DocuSign CLM - Connecting to eSignature

Sending a contract or any other type of document for electronic signature couldn't be easier using DocuSign CLM.
Before you begin, you will need to find your version of the CLM product:
  • You have CLM if you access the product through https://account.docusign.com. CLM has a built-in link to your eSignature account, so you may begin sending documents for signature right away!
  • You have CLM.CM if you access the product through https://login.springcm.com. Your CLM.CM account will need to be manually connected to eSignature before you can send documents for signature.

Considerations for making the connection to eSignature

There are a few important considerations for making the connection between CLM.CM and eSignature. 
  • Your eSignature account plan must be Business Pro edition or higher to leverage the integration with CLM.CM.
  • Your eSignature account must support Freeform Signing or Document Custom Fields* in order to make the connection. (* See Connecting to a 21 CFR Part 11 Account for additional details.)
  • You must be a Super Administrator user in CLM.CM to access the Electronic Signature settings in CLM Admin.
  • You must have DS Admin permissions in eSignature to enable the integration in CLM.CM, and you must be able to log into your eSignature account with a username and password.
    Note: If your account requires Single Sign On you will need to modify your user login policy to bypass this requirement. Learn more here: Setting User Login Policy

Making the connection to eSignature

  1. Log into CLM.CM with your Super Administrator credentials.
  2. Click the Admin link in the navigation header.
  3. Click the Electronic Signature link under Integrations. The Electronic Signature Preferences screen displays.
  4. Select I am a DocuSign Customer in the Electronic Signature Type field.
    I am a DocuSign customer
  5. Click Continue.
  6. Under Preferences & Security, select the appropriate eSignature environment (e.g. Prod, Demo) in the Endpoint drop-down menu.
  7. Enter your eSignature Admin email address in the Designated Sender field. Note: this email address must match the email address that is associated with your Super Administrator user in CLM.CM.
  8. Enter your eSignature account password in the Designated Sender Password field.
  9. Optional: select checkboxes to enable optional settings for the integration.
    eSignatureOptions.png
  10. Select an option under Users allowed to take actions on signature transactions. By default, this is enabled for the Sender and Super Administrators only.
    image
    Note: "Any user with security privileges" is limited to users with whom the Sender shares their envelopes. See Envelope Sharing Between Account Users for instructions on configuring sharing between your users.
  11. Click Save. A green banner will appear informing you that the connection was successfully made.
     

Connecting to a 21 CFR Part 11 Account

If your eSignature account is enabled with the option 21 CFR Part 11 module you will need to create a Document Custom Field to allow the test envelope to be sent.

To create the document custom field

  1. In DocuSign eSignature Admin, click Document Custom Fields.
  2. Click ADD FIELD.
  3. Enter a Name for the custom field. (Ex: "Connect to CLM.CM")
  4. Set the following properties for the field:
    • For Type select "Sign Here"
    • Select Shared to share the field with all users.
    • In the AutoPlace Text field, enter *SignerNumber{r}
  5. Click Save.
Once the custom field has been created you may make the connection as normal.