CLM

I have two independent workflows, one for generating a contract and another where user can upload the document and some routing logic. Is it possible to have the second worflow’s docgen config’s document to get populated from the first? It contains some additional fields user needs to fill but I want the uploading to happen automatically. I was looking into “Create or Upload Doc” step but have not been successful yet.

Hi Guys,Quick question, I’m looking at a task that was uploaded a while back, the status says it’s in a queue for legal review but then when I look at the status in the folder it says the task is not currently in a workflow, why would that be? 

Dear all,I am exhausted.I am working on the workflow. One of the steps is review and send for external review. It was working fine until it...stopped.When the Review and Send for External Review step is executed, you can define the email address and email content... all required fields are completed and the result of the step is Canceled - Invalid recipient. It does not matter which email address I use. It can be one from the directory (choose one of the account users) or a completely different external one - tested and works - the result is the same. The same happens when I use the "Send for external review" feature manually from the document preview level, the feature simply does not work.I have access to another account and everything works there and I really know how the feature works. I have also used it hundreds of times.Any idea? Any settings for recipient verifications or so? BestTomasz

With the new CLM update, I am not longer able to filter or sort the User list or Group list in the Admin portion of DS. I am also unable to search for a Group name. Has anyone found a workaround for this?

We have been using the CLM API - GET Document with Params [expand = AttributeGroups] and it has returned successful result with the information/response coming in the JSON properly. The endpoint used was like this - https://apiuatna11.springcm.com/v2/{accountId}/documents/{documentId}?expand=AttributeGroupsAll of a sudden from last 2-3 days ie, since Monday(May 12th) of this week - it has broken. We reviewed the Documentation and it does not provide info about any updates ?  Has anyone seen this type of behaviour ? thx

We have a use case where, when a contract end date is updated, we create new reminders based upon that new contract end date.  We have no way to delete reminders associated with the old contract end date.  The Delete Reminder step doesn’t work because we don’t know the old contract end date after it has been changed.  There are a couple enhancement possibilities that could alleviate our pains in this area:Create a new workflow step “Get Reminders” or Allow us to create a JWT so that we can call the CLM APIs using the HTTP Client workflow step.  Currently, we can use the HTTP Client step with a JWT, but once the JWT expires, we have no way to retrieve a new JWT. Create a new workflow step “Create JWT” or Whitelist System.Security.Claims and System.Security.Cryptography C# namespaces so we can create a JWT in C#/expression builder. The only solution I have come up with for this issue, is to have a separate service responsible for cleaning up these outdated reminders via the CLM API.  Th

Hi all!  Does anybody know how to have someone upload a document through document generation and then be able to preview that document in the very next window once it uploads into docusign CLM?  Step 1:  Then  I am not sure once this step is completed how to get it to be “previewed” automatically?  This is all done in CLM.

We have few hundred forms signed and submitted by our customers. We need to upload these forms to individual customer’s files. Is there an easier way to download all these forms then upload them to the 3rd party Data Entry Center to upload one customer at a time. Thanks

Hi all, I have a library of MS-Word documents outside CLM, with each document containing a description of a product.For example:Product_A.docxProduct_B.docxProduct_C.docxand so on. I have a Salesforce quote which may be selling one or more of the above products. For example, my Salesforce quote has products A and C on it.Today, I have a Doc Gen config which generates a contract document based on the Salesforce quote using a CLM template. I would like to generate a combined document in CLM which would contain the contract document as well as the product descriptions  documents appended to the contract document. In the case of my example: contract document and Product_A.docx and Product_C.docx in one combined document. Is this possible in CLM? What would be the best way to achieve this? Thanks for your guidance!  

When reviewing contracts under CLM, we use Chinese to communicate and include comments in Chinese for each action. However, once the record becomes an executed record, all the Chinese characters are lost in the summary report. This is a significant issue for us. It would be ideal if CLM supported Chinese characters, given that approximately 20% of the global population uses Chinese. I am eagerly anticipating positive news from CLM in the near future.

Our CLM.CM workflows make updates to documents that automatically create a new version of the document. When we get to the point in the process where the user wants to compare versions, they are met with in some instances Version 5 as the “Starting Position”.I understand this is a quirk of our use case that the workflow is making updates that create new versions but is there any way to filter out versions created by the workflow, so that the user is presented with a document that reflects it’s true position.Alternatively, can anyone suggest an acceptable workaround, way of working that gets around this? 

Could you provide an example of how to prepare an ‘ETL configuration XML file’ for use in the ‘Excel ETL’ step of a workflow?In my use case, I need to extract a list of case numbers from an Excel sheet and iterate through each case number to copy and move their corresponding documents.

