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Idea Submitted

Writeback from Docusign CLM data into Salesforce contents

Categories:CLM
  • December 4, 2025
  • 0 replies
  • 8 views

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Scenario - Text contents are coming from Salesforce to Docusign CLM, converted to objects and written into MS Word files.

 

Problem - If someone changes the word document, we need to update the source as well in salesforce from where it was coming. 

 

For Ex: 

If there is a text content “I am a Docusign Developer” coming from Salesforce to Docusign CLM, and a document has been created with a content “I am a Docusign Developer”. Someone changed the content to “I am a Docusign Designer”. We should write the changed content to Salesforce. So that, the source is updated with recent content.