Back to Docusign.com

Get Started
- - Get Inspiration
Groups
Events
Ideas

Docusign Discover 2024: Explore What's Next in Agreement Technology

1 month ago

Home
Community
Core Capabilities
CLM

CLM

Have Docusign CLM questions? Find answers here!

254 Topics
654 Replies

When you subscribe we will email you when there is a new topic in this category

254 Topics

Community UserLegacy User

asked in CLM

Streamlining Contract Management

How does Docusign CLM+ enhance the efficiency and organization of contract management processes?

241

5 months ago

Community UserLegacy User

asked in CLM

Security and Compliance

How does Docusign CLM+ address security concerns and ensure compliance with industry regulations?

451

5 months ago

Community UserLegacy User

asked in CLM

Customization Capabilities

How can businesses tailor Docusign CLM+ to meet their unique contract management needs?

5 months ago

Community UserLegacy User

asked in CLM

AI-Driven Insights and Analytics

How does Docusign CLM+ leverage AI to provide valuable insights and analytics for data-driven decision making?

281

5 months ago

Community UserLegacy User

asked in CLM

What is Docusign CLM+?

How does Docusign CLM+ optimize the contract management processes?

1511

5 months ago

FarayiNewcomer

asked in CLM

Changing Contract Owners

Hi, I am new to DocuSign and would like to ask a way to change if an employee owned contracts and leaves an organisaation. How easy is it to transfer contracts from emploee who is leaving to another employee. Thanks. Regards, Farayi

483

5 months ago

MatheusAlcantaraNewcomer

asked in CLM

Best practices and use cases in document generation

Our company has just implemented CLM and I found myself wondering about the use of forms and templates in the document generation section.We have four different documents that are generated in CLM:standard contract standard amendment to an existing contract events (when our company hires an entertainment company for a specific period) custom (the user fills out a form but the legal instrument is going to be specifically built for this request)Those consulting partner responsible for the initial setup decided to create, for each of those described above:1 Configuraton 1 Template 1 FormBut when I started to study more about the logics of CLM, I realized that the system allows me to create different combinations of forms and templates (Word files) and use those combinations in various configurations.I am aware the each configuration can start only one workflow. But besides that I don’t see anything that stops me from unifying some of my documents in the same form, and therefore in the sam

864

5 months ago

cs6722Newcomer

asked in CLM

in Taiwan can't connect to the approval URL provided by the customer

我在台灣，但無法連接到客戶提供的審批 URL這不是快取和 cookie 的問題。如果我去美國，我可以連接到審批網站。我已經詢問過ISP廠商，這是DOCUSIGN系統提供者的問題，而不是線路提供者的問題。

130

5 months ago

FarayiNewcomer

asked in CLM

Completed and Signed envelops lost in transit

Hi , We receive a lot of envelops in CLM from e-signature, however, some of the completed and signed envelops dissapear in transit and we are sometimes not abe to retrieve them. Is there a log on what happens when envelops are sent from e-sginature. Thank You. Regards, Farayi

5 months ago

FarayiNewcomer

asked in CLM

Delete Empty Foders

Hi Community, Is there a way to search empty/blank folders in CLM and create a rule to delete them. I wil be learning about WorkFlows next week but woud like to know if any of you have enounterd this issue.

200

5 months ago

Clint McKInnonNewcomer

asked in CLM

Downloading 150 page sales contract and not all pages download.

Hello All, I’m having a big issue/problem when I download approx. 150 pages for a real estate purchase. I first make sure all the documents are downloaded, and then I install all the receipts that need to be signed and initialed. Then I start dragging the cursor to highlight the areas that need signatures and initials, dates, etc...I get into the documents around 100 pages, then a page (sometimes several pages) will not download and looks like a fuzzy white cloud/blue sky/land which screws up the whole process. Does anyone know why this happens? It’s so frustrating and a waste of time.

100

5 months ago

Aija BerezaNewcomer

asked in CLM

Which version of DS I use?

Hi,How can I know which version of DocuSign (CLM or CLMCM) I use? It doesnt show it in my profile

291

5 months ago

Allison LNewcomer

asked in CLM

Kicking Off a Workflow from an eSignature Template

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!

975

5 months ago

kfolNewcomer

asked in CLM

Workflow Status Issue

Hello,I have created a dashboard of a custom workflow step report. The dashboard is showing a workflow status of ‘failed’; however, I have aborted the workflow and my admin workflow activity page shows the same workflow aborted. Any tips how to sync these up? I want failed in my dashboard, but not aborted. Thanks!

