Need to send a document(s) out for negotiation? Docusign CLM’s external review feature can help. With external review, you can send documents to external recipients (customers, prospects, etc.) to review, edit, and add comments. The document changes will be brought back into CLM and applied as a new version of the document. CLM users can then review the changes and compare to previous versions.

In this video, a Docusign Product Trainer will walk through the process of manually sending a document from CLM out for external review. You’ll observe the sending process as well as the perspective of the reviewer. You’ll see how the reviewed document returns back to CLM as a new version and how the history of changes can be tracked.

Additional Resources:

-CLM End User Training

-CLM Administration

-External Review in CLM

-CLM Administration Deep Dive Course

-CLM Build Workflows Deep Dive Course

Continue the Conversation:

Will you be sending your CLM documents out for external review? If so, do you plan on using the manual method or will you be sending through a workflow?