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Download document in CLM workflow

  • February 5, 2025
  • 2 replies
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New Voice
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Hi, I wanted to know if it is possible to download a document from an external source using the http client in CLM. I have to download the audit trail from adobe. I have set the headers as Accept: application/pdf. My response is showing 200 but I’m unable to see anything in the output variable. I’ve tried to set output variable as document, custom xml and text. document and xml ones are showing empty and the text one says Action failed with exception, returned: Value of variable output contains invalid unprintable characters.

Thanks for your time and help.

Best answer by mrave

​@Servesh 

No, this is not possible. CLM workflows only handle the documentIds, but don’t contain the actual documents.

It would be possible to do the following:

  1. Add HTTP Client step to the CLM workflow, which triggers your middleware/application
  2. Your middleware/application uploads the document to CLM via an API call and receives the CLM documentId in the response
  3. Return the CLM documentId in the response to the HTTP Client Step
  4. Use that documentId in your workflow to reference the uploaded document
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Michael.Rave
Docusign Employee
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  • Michael.RaveDocusign Employee
  • Docusign Employee
  • 929 replies
  • Answer
  • February 5, 2025

​@Servesh 

No, this is not possible. CLM workflows only handle the documentIds, but don’t contain the actual documents.

It would be possible to do the following:

  1. Add HTTP Client step to the CLM workflow, which triggers your middleware/application
  2. Your middleware/application uploads the document to CLM via an API call and receives the CLM documentId in the response
  3. Return the CLM documentId in the response to the HTTP Client Step
  4. Use that documentId in your workflow to reference the uploaded document
"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
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1 person likes this
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    Servesh
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New Voice
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  • ServeshNew Voice
  • Author
  • New Voice
  • 12 replies
  • February 5, 2025

Thank you, this is what I had in mind too. Wish there was an easier workaround.

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