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Hiding the new default attributes from new update

Forum|Forum|1 year ago
January 8, 2025
6 replies
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I think this is related to new enhancement in DocuSign. can we hide this (see screenshot) in the UI? The default attributes are not useful to us.

CLM

Best answer by Michael.Rave

@Justin Jiang

This may be related to the preview format being defaulted to “Document Reviewer”. See the January 2025 CLM release notes for additional information.

You should be able to navigate back via the bread crumbs when you are on a document, see below:

In the folder structure, this looks similar and you can click on the links to go back a folder.

In this example either “PoC CLM” or “Document Upload”, being in the “Bulk Review” folder:

Pawan Gangwani

Hero

Hello @Justin Jiang

All these attributes show up when we enable the party management in CLM. so the only way to hide them is to disable the party management if you are not using that feature.

Thanks!

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Michael.Rave

Docusign Employee

@Justin Jiang

As @Pawan Gangwani said, there might be the option to hide these attributes for now by disabling party management. Please be aware that the party management module will become mandatory for everyone.

The default attributes in Docusign CLM are part of the transition to Intelligent Agreement Management, starting to bringing the Agreement Data Model to CLM. If you previously defined custom attributes that are now part of the default attributes, we recommend to migrate the existing values to the default attribute and to remove the custom attribute to avoid duplicate attributes.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Justin Jiang

Author

Established Contributor

@Michael.Rave Hello Michael, we also noticed that the version history comments also disappeared, and we do not have the bread crumbs we used to have to navigate back a layer in the folder structure.

Welcome to the DocuSign Community and University! Your feedback is immensely appreciated. If this answer resolves your issue, please feel free to give it a Like and mark it as the "Best Answer". This helps others in the community find the information they need. Visit us at http://dsucustomers.docusign.com for more resources and support.

Michael.Rave

Answer

Docusign Employee

@Justin Jiang

This may be related to the preview format being defaulted to “Document Reviewer”. See the January 2025 CLM release notes for additional information.

You should be able to navigate back via the bread crumbs when you are on a document, see below:

In the folder structure, this looks similar and you can click on the links to go back a folder.

In this example either “PoC CLM” or “Document Upload”, being in the “Bulk Review” folder:

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Justin Jiang

Author

Established Contributor

@Michael.Rave Hello Michael, how about the version history comments? Those were important for redlining.

Welcome to the DocuSign Community and University! Your feedback is immensely appreciated. If this answer resolves your issue, please feel free to give it a Like and mark it as the "Best Answer". This helps others in the community find the information they need. Visit us at http://dsucustomers.docusign.com for more resources and support.

Michael.Rave

Docusign Employee

@Justin Jiang

I am not sure, where you are missing them exactly?

Nothing has been removed, it may look a bit different in the user interface with the new preview.

"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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