CLM

I have a rename document step in each of my workflows but it looks like the report is only capturing the template file name, not the new name.  Is there a different setting I need to apply to get that new name to generate on the report?No filter in the current report, just pulling everything from the NDA folder.  It pulls in 17 records but many of the document names are the same.  Thanks for any assistance!

Hi, everyone!I have a scenario where the data collected in an initial form needs to be used to pre-populate the same table field in a new step using “Create or Upload Doc”.When the data being transferred is a table that contains multiple rows, only the data from the last row is successfully carried over and displayed in the corresponding table field. All other preceding rows are lost during the transfer even though it’s there in the input XML variable:<Witness_Container> <Witness displayName="" displayValue=""> <Name>John</Name> <Email>john@email.com</Email> <Marital_Status key="Single">Single</Marital_Status> </Witness> <Witness displayName="" displayValue=""> <Name>Mary</Name> <Email>mary@email.com</Email> <Marital_Status key="Single">Single</Marital_Status> </Witness>

Hello, I am currently stuck on a DocuSign CLM workflow solution as a new-er developer. Ultimately I have another system that is sending an API call to CLM to try to move a document to another folder. From what I understand, and from what DocuSign support confirmed with me, is that the CLM API doesn’t have an endpoint that allows you to move documents. So, my next best idea is to use the API to activate a CLM workflow whose only purpose is to move a document to the folder I want it to go to.I can confirm that I am able to start the workflow, as well as see the variable of the document ID that I had passed in with it, however I can’t seem to correctly use the Find Document step(s) to actually find the document using its ID. I have tried the Find Document step, however it doesn’t accept a variable of just the doc ID, it needs a document variable type or path (which honestly doesn’t make much sense to me… If I had a variable of the document or it’s exact path, why would I need to

When users go into the document to edit , the compare previous version option at the top of form is always on the document spins through the compare previous version cycle prior to them having the ability to edit..Is there a way to shut this option off?  

I want to load the data from a CSV file into a running workflow to populate a variable so that I can use that data inside the workflow.  i tried create a variable from csv but are doing something wrong as its failing.Thanks for any assistance

Is there a way to do share access to a Group instead of individuals?  Trying to get everyone in a group to see the entire groups documents.  

Hello, I have been tasked with finding a way that we can identify envelopes without using the Envelop ID which has so many characters it is hard to work with. Ideally we would create and envelope and each one would have a unique identifier with 5 or less characters so that it is easy for people to pull the specific envelope they want. They want “to assign envelopes a unique auto incrementing number (i.e. contract number for reference – contract# 55467 in the corner of the DocuSign)” but I have not been able to find a solution that does this. It seems that DocuSign decided that the large IDs should suffice, but is there really no other way we can do something like that internally? Even some kind of obscure workaround helps. Thank you in advance, even if it is just to say “You’re out of luck, there is no way” 😅

Does anyone have any suggestions to support a junior team member pass the CLM Admin exam?  The team member has missed the passing score by 2-3 questions on their two attempts.  Access to Docusign University expired a month ago and will not be renewed.  

After the October 9th release to DocuSign CLM the Modified by Column changed to “workflow” prior to this it would display the name of the staff member who last modified the document. This change creates a signification problem for us since we used this column to determine if staff did something incorrectly or allowed us to quickly contact the paralegal associated to the folder or document. Can anyone offer up a workaround? 

I am able to pull reminders via the API but is there a way to report on reminders in the CLM reporting module?

Getting DocuementViewer.aspx in the preview screen of Docusign Document generation 

Hello!I'm working with Smart Rules and have a scenario I'm trying to optimize.I've successfully configured a Document Smart Rule to move a document when a specific attribute value on that document is changed. This functionality works perfectly. My goal is slightly different: I need the entire folder containing the document to be moved, not just the individual document, when the triggering attribute change occurs on the document inside it.Currently, the Document Smart Rule only has the action "Move Document", not “Move Folder”Is it possible to configure a smart rule or use a combination of rules/actions so that an entire folder is automatically moved to a new path when an attribute value changes on a document contained within that folder? Thank you! 

Hi everyone,I'm trying to use the "Split via XML" method in the Split Document step of a Workflow. However, the documentation doesn't provide any details or examples of the XML structure required for this method.Could someone please share a sample XML or guide me on how to structure it correctly for splitting? Any help or reference would be greatly appreciated!Thanks in advance!

