Workflow Automation

Use a Document Generation Template to Start a Workflow
Both Workflows and Document Generation are designed to speed up some of your day-to-day businesses processes. These two tools can work together to reduce the amou...
DocuSign CLM Smart Rules: Common Use Cases
This article presents several use cases to demonstrate how smart rules can be used to automate tasks and processes.
DocuSign CLM Smart Rules: Types
This article lists the types of smart rules you can create in DocuSign CLM.
DocuSign CLM Smart Rule Event Types
An Event is an action used as the trigger to kick off a smart rule.
DocuSign CLM Smart Rules: Actions
Actions define the set of valid operations to be taken by the smart rule.
DocuSign CLM Schedules
A Schedule defines either a specific date and time, or a recurring day and time definition that is stored for use by other DocuSign CLM features such as rules or ...
DocuSign CLM - Workflow Step Descriptions
Workflows consist of connected steps that represent various process activities.
DocuSign CLM Smart Rules
The DocuSign CLM Smart Rules feature provides an easy-to-use interface for automating actions on a folder or document based on events that occur in that folder or...
DocuSign CLM Smart Rules: Filters
Use a filter when defining a Document Smart Rule to limit the scope of documents to which the Smart Rule applies.
DocuSign CLM Smart Rules: Common Use Cases
Smart rules are used to automate tasks that typically require human intervention.
DocuSign CLM Smart Rules: Actions
Actions define the set of valid operations to be taken by the smart rule.
DocuSign CLM Smart Rules: Events
An Event is used when defining a smart rule to determine what will trigger the rule to run
DocuSign CLM Smart Rules Overview
The DocuSign CLM Smart Rules feature provides an easy-to-use interface for automating actions on a folder or document based on events that occur in that folder or...
DocuSign CLM Task Groups
Task Groups are user queues used exclusively for the automated assignment of workflow tasks.