Onit Documentation

CLM Spring Release 2022 - AdobeSign

by Lauren Stocker Updated

What's New

AdobeSign Enhancements

Recipient Message

CLM AdobeSign users can now add a personalized message to recipients during a Send for Signature transaction, which will display on the AdobeSign signature request email. On the Send for Signature launch form, a message field is provided. The field can be automatically populated with information from the contract record (like Contract Name, Legal Entity, Contract Type and Paper Type, etc), allowing for efficient communication to all parties within a given transaction. This information is optional and can be edited or deleted as needed.

Once the rest of the form is complete, users may type any message and submit the form.

Ability to turn off signing order

As a supplemental option to utilizing a signing order for signature transactions, CLM users with AdobeSign can now send a request to all signers at once. Users can default to either option with a checkbox in CLM Settings, while maintaining the ability to select a different option on individual transactions as needed. When the “Use Signing Order” checkbox is unchecked, the Routing Order field will not display, and all recipients will receive the signature request at the same time.

Update AdobeSign Sender UI on Send for Signature Transaction

Users can determine at the time of initiating a signature transaction whether they want to leverage the AdobeSign UI or not. A checkbox on the Send for Signature form provides this option for each individual transaction. To the user’s preference, a checkbox in CLM Settings can also be utilized to set a default.

Embedded Sending

CLM AdobeSign users can now utilize the AdobeSign UI to finalize a document before sending for signature. In CLM Settings, users can select from being directed to either the “Draft” or “Author” landing page in AdobeSign.

"Draft" Landing Page setting: After clicking the link on the AdobeSign Sender View green banner, users are directed to the AdobeSign Draft page, where they may add recipients and update messaging before the transaction is sent. When “Draft” is selected in CLM Settings, a checkbox is shown for “Preview by Default”, which is checked as a default.

If “Preview by Default” is not checked, the transaction will be complete after clicking “Send” on the AdobeSign Draft page:

If “Preview by Default” is checked, users will be directed to the AdobeSign Preview page (where they can view the document and add signature tags for recipients) after clicking “Next” on the Draft page:

"Author" Landing Page setting: After clicking the link on the AdobeSign Sender View green banner, users are navigated directly to the AdobeSign Preview page where they can view the document and add signature tags for recipients (see above screenshots).

When utilizing the “Author” Landing Page setting, in order to generate the Sender View link after the signature transaction has been submitted, go to the e-Signature status panel, check the transaction, click the “Actions” dropdown and select “Update Signer Status”:

Cancel Signature Transaction

CLM AdobeSign users now have the ability to cancel a signature envelope after it has been sent. After a Send for Signature form has been successfully submitted, the “Cancel Signature Transaction” button appears on the CLM contract record. Simply click this button and all parties listed on the signature transaction will receive a notification from AdobeSign that the signature request has been cancelled, and signers will no longer be able to access the document.

An AdobeSign signature transaction can be cancelled even if a document has been partially signed.

To review the AdobeSign status panel updates, please refer to the CLM Winter 2021 Release Notes: AdobeSign E-Signature Status Panel.

CLM Enhancements

User Profiles App

The new User Profiles app has allowed for reduced set up time when creating users within CLM configuration, particularly for CLM/ELM users. Previously in CLM, the User Preferences app was the source for creating and updating users. The new User Profiles app allows CLM and ELM users to create, edit, and maintain their internal users with ease via the same app.

Consolidated Add-In

Support for Multiple Add-ins

CLM can now support multiple Office extensions with dynamic URLs and new parameters in the log in flow. Onit users who have previously been limited to only one add-in can now utilize multiple add-ins simultaneously (for instance, CLM Connect+ReviewAI Add-In and the Onit Outlook Add-In).

CLM Connect+ReviewAI Add-In Installation Instructions:

Detailed installation instructions for sideloading the new CLM Connect+ReviewAI Word Add-In will be published very soon.

Known Issues

CLM Connect+ReviewAI Add-In UI issue: Header is cut off at smaller window sizes, when search results display and when accordions expand on Track Field page.

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