Did you know you can send a document out for signature directly from within Docusign CLM with just a few clicks?
There are multiple ways to accomplish this. You can of course automate this document delivery at any point in your approval process from within your approval workflow with the addition of a workflow step. However, sometimes a CLM user may need to deliver a document for signature manually….without the need for an automated approval process and without going through the envelope creation process from within eSignature.
Watch this short video on Send for Signature using Docusign CLM from our Trainer Tip series with Principal Product Trainer Kelly Gatling to find out how!
Key Take-aways:
- Save time by sending directly from within CLM without navigating into eSignature to deliver your documents for signature..
- Recipients have all of the same functionality available to them for signature as they would if the document were delivered from eSignature.
- Once the document is complete, the document will be added as a new version of the document back in CLM, along with the Certification of Completion, if configured
Additional Resources:
For this topic and more information about capabilities that you or your Admin can enable for your account, please check out our instructor-led, activity driven Deep Dive Courses for Docusign CLM
Docusign CLM Administration
Docusign CLM Build Workflows
We also have live courses on many other topics to bulk up your Docusign knowledge. Many of these are free to take for all users. Check out our live training calendar and register for a course today!
Continue the Conversation
Many customers come to Docusign to help make their approval and signature process more automated and efficient. However, many don’t realize how well integrated CLM and eSignature are and perhaps haven’t yet discovered that they can significantly lessen the number of steps it takes a CLM user to send a document out for signature!
Were you aware of this functionality? Do you have a use case where your CLM users need to send out documents for signature manually?
Let us know below, or feel free to ask any questions about this feature with a comment. We’d love to hear from you.