Learn the Basics

DocuSign CLM - Find your version
How to tell which version of DocuSign CLM you're using.
DocuSign Apps Launcher FAQ
How-to for creating new DocuSign Gen templates in the DocuSign Apps Launcher admin interface.
DocuSign CLM Implementation Best Practices Guide
Getting Started With DocuSign CLM - Implementation Best Practices Guide
DocuSign Gen for Salesforce Admin Guide (PDF)
This guide shows you how to install and set up DocuSign Gen for Salesforce.
Activate Your Negotiate or Gen Account
How-to for activating a Gen or Negotiate account created for you by a DocuSign admin.
Import and Edit DocuSign Files
How-to for adding and editing content in the DocuSign Files section of your Salesforce record pages.
Accessing DocuSign Apps Launcher Features
How-to for accessing DocuSign Apps Launcher apps and features.
DocuSign CLM - Reassigning Orphaned Workflow Tasks
Orphaned Tasks is a queue in the DocuSign CLM Tasks page displaying workflow tasks that were assigned to a user who no longer exists.
DocuSign CLM - Remove Public Share Access from a Folder or File
Creating a public share link for a document or folder allows non-DocuSign CLM users to view content from your account.
DocuSign CLM - How to test a Scheduled Rule
In DocuSign CLM, if you are building a scheduled rule, there is a method for testing to make sure that it will run as expected.
DocuSign CLM - Reassigning Workflow Tasks
Reassign workflow tasks for employees who were on vacation/leave
DocuSign CLM - Allowing Security Access for DocuSign CLM Edit or Business Sync Folders on a PC
The DocuSign CLM Business Sync and DocuSign CLM Edit apps are tools that are used to sync DocuSign CLM content between your computer and the online account.
DocuSign CLM - Stopping In Progress Workflows and Tasks
You can pause or abort DocuSign CLM workflows if you need to cancel a task.
DocuSign CLM - Common DocuSign CLM Edit Issues
The following article can be used as a general troubleshooting guide for DocuSign CLM Edit installed on the Windows operating system.
DocuSign Gen for Salesforce User Guide
Guide for activating your Gen user and creating contracts with a Gen custom button.
Overview for Users - DocuSign Gen for Salesforce
Starting point for DocuSign Gen users.
Activate User Account - DocuSign Gen for Salesforce
Steps to activate your DocuSign Gen for Salesforce user account.
DocuSign Gen for Salesforce User Guide (PDF)
DocuSign Gen for Salesforce lets you generate one or more documents in Salesforce with one click using template configurations that have been set up by your Gen a...
Overview for Admins - DocuSign Gen for Salesforce
Starting point for DocuSign Gen administrators.
SpringCM File It - Upgrading to v4.90
The following steps must be completed for both Salesforce Classic and Salesforce Lightning versions if you install or upgrade to the FileIt 4.90 package.