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Announcement or instruction banner in Docusign CLM


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Is there a way in Docusign CLM to be able to put an announcement or instruction banner to all the CLM users that is visible on their CLM instance?

Best answer by Aishwarya Konki

Hi ​@Kelly.Gatling ,

Thanks for the response. However, I cannot see the option to enable - Enable Administrator Custom Message option. Is there a reason why and could you please let me know how we can enable that?

Regards,

Aishwarya

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4 replies

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  • Docusign Employee
  • 35 replies
  • March 11, 2025

Hi ​@Aishwarya Konki,

Someone asked this recently and this was my response:

Out of the box, CLM does not have a system wide notification option. However, esign does and if your users are directed to esign first when logging in, it could be a good option to notify them.

To use this, go to esign > Admin > Account Profile > Enable Administrator Custom Message. This will display on the homepage of esign.

In CLM, one possible way to handle would be to notify users via email. To accomplish this, add all of your users to one Group. In CLM, use the Send > Email option to email the group. By doing this, you have to send a document as well so attach a document of the known issues or additional information. 

Hope this helps!
Kelly


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Hi ​@Kelly.Gatling ,

Thanks for the response. However, I cannot see the option to enable - Enable Administrator Custom Message option. Is there a reason why and could you please let me know how we can enable that?

Regards,

Aishwarya


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  • Docusign Employee
  • 35 replies
  • March 12, 2025

As long as you are a full admin and in the esign account, I cannot think of a reason why you would not be able to see this. Below is a screenshot for reference. If you cannot see it in esign, then the next best thing would be to open a support ticket to request help in turning it on (although, I think that it should be standard for all accounts). 

 

 


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Hi Kelly,

Thanks for the help, found the setting.

 

Regards,

Aishwarya