CLM

I hope everyone is doing well.In the below doc gen form, I have mandatory and option signatories. Optional signatories will only update initials when applicable, however mandatory signatories have signatures, dates etc. I have put the optional signatories as 1st and 2nd in signing order as they will review before the actual signatories sign, however when optional reviewers are not applicable, they are replaced by mandatory signatories in the signing order. As a result, mandatory signatories are only able to update initials. Please advise how can I avoid this. Screenshots below from doc gen, workflow Send for Signature step and template. 

Hello! I’d like to know how to make a form field repeatable for document generation purposes. For example, when filling in the name of the company’s legal representative — sometimes there's only one, but in other cases, there may be multiple representatives. How can I allow the user to add all of them so that the document generation includes the information of each representative correctly. Thank you!

Hi Everyone! Does anyone know if there is a way to “pull back” a workflow to the previous step once it has been started? Not using Salesforce.  Thanks!

Hello everyoneI hope you are wellI work with CLM and develop workflow for our clients. A lot of them say that they want an attachment field in the docgen form, and I have used it so far. The problem is:- When using an eForms, its always easy to find an attachment using the step Find Attachments, but with the docgen form, this step doesn't seem to work.In the related documents field when you open the document generated, there are no attachs.Does anyone know why? What can I do to automatically attach the documents?Thanks

I’m trying to suppress a whole paragraph containing a table in a Word template if table is empty. Is there a conditional tag that allows me to test on empty tables?

Hi Folks,I’m trying to update an existing CLM workflow (which has multiple sub-flows) to add an additional subfolder to the storage path.Currently it goes Agreements/<Persona>/<PartyName>/<AgreementID>They want to change it to Agreements/<Persona>/<Region_From_Template>/<PartyName>/<AgreementID> I’ve added the region field to the template (originally tried a drop down, but simplified to text field), and then updated the Params XML variable in the WF so it gets the value:   When I open the running WF, I can see the value in the params XML file:   I’ve updated the Directory Settings.sxform to have the extra folder:  I’ve tried Region_Folder (like the XML node) but noticed PartyName is not the XML node, but it’s also Party_Name, so I tried RegionFolder too.The subfolders are being created correctly, including the new layer, BUT the RegionFolder value is not pulling a value so the subfolder is being created with UNKNOWN as the subfolder (which is w

I’m working in DocuSign CLM and facing an issue during the “Review and Send for Signature” step.Here’s the flow of my CLM workflow:1. I use an XML Merge Document step to generate a Cover Letter, and store it in a variable (Cover_Letter_Generated).2. This variable is then passed to the Review and Send for Signature step.3. The person sending the document is a Legal Reviewer, who has a DocuSign Sender permission profile (not Admin).Problem:• When the Cover Letter is included via the XML Merge step, I get the error:“You do not have access to send for signature.”• However, if the Cover Letter step is removed, the same Legal Reviewer is able to send the document for signature successfully.• The issue goes away completely if the sender has DocuSign Admin permissions, even with the Cover Letter included.Expected Behavior:I want to keep the sender as the Legal Reviewer (DS Sender) and still be able to include the Cover Letter generated by the XML Merge step.What I’ve Tried:• Checked workflow s

Despite reaching out to the QuickBooks Help Center, I was informed that the problem lies with DocuSign as it is considered a third-party app.  I am reaching out to seek your assistance in tracking down the DocuSign app within QuickBooks Advanced. It seems that there might be a compatibility or integration issue, and I would greatly appreciate your expertise in resolving this matter.  If there are any specific steps or guidelines you can provide to help me locate and integrate the DocuSign app seamlessly with QuickBooks Advanced, it would be incredibly helpful.  Thank you in advance for your time and assistance.

Hello.I’m looking to be able to use the CLM API (for Docusign CLM), to programmatically “attach” one uploaded document to another.The PUT/PATCH /Documents endpoints seem to “accept” a list of RelatedDocuments, but it does not seem to update the list.For reference, in the UI this would be equivalent to pressing the “attach” button next to “Related Documents” and choosing another document and pressing “save’.

I need to bulk import a large number of contacts into our DocuSign CLM account.  The Import functionality works, but I cannot seem to upload the contacts as shared contacts, only private.  The Import template has a column to allow for sharing.  When I leave it blank, the contacts come over as private.  However, I wish to share these contacts with anyone in the system.  No matter what I put in that column, however, it doesn’t seem to create them as shared contacts, it just says it failed due to “Invalid value for Shared column”.  I have tried “Y”, “Yes”, “Shared”, and “Public”.  What do I need to put where to import the contact as a shared one?

I am creating a template and I have a table with multiple different categories and each category has multiple dropdowns. Is there a way to add each one into the same table?  I know I can create an attribute table, but that only covers one set of attributes.  Here is an example snip - so the first item would be a choice of several different equipment types, the second would be a choice of different software, the third would be different reports, etc.  Is there a way I can put a different set of attributes for each line and also have the ability to add lines as needed for the specific attribute group?Also, if I do a mulitpick list can I get the list to put a return at the end of each choice so they are all on different lines? Is there a better way for me to set this up without doing a bunch of different tables?Thanks in advance!

