In order to streamline your document workflows in CLM, it is recommended to use Docusign Task Groups which are work groups used exclusively to automate workflow task assignments. For example, when you want a legal team to review and approve a newly generated agreement before it is sent out  to a  customer for redlining.

Take a look at this Trainer Tip video in which Product Trainer Erik Engelstad shows you how to create and use CLM Task Groups in Docusign CLM. 

Key Take-aways:

• Task Groups are work groups used exclusively to automate workflow task assignments.
• Task Group settings are easily configurable by system admins and do not require accessing a workflow to change auto-assign patterns or Task Group member permissions.
• It is beneficial to assign an entire group to a Task Group and manage permissions for the entire group to allow Admins to only have to manage the users in the Group

Additional Resources:

For further information about CLM Task Groups, check out the following article:

https://support.docusign.com/s/document-item?language=en_US&bundleId=yks1643320936212&topicId=cef1677277656287.html&_LANG=enus

We also have instructor-led courses on many other topics. Please visit our live training calendar and register for a course today !

Continue the Conversation:

How have you or your team used CLM Task Groups ? We’d love to hear from you. Please also feel free to ask any questions in the comments.