
❌ Don't
  • Click Here
  • Submit Form
  • OK
  • Please send the document now

Implementation & Adoption

To ensure successful adoption across DocuSign's global teams, I established clear processes for using and maintaining the system:

1

Discoverability

Created an intuitive structure with searchable sections and a clear table of contents, making it easy for teams to find what they need

2

Adoption Support

Worked with product teams to integrate guidelines into workflows, ensuring the system became part of the standard design and development process

3

Feedback Loop

Implemented a Slack-based workflow system for submitting questions, suggesting changes, and reporting problems, with automatic Jira ticket creation

4

Continuous Improvement

Established a rolling update process, incorporating team feedback and evolving needs while maintaining system integrity

Impact & Results

  • Unified Voice: Established consistent tone and terminology across all DocuSign products (eSignature, CLM, Gen, Negotiate, and more)
  • Improved Efficiency: Reduced decision-making time for content creators with clear, component-specific guidance
  • Enhanced Accessibility: 8th-grade reading level standard and screen reader considerations improved usability for all users
  • Localization Readiness: Content guidelines designed for global translation reduced localization issues
  • Cross-Team Alignment: Became the shared language between content, design, engineering, and product teams
  • Scalable Foundation: Created a framework that grows with DocuSign's expanding product ecosystem

"The UI Content System transformed how we work. Instead of debating content decisions in every meeting, we now have a shared reference that keeps us aligned and moving fast."

— Cross-functional product team feedback

Key Takeaways

🎯

Systems Over One-Offs

By creating a comprehensive system rather than point solutions, we built a foundation that scales with the organization

👥

Collaboration is Key

The system's success came from working across disciplines—content, design, legal, and engineering all had input

Accessibility First

Building accessibility into core principles ensures better experiences for everyone, not just edge cases

🔄

Living Documentation

A content system is never "done"—establishing feedback loops and update processes keeps it relevant