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Have Docusign CLM questions? Find answers here!

  • 212 Topics
  • 592 Replies
212 Topics
M
Newcomer
msoria333Newcomer
asked in CLM
SpringCM vs. CLM

We recently converted from SpringCM to Docusign CLM and I am not sure of the difference between these two products.  The layout is essentially the same, so what does CLM do that SpringCM didn’t or couldn’t do?

0
M
Newcomer
2 days ago
A
New Voice
alexisdgNew Voice
asked in CLM
Document name issue after signature

Hello everyone, Does anyone know how to fix this filename issue? In the workflow, I moved a document that was manually uploaded to CLM into a specific folder and included it in the signable documents for the send-for-signature step. The issue is that after the recipient signs the document and it's converted to PDF, the signer receives a copy with the ".docx" extension in the filename. This problem only occurs with manually uploaded documents in CLM, not with documents generated by CLM. Does anyone know how to remove the ".docx" extension after the document is converted to PDF? Thank you in advance! 

2
A
New Voice
2 days ago
B
Observer
BOrangisObserver
asked in CLM
Notifications and Reminders

Many of our documents (typically leases) have multiple actions required throughout the duration of the lease. For example, environmental assessments are required every three years on specific dates or insurance renewals are required.How do we Set up reminders that these deadlines are approaching?  Set up the ability to confirm the action is complete? 

0
B
Observer
2 days ago
A
New Voice
alexisdgNew Voice
asked in CLM
Salesforce ETL step

Hello Everyone!Does someone knows how to use the expression builder of Salesforce ETL Step in the CLM workflow? I am having a slight issue with using the expression builder in the document generation form field. The problem is the DocGen forms that we’ll use is dynamic that’s why we’ve tried to make use of the expression builder but it is having an error on that process. The variable that we are declaring in the expression builder is a String Variable. Can someone help me how to use the expression builder on this step properly?I will attach here an image about the step and my code on how I declared the DocGen form using C#.     Thank you for your help! Regards,Alex

4
A
New Voice
3 days ago
A
New Voice
alexisdgNew Voice
asked in CLM
Parallel Execution Method in For-Each Loop

Hello everyone, Does anyone know how we typically use the Parallel Execution method in the For-each Loop step in CLM workflow? It doesn’t make sense to me, as the variables we use can be overwritten, and I’m unable to use the iterator variable for unique values. Did I miss anything in how it's supposed to be used? I’m asking because I’m considering using it to speed up a looping process by executing tasks at the same time. Thank you in advance!  

0
A
New Voice
3 days ago
A
New Voice
alexisdgNew Voice
asked in CLM
ID List Variable Type

Hello everyone!, Is anyone here familiar with the variable type “ID List”? I am wondering on what’s the use of this type of variable and where is it used often. Thank you!  

3
A
New Voice
3 days ago
N
Newcomer
NwamakaNewcomer
asked in CLM
Uploading Multiple folders at once in Docu Sign CLM using SFTP

Hello Community, I am trying to upload multiple folders with differe documents inside the folders on Docu Sign CLM. any one ever tried this? I have followed instructions on the support center using WINSCP as my Client and using port 22, Host name as my url sftp://sftpuatna11.springcm.com and then username as my email that i use to log into my Company’s Docu sign account which is my company email and the same password but i keep  getting access denied for some reason. Please i need answers and help ASAP. Thank you all for your contributions.

2
mshealy
Troubleshooter
5 days ago
mshealy
Troubleshooter
mshealyTroubleshooter
asked in CLM
API to update csv?

I am trying to figure out how i can get a CSV file updated.  I have an http client step in my workflow to get some information and i would like to be able to put that info that was returned in the step, into a csv.  I haven’t been able to find out were to do that within clm workflow.

1
Scott Brooks
Conversation Starter
5 days ago
A
Newcomer
Allison.BeardsleeNewcomer
asked in CLM
CLM Document Report: "Add Filters" screen missing attributes

Hi everyone, when executing a CLM Document report the “Add Filters” screen does not show all columns (attributes) that have been configured to display in the report. Example: I can select “Add Filters” and have the option to apply filters on Document Name, Created Date, Status, Amount. However, I also have other attributes included that are not appearing in the “Add Filters” screen. The attribute I am missing is customized and configured as “Users and Groups”. Is there a limitation in CLM reporting to display specific attribute types in the “Add Filters” screen or is there additional configuration required?

