Ready to get your agreements in Docusign CLM signed by the necessary recipients? Using Docusign CLM, you can send a document out for electronic signature. Documents can be sent for signature manually or automatically via a CLM workflow.

In this video, a Docusign Product Trainer will walk through the process of sending a document from CLM out for signature. You’ll observe each of the steps, adding recipients, customizing messaging, and dragging/dropping fields onto the document. You’ll also observe the signing experience from the recipient’s perspective and how the document returns in Docusign CLM once signed.

Click here to watch the video!

Additional Resources:

• Docusign University
• Docusign University Course Catalog
• Docusign CLM Administration Learning Plan
• Docusign CLM Administration Training

Continue the Conversation

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