CLM

Is there an example of using the ‘Configuration Variable’ with A SOQL Query in an Update Variable Value Step?https://support.docusign.com/s/document-item?language=en_US&bundleId=yks1643320936212&topicId=man1576610096178.html&_LANG=enusConfiguration Variable: Specifies an XML variable whose value contains a valid SOQL query describing the data to read from the Salesforce record. The variable’s value must also contain the schema of the output variable that stores the result. A configuration variable works similarly to a configuration document, except the XML variable’s value gets crafted directly in the workflow. In the Update Variable Value workflow step, you use an expression to craft the SOQL query. The step then assigns the query to an XML variable. Use a configuration variable when your query contains dynamic parameters. The parameters can be dynamically inserted into the SOQL query when using the expression. An example is a query with a WHERE clause that uses a data poi

Hi everyone.I'd like to know if there's a way to ensure that once a user claims a task from a task group, all upcoming tasks in that specific task group within that specific workflow execution will be automatically assigned to that same user.So I saw that there is an opition in the configurations of a human step called Task Group Assignee and that it is possible to create expressions from it. How would it be an expression where a task is directed for all members from a task group the first time, but redirected to the user that claimed it, in the first time, afterwards (when returning to the same step, like a choice for example)?Thanks

Please check the below URLs:1) ==> https://s1.us.clm.docusign.com/clm/doclauncher/OneClickDocGen?aid=39310&config=Financial Table&eos[0].Id={!Opportunity.Id}&eos[0].System=Salesforce&eos[0].Type=Opportunity&eos[0].Name={!Opportunity.Name}&eos[0].ScmPath=/Salesforce/Account/{!Account.Name}/Opportunity2) ==> https://s1.us.clm-d.docusign.com/clm/doclauncher/OneClickDocGen?aid=178586&config=Financial Table&eos[0].Id={!Opportunity.Id}&eos[0].System=Salesforce&eos[0].Type=Opportunity The 1st one is from the production environment, and the 2nd one is from the demo environment. I can understand the different aid, but why is it not matching the rest of the URL?It should be the same except for the aid and domain URL.

How do I stop the XML from being created, along side of my Word document?  The history said it was from a document package builder but I cannot find where that is located or how I can edit it.  I only want the word document with the signature at this point and this action is cluttering up my folders.  Thanks!

Hi Team,We are in 'Review and Send for Signature Task'.Here we have in total 5 documents to display. The Order in which documents are appearing in tasks view we want same order to be displayed in 'Additional Documents' section in this task.But every time we are seeing documents in 'Additional Documents' section are not coming in correct order.Can you please help as we want them in the order of their priority.

Is there any way for my customer to update the language in a DocuSign CLM default screen?  If you can see the attachment (inside the red box), they were looking to update ‘Choose a Template’ and some of the explanation text to be more specific to their teams and users but I cannot find anything that says we can or can’t update. 

Hi - I have created fields in templates within a doc gen form and the user fills out those fields on the contract. However, I am unable to find where that data is stored within the CLM.  Where can I see the information the user fills in on those fields? It does not show up on the left side like all the standard fields.  Thanks in advance.

Our use case is the need for the first external party to fill out fields on a document and then a second external party to sign the document. Using Docusign CLM, it only seems like the signer can edit the fields and then sign. We’ve tried using an esignature template that includes the “Allow to Edit” permission for the first external party in hopes they would be able to edit the fields. However, every time we try to send using this docusign envelope template the signature process fails. Is anyone aware of a way in CLM to allow one party to populate fields then a second to do the signature?

I am using Salesforce to access the DocuSign folder and documents. From the DocuSign file component, I have this. From here I select 2 documents, and there is also an action button on the right side that will trigger a workflow.The workflow needs to combine these 2 selected documents and then create a new document. I did create a document workflow. When I run this workflow, in the XML I found that it has 2 documents in the Params variable. When I imported that XML, I found that the XML contained only one document.  Please help me out to achieve this requirement.

We need to implement a restriction preventing all the uses and admins from editing the document name however they should still retain the ability to edit all other document attributes as needed. For example, if the user or the group has a “view and edit” access they should be able to edit only the attributes not the document name.

Hello,Given the recent UI update to CLM, I am now (as the account admin) unable to send a public share link (as outlined in this admin guide).I understand that I am still able to send folders, but sometimes I need to link colleagues to specific files. Does anyone have a solution for this? Do I need to change something in the admin settings?  

