Generate Documents

Gen Word Template Options: Create Button Step
This guide demonstrates the options that you can use in the Upload Documents step of the Gen template creation process. This includes linking a Gen Template to an...
Gen Word Template Options: Use Custom XML in Your Word Template
Learn how to use custom XML to add tables, filter data, group data add conditional logic, and more.
Gen Word Template Options: Upload Documents Step
This guide demonstrates the options that you can use in the Upload Documents step of the Gen template creation process. This includes: adding document rules, se...
Gen Word Template Options: Select Source Step
Learn how to change the data source of a Gen template.
Gen Word Template Options: Add Fields Step
This guide demonstrates the options that you can use in the Add Fields step of the Gen template creation process. This includes: deleting Salesforce data fields...
Create Gen Templates to Automate Your Contract Process
You can create the following types of Gen templates: Word Template Build a Gen template using Microsoft Word. Agreement Cloud Editor Template Build a Gen...
Link a Gen Template to an Envelope Template to Automate Contract Generation and Signing
Learn how to link a DocuSign Gen template to a DocuSign envelope template to simplify your contract process. When users generate a document with Gen and select...
DocuSign CLM for Salesforce User Guide
The DocuSign CLM Files application integrates with your Salesforce org so that you can view and interact with your documents. Users with adequate security permiss...
DocuSign CLM Office Integration Manifest File
Install the Office manifest file provided by DocuSign CLM so you can take advantage of the features offered in the CLM-Word integration.
Edit DocuSign CLM eForms
DocuSign CLM eForms enable you to replace paper processes with Web-based forms.
Install the CLM Office Add-in on a Windows PC
Read these instructions to set up and install the CLM Microsoft Office add-in for a PC.
Edit a Document - DocuSign CLM
The Edit Document action lets you easily version a document without using the check out and check in features.
DocuSign CLM - Change eForm Submission Availability
All eForms need to be enabled using the "Allow Submission" option in DocuSign CLM. Creating an eForm does not automatically ensure that the eForm is ready for sub...
DocuSign CLM - Edit Submitted eForms
eForms replace paper processes with Web-based forms.
DocuSign CLM - Auto Number Attribute
The DocuSign CLM Auto Number Attribute is used to automatically assign a unique identifier to a document in DocuSign CLM, eliminating the need for manual entry, a...
DocuSign CLM: Microsoft Office Integration
DocuSign CLM has a Microsoft Office integration, featuring the clause library add-in and the capability to edit a document using Office 365 online.
DocuSign CLM - Cascading Attributes
DocuSign CLM Cascading attributes are dropdown attribute fields within an attribute group where the valid values presented in the drop down are determined based o...
DocuSign CLM - New Document Preview
The new Document Preview has been made generally available for all Production accounts as of 9/20/2019.
DocuSign CLM: Document Generation Form Field Types
This article describes the fields you can add to a Document Generation form.
DocuSign CLM - XPath Expressions
An XPath expression is used to dynamically generate folder structure and metadata versus hard coding.
DocuSign CLM - Split PDF
The Split feature, located in the Documents workspace, enables you to divide one PDF into multiple PDFs without altering the original PDF.
DocuSign CLM Merge as PDF
The Merge as PDF feature, located in the Documents workspace, lets you to merge two or more PDFs into one document.
DocuSign CLM - Auto-Save and Recover for Forms
DocuSign CLM auto-saves Document Generation forms every 60 seconds so you can return to in-progress changes later.
DocuSign CLM Document Generation: Word Template Merge Tags
The XML merge tag syntax is supported by the DocuSign CLM merge engine and DocuSign CLM Document Generation.
DocuSign CLM - Dropdown Attributes and Multiselect Attribute Fields
Document Generation forms have the option to include a DocuSign CLM Multiselect Attribute Field that you can link to a dropdown attribute.
DocuSign CLM Document Generation Form Field Types
Form fields allow admins to configure CLM document generation forms. Form fields capture data in document templates and allow your users to generate contracts and...
DocuSign CLM Document Generation
Document Generation is the primary tool for generating new documents or uploading existing documents to launch new workflows.
DocuSign CLM Document Generation
Document Generation is the primary tool for generating new documents or uploading existing documents to launch workflows.
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