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Question

Communicating System information to CLM users on our platform

  • March 5, 2025
  • 1 reply
  • 15 views

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Hi, 

I’m new on the forum and we have a newer installation of DS CLM.  We’ve had some issues that effect many users.  Within the platform, is there a way to communicate with the user base regarding known issues or any other kind of user-directed notices?

1 reply

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  • Docusign Employee
  • 35 replies
  • March 6, 2025

Hi ​@JanetG

Welcome to the community! 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