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9806 Topics
C
Docusign Employee
Community UserLegacy User
asked in CLM
Hello I am a new notary and have been told by the title company to sign up with docusign to get business how does the title company see me or contact me to do a notarize documents

Hello I am a new notary and have been told by the title company to sign up with docusign to get business how does the title company see me or contact me to do a notarize documents

732
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
CLM.CM passing a variable from parent to child workflow

​I have a process that has a couple child workflows. I have defined a variable in the initial "parent" workflow using parameters available for the document name that updates an attribute field. The final step starts the child flow and in the configuration you can add variable from the parent. Can a variable be passed from one workflow to the other and how is that done?Thanks

1623
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
Repeatable attributes and how to add an attribute via a workflow

Hey all,How do I add an additional value to a repeatable attribute?SituationWe have the case that a one contract can belong to multiple cost centers. I can catch them via the expression function and store them in a variable. However, I have no idea how I should communicate with the attribute field. Currently, the workflow overwrites always the first position.Simplified examplePicture 1 (original value): The contract has 4 cost centers (31000; 221000; 52000; 12000) and needs a 5th valuePicture 2 (Workflow with value): A workflow updates the attribute field (Cost Center) with the valiue "99999 - This needs to be added". In the example it is hard coded. For me the problem remains still even if I use a variable with the name "CostCenter"Picture 3 (updated value): 99999 shows up on the first place and replaced the value 31000Thank you for your help in advance and best regards,Marco

1606
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
Send reminder that contract will expire in x days, where x depends on the document

How can I set up reminder emails to go out x days before a contract expires?I have a Document Generation Upload form set up that records contract end date, as well as a "alert x days before end" field.How do I have reminders set to go out "x days before" the contract end date? I looked at smart rules and notification templates, but it looks like I can only have those triggered one period of time before the end date on the document, and not variable based on the document (Document x has a reminder going out 90 days before end date, Document y has a reminder going out 15 days before end date).I also looked at workflow, but wasn't able to figure out how to have it calculate the date the reminder should go out.

1308
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
I want to have on an input form a start date and a number of months field and then calculate the end date to be that number of months after the start date. The end date will also be an attribute like start date and increment number of months.

I want to have on an input form a start date and a number of months field and then calculate the end date to be that number of months after the start date. The end date will also be an attribute like start date and increment number of months.

558
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
How do I reconcile spacing issues on a document created by adding text in the rich text box on the DocGen form?

I have added Rich Text box to several docgen forms. The rich text merge tag is the first "sentence" in the paragraph in the templates. When a user utilized the rich text box in the form, even without using html, the spacing is thrown off in the the remainder of the paragraph.. How do I eliminate the spacing issues created by using rich text format in docgen form.

2412
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
How do you reference the value in another field in the same CLM Document Generation from?

I'd like to know how to reference the value in a CLM Document Generation from from within the same form. For instance. If I wanted the value in Filed B to reference the value that was input in Field A then what would be the syntax to use? And would this be an expression for Field B? I'm assuming that you would not use the merge tags since that is used to pull field data into the generated document.Thanks

792
Justin Jiang
Digital Collaborator
S
Newcomer
SRMowersNewcomer
asked in CLM
Can I add a "Limited admin" role without granting access to other employees files?

Can I add a "Limited admin" role for an employee to help manage our account, without them having access to other employees Documents and security settings? For example, I need them to create Powerforms, which is an admin function, but I don’t want this employee to be able to see their co-workers personal/employment records that were completed in DocuSign.  If I can, please advise how to set this up-what permissions they need to have or not have. Thank you!

314
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
Is there a way to generate a contract in the middle of a workflow?

Is there a way to generate a contract in the middle of a workflow?For example: The first document kicked off through salesforce is called the deal summary sheet.. This provides the vice president enough info to give the go/no go for the contract generation.. Upon approval I currently have the contract admin generating the contract outside of spring and uploading it back into the folder within the salesforce record..What I would like to do is after the VP has given the approval the workflow automatically creates the document based off of doc launcher information.. My idea.. to create the contract a doc launcher form is sent to the sales rep to fill out... they would specify what type of contract they would like to generate..which means the workflow would need to understand the difference between templates and grab the right template and generate the right doc launcher form with the right feilds on it to generate the contract...I realized when writing this it sounds a little crazy.. but

613
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
How can I user document generation form fields inputs as variables in an advanced workflow that is launched after document generation?

Hi, I'm just trying to understand how to extract some of the values of the input fields from a document generation form. I read other post that use an expression like this: "GetVariableValue("Params.Params.TemplateFieldData..." but it doesn't work.In my case I need to create a variable in a workflow based on a numeric value that is entered into a text field on the document generation form.PD. The search for text step is not an option because it takes 10 minutes to search the value

2785
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
How can i create a link of Signed Document in Workflows so that i can route to other party for Signature?

How can i create a link of Signed Document in Workflows so that i can route to other party for Signature?

6016
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
Include SpringCM Variables in Email within Workflow

As part of my Workflow, I am sending an email to my Sales Rep if their Document has been Rejected by the Contracts Team.The email is sent as expected and the tags from Salesforce all pull in correctly to the email.The tags from the SpringCM Variables DO NOT PULL IN at all and show blank areas. I have tripled verified that I have the variables spelled/named correctly in the email and yet it is still not working.I must be missing something? Or maybe there is a special way to add these in?As an example...SFDC Line that works: <%#XmlVariables.Params.Params.TemplateFieldData.Salesforce_Id.Quote_Number%>SpringCM Line that does not work: <%#XmlVariables.Params.Params.TemplateFieldData.ContractsComments%>Any ideas??

