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Teams - I tried to follow the below steps to set up notifications within CLM but I am not seeing the same thing that it shows in the documentation.  From the below instruction, all I see are notifications for Slack which are also greyed out (not a big deal, not using Slack).  I am an organizational admin so should have access to determine notifications but also want to make sure the configuration is correct for the end users. 

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You can configure your task preferences in your Docusign CLM account. You can instruct the product to return to your inbox after you complete a task in Docusign CLM.

  1. Log in to Docusign CLM.
  2. Select the user profile icon in the top right corner, and select My Preferences.
  3. Configure your task preferences:
    1. Select the Return to your inbox after completing a task checkbox in the Tasks section.
    2. Select Save.

You have configured your task preferences. Selecting the checkbox instructs the product to return to your inbox after you complete a task in CLM.

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Is there another step I need to verify or validate?  Thank you.

Hello ​@sgreer 

Welcome to the DocuSign Community!

The steps you're referring to actually relate to setting up your email signature within your CLM account. This signature appears in email notifications when you share documents via CLM—for example, when sending documents directly from the repository.

To assist you more accurately, could you please clarify what type of email notifications you're looking to configure? For example, are you referring to task reminders, workflow status updates, or something else? Once I have more details, I’ll be happy to guide you through the correct setup.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
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🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Good morning, Pawan!  Yes, what you mention above is exactly what I am looking for, task reminders, workflow and ensuring that if there are due dates/expirations that notifications are sent out.  I appreciate your help!

For the type of notifications you're looking for such as task reminders, workflow alerts, and expiration-based notifications, you'll need to configure custom emails within the workflow itself.

You can do this in a couple of ways:

  • Human Step Email Notification: Use this for task-related reminders to notify users when a task is assigned or pending.

  • Email Step: This is helpful for sending custom reminders or expiration alerts at specific points in the workflow.

Let me know if you need help setting any of these up!

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

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