Hello! Is it possible to conditionally display a field based on the value of a specific column in a table?For example:In a counterparty data table, if the 'Marital Status' field is set to Married, I need additional fields to appear so the user can input the spouse's data. (It doesn’t have to be in the same table, but apparently I can’t add a condition to a column.)If the 'Marital Status' is anything else, those spouse-related fields should remain hidden.  Thanks!

Hi all,I have a workflow and I need to split a document and I need to specify the page number to save into a new file.How I can find out the total number of pages in a document so I can exclude the last 2 pages?Thank you in advance.

Hello,I’m using a date field in CLM forms and I need the “dd MMMM yyyy” format, but the month name is always displayed in English (e.g., 30 September 2025).Is there any option to generate the date in a localized full format, so the month name appears in Portuguese (e.g., 30 de Setembro de 2025)?If not, is Docusign planning to support/translate localized date formats in CLM document generation?Thanks! 

Hello,I am using the Doc Gen step within my workflow to generate a document based on initial form data.The issue I'm facing is related to data coming from a table in the initial form (multiple entries/rows). When I use the “TableRow Select” or “Repeat Select” tags in my Word template to display this data in a table, only the last row of data entered in the form is showing in the generated document. The previous rows are being overwritten.For example, if I enter 2 lines of data in the form's table, the generated document only displays the second line.This is the initial form:I tried both ways:

Hi all,We’re trying to send a formatted HTML email during the "Review and Send for Signature" step in DocuSign. Plain HTML isn’t rendering properly.We have Adobe E-Sign integration working for signature. I know we can send HTML in Send Email step, but need to check feasibility on signature related steps.Has anyone done this or know if it’s supported?

Is it possible to edit the wording in the body of auto-response emails from DocuSign CLM?  Specifically thinking of the External Signature email response/confirmation and the eSignature email response/confirmation.  We have edited the emails that are sent, as much as we can, but once those actions are completed, we are looking for ways to edit those emails as well.  It would include the subject line and the email body.Thanks in advance.

Hi all,Is it possible to call an Intake Form inside a workflow and allow the user to enter data.Thank you.

Good day, Previously, the AI Document Review pop-up would automatically pop-up when I download a document, it no longer does that, how can I enable AI Document Review again on use profiles?Thanks,Pfano

Hi everyone,I'm facing an unexpected behavior in my workflow related to the Params.xml file.I have a logic that compares the <UpdatedDate> value before and after a specific step, in order to detect if the file was actually modified (checked in).The issue is that Params.xml updates the <UpdatedDate> automatically, even when there’s no real change in the document. This causes the comparison logic to fail, since the timestamp changes for no apparent reason.I’d like to understand if this is an expected behavior or if there’s any configuration that could be triggering this automatic update.Thanks in advance for any help!

Hi everyone,I'm exploring ways to implement a multi-step form workflow using DocuSign, but I want to avoid the typical steps of generating a dummy document from a template and deleting it afterwards.Essentially, I'm looking for a solution where users can progress through multiple steps or screens, inputting data at each stage, and then have that data captured so i can route conditionally based on the data.Is there any native support or workaround in DocuSign for this kind of flow? Any guidance or examples would be greatly appreciated!Thanks in advance.

I am new to Docusign CLM. I created a new folder that will receive incoming fully executed agreements utilizing the springCLM email that you can setup when creating folders. I sent a test document to the email address and it was a successful test. However, there were also a .txt and .png file that were parsed from the incoming sender email. I dont want to have all of these extra items in this folder as we have a high volume of incoming emails. Would I need to create a Smart Rule or Workflow to have these additional parsed items automatically moved to a “ junk “ location?  Any assistance would be greatly appreciated.  

We were able to use the dynamic dropdown option for multiselect when setting up a dynamic approver step initiating via DocGen.  When those applicable groups are selected, it looks for the task group associated with those approvers and assigns correctly.  What we are trying to do now is to extend that same functionality to the eSignature step.  I have tried to use the same variable we used for the approvals, but seems that the eSign cannot look into the task group to assign a user as I keep getting the error that an email has not been defined.Can I somehow apply the same logic but to a signature step where it can identify and assign a signer?  Or is this not possible and need to be executed manually?  This is a dynamic selection and could be different every time this form is submitted.  Thank you!