Do you ever wonder what workflow stage a contract is in but struggle understanding unless you dig through the folder structure to find the document and check the activity? Or maybe you’ve wanted to keep a closer eye on an agreement in which a recipient has declined to sign or a document that has hit some other workflow milestone. Tracking documents as part of a workflow is done easily by adding them to the My Watchlist widget on a dashboard.

In this video, a Docusign Product Trainer will go over step-by-step how to add documents to the My Watchlist widget on a CLM dashboard so that users can easily understand what the document status is as part of a larger workflow.

Key Take-aways:

• Learn about tracking documents in a workflow
• Review how to add documents to the My Documents widget

Get more related information by accessing the support content below:

• (Support Center) Widgets for Docusign CLM Dashboards 
• (DSU ) Docusign CLM Administration
• (DSU ) Docusign CLM Build Workflows

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