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Last Updated: 2026-10-16
Friday, 09th October

Friday, 09th October

Home Page and Site Navigation in CLM R2

Workday introduces a dedicated home page and a vertical navigation bar to accelerate task completion and improve discoverability, as well as leveraging AI to enhance search results for questions requiring exhaustive lists or specific document counts.
This release is currently available to new customers who purchased Contract Lifecycle Management after September 30. We will enable migration for existing customers starting in November 2026 and continuing through June 2027.
Business Benefits
The new interface centralizes active requests, executed documents, and pinned content into a unified hub. Ask AI integrates directly with system search filters to automate complex data retrieval. This enables you to generate complete, accurate datasets from natural language queries with a single click, minimizing the risk of making decisions based on partial information. Additionally, you can customize your workspace layout to match your daily routine.
Changes
With this release:
  • We replace the horizontal top toolbar with an expandable vertical navigation bar enabling access to
    Home
    ,
    Ask AI
    ,
    Workflows
    ,
    Documents
    ,
    Dashboards
    ,
    Search
    ,
    Library
    ,
    Custom AI
    ,
    Give Feedback
    , and
    Admin
     views.
  • We replace the default legacy Documents landing area with the new
    Home
     page. The
    Home
     page features an anchored
    Ask AI
     query box, a
    Recent Activity
     section, and a
    Your Work
     section for managing active requests and executed documents.
  • We introduce the ability to reorder the section layout on the
    Home
     page. To customize the default scope for the
    Home
     page, include
    Ask AI
     questions and the
    Your Work
     section, click
    Setup
     on the
    Home
     page and select the
    Scope
     tab.
  • We enable pinning frequently used content to the
    Home
     page for quick access, editing and saving questions directly below the query box, and using drag-and-drop to reorder items in the
    Recent Activity
     section.
  • We rename the legacy
    Tickets
     terminology to
    Requests
     across the platform.
  • We update the global utilities bar to include
    Quick Search
    ,
    Help
    , and the user profile avatar.
  • We move the
    Routing Table
     option to the
    Workflows
     group.
  • We rename the
    Automation
     area to
    Custom AI
    .
  • We update
    Ask AI
     to answer broad insight questions with a representative sample. Click
    View results in Search
     to launch the
    Search
     page and apply the relevant filters based on the natural language query.
  • We display
    Ask AI
     in full-screen mode when you access it directly from the
    Home
     page. When you launch it from the vertical navigation bar, we display it as a panel on the right side of the screen.
  • We update
    Help
     to include direct access to the Evisort Academy portal for training.
Setup Effort
Automatically Available
What Do I Need to Do?
To access the new interface:
  • Sign in to your Workday CLM account to view the new default
    Home
     page and navigation structure.
    Requests are only visible in the
    Recent Activity
     and
    Your Work
     sections of the Home page for customers on the CLM R2 release.
  • When
    Ask AI
     transfers a query to the
    Search
     page, review the pre-filled filters and click
    Run
     to execute the query. Workday doesn’t run the search automatically.
Considerations
Once CLM R2 is active, administrators have 7 days to configure the
Home
 page for the account before other users gain access. They can also update these settings anytime after launch.

Redesigned Workflow Builder in CLM R2

With this release, Workday enhances the Workflow Builder with a refreshed user experience and improved agentic functionality, enabling you to create and modify contract workflows using natural language prompts. This feature uses AI to automatically extract data fields from uploaded documents, build an intake form, and create the necessary review stages to route the document. You can also manage intake forms through a new 4-tab layout and add template-free workflows for legal intake and task routing.
This release is currently available to new customers who purchased Contract Lifecycle Management after September 30. We will enable migration for existing customers starting in November 2026 and continuing through June 2027.
Business Benefits
This feature significantly reduces the learning curve for new users by eliminating the need to manually format document templates with placeholder tags. We also add multi-document workflows and multiple forms to increase your flexibility in collecting information. By centralizing data into reusable unified fields, we streamline data entry and ensure consistent reporting across the organization. You can now accelerate complex approvals by customizing stages with parallel or sequential routing. Additionally, the updated intake form with side-by-side document previews makes it easier to connect fields to questions in context.
Changes
With this release:
  • We introduce multi-document workflows to generate, review and approve multiple documents within a single workflow.
  • We introduce the ability to add forms at any stage in a workflow. A new form builder launches in an expanded view, keeping the rest of the workflow visible as you edit.
  • We replace the legacy 4-stage review process with customizable stages and phases, enabling you to insert new stages after the default
    Intake Form
    .
  • We add
    Builder AI
     to generate a workflow framework from a simple text prompt and an optional document upload. Workday uses AI to automatically map placeholder fields within document templates to a centralized list of unified fields. We recommend that you establish best practices for reviewing, editing, and verifying the accuracy of AI-generated content before use.
  • We add the ability to configure approval tasks within a phase to run in order sequentially or simultaneously in parallel.
  • We add a conversational chat interface to the builder that uses natural language, facilitating frequent activities such as editing task assignments, adding review stages, or asking questions about a workflow.
  • We introduce side-by-side
    Form Preview
    , enabling you to map fields directly and configure default answers for each questionnaire. You can create conditional text from the form editor and the preview, and test document data before publishing the workflow.
  • We update signer configurations to allow customizable signer labels instead of fixed numbering.
Setup Effort
Automatically Available
What Do I Need to Do?
To use this feature:
  1. Access
    Workflows
    .
  2. Launch
    Workflow Builder
     and click
    Create Workflow
    .
  3. Click 1 of the following:
    Build with AI
    ,
    Clone existing workflow
    , or
    Start from scratch
    .
    If you use the Workday Strategic Sourcing and Procurement integration, the
    Integrate with Workday
     option is available.
  4. Enter the required information for the selected option. When you select
    Build with AI
    , enter a natural language prompt describing your process, and upload an unformatted Microsoft Word document if your workflow requires document generation.
  5. Click
    Create
    .
  6. Use the conversational interface to request additional edits, or manually adjust conditions and task assignments as needed.

