CLM

Hi,This is our first global implementation and would appreciate any knowledge sharing if you have done something like the below:We are having issues with the CLM contract routing after it has been approved by Legal and vetted for further approval and signatures. This approver  and signatory information is being read from a data file (based on associate org hierarchy ) which is available in CLM.Thank youSavio 

Hey everyone,I’m wondering if there is a way to pass form values through the doc generation URL in Docusign CLM? I know we can pass field values from Salesforce, but sometimes there is data we would like to pass that may not be stored in Salesforce. For example, if we have multiple amendment types (for example Amendment Type A, Amendment Type B, and Amendment Type C) that use the same form, we would like the user to be able to select Amendment Type B in a flow and then redirect them to a form where Amendment Type is already set to Amendment Type B. We have the flow working and redirecting correctly but can’t figure out how to autofill the Amendment Type field. Any help would be much appreciated!

I have modified the brand resource files for use with esig.  I’m having trouble figuring out how to associate a CLM workflow to a brand with modified resource file in esig.  Any help would be appreciated.Thanks

I’d like to have the Email Documents step in my workflow however I’d like to present the user with a prepopulated form that allows them to review the email content before the step fires. My workflow or logic looks like this: Choice → “Send Email” (option)Review email content (this is the page I’d like to present to the user) Email Documents.The Email Review page doesn’t need to include the actual documents.  I’d like it to include the Recipient, Subject, and email body. (3 different text fields)  [The subject and email body I’d like to retrieve boiler text from an eForm.]  After that information is submitted or captured by the CLM user I’d like the system to pass that into the Email Document step. My hunch is that I use the Full Page Edit form step but can’t get it to work correctly or maybe there’s a better step?Can anyone elaborate on how to use this step or suggest a better approach? Thanks.

Hello All, I am very much new to docuSign and i am working on a requirment to show a screen to the end user and take his/her inputs for the attributes and assign collected attributes to the document just uploaded via. E-form, Can anyone please help me with this use case and direct me to the correct implementation path. Thanks in advance 

Hi all, Is there any place where I can find an XML Tag Library with tags for conditionals or repeats. Please see the example below: CONDITIONAL<# <Conditional Select="//FIELD NAME" Match="Yes"/>#><# <EndConditional/> #>TABLE COUNT CONDITIONAL<# <Conditional Test="count(//TABLE NAME)=><NUMBER "/>#><# <EndConditional/> #>REPEAT TABLE<# <Repeat Select=”//TABLE NAME” Optional="true"/> #><# <EndRepeat/> #>REPEAT ALL TABLE EXCEPT THE LAST ELEMENT<# <Repeat Select="//TABLE NAME[position() < last()]" Optional="true"/> #><# <EndRepeat/> #>SHOW LAST ELEMENT ON A TABLE<# <Content Select="//TABLE NAME[last()]/COLUMN NAME" Optional="true"/> #> Thank you

Hi all, We have an UAT environment that has not been used in a long time and I would like to wipe it in order to install a JSON of the current Prod environment. I have installed JSON in the past and activated the options to override any existing item in UAT, however, some folders, Form, etc. remain in there. This may cause confusion to the admins and the users. Is it possible to completely erase everything in UAT? Many thanks in advance!

Hey everyone,I’m trying to understand how to use a variable to assign multiple document metadata attributes for review in a CLM review step. Here’s my scenario:I have ~30 different documents that share some attributes but not others. For instance, Doc A has Effective Date and Cost that need to be reviewed and Doc B has Effective Date and Contract Duration that need to be reviewed. The thing is, all the documents follow roughly the same review and approval process. As such, I’m trying to create a utility subflow for review/approval that can be leveraged by every document. However, this requires that I can pass the subflow the attributes for review in variable form so they can be dynamically set. Otherwise I will need a huge decision point within the subflow to dictate which document metadata needs to be reviewed, which basically eliminates the value of the subflow. I’ve searched around including trying to follow the guidance here that “when using a variable, separate with #.# .Example:

Hi all,I have a question about adding comments and tasks to notify users during workflow processes. Is it only possible to tag users who has been assigned access rights? In my case, I seem to be able to tag all users, as they are all CLM admin in our UAT environment 😅 

Hello.  I am trying to tidy up our CLM tenant and would like to bulk download hundreds of older documents to store outside CLM in an archive. How do I bulk download?  I don’t want to have to manually select and download 20 at a time.  Is there a way to do this please?

