Generate Documents

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 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.
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.
Create Document Rules to Add Conditional Logic to a Gen Template
How-to for using Document Rules in Gen templates to automatically apply the correct template, based on Salesforce fields. For instance, Gen templates that have ve...
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 Resumable Uploads
An upload from the browser that has not been completed due to size, browser time out, network issue, or other similar can now be resumed exactly where the upload ...
SpringCM Edit: Edit Document
The Edit Document action lets you easily version a document without using the Check-out and Check-in features.
DocuSign CLM and DocuSign Gen Compatibility
This guide shows how to use Gen features and DocuSign Envelope Templates in the CLM interface: Use the CLM Document Generation page on the DocuSign Setup tab ...
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.
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.
Use Document Rules in a Gen Template for Conditional Document Generation
You can use Document Rules in a Gen template to enable conditional document generation. Your Gen templates can then generate different documents when conditions...
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...
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