Name: Monthly Round-Up: CLM Workflow Steps
Start: 2025-03-18T15:30:00-0400
End: 2025-03-18T16:30:00-0400

In collaboration with Docusign University, theMonthly Round-Up series brings you answers to the Community’s most commonly asked questions from a previous month. Docusign University’s expert trainers will address trending topics, provide live demonstrations, and share practical solutions to help you get the most out of Docusign.

This month’s topic 👉🏻 CLM Workflow Steps

What you’ll learn:

During this month’s round-up we will review several questions related to CLM Workflow Steps. We’ll cover:

How to add variable values into step properties effectively
How to store documents in external cloud storage accounts automatically
How to establish reminders and expiration settings on Signature steps
Creating Term documents for your clause library

Why you should join:

Learn important tips for maintaining and updating your Docusign CLM Agreement workflows
Gain insight on important tips and tricks for effectively managing your agreements across multiple core capabilities
Ask questions about these features to a Docusign expert

How to participate:

Register for the event and add it to your calendar
If you can’t join live, don’t worry—a recording will be available in the Community’s On Demandsection

Some Community questions that may be covered:

Monthly Round-Up: CLM Workflow Steps

Sign up

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.

Docusign 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.