Hi!Asking since signer typically does not review, but moreso redliner works internally, then routes to their signer.We want to avoid having the redliner return or have the signer ignore especially as DocuSign spam concerns.Thank you,Dave Z

Hi!Is there a way to have multiple party files with party management enabled? Asking since we have multiple business units each with their own customers, so don’t want to open system up to errors by selecting another business unit’s customer or death scrolling by listing all business units’ customers for everyone.Thanks,Dave Z

Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation.  Does DocuSign CLM allow a user to automatically receive another user’s approval requests over a predefined time period?  

Is there an API that can be called to give someone CLM access at the beginning of a workflow and then remove access at the end of a workflow?

We are using the CLM Files Lightning Component to display the documents in Docusign associated with the Salesforce record on screen.  It currently displays the Filename, Description, and Last Modified date, but I’d like to be able to show different columns (or at least know what other columns I could potentially show). Do we have any control over what columns are displayed from within the CLM Files Lightning Component?  If so, how can I change those columns?

Being Super Admin, can I login to SpringCM as a certain user and see the content that is available to the user?

Hello,We have added to our existing task group a new employee. She receives the emails specifying that a task group review has been requested, but when she tries to click on the task or on the document (whether in the email or directly on CLM), she has a page displaying that 0 document is to be reviewed. On the other hand, all 3 other members of the task group can see the task and the document, and the task has been neither attributed to one person or completed. We also tried to attribute a task to her and she has the same issue.I checked also the security of the folders and it should be ok as I added her to the group “Legal” we are part of, and the Legal group has access to everything.She has only a CLM user status and not admin (while the other 3 members have an admin status), but I do not believe this should be an issue?Any help to solve this would be really appreciated!!

As a delegate signer, at what stage can I upload the directors signature to sign a document, bearing in mind the director does not have Docusign account nor is added to a any Docusign account.  

Hello I am having some trouble with renaming my documents. I’ve uploaded some PDFs and associated their respective attributes to them using Smart Rules - Bulk Attribute Association and now I want to rename the same documents using their attributes.  DocuSign support mentioned the xpath is incorrect, but I’m not able to find anything that can shed some light on this. I’ve also tried to apply the Example Use Case: XPath expression creates folder and moves document without success. Any help would be appreciated!Thanks!

Hello all,Trying to add autoplace fields in my document templates on CLM. The form fields are populating on my merge templates but it is still requiring me to manually drag and drop my signature and date signed box onto the document.I have checked my eSignature settings and reviewed the Document Custom Fields, and the CLM template also matches my autoplace text.Autoplace text: /s{r}/Text in CLM document: /s1/The document field is also shared.Could it be a workflow step? Or is there another setting I would need to enableThanks in advance

Good Day - Has anyone successfully built the Workflow Builder (formerly Maestro) Workflow for ‘Store Files in CLM’?I can’t get passed the 2nd step ‘Choose which documents to store’ where I need to select a variable for Document ID. I tried to create a new variable but the system won’t recognize it - I tried to create a text variable, number variable, and object variable - none work. Please see attached screenshot.I also searched for documentation on this but couldn’t locate any in the support documentation.I’d appreciate any guidance on this. Thank you

I am building a Form to facilitate populating a docgen template with values from Salesforce. When linking the form field to a Salesforce field, I am not seeing all of the related objects that I would expect to see. How do I refresh the metadata such that my new object appears for selection?I am expecting to see the Corrective_Action__c object, which has a master-detail relationship with the Audit__c object (the form and configuration’s base object):  

Hi everyone,I'm having trouble getting data from a Salesforce checkbox field to show up in the Param's XML during document generation in DocuSign CLM. The document generation process is tied to the Opportunity, and the checkbox field is located within the Opportunity Line Item.To link to this checkbox field, I set up a table in the Document Generation form. While I'm able to see and select the field in the form, the actual data isn't coming through into the XML. I need this checkbox field to implement conditional logic for showing/hiding certain terms and conditions in the document.Has anyone encountered a similar issue, or does anyone have advice on how to query the checkbox field to make sure the data is included in the XML?Thanks in advance for your help! 

When sending a document for external review to someone who does not have a CLM license, they can not see previous/redlined versions. Is there a way we can accomplish this without giving them a CLM license?

Can we add workflow activity status like "Waiting for Chris Rice to send for External Review" into the Report. As of now this is default status generated at Review and Send for External Review step.