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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
+12- Established Contributor
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!
+15- Digital Leader
- 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- Active Voice
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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