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Troubleshooter
December 3, 2024
Idea Submitted

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

Categories:CLM
  • December 3, 2024
  • 3 replies
  • 124 views

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
New Voice
New Voice
December 4, 2024

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

Docusign Employee
January 3, 2025

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

damianTroubleshooterAuthor
Troubleshooter
January 6, 2025

Yep, go figure.
A definite improvement.