0
A
Newcomer
5 days ago
J
Newcomer
Julie.PillaudNewcomer
asked in CLM
How to change an automatic rule for a data appearing in the "Agreement Details" but not being an Attribute ?

Hi All,I am trying to figure how is the Effective Date of a contract calculated by CLM.This data is not an attribute (it does not appear in the Attribute Mapping csv file) but appears in the “Agreement Details” you see on the top left of your screen when you click on the Atrributes button.I looked at the workflows and did not see any information on how this date is calculated.The issue we have is that this date is systematically put as the signature date, while we have contracts applying retroactively. So I want to be able to change this rule and have the effective date being the real effective date and not the signature date when need be, but I can’t find where to change it!Thanks for your help! 

4
J
Newcomer
6 days ago
mshealy
Troubleshooter
mshealyTroubleshooter
asked in CLM
Send for external review email

I have attached the email that was received when I sent something for external review.  I have looked at the resources files to see if I can change any of this text because I don’t want all of this in the email, so I need to modify it.  Where would I do that?   

0
mshealy
Troubleshooter
6 days ago
R
Newcomer
Ricardo FurlanNewcomer
asked in CLM
Error Generating Document "Agency Standard Order Form V1.0": Invalid Grant - Inactive User

Hello everyone, The Admin was deactivated, and now users are encountering the error below. What steps should I take to resolve this issue? Agency Standard Order Form V1.0 Could not generate document "Agency Standard Order Form V1.0": [146] Failed to get SF Access Token with error code BadRequest and error message {"error":"invalid_grant","error_description":"inactive user"} Reference ID: 1cd3b11b-ff86-4293-84c6-f0582114bbda

0
R
Newcomer
10 days ago
A
Newcomer
AdityaKNewcomer
asked in CLM
Sender Email and Logo are changing

We have setup DocuSign Integration with third party CLM Application for Signature purposes. We are facing two issues: Email ID from which email is received for signature is different for certain of set of users. Where in DocuSign setting can we see the configuration so that we can modify it to keep the email id consistent from user experience perspective. When we receive the email, company logo has certain pixel and size but it changes after we sign the document. How do we avoid such changes.

3
A
Newcomer
12 days ago
M
Newcomer
Mary_RyanNewcomer
asked in CLM
User account set up incorrectly as SSO

A new user account was setup recently with SSO. This was incorrect as it is a shared mailbox so we only have SSO for normal users.  How can I change this? Do I have to close the account and try to set up a new one or will the fact the email address already exists, even though it would then be on a closed account, prevent me from doing so?

4
A
Community Moderator
13 days ago
G
Newcomer
Guilherme DuarteNewcomer
asked in CLM
Contract Review Count

[EN]Hi everyoneI have the following use case. Our team needs to identify how many times the same contract has gone through legal review. What happens, in fact, is a kind of looping; for example, the contract goes to external review and then returns to legal, and what they need is this count.Therefore, I would like to ask for your help on how we could assist the team.[PT] Oi pessoal.Estou com o seguinte caso de uso. Nosso time precisa identificar quantas vezes o mesmo contrato passou pela revisão do jurídico. O que acontece, na verdade, é uma espécie de looping; por exemplo, o contrato vai para a revisão externa e depois volta para o jurídico, e o que eles precisam é dessa contagem.Sendo assim, eu gostaria de pedir a ajuda de vocês sobre como poderíamos atender ao time.

5
Pawan Gangwani
Digital Collaborator
18 days ago
G
Newcomer
Guilherme DuarteNewcomer
asked in CLM
Emails Disappearing When Converted to Variables in Workflow

Hi everyone!I’m having an issue with creating a workflow and would like to ask for your help. In the form, there are emails from some subscribers that appear correctly in my params. However, when I convert them into variables, they simply disappear. As a result, at the end of the flow, when I try to submit for signing, the fields are empty. What could be the issue?

