In this recent Trainer Tips Live session, Kelly Gatling, Principal Product Trainer at Docusign University, explored how to effectively manage electronic signatures using Docusign CLM. Below, you’ll find key learnings from the event and the full recording.

Key Takeaways:

• Streamlining the signature process: Initiate the document signature process directly from the agreements page or within CLM, preparing the document, adding recipients, and customizing email content before sending.

• Automating signature workflows: Configure CLM workflows to automatically send documents for signature based on predefined criteria, minimizing manual steps and ensuring consistency.

• Managing declines: Access the document’s history, view the audit trail, and take corrective actions when a recipient declines to sign.

• Reporting on document statuses: Capture attribute values (metadata) in CLM to report on documents that go directly for signature versus those that go through a review process, identifying workflow efficiencies and potential bottlenecks.

Next Steps:

✅ Watch the full recording below.

✅ Have questions? Drop them in the comments below.

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