I have requested two contracts and have access to both of them. However, I see only one them under the widget ‘My Watchlist’ on my dashboard. What could be the reason? 

Hi All - One of our departments regularly has to send two documents out to the same signer but we want to track them separately through the workflow.  Is there a way to send the first one for signature and then add the second document onto that envelope within the workflow so both are tracked? I know that we could download one and attach it and then upload it as a signed copy to complete the workflow out but I am hoping for a better process than that.  I had thought of just combining them into a single document but one of them is Word and the other is .pdf with a lot of customization and ‘insert object’ to try to add the .pdf into the Word doc loses some of the pages.  Any ideas?

I recently started using the DocuSign CLM tool and created a document generation form, linking it to a workflow through Configurations. While setting up the workflow, I successfully connected the configuration, and the fields created in the form were populated as XML variables. However, when I added new fields to the form, they were not automatically reflected in the workflow. Is there a way to ensure that new fields added to the form are automatically updated in the workflow?

I’d like to preform an audit on the merge tags used for each Form Library form. Is there a way to extract all the merge tags from each form without having to copy & paste each one individually into excel?I’d like to capture the form field name AND the merge tag that it relates to. NOTE: I have tried to highlight them, then pasting into excel. However, when you paste with source formatting- the box appears and it’s not easy to extract. If you paste “values only” the merge tag information disappears.   

We had an implementation partner set up our workflow and they set the folder creation to create in a general ‘Parties’ folder.  I now want to have the workflow save the contracts to the specific department.  I have created the department folders within the system, have created a .csv with the department (along with their approver and legal’s email in other columns) and have pointed the doc generation form to that .csv where the user can pick the department.  The global config file has /Parties/ in the path to create the folder.  I have tried several variations in that field for {Department}, (/{Department}, /{Department}/) but it keeps erroring at the folder creation step with this error: Action failed with exception, returned: No folder found for path: 2|<%#MFC_x_GlobalConfigs.FolderPath%>. Any help would be greatly appreciated. 

Hello Community, I am trying to upload multiple folders with differe documents inside the folders on Docu Sign CLM. any one ever tried this? I have followed instructions on the support center using WINSCP as my Client and using port 22, Host name as my url sftp://sftpuatna11.springcm.com and then username as my email that i use to log into my Company’s Docu sign account which is my company email and the same password but i keep  getting access denied for some reason. Please i need answers and help ASAP. Thank you all for your contributions.

Hi all,When generating the document in docusign, I have encountered an issue regarding the spacing on the sentence entered by the user in Salesforce. Tested both Long Text Area and Rich Text Area as data type in Salesforce to accept free form verbiage. Using Long Text Area:The carriage return was leave out. See image below.Using Rich Text Area:There is big gap between sentences. See image below. Note:The Rich Text is enabled in docusign intake form. Any help/suggestion is greatly appreciated. Thanks,Chris 

I would like to create if-then logic for multiple rows of a table based on a value in the table itself. Example:  Name Type Date Richard A 4/7/2025 Chase B 4/7/2024 Melissa A 4/4/2025  The merge tag would essentially state that, "if the Type=A, then state, [Name] enrolled in services on [Date]", but "if the Type=B, then state, [Name] cancelled services on [Date]". Is there a way to create one merge tag that evaluates all the rows in the table based on the "Type" column, then creates different outputs based on the "Type?" What type of "field type" should I use in the Form for the Configuration, too? I have it now as a "Custom Table," but I'm not sure if that's the right field type to use. 

Hi guysI have started working with CLM implementation and I have built a workflow that can generate several contracts that follow a standard flow. This workflow have task that can be assigned to different task groups depend on who started it and details from the form.Because of it I have to find a way to reference different task groups in the same steps. Can I put them in a variable?? If the answer is yes, how do I do it? Please forgive my poor english.Thanks!

I would like to use the CLM Combine Documents step.  However, I would like to allow the user to choose the order of which the documents show up in the final combined document.  All of the documents that need to be used in the combined step are uploaded to a project ID folder, but in no particular order.  What recommendations are out there to allow the user to easily create this type of order when using the combine document step?  (I was thinking about using the Choose Documents step but it doesn’t appear to allow ordering) 

Regarding the Docusign AI extension for CLM, is it not offered in certain regions or customer groups?Our company started using CLM in October 2024, but the “Bulk Documents & Data” button does not appear on my Admin screen.My account is 'CLM.DS', so it seems to meet the criteria for use. Why is this feature not activated?Thanks in advance

Hi, new to docusign. having a lot of trouble adding 1 x user to my account.  Any tips?