CLM Folder Security Report

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!

Done. Thank you.

14327205 - CLM Folder Security Report

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

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

​@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

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.