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Username on document generated by via docgen

  • November 25, 2024
  • 3 replies
  • 35 views

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Hi,

 

In CLM, I’d like to print the name of the user generating a document on the document. Is there any template function to do that?

 

Thanks.

3 replies

Pawan Gangwani
Rising Star
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Hello ​@VI3DS 

Welcome to the DocuSign Community!

There are 2 methods of doing this.

1. you can use “User and group” field type in Doc Gen form and paste the merge tag in Template.

2. You can do it inside the workflow using “XML Merge Document” and then you to use the merge tag 
(<# <Content Select="//Contract_Requester" TrackName="Contract_Requester" Optional="true"/> #>)

Thanks!
 


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  • Author
  • New Voice
  • 4 replies
  • November 29, 2024

Hi ​@Pawan Gangwani,

 

Thanks. However, this still requires user input. I’m looking for a solution that detects the current CLM user and prints on the document

 


Pawan Gangwani
Rising Star
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Yeah, then go with the 2nd solution in which, you can use “submitted by” variable automatically generate by workflow & then use the xml merge document step to print it on template.