Back to Docusign.com
Is there a way to toggle deadline in external review task for the external party? Currently i just see reminders. It is the waiting on external review step.
This is CLM
Solved
External Review Task Deadline CLM
+11- Digital Collaborator
- 205 replies
Best answer by Shubham Patel
Hey Justin,
Once the document is out for external review and your wait for review step is kicked off, you don’t have an option to alter the due date for that review link. This is because the step generated a universal accessible link which needs definite active period.
Suggestion: Capture the details of the reviewer and all of the email contents and create a loop after the wait for review step. This loop is connected to the wait step using “Expired” link and in the loop, use review and send for external review step which will use the details captured earlier. Still the user needs to click on send button for the new task but eliminates manual entries.
+13- Rising Star
- 401 replies
Hello
I wanted to ask which step you are using in workflow. if you are using the “review and send for external review” then you can set the due date and the expiration date for the task.
and if the document is with the external party and you want to notify them again and send them again for external review.
Thanks! LMK if you need further assistance.
+11- Digital Collaborator
- 205 replies
I am looking for the workflow CLM solution, not this, Thanks
+1- New Voice
- 2 replies
- Answer
Hey Justin,
Once the document is out for external review and your wait for review step is kicked off, you don’t have an option to alter the due date for that review link. This is because the step generated a universal accessible link which needs definite active period.
Suggestion: Capture the details of the reviewer and all of the email contents and create a loop after the wait for review step. This loop is connected to the wait step using “Expired” link and in the loop, use review and send for external review step which will use the details captured earlier. Still the user needs to click on send button for the new task but eliminates manual entries.
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationJoin the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Docusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.