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28 days ago

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Have Docusign CLM questions? Find answers here!

272 Topics
707 Replies

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272 Topics

extol7Newcomer

CLM Workflow Wait for Signature step reminder

Where can I find documentation for CLM Workflow Steps?I am trying to set a reminder on an Wait for Signature step and I am confused on the settings.Below,Does this mean that the wait for user to sign will terminate in 3 days, but a reminder will go out every 1 day?

101

17 hours ago

leah.breenCommunity Admin

published in CLM

CLM 101: What It Is and Why It Might Be the Right Fit for Your Business

Growing businesses often struggle to manage the contract process effectively, leading to delays, risks, and frustration. This new Docusign publication, Guide to Contract Lifecycle Management, offers a comprehensive guide to contract lifecycle management (CLM), explaining what it is, how it works, and whether it’s the right fit for your organization. The guide explores the challenges of scaling businesses, key benefits of CLM, and practical tips for selecting the right solution. Whether you’re just learning about CLM or ready to implement it, the guide is packed with actionable insights to help your organization streamline contract management.✍️ Key Takeaways:What is CLM? Contract lifecycle management is a software solution that automates and streamlines the contract process, helping organizations reduce delays, risks, and inefficiencies. How does it work? The core functionalities of CLM include documentation generation, collaboration, workflows, signature, storage, analytics, and integ

19 hours ago

Justin JiangTroubleshooter

asked in CLM

Hiding the new default attributes from new update

I think this is related to new enhancement in DocuSign. can we hide this (see screenshot) in the UI? The default attributes are not useful to us.

296

1 day ago

Aqua_SBNewcomer

asked in CLM

Unable to create the envelope

Hello, I am new and got the following message when trying to create an envelope: Unable to create the envelope. The specified Integrator Key was not found or is disabled. Invalid account specified for user can you please help me?

2773

7 days ago

BobJonesNewcomer

asked in CLM

Expression Builder help with Link to next step

I’m trying to figure out how to have a custom Link to next step process (Expression builder?) to take the user back to a specific document that has a pending task assigned to it. Here’s my current high level process:I have a Master Document that gets generated with a task to do something. In order for the user to complete the task there need to be supplemental documents submitted. I have a totally different “intake workflow” built to kick off a User Task to review incoming documents. This Workflow finds the Master document and relates the supplemental documents upon arrival. I’d like for that separate workflow to redirect the the User to the Master Document task screen. Current outcome. (not what I want)After completing the separate workflow review task the user is just directed back to the Task screen. Question:My question is how can I redirect the User to the Master Document Task screen after completing their review task (separate workflow). I’m guessing I have to use the Expr

173

8 days ago

alexisdgNew Voice

asked in CLM

External Review Comment Character Limit

Hello Everyone,Does anyone know if it's possible to remove the character limit on external review comments?Any insights would be a big help. Thank you!

161

21 days ago

BobJonesNewcomer

asked in CLM

Prefill eForm using "Full Page Fill Form" step in CLM

I’m presenting an eForm using the Docusign Full Page Fill Form step. But I’d like one the fields to be filled in with dynamic information (Ie. Workflow variable) from the workflow before presented to the user to complete. Does anyone know what step or process I can use to accomplish this? The Full Page Fill Form provides the ability to choose an eForm but I don’t know how to get the workflow variable data into one of the eForm fields. Thanks.

152

28 days ago

Christian.AntonioNewcomer

asked in CLM

Intake form download

Hi all,Is there a way to download an document generation Intake form?I need to update the intake form in prod environment.Thanks,Chris

223

30 days ago

ServeshNew Voice

asked in CLM

Review parallelly and sign without additional step

Hi all,I’ve a use case where a user uploads a document which needs approval from an approval group and then a stamp from legal. Both of these steps need to happen in one go such that, a placeholder for stamp is applied before sending for approval parallelly, and when the approval happens, the stamping can continue. Currently, I’m able to do the parallel sending to approvers but require an additional step to place the stamp placeholder after the approval before sending to legal. This step needs to be eliminated.Hope the requirement is clear. Any help is greatly appreciated.

334

30 days ago

animish36New Voice

asked in CLM

All of the Group members are not getting the Review Email

I have created a Group and added couple of uses to that group, and in my workflow I have added Send for Review Step and selected the group as assignee. Everytime when I trigger the workflow email is being sent to only one user instead of both, and it is working fine for Approval step but not for Send for Review. is there any limitation to that step?

335

1 month ago

Tomasz SzostekNew Voice

asked in CLM

External review output: Cancelled - Invalid Recipient

Dear all,I am exhausted.I am working on the workflow. One of the steps is review and send for external review. It was working fine until it...stopped.When the Review and Send for External Review step is executed, you can define the email address and email content... all required fields are completed and the result of the step is Canceled - Invalid recipient. It does not matter which email address I use. It can be one from the directory (choose one of the account users) or a completely different external one - tested and works - the result is the same. The same happens when I use the "Send for external review" feature manually from the document preview level, the feature simply does not work.I have access to another account and everything works there and I really know how the feature works. I have also used it hundreds of times.Any idea? Any settings for recipient verifications or so? BestTomasz

405

1 month ago

GNOMObserver

asked in CLM

How to use the CLM API to relate or attach documents together?

Hello.I’m looking to be able to use the CLM API (for Docusign CLM), to programmatically “attach” one uploaded document to another.The PUT/PATCH /Documents endpoints seem to “accept” a list of RelatedDocuments, but it does not seem to update the list.For reference, in the UI this would be equivalent to pressing the “attach” button next to “Related Documents” and choosing another document and pressing “save’.

