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CLM: Document Reviewer - Provide a method of navigating to the document folder

Related products:CLM
  • December 3, 2024
  • 3 replies
  • 60 views

  • Conversation Starter
  • 6 replies

On the ‘Interactive Preview’ document viewing view.

There is an easy way to navigate back to the main CLM menus and the document folder - useful, if you need to open other supporting documents (this was also available - when ‘task completion screens’ are disabled).

Interactive Preview - gives you a sensible way to navigate CLM



This has been removed in the ‘Document Reviewer’ with no easy replacement/alternative.

Instead, to find a folder, you need to open a search and enable the location column - not an easy user experience.

Even more broken is the back button, which only mimics a browser back button, so if the user has proceeded through a list of chained tasks - then it tries to take them back to a already completed task, instead of somewhere sensible like ‘Documents’ or their ‘Task Queue’,

Document Reviewer only gives you a back button - usually right next to a button that does exactly the same thing.

 

3 replies

Stan
Newcomer
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  • Newcomer
  • 2 replies
  • December 4, 2024

+100 to back button, it is not thought through well...


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Good news. Breadcrumbs are back for Document Reviewer viewing format.
Please review the following Release Notes: 

https://support.docusign.com/s/document-item?language=en_US&bundleId=ahv1581355884926_25-1&topicId=rzx1592427905639.html&_LANG=enus


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  • Author
  • Conversation Starter
  • 6 replies
  • January 6, 2025

Yep, go figure.
A definite improvement.