854
Justin Jiang
Digital Collaborator
C
Docusign Employee
Community UserLegacy User
asked in CLM
How do you update a variable at the end of the workflow.

I am trying to update a variable at the end of a workflow.Scenario: At the end of the workflow I want the contract number to be updated based on the manually updated attribute... Ex: Once the document gets sent to operations for processing I want the operations person to manually update the attributes.. From there I would like for the workflow to then update the variable and then update the corresponding Salesforce field. Currently I have a find document step, and I am confused.. do I just need to redefine the document variable? Meaning the document is deal_summary_doc and the existing variable I am updating is deal_Summary _doc? If so, how would I let the workflow know to grab the updated attribute and assign it to the correct variable and how would I define the document params with that new variable? Currently I have the update variable first then the find document next.

11121
Justin Jiang
Digital Collaborator
S
Newcomer
SLTNewcomer
asked in CLM
Format Date from excel form converted for EU standard to US standard in the final pdf signed

Hello,I use docusign to signe by several parties excel files documents containing dates in several cells.inside this excel file documents, we have date in EU standard format (example 22nd of february is 22/02/2024). In the final pdf file with all the signature this date is automatically converted to US standard format (example 22nd of february is 02/22/2024).How may i keep the EU date format in the PDF generated by docusign with all the signature ?Regards, stéphane

995
Justin Jiang
Digital Collaborator
S
Newcomer
ShanmugapriyaNewcomer
asked in CLM
Convert a document from pdf into .docx format using C# in DocuSign CLM Workflow

Requirement:After sending the document for Signature, the document is converted into pdf.After signature, we would like to send the document for External Review in .docx format. So that we can compare the redlined content.Is there any way possible to convert pdf into .docx format?

3312
Justin Jiang
Digital Collaborator
L
Newcomer
LinNewcomer
asked in CLM
Paid for a monthly subscription via Paypal, but my DocuSign account was not updated

Hi there, I paid for a monthly subscription via Paypal, my bank account shows the transaction was successful, but my DocuSign account was not updated, it still asked me to pay. Logged out and back in a few times, but propbel was still there. Anyone had the same problem ever? Many thanks!Lin 

252
Justin Jiang
Digital Collaborator
N
Active Voice
newtoclmActive Voice
asked in CLM
Remind in DS CLM

Hello - does anyone know where the remind button went on the new Document Interface?  It used to be in the Workflow Activity Section.   

445
Justin Jiang
Digital Collaborator
O
Newcomer
opaulingNewcomer
asked in CLM
Is there a way to download files without them going into a zipped folder?

Is there a way to download files without them going into a zipped folder?   

6702
Justin Jiang
Digital Collaborator
S
Newcomer
StewartNewcomer
asked in CLM
Reduce seats & downgrade

Hi All,I am trying to reduce my seats from 2 down to 1, and also wanting to downgrade from Business Pro to Standard.However, it seems the system only allows one or the other, not both? Is this correct or is there another way to do both?Thanks.

1212
Justin Jiang
Digital Collaborator
T
Newcomer
TsugumiNewcomer
asked in eSignature
The signer didn't receive email notification from Docusign

We sent the document to the signer several times but the signer didn’t receive the email from Docusign.They checked junk and spam folders. What are the potential reasons?

2092
A
Community Moderator
C
Docusign Employee
Community UserLegacy User
asked in CLM
Is there any way of adding multiple options dropdowns into a Form? I am trying to add them the same way I created the cascade section for the Attribute group, however I can only select 1 of the options. Many thanks.

Is there any way of adding multiple options dropdowns into a Form? I am trying to add them the same way I created the cascade section for the Attribute group, however I can only select 1 of the options. Many thanks.

2754
Justin Jiang
Digital Collaborator
Samuel Velasco
New Voice
Samuel VelascoNew Voice
asked in CLM
Filter out deleted users when using the "Initiated By" filter in Reports

Hi all,I am issuing a report to gain visibility over who initiated a Workflow. However, it is showing me Workflows initiated by deleted users. When I try to filter them out using the "Initiated By" filter, their names do not appear as they have been removed from CLM.Is there any way to avoid these deleted users from appearing in my reports?Many thanks in advance!

963
Justin Jiang
Digital Collaborator
A
Newcomer
Ankit VermaNewcomer
asked in CLM
"How to Create DocuSign CLM Account"

I have installed the DocuSign CLM in salesforce org from App exchange. And I want to Connect DocuSign CLM account to the Salesforce Account. How to create CLM account. Please give any CLM link to create Account. I’m unable DocuSign CLM configured my salesforce account. How to setup CLM and create a DocuSign CLM account.

2443
Justin Jiang
Digital Collaborator
W
Newcomer
wilbertNewcomer
asked in CLM
folder protection

I created folders and moved the envelopes in there. I want to shield some folders from some users. How do I do that? 

422
Justin Jiang
Digital Collaborator
J
Newcomer
Jane SmithNewcomer
asked in CLM
"Suggesting" mode

Hi! Help me understand if the second party who has been sent a document to sign can make edits to it in a "Suggesting" mode like google docs, not only leave comments. Is there such a feature in DocuSign?Thanks in advance! 

815
Justin Jiang
Digital Collaborator

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