190

1 month ago

Himanshu PuriNewcomer

asked in CLM

Combine attachments from Document Generation Form to main document

Situation - I have created a form which is tied to underlying template. I am using a configuration to generate the document based off of form and then launching the workflow.Workflow is configured to run at Document generation configuration. However, I do not see Documents.Document.Id variable for the main generated document but am only able to see the fields in the form, i.e., Params.Params.TemplateFieldData.Attachments_Attachments.Attachments_SingleValue.0.Document.Uid".However, if I change workflow config to trigger based off Document then I do not see form fields. Not sure where I am going wrong.But I am unable to assign document IDs of both main and attached documents in one workflow and unable to generate a combined document.Also, in case a user has uploaded multiple files, how would we capture document ID for each as template only shows 1 variable.Any help would be highly appreciated.

607

1 month ago

amtillieNewcomer

asked in CLM

Report Automation in CLM?

Has anyone automated exporting reports in CLM? It looks like something you can do in e-sign, but I haven’t figured out how to do it in CLM.

161

1 month ago

animish36New Voice

asked in CLM

Read Only sections in generated documents during Review Process

I have created a workflow where one of the steps is Send for Review where reviewer downloads the document and can make whatever changes they need. Instead of changing the whole document is there any way that only certain sections can be modifiable and remaining can be read-only.

241

1 month ago

kcampbellNewcomer

asked in CLM

Push document updates/redlines back into Salesforce

Is the following possible with DocuSign CLM? A document is generated with merged values from a record in Salesforce. The document is then reviewed internally and sent externally for review and redlines. When the parties agree that the document is finalized, we’d like to update the original Salesforce record with the new values that are in the document’s merged fields. Is this possible? If so, I would very much appreciate a summary of how one would go about it. Thanks in advance!

877

1 month ago

animish36New Voice

asked in CLM

Adding new Params to existing Docusign CLM workflow.

I recently started using the DocuSign CLM tool and created a document generation form, linking it to a workflow through Configurations. While setting up the workflow, I successfully connected the configuration, and the fields created in the form were populated as XML variables. However, when I added new fields to the form, they were not automatically reflected in the workflow. Is there a way to ensure that new fields added to the form are automatically updated in the workflow?

362

1 month ago

VI3DSNew Voice

asked in CLM

Username on document generated by via docgen

Hi, In CLM, I’d like to print the name of the user generating a document on the document. Is there any template function to do that? Thanks.

303

1 month ago

gapNewcomer

asked in CLM

Email Document WorkFlow Step in CLM - Error Handling

Hi allI am looking to implement an “Email Document” step as per https://support.docusign.com/s/document-item?language=en_US&bundleId=yks1643320936212&topicId=hpj1576610096401.html&_LANG=enusI am struggling to find much information on what happens when a bounceback or outbound delivery failure occurs (e.g. SMTP Error 550). We managed to get some bounceback emails coming back into the system, but want to ensure we cover all failure scenarios appropriately. Any advice on details for this appreciated! Thanks!

292

1 month ago

Samuel VelascoNewcomer

asked in CLM

How can I separate option selected in a Dropdown - Docusign CLM Multiselect Attribute Field?

Hi all, I have added a Multiselect field to my Generation Form, however when multiple values are selected, they are separated by a semicolon. See the example below:Registered;Closed-ended;Private Investment Fund I am trying to separate each of the values with spaces instead and make it look as below:Registered Closed-ended Private Investment Fund How can I achieve this configuration? Many thanks for your support.

211

1 month ago

Aj20024Newcomer

asked in CLM

Choose user and approval in Workflow

Team, I am trying to add Choose User Step in workflow that will allow the user to select the set of users and storing the users in a new variable for it to use in Approve step. As soon as i run the workflow below is the error that i get. Can anyone please help? '^ApproveFailure' to 'Action failed with exception, returned: Neither users nor worker pools are set to be assigned to.. Reference ID: ****Redacted information PII****. Inst: 8956 '****Redacted information PII****'.'

501

1 month ago

Tomasz SzostekNew Voice

asked in CLM

Workflow Combine Documents step

Hi all,I have spent hours trying to use “combine documents” workflow step without any success.The scenario:Document generation triggers the workflow.Document generation form contains attachment field. The user can add multiple attachments. I would like to combine atached documents with the main generated letter to make it as one file (.docx).Looking into variables of the worflow connected to doc gen I can see all my document data points/fields and the main document (generated) ID in the path:Params.Params.Documents.Document.Id and the attachments ID in the paths: Params.Params.TemplateFieldData.Attachments_Attachments.Attachments_SingleValue.X.Document.Uid where X is the number of the attachment starting from 0.Searching community I have found the theread: and going after I have created variable (named Combined_doc_holder) and trying to update this variable using “update variable” step with the expression:GetVariableValue("Params.Params.Documents.Document.Id")+"|"+GetVariableValue("Par

893

1 month ago

colmbyrneNewcomer

asked in CLM

CLM - Scheduled Report - Send via sFTP ?

Wondering if there is a possibility in CLM to schedule a report to run on a particular cadence and instead of sending to recipients via email to have it FTP’ed to a target destination.Thanks in advance.

colmbyrneNewcomer

Hi there.Finding Reports in CLM to be pretty basic, I’m curious if others have experience of building/developing custom apps to pull out data (including Attributes) and push to PowerBI. Thoughts on this ? Best approach ?ThanksColm

201

1 month ago

Jetson324Newcomer

asked in CLM

Can't download completed documents.

Getting this message in a white window:{"errorCode":"RECIPIENT_AUTHENTICATION_REQUIRED","message":"Recipient has not passed authentication steps."}

8599

1 month ago

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