DocuSign CLM Build Workflows

DocuSign CLM: Build Workflows
©©DocuSign
DocuSignInc.
Inc.2021.
2021.All
Allrights
rightsreserved.
reserved. 1
Acknowledgements
Lead Technical Course Developer
Kristine Mendenilla
Technical Contributors & Reviewers
Patrick D’Antonio
MaryKay Bailey
Matthew Farler
Kelly Gatling
Christie Marshall © DocuSign Inc. 2021
Rebecca Mckee 221 Main St., Suite 1550
San Francisco, CA 94105
Ciprian Pop
Siobhan Seeger This training content is provided “as is” and all express or implied conditions,
Jason Wiswell representations and warranties, including any implied warranty of
merchantability, fitness for a particular purpose or non-infringement, are
Janet Wilson
disclaimed, except to the extent that such disclaimers are held to be legally
invalid. DocuSign, Inc. shall not be liable for incidental or consequential
damages in connection with the furnishing, performance, or use of this training
content. The information contained herein is subject to change without notice.
No part of the contents of this document may be reproduced or transmitted in

any form or by any means without the written permission of DocuSign
University.
© DocuSign Inc. 2021. All rights reserved. 2

Interacting in a Zoom Virtual Classroom
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Activate Accounts to Log In to
DocuSign and Access CLM

Training Reminder Email
From: DocuSign University <no reply@dsu.docusign.com>
Sent: Monday, May 3, 2021 3:00AM Reminder emails for this course are sent from
To: Joe Smith Joe.Smith@test.com
Subject: Reminder: DocuSign CLM: Build Workflows (Virtual Classroom)
DocuSign University.
DocuSign CLM: Build Workflows (Virtual Classroom) is coming up soon! You can find the course by logging in to DocuSign
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Please take a moment to add the session to your calendar:
DocuSign CLM: Build Workflows (Virtual Classroom)
5/5/2021 7:00am – 5/5/2021 3:00 pm
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Click Activate Upon activation, you are
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To activate your Participant administrator membership, click Activate. Once activated, your membership grants administration
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Access App Switcher through eSignature
1
From the DocuSign Demo home page,
click on the Apps Switcher in the header.
3 The DocuSign CLM application loads.
Select CLM from the list.

Access CLM through Your DocuSign Account
Go to https://account-d.docusign.com/ to log
in to CLM using your DocuSign account.

Access the App Switcher to See Your Applications
Displays the apps your

company has purchased
AND that YOU have access
to.
As a CLM Administrator, you

automatically have access to
eSignature; but not all
App Switcher
eSignature Administrators
have access to CLM.

Course Overview

DocuSign CLM Curriculum
2 Days 3 Days 1 Day 4 Days
DocuSign CLM: DocuSign CLM: Build DocuSign CLM: Integrate DocuSign CLM: Implement
Administration Workflows Workflows with Salesforce Advanced Workflows with
Salesforce
Learn the functionality Build workflows to Configure CLM Document Develop robust workflows
needed to manage a automate CLM processes Generation and Workflows using advanced CLM
CLM account for Salesforce development concepts
Exam Exam

DocuSign CLM Curriculum
2 Days 3 Days 1 Day 4 Days
DocuSign CLM: DocuSign CLM: Build DocuSign CLM: Integrate DocuSign CLM:
Administration Workflows Workflows with Salesforce Implement Advanced
Workflows with Salesforce
Learn the functionality Build automation in CLM Configure CLM Document Develop robust workflows
and steps needed to processes through Generation and Workflows using advanced CLM
administer a CLM workflows. for Salesforce. development concepts.
account and the tools
to automate manual
tasks. − You may be technically oriented but new
to CLM workflow development concepts.
− You may have a technical role such as an
administrator, business analyst or
You Are developer/engineer, or have more of a
Here! functional role such as a business user or
IT/process manager.
− You may be a DocuSign CLM
© DocuSign Inc. 2021. All rights reserved. implementation partner. 17
Course Goal and Learning Objectives
During this course, you will learn how to build a Contract Lifecycle Management (CLM)
solution by analyzing a customer use case, identifying process improvements, and
introducing process automation through document generation and workflow development.
By the end of this course, you will be able to:
− Apply business process modelling techniques.

− Implement DocuSign CLM administration and workflow development concepts.
− Apply best practices to building a workflow.
− Use the Workflow Designer.
− Build and test a workflow.

Presentation Approach
LESSON OVERVIEW
Key concepts, processes, and steps
DEMONSTRATIONS
Show you what to do
ACTIVITIES
You practice independently or alongside an instructor
REVIEW, KNOWLEDGE CHECK, DISCUSSION

What have you learned

Access Course Materials Used in Class
Access the link to the course materials from the course email notification. Download the PDF format of the
slides and the workbook.
DocuSign CLM Build Workflows Activity

Workbook
File Download
DocuSign CLM Build Workflows Activity Workbook.pdf

How to Use Course Materials
Open the workbook and click on bookmark icon to open and close navigation pane.
Click on expand/collapse icon to see Table of Contents and then navigate to activities and exercises

Agenda
Build Configurations to Support Automation Generate Contract and Route for Internal Review Route Contract for Internal/External Review
Through Workflows and Signature
• Intro and Course Overview • Review • Review
• Business Process Guiding Principles and Practices • Use the Workflow Designer • Creating Workflow Reports
• Apply Flow Control Using Engine and Human

• Analyze the Use Case • Start a Workflow
Steps
• Review Installed Files • Using DocuSign CLM and XML • Build Logical Paths and Exception Handling
• Create Attribute Groups • Variables Commonly Used in Workflows • Send a Document for DocuSign eSignature
• Create the Destination Folder for Saved Contracts • Add Steps to the Workflow • Map “Send for Signature” Exception Paths
• Create Term Document • Apply Attributes to the Contract • Update a Signed Date Attribute
• Create Document Generation Form • Using Workflow Task Assignments • Export a Workflow
• Update Document Template • Configure Account Settings for Workflow & Tasks
• Create the Document Generation Configuration • Adding Human Steps to a Workflow

• Create Configuration eForm

What Is CLM and What Does It Mean
to You

The Contract Lifecycle Management Concept
Contract Lifecycle Management (CLM) automates manual processes so
that you can get work done faster.
Create Deliver Implement Archive

What is DocuSign CLM?
DocuSign uses its own techniques and tools to automate.
apply Smart Rules,

Identify manual,
Workflows, and other that automate them to reduce work effort.
repetitive processes and
functionality
Work Effort
DocuSign CLM is the DocuSign Agreement Cloud
Every organization has a system of

agreement for preparing, signing, acting on,
and managing agreements. The problem is
that most are manual and disconnected.
The DocuSign Agreement Cloud helps to
modernize, connect, and automate the entire
agreement process. Most organizations start
with DocuSign eSignature and then extend
the benefits by connecting other parts of the
agreement process. The result is the ability
to do business faster, simpler, greener, and
more cost-effectively.
We call this being more agree-able.

