CLM

Has anyone used a webform to kick off a CLM workflow?  If so how.

I am pulling a report and many of the columns I am inserting are repeating attributes. If I have more than one repeating attribute in my report, then CLM reporting summarizes these attributes in the same row. When exporting the report in either csv or xlsx format, the attributes remain combined in the same row. Is there a way to have CLM stop combining repeating attributes? Here is the message from the add column page “We'll summarize the repeating attributes data in the report to make it easier to scan. To see the full details in the report, select only one repeating attribute instead of multiple.” Adding a screenshot from the Docusign report. PS: Under Admin>Account Management>Account Settings>Reports the option “Separate repeating attributes in rows for document report export” is already checked. 

Hi, I’m new to DocuSign CLM and need to access account-specific documents (e.g., Account → Contracts → NDAs) within CLM. I want to display these documents in a web UI in a table and am looking for an API that can help achieve this.

We have a requirement to send a document using the "Email Document" step to the same recipient used in the "Review and Send for Signature" step. However, we’re unable to retrieve the recipient details during runtime, as the step doesn’t provide any useful output. Additionally, we can't predefine the recipient to use a common variable across both steps.Is there a way to dynamically access the recipient information—perhaps using XPath or a system variable—so it can be reused in the "Email Document" step?

Hi, I have been working on a workflow where I need to combine 2 documents and then store the combined doc into Salesforce files. Here is the workflow I have been working on.Can anyone help me out to understand which workflow steps store the combined document into Salesforce files?

Hi Team, I have a requirement that i have a word/pdf form need to send to vendors to fill and sign. Right now i can create template and send to recipient. But every time i need to mark, text, date, checkbox fields in the form and sending. Instead, do we have any option by default to create as template without mapping every time

Hi - some of my users use the MS Word online option to make edits to a contract and it is creating a new version with each change.  I read that in 2022 this was changed to make it only save after two minutes of inactivity.  Does anyone know how to add in that option?  Is there a better way to handle the MS Word online option? Thanks in advance.

After creating a document generation form, I am trying to save but am receiving this error message.  Has anyone seen that error before and, if so, what was driving the issue?Thanks!

I have a process in CLM where a user can choose a previous record (has a lot of project info fields that need to be presented to the user upon selection and ran through workflow) to append a document to.  We’ve designed it to use a doc gen form that has a CSV choice dropdown for users to select from.  The problem is that the CSV has timeout limitations over 5mb, seems to work slightly higher size (eg. it times out when the file too big).  We’ve removed unnecessary columns to help with file size.  Inevitability we’ll have too many records and the “time out” will come back.     Does anyone have any suggestions for a creative solution to solve for this limitation so it’s never a problem? Thanks.

HelloI have a workflow which updates a csv file which has been working forever.  It has just started failing with this message:Action failed with exception, returned: Appending text to document 'Providers.csv' will create too many versions.Does anyone know what this means and how I can fix it please?

I am trying to initiate a CLM Workflow from a Salesforce Flow. I am able to initiate the workflow from Flow, but am unable to figure out how to pass a recordId. I see that the Salesforce Flow Action “Start DocuSign CLM Workflow” which calls DFSLE__CLMWORKFLOWREQUEST expects a Salesforce recordId because it fails when I put a random string of text or a Docusign ID with the message “An Apex error occurred: System.StringException: Invalid id: cxxxxx” and succeeds when I populate the field with a valid SFID.I see that I am initiating a workflow in Docusign CLM as I get a record of the workflow’s execution.But I can not access the recordId in the workflow.I have tried creating variables with all sorts of name to see if they are populated, but none of them work. (recordId, Record_ID, SalesforceID, id, userId, accountId, contactID etc...)Does anyone know how I can access this record id from within SF?ThanksGretchen

I was recently using the Set Security step and noticed there is an option to Set Security on a document.  Once I used my Document Variable in the step then ran the workflow it errored out saying, “Security cannot be set on individual documents. Please enable document-level security...”  My question is: How do we enable document-level security in the account?  

