Read about process flowdiagrams in Docusign CLM and how users can use them for mapping out an overview of important components and processes before CLM implementation.
Visualize the step-by-step process of integrating DocuSign in a contract management tool. Once the initial setup is complete, users can seamlessly send contracts for digital signatures directly from the contract management tool. Contract management tools are essential for efficient document handling in business operations.
Client FlowChart for Docusign [classic] Use Creately’s easy online diagram editor to edit this diagram, collaborate with others and export results to multiple image formats.
Allow you to construct your workflow’s logical flow and decision tree. Examples are variable manipulation, loops, decision rules, and the ability to initiate additional workflows.
Once you've added and configured all your steps, your workflow will look something like this example, which uses all three Docusign apps (Web Forms, ID Verification, eSignature) and the Google file archive partner app:
You can easily edit this template using Creately. You can export it in multiple formats like JPEG, PNG and SVG and easily add it to Word documents, Powerpoint (PPT) presentations, Excel or any other documents. You can export it as a PDF for high-quality printouts.
Start by reviewing Create a Basic Workflow. Once you have an idea of the kind of workflow you want to create, gather the following information to prepare: How will your workflow be initiated? Manually by someone on your account? Or through an external system that will pass data into the process?
With Docusign eSignature Advanced Workflows, you can get more value out of your agreement workflows, with added speed, control, and flexibility. Learn more about the Advanced Workflows features in the Docusign University course.
Following are some example flows using the Docusign for Power Automate connector. Explore further with these blog articles in the Expanding Power Automate Series, which have a wealth of information and usage examples:
Leverage pre-built templates to quickly customize and deploy workflows that automate your agreement processes without writing any code. Maestro Workflow Templates are included in IAM plans. Reduce time spent on design and configuration with pre-built templates for common agreement workflows.