Requests in CLM R2

Workday introduces a redesigned Requests page that replaces the Tickets page to provide a modern, centralized workspace for managing contract lifecycle events, document processing, and task approvals. The new layout provides a My Tasks section, AI-generated summaries, and stage tracking to streamline how you view and manage requests. We also rename contract workflow tickets as requests, and assign each request a unique universal identifier (UUID) to improve tracking and visibility.
This release is currently available to new customers who purchased Contract Lifecycle Management after September 30. We will enable migration for existing customers starting in November 2026 and continuing through June 2027.
Business Benefits
The Requests page includes the My Tasks section, AI-generated summaries, and stage tracking, which increase visibility into approval statuses for better overall auditability. We also add contextual side panels, sticky headers, and accordion layouts that reduce scrolling and increase workflow efficiency. Additionally, we provide new functionality that automatically saves form progress to system fields, which improves data accuracy.
Changes
With this release:
  • We now refer to individual contract tickets as requests, each of which includes a unique universal identifier (UUID).
  • We introduce a new layout that pairs a central content area with contextual side panels for
    Overview
    ,
    Fields
    ,
    Clauses
    ,
    Groups
    ,
    Comments, Permissions, Activity Log,
    and
    Cycle Time Tracking
    .
  • We add document management to the
    Overview
     panel, enabling you to view metadata, download, upload, and rename files and attachments. You can also view an AI generated summary of each request in the
    Overview
     panel, including
    What's Done
     and
    Key facts
    .
  • We update
    Tasks
     to support expandable views that display details for form, approval, and e-signature tasks.
  • We add completed signature tasks that display the completion date, recipient details, and direct links to archived signed documents.
  • We enhance the
    Forms
     view, allowing you to limit intake forms to required information, add multiple forms to a single stage, and automatically save your progress to data fields before submission.
  • We update
    Approvals
     and
    eSignatures
    to track and display status changes, and provide direct links to archived signed documents. We also add visual status tracking for multiple assignees on approval tasks, including
    No response
    ,
    Rejected
    , or
    Approved
    , alongside quick actions to reset or approve.
  • We add instant action controls to select
    Pause
     or
    Rename
     on a request, and a confirmation prompt when you select
    Cancel
    .
  • We deprecate the in-app document editor. You can use the Microsoft Word Desktop integration or Word for Web to edit document drafts.
  • We update the endpoint route from
    /tickets
     to
    /requests
    .
Setup Effort
Automatically Available

Workflow Dashboards in CLM R2

Workday introduces enhanced workflow dashboards that expand the data available for contract reporting. With this update, Requests dashboards now include data fields originating from both forms and the documents themselves. We also add granular operational reporting functionality that allows you to track cycle times and statuses across custom workflow stages and task groups.
This release is currently available to new customers who purchased Contract Lifecycle Management after September 30. We will enable migration for existing customers starting in November 2026 and continuing through June 2027.
Business Benefits
These enhancements build upon the customizable search, dashboard, and reporting capabilities in the Contract Search and Reporting functional area. By incorporating unified fields, you can chart specific data fields from forms or pre-signature documents, resolving a long-standing reporting limitation. You can also track how many requests are in a specific custom stage, such as legal review, across multiple workflows. Furthermore, you can break out cycle time by tracking how long requests remain in those stages to better identify workflow bottlenecks.
Changes
With this release:
  • We maintain existing parity so that all existing workflow
    Dashboards
     continue to support existing filters, charts, and results table columns.
  • We add the ability to use unified fields for dashboard charts, filters, and columns in the
    Results
     table.
  • You can now create workflow
    Dashboards
     for all workflow stages and task groups.
  • We deprecate the
    Phase
     concept within workflow reporting and replace it with the
    Task Group
     concept.
Setup Effort
Automatically Available

