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Docusign 2024 Release 3 Is Live! Discover the New Capabilities

29 days ago

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Core Capabilities

Have Docusign Core Capabilities questions? Find answers here!

5,736 Topics
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5736 Topics

StephCNewcomer

Our software management team have a number of administrators who all have a login to Docusign to be able to add/remove users. They do not use the software other than to manage users.My question is - do each of these administrators take up a seat each? It appears that they do, therefore we would be better off consolidating to one admin so these seats could be better utilised by those who would actually use the software?Thank you.

1064

8 months ago

Sheri2jjNewcomer

asked in CLM

Enlarge Lettering on Home Page

How do you change the size of lettering on the home page? It seems to have adjusted to a smaller size and need to enlarge wording. Thanks!

302

8 months ago

Dr. DanNewcomer

asked in CLM

Preserving File Names in Zip Downloads

I often have to send multiple documents for signature at one time and I do so using a single envelope. However, when I download the PDFs of the files it creates a zip file and that changes all spaces in the file name to be underscores.Is there a way to NOT change my file names when I just want to download a few files at one time that were all signed in the same envelope?

741

8 months ago

PandyNew Voice

asked in CLM

eSign Custom Tag in CLM Template Not pull

In my CLM Template, I have ALT Clauses, one of these should pull in the eSigned Date. I’ve placed conditionality in the Template for the use of the ALT; however, the eSign Custom Tag does not seem to be pulling in when I generate a contract instance or when it is sent for eSign. Any ideas??In the Template: <# <EndConditional/> #><# <Conditional Test="// Effective_Date[@optionName = 'Standard ALT1’]” /> #>/ContractEffectiveDate1/<# <EndConditional/> #>In eSign, this shows up blank rather than capturing the date expected.

402

8 months ago

cyjensenNewcomer

asked in CLM

How do I look as who is using the Docusign platform?

I am trying to audit our licenses and find out who is actually using the system. Is there a way to report on actual logins from our users?

483

8 months ago

samiranNewcomer

asked in CLM

Update Clause term for In-Progress Agreement

Let’s say we generate a contract which has a clause of ‘Payment Terms - 30 Days’. The contract goes for external review and he wants the clause ‘Payment Terms - 60 Days’ (Considering the language for both the clauses are different).There are 2 scenarios:1.We are using clause library to maintain all the clauses All clauses are within the template based on conditions.Is there a way to update the information in the In-Progress template via workflow for the scenarios?

PandyNew Voice

Looking for some recommendations on how to pull a CLM Clause report that would include the Clause Data: ID, Section, Template, Option Name & Option Text. The standard OOB Clause report provides all this information with exception of the Option Text. It can be done, our Project Team provided a report but didn’t build it in or pass on the How To of it. TIA!

291

8 months ago

Justin JiangTroubleshooter

posted in CLM

ROI of CLM

What is the biggest value driver for CLM for you？Curious for this discussion.

160

8 months ago

M1ll3rt1m3Newcomer

asked in CLM

can't find moved documents

I selected move documents and while doing it allowed me to name a new folder but can’t find documents now

272

8 months ago

shashvatNewcomer

asked in CLM

CLM Training environment for training exercises

I’ve started with docusign CLM-administration training. Topics started like how to configure e-forms, smart rules etc. So it required practical need. We have UAT environment, can’t do any training stuff in it. I want know is there any training environment where I can do my training practical exercise.

522

8 months ago

TiffanieNewcomer

asked in CLM

Formula & Validation for Long Date - Ex. March 6, 2024

Greetings! Is there a way to create a Text field that will automatically calculate “Today’s Date” but list it in an alpha-numeric pattern? Ex March 6, 2024. We want the signatory to be able to click on the date field and it generates the date without the need for them to type in the full date.

1373

8 months ago

Island10Newcomer

asked in CLM

Opening of New Personal Docusign Account

I just logged in to open a personal account with docusign and I also use a business account with the company I work for which is not under my name.When I login to the personal account my business account is what comes up.Why can’t I separate these two accounts at login?

544

8 months ago

Captcwk1Newcomer

asked in CLM

Version of DocuSign we currently are on

How do I tell what version of DocuSign we are currently on?

