Docusign CLM: Use eForm Values in a Workflow

In this video, learn how to use information from a submitted eForm to customize a workflow step.

Review an example of a submitted eForm and examine how information entered in the form is used in a workflow. eForm values for Subject and Body fields are used in email notifications and Approver Instructions information is used in approval tasks, both processed from a CLM workflow.

View the full series:    • Docusign CLM Overview  

Visit Docusign University for more in-depth, complimentary training: https://dsucustomers.Docusign.com/
Visit the Docusign Knowledge Market for additional tools and best practices: https://support.Docusign.com/knowledg...
Earn a Docusign Specialist badge: https://support.Docusign.com/articles...

Learn more about Docusign: https://www.Docusign.com/
Follow us on LinkedIn:   / docusign  
Follow us on Facebook:   / docusign  
Follow us on Twitter:   / docusign