How DocuSign CLM is Used In Industries
Forms SW Architecture
Insurance Claims Capacity Plans
Financial
Invoices Technology Vendor SLAs
Services
Purchase Orders System Blueprints
Requests Test Plans
Agreements
Permits/registrations
Corporate Policies
Taxes
ISO Documentation
Legal Government Social Services Eligibility
M and A Documents
Case Management
Attestations
Memorandums
Physician Engagement Applications
Patient Engagement Resumes
Human
Healthcare Clinical Trials Corporate Policies
Resources
Billing and Collections Employee Handbook
HR Records
Admissions/Enrollment
Higher Student Services Knowledge Market: White Papers / Fact Sheets
Education Alumni Engagement
Research/Grant Management
Business Process Guiding
Principles and Practices

What is a Business Process?
Business process is a sequence of connected tasks where the output of a

given task can serve as input for the next task until the end goal is reached.
Start with a Series of End with business

Business Goal Tasks goal achieved
1 2 3

What is a Business Process?
Business process is a sequence of connected tasks where the output of a

given task can serve as input for the next task until the end goal is reached.
Start with a Series of End with business

Business Goal Tasks goal achieved
Receive Generate/
Internal
Contract Edit
Approval
Request Document
Customer/ Contract Legal Sales

Vendor Team Manager

Business Process Modeling Notation (BPMN)
BPMN is the industry standard notation developed by the BPMN Initiative for
graphical representation of business processes in a business process model.

BPMN vs DocuSign CLM Notation
DocuSign CLM has a custom modelling notation derived from BPMN.
BPMN DocuSign CLM

Flow Events, activities and gateways DocuSign CLM has Start and Finish steps that
Objects represent Events.
Activities Activity or task performed by an actor DocuSign CLM has a number of different Activity
types that focus on system, human, scheduler,
integration, etc.
Gateway A logical decision based on DocuSign CLM’s workflow includes Sequence Flow
conditions or events that control the indicators that connect different steps to each other.
path flow Further, DocuSign CLM can label various sequence
flow arrows to be more specific.
Swim/Pool Business processes span cross DocuSign CLM has Pools and Lanes which function in
Lanes functional boundaries to achieve a similar capacity.
business goal
DocuSign CLM Workflow Derived from BPMN
A workflow model provides a visual
representation of the flow of work and the
automation of tasks in a business area.

Discussion
1. If you were assigned the task to process a contract request, what steps would be
included?
2. What elements and decisions should be included? Should there be multiple end
points?

Discussion
Start
Send for External Review
Receive contract Choose the Choose the Send for

request next step next step Signature
Send for
Signature
No
Generate External Review

Document
Signed?
Yes
Approval No Edit Document Yes

Approved? Edit Document
(Internal)
Finish

Process Modeling Challenges
Examine Existing Process Identify Future State Improve Performance
Examine how a process can be Identify the desired future state Improve business performance
improved without any specific and processes. outcomes and operational agility.
technology. Eliminate any
outdated procedures, logic, and
steps.

What We Are Building in This Course
Business Process Guiding Principles and Practices
Build Configurations to Support Develop a Workflow

Automation
Folders Create a Contract Management Workflow
Configure Document Generation to Kick-off the

Attribute Groups
Workflow
Terms Move Generated Contract to a Customer Folder
Document Templates Apply Attributes to the Contract
Document Generation Load eForm, CSV Data into the Workflow
eForms Route Contract for Review, Approval, and Signature
Build Exception Handling

Knowledge Check
What is a Business Process Model? A Business Process Model is a visual

representation of your processes.
What is BPMN? Business Process Modeling Notation

Analyze the Use Case

Overview of our Use Case
High Tech Company wants to standardize its process of creating contracts and automating approvals.
1 2 3 4 6
Generate Contract and Apply Attributes Route Contract to a High Contract is
store in customer folder Tech Department Approver Signed
Contract
Editor 5
Exception
Send for handling when
External steps fail
Review
Send for
Signature
Update the Contract

Use Case Steps Relate to Workflow Building and Workbook Activities
Create Attribute Groups Create Contract and Move to
Customer Folder
Create the Contracts Folder Apply Attributes to the

Contract
Department Approver
Create Term Document
Reviews and Rejects
Contract
Create the Document

Generation Form Contract Approved by
Department Approver
Update the Document

Template Approver Edits the Contract
or Sends for External Review
Create the Document
Generation Configuration
Send Contract for Legal

Create Configuration eForm Review after External Review

ACTIVITY
Activity Introduction: Analyze the Use Case
In your workbook, read the use case for general understanding.
10
Minutes

Review Installed Files

Review what was Installed
Root Top Level
Admin folder stores configuration files such

merge templates and workflow-specific files.
Training folder contains files specific to

training such as sample contract.

Review Installed Files
Deployment is the process of configuring and installing project components

from one environment to another.
Project components created are put into a package and deployed to a

in one environment different environment.

Demo: Review Installed Files
Activity Preparation

Review Installed Files ACTIVITY
Activity Preparation
1
1. Select the Documents tab.

2. Navigate through the Admin folder and review the
15 subfolders and files.
Minutes
3. Go to the Training folders to view relevant course
2 materials.

Create an Attribute Group

Lesson Overview
During this lesson, you will:
• Analyze the use of Attribute Groups.
• Create an attribute group.
• Try different attribute field types.

CLM Default Attributes for Folders and Files
All folders and documents that exist in CLM automatically get

this metadata by default.
− Filename or folder name − Updated by user − Words on the page

− Type information − Views
− Size − Unique ID − Versions
− Created date − Source − Workflows
− Created by user information − Folder location − Changes
− Updated date

What Attributes (Metadata) are and How They are Used
Attributes are the metadata (data about data) that are attached to folders and files.
Customer Name
Address
Contact
Contract Amount
Start Date
End Date
Sales Contract Contract ID

Use Attributes to Search for Information and Create Reports
Attributes are a powerful way to control information,

organize documents, and speed up work.
Conduct Precise Searches Create Reports for Enhance Data Quality and Drive Automation
Insights to Business Accuracy
Processes
Conduct searches (and save) Values on attribute fields Configure attribute fields to Use attributes as an input or
for files based on attribute such as date ranges and enhance quality and output source in a workflow.
values such as date ranges amounts provide insight on accuracy of data by
or type. user productivity, process restricting exactly how
efficiency, usage volume, information is entered and
and task lists. whether it is required or
optional.

Before Creating Attributes, Plan How You Will Use Them
What attributes are What will be important What information will Will attribute values be
relevant to the type of to find when you want to report? used in workflows?
document? conducting a search?
A sales contract may have A search for documents You may need to report on Think about the attributes
an effective date attribute to based on customer name sales contracts within a you would like to
easily identify when it was may be important to view all specific range of contract automatically apply to a
activated. relevant documents for a amount, within a defined document through a
customer. time period. workflow.

Steps to Create and Use Attributes
Create Attribute Apply Attributes to a View Attributes

Group and Define its Attributes Document
Create a group – container – Attach the attribute group to View attributes to verify
where similar individual a document so that and to complete.
attributes are together. attributes can be added to it.

