CLM

Folder not mapped to Docusign App Launcher

In a previous data ingestion effort by my former team, we integrated account data from another system into Salesforce. As part of this process, we established a mapping between Salesforce Accounts and DocuSign CLM Accounts using a naming convention that combines the account Name and ID. (not same as salesforce account Id but another field)However, we’ve encountered a problem: although the migrated account folders follow the correct naming convention, they are not being linked to the corresponding existing Salesforce Accounts. Instead, new Salesforce Accounts are being created, resulting in data inconsistency.Expected Behavior:Migrated DocuSign CLM account folders that match the existing naming convention should be mapped to the corresponding Salesforce Account.Actual Behavior:Despite matching names and IDs, new Salesforce Accounts are being created instead of linkin

903

5 months ago

Matheus10Conversation Starter

How to create a Table with a dropdown from a CSV File

Hello everyone,I am trying to create a table that has a dropdown populated from a CSV file. The problem is:When I Add a Column, I have the option Add Field, and I choose Dropdown → Link to CSV Document.Then I edit the document and put the mergetags, I noticed that they where with absote path "//” then changed to relative "./”.With I first tried with absolute path there are templateErros because the node returned more than one node, but with the relative, nothing appears, no error message but no content either.What can I do? How do I use a dropdown populated by a CSV file inside a table?Please help

COA.TeamNewcomer

I have add a new Attribute. I also think I updated my workflow correctly but I am still not able to search the new attribute in DocuSign CLM what am I missing. Please help.

401

JUN12New Voice

How to retrieve document comments in DocuSign CLM (via API or other methods)?

Is there a way to retrieve comments added to documents in Docusign CLM through an API or any other available mechanism?Our goal is to analyze comment data to identify trends, such as “There are many comments pointing out issues related to X.” We understand that comments can be viewed in the UI and downloaded as Word documents with comments included, but since we need to process multiple documents, accessing comment data directly via API or similar methods would be much more efficient.If this is possible, could you please share the relevant approach, API endpoints, or implementation examples?If it is not supported, we would appreciate confirmation of that as well.

390

Jenna SchorerConversation Starter

Is there a way to mass update a single attribute across contracts?

I have several thousand agreements in my CLM. There is a new Attribute I am being asked to track across them all that was not entered when we migrated them into the system. I have the new values for all of the agreements in an excel file. Is there any way to upload a change to enter values to Attributes across many contracts at the same time? It is prohibitive to go into each contract and add this Attribute one at a time. It would take far too long.

27013

RobinDActive Voice

SuppressTableRow to supress a row if field contains value

I am pulling in a date field from salesforce into my MS Word template and need to suppress a table row if Start_Date in the Products table contains 2025. Or it could be constructed as < 1/1/26. Is this possible? How would this expression look? @Oskay Taskin 😁

611

J.FreemanNewcomer

How to append EE ID numbers on folder onto documents within said folder

New to DS CLM 🙂 - We have main folders for each employee that is named with its EEID contained on it. We would like to be able to pull the EEID and prepend it to every document within the subfolders. Can this be done with Smart Rules? Any suggestions are welcomed.Current structure:Facility Folder > Employee Folder (Name - EEID) > Multiple subfolders (named by doc type. ex: I’9, Confidential > Documents that need EEID prepended to name

320

mshealyEstablished Contributor

CLM-how to update user permission

What step would I need to call within the CLM workflow to update a user's permission, specifically to their CLM security?I need to automate this process.

803

JohnSimpActive Voice

How to create a Hyperlink in CLM Doc Gen document

Can anyone provide some example code for inserting a dynamic link into a Doc Gen? Specifically I have a field on my Doc Gen intake where a user enters a URL. That URL then should create a Hyperlink on the generated document. I’ve tried various combination per Docusigns support page but no luck. Here is what I’ve tried so far:<html><head></head><body><a href=”<# <Content Select=”//Link” Optional=”true”/> #>”>Link to Contract Summary</a></body></html><a href=”<# <Content Select="//Link" Optional="true"/> #>”>Link to Contract Summary</a>

952

mshealyEstablished Contributor

esig webform to kick off workflow in CLM

Has anyone used a webform to kick off a CLM workflow? If so how.

31113

Sofia.KaritziNewcomer

CLM Reporting: Repeating attributes are summarized automatically

I am pulling a report and many of the columns I am inserting are repeating attributes. If I have more than one repeating attribute in my report, then CLM reporting summarizes these attributes in the same row. When exporting the report in either csv or xlsx format, the attributes remain combined in the same row. Is there a way to have CLM stop combining repeating attributes? Here is the message from the add column page “We'll summarize the repeating attributes data in the report to make it easier to scan. To see the full details in the report, select only one repeating attribute instead of multiple.” Adding a screenshot from the Docusign report. PS: Under Admin>Account Management>Account Settings>Reports the option “Separate repeating attributes in rows for document report export” is already checked.

340

ChaitanyaNewcomer

API to get folders and access documents in that folder in CLM

Hi, I’m new to DocuSign CLM and need to access account-specific documents (e.g., Account → Contracts → NDAs) within CLM. I want to display these documents in a web UI in a table and am looking for an API that can help achieve this.

