Back to Docusign.com

Get Started
- - Get Inspiration
Groups
Events
Ideas

Docusign 2024 Release 3 Is Live! Discover the New Capabilities

22 days ago

Home
Community Overview
Help Forums
Core Capabilities
CLM

CLM

Have Docusign CLM questions? Find answers here!

269 Topics
698 Replies

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

269 Topics

Margaret GNewcomer

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?

621

8 months ago

Marie AtallahNewcomer

asked in CLM

Subscription paid - but docusign account was not updated

331

8 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.

2624

8 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.

414

8 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

8 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

8 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

753

8 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.

851

8 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.

1454

8 months ago

Justin JiangTroubleshooter

asked in CLM

Web Client in CLM Workflow

Has anybody used the Web Client workflow step for integrations? How does it handle error responses.

581

8 months ago

lshaikNewcomer

asked in CLM

Download multiple envelops\

How to download multiple envelops in one folder. Instead of one envelop at a time.

161

8 months ago

Andreas NextviewNew Voice

asked in CLM

Suppress Table Row - Question

Hi all, I am building a template and I want to hide certain rows if the value is 0 (like discount, or sub-total) - we are splitting the costs for the customer into recurring and one-time, and they are both not always applying.In our Suppress Table Row XPATH, we are looking at the field type currency - we want to hide it for all currencies.Is there an easier way, than what we did, to always hide the field, when the value is 0, instead of using text() and adding the currency symbol like we do currently? Example: <# <SuppressTableRow Test="count (/Quote/Field1__c [text()!='0,00 €'])=0"/>#> <# <SuppressTableRow Test="count (/Quote/Field1__c [text()!='0,00 Fr'])=0"/>#> <# <SuppressTableRow Test="count (/Quote/Field1__c [text()!='0,00 zł'])=0"/>#> I am certain there must be a more efficient way like using CONTAINS (?).We are quite new to this feature, so any help is appreciated. Thanks!

4136

8 months ago

Community UserLegacy User

asked in CLM

Reassigning Tasks in a Queue

My Queue users have the ability to assign a task to themselves or to unassign the task from themselves. However, when they try to assign it to another User, it basically shows that there are no Users available. I have them checked off with all of the options and I don't have any assignment setup. What am I missing?

283

8 months ago

madhuri.nandavadekaNewcomer

asked in CLM

Custom Docusign CLM files Widget

We are trying to create custom Docusign clm files widget, but facing following error:

331

8 months ago

ElizatechNew Voice

posted in CLM

Is Docusign training its AI Services on contracts I upload to Docusign for signature?

I did not give my consent for Docusign to do this on the confidential and copyrighted contracts I am uploading to the services. If this is happening, how do I turn off the permissions?

sjk_HTXNewcomer

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.

583

8 months ago

Manoj SinghNewcomer

asked in CLM

How to insert image from Salesforce field

MadhuNewcomer

Hi, How do I transfer all Apps, Keys, and others from the Developer account to another developer account

662

8 months ago

AdityaKNewcomer

asked in CLM

DocuSign CLM Integration

Hello All,We are having CLM-DocuSign Integration wherein Contracts created in CLM Software will be sent back to DocuSign for Signature. During this process we need information on following:Out of the Box list of metadata required by DocuSign to work for Signature process. Is there a way to convert the language from English to Non-English when document is send for signature?

562

8 months ago

EDUCOPNewcomer

asked in CLM

My surname is COP and it is being incorrectly translated into Portuguese as police officer, which is not true. How can I fix this?

Meu sobrenome é COP e está sendo traduzido incorretamente para o português como policial, o que não é verdade. Como posso corrigir isso?

142

8 months ago

Community UserLegacy User

asked in CLM

Can I have multiple documents sent for external review / email step?

Can I send multiple documents for external review / or through an email? Scenario; I have to send documents to my external partner and all they need to do is receive the documents; no response needed on their end. I generate the contract and then I attach the quote as a related document. Currently I have a email document step but I cannot attach multiple documents. I understand you can but it gets tricky because I am not sure how I would tell the system to find the quote. Also, there could be more than 1 related document attached to the contract and all of those will need to be send externally. Is there a way to tell the workflow to externally send all documents related to that contract?

545

8 months ago

juliane.gusmaoNewcomer

asked in CLM

Access to documents

One of our users has lost access to the documents previously available on his account, despite still accessing the same account.

1173

8 months ago

alicia.MMNewcomer

asked in CLM

Prevent attachments on r emails

CLM is attaching a copy of the contract when review notifications are sent to the counterparty. We want the counterparty to review the contract by selecting the link in the email. How do I remove the Word doc from the email notification?

472

8 months ago

Jon MNewcomer

asked in CLM

As Admin can I receive an email when any workflow is initiated?

I was curious if it was possible to get a notification email when any workflow is initiated?

902

8 months ago

Community UserLegacy User

asked in CLM

How do you update a variable value with the current value of an attribute?

I know how to update attributes with variables, but I can't figure out the reverse. End users update attributes during the course of the workflow, and I need those to update the associated variable in the workflow.

1835

8 months ago

Page 8 / 11

Badge winners

PatrickVhas earned the badge 1st Best Answer
umar8092has earned the badge 1st Reply Posted
StartReversehas earned the badge 1st Reply Posted
ACOUhas earned the badge 1st Reply Posted
vbvbvbvbhas earned the badge 1st Reply 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