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11 days ago

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Have Docusign CLM questions? Find answers here!

260 Topics
673 Replies

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260 Topics

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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!

751

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?

601

6 months ago

KDINewcomer

asked in CLM

If I delete one of my five envelopes, do I get it back?

I have the 5 envelope plan. I needed to change the recipient, but it won’t allow me to do that, so I had to delete the envelope. Do I get that envelope back? Or is that just a waste of one of my 5?

393

6 months ago

sjclvNew Voice

asked in CLM

eform default value error

Hi all, I’m creating a new eform and have a text field which I’d like to show as N/A by default unless the text is changed by the person inputting. When I put in N/A into the Default value and save it’s coming up with an error each time. Does anyone know why this is happening or how I can resolve? If the inputter clicks no to business approvals I want the form to default to N/A otherwise it comes out as blank. Thanks

431

6 months ago

Ellie.StroupNewcomer

asked in CLM

Find Documents by Metadata within subfolders

Does anyone know how to add a wildcard at the end of the folder path so that it also looks for subfolders? I am using "Find Documents by Metadata" but the include subfolders option is not available and I want the system to review all folders within.

994

6 months ago

kwalker2000Newcomer

asked in CLM

Funnel Widget on a Dashboard for Lifecycle Progress

Has anyone used a funnel graphic to illustrate total number of documents at every stage of review and signatory lifecycle?

253

6 months ago

Casper TukkerNewcomer

asked in CLM

Table population from csv file CLM

Dear All,I hope somebody can help, I am trying to setup a table in CLM where the user will have certain options to choose from depending of the csv file that we have created. When testing it I notice when just one selection has been made in the table it is all working when adding a second row I get the following error: I am not sure on how to solve this the merge tags that I have are <# <TableRow Select="//Aanvulling_tot" /> #><# <Content Select="//Group_of_Products_Aanvulling" Optional="true"/> #><# <Content Select="//Product" Optional="true"/> #><# <Content Select="//Addition" Optional="true"/> #><# <Content Select="./Aanvulling_tot_percentage" Optional="true"/> #> I have added the csv and the word table for document creation.thanks in advance,best regards,Casper

703

6 months ago

KeanNewcomer

asked in CLM

PDF Characters look doubled and illegible

Created an envelope but when I download the PDFs I get the issue in the header, see attached image. Please advise

EdwardCNewcomer

Is there a way to have dashboards dynamically update when a user logs in and or have it scheduled to update automatically?

302

7 months ago

SabsNewcomer

asked in CLM

Mass download signed contracts to Salesforce from Docusign CLM

Hi. We are using Docusign CLM which houses our signed contracts. These get attached to our Quotes in Salesforce, but I am looking for a way to download the CLM document as a PDF and attach it to the relevant quote. Ideally, I would like a way to do this in bulk, so we don’t have to go through and manually download each document. Is there a way to do this? I am aware of Docusign Retrieve, but I am not looking to store all my contracts in a folder, I would like them to be stored in SF on each individual quote. Thanks!

932

7 months ago

Heath KaysNewcomer

asked in CLM

How do I fix only half of a page printing

I have a document that I am trying to print one page of to save and it is only printing half of the page to pdf. How do I fix this?

461

7 months ago

Margaret GNewcomer

asked in CLM

Payment Method Not Updating

We updated the payment method on our account several months ago because our old payment method expired 2/24. We continue to have access to DocuSign and are being charged to the new payment method. However, every time we log on we still get a banner on the top of the screen saying that our payment method is expiring 2/24 and needs to be updated. How do we get this rid of this banner?

541

7 months ago

Marie AtallahNewcomer

asked in CLM

Subscription paid - but docusign account was not updated

301

7 months ago

Mercedes.PlendlNewcomer

asked in CLM

How to bulk export form data?

We used a template 37 times to get responses to the same question. I want to bulk export the form data so that all 37 peoples info is in the same spread sheet (like an export from a survey or online form). Is there a way to do that?To be clear, NOT the envelope data, the form data from the fields in the document.

2404

7 months ago

tracey1Newcomer

asked in CLM

looking to print blank documents (offers etc) to have on hand when i don’t have internet service, and i don’t see a way to do that. the thumbnail does not have any icon on it to save, download, or print. I’m on a MacBook.

404

7 months ago

ElementWindowsNewcomer

asked in CLM

Main account not listed as administrator

We have only one account with 3 users, but there is no settings option for this account to see any details or manage it at all. How am I able to get access?

181

7 months ago

jmchrzanNewcomer

asked in CLM

Migrate files from multiple folders into one.

Hi! How do I migrate files from multiple folders into one folder using an automation?Currently, every time I upload a file to an Account through DocuSign, a new folder is created each time for each document (instead of going to one folder on the account). I am working on fixing the flow for this, but I’d like to migrate all the files currently in the individual folders into one folder. Thanks in advance!

301

7 months ago

Venkatesh.RNewcomer

asked in CLM

Getting document viewer .aspx issue for pdf preview in docusign CLM

Getting DocuementViewer.aspx in the preview screen of Docusign Document generation

673

7 months ago

Hal58Newcomer

asked in CLM

Docusign Unusable Lately

PDF fill fields with data entered already is being damaged, written over, blurred.Fill fields found and accepted, does not fill fields with signature and date promptsCannot manually add prompts to fill fields, will not allow - Red circle with line showsWorking with YBAA Purchase and Sale Agreement standard PDF widely used.Docusign has not worked correctly since installed, a week ago, it stopped working altogether, seemingly since their logo change. Browser choice makes no difference. Clear cache, no difference.

831

7 months ago

lborowskiNewcomer

asked in CLM

CLM.CM migration to CLM.DS

My company is under the original SpringCM platform and it sounds as though we would need to migrate over to the CLM.DS platform in order to utilize some of the new add-ons/tools. I tried finding information how what the migration would entail but haven’t found anything. Has anyone gone through this migration yet? Any feedback would be greatly appreciated.

1344

7 months ago

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