Auto-saved DocuSign CLM intake forms do not reflect updated data from linked CSV fields when reopened.

Question

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 This results in outdated information being shown unless the user discards the draft and starts a new form, which then correctly reflects the updated CSV data.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?

Pawan Gangwani · Answer

Hello ​@Aishwarya KonkiWelcome to DocuSign Community!This behavior is expected because the CSV data is stored in the CLM repository, which is separate from the DocuSign DocGen form. Since the form saves its state when the user begins filling it out, it retains the data from the CSV as it existed at that time. If you update the CSV file afterward, the form won’t automatically reflect those changes unless the user refreshes or starts a new form.To see the latest CSV data, users will need to discard the draft and reload the form so it can pull in the updated values.Thanks!👪 DocuSign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedIn

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