Can the sender and/or recipient redline a contract with DocuSign?

Hello:

I noticed you filed this under CLM which suggests you have the DocuSign CLM license. In that case, DocuSign has an External Review UI that is ready for your need.

You can access the External Review feature in the upper right hand corner of the Document Preivew screen in CLM (when enabled, which it is by default for CLM Users and Admins).

In Workflow, you can leverage this feature using the Send for External Review step or the Review and Send for External Review paired with the Wait for External Review step.

For internal redlines, review changes using the Compare checkbox on the top of the Document Preview screen. You can Edit the document with function buttons again in the upper right corner of the Document Preivew screen in CLM (when enabled, which it is by default for CLM Users and Admins).

To assign users to make edits during workflow, you can use the Edit Document step, (or other steps such as Choice that also allow edits when enabled)

Please note that View and Edit security is required on the folder containing any document a user will Review and Send for External Review (or the manual equivalent) or assign to a user to Edit. (You can use the Send for External Review step to allow View Only users to send a review on behalf of another user.)

All of these features require CLM license and editors need Microsoft Word. Feel free to respond if you have further questions.

Kind Regards,

Kat Harrison

Sr Solution Consultant, DocuSign CLM Certified Consultant

Marshfield Consulting, DocuSign Gold Partner

For Microsoft Word documents, you can also enable the Word feature for Track Changes and that will function independently (and differently) from the Compare feature in CLM.

External Review step is better, and you can send reminders.