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Need to keep track of an important date related to a contract? With CLM document reminders you can set up a reminder alert to be sent based on a date of your choosing.
Reminders can be scheduled manually, based off when a reminder template is applied, or based off a document date attribute. Reminders can be applied to documents manually, through a workflow, or through a smart rule action.
In this video, you’ll watch a Docusign University Trainer explain how CLM document reminders can be created and applied to documents.
Additional Resources:
Video Playlist: Docusign CLM Workflows
CLM Instructor Led Training
Set Reminders for Documents Using Document Review in Docusign CLM Support Article
Continue the Conversation:
Have you created CLM document reminders? If so, how are you applying them to your documents?
