CLM — Workflow Signature Improvement

This guide explains the latest signature workflow improvements in CLM. These updates make it easier to understand, track, and manage contract signatures, even when changes happen on the external signature provider side (such as DocuSign).

The goal is simple: give you a clear, reliable view of your contract’s real signing status, directly in CLM — without confusion or guesswork. ✅

❓ What Problem Does This Feature Solve?

Previously, some signature events (like an expired or cancelled envelope) happened on the signature provider side but were not clearly reflected in CLM. This caused:

• Unclear or outdated signature statuses ❌
• Extra questions to support teams ❓
• Time lost switching between tools ✋

With these improvements, CLM now mirrors the real situation of the signature workflow, so you always know what’s happening.

⭐ What’s New for End Users?

CLM now automatically syncs with your signature provider and displays new, clearer workflow statuses.

✅ New Signature Statuses

You can now see when a signature workflow is:

• Cancelled — the envelope was cancelled
• Deleted — the envelope was deleted on the provider side
• Expired — the signing deadline has passed
• Declined — a signatory refused to sign
• Stalled — the workflow is blocked and cannot continue ⚠️

These statuses appear directly in CLM, so there’s no mismatch between systems anymore.

✂️ See Changes Made on the Provider Side

If something changes outside CLM, you’ll see it automatically:

• A signatory is added, removed, or replaced
• A signature envelope is cancelled, deleted, or expired
• A signatory refuses to sign

Even if CLM does not recognize a signatory as a user, their email address will still appear so you stay informed. ☝

✋ View Decline Reasons Clearly

When a signatory refuses to sign, the decline reason entered on the signature provider side is now:

• Visible directly in the workflow
• Displayed without extra clicks
• Stored in the workflow history for traceability ⚖️

This helps you understand what went wrong and decide what to do next. ☕

✌ Relaunch a Signature Workflow in One Click

If a workflow is stalled or cancelled, you can:

• Click Relaunch signing workflow
• Restart the process with the same participants
• Do it instantly, without rebuilding everything ⏩

This saves time and avoids repetitive manual work. ⚡

✍ Edit Signatories Directly from CLM

If you launched the signature workflow, you can now:

• Replace one signatory with another
• Do it directly in CLM
• Keep a full audit trail of changes ♿

Note: Only the user who started the workflow can edit it.

⛔ Error Messages That Guide You

When something goes wrong (for example, file size or character limits), CLM now shows clear error messages that explain:

• What happened ❕
• Why it happened ❔
• What you can do next ⏬

No more guessing or contacting support for simple issues. ⛔

⭐ Why This Matters

These improvements help you:

• Trust CLM as your single source of truth
• Reduce back-and-forth with signers and providers
• Save time and stay in control of your contracts ✊

All of this contributes to a frictionless, reliable signature experience — exactly when it matters most. ✨

Need help? If you still have questions, our support team is here to help. ❤️