350

ServeshDigital Collaborator

Query recipients from Review and Send for Signature step

We have a requirement to send a document using the "Email Document" step to the same recipient used in the "Review and Send for Signature" step. However, we’re unable to retrieve the recipient details during runtime, as the step doesn’t provide any useful output. Additionally, we can't predefine the recipient to use a common variable across both steps.Is there a way to dynamically access the recipient information—perhaps using XPath or a system variable—so it can be reused in the "Email Document" step?

794

Monir.ZamanNew Voice

Store combined document in Salesforce files for a record using DocuSign CLM Workflow.

Hi, I have been working on a workflow where I need to combine 2 documents and then store the combined doc into Salesforce files. Here is the workflow I have been working on.Can anyone help me out to understand which workflow steps store the combined document into Salesforce files?

811

DevarajRNewcomer

Need to create Template in fillable format

Hi Team, I have a requirement that i have a word/pdf form need to send to vendors to fill and sign. Right now i can create template and send to recipient. But every time i need to mark, text, date, checkbox fields in the form and sending. Instead, do we have any option by default to create as template without mapping every time

401

TanyaSestakConversation Starter

CLM - Word online saving versions with each change

Hi - some of my users use the MS Word online option to make edits to a contract and it is creating a new version with each change. I read that in 2022 this was changed to make it only save after two minutes of inactivity. Does anyone know how to add in that option? Is there a better way to handle the MS Word online option? Thanks in advance.

662

sgreerActive Voice

Doc Gen Error: We're sorry, but something is preventing us from saving your work

After creating a document generation form, I am trying to save but am receiving this error message. Has anyone seen that error before and, if so, what was driving the issue?Thanks!

811

JohnSimpActive Voice

Document Generation CSV dropdown too big for system (e.g. Timeout)

I have a process in CLM where a user can choose a previous record (has a lot of project info fields that need to be presented to the user upon selection and ran through workflow) to append a document to. We’ve designed it to use a doc gen form that has a CSV choice dropdown for users to select from. The problem is that the CSV has timeout limitations over 5mb, seems to work slightly higher size (eg. it times out when the file too big). We’ve removed unnecessary columns to help with file size. Inevitability we’ll have too many records and the “time out” will come back. Does anyone have any suggestions for a creative solution to solve for this limitation so it’s never a problem? Thanks.

491

AngePNew Voice

Appending text to document will create too many versions

HelloI have a workflow which updates a csv file which has been working forever. It has just started failing with this message:Action failed with exception, returned: Appending text to document 'Providers.csv' will create too many versions.Does anyone know what this means and how I can fix it please?

642

RufusJNew Voice

How do I receive a recordId in a CLM workflow that I am passing in the Salesforce Flow Action?

I am trying to initiate a CLM Workflow from a Salesforce Flow. I am able to initiate the workflow from Flow, but am unable to figure out how to pass a recordId. I see that the Salesforce Flow Action “Start DocuSign CLM Workflow” which calls DFSLE__CLMWORKFLOWREQUEST expects a Salesforce recordId because it fails when I put a random string of text or a Docusign ID with the message “An Apex error occurred: System.StringException: Invalid id: cxxxxx” and succeeds when I populate the field with a valid SFID.I see that I am initiating a workflow in Docusign CLM as I get a record of the workflow’s execution.But I can not access the recordId in the workflow.I have tried creating variables with all sorts of name to see if they are populated, but none of them work. (recordId, Record_ID, SalesforceID, id, userId, accountId, contactID etc...)Does anyone know how I can access this record id from within SF?ThanksGretchen

1403

JohnSimpActive Voice

How to enable Document Security

I was recently using the Set Security step and noticed there is an option to Set Security on a document. Once I used my Document Variable in the step then ran the workflow it errored out saying, “Security cannot be set on individual documents. Please enable document-level security...” My question is: How do we enable document-level security in the account?

742

sgreerActive Voice

2 Signature Tasks in single CLM Workflow

We have a scenario where our customer has a consultant agreement workflow that triggers a signature for the execution of the contract but then, after the term of the contract expires, there is a subsequent termination signature to close out the arrangement. These are two different documents. It looks like it is conducting the signature for both, but it is not renaming the latter document nor moving it to the same folder as the original. Are there additional steps needed to make sure that happens?Appreciate your insights.

904

HemalathaNew Voice

Is it possible to create email notification to contract manager before it goes to "Aborted status"

a contract status goes to Aborted automatically after 18 months period it is in workflow. Contract manager should be notified when a contract going to be Aborted

310

samuelportesConversation Starter

Move documents to folder based on their attributes

Hi there,I have some documents stored in a folder in CLM. All these documents have an attribute listing the name of the client who signed the document. My CLM already has some folders with the same names, but not all of them. I want to know how I can move all the documents to their corresponding folders (or create a new folder with the client’s name). Thank you!

1727

JoeTayNewcomer

Can I route a “form filler only” recipient, then 2 directors in parallel?

Hi! I need to confirm this configuration is supported: Upload PDF (with AcroForm fields or place DocuSign fields manually) Recipient A (Form Filler) = Needs to Sign, no signature/initial tabs — just text/number/date fields assigned to A. Recipient B (Director 1) = Needs to Sign with signature/date tabs. Recipient C (Director 2) = Needs to Sign with signature/date tabs. Signing order: A = 1, B = 2, C = 2 (so directors receive/sign in any order after A finishes). Auth: Access Code/SMS for A; SMS for B & C. Questions: Will Recipient A be able to complete the ceremony (click Finish) without any signature tab, and will routing then continue to B & C?

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