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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
Solved
Set up on Dashboard showing expired contract on CLM
+1- New Voice
Best answer by Pawan Gangwani
Hello
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!
+15- Digital Leader
- Answer
Hello
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!
+15- Digital Leader
OH, Happy to help and appreciate for your response. 🤗
Thank you so much Pawan, that’s really helpful
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