we frequently get requests from management and our audit team to review who is in each task group in CLM. There is currently no way for us as admins to pull reports of that and send it as an export for review.
We have implemented a DoA also using numbers so depending the value of the contract other internal people need to sign off. This is just a csv file in Docusign so I can download the values. However, not having any option the download the task group is something that is dearly missed. I do think that Docusign needs to give us a standard report to export the task groups including the users therein. Is there another way to get to this ‘report’? For now I have not found the option to create it myself.
All the votes have been transferred into this idea.
At a minimum an additional column in the standard CLM Users report would be welcome, right?
Please! This would be a HUGE time saver for administrators. Task groups are used for workflows and agreement approvals. Other suggested options (ie security groups) do not work.
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