CLM

I start a workflow using a POST request to /v2/{accountId}/workflows in an eform. I need to redirect the user to the task that was assigned to the user from the workflow. How can I achieve this?

Hi everyone,Is there any possibility to export dashboards to another environment in DocuSign?I know that reports can be exported, but I would like to understand if the same is possible for dashboards as well.Thanks in advance!

Hi all,I have a workflow that calls an intake form to upload a document. When a user with CLM User permission tries to upload a document an error occurred (see screenshot below). I also added the user under the Folder Security and assigned the following: “View & Create” or “View & Edit” or “View, Edit & Delete” or “View, Edit, Delete & Set Access” but to no avail. Am I missing some settings?As CLM Admin, I can upload a document without an issue. Thank you in advance. 

Is it possible to manage CLM Users via API, like setting user PERSONA and the MANAGED BY field?

Hello we are having some instances where we send a document for external review and the client will download and replace with a different copy. Is there a way to block the ability to do so? we’d like the client to accept/decline/comment on the review but never replace the document for compliance reasons. Is there an easy way to do so? thanks!

Hi everyone,We want to use multiple language versions in our contract templates, and the system should automatically send the correct language template to the customer based on their region/country.Can someone guide me on the best way to set up and manage multiple languages in contract templates?Any best practices or configuration steps would be really helpful.Thanks in advance!

I have had an extreme amount of agreements where the Task errored out.  The contract is not in any end date (Fully Signed, Cancelled, etc.), but there is no longer a Task assigned.  I need to find a list of all of these agreements so that I can go in and manually clean them. I have a report that pulls up any agreement that does not have an end state status, but can’t figure out how to remove those that still have Tasks assigned (these are easy to find and we won’t need them on the list).  Does anyone know how to do that?  I need it to find contracts with no Task, but one of several Attributes.

our client wants to use a Signing Group and  restrict editing of the recipient email address in Review and Send for signature  Workflow step. Is this feasible to do within CLM without using the e-signature envelope template?

Subject: Clarification on Template Expiry and Reminder Changes Affecting Existing EnvelopesHello DocuSign Support Team,I have a question regarding the behavior of template settings in DocuSign.Currently, we are using a DocuSign envelope template with the following configuration: Expiration: 60 days Automatic reminders: every 3 days Some envelopes have already been sent using this template.If we update the template settings to the following: Expiration: 30 days Automatic reminders: every 5 days I would like to confirm how this change affects the envelopes that were already sent before updating the template.Specifically, I would like clarification on the following: Will the previously sent envelopes still retain the original expiration (60 days) and reminder frequency (3 days)? Or will the updated templ

I need guidance on creating a workflow where the 1st and 2nd reviewers complete their reviews and the document goes back to the 1st reviewer for signature.  Thank you.

Is it possible to create attribute groups, along with their respective fields and types, in CLM using a CSV file or any other import method?

Hello DocuSign Community,I am reaching out to get clarity and support on an issue we have been facing with the CLM API endpoint /v2/{accountId}/parties. Despite being an account admin, this API end point is inaccessible on our account. It is critical for our workflows, yet enabling access has been taking a week despite multiple attempts to engage customer support.Has anyone else experienced delays in enabling this API end point for their account? Is there something we can do as account admins to expedite the process on our end? I would greatly appreciate any insights or advice from the community, and I hope DocuSign customer support can address this concern promptly.Thank you!Looking forward to hearing from others who might have a solution or shared experience.

Hello! I’d like to know if it’s possible to set a maximum number of rows in a table added to a CLM Form and how this could be done. Thanks!

Dear Community, I am working with docusign CLM template, here my logic. I am trying to display product name from Salesforce and the product quantity  example: Test Product (2)  <# <TableRow Select=”./GroupItems/Care_Plus_Products” /> #><# <Content Select=”./Care_Plus_Product_Name” /> #> <#<Conditional Test="number(./ICP_Quantity)>1” /> #>(<#<Content Select=”./ICP_Quantity” /> #>)<#<EndConditional/> #>  The issue is the the final document displaying the logic after the product name instead  of Number of Quantity.Test product <#  <Conditional Test="number(./ICP_Quantity)>1” /> #>(<#  <Content Select=”./ICP_Quantity” /> #>)<#  <EndConditional/> #> instead of  Test Product (2)  Would you be able to spot the mistake and advise how to correct? Thank youKasia

When an agreement is sent to all users in a group, it may receive actions (review, edit, comment, approval) from one or more users. If another user opens the same agreement later, the system should display a popup notification indicating that the agreement has already been actioned, e.g., “This agreement has already been actioned. You may close this window.” This would prevent redundant work, confusion, and duplicate actions. The notification should apply to any prior action, not just approvals, and be visible to all users opening the agreement after an action has been taken. Implementing this would improve workflow clarity and efficiency for group-assigned agreements.

