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Is there a way to export the outstanding tasks in DocuSign CLM in a report, csv?
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DocuSign CLM: exporting outstanding tasks in a report
+11- Digital Collaborator
- 205 replies
Best answer by Pawan Gangwani
Hello
I hope you doing great. These is a one way around to do that.
so create one status attribute which shows that where is the task right now or where it’s outstanding.
you could populate this to an attribute or the document description and then put those into the report
and then create the “Workflow Activity Report” and apply the filter and column.
Thanks!
+13- Rising Star
- 387 replies
- Answer
Hello
I hope you doing great. These is a one way around to do that.
so create one status attribute which shows that where is the task right now or where it’s outstanding.
you could populate this to an attribute or the document description and then put those into the report
and then create the “Workflow Activity Report” and apply the filter and column.
Thanks!
+2- New Voice
- 7 replies
Pawan Gangwani wrote:
Hello
I hope you doing great. These is a one way around to do that.
so create one status attribute which shows that where is the task right now or where it’s outstanding.
you could populate this to an attribute or the document description and then put those into the report
and then create the “Workflow Activity Report” and apply the filter and column.
Thanks!
How do you suggest to add Description into a report?
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