CLM

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.

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?

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.

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 responsib

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.