Unified Fields in the CLM R2 Field Manager

With this release, Workday provides a centralized hub that enables administrators to create, define, and manage custom fields across the platform. You can configure field definitions and response options in a single location and reuse them across multiple workflows. The platform unifies field definitions, sharing them across pre-signature workflows and the post-signature Contract Intelligence repository. This feature also provides new data types and relational field lookups to automate data entry.
This release is currently available to new customers who purchased Contract Lifecycle Management after September 30. We will enable migration for existing customers starting in November 2026 and continuing through June 2027.
Business Benefits
By establishing a single source of truth for fields, we help enforce standardized language, guarantee data integrity, and prevent formatting errors or spelling variations. Additionally, you can use
Field Lookups
 to accelerate the intake process and minimize human error by automatically populating related secondary data based on a primary selection, eliminating the need for manual data entry.
Changes
With this release:
  • We replace the legacy
    Data Fields
    settings page with the new
    Field Manager
     settings hub to enable administrators to better manage field data setup and maintenance in a single location.
  • We introduce
    Field Lookups
    , which are relational tables that bind associated field values together. Example: When a user selects a primary value such as a vendor name,
    Field Lookups
     can automatically populate the vendor's category code with the retrieved data.
  • We add new data types, including
    Boolean
    ,
    Address
    ,
    Monetary Amount
    , and
    Link (URL)
    .
  • We transition away from dedicated UI field types (such as
    Dropdown
    ,
    Checkbox
    , and
    Radio
    ) and instead allow administrators to define response options and display options for any relevant data type.
  • We add a
    Used in workflows
     list in the
    Edit Field
     panel, allowing administrators to identify and locate field references before making modifications.
  • We enable administrators to create and reorder field locations to group related fields.
  • We include the ability to add or modify bulk response options using CSV export and import, appending new values only.
Setup Effort
Automatically Available
What Do I Need to Do?
To customize unified fields:
  1. Click
    Admin
     and select
    Field Manager
     to begin configuring unified fields.
  2. Add or edit a field by selecting the data type, adding a description, assigning values, and setting options for single or multiselect entries.
  3. Define administrative predefined options and configure the settings to manage user inputs.
  4. Configure
    Field Lookups
     by establishing the relationship between the lookup key field and the returned value fields.
  5. Group your related fields by creating and ordering new sections to provide contextual guidance for your users.

CLM R2 Integrations Updates

Workday updates Contract Lifecycle Management (CLM) and Contract Intelligence (CI) integrations to support the transition to CLM R2. This supports connectivity and capabilities for the Salesforce Connector, SAP Ariba, Microsoft Word, as well as eSignature providers.
This release is currently available to new customers who purchased Contract Lifecycle Management after September 30. We will enable migration for existing customers starting in November 2026 and continuing through June 2027.
Business Benefits
These enhancements ensure continuity for your existing contract workflows while upgrading to the new CLM platform. You can continue working in familiar environments, such as drafting in Microsoft Word or managing sales processes in Salesforce, while leveraging native AI capabilities and centralized contract data to improve efficiency.
Changes
We update multiple integration points for the CLM R2 transition:
Integration
Updates
Microsoft Word Connector
  • We redesign the Workday CLM AI Tool Microsoft Word Add-In so that it runs natively in the Microsoft Word task pane.
  • We introduce
    AI Review
    , which uses AI to compare the open document against a selected playbook, groups findings by guideline, and applies suggested language as tracked changes in Microsoft Word.
  • We introduce AI Editing; Workday uses AI to process plain-language requests directly in Microsoft Word to draft redlines, flag consistency risks, and provide rationale based on general legal knowledge.
  • Playbooks remain read-only in Word and are managed in the Workday CLM web platform.
eSignature Integration
  • We introduce native multi-document support for eSignature workflows.
  • We update signature placeholder mapping to require fixed structured placeholder syntax directly in the document rather than mapping arbitrary placeholder text.
  • We convert these structured placeholders to the Adobe Sign or DocuSign anchor tags before sending.
Setup Effort
Setup Required
What Happens If I Do Nothing?
If you take no action, you will be unable to access the new AI-assisted playbook review, AI-assisted editing, and drafting features within Microsoft Word.