CounselLink Answer Center for Clients

Document Signature Integrations

  • Updated

Configuring Adobe Sign

You can configure Adobe Sign for the contracts feature in CounselLink.

Be sure that third-party cookies are enabled for your browser to use Adobe Sign with CLM.

  1. Navigate to the Corporate Profile page.

  2. Click Integrations under the CLM Administration section of the QuickLinks Panel.

  3. Click Connect below Adobe Sign.

  4. Sign into your Adobe account.
  5. Click Allow Access.

Adobe Sign is now configured for CLM.

Configuring DocuSign

CounselLink CLM integrates with DocuSign. With this integration, you can manage and sign documents easily and quickly.

You need to have a DocuSign account.

  1. Go to the Corporate Profile page.
  2. Click Integrations from the QuickLinks panel.

  3. Click CONNECT in the DocuSign section.

    Provide your DocuSign email and password and click SAVE.

Using the DocuSign Integration (SOBO Option)

DocuSign integration allows you to transition efficiently from negotiation to signature.

Please follow these instructions to set up your DocuSign integration.

In DocuSign:

  1. Go to DocuSign and log into your account. Make sure you are logging in with a user that has admin permissions.
  2. Create a service user.
  3. Generate an app password, following the official instructions.
  4. Add users that will have the Chief Negotiator role. Make sure they are not set as admins and that Sign On Behalf Of (SOBO) is enabled.

If you are using SSO, make sure to exclude the service user from SSO requirements. 

In CLM:

  1. Go to the Corporate Profile page.
  2. Click Integrations under the Quicklinks Panel.
  3. Click Connect under DocuSign.
  4. Enter your DocuSign service user login email and app password and click Sign In.
  5. The Connect button should now display the Connected status. To disconnect, simply hover over the status to show the Disconnect button and click.

Enabling SOBO in DocuSign

The SOBO feature must be enabled in your CLM tenant configuration. Please reach out to Customer Care to learn more about enabling this feature.

  1. Log in to the integrated DocuSign account. Make sure you are logging in with a user that has admin permissions.
  2. Go to Settings then to Permission Profiles on the left navigation bar.
  3. Add a Permission Profile or Modify an Existing Profile.
  4. In the profile editor dialog, check Allow users to send envelopes
  5. Scroll down and check Allow view and manage envelope rights through API and Allow send on behalf of other users through API.

Managing Signatory Matrix Workflow

Signatory Matrix Workflows automate which users have authority to approve certain contracts. These workflows can include users or groups. Admins can set criteria that will pull the matrix into the contract workflow. Once a contract is created that matches that criteria, the signatory matrix is initiated for eSignature.

Important: This feature only works for customers that have Adobe Sign or DocuSign integrated.

Currently, both eSignature services have one key difference when using signatory groups:

  • Adobe Sign: Only one individual from a signatory group needs to sign.
  • DocuSign: All individuals in a signatory group must sign.

Creating or Editing a Signatory Matrix Workflow

  1. Click Workflows from under the CLM Administration section on the Corporate Profile page.

  2. To edit an existing approval workflow, click the three vertical dots and select Edit.
  3. To create a new approval workflow, click +New Workflow.

  4. Select Signatories.

  5. The Signatories window displays.

Give the workflow a unique name and complete the fields. These are based on custom field configurations for your specific organization. Fields with a red asterisk are required. You can also assign a minimum and maximum value range for this contract, a minimum with no maximum, or you can leave this area blank, in which case the workflow will encompass all contract value ranges. The currency default is USD, but you can select other currencies, using the drop-down menu.

Signatories

This is where you will add your user(s) or group(s) that have delegated authority to complete the eSignature process. Fill out the fields as necessary.

Select Set signatory order if you would like the list of users or groups to sign in a specific order. For example, if selected, user number 2 cannot sign before user number 1 signs. If this option is unselected, each user or group in the list will receive the eSignature request at the same time and can sign in any order. You can drag and drop the slots into which ever order you need.

Signatories Field

Add a user by role or name from the drop down menu. You can also start typing by name, email address, or role.

You can also create a group by clicking the Add signatory group button.


 

Enter a name for the group. Then, select users by name, email address, or role.

Important: Adobe Sign and DocuSign signatory groups function differently.

  • Adobe Sign: Only one individual from a signatory group needs to sign.
  • DocuSign: All individuals in a signatory group must sign.
CC Field Click Show CC to reveal a field to add users for copy on the eSignature notification message.
Message Field Enter a custom message to appear for the users who will receive the eSignature notification.

When you are finished, click Save. The workflow is initiated for future contracts and any contracts not yet at the Sign stage.

The Contract Level

Each contract that meets the criteria of the signatory matrix workflow will allow the user to select it at the Sign stage.

When ready to proceed to this stage, the Chief Negotiator will click Sign to begin the eSignature process. A dialog box will appear. Depending on your integration, select DocuSign or Adobe Sign.

The Confirm Approvers dialog box appears. When ready, click Start Approval to initiate the process.

Custom Fields and Value Range

The information you provide here will determine when this workflow activates. The custom fields that have been set up for your organization will determine the configuration choices available. You can make a signatory workflow broad or specific, depending on what you choose.

If you have any questions about signatory matrix workflow configuration, please reach out to LexisNexis support for assistance.