DocuSign CLM - Common DocuSign CLM Edit Issues

If you are using Windows 7 or earlier, we recommend upgrading to the latest version of Internet Explorer. If you already have a modern browser, but are still encountering issues, you can try these other methods, going from simplest to most complicated:

  1. Allow Pop-Ups for DocuSign CLM Edit
  2. Clear Application Data
  3. Replace DocuSign CLM Profile
  4. Reinstall DocuSign CLM Edit

Method 1: Allow Pop-Ups for DocuSign CLM Edit

  1. Go to the upper corner of the browser and see if pop-up blocker settings are preventing Edit from opening.
 blocker
  1. Click the icon for details. Click the radio button for Always allow plugins and click Done.
  2. Refresh the page and attempt to Edit a document. If this doesn’t work, move to Method 2.

Method 2: Clear Application Data

Like your browser, the DocuSign CLM Edit software has its own hidden cache of data that’s collected for your user profile. And just as your browser needs its cache reset occasionally, the DocuSign CLM Edit cache sometimes needs to be cleared out as well.

If an older version of a document is opening in Edit, if you get a pop-up telling you to install the software when you already have the latest version installed, or if saved changes in an open document are not transferring back to the version in DocuSign CLM, you may need to clear the Application Data folder for Edit.

  1. Open File Explorer, click the View tab and check the box for Hiddenitems.
  2. Click the taskbar arrow near the computer clock, right-click the DocuSign CLM Edit icon and select Exit.
  3. Navigate to this location on your computer: C:\Users\yourusername\App Data\Roaming\DocuSign CLM and delete the DocuSign CLM Edit folder. If your computer warns you that it can’t delete the folder, make sure you have successfully exited DocuSign CLM Edit in the previous step.
  4. Reopen the DocuSign CLM Edit application and sign in to DocuSign CLM Edit. The Application Data folder will be rebuilt with fresh settings. Try editing a document again.


Method 3: Replace DocuSign CLM Profile

  1. Show Hidden Files and Folders on your computer (Instructions via Windows Support here).
  2. Click the system tray icon in the lower-right of corner of your screen, right-click the DocuSign CLM Edit icon and select Exit.
  3. Navigate to this path on your computer: C:\Users\yourusername\App Data\Roaming\DocuSign CLM\DocuSign CLM Edit
  4. Delete the DocuSign CLM Edit folder. The folder will be recreated by Edit upon restart.
  5. Reopen the DocuSign CLM Edit and sign in to DocuSign CLM Edit.
  6. Edit a document. If this doesn’t work, move to Method 3.

Method 3: Update and Reinstall DocuSign CLM Edit

Check for DocuSign CLM Edit updates
We recommend you install the most current version of DocuSign CLM Edit. To check if a new version of the DocuSign CLM Edit client exists, perform the following steps.

  1. Click the taskbar arrow near the clock, then right-click on the DocuSign CLM Edit icon.
  2. Select the Preferences option. The DocuSign CLM Edit Options window displays.
  3. Click the Check for Updates hyperlink.
  4. If an update exists, please install it and restart your computer after the update installs.
Reinstall DocuSign CLM Edit
If deleting and rebuilding the Application Data folder didn’t fix the problem, or if your computer never allowed you to delete that folder, you may need to uninstall and reinstall DocuSign CLM Edit.
  1. Exit out of DocuSign CLM Edit.
  2. Uninstall DocuSign CLM Edit by navigating to Start\Control Panel\All Control Panel Items\Programs and Features, selecting DocuSign CLM Edit and click Uninstall.
  3. When prompted to restart your computer, click Yes.
  4. Navigate to this address and reinstall the software, accepting all defaults.
  5. Click Download for Windows.
  6. Click Next.
  7. Check the box for I accept the license agreement and click Next.
  8. Leave the radio button set to Everyone and click Next.
  9. Click Install.
  10. The program will install. Click Finish when prompted.
  11. Select No when asked to restart.
  12. Sign into DocuSign CLM Edit and try editing a document.

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