docusign-clm

Classifies DocuSign envelope and CLM operations by legal risk for safe execution.

Updated Aug 17, 2026
One-click install
npx skills add https://github.com/MetaFloor-AI/metafloor-scm-plugin-openai --skill docusign-clm-metafloor-ai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: docusign-clm
Source: https://github.com/MetaFloor-AI/metafloor-scm-plugin-openai/tree/main/skills/platforms/contracts/docusign-clm
Command: npx skills add https://github.com/MetaFloor-AI/metafloor-scm-plugin-openai --skill docusign-clm-metafloor-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Operating DocuSign eSignature and CLM involves irreversible legal actions—sending an envelope exposes documents to external parties, completion executes a binding agreement, and voiding is permanent—yet it is easy to misread statuses, mis-route recipients, or weaken authentication without realizing the consequences. ## Core Features & Use Cases - Risk-classified operation matrix: Maps every DocuSign operation family (send, correct, void, complete, purge, bulk send) to read / write / committing / destructive tiers with gating guidance. - Envelope lifecycle expertise: Covers envelope states, recipient types, routing order mechanics, authentication methods (access code, SMS, KBA, IDV), tabs and anchor tagging, templates, PowerForms, and bulk send. - Compliance and CLM depth: Details the Certificate of Completion, ESