CLM

Hello,I have created a dashboard of a custom workflow step report. The dashboard is showing a workflow status of ‘failed’; however, I have aborted the workflow and my admin workflow activity page shows the same workflow aborted. Any tips how to sync these up? I want failed in my dashboard, but not aborted. Thanks!

Hi,I have created within DocuSign lot of groups that are used to set the correct folder security for each user.Our goal is to roll out DocuSign CLM throughout the company. A lot of users, a lot of folders and a lot of confidential documents.  A big concern is how to deal with this. Managing the groups within DocuSign is one option. Is it an option to manage the groups at Microsoft level and sync with DocuSign ? Are there any best practices on this topic ?Thanks for your input.  

Hi, I have a situation where I want to use Column A of CSV to generate dynamic dropdown attribute and use Column B later in the workflow to map Column A values (but not as an attribute or dropdown.) Is there a way (perhaps using Reg Express? Customize?) to narrow the dynamic dropdown to only Column A? Or do I have to maintain 2 separate csv - one for dynamic dropdown and the other for mapping? 

Hi,The issue is when contracts are generated using Workflows the emails are sent by a user. The requirement is to send the contracts depending upon the salesforce Environments - Dev/QA/Prod by (admin of that environment for example dev@ABC.com for Dev environmentor QA@ABC.com for QA environment or prod@ABC.com for Production)Anyone any idea how to accomplish this?Thanks!

We have two envelopes, orginiated from templates, that are being returned to the first signer after the secdond signer has completed their task, instead of going to the sender. If you’ve had this happen before, what was the cause/fix? 

I have just joined an ongoing project which is on the configuration stage of DocuSign CLM. As we’re planning for next steps, repository, we’re told that DocuSign has no capability to bulk upload documents. I have evaluated a lot of CLM solutions in the past and this didn’t seem an issue, has anyone else had the same experience or have you been able to upload bulk documents? If yes, how many at a time. Thank you in advance! 

I want my form to have format of “DD ‘DAY OF’ MMMM YYYY” for my document. However, doing this format, I cannot get my date attribute to appear correctly. I have tried to make my variable both a date and text and have tried the formatted and unformatted version of my form field, but no luck. Any tips?

Hi, for some reason my Docusign interface was set in french since the beginning. How can I change it back to English?(I’m not referring to a specific document but the entire Docusign interface online) Thanks!

About a week ago contracts, agreements pricing, and even voided envelopes have started being resent automatically, even though no one internally has requested. For example, I’ve the same completed new customers agreement come through multiple times via email. Not sure what is causing this or how to fix it. 

Are any SpringCM administrators using it to track Trademark (and other IP) registrations?  If so, do you have any recommendations for how to set up Attributes? Been using DocuSign for almost a decade, but new to SpringCM.

Hello,Our recipients have recently stopped receiving a custom scheduled report that we used to get in the last 11 days.Can anyone who has had similar issue in the past let me know how this was resolved? Thank you,

I’m trying to review the new environment in demo to see if I need to update any of our workflows. I can see the new headers from some screens, but when I try to navigate to home it reverts back to the old UI. Anything I’m missing?

I have the 5 envelope plan. I needed to change the recipient, but it won’t allow me to do that, so I had to delete the envelope. Do I get that envelope back? Or is that just a waste of one of my 5?

Hi all, I’m creating a new eform and have a text field which I’d like to show as N/A by default unless the text is changed by the person inputting. When I put in N/A into the Default value and save it’s coming up with an error each time.   Does anyone know why this is happening or how I can resolve?  If the inputter clicks no to business approvals I want the form to default to N/A otherwise it comes out as blank.    Thanks

I there a way to see the Folder ID that is connected to a Salesforce Object for DocuSign CLM? 

Does anyone know how to add a wildcard at the end of the folder path so that it also looks for subfolders? I am using "Find Documents by Metadata" but the include subfolders option is not available and I want the system to review all folders within.

Has anyone used a funnel graphic to illustrate total number of documents at every stage of review and signatory lifecycle?

Dear All,I hope somebody can help, I am trying to setup a table in CLM where the user will have certain options to choose from depending of the csv file that we have created. When testing it I notice when just one selection has been made in the table it is all working  when adding a second row I get the following error: I am not sure on how to solve this the merge tags that I have are <# <TableRow Select="//Aanvulling_tot" /> #><# <Content Select="//Group_of_Products_Aanvulling" Optional="true"

Created an envelope but when I download the PDFs I get the issue in the header, see attached image. Please advise  

Is there a way to have dashboards dynamically update when a user logs in and or have it scheduled to update automatically?

Hi. We are using Docusign CLM which houses our signed contracts. These get attached to our Quotes in Salesforce, but I am looking for a way to download the CLM document as a PDF and attach it to the relevant quote. Ideally, I would like a way to do this in bulk, so we don’t have to go through and manually download each document. Is there a way to do this? I am aware of Docusign Retrieve, but I am not looking to store all my contracts in a folder, I would like them to be stored in SF on each individual quote. Thanks!

I have a document that I am trying to print one page of to save and it is only printing half of the page to pdf. How do I fix this?

We updated the payment method on our account several months ago because our old payment method expired 2/24. We continue to have access to DocuSign and are being charged to the new payment method. However, every time we log on we still get a banner on the top of the screen saying that our payment method is expiring 2/24 and needs to be updated. How do we get this rid of this banner?

Subscription paid - but docusign account was not updated  

We used a template 37 times to get responses to the same question. I want to bulk export the form data so that all 37 peoples info is in the same spread sheet (like an export from a survey or online form). Is there a way to do that?To be clear, NOT the envelope data, the form data from the fields in the document.