Is there a way to export the outstanding tasks in DocuSign CLM in a report, csv?
DocuSign CLM: exporting outstanding tasks in a report
Userlevel 4
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- Digital Collaborator
- 256 replies
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21 June 2024
Hello
I hope you doing great. These is a one way around to do that.
so create one status attribute which shows that where is the task right now or where it’s outstanding.
you could populate this to an attribute or the document description and then put those into the report
and then create the “Workflow Activity Report” and apply the filter and column.
Thanks!
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