Back to Docusign.com
Has anyone automated exporting reports in CLM? It looks like something you can do in e-sign, but I haven’t figured out how to do it in CLM.
Page 1 / 1
Hello
Welcome to the DocuSign Community!
Yes, we can automate the report using smart rules. First you need to create a “schedule” and then you have to create “schedule smart rule” and leverage the “schedule” that you created. and via this you can automate the report to save it or send to particular user.
Let me know if you need further help.
Thanks!
Reply
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/RegistrationDocusign 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/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.