Set up on Dashboard showing expired contract on CLM

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Hi friends,

Is there a way to set up showing on dashboard list all contract that almost expired in CLM? Thanks

CLM

Pawan GangwaniAnswer

Hero

Hello @Simon Salman

Welcome to the DocuSign Community!

It is gonna be simple process.

1. Create one “Document Report” and apply filter in it as you want to show all the expired contracts.
2. Go to the Dashboard and Add Widget and select “Report”, drag and drop at dashboard.
3. Will get the screen to select the “Report” that you want to show.
4. Click “Save” and you are good to go.

LMK if you have any questions.

Thanks!

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Pawan Gangwani

Answer

Hero

Hello @Simon Salman

Welcome to the DocuSign Community!

It is gonna be simple process.

1. Create one “Document Report” and apply filter in it as you want to show all the expired contracts.
2. Go to the Dashboard and Add Widget and select “Report”, drag and drop at dashboard.
3. Will get the screen to select the “Report” that you want to show.
4. Click “Save” and you are good to go.

LMK if you have any questions.

Thanks!

Translate

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

S

Simon Salman

Author

New Voice

Thank you so much Pawan, that’s really helpful

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Pawan Gangwani

Hero

OH, Happy to help and appreciate for your response. 🤗

Thank you so much Pawan, that’s really helpful

Translate

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

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