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Have Docusign CLM questions? Find answers here!

  • 323 Topics
  • 836 Replies
323 Topics
B
Newcomer
BindunNewcomer
asked in CLM
Docusign CLM Template

How can we hide a page in word template,which is having merge tag condition If merge tag doesn't satisfy , page should not display which is having different footer compare to previous page

331
Pawan Gangwani
Rising Star
L
Newcomer
Lavi BhardwajNewcomer
asked in CLM
&amp issue

While Pushing a contract in CLM the address which has "&" Text is Showing as "&amp", How to resolve this?

6110
Pawan Gangwani
Rising Star
J
New Voice
jafisherNew Voice
asked in CLM
Data Reconciliation Setup

Could Someone help me with Problem solving what I need to update to get the “Data Reconciliation” Step to work in CLM Workflow? My end goal is pass in the track changes from a document and then have those changes be passed into salesforce. This is what has been built so for Document Generation Form: This has been setup and is linked to salesforce with track changes turned on. Workflow Steps created Find Document Step Compare Documents Data Reconciliation Variable “TestDocMain” Error Message:

1379
Pawan Gangwani
Rising Star
T
Newcomer
TiaBNewcomer
asked in CLM
CLM dropdowns and Active Directory

Is there a way to connect a dropdown in CLM to Active Directory? I recently built out an internal routing memo but the nagging issue users are facing is the need to update the list of people whenever someone is added or removed from the list of approvers.

270
T
Newcomer
C
Docusign Employee
Community UserLegacy User
asked in CLM
Streamlining Contract Management

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

281
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in CLM
Security and Compliance

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

1031
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in CLM
Customization Capabilities

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

71
C
Docusign Employee
C
Docusign Employee
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?

411
C
Docusign Employee
C
Docusign Employee
Community UserLegacy User
asked in CLM
What is Docusign CLM+?

How does Docusign CLM+ optimize the contract management processes?

2861
C
Docusign Employee
F
Newcomer
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

783
F
Newcomer
MatheusAlcantara
Newcomer
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 Form But 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 t

1054
Pawan Gangwani
Rising Star
C
Newcomer
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。

190
C
Newcomer
F
Newcomer
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

120
F
Newcomer
F
Newcomer
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.

280
F
Newcomer
C
Newcomer
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.

140
C
Newcomer
A
Newcomer
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

661
Alexandre.Augusto
Docusign Employee
A
Newcomer
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!

1225
A
Newcomer
K
Newcomer
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!

595
Alexandre.Augusto
Docusign Employee
M
Newcomer
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.

1230
M
Newcomer
E
Newcomer
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?

370
E
Newcomer
S
Newcomer
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 environment or QA@ABC.com for QA environment or prod@ABC.com for Production) Anyone any idea how to accomplish this? Thanks!

342
S
Newcomer
C
Newcomer
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?

1171
JohnSantos
Valued Contributor
A
Newcomer
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!

1241
Alexandre.Augusto
Docusign Employee
K
Newcomer
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?

884
K
Newcomer
N
Newcomer
nicokiNewcomer
asked in CLM
Interface language

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!

531
Michael.Rave
Docusign Employee

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