Create Attribute Groups and Attributes
1

3 Menu
2

Create Attribute Groups and Attributes

Valid values for a Dynamic Drop Down

field type are:
• Presented in a drop down
• Dynamically generated from a specific
object
Attribute Value Source Syntax Example

String Value Text or CSV file stored in file|/parentfolder/folder/filename file|/Admin/Workflow/Contract
DocuSign CLM Management/Configs/Department.txt

Demo: Create the Attribute Groups

ACTIVITY
Create the Attribute Groups
Activity 1
Create the Contracts attribute group. This will be used in Document Generation and workflow
processing.
15
Minutes
Contracts
Attribute
Group

Activity Review
You should now be able to:
• Analyze when and which attributes to use.
• Create an attribute group.
• Try different attribute field types.

Working with Folders

Lesson Overview
• Navigate through a folder structure in CLM.
• Create a new folder.

Finding What You Need on the Folder and Document Grid
Menu View
Settings
Selection Context Menu shows

different options depending
on if folder or document
Follow Best Practices When Creating Folders
Simple Structure Controllable Security Ability to Scale Easy Archiving
Consider how many Align folders to Consider what will Consider if current and
levels you really need. departments and teams happen if you add more archival files will be
for a silo approach that departments or housed together or
makes setting up security processes. separately.
easier.
Legal
Sales
Small Business
Med Business

Demo: Create Destination Folder for Saved
Contracts

ACTIVITY
Create the Destination Folder for Saved Contracts
Activity 2
Create the Sales/Contracts/ folder structure in DocuSign CLM. Generated contracts from CLM are
stored in this folder.
5
Minutes

Activity Review
• Navigate through a folder structure in CLM.
• Create a new folder.

Configure Document Generation

Lesson Overview
• Discover the DocuSign CLM Document Generation process.
• Identify the Document Generation process steps.

What is Document Generation?
Document Generation is a feature that merges bits of information from various sources
into one final unique document.
Date signed and the receiver’s Level of service, the date signed, Customer name and address,
name and signature merged into and the approver’s signature contact information, and contract
standard document. merged into standard document. effective date merged into a
standard document
Non-Disclosure Agreements Master Service Agreement Sales Contracts

Document Generation Process
1 2 3 4 5 6
Create Document Create Term Create Document Alter Document Document Generation Launch
Template Document Generation Form Template Configuration Configuration
Create a Word document Create a form with fields (tags) Create a “configuration”
to serve as a template that pull in information such as that uploads the
that contains stable customer name, address, and document or merges the
standard content and contact. document template with
has reserved places the form.
where information will be
pulled in from other
sources.
Create term documents Add tags to the Word Run configuration and
with common language document that automatically identify where configured
that is merged into the pull in designated terms and unique documents will be
Word document. fields. stored.
Represented with the
extension .sxterm.

Document Generation Process Steps
1 2 3 4 5 6

Lesson Review
• Understand the DocuSign CLM Document Generation process.
• Identify the Document Generation process steps.


Lesson Overview
• Apply best practices on creating and managing the Admin folder.
• Create a clause library in DocuSign CLM.
• Add term documents.

Create a Word Document to Serve as a Template
1
1 2 3 4 5 6
Best practice is to store

Word document
template in a folder
with other templates
2 used in Doc Gen.

Create Terms and Store in a Folder
1
1 2 3 4 5 6
2 4
5
Best practice is to store a term

document in a folder that
contains other term documents.
In this example, the term
documents are stored in the
Clauses folder.
Demo: Create Term Document

ACTIVITY
Activity 3
Create a Clauses subfolder under the Admin folder. Add a term document in the Clauses subfolder.
15
Minutes
Term
Document

Activity Review
• Apply best practices on creating and managing the Admin folder.
• Create a clause library in DocuSign CLM.
• Add term documents.

Create the Document Generation
Form

Lesson Overview
• Create a Document Generation Form.
• Use different field types in the form.
• Add field conditions to determine if field value is merged into the document
template.
• Edit merge tags.

Create the Document Generation Form
1
1 2 3 4 5 6
3 5 6

Allow Merge Tag Editing
1
1 2 3 4 5 6
2
In complicated forms,
merge tags can get very 4
long if they have if-then
statements. You can
shorten tags to make them
user friendly by Enabling
Merge Tag Editing.

What are Merge Tags
Merge Tags are automatically created for Document Generation form fields. These
tags are used to merge the form with the document template.

What is the Purpose of Editing Merge Tags
Edit merge tags to:

• Shorten or reformat tags for easy reference in the XML.
• Make the merge tag concise while being descriptive.
• Allow fields with the same field names but with different
merge tags.
Example:
Field Name: Send for External Review
Updated Merge Tag: External_Review

Demo: Create the Document Generation
Form

ACTIVITY
Create the Document Generation Form
Activity 4
Start the Document Generation process by creating the Contract Document Generation form.
Capture customer and customer information by adding relevant fields. Edit merge tags, as
necessary.
40
Minutes

Activity Review
• Create a Document Generation Form.
• Use different field types in the form.
• Add field conditions to determine if field value is merged into the document
template.
• Edit merge tags.

Update the Document Template

Lesson Overview
• Copy the merge tags from the Contract Document Generation form.
• Paste the copied merge tags into the document template.
• Check-in the updated document template into DocuSign CLM.

Add Tags to Word Document Template
1
1 2 3 4 5 6

Demo: Update the Document Template

ACTIVITY
Update the Document Template
Activity 5
Copy and paste the merge tags from the Contract Document Generation form into Contract
Template.docx. Check in the updated document template into DocuSign CLM.
30
Minutes

Activity Review
• Copy the merge tags from the Contract Document Generation form.
• Paste the copied merge tags into the document template.
• Check-in the updated document template into DocuSign CLM.

Create the Document Generation
Configuration

Lesson Overview
• Create a Document Generation configuration to create a new document.
• Create a Document Generation configuration to upload a document.
• Configure an action menu that opens document generation.
• Test Document Generation.

Use Document Generation Configuration to Merge Data
1
1 2 3 4 5 6
This is a Document Generation

template that allows the user to 5
create a new document or upload
6
one.
Create or Upload a Document to Initialize Workflow
Document Generation can be configured to create a new document or upload a third-party
contract.
Create a New Document Upload a Document
Example: Example:
New Third-party
document contract
with B2 from the
Company customer, A1

Customize Navigation & Actions
Customize views for users based on user personas.
Global Navigation Actions/Help
Add, restrict, or hide tabs in the Global Navigation Alter Actions and Help drop downs to suit user needs and make
header. often-used items quickly accessible.

Customize Global Navigation Actions Menu
1
3
5
2 6
4

Activity 6 Preview: Contract Document Generation
Configuration

Demo: Create the Document Generation
Configuration

ACTIVITY
Create the Document Generation Configuration
Activity 6
Create the Contract Document Generation Configuration to merge data from the Contract form with
the document template, and to use the Contract form to upload document.
30
Minutes

Activity Review
• Create a Document Generation configuration to create a new document.
• Create a Document Generation configuration to upload a document.
• Configure an action menu that opens document generation.
• Test Document Generation.

Create eForm

Lesson Overview
• Create an eForm.
• Configure the eForm for submission.
• Fill out and submit an eForm.

