Did you know that there is a Docusign Support article that outlines ALL the CLM workflow steps? 

This article contains a list of all the CLM workflow steps. There are several different types of workflow steps:

• Automated Document Management Steps - Allow you to automate steps on a document that would otherwise need to be done manually.
• Human Steps - Require human intervention in a workflow.
• Engine Steps - Allow you to construct your workflow’s logical flow and decision tree.
• Integration Steps - Allow you to leverage an integration within your workflow.
• Scheduling and Communication Steps - Allow you to schedule and send communications from your workflow.

Don’t have time to build a whole workflow from scratch? Check out one of our pre-built workflow templates. You can edit and build on these workflow templates, they are not set in stone! Workflows can even be connected to one another through the “Workflow” workflow step.

Remember, if you need help or support with CLM workflows, you can leverage the following:

1. Docusign University - We have a TON of training regarding CLM and CLM Workflows!
2. Docusign Support  - You can browse our extensive list of support articles or contact our Support Team via a case. Simply click “Log In” in the top right corner to begin.
3. Contact your Docusign Account Team - Your Account Team can assist you with more account specific and/or strategic support.

Additional Resources

• Video Playlist Docusign CLM Workflows
• CLM Administration Self Paced Learning Plan
• CLM Advanced Administration Self Paced Learning Plan
• Build Advanced Docusign CLM Workflows Self Paced Training

Continue the Conversation

What CLM workflow steps have you utilized to enhance your workflow designs?