Is there a way to export the outstanding tasks in DocuSign CLM in a report, csv?
DocuSign CLM: exporting outstanding tasks in a report
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!
Reply
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.