465

5 months ago

Mark S.Newcomer

asked in CLM

Group management - Microsoft Azure - Active Directory

Hi,I have created within DocuSign lot of groups that are used to set the correct folder security for each user.Our goal is to roll out DocuSign CLM throughout the company. A lot of users, a lot of folders and a lot of confidential documents. A big concern is how to deal with this. Managing the groups within DocuSign is one option. Is it an option to manage the groups at Microsoft level and sync with DocuSign ? Are there any best practices on this topic ?Thanks for your input.

790

6 months ago

edacNewcomer

asked in CLM

CLM - Dynamic dropdown - using first column only of CSV

Hi, I have a situation where I want to use Column A of CSV to generate dynamic dropdown attribute and use Column B later in the workflow to map Column A values (but not as an attribute or dropdown.) Is there a way (perhaps using Reg Express? Customize?) to narrow the dynamic dropdown to only Column A? Or do I have to maintain 2 separate csv - one for dynamic dropdown and the other for mapping?

290

6 months ago

SeemaNewcomer

asked in CLM

DocuSign CLM - workflows

Hi,The issue is when contracts are generated using Workflows the emails are sent by a user. The requirement is to send the contracts depending upon the salesforce Environments - Dev/QA/Prod by (admin of that environment for example dev@ABC.com for Dev environmentor QA@ABC.com for QA environment or prod@ABC.com for Production)Anyone any idea how to accomplish this?Thanks!

312

6 months ago

Caitlin.HowellNewcomer

asked in CLM

Envelope Returning to Previous Signer

We have two envelopes, orginiated from templates, that are being returned to the first signer after the secdond signer has completed their task, instead of going to the sender. If you’ve had this happen before, what was the cause/fix?

851

6 months ago

ArtaKoxhaNewcomer

asked in CLM

Contract Migration - DocuSign CLM

I have just joined an ongoing project which is on the configuration stage of DocuSign CLM. As we’re planning for next steps, repository, we’re told that DocuSign has no capability to bulk upload documents. I have evaluated a lot of CLM solutions in the past and this didn’t seem an issue, has anyone else had the same experience or have you been able to upload bulk documents? If yes, how many at a time. Thank you in advance!

701

6 months ago

kfolNewcomer

asked in CLM

Date - Form vs. Attribute

I want my form to have format of “DD ‘DAY OF’ MMMM YYYY” for my document. However, doing this format, I cannot get my date attribute to appear correctly. I have tried to make my variable both a date and text and have tried the formatted and unformatted version of my form field, but no luck. Any tips?

nicokiNewcomer

Hi, for some reason my Docusign interface was set in french since the beginning. How can I change it back to English?(I’m not referring to a specific document but the entire Docusign interface online) Thanks!

291

6 months ago

cschummerNewcomer

asked in CLM

DocuSign Resending Old Envelopes

About a week ago contracts, agreements pricing, and even voided envelopes have started being resent automatically, even though no one internally has requested. For example, I’ve the same completed new customers agreement come through multiple times via email. Not sure what is causing this or how to fix it.

JS-AFF-FCNewcomer

Are any SpringCM administrators using it to track Trademark (and other IP) registrations? If so, do you have any recommendations for how to set up Attributes? Been using DocuSign for almost a decade, but new to SpringCM.

100

6 months ago

Ola SNewcomer

asked in CLM

Recipients are no longer getting scheduled reports

Hello,Our recipients have recently stopped receiving a custom scheduled report that we used to get in the last 11 days.Can anyone who has had similar issue in the past let me know how this was resolved? Thank you,

DEMONewcomer

I’m trying to review the new environment in demo to see if I need to update any of our workflows. I can see the new headers from some screens, but when I try to navigate to home it reverts back to the old UI. Anything I’m missing?

561

6 months ago

Page 6 / 11

Badge winners

KeithpSummershas earned the badge 1st Question Posted
Chantemesse Manonhas earned the badge 1st Question Posted
Kurt Oberhausenhas earned the badge 1st Question Posted
Mario Brählerhas earned the badge 1st Reply Posted
claudio bhas earned the badge 1st Question Posted

Show All Badges

Code of Conduct

Sign up

Already have an account? Login

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Customer Login/Registration Developer Login/Registration

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Customer Login/Registration Developer Login/Registration

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

Docusign Community

Code of Conduct