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In this recent Community event, Matt Farler from Docusign University explored your CLM workflow questions. Below, you’ll find key learnings from the event and the full recording.
Key takeaways:
- Build a reliable clause library for flexible content
Want to streamline contract drafting? A well-organized clause library lets you quickly insert pre-approved language—no more hunting for the right snippet in old documents. - Insert dynamic variables in workflow emails
Add personalization and clarity to your notifications by dropping workflow variables directly into subject lines or email bodies. No heavy scripting necessary—just drag, drop, or type! - Save signed documents to third-party storage
Looking to archive your agreements automatically? Leverage agreement actions or Maestro to store signed documents in apps like SharePoint, Box, or OneDrive—no extra manual steps. - Set reminders and expirations in CLM
Keep your workflows on track by configuring recurring reminders for overdue steps or specifying timeouts. When a task is left incomplete, CLM automatically follows up until it’s resolved. - Maestro for deeper integration
Need advanced automation? A Maestro workflow step can be triggered within CLM, letting you take action in other systems, send custom notifications, or add extra approvals seamlessly.
Next steps:
✅ Watch the full recording below
✅ Got questions? Drop them in the comments below
✅ Stay in the loop! Subscribe to our events page to get notified about upcoming sessions.