It is possible to edit the warning message received in some of the form fields in DocuSign CLM?  One example is with the currency field.  The message reads “Please enter a dollar amount in the following format: $1,250.85”. Is it possible to edit that message in any way?  I did not see anything in the actual field or in the admin portions but wanted to see if I missed it.Thanks,Scott

We have a CLM workflow where we send out a document in draft mode, then later, send final draft.  The users keep signing the DRAFT documents.To solve this, I found the action/step to Add watermark to a document, but I could not find any way to remove that watermark.I also thought I could make a copy of the document first, then watermark it, but if the user made changes, I wouldn’t be able to get them back to the original.Does anyone know of a way to remove the watermark for a document in CLM Workflow?

Hello,I am currently working with DocuSign CLM and would like to customize the task view for users.Specifically, I would like to ask:Is it possible for individual users or administrators to add custom attribute fields (such as “Transaction amount”, "Document Type" or "Requested By") as columns in the task view?Any guidance you could provide on this setup would be greatly appreciated.Thank you very much.

Hi Everyone!Situation:I have the Document ID already saved. Using this ID, I would like to retrieve the document from the Document folder into the CLM Flow, and then combine it with the current PRAM document using the "Combine Documents" step in DocuSign CLM.Could you please guide me through the steps to accomplish this? Any suggestions? 

Hey everyone,I’m working on a workflow setup where I have a parent workflow that kicks off a child workflow which includes approval logic. My goal is for the parent workflow to automatically finish or abort if those approvals within child workflow are rejected.Does anyone have experience with this or any suggestion on how to achieve this? All input is greatly appreciated.

In DocuSign CLM, when I add a field to the form in document generation it is not showing up in my params folder to add to the workflow.  Even updates I have made to existing params are not updating (mostly just names or merge tags).  Is there another step to update the form fields so they show up?  I don’t remember running into this in the past so it is odd.Thanks!

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?

On the My Tasks screen, as a CLM Admin, I can see the 1) Orphaned tasks and 2) Unassigned tasks.However, I am unable to extract the information from the 2 screens into Excel spreadsheets, OR create a Report(s) of this information.  DocuSign Support advise that there is no existing Report for this.Ideally I would like to be able to schedule a Report / Reports to be generated say weekly, and sent to the Head of Sales so they can respond to me with the names of the new CLM Users that I can assign to each task.  

Hello Community!I have two questions regarding Analyzer.Why is the “z_” in front of some of the labels/attributes? (z_ChangeOfControl) Can I create customized scorecards by copying the out-of-box scorecards?I will need to take the training again. :-( 

We are using CLM to send around contracts. We have a workflow for this so all contracts end up in proper folders, etc. What I have noticed is that from CLM you can not go to a folder to look at a contract and download the CoC. Now the user needs to go to eSignature and hope to find the document (residing in CLM) to retrieve it. This also means that other users that are authorized to look at a contract can not download the CoC as they can’t find it in eSignature. Can’t it also be made an option in CLM?

Apologies--I’m a newbie to DocuSign! I was introduced to the platform as Salesforce Admin when DocuSign was added to my responsibilities after a colleague departed the organization. Of course! My company already has a workflow that kicks off during document generation and tasks are generated. And the Tasks have various Statuses, including "Awaiting Billing Start Date." I received a business requirement to trigger an email to the User that completed Document Generation when the following criteria is met:Task Status equals "Awaiting Billing Start Date" AND Days Since Status set to "Awaiting Billing Start Date" equals 30 (Days Since Status is not a current field or variable) AND Trigger an email to SumbittedBy.Email every 30 days that the Task Status is still "Awaiting Billing Start Date"

There is a DocuSign CLM which has an Integration with Adobe Esign through DocuSign CLM (Admin-> Integrations -> Electronic Signature). Whenever user sends a document for signature via signature step inside workflow, the user is not required to click on “Preview/Edit Signature Fields” (See below screenshot).Many times, user skips to add the signature fields by not clicking on this and then Adobe adds the sign fields to the end of the document by default. We need to mandate this inside the Review and Send for Signature Step so that user cannot proceed further before adding the signature fields inside the agreement.  

Does anyone know if the folder security that is set up during the workflow configuration follows the folder when you move it?  I don’t think it does but would like to have it do so.  Is there a way to keep the security settings on a folder no matter where it is moved?Thanks.

We have a customer using the form in CLM to generate a sales order.  Entering data on the form is very straight forward but now they are also looking to multiply widget a * widget b, potentially multiple sums, to get a subtotal amount.  Is there an example of an C# expression that I can use to drive this result?  I am also using a number field for one and currency for the other so assume that is correct?Any guidance is appreciated.