1533

8 months ago

Mschmitz0611Newcomer

asked in CLM

Managing Contract Dates

How in Docusign do I manage contract dates so that I can see what dates contracts expire? By expiring I mean the actual contract, not the signing date. Is it possible to get reminders of contracts when they expire in 3 years?

1242

8 months ago

JoanNewcomer

asked in CLM

New Search Function - "Name" search producing no results

Using the new search function in CLM, using Name (under CLM Document Details) does not produce expected results. Goal is to narrow search results to text embodied in name (and exclude document text).Searching on “Name exists” produces only small number of documents that have that field populated.Why is Name parameter not finding CLM Document Details Name? How do we search by CLM Document Details Name if not using method described above?

722

8 months ago

LglOpsNew Voice

asked in CLM

CLM Reporting: Date filters are inadequate and need product team attention

I need certain reports to refresh daily without having to manually update the end date for the date range I’m looking at in the report. One of my reports needs to show the quarter, for example January 1, 2024 through March 31, 2024. Current options:Rolling Date Range - this looks back X days and looks back too far. If X = 90 and today is 3/26/2024, the system returns dates prior to January 1, 2024. This is not an optimal solution. Custom Date Range - this looks at the date I want/need, but requires manually updating every day. The system doesn’t allow for the inclusion of future dates. This is also not an optimal solution.I need a way to not have to manually update custom range, but have it be rolling or inclusive of the entire time period even if some of the dates in the period are in the future.

351

8 months ago

Tay_SanNewcomer

asked in CLM

code challenge and code challenge method required

Hi dear community, I’m configuring the solution for one of our client’s and i’m facing this error :usr_oauth_access_token_reponse_error_response] invalid_request (code challenge and code challenge method required) Anyone can advise how to solve it or what is it related to ?Thank you very much for you valuable assistance.Rdgs

1201

8 months ago

jclouderaNewcomer

asked in CLM

Is there a way to share access with a Group?

Is there a way to do share access to a Group instead of individuals? Trying to get everyone in a group to see the entire groups documents.

Orange error message work item does not exist or you do not have access to it.

I have been getting this message on a document in my tasks when trying to send out for review and counterparty review. When I click on the document it says work item does not exist or you do not have access to it.Please help I do not understand why this is happening. what can I do in order for this not to happen again to other documents. Also, is there a way to fix this.Some documents have worked fine.Also, what is the difference between sending out for external review vs counter party review.Thank you

1122

8 months ago

VI3DSNew Voice

asked in CLM

Checking for current template name in CLM

Hi, Is it possible to check the current template in a CLM template and then show language on the output document?For example, I’d like to have the following conditions in both “MSA” and “Amendment” templates. However, I’d like to show the required wording based on the current template name.If current template = “MSA” show “This is an MSA”If current template = “Amendment” show“This is an Amendment” Thanks.

YN42Newcomer

Is it possible that the recipient download the original file format and not only a PDF version?

603

8 months ago

MphoNewcomer

asked in CLM

Our account has stopped sending reminders to our signatories

Our account has stopped sending reminders to our signatories, users are complaining as now envelopes are expiring before they are signed off

243

8 months ago

EmillerNewcomer

asked in CLM

Changing an attribute questions

How do I change an attribute question on the CLM “Generate Contract” intake form, which, depending on the response to the questions is routed for an approval in the workflow? Will changing just the text in this question (not changing the routing/mapping) create issues with routing through the workflow? I have tried updating the attribute question in the CLM Admin page, which does not allow me to input past a certain amount of text and also if updated in the CLM Admin section does not update the question on the initial “Generate Contract” intake form.

462

8 months ago

msoria333Newcomer

asked in CLM

Public Link (Word Version Download)

My team has access to the public link and it is not set to expire until next year. When they click on the link and try to download the document in DOCX, however, it shows as blank with 0GB. The PDF version downloads without issues. Is anyone able to help me figure out how to allow the DOCX to download?

201

8 months ago

BSimsNewcomer

asked in CLM

How to handle contract renewals?

Hello everyone. We’re using CLM mostly for a repository where wet signed contracts are uploaded. I’m trying to figure out what’s the best way to handle a contract expiring and either an additional term being approved, or a new contract being entered. Should we just upload a new version and changed the dates? Or should we upload the contract for the new year as an entirely different document? If its just an extension where a new contract isn’t signed, do we just update the expiration dates?

1042

8 months ago

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