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CLM Folder Security Report

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How do I get a report of the security on each CLM folder?

Pawan GangwaniAnswer

Hero

Hello @Dave.Ziskind

Welcome to the DocuSign Community!

In the CLM there is not report which give you data of security on each folder however you can reach out the DS support and raise the ticket to get more information.

I am not sure, but “DocuSign Monitor” have that kind of functionality.

thanks!

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Pawan Gangwani

Answer

Hero

Hello @Dave.Ziskind

Welcome to the DocuSign Community!

In the CLM there is not report which give you data of security on each folder however you can reach out the DS support and raise the ticket to get more information.

I am not sure, but “DocuSign Monitor” have that kind of functionality.

thanks!

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Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

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Dave.Ziskind

Author

Active Voice

Done. Thank you.

14327205 - CLM Folder Security Report

Status: Open | Date created: 10/15/2024 | Last Updated:10/15/2024

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newtoclm

Digital Collaborator

Did you ever get a response from support? I am interested in a report like this as well.

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Dave.Ziskind

Author

Active Voice

@newtoclm

Support said, “You are able to see the the folder security on a per-folder basis, but there is no report that would show you what folders have which security in place.”

CLM is opaque and unforgiving, so be sure everything is well designed before starting building which is not the approach of some partners.

Thank you,

Dave Z

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newtoclm

Digital Collaborator

Yeah. I found their reports to be lacking and not easy to use. They have a lot of options, just not any that seem to be what you need.

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