Generate Documents

DocuSign Edit User Guide
The DocuSign Edit application simplifies the process of editing and creating versions of a document.
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 Document Generation
Document Generation is the primary tool for generating new documents or uploading existing documents to launch new workflows.
DocuSign CLM External Review and Document Comparison
External Review allows you to collaborate with external customers, vendors, and partners to capture feedback and any changes without using email attachments.
DocuSign CLM Document Generation
Document Generation is the primary tool for generating new documents or uploading existing documents to launch workflows.
Create a Gen Template with Agreement Cloud Editor
How-to for creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface, using the Agreement Cloud Editor tool.
Gen Template Advanced Options: Agreement Cloud Editor
How-to for using advanced tools when creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface, using the Agreement Cloud Editor tool.
Gen Word Template XML Cheat Sheet
How-to for using XPath and other tricks to customize Word-based DocuSign Gen templates.
DocuSign CLM Document Attributes
A DocuSign CLM attribute group contains a set of attributes (or metadata) that are applied to DocuSign CLM documents. These are values that administrators create ...
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: Word Template Merge Tags
The XML merge tag syntax is supported by the DocuSign CLM merge engine and DocuSign CLM Document Generation.
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.
Email DocuSign CLM Documents
You can attach documents in DocuSign CLM to emails that are sent using DocuSign CLM's email system.
Edit a DocuSign CLM Document
The Edit Document action lets you easily version a document without using the Check-out and Check-in features.
DocuSign CLM - Dynamic Attribute Dropdowns
DocuSign CLM Dynamic Attribute Dropdowns are dropdown attribute fields within an attribute group where the valid values presented in the drop down are dynamically...
DocuSign CLM - Create and Manage Attribute Groups
A DocuSign CLM attribute group contains a set of attributes (or metadata) that are applied to DocuSign CLM documents. These are values that administrators create ...
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 - 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 - Add Attributes to Documents
Your DocuSign CLM Super Administrator may have created one or more Attribute Groups which can be used to apply attributes to documents. By applying attributes to ...
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 - Edit Submitted eForms
eForms replace paper processes with Web-based forms.
Edit DocuSign CLM eForms
DocuSign CLM eForms enable you to replace paper processes with Web-based forms.
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 - 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 - XPath Expressions
An XPath expression is used to dynamically generate folder structure and metadata versus hard coding.
Document Annotation Using DocuSign CLM Pinpoints
The Document Annotation feature, also known as pinpoints, enables users to add comments to documents without changing the content of the document itself.
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