We have a scenario where our customer has a consultant agreement workflow that triggers a signature for the execution of the contract but then, after the term of the contract expires, there is a subsequent termination signature to close out the arrangement.  These are two different documents.  It looks like it is conducting the signature for both, but it is not renaming the latter document nor moving it to the same folder as the original.  Are there additional steps needed to make sure that happens?Appreciate your insights.

a contract status goes to Aborted automatically after 18 months period it is in workflow. Contract manager should be notified when a contract going to be Aborted

Hi there,I have some documents stored in a folder in CLM. All these documents have an attribute listing the name of the client who signed the document. My CLM already has some folders with the same names, but not all of them. I want to know how I can move all the documents to their corresponding folders (or create a new folder with the client’s name). Thank you!

Hi! I need to confirm this configuration is supported: Upload PDF (with AcroForm fields or place DocuSign fields manually) Recipient A (Form Filler) = Needs to Sign, no signature/initial tabs — just text/number/date fields assigned to A. Recipient B (Director 1) = Needs to Sign with signature/date tabs. Recipient C (Director 2) = Needs to Sign with signature/date tabs. Signing order: A = 1, B = 2, C = 2 (so directors receive/sign in any order after A finishes). Auth: Access Code/SMS for A; SMS for B & C. Questions: Will Recipient A be able to complete the ceremony (click Finish) without any signature tab, and will routing then continue to B & C? With B=2 and C=2, will the directors be sent in parallel and allowed to sign in any order? Are A’s fields read-only for B & C by default (i.e., directors cannot change what A entered unless “collaborative fields” is specifically enabled)? Any settings I should enable/lock (template or account) to prevent recipients f

I’m trying to create a workflow that is kicked off by a document completed in eSignature.  I have the eSignature Agreement Action working fine, but I’ve been unsuccessful getting the first step in the CLM workflow to work properly.  I’m trying to use the “Find Documents by Folder” step, and then updating the output variable to be “params”, but the workflow continues to fail, even after updating the schema for “params”.  Does anyone know the correct first step that I should be using to capture the completed document from eSignature?  Thank you!

I would like to see some more advanced reporting capabilities as I desperately need:the ability to see per user what task group(s) they are in The ability to report on task groups and the members within themThis has also been raised  

Hi everyone,We’ve noticed something odd in our UAT environment and wanted to check if others are experiencing the same.In our workflow, when we declare a Date variable like: return DateTime.Today;We expect it to return today at 12:00 AM local time (ET).But in UAT, it’s instead returning yesterday at 7:00 PM. Interestingly, when we declare it like:return DateTime.Today.ToString();…it returns the correct value → today at 12:00 AM. So the behavior changes depending on whether the value is returned as a DateTime vs. a string.This only happens in UAT, not in production environment.Has anyone else run into this issue in their UAT?Is this expected behavior in DocuSign UAT, or could this be a bug?Thanks in advance for sharing your experience!

Hi everyone,I'm trying to create a workflow in Workflow Builder (formerly Maestro) using a template that includes a Web Form. The process is: through the CLM step "Workflow Builder (formerly Maestro) Workflow", I start a Workflow Builder (formerly Maestro) workflow that sends a Web Form to a partner for them to fill out and attach documents. However, when I click "Create workflow version", I get an error saying that it's not possible because the template contains attachment fields.Why is that a problem? Create Workflow VersionError 

Hi everyone,I’m trying to sum the values from a table column using XPath in a DocuSign CLM document.I already know that this works: <# <Content Select="(sum(//Valor_Por_Data))" /> #>  However, the sum result only works if the numbers are in the format: 00000.00 (no thousands separator, and with a dot . instead of a comma , as the decimal separator).The issue is that this is not our standard number format — we normally use a thousands separator and a comma for decimals (e.g., 12.345,67).Is there a way to perform the sum directly with our local number format, or do I need to convert the values before summing them?Thanks in advance!

Hi all,A table added in Intake Form and just wondering how I can modify the table to edit the column field or delete the column. Any help is greatly appreciated.Thanks,Chris 

My team manages DocuSIgn CLM integrated with Salesforce.  How do we use E-Sig PowerForm for when CLM workflow is not required? 

Hey DocuSign!  The UI for Task Groups is clunky which makes managing Task Groups a daunting task.  We asked three years ago for a report that would simply show all individuals tied to a task group.  Should be something pretty simple. Thank you in advance.

On your portal you indicate that it is not possible to download the task groups. However I would very much like to have a download of the task groups including the users that belong to a task group. Can you please create a standard report in CLM so it is possible to generate this report and download it. We need to have this for audit purposes.This was raised as a support case 15761114. I was advised to make this a topic here. Hence this request. The support case I will close