Hi everyone, I have a question about recipient configuration using expressions in the CLM step Review and Send for Signature. In the recipient expression field, returning multiple emails separarted by a delimiter works fine, for example:  “john@email.com|mary@email.com” The system correctly creates multiple recipients. However, when I try to do something similar in the Name expression builder, it seems to accept only a single value. If I return a list or try to iterate (foreach), only one name is resolved, the result is: Recipient Name: John|MaryRecipient Email: john@email.com Recipient Name 2: John|MaryRecipient Email 2: mary@email.com Is the Name field designed to accept only a single string, even when the recipient field res

Hi all,I’m able to successfully initiate a DocLauncher task via the API using the following request:POST {{baseUrl}}/v2/{{accountId}}/doclaunchertasksBody: { "DocLauncherConfiguration": { "Href": "https://apiuatna11.springcm.com/v2/.../doclauncherconfigurations/c19edc..." }, "Datatype": "xml", "Data": "<dd><num>1234</num></dd>" }I use the ResultUrl from the response to launch the configuration in ui mode and fill some additional details apart from the dd field. I’ve created a form with a textbox with mergetag dd along with some additional fields to be filled by the user.The form launches and but the initial data that I passed is not visible on the form ui. However, after the workflow launches after the document generation. Here are the observed params:<TemplateFieldData ...> <transactions>456</transactions> <transactions_unformatted&gt

When editing a document generated in CLM with tables and conditions, a specific table row content is deleted using MS 365 online editor. By doing that, the formatting of other three different table rows break (different table).The weird thing is that it only happens using MS 365 online. When we use download and edit in desktop word app, the formatting is correct.It is not the first time I see formatting issues with MS365 online in CLM. Another case I saw a few months ago was that the formatting and spacing of a template changed completely if we open using MS365 or in Word Desktop app.Anyone know the root cause and how to fix?

Hi all,I have created a workflow to upload a document and assign a Task to the submitter. How can I setup a daily email reminder until the submitter uploaded the document? Thank you. 

I have a rename document step in each of my workflows but it looks like the report is only capturing the template file name, not the new name.  Is there a different setting I need to apply to get that new name to generate on the report?No filter in the current report, just pulling everything from the NDA folder.  It pulls in 17 records but many of the document names are the same.  Thanks for any assistance!

2025 12 16 Calling a Docusign CLM Workflow from within a Salesforce Screenflow2025 10 21 Docusign CLM Chrome AI Prompt API using XML prompt syntax2025 09 12 Docusign CLM and Chrome AI APIs Discussion and Demo2025 05 15 Vibe Coding a Docusign CLM eForm Part 22025 05 14 Vibe Coding a Docusign CLM eForm

Hi, everyone!I have a scenario where the data collected in an initial form needs to be used to pre-populate the same table field in a new step using “Create or Upload Doc”.When the data being transferred is a table that contains multiple rows, only the data from the last row is successfully carried over and displayed in the corresponding table field. All other preceding rows are lost during the transfer even though it’s there in the input XML variable:<Witness_Container> <Witness displayName="" displayValue=""> <Name>John</Name> <Email>john@email.com</Email> <Marital_Status key="Single">Single</Marital_Status> </Witness> <Witness displayName="" displayValue=""> <Name>Mary</Name> <Email>mary@email.com</Email> <Marital_Status key="Single">Single</Marital_Status> </Witness>

Hello, I am currently stuck on a DocuSign CLM workflow solution as a new-er developer. Ultimately I have another system that is sending an API call to CLM to try to move a document to another folder. From what I understand, and from what DocuSign support confirmed with me, is that the CLM API doesn’t have an endpoint that allows you to move documents. So, my next best idea is to use the API to activate a CLM workflow whose only purpose is to move a document to the folder I want it to go to.I can confirm that I am able to start the workflow, as well as see the variable of the document ID that I had passed in with it, however I can’t seem to correctly use the Find Document step(s) to actually find the document using its ID. I have tried the Find Document step, however it doesn’t accept a variable of just the doc ID, it needs a document variable type or path (which honestly doesn’t make much sense to me… If I had a variable of the document or it’s exact path, why would I need to

When users go into the document to edit , the compare previous version option at the top of form is always on the document spins through the compare previous version cycle prior to them having the ability to edit..Is there a way to shut this option off?