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Idea Submitted

Select party pop-up window

Categories:CLM
  • August 11, 2025
  • 0 replies
  • 15 views

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Select party pop-up window

I have a CLM form 3rd party upload at document generation.
When I choose the form with actions it will ask for a party automaticly. The text in the pop-up window is not correct. 

Generate Agreement

In order to generate a document you need to choose which party this document is associated with.

The select party pop-up is an out of the box popup and cannot be customized.
Can you enhance the verbiage of the select party pop-up?

And it should also be translated to Dutch when the language setting is not English. 

 

In Docusign CLM, the system automatically displays the Select Party pop-up.
This pop-up is currently out-of-the-box and cannot be customized — the text always refers to generating an agreement (e.g., “In order to generate…”).

In our use case, this pop-up appears even though no document is being generated; the user is simply uploading an existing agreement. As a result, the current message is misleading and causes confusion for end users.

Requested Enhancement:
Add the ability to customize or configure the text and labels of the Select Party pop-up window, for example:

  • Change the instructional message (“In order to generate…”) to context-specific text (e.g., “Please select or create a party before uploading an agreement”).

  • Allow different messages per Action type (e.g., Document Generation vs. Upload).

  • Optionally hide or modify elements (title, help text) within the pop-up.