CLM

Hello everyone,We are facing an issue where users are receiving too many email notifications during document reviews in DocuSign CLM.The system sends a separate email every single time a user is tagged in a comment, when someone replies to a comment, or when a comment is marked as resolved. Has anyone found a way to turn off these specific notifications? Any workarounds or advice would be greatly appreciated.Thank you,Radha

Documents always open at 100% zoom. For our use case 100% is too large and users resize on every open. Request: ability to set a default zoom level — either as a tenant-wide setting or a user-persistable preference — so the viewer opens at the user’s preferred size (e.g., 75%) without manual resizing

how can i get an excel spreadsheet exported from esig to a directory in CLM?  I only see 3 options for export in esig under rules.  If not is there a way to dump it to a CLM workflow and then put it into CLM?

Hi DocuSign Community,I'm working with a legal team that uses DocuSign CLM for contract redlining and I'm looking for community input on how others have approached a fairly complex set of approval tracking requirements. We had a proposed solution that didn't get approved internally, so we're going back to the drawing board and would love to hear how others have tackled similar challenges.BackgroundThe legal team's core frustration is that while CLM handles task-driven approvals well, it falls short when it comes to ad hoc approvals, parallel review workflows, and end-to-end audit trails. They've been using an Excel spreadsheet as a workaround to track approvals, which is becoming unmanageable.Key Requirements We're Trying to Solve1. Section-Level Approval Requests The team wants to be able to select specific language within a document, like with the CLM Comments feature, and initiate an approval request based on that selection — ideally from within the document interface itself (e.g.,

Hello,Are there DocuSign CLM APIs that can be used to retrieve contract and metadata information for custom reporting purposes?My goal is to extract CLM data (such as contract attributes, status, dates, parties, obligations, workflow information, etc.) and use it to build reports in an external reporting platform(e.g., Power BI).

Hello,Does DocuSign CLM support Webhooks for contract events?I'm looking for a way to receive real-time notifications when contracts are created, updated, approved, or change status in CLM. Is webhook functionality available for these events?

Where can I find documentation for CLM Workflow Steps?I am trying to set a reminder on an Wait for Signature step and I am confused on the settings.Below,Does this mean that the wait for user to sign will terminate in 3 days, but a reminder will go out every 1 day?  

I want to show the power of Local AI to work in custom eForms within the CLM. This is possible today for free, private, and offline use! 

We created a report to monitor the duration of specific tasks in the workflow (Workflow Overview report) and that looks to be working well but when we do the export, it adds a calculated field beside the duration column and shows it as minutes which is not valuable.  Is there a way to remove that column in some way?

Hi Community,I am working on a DocuSign CLM workflow that combines a generated document with user-uploaded attachments into a single merged PDF using the Combine Documents workflow step.I followed advice from this community thread (https://community.docusign.com/clm-112/workflow-combine-documents-step-20902) which recommends adding a page break at the end of the main Word template so that the attached documents start on a new page in the merged output.What I did:Opened the main Word template (.docx) in CLM Placed the cursor at the very end of the document after all content Inserted a hard page break using Ctrl + Enter Saved and re-uploaded the template back to CLMProblem: The page break is not being preserved in the merged output. The combined PDF does not show any page separation between the main document and the appended attachments.Questions:Is a hard page break (Ctrl + Enter) the correct way to do this, or is there a specific CLM merge tag or method that should be used instead? Doe

Is it possible to show the number days since we generate each contract?

Looking for help with reusing existing DocGen forms on different Salesforce objects.Currently, all DocGen forms are configured on the Account object. Requirement is to reuse the same forms on Opportunity and Contract objects. I assumed that passing the correct object type and object Id during the Create and Upload step would be sufficient. However, when the document is generated and viewed in SF DAL, it always gets stored under the Account folder instead of the runtime object (Opportunity/Contract).Has anyone successfully reused DocGen forms across multiple objects?Is there additional configuration required to override the source object or target folder behavior?Happy to share more details if needed.

I am currently working on a DocuSign clm advanced workflow and i would like to know if i can download the workflow which is in executing status not the published one. Is there a way to do it.

While using Microsoft 365 web for contract editing, it creates several version due to the Auto Save fuctionality in Microsoft 365 web. Is there a way to delete the unwanted versions?

When a user begins filling out a DocuSign CLM intake form that includes a field linked to a CSV file (e.g., Vendor Name), the form auto-saves its state. A change is made by the admin to the CSV file after this stage and If the user exits without submitting and later returns to the form, the linked field displays the previously saved data rather than the latest values from the updated CSV. This results in outdated information being shown unless the user discards the draft and starts a new form, which then correctly reflects the updated CSV data. How can I fix this?

all evironments CLMs look like this since today: seeml like not working only for us, any idea wha’t s been done in the deployment???

I start a workflow using a POST request to /v2/{accountId}/workflows in an eform. I need to redirect the user to the task that was assigned to the user from the workflow. How can I achieve this?

I’m trying to develop a custom integration between DocuSign CLM and one of our internal applications. I have DocuSign communicating with a few API calls through a set of load-balanced servers past our firewall. During this interaction, I must keep track of which of our servers I began the communication with. This is done with cookies given back to me through the initial authorization call: one from the server and one from the firewall. Both are returned as Set-Cookie response headers. In my DocuSign CLM workflow, I use the HTTPS Client Step to make my API calls and I have the response headers being put into a variable. The issue I’m running into is that DocuSign seems to save one of the Set-Cookie headers but not the other one. It just seems to save whichever it sees first.Is there a way I can save both of these Set-Cookie response headers when I make an API call using the HTTPS Client Step? Thanks!

Hi everyone,Is there any possibility to export dashboards to another environment in DocuSign?I know that reports can be exported, but I would like to understand if the same is possible for dashboards as well.Thanks in advance!

Hi all,I have a workflow that calls an intake form to upload a document. When a user with CLM User permission tries to upload a document an error occurred (see screenshot below). I also added the user under the Folder Security and assigned the following: “View & Create” or “View & Edit” or “View, Edit & Delete” or “View, Edit, Delete & Set Access” but to no avail. Am I missing some settings?As CLM Admin, I can upload a document without an issue. Thank you in advance. 

Is it possible to manage CLM Users via API, like setting user PERSONA and the MANAGED BY field?

Hello we are having some instances where we send a document for external review and the client will download and replace with a different copy. Is there a way to block the ability to do so? we’d like the client to accept/decline/comment on the review but never replace the document for compliance reasons. Is there an easy way to do so? thanks!

Hi everyone,We want to use multiple language versions in our contract templates, and the system should automatically send the correct language template to the customer based on their region/country.Can someone guide me on the best way to set up and manage multiple languages in contract templates?Any best practices or configuration steps would be really helpful.Thanks in advance!

I have had an extreme amount of agreements where the Task errored out.  The contract is not in any end date (Fully Signed, Cancelled, etc.), but there is no longer a Task assigned.  I need to find a list of all of these agreements so that I can go in and manually clean them. I have a report that pulls up any agreement that does not have an end state status, but can’t figure out how to remove those that still have Tasks assigned (these are easy to find and we won’t need them on the list).  Does anyone know how to do that?  I need it to find contracts with no Task, but one of several Attributes.

our client wants to use a Signing Group and  restrict editing of the recipient email address in Review and Send for signature  Workflow step. Is this feasible to do within CLM without using the e-signature envelope template?