Established Contributor

Question

Using branding resource files with CLM

Forum|Forum|2 years ago
August 21, 2024
7 replies
178 views

I have modified the brand resource files for use with esig. I’m having trouble figuring out how to associate a CLM workflow to a brand with modified resource file in esig. Any help would be appreciated.

Thanks

CLM

JohnSantos

Guru

@mshealy

Have you made the updated Brand the Default Brand? You would do that in the eSign UI.

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mshealy

Author

Established Contributor

This would not be the brand used for each of our workflows. Each workflow may need specific changes to the resources file. Is this not possible? each workflow should be allowed to use its own brand, just like esig has for its brands.

Denise

JohnSantos

Guru

@mshealy

You might be able to associate the Brand with the Workflow in CLM. If you navigate to the Admin settings within CLM is there an option there?

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mshealy

Author

Established Contributor

Nothing in the workflow configuration, nothing in doc gen configurations, and i have searched the support arena.

Denise

JohnSantos

Guru

@mshealy

Could you see if there is an option on the eSignature step in the workflow?

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mshealy

Author

Established Contributor

nothing i can see

Denise

F

frank.tsai

Docusign Employee

For individual brands specific to a workflows, you can to use a esign template in the signature step that has defined to use a custom brand. However, you may need to include a cover sheet as it will include the template as separate document (so use it as a cover sheet).

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