Docusign Clm Build Workflows Pdf Business Process Computer File This video describes how to create reports using attributes in docusign clm. In this video, learn how to create and view document and workflow reports using attributes. refine reports by selecting specific attributes as filters. this.
Docusign Clm Create Reports Learn how to perform common docusign clm workflow tasks. Learn how to perform common docusign clm workflow tasks. Read about attribute groups, and how to add them to documents in docusign clm. once an administrator has created an attribute group, it can be applied to a document, making them easier to find and use to trigger workflows. Learn how to perform common docusign clm administration tasks.
Docusign Clm Create Reports Read about attribute groups, and how to add them to documents in docusign clm. once an administrator has created an attribute group, it can be applied to a document, making them easier to find and use to trigger workflows. Learn how to perform common docusign clm administration tasks. Learn how to perform common docusign clm workflow tasks. In this video, learn how to define attributes and how they are used in docusign clm. examine the benefits of using attributes in clm to help define document attributes based on your. Learn how to perform common docusign clm workflow tasks. in this video series, you review core foundational clm configurations such as attributes, smart rules, document generation, eforms, search, reporting, and eforms, then slowly build up to workflow development. These 1 to 3 minute long videos present key, targeted, how to steps and concepts in docusign clm. these videos supplement onboarding new docusign clm customers by reviewing key documents and tasks before project kickoff.
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