Contracts – Signature Workflow Improvements

DiliTrust CLM now handles changes to signature workflows more transparently and reliably. Whether a signature envelope is cancelled, expired, or deleted, the CLM workflow status is automatically updated to reflect the change.

✅ Introduction

Electronic signature workflows involve multiple parties: DiliTrust CLM, the signature provider (e.g., DocuSign, Universign), and the signatories themselves. When something changes on the signature provider's side — a cancellation, a deleted envelope, an expired envelope, or a change to the signatory list — CLM now automatically reflects that change in the workflow status. This reduces confusion about where a document stands in the signing process.

✋ Prerequisites / Getting Started

• Your organization must have a signature provider integrated with DiliTrust CLM.
• You must have contributor access to manage contract workflows in CLM.

⭐ Step-by-Step Guide

Understanding Automatic Status Updates

The following events on the signature provider's side now automatically update the CLM workflow status:

• Signature cancelled on the provider side: CLM workflow is updated to reflect the cancellation.
• Signature envelope deleted: CLM workflow is updated accordingly.
• Signature envelope expired: CLM workflow reflects the expiry. A nightly fallback helps capture delayed updates.
• Signatories modified on the provider side: CLM workflow is updated to reflect the current signatory list.
• Signatories removed on the provider side: CLM workflow is updated to reflect the current signatory list.

✨ Tips & Best Practices

• Monitor the workflow status regularly: Check the CLM workflow panel after sending documents for signature to stay aware of any status changes.
• Inform signatories of deadlines: Envelope expiry is now tracked in CLM. Remind signatories of deadlines before envelopes expire to avoid interruptions.

❌ Limitations & Known Constraints

• Automatic status synchronization depends on the integration with your signature provider. Some edge cases may rely on a nightly fallback synchronization rather than real-time updates.

❓ FAQ

What happens if the signature provider cancels the envelope?

CLM automatically updates the workflow status to reflect the cancellation. A nightly synchronization also helps capture any delayed updates.

Will I be notified when a status changes?

Status changes are reflected in the CLM workflow panel. Notification settings depend on your organization's configuration — contact your DiliTrust administrator for details.