Where to see information from added fields in Doc Gen form

Forum|Forum|1 year ago
July 17, 2025
4 replies
124 views

Hi - I have created fields in templates within a doc gen form and the user fills out those fields on the contract. However, I am unable to find where that data is stored within the CLM. Where can I see the information the user fills in on those fields? It does not show up on the left side like all the standard fields. Thanks in advance.

CLM

Best answer by Pawan Gangwani

Hello @TanyaSestak

Welcome to the DocuSign Community!

By "shows up on the left side like all the standard fields," I assume you're referring to attributes in CLM that show up in tasks. The data users fill out in the Doc Gen form fields doesn't automatically get stored as attributes unless you specifically configure it to do so.

To store this data within CLM:

Create an attribute under the appropriate attribute group where you want the data to be saved.
In the workflow, use the "Update Metadata Value" step to map the field from the Doc Gen form to the corresponding attribute.
This will allow the value to be stored and displayed alongside your other attributes on the left side of the document record.

Let me know if you'd like help setting up the workflow or mapping the attributes correctly!

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
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Pawan Gangwani

Answer

Hero

Hello @TanyaSestak

Welcome to the DocuSign Community!

By "shows up on the left side like all the standard fields," I assume you're referring to attributes in CLM that show up in tasks. The data users fill out in the Doc Gen form fields doesn't automatically get stored as attributes unless you specifically configure it to do so.

To store this data within CLM:

Create an attribute under the appropriate attribute group where you want the data to be saved.
In the workflow, use the "Update Metadata Value" step to map the field from the Doc Gen form to the corresponding attribute.
This will allow the value to be stored and displayed alongside your other attributes on the left side of the document record.

Let me know if you'd like help setting up the workflow or mapping the attributes correctly!

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

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

T

TanyaSestak

Author

Conversation Starter

Thanks Pawan - where can I see that information if it is not added into an attribute group?

Thanks.

Pawan Gangwani

Hero

hello @TanyaSestak

You can view that information by opening the workflow under the Executing tab the same one you kicked off. Once you open the workflow, you will see all the data on the left-hand side under the "Params" XML variable.

Let me know if you need help navigating there.

Thanks!

👪 DocuSign Community Leaderboard Top 5 contributor
💹 Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
🤝Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

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

T

TanyaSestak

Author

Conversation Starter

Thanks Pawan - I will work through your instructions above and let you know if I have any issues. I so appreciate the help!

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