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I have several thousand agreements in my CLM. There is a new Attribute I am being asked to track across them all that was not entered when we migrated them into the system. I have the new values for all of the agreements in an excel file. Is there any way to upload a change to enter values to Attributes across many contracts at the same time? It is prohibitive to go into each contract and add this Attribute one at a time. It would take far too long.
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You can bulk update attribute values in DocuSign CLM using a simple workflow. First, generate a report containing the document IDs and download it as a CSV file. Then, add a new column to this CSV with the updated attribute values. The workflow will use the document IDs to locate and update the corresponding documents in DocuSign CLM.
Michael, thank you so much! I had been playing around trying to figure out a good Workflow to do this. This looks like it will perfectly solve the issue I have.
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