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Set up on Dashboard showing expired contract on CLM

S
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Hi friends,

 

Is there a way to set up showing on dashboard list all contract that almost expired in CLM? Thanks

Best answer by Pawan Gangwani

Hello @Simon Salman 

Welcome to the DocuSign Community!

It is gonna be simple process.

1. Create one “Document Report”  and apply filter in it as you want to show all the expired contracts.
2. Go to the Dashboard and Add Widget and select “Report”, drag and drop at dashboard.
3. Will get the screen to select the “Report” that you want to show.
4. Click “Save” and you are good to go.

LMK if you have any questions.

Thanks!

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3 replies

Pawan Gangwani
Rising Star
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Hello @Simon Salman 

Welcome to the DocuSign Community!

It is gonna be simple process.

1. Create one “Document Report”  and apply filter in it as you want to show all the expired contracts.
2. Go to the Dashboard and Add Widget and select “Report”, drag and drop at dashboard.
3. Will get the screen to select the “Report” that you want to show.
4. Click “Save” and you are good to go.

LMK if you have any questions.

Thanks!

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S
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  • Simon SalmanNewcomer
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  • July 23, 2024

Thank you so much Pawan, that’s really helpful

Pawan Gangwani
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  • Pawan Gangwani
    Pawan Gangwani
Pawan Gangwani
Rising Star
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OH, Happy to help and appreciate for your response. 🤗

Simon Salman wrote:

Thank you so much Pawan, that’s really helpful

 

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

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