How an eForm is Used in a Workflow
An eForm is a web-based form used to store information.
Submit Information Store Configuration Customize a Workflow Step

Submit basic customer Store configuration needed in a Configure a workflow step by
information that will be used workflow that may not always obtaining its setting from an
in automatically generating a be part of the generated eForm.
contract through a workflow. document. Use a configuration Example: Use an eForm to
eForm to store information and
store email template settings.
load into a workflow.
Example: Use an eForm to store
threshold amount, approvers,
instructions.
Activity 7 Preview: Create Configuration eForm
Create this eForm to store email

template settings.
Data entered in the Subject, Body,

and Approver Instructions fields will
be used in the Contract Management
workflow.

Demo: Create Configuration eForm
Activity 7

ACTIVITY
Create Configuration eForm
Activity 7
Create an eForm to store data such a Body, Subject and Approver Instructions. These will be used
in the email notification sent to the Department Approver to review a document.
20
Minutes

Activity Review
• Create an eForm.
• Configure the eForm for submission.
• Fill out and submit an eForm.

Agenda

Steps


Thank You

Product Trainer, DocuSign University
©©DocuSign
DocuSignInc.
Inc.2020.
2021.All
Allrights
rightsreserved.
reserved. 115
Review

Review
Build Configurations to Support Generate Contract and Route for Route Contract for External
Automation through Workflows Internal Review Review and Signature

Agenda

Steps


How to use the Workflow Designer

Lesson Overview
• Navigate the Workflow Designer.

• Create and publish a workflow.
• Use document XML in a workflow.
• Automatically move generated document to a customer folder.

Using Workflow Tools
1

What is the Workflow Designer?
Use the CLM Workflow Designer to build workflows.
Add and connect

steps to complete
your business
Canvas process in the
middle of the
canvas.

Workflow Information
When opening an existing

workflow, Workflow
Information is displayed –
even if no step is selected
on the canvas.

Step Properties
When a step is
selected from the
canvas, the right
panel shows Step
Properties.

Connectors
Use connectors to connect steps from one to the next

to indicate the output of one as the input to the next.

Save Changes
Save changes

Create a New Version or Publish
Action to create a new version and/or publish

Swim Lanes

Using a Workflow Template
1
2
3

Using a Workflow Template
Workflow templates are standardized templates to quickly build new contract

workflows. Connect templates to automate your contract lifecycle.
Workflow Templates
1. Approval – Route a document for approval
2. Generate Document – Route a request to generate a document
3. Negotiation – Review and send a document for negotiation
4. Routing – Route a document from a single point of contact
5. Signature – Review and send documents for eSignature

Approval Workflow Template
1
1. Select the workflow 2
template by clicking on
Use Template.
2. Enter a name for the

workflow. Select if
Document Generation will
start the workflow. 3
3. Select the task group *

that will approve the
document.
A *Task Group is a work group used to automatically assign workflow tasks.

Approval Workflow Template
4. Add a custom 4
message to
approvers.
4. End the workflow or 5

launch another
workflow.

Best Practice
Workflow Naming Conventions

• Define and consistently use a naming convention for workflows, especially if multiple workflows
will be deployed to the same account.
• Create new versions of workflows in Production when deploying updates to a workflow process.
• Sometimes, using workflow versions in a sandbox account can be helpful when experimenting or
when significant changes are being made if potentially you will need to rollback.

Demo: Guided Practice Using Workflow
Tools and Workflow Designer Canvas

Start a Workflow

Ways to Start a Workflow
Smart Rules eForms Custom Menus/ Actions
Configure a Smart Rule to have an The submission of an eForm may Workflows may be launched from a
action to Start Workflow when event start a workflow. Data from the custom menu item or action.
and conditions are completed. eForm are passed to the workflow.
.
Document
Web Services Agreement Actions
Generation
A workflow may be launched after A workflow may also be started Start a workflow when conditions are
generating a document. through a programmatic call as in satisfied in an agreement rule configured
APIs. in DocuSign eSignature Agreement
Actions.
Smart Rule Types
Document Rule Folder Rule Scheduled Rule
When something – an attribute or other When folders are created or moved, perform When a date occurs, perform an action
characteristic – changes on a document, an action such as set security on a folder or such as send a report, empty the trash,
perform an action such as move it, delete it, automatically create a set of template folders or start a workflow.
or send it. for Salesforce objects.
Three parts Three parts Two parts

Event to trigger the smart rule to execute Event to trigger the smart rule to execute Schedule on when to trigger the rule
Filters that specify what conditions must Filters that specify what conditions must Action to take when the trigger occurs
exist for the Action to occur exist for the Action to occur
Actions that tell what needs to be done Actions that tell what needs to be done

Start a Workflow Using eForms
1

Start a Workflow from Salesforce Using Custom Menus/Actions
Start a workflow from

Actions/Custom Menu
or DocuSign CLM Files
widget in Salesforce

Start a Workflow Using Actions
1

Start a Workflow Through Document Generation
1

Activity Preview: Create a Workflow using a Document
Generation Configuration as Incoming Content

Activity Preview: Update the Document Generation
Configuration to Launch a Workflow

Activity Preview: Create and Publish the Contract
Management Workflow
The Params variable
reflects fields and
data from the
Contract document
generation form.
Each node from

TemplateFieldData
automatically and
accurately captures
the data structure and
values.

Demo: Start a Workflow Using Document
Generation
Activity 8: Exercise 8-1 through Exercise 8-2

ACTIVITY
Start a Workflow Using Document Generation
Activity 8: Exercise 8-1 to Exercise 8-2
Create the new Contract Management workflow, save, then publish. Update the Contract Document
Generation configuration to launch the workflow.
15
Minutes

Using DocuSign CLM and XML

What is a Markup Language?
Markup languages define processing instructions for tag structures and tag definitions
that result in formatted text.
• Descriptive tags describe the data in plain English

• Captures the structure of the data
• Sub-tags can have multiple occurrences
• Only one root element can exist

How DocuSign CLM Uses XML
Documents and folders are represented as XML in DocuSign CLM.
Underlying XML shows attributes (such as Name, ID, Created Date and other) allowing
data from the XML file in workflows to be used and manipulated. This XML starts
workflows and smart rules.

How DocuSign CLM Uses XML in Documents
Documents contain core information and when metadata or attribute group is applied, a
node for that information is included.
Core
Information
Metadata

How DocuSign CLM Uses XML in Folders
XML captures folder information such as Id, Name, Description.
Core
Information

Using XML
1
An XML file is produced when the

contract is generated.

Using XML
View the XML file to understand how the data structure of the
generated document is captured.

Using XML
1 Verify how the generated XML file compares with the Params XML incoming content.
2 XML File
Params

Demo: Use XML in a Workflow
Activity 8: Exercise 8-3

ACTIVITY
Use XML in a Workflow
Generate a contract through an action in CLM, then observe the generated XML.
15
Minutes

Knowledge Check
What type of content can start a workflow? A document generation configuration, A

document, Custom XML, A folder, Workflow will
start without content
What is the difference between saving and Saving the workflow saves any changes made.
publishing. Publishing activates the workflow and makes
changes available to other configurations and
users.
What are the different ways to start a workflow? Smart Rules, eForms, Menu/
Actions, Document Generation, Web Services
How does DocuSign CLM use XML? Each document and folder in DocuSign CLM
has an underlying XML. XML data can then be
used in workflows.

