CLM

We would like to simplify our Docusign folder structure and move to a more metadata driven way of navigation and document search. We also Docusign CLM for Salesforce which seems to require the creation of account and opportunity folders with the Account and Opportunity object mapping. Is there a way to avoid the creation of Opportunity folders and place documents from an opportunity into the Account folder?

Hi everyone,My team has been performing several workflow tests in our CLM sandbox/UAT environment, and we now have dozens of test workflows that need to be aborted.Is there any supported way to bulk abort multiple CLM workflows at once, either through an API, automation, or another available feature?We are open to any recommended approach. At the moment, we don't have a specific criterion for identifying the workflows yet, so we'd also appreciate any guidance on how to efficiently identify and abort these test workflows in bulk.If anyone has implemented something similar, I would appreciate any examples, API endpoints, or recommendations.Thanks in advance!

We created a report to monitor the duration of specific tasks in the workflow (Workflow Overview report) and that looks to be working well but when we do the export, it adds a calculated field beside the duration column and shows it as minutes which is not valuable.  Is there a way to remove that column in some way?

Hi I am using the CLM API for Salesforce. I want to search the folder using either a Salesforce object ID or record name.I got some information through the API documentation, but I am not able to figure out the parameter in here:DocuSignRESTUtility.searchForFolder('SEARCH_QUERY')I did use this, which is throwing a 404 error.DocuSignRESTUtility.searchForFolder('salesforce record id') Can anyone help me out with what will be in the ‘SEARCH_QUERY' and how the format will be?

We have created webforms and powerforms that will allow uploads of docx, etc. files, then a call to a workflow is kicked off automatically.  The only issue is that when you use either of those, it automatically adds .pdf on the document after the extension that is already there.Does anyone know if there is a way for a non-CLM licensee to get a docx into CLM or a CLM WF?

CLM API Base Domain Changes Coming with Azure MigrationIf you're using the Docusign CLM API in your integration, there's an important change you need to be aware of. As part of Docusign CLM's migration to Microsoft Azure, the base domains for CLM API endpoints are changing. If your integration hard-codes base domains anywhere in your codebase or configuration, you will need to update them after your account is migrated. For a general overview of the migration and what else to expect, please review the official migration guide here:🔗 https://support.docusign.com/s/articles/FAQ-Docusign-CLM-and-Gen-Migration-to-Microsoft-Azure-Cloud---Below is a comparison of the old and new base domain formats:Pre-Migration Object & Task API https://api{datacenter}.springcm.com Content API (Upload) https://apiupload{datacenter}.springcm.com Content API (Download) https://apidownload{datacenter}.springcm.com  Post-Migration — Production Object & Task

Hello everyone,We are facing an issue where users are receiving too many email notifications during document reviews in DocuSign CLM.The system sends a separate email every single time a user is tagged in a comment, when someone replies to a comment, or when a comment is marked as resolved. Has anyone found a way to turn off these specific notifications? Any workarounds or advice would be greatly appreciated.Thank you,Radha

Documents always open at 100% zoom. For our use case 100% is too large and users resize on every open. Request: ability to set a default zoom level — either as a tenant-wide setting or a user-persistable preference — so the viewer opens at the user’s preferred size (e.g., 75%) without manual resizing

how can i get an excel spreadsheet exported from esig to a directory in CLM?  I only see 3 options for export in esig under rules.  If not is there a way to dump it to a CLM workflow and then put it into CLM?

Hi DocuSign Community,I'm working with a legal team that uses DocuSign CLM for contract redlining and I'm looking for community input on how others have approached a fairly complex set of approval tracking requirements. We had a proposed solution that didn't get approved internally, so we're going back to the drawing board and would love to hear how others have tackled similar challenges.BackgroundThe legal team's core frustration is that while CLM handles task-driven approvals well, it falls short when it comes to ad hoc approvals, parallel review workflows, and end-to-end audit trails. They've been using an Excel spreadsheet as a workaround to track approvals, which is becoming unmanageable.Key Requirements We're Trying to Solve1. Section-Level Approval Requests The team wants to be able to select specific language within a document, like with the CLM Comments feature, and initiate an approval request based on that selection — ideally from within the document interface itself (e.g.,

Hello,Are there DocuSign CLM APIs that can be used to retrieve contract and metadata information for custom reporting purposes?My goal is to extract CLM data (such as contract attributes, status, dates, parties, obligations, workflow information, etc.) and use it to build reports in an external reporting platform(e.g., Power BI).

