DocuSign CLM: Set Up a Workflow Step Using Information from Incoming Content

Start a workflow using content from document generation and using incoming content in the workflow.

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Über diesen Kurs

Self-Paced
Language:
English
Estimated time: 9 minutes

Review the process of starting off a workflow with content coming from a document generation configuration. Use the Params or incoming content variable to capture information from the document generation form fields into workflow variables. Use the variables anywhere within the workflow. 

Studienplan9 Min.

  • Create a Variable 3 Min.
  • Initialize a Variable 3 Min.
  • Access a Variable in a Workflow 3 Min.

Über diesen Kurs

Self-Paced
Language:
English
Estimated time: 9 minutes

Review the process of starting off a workflow with content coming from a document generation configuration. Use the Params or incoming content variable to capture information from the document generation form fields into workflow variables. Use the variables anywhere within the workflow. 

Studienplan9 Min.

  • Create a Variable 3 Min.
  • Initialize a Variable 3 Min.
  • Access a Variable in a Workflow 3 Min.