Variables Commonly Used in
Workflows

What are Variables?
A variable is a value that represents information that can change depending on

conditions or on information passed to the workflow.
• Variables store information and are

accessible within any workflow step: capture
user input and workflow output.
• Variable names should be a minimum of

three characters (for example, firstName,
CustomerName). Do not use single
characters such as “X” or “Y”.
• Variable names should be descriptive.

Types of Variables
Incoming Content XML Text Iterator Actor
Represents an item Documents and Store simple Repeats the same Typically represents
(eForm, uploaded/ Folders are information such as task within a a human.
generated document) represented by strings, numbers, workflow.
that triggers the XML. etc. used to
workflow. Has the maintain state in a
default name of workflow.
Params.

Workflow Designer Canvas
Steps Variables
Tabs

What is the Params Variable?
• Params variable is present

in all workflows that start
with content.
• If a document starts a
workflow, the default
document schema is
present.
• Edit the default schema to

include document
elements and attributes or
template field data.

Built-In Variables Save Information
1
System or built-in variables are string

values that save information about your
workflow environment in your system.
Examples are Current Date, Current Time,
Submitted By, Current Step Link

What are Caret Variables?
1
• Viewable in the Workflow Activity page.

• Generated on-demand, during workflow
execution, so only referenceable after the
step where variable would be created has
executed.
• Caret Variables named dynamically based on
Workflow Step Name.
2
• Not defined in Start step.
• Not available in any variable
pickers/dropdowns so will always need to be
typed in.

Creating Variables
1
3 Create variables for the first part of

the Contract Management workflow.
Demo: Create Variables

ACTIVITY
Create Variables
Create variables to store data passed to the workflow. These variables will be used in the first part
of the workflow.
10
Minutes

Activity Preview: Review the Schema of Params
• The Contract Management
workflow was launched
when Contract was
generated.
• The Contract document

generation is the incoming
content that kicked-off the
workflow.
• Review the Params data

structure and values of a
completed workflow.

Activity Preview: Review the Schema of Params
• The data structure and
values entered in the
Contract form were passed to
the Params variable.
• Each node from

TemplateFieldData
automatically and accurately
captures the data structure
and values.

Demo: Review the Schema of Params

ACTIVITY
Review the Schema of Params
Review the Params and verify that data is passed from the Contract form.
10
Minutes

Knowledge Check
What is the purpose of a variable? A variable is used to store data that can then be
used in a workflow.
What are examples of different variable types Actor, Custom XML, Date, Document, Folder,
supported in DocuSign CLM? Iterator, Number, Text

Adding Steps to the Workflow

Types of Workflow Steps
Workflow steps allow you to pick from pre-defined user or system workflow activities and
put them in any order needed.
Automated Document Human Activities Engine Activities Scheduling and

Management Activities Communications
Include actions related to Requires human Allows logical flow and Control timing and
document handling that intervention and appears decision tree of a communication
are normally done by a as workflow tasks in the workflow using variable surrounding workflow
user to create, manage, DocuSign CLM user’s manipulation, loops, such as reminders, alerts,
and work with documents workflow Tasks page. decision rules, and the notifications.
and folders in DocuSign ability to initiate additional
CLM. workflows.

Using Automated Document Management Steps
Folder Manipulation: Create a new folder or use an existing folder.
• Provide a new folder name and indicate the parent folder

• Use an existing folder or not
• Option to add Attribute Groups to the folder
• Option to store folder in a variable
Document Manipulation: Copy or move an existing document to an existing location.
• Move or make a copy of the document

• Choose the destination folder

Use Design Patterns in Workflow Development
A workflow design consists of a repeatable pattern of business activities into processes
that provide services or process information.
Sequential Hub and Spoke Dynamic
Single sequential flow of steps Workflow handled by a central Is a combination of hub and spoke
where each step must be completed "router" hub step and several and provides flexibility to handle
before the next step can start. single "spoke" steps. Central hub expected or unexpected deviations
determines which step the within the workflow. Actors can
workflow should be routed to. change and collaborative decisions
are allowed.

Activity Preview: Create Contract and Move to Customer Folder

Activity Preview: Create Contract and Move to Customer Folder
The Contract created Show Customer Name Move the generated

from DocuSign CLM in the Info column from contract from the
(from the Actions menu), Admin > Workflows > Sales/Contracts/ folder
starts the Contract Activity. to the customer folder.
Management Workflow.
Assign values to variables that Create a new folder

will be used in the next steps. using the customer
Example: Use the Customer name. This will be
Name value to name the
created under
customer folder.
Sales/Contracts/.
Best Practice
Troubleshooting
Always populate the Info column with data that can be used to find a specific workflow in the
Workflow Activity page. Typically, this would include information such as DocId, SFObjectId, UserId,
or Status.

Demo: Add Steps to the Workflow
Activity 8: Exercise 8-6 through 8-9

ACTIVITY
Add Steps to the Workflow
Activity 8: Exercise 8-6 through 8-9
Build the first part of the Contract Management Workflow by adding the steps that will take values
from the Contract form and use them to create the customer folder that will store the contract.
30
Minutes

Test and Review a Workflow
Successfully completed steps are Click on a step to see
displayed in green. A step may be details of the
red when it encounters an error. completed step.
Displays
values
assigned to
declared
variables.

Test and Review a Workflow
Enter a step in the Find steps

search bar to search for the step in
the workflow.

What You Will See If a Test is Successful
1
Customer folder is created Contract is generated and

moved to customer folder
Demo: Test and Review Workflow

ACTIVITY
Test and Review Workflow
Verify that the generated contract is stored in the customer folder.
15
Minutes

Activity Review
• Navigate the Workflow Designer.
• Create and publish a workflow.
• Use document XML in a workflow.
• Automatically move generated document to a customer folder.

Apply Attributes to the Contract

Lesson Overview
• Obtain data values from the incoming content XML then assign them to
workflow variables.
• Automatically assign document attributes through a workflow.
• Obtain data values from a CSV then assign them to workflow variables.

Using Automated Document Management Steps
Assign or update metadata values to a document.
• Select document to be updated

• Select attribute to be configured and value to be
assigned

Activity 9 Preview: Apply Attributes to the Contract

Activity 9 Preview: Apply Attributes to the Contract
Assign values to Apply Manage a CSV file containing approvers and

attribute variables. attributes to signers. Department column will be used as the
the index to identify who will be the approver for the
generated generated contract.
document.

Demo: Apply Attributes to the Contract
Activity 9

1
2 3
Attributes are applied

to the contract.

Department
approver and
Legal signer have
been assigned.


ACTIVITY
Apply Attributes to the Contract and Test
Activity 9
After generating the contract and storing it in DocuSign CLM, automatically apply attributes based
on the values passed from the contract form.
45
Minutes

Activity Review
• Obtain data values from the incoming content XML then assign them to
workflow variables.
• Automatically assign document attributes through a workflow.
• Obtain data values from a CSV then assign them to workflow variables.

