Review and Approvals

Complete a Task From the CLM Tasks Section of a Salesforce Page
Learn how to complete a CLM task from the CLM Tasks component.
CLM Files Lightning Component User Guide
CLM Files is the section on your Salesforce records where you store and take action on your CLM documents. There is a new version of the CLM Files component tha...
Complete an External Review from DocuSign CLM
You receive an email from the DocuSign CLM sender when you need to complete an external review task.
Sending a DocuSign CLM Document for External Review
External Review allows you to collaborate with external customers, vendors, and partners to capture feedback and any changes without using email attachments.
Send an Agreement with Negotiate
How-to for using the built-in eSignature feature in DocuSign Apps Launcher to send an agreement through DocuSign Negotiate.
Receiving External Reviews from Negotiate
How-to for completing reviews sent to you by a DocuSign Negotiate user, including making comments, comparing versions, editing sent documents and uploading new ve...
Receiving Internal Approvals from Negotiate
How-to for completing approvals sent to you by a DocuSign Negotiate user, including making comments, comparing versions, editing sent documents and uploading new ...
Negotiate Internal Approval Additional Actions
How-to for performing follow-up actions on documents sent for internal approval, such as completing approvals on behalf of someone else, resending approvals and c...
Negotiate External Review Additional Actions
How-to for performing follow-up actions on documents sent for external review, such as completing reviews on behalf of someone else, resending reviews and canceli...
DocuSign Negotiate for Salesforce User Guide
How to use DocuSign Negotiate for Salesforce to import files to Salesforce, send contracts for internal approval and external review and create share links.