Monthly Round-Up: CLM Workflow Steps

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 Demand section

Some Community questions that may be covered:

• CLM Workflow Wait for Signature step reminder

• Is there a CLM Workflow step that saves to SharePoint?