Using Workflow Task Assignments

Lesson Overview
• Load the configuration eForm data into the workflow.
• Add human steps to the workflows.
• Test the workflow by rejecting the contract.
• Test the workflow by editing the contract.

Tasks May be Assigned to Humans Known as Actors
Tasks may be assigned to an actor variable that typically represents a human.
An actor can be assigned a task, can initiate a

workflow step, or can determine the next step
within a workflow.
Human actors participate in workflow tasks such

as editing, approving, or selecting documents.

Actor Variables
Several assignments are possible when configuring a human action.
User Group Task Groups Submitted By Managed By Reassign/

Unassign
Individuals User can be Assign a Assign to a Specify another Change

part of a group workflow task to built-in actor user to take ownership of an
one or more variable action on existing
people/groups Submitted By workflow tasks workflow task

Assigning a Human Step
A Human step can be assigned.
User Task Group

A User can either be a CLM User or Group A Task Group is a work group used to
who acts on the assigned document. automatically assign workflow tasks.

Configure Account Settings for
Workflow and Tasks

Lesson Overview
• Navigate to workflow-specific account settings.
• Enable updated task completion and management screens.
• Enable workflow error notifications.
• Purge workflow data.

Configure Account Settings for Workflow and Tasks
1
• Enable updated task

completion and task
2 management page for better
usability.
• Specify a specific user who

receives workflow error
notifications.
• Set the number of days before

CLM purges workflow data.

Configure Account Settings for Workflow and Tasks
Streamline task completion and

management processes by
opting-in.
Navigate to Admin > Account

Management > Account
Settings > Workflow & Tasks
Select:
• Enable task completion
screens
• Enable updated task
management page

Task Completion
Default Task Page Updated Task Page
Attributes
Actions
Attributes can be shown on
Actions such as Edit, the right while reviewing the
Download, Upload, Check document and the task on
In & Out are more the same page.
accessible.
Task
There is immediate
focus on the task at
hand.

Task Management
Default Updated
Filters
Filters panel is replaced by a drop-down menu to Columns
display your tasks, all tasks, or those assigned to
groups or managed team members. Columns are easy to sort
and customize
.
User Interface
Updated and modern

Demo: Guided Practice Configure Account
Settings for Workflow & Tasks

Lesson Review
• Navigate to workflow-specific account settings.
• Enable updated task completion and management screens.
• Enable workflow error notifications.
• Purge workflow data.

Adding Human Steps to a Workflow

What are Human Steps?
Steps that require action from a human appear as a task for the assignee.
Edit Document Approve Document Choice Submitted By
Choose from a list of Choose a user to be part

options of a workflow

Human Steps
Review and approve/reject a document.
• Specify the document to be approved.

• Assign task to a user or task group.
• Option to give instructions, send an email notification, specify a due date, add reminder
Choose a DocuSign CLM user. The chosen user can then be assigned a workflow task.
• Specify how may users can be chosen.

Review and/or edit a document.
• Specify the document to be edited.


Activity 10: Department Approver Reviews and Rejects Contract

Activity 10: Department Approver Reviews and Rejects Contract
Initialize variables that will If Department Approver rejects

contain email subject and contract, choose a Contract
Submit a Task Assignment body from the configuration Editor to route contract for
Email Setting eForm. Subject eForm. update.
and Body field values used in
email notifications.
Route contract to Department Contract Editor will have a task

Approver as obtained from If Department Approver
to edit contract. Once edited,
CSV file for review and approves, end the process for
contract is routed back to
approval. now. The logical path for this
Department Approver.
output will be built in the next
part.
Activity 10: Edit the ConfigEForm Schema
Edit the schema of the ConfigEForm variable to include data from the
submitted Task Assignment Email Settings eForm.

Best Practice
Organized Workflow
• Do not cross lines or have lines that originate or terminate at the same connection point on.
• Do not build workflows that require scrolling both horizontally AND vertically.
• Do include a Finish step workflow to make it easy to identify where the workflow is supposed to
end.
• Design workflows where steps are evenly spaced horizontally and/or vertically.
• Arrange workflow steps into lanes or logical groups.

Best Practice
Workflow is hard to read and maintain. Workflow is easy to read and
navigate.

Demo: Department Approver Reviews and
Rejects Contract
Activity 10

1 3
Act as the
A task is created for
Department Approver
Department
and reject the
Approver to review
contract.
and approve/reject
the contract.
2 4 5 Act as the Contract

An email After
rejecting the Editor and complete
notification is sent the task.
contract,
to Department
choose a
Approver with
subject and body Contract
coming from the Editor.
eForm.


ACTIVITY
Department Approver Reviews and Rejects Contract
Activity 10
After creating and applying attributes to the contract, send contract to High Tech Department Approver for
approval. If contract is rejected, the Approver selects a High Tech Contract Editor to review and edit the
contract. When the Contract Editor completes updates, the contract goes back to the Approver to decide on the
next step.
60
Minutes

Activity Review
• Load the configuration eForm data into the workflow.
• Add human steps to the workflows.
• Test the workflow by rejecting the contract.
• Test the workflow by editing the contract.

Knowledge Check
A Human Step is a workflow step that requires an

What is a Human Step? action from a human. A task is created for the
assignee.
What are examples of Workflow Human Approve, Choice, Edit Document, Choose Users,
steps? Review and Send for Signature/External Review

Agenda

Steps


Thank You

Product Trainer, DocuSign University
©©DocuSign
DocuSignInc.
Inc.2020.
2021.All
Allrights
rightsreserved.
reserved. 229
Review

Review
Build Configurations to Support Generate Contract and Route for Route Contract for External
Automation through Workflows Internal Review Review and Signature

Agenda

Steps


Creating Workflow Reports

Lesson Overview
• Discover the purpose of workflow reports.
• Analyze different types of workflow reports.
• Create and view workflow reports.

What is a Workflow Report?
Workflow reports show how workflows are performing based on
particular data.
• Completion time
• Process failures
• Workflow step duration
• Assignees
• Comments
• Other

Types of Workflow Reports
Workflow Overview Workflow Steps Workflow Summary Workflow Processes

Report Report Report (Beta) Report (Beta)
Look at workflow Identify bottlenecks in Check how well Speed up the process
completion and failure the process by looking workflows perform by by:
by analyzing: at: looking at:
• How long it takes to • Workflow start date • Looking at the total • Analyzing pending
complete a • Who is the step number of times a and delayed
workflow currently assigned workflow is workflows.
• How long an to completed, failed,
executing workflow • Who completed a executing
has been in a step, how long • Identifying most
status or stage commonly
executed stage

Select a Workflow Report Type
1
5
Create a Workflow Report Based on Criteria

Identify Who Can View a Report
10
12
11

Workflow Overview Report Example
Analysis of a sample Workflow Overview Report shows that:
• Document has been in the Approve stage for 21 days 11 hours
• Document has been awaiting action from “High Approver”

Workflow Step Report Example
Analysis of a sample Workflow Step Report shows that:
• A workflow is currently executing in this specific step and currently in the “Choose Business
Reviewer” stage.
• The step started on 4/30/2020 12:55PM and currently assigned to an actor.

