Friday, 9th January

Data integrity

: You no longer need to leave CLM to check signer data and envelope status. This ensures a single source of truth, making the e-signature process highly reliable for audit trails.

Increased productivity and faster execution

: We provide a seamless, intuitive, and highly stable e-signature experience, leading to streamlined workflows and quicker executed contracts.

Improved error resolution

: We introduce clear error handling, enabling you to self-serve and resolve integration issues quickly, minimizing operational downtime.

We add a

View on E-sign Platform

button on the Ticket details page. This option appears after the envelope is created and allows you to directly view the envelope information in the e-signature platform.

We rename the

Collect Signatures

button to

Send to E-signature

for clarity when initiating an e-signature request.

Ticket deletion in CLM will now automatically void the corresponding e-signature envelope if it hasn’t been signed yet.

Signing coordinators can now directly add, remove, update, reorder signers, and customize envelope details, such as email subject, body, and CCs, within the e-signature platform.

We remove the

Edit CC

and

Add CC

buttons from CLM since they are no longer needed.

The Ticket details page now displays the e-signature provider's

Signer

and

Envelope status

for all recipients, including those added externally. As part of this change, we remove the

Check Signature Status

button.

We add the signer’s audit trail directly to CLM, eliminating the need to navigate to the external e-sign platform to track progress. Authorized users can navigate to the

Activity Logs

to view the complete audit trail. This includes detailed actions by the signers, such as who viewed the document and the exact time the document was signed.

We introduce a new notification to inform the signing coordinator when any signer declines to sign the document.

We remove the

You were assigned a Signer

e-mail notification that was sent out to internal signers from CLM, as they now receive a notification from the e-signature provider

The

Integrations page

now clearly shows the connection status for each e-signature provider, along with a validation error and detailed error message if a connection fails.

If the connection fails, Workday also shows a banner on the

Workflow

,

Tickets

tab and on the

Ticket details page

to alert users before they attempt to initiate e-signature. We also send an email on the impacted tickets and the recommended action to take.