Within a flow in CLM, I am using the Choose Users step, which allows me to select one or more users, which I save in a variable of Type Actor, but this variable only shows me the first selected user. I have tried changing the variable type to XML, to see if this would generate the list of all users, however the variable is generated empty. any solution to this problem? The control is supposed to return all the selected users and not just one.  

Teams - I tried to follow the below steps to set up notifications within CLM but I am not seeing the same thing that it shows in the documentation.  From the below instruction, all I see are notifications for Slack which are also greyed out (not a big deal, not using Slack).  I am an organizational admin so should have access to determine notifications but also want to make sure the configuration is correct for the end users. ===================================================You can configure your task preferences in your Docusign CLM account. You can instruct the product to return to your inbox after you complete a task in Docusign CLM.Log in to Docusign CLM. Select the user profile icon in the top right corner, and select My Preferences. Configure your task preferences: Select the Return to your inbox after completing a task checkbox in the Tasks section. Select Save. You have configured your task preferences. Selecting the checkbox instructs the product to return to your inbox aft

Question 1:How can I filter specific documents from a list retrieved by folder path using Document IDs?I’ve successfully listed all documents by folder path (e.g., from SpringCM or a similar document management system). Now, I need to filter only a few documents from this list using their DocumentIds. What’s the best way to achieve this efficiently—should I filter after fetching all, or is there a way to apply the DocumentId filter while retrieving? Question 2:How can I attach a generated document to a Salesforce record using the Attachment object?I have a document generated in Springcm workflow , and I want to save it to the Attachment object. I’m trying to set the content in Attachment.Body, but I’m not sure about the correct way to handle the content format (e.g. Blob) and associate it with a record (ParentId). Could anyone share a working example or best practices?

Is it possible to use DocuSign CLM to implement the following workflow?Send an email with a questionnaire to the client. Then, receive the completed questionnaire back from the client. Based on this information, we need to determine if it is necessary to generate agreements that control regulatory risk with the client, which would involve creating documents for negotiation that establish a joint course of action moving forward (a parallel contract). What functionalities of DocuSign CLM could facilitate this process? Many thanks in advance!Sam

Hi all, I have added a Multiselect field to my Generation Form, however when multiple values are selected, they are separated by a semicolon. See the example below:Registered;Closed-ended;Private Investment Fund I am trying to separate each of the values with spaces instead and make it look as below:Registered Closed-ended Private Investment Fund How can I achieve this configuration? Many thanks for your support.

Hi! I just published a new YouTube tutorial explaining what Contract Lifecycle Management (CLM) is and how it solves common pain points like version control, redlining chaos, and missed renewals. You’ll learn how to:Streamline negotiations and approvals Track contract data and key deadlines Automate workflows from CRM to signatureWatch the full video here:  Sofian Saoudi | Founder @Solusign Consulting - Docusign PartnerNeed help with Docusign?Book a call with me🌎 www.solusign.com | 📧 hello@solusign.com | 📺 Learn Docusign on YouTube

In the context of CLM, if I receive a new contract from a party with whom I already have multiple existing agreements, can the AI-Assisted Review feature automatically reference those previous contracts and highlight any inconsistencies or deviations in the new contract?

Through testing, at the send for signature step, we set the ‘From’ as myself but now as we are getting closer to moving to production, I want to move it to be the actual submitter of the request.  Is there documentation that would show me the best way to do that or is there another best practice I should consider?

Is it possible to shrink the document size in the new Document Review window? Our reviewers would like to be able to see more than one paragraph at a time! The only thing that has worked so far is shrinking the zoom for the entire webpage which then makes it hard to see the attributes, etc. Thanks!

Hello,In our CLM Workflow, we use the “Email Document” step to send documents to clients. However, we’ve noticed that if a client’s email address is inactive or invalid, no notification or bounce-back message is received on our end. The workflow continues executing as if the email was successfully delivered, which can lead to important communications being missed without our knowledge.Is there a way to receive delivery failure notifications or handle such cases more effectively within the workflow?

Our customer is looking to utilize the AI ‘standard attribute’ fields as they are in document generation.  I know as part of the edits later in the workflow those can be added, but is it possible to have those fields loaded in the document generation stage, along with other custom attribute fields?

How add signature tag on vf pdf page and send for Signature from button click 

I have a dropdown field names ‘Brand’. The value chosen here should be the default value in another field in the intake form while filling the form. How is this possible?

Hello, all! I have created a Workflow Overview report in my Docusign CLM environment. This report is for a rolling date of 1 day and should show results where the Status is Failed. In most instances, this works, but some failed workflow instances are not returning on the report (even with an increase in the date range). Are there any reasons why this might be the case? In looking at the Docusign Support documentation for Workflow Overview Reports, I see that “[workflow] reports include only workflows that contain human steps,” but my workflow contains several human steps. We have even tried modifying the workflow to include a human step BEFORE the point of failure, but the failed instance is still not returning on the report. Any advice or assistance would be greatly appreciated. Thanks!