Workflow Summary Report (Beta) Example
Analysis of a sample Workflow Summary Report shows that at a given period of time:
• Nine executions of the ACME Contract Management workflow were completed while there are 9
that are still executing.
• It took an average of 9 minutes to complete a process.
• The Legal Review stage is the most common executing stage.

Workflow Processes Report (Beta) Example
Analysis of a sample Workflow Processes Report shows that:
• A workflow has currently been executing for 3 hours 43 minutes.
• The execution is in the “Out for Signature” stage and is currently assigned to the signers.

Demo: Guided Practice Creating Workflow
Reports

Lesson Review
• Choose the type of workflow report you need to create.
• Create a workflow report.
• View workflow reports.

Apply Flow Control Using Engine
and Human Steps

Lesson Review
• Build logical paths through engine and human steps.
• Use engine steps in a workflow to add conditions and decision trees.
• Send a document for external review.

What is Flow Control?
Flow control is a way to provide dynamic control in a workflow so that a process can be
executed based on defined conditions.

Ways to Apply Flow Control
Apply flow control to break up execution with engine and human steps that use
conditions, branching, and loops.
Add Engine Steps to Add Human Steps to

change path based on change the flow on
certain conditions actions done by humans

How Engine Steps are Used to Control Flow
Engine steps allow you to add logical conditions and a decision tree in the workflow.
Decision Rule For Loop Update Variable Update Variable

Value from CSV

Engine Step: Loop
A Loop is a sequence of workflow steps
that is repeated based on the results of Loop Starts
the condition executed.
Loop
Result condition should be True to
execute within the loop.
Condition
False
Loop through data when accessing:
− one or more documents
Rule − document attributes
− template field data
− CSV data True
− custom XML data
An XML iterator variable is used to repeat Execute Loop Loop Ends

Choice the same task based on the condition: Use
in For-Each Loop workflow step.

Engine Step: Rule
A Rule step allows you to add
conditions in a workflow to validate if Loop Starts
the result is true or false.
Loop
Result is binary, true or false, and
there is only one answer.
False
The next step is based on the result of Condition
the rules defined in the process.
Rule
True
Execute Loop Loop Ends

Choice

Human Step Choice
The Choice step breaks the flow of
the workflow by allowing a human to Loop Starts
choose an option.
Loop
Multiple options/outputs can be
defined.
False
Examples of Workflow Human Steps: Condition
Rule • Approve
• Edit Document True
• Choose Users
Choose an
• Review and Send for External
Option
Review/Signature Loop Ends
Choice
A B C

Engine Steps
Store values in variables to be used in the workflow.
• Select the variable to be assigned a value to.

• Specify a value for the variable.
Add a condition and route the workflow based on True or False output.
• Specify the condition to be evaluated.

• Output is True or False.

Human Step
Send document to non-DocuSign CLM user for review and edits.
• Select the document for external review.

• Configure the email to be sent to the reviewer.

Sending the Document for External Review
Use these workflow steps to send a document for external review.
Send for External

Review and Send Wait for External
Review
for External Review Review
Automatically send
A user reviews and Use with Review and
document out for
prepares the Send for External
external review
document before Review step to
sending for external capture response.
review.

Send for External Review Allows Easy Collaboration
An External Review Request Recipient accesses link in Sender receives

Email is sent to external email to review document in email that the
recipient where a link to Preview or by downloading negotiated
document for review is included. it locally. Reviewer edits the document is
Document is automatically document. When finished, uploaded from
locked to prevent editing while recipient uploads updated recipient.
it’s in process. document and provides
comments.

Activity 11: Contract Approved by Department Approver

Activity 11: Contract Approved by Department Approver
Validate if contract should be

sent for external review. Uses
values selected on form: Send
for External Review, Yes or No.
Send contract for external review:
Request comes from Department
Approver and sent to the customer
contact.
End the process if the
contract should not be sent
for external review.
End part 4 when the external review process Use output and comments caret variables of Send for External Review
is completed with or without a document. step. Obtain caret variable values and assign to Output and
StepComments variables. These will be used in the next part of workflow.
Demo: Contract Approved by Department
Approver
Activity 11

1 Contract is sent for external review to

a customer or a non-DocuSign CLM
license holder.
• Act as the customer and complete

2
the external review process with or
without a document.
• The contract is updated.
• Action and comments from external

reviewer are captured in the Output
and StepComments variables.


ACTIVITY
Contract Approved by Department Approver
Activity 11
If the contract is approved by the High Tech Department Approver, check if the contract should be sent for
external review. If yes, send the contract to the customer contact email address.
30
Minutes

Activity Review
• Build logical paths through engine and human steps.
• Use engine steps in a workflow to add conditions and decision trees.
• Send a document for external review.

Build Logical Paths and Exception
Handling

Lesson Overview
• Continue building logical paths based on the outputs of previous steps.
• Build exception paths when a process step is not completed.

Human Step
Review document and choose an action from defined options.
• Select the document for review.

• Assign this task to a user or task group.
• Define options for the next action.

Best Practice
Exception Handling
• Build an error handling process that will accommodate for a failure in the workflow (email
notification, retry loop, assign to an Admin).
• Always have a person getting notified when workflows fail, either in Account Settings or in the
specific workflow itself.

Activity 12 Approver Edits Contract or Sends for External Review

Activity 12 Steps
When option is Edit
Contract, Department
Approver edits
negotiated contract When external review
based on customer’s is completed,
comments. Department Approver
receives email
notification with the
action and comments
When Department from the customer.
Approver completes Approver takes next
updates, re-initialize action based on these
values for Output and options:
StepComments variables • Edit Contract
to capture the action and • Send for External
comments from Review
Department Approver. • Send for Signature
This is used in next step.

Activity 12 Steps
Email notification
with action and
comments sent to
Department
Approver for the
next action.

Activity 12 Steps
When contract updates are

completed, Department Approver
may send contract back to customer
for external review. Choose the
option, Send for External Review.
Start the path when

the Send for
Signature option is
chosen.

Activity 12 Steps
Define logical path when

external review process
fails, expires, or
canceled. Route contract
to Department Approver
for next action.

Demo: Approver Edits the Contract or Sends
for External Review
Activity 12

1 2
1 • Act as Department
Approver and choose
Edit Contract.
• Edit contract and enter

comments.
• Contract is routed back to Department Approver for
the next action.
• Choose the Send for External Review option to

send updated contract to customer.


ACTIVITY
Approver Edits Contract or Sends for External Review
Activity 12
The High Tech Department Approver will review the negotiated contract. They will then have the choice to edit
the contract themself then send it back to the customer for negotiation. Build exception paths when
external review fails, expires, or cancelled.
60
Minutes

Activity Review
• Continue building logical paths based on the outputs of previous steps.
• Build exception paths when a process step is not completed.

Knowledge Check
Human and Engine Steps

What type of Workflow steps can you use to
For example, specific paths should be defined
build logical paths or apply flow into your
based on each option defined in a Choice step, an
workflow?
Engine Step.
What are examples of a Workflow Engine

Rule, Decision, Loop
Step?

