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Newcomer
September 11, 2026
Idea Submitted

Add possibility to edit specific parts of DS CLM External Review Email

Categories:CLM
  • September 11, 2026
  • 0 replies
  • 11 views

Currently there are parts of external review email  in CLM (sent using Workflow from Docusign CLM) which cannot be edited (I confirmed this with Docusign support before creating this Idea).

One is the email address directly under body of the message (1)

Second is instruction how to do a review (2) , which is directly under the first section I mentioned.

 

 

Some of our external reviewers do not follow the instructions (2) properly and instead click on email address (1) instead of replying to the email message, which breaks email review thread. We would like to edit both the email address and instruction below it to make it easier for our reviewers to complete the process.