5
Pawan Gangwani
Digital Collaborator
19 days ago
L
Newcomer
Lee.CarverNewcomer
asked in CLM
Docusign CLM - eForms / Attribute Fields - Wrap Text

Is there a way to make the inputs to string attribute fields on eForms wrap? I’m able to expand the width and height of the input field, but the text will only stay on a single line and automatically scroll to the right.<springcm:MetaFieldInput metadatafieldid="XXXXXXXX" min-width: 95%; />

6
Pawan Gangwani
Digital Collaborator
19 days ago
mshealy
Troubleshooter
mshealyTroubleshooter
asked in CLM
Editing email resource file

I would like to keep this email from being sent for a specific brand.  I have looked at the signature and the email resource files and neither of them has this email showing.  Where can I edit this txt or keep it from sending upon decline to sign?  

5
Pawan Gangwani
Digital Collaborator
19 days ago
mshealy
Troubleshooter
mshealyTroubleshooter
asked in CLM
Using branding resource files with CLM

I have modified the brand resource files for use with esig.  I’m having trouble figuring out how to associate a CLM workflow to a brand with modified resource file in esig.  Any help would be appreciated.Thanks

6
mshealy
Troubleshooter
25 days ago
mshealy
Troubleshooter
mshealyTroubleshooter
asked in CLM
would like to use [[Data:DeclineReason]] within the workflow to send in email body

I have tried putting these into email body messages but they come up empty.Maybe I am not using the correct syntax.<%Data:DeclineReason%>[[Data:DeclineReason]]

3
mshealy
Troubleshooter
26 days ago
M
Newcomer
Miraj ANewcomer
asked in CLM
CLM Parallel Document Approval

I have a use case where I need parallel approval on a document. The Approvers all belong to separate groups, I wanted to iterate through the groups and create Approval Steps for each group. What I can’t seem to figure out is how to wait for all the approvals to complete so that we can analyse the outputs and decide whether we need to send the document back or proceed. 

3
Pawan Gangwani
Digital Collaborator
26 days ago
mshealy
Troubleshooter
mshealyTroubleshooter
asked in CLM
email body needs to include a link to the envelope task

How can i get a link to the envelope task in the email body so that people that are assigned to the task can go right to the task or to the document?

12
mshealy
Troubleshooter
26 days ago
mshealy
Troubleshooter
mshealyTroubleshooter
asked in CLM
Decline to sign not showing as option

Void, along with other items, are showing but not declined to sign on a signature page.the resource file has it as true  <data name="DocuSign_DeclineAllow">true</data>.

1
mshealy
Troubleshooter
27 days ago
J
Newcomer
Jet HernandezNewcomer
asked in CLM
CLM Sandbox

Hello, We need to download CLM via API. We have CLM Access already and we also have a demo/sandbox but we can’t access the CLM via API in the sandbox. Somebody from docusign told me that we need to get added to the existing CLM sandbox that was provisioned when our org bought it but I don’t know how to do it. Just an FYI we’re able to authenticate and get token via API. here is the sample endpoint that we are trying  And here is the result in Postman: Hope somebody can help me.  Thanks in advance

0
J
Newcomer
27 days ago
C
Docusign Employee
Community UserLegacy User
asked in CLM
How do I grab/import data from Salesforce to the CLM?

Hey all,Currently I stuck getting data from Salesforce in order to use it in a workflow. So far I can tried to use the Salesforce ETL workflow step for it. However, it constantly fails.In order to get the data from the Salesforce object (Opportunity), I tried e.g. the following setup:Salesforce Object Type: OpportunitySalesforce Object id: I used the Opportunity id (18-digits) referring to one specific record (hardcoded)Additionally, I created Configuration Variable with the following input in order to get the name and stage of the Opportunity:<?xml version="1.0" encoding="UTF-8"?><Opportunity>  <Name></Name> <StageName></StageName></Opportunity>Resulting into the following translation:  My questions regarding this topic:is the workflow step Salesforce ETL the correct step? if so:is it correct to use the 18-digits opportunity id Did I do something wrong with the xml file? Unfortunately, I could not find anything documented r

9
A
New Voice
1 month ago

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