Sending a Document for DocuSign
eSignature

Lesson Overview
• Send a document for signature.
• Use an eSignature template and use it in a workflow.
• Complete a document.
• Update document attributes.
• Export the Contract Management workflow.

Automated Document Management Step
Send the document out for electronic signature.
• Select the document to be sent for eSignature.

• Configure the email to be sent to the signer – Sender, Recipient, Subject,
Message.

Sending the Document for eSignature
Use these workflow steps to send a document for eSignature.
Send for Signature Review and Send Wait for Signature

Automatically send for Signature Use with Review and
document out for A user reviews and Send for Signature
eSignature. prepares the step to capture XML
document before output.
sending for
eSignature.

Accessing eSignature
A DocuSign eSignature and/or

DocuSign CLM user will always
have an eSignature account
allowing you to send documents
out for signature from CLM
workflows.

Activity Preview: DocuSign eSignature Custom Fields
• Create document custom fields for Sign Here and Date Signed in DocuSign eSignature.
• Use these custom fields in the DocuSign CLM Document Generation document template to default
signers where to sign, and default signed dates.
DocuSign DocuSign CLM Document Generation Document Template

eSignature
Document
Custom Field

Activity 13: Send Contract for Legal Review after External Review

Activity 13 Steps
Note: Capture XML signature audit
information from DocuSign eSignature.
Audit information such as signer email
address, status, comments, and custom
fields can be accessed and used in
workflow. Use status and comments for task
email notifications.
Configure the Signed Date

attribute field to have the value of
the SignedDate variable initialized
in the previous step.
Send contract to Legal signer.
When signed, contract is sent to
customer for signature as well. Assign Current Date built-
in variable as value for the
SignedDate variable.

Demo: Send Contract for Signature
Activity 13: Exercise 13-1 to 13-8

1. Act as the Department Approver and choose Send for

Signature.
2. The signature request email and signing experience are

branded for High Tech.
3. Act as the Legal signer and sign the contract. You should be
automatically brought to the field where you should sign on
the document. Agreement date is also defaulted.
4. Act as the customer and sign the customer. Signed date is

defaulted and you are also brought to the field where you
should sign.
5. The Description column, where the document is stored,

indicates ‘Signed’.

Act as the approver and customer and
sign the contract.
The signed contract

shows a value for
the Signed Date
attribute field.

Demo: Test the Path When Contract is
Signed

ACTIVITY
Send Contract for Signature
Activity 13: Exercise 13-1 to 13-8
The High Tech Department Approver has the option to send the contract to High Tech Legal and to the
customer for signature. Once signed by Legal, it will be automatically sent to the customer for signature.
Automatically bring the signers to the fields where they should sign and default the signed dates.
45
Minutes

Map “Send for Signature” Exception
Paths

Activity 13: Map “Send for Signature” Exception Paths

Activity 13 Steps
Reinitialize values for Output and StepComments

variables to reflect signature audit information.
These are used in email notification in next step.

Activity 13 Steps
Update values for Output and StepComments variables when signature process fails.
Information will be used when a notification is sent to Department Approver of this output.

Activity 13 Steps
Route contract back to Department
Approver when Send for Signature
fails. Approver will take next action
by choosing one an option in Choice
step.

Demo: Map Send for Signature Exception
Paths
Activity 13: Exercises 13-9 to 13-11

Act as customer
1 and decline to sign
the contract.
3
2 An email notification is
sent to the Department
Approver with this
information and
Act as Department
comments from the
Approver and choose the
customer.
next step.

Demo: Test the Path When Contract is
Rejected

ACTIVITY
Map Send for Signature Exception Paths
Activity 13: Exercises 13-9 through 13-11
The High Tech Department Approver has the option to send the contract to High Tech Legal and
the customer for signature. Build exception paths when the customer rejects or when the signature
process fails.
30
Minutes

Export a Workflow

Activity Preview – Export the Contract Management Workflow
1
Open Contract Management Workflow in 3

Workflow Designer and select Export icon
5
Save the JSON locally.
Demo: Export the Contract Management
Workflow

ACTIVITY
Export the Contract Management Workflow
Open the Contract Management Workflow in the Workflow Designer. Click on Export icon and
select Export JSON. If automatic download is configured in your browser setting, JSON will be
automatically saved in your Downloads folder. Otherwise, go to a folder location and save locally.
10
Minutes

Activity Review
• Send a document for signature.
• Complete a document.
• Update document attributes.
• Export the Contract Management workflow.

Summary

Agenda

Steps


Training and Support
DocuSign University DocuSign Support

Learn more. Build expertise. Find answers. Get help.
https://support.docusign.com/docusignuniversity https://support.docusign.com/contactsupport
DocuSign Knowledge Market DocuSign on YouTube

Download resources. Maximize adoption. Watch how-to tutorials. Do more with DocuSign.
https://support.docusign.com/knowledgemarket https://www.youtube.com/c/docusign/playlists

For Partners
For learning resources, access the DocuSign University - Partner Learning Portal:
https://dsu.docebosaas.com/partners
Continue to work with your DocuSign

Partner Success Team for assistance in
solutions design and configuration
questions.

Community and Developers
Connect and share best practices with other Look up CLM API guides, references, and blog
DocuSign CLM users in the DocuSign posts for DocuSign and Salesforce developers:
Community:
https://developers.docusign.com/docs/clm-api/
https://support.docusign.com/s/

Earn a CLM Specialist Badge
Now that you have completed the live portion of this course, reinforce your new skills and show
your expertise by becoming a Specialist. To learn more, access the Expertise Recognition Program at the
DocuSign Support Center at https://support.docusign.com/articles/credentials.
CLM Specialist Badges
DocuSign CLM Administration Specialist
DocuSign CLM Workflow Specialist
View the Preparation Guide
Sign up for the exam

Feedback
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Survey

Thank You


DocuSign CLM Build Workflows

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Technical Contributors & Reviewers

No part of the contents of this document may be reproduced or transmitted in

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Chat To exit Fullscreen mode, either:

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Please take a moment to add the session to your calendar:

DocuSign CLM: Build Workflows (Virtual Classroom)

5/5/2021 7:00am – 5/5/2021 3:00 pm

Reminders include action items for you to activate

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Turn off Don’t Ask Expect to

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Email to activate DocuSign

Email to activate your DocuSign

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Upon activation, you are

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3 The DocuSign CLM application loads.

Select CLM from the list.

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Displays the apps your

As a CLM Administrator, you

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By the end of this course, you will be able to:

− Apply business process modelling techniques.

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REVIEW, KNOWLEDGE CHECK, DISCUSSION

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DocuSign CLM Build Workflows Activity

DocuSign CLM Build Workflows Activity Workbook.pdf

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• Apply Flow Control Using Engine and Human

• Create the Document Generation Configuration • Adding Human Steps to a Workflow

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Create Deliver Implement Archive

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apply Smart Rules,

Every organization has a system of

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Business process is a sequence of connected tasks where the output of a

Start with a Series of End with business

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Business process is a sequence of connected tasks where the output of a

Start with a Series of End with business

Customer/ Contract Legal Sales

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BPMN DocuSign CLM

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Receive contract Choose the Choose the Send for

Generate External Review

Approval No Edit Document Yes

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