CLM

Hello - does anyone know where the remind button went on the new Document Interface?  It used to be in the Workflow Activity Section.   

Is there a way to download files without them going into a zipped folder?   

Hi All,I am trying to reduce my seats from 2 down to 1, and also wanting to downgrade from Business Pro to Standard.However, it seems the system only allows one or the other, not both? Is this correct or is there another way to do both?Thanks.

Is there any way of adding multiple options dropdowns into a Form? I am trying to add them the same way I created the cascade section for the Attribute group, however I can only select 1 of the options. Many thanks.

Hi all,I am issuing a report to gain visibility over who initiated a Workflow. However, it is showing me Workflows initiated by deleted users. When I try to filter them out using the "Initiated By" filter, their names do not appear as they have been removed from CLM.Is there any way to avoid these deleted users from appearing in my reports?Many thanks in advance!

I have installed the DocuSign CLM in salesforce org from App exchange. And I want to Connect DocuSign CLM account to the Salesforce Account. How to create CLM account. Please give any CLM link to create Account. I’m unable DocuSign CLM configured my salesforce account. How to setup CLM and create a DocuSign CLM account.

I created folders and moved the envelopes in there. I want to shield some folders from some users. How do I do that? 

Hi! Help me understand if the second party who has been sent a document to sign can make edits to it in a "Suggesting" mode like google docs, not only leave comments. Is there such a feature in DocuSign?Thanks in advance! 

I just opened a personal account and am using DocuSign for the first time. I have a limit of 5 envelopes that I can send each month. Would anyone be able to tell me if this limit applies from the day I signed up? Or is it simply monthly, as in the 1st and last day of each month?For example, if I signed up on 3/29 and sent 3 envelopes before 3/31, do I get another 5 envelopes as of 4/1? Or do I only have 5 envelopes from 3/29 - 4/29?Any insight or assistance is appreciated. Happy holiday to all who celebrate! Best, Jordan

Hello, Im newer when it comes to CLM and Im having an issue with getting updated information from the Document that is getting updated by end users. How everything is setup:Form is completed by a user in Salesforce which we pass in field values that then merge into our CLM Document The new Document triggers the workflow to kickoff. Then we update Salesforce based on the document and the changes. We want to track changes made in the document with fields that we merged from salesforce. The issue:I have successful been able to update salesforce with hard coded data but when I try to pull the values from Params.TemplateFieldData.FieldName its not showing the updated value from the document its showing what was first passed into the Form at the start of the process. Any help would be much appreciated!

Our department is looking for a better way to manage overdue tasks in DocuSign CLM.  Currently, if one can’t get to their tasks that are due today, the due date is automatically bumped to the next day by the workflow.Just curious how other customers are managing their tasks in DocuSign CLM.

How do you change the size of lettering on the home page? It seems to have adjusted to a smaller size and need to enlarge wording.  Thanks!

I often have to send multiple documents for signature at one time and I do so using a single envelope. However, when I download the PDFs of the files it creates a zip file and that changes all spaces in the file name to be underscores.Is there a way to NOT change my file names when I just want to download a few files at one time that were all signed in the same envelope?

In my CLM Template, I have ALT Clauses, one of these should pull in the eSigned Date. I’ve placed conditionality in the Template for the use of the ALT; however, the eSign Custom Tag does not seem to be pulling in when I generate a contract instance or when it is sent for eSign. Any ideas??In the Template: <# <EndConditional/> #><# <Conditional Test="// Effective_Date[@optionName = 'Standard ALT1’]” /> #>/ContractEffectiveDate1/<# <EndConditional/> #>In eSign, this shows up blank rather than capturing the date expected. 

I am trying to audit our licenses and find out who is actually using the system.  Is there a way to report on actual logins from our users?

Let’s say we generate a contract which has a clause of ‘Payment Terms - 30 Days’. The contract goes for external review and he wants the clause ‘Payment Terms - 60 Days’ (Considering the language for both the clauses are different).There are 2 scenarios:1.We are using clause library to maintain all the clauses All clauses are within the template based on conditions.​​​​​​​Is there a way to update the information in the In-Progress template via workflow for the scenarios?

What is the biggest value driver for CLM for you？Curious for this discussion.

I selected move documents and while doing it allowed me to name a new folder but can’t find documents now

I’ve started with docusign CLM-administration training. Topics started like how to configure e-forms, smart rules etc. So it required practical need. We have UAT environment, can’t do any training stuff in it. I want know is there any training environment where I can do my training practical exercise.

Greetings!  Is there a way to create a Text field that will automatically calculate “Today’s Date” but list it in an alpha-numeric pattern? Ex March 6, 2024.  We want the signatory to be able to click on the date field and it generates the date without the need for them to type in the full date. 

I just logged in to open a personal account with docusign and I also use a business account with the company I work for which is not under my name.When I login to the personal account my business account is what comes up.Why can’t I separate these two accounts at login?

How do I tell what version of DocuSign we are currently on?

How in Docusign do I manage contract dates so that I can see what dates contracts expire?  By expiring I mean the actual contract, not the signing date.  Is it possible to get reminders of contracts when they expire in 3 years?

Using the new search function in CLM, using Name (under CLM Document Details) does not produce expected results. Goal is to narrow search results to text embodied in name (and exclude document text).Searching on “Name exists” produces only small number of documents that have that field populated.Why is Name parameter not finding CLM Document Details Name? How do we search by CLM Document Details Name if not using method described above?

I need certain reports to refresh daily without having to manually update the end date for the date range I’m looking at in the report. One of my reports needs to show the quarter, for example January 1, 2024 through March 31, 2024. Current options:Rolling Date Range - this looks back X days and looks back too far. If X = 90 and today is 3/26/2024, the system returns dates prior to January 1, 2024. This is not an optimal solution. Custom Date Range - this looks at the date I want/need, but requires manually updating every day. The system doesn’t allow for the inclusion of future dates. This is also not an optimal solution.I need a way to not have to manually update custom range, but have it be rolling or inclusive of the entire time period even if some of the dates in the period are in the future.