Hello,Does DocuSign CLM support Webhooks for contract events?I'm looking for a way to receive real-time notifications when contracts are created, updated, approved, or change status in CLM. Is webhook functionality available for these events?

Where can I find documentation for CLM Workflow Steps?I am trying to set a reminder on an Wait for Signature step and I am confused on the settings.Below,Does this mean that the wait for user to sign will terminate in 3 days, but a reminder will go out every 1 day?  

I want to show the power of Local AI to work in custom eForms within the CLM. This is possible today for free, private, and offline use! 

Hi Community,I am working on a DocuSign CLM workflow that combines a generated document with user-uploaded attachments into a single merged PDF using the Combine Documents workflow step.I followed advice from this community thread (https://community.docusign.com/clm-112/workflow-combine-documents-step-20902) which recommends adding a page break at the end of the main Word template so that the attached documents start on a new page in the merged output.What I did:Opened the main Word template (.docx) in CLM Placed the cursor at the very end of the document after all content Inserted a hard page break using Ctrl + Enter Saved and re-uploaded the template back to CLMProblem: The page break is not being preserved in the merged output. The combined PDF does not show any page separation between the main document and the appended attachments.Questions:Is a hard page break (Ctrl + Enter) the correct way to do this, or is there a specific CLM merge tag or method that should be used instead? Doe

Is it possible to show the number days since we generate each contract?

Looking for help with reusing existing DocGen forms on different Salesforce objects.Currently, all DocGen forms are configured on the Account object. Requirement is to reuse the same forms on Opportunity and Contract objects. I assumed that passing the correct object type and object Id during the Create and Upload step would be sufficient. However, when the document is generated and viewed in SF DAL, it always gets stored under the Account folder instead of the runtime object (Opportunity/Contract).Has anyone successfully reused DocGen forms across multiple objects?Is there additional configuration required to override the source object or target folder behavior?Happy to share more details if needed.

I am currently working on a DocuSign clm advanced workflow and i would like to know if i can download the workflow which is in executing status not the published one. Is there a way to do it.

While using Microsoft 365 web for contract editing, it creates several version due to the Auto Save fuctionality in Microsoft 365 web. Is there a way to delete the unwanted versions?

When a user begins filling out a DocuSign CLM intake form that includes a field linked to a CSV file (e.g., Vendor Name), the form auto-saves its state. A change is made by the admin to the CSV file after this stage and If the user exits without submitting and later returns to the form, the linked field displays the previously saved data rather than the latest values from the updated CSV. This results in outdated information being shown unless the user discards the draft and starts a new form, which then correctly reflects the updated CSV data. How can I fix this?

all evironments CLMs look like this since today: seeml like not working only for us, any idea wha’t s been done in the deployment???

I start a workflow using a POST request to /v2/{accountId}/workflows in an eform. I need to redirect the user to the task that was assigned to the user from the workflow. How can I achieve this?

I’m trying to develop a custom integration between DocuSign CLM and one of our internal applications. I have DocuSign communicating with a few API calls through a set of load-balanced servers past our firewall. During this interaction, I must keep track of which of our servers I began the communication with. This is done with cookies given back to me through the initial authorization call: one from the server and one from the firewall. Both are returned as Set-Cookie response headers. In my DocuSign CLM workflow, I use the HTTPS Client Step to make my API calls and I have the response headers being put into a variable. The issue I’m running into is that DocuSign seems to save one of the Set-Cookie headers but not the other one. It just seems to save whichever it sees first.Is there a way I can save both of these Set-Cookie response headers when I make an API call using the HTTPS Client Step? Thanks!

Hi everyone,Is there any possibility to export dashboards to another environment in DocuSign?I know that reports can be exported, but I would like to understand if the same is possible for dashboards as well.Thanks in advance!

Hi all,I have a workflow that calls an intake form to upload a document. When a user with CLM User permission tries to upload a document an error occurred (see screenshot below). I also added the user under the Folder Security and assigned the following: “View & Create” or “View & Edit” or “View, Edit & Delete” or “View, Edit, Delete & Set Access” but to no avail. Am I missing some settings?As CLM Admin, I can upload a document without an issue. Thank you in advance.