How to Create a Custom Action Menu in Docusign CLM

If your users waste time searching for repetitive tasks or navigating through complex menus to perform routine document actions, you are not alone.

Custom action menus in Docusign CLM streamline everyday administrative tasks, allowing teams to launch processes on demand with a single click.

What This Feature Does (and Why It Matters)

Custom action menus in Docusign CLM allow administrators to configure tailored buttons directly within the interface. They help teams:

• Accelerate document creation by linking directly to document generation configurations.

• Reduce operational steps by initiating workflows instantly from folder or document views.

• Improve process consistency by routing users to standardized eForms or key external resources.

Example Use Case

Imagine a sales team that frequently needs to generate new non-disclosure agreements (NDAs). Instead of having sales reps locate the correct template across multiple folders or submit manual requests, an admin creates a custom action labeled "Create Agreement". When clicked, it immediately triggers the document generation process, allowing reps to generate accurate agreements in seconds.

How to Configure or Use This Feature

Follow these steps in Docusign CLM to create a custom action menu choice:

1. Navigate to Settings: Go to the Admin tab within your CLM account and select Navigation and Actions.

2. Add Action: Click on Actions Menu and choose New Action.

3. Define Details: Enter an action name (e.g., "Create Agreement"), add a description, and customize the language settings.

4. Specify Action Type: Under What should this action do?, select your desired function:

   • Open Document Generation: Launches document creation using a selected configuration.

   • Start Workflow: Triggers a specific pre-configured workflow.

   • Submit Form: Opens a chosen eForm for data submission.

   • Go to URL: Directs the user to an external or internal URL set by the admin.

5. Save: Save your configurations to make the custom action available to designated users.

Video: Watch a Walk-Through

Here is a short, step-by-step overview showing how to create and configure a custom action menu in Docusign CLM.

Best Practices

• Use clear, action-oriented titles for menu items (e.g., "Create Agreement" or "Submit Intake Form") so users instantly understand what will happen.

• Audit and clean up custom actions periodically to prevent menu clutter and ensure linked URLs or workflows remain up to date.

• Align action menu items with user security permissions to ensure users only see actions they are authorized to execute.

Additional Resources and Learning Opportunities

• CLM Admin Support Guide

• Docusign University: CLM Admin Learning Plan

• If you’d like a live, step-by-step walk-through of tips like this, you can find upcoming interactive sessions and a library of past recordings in the Docusign University Campus Pass Hub.

Join the Conversation

Have you set up custom action menus in your Docusign CLM account? Which actions or workflows have saved your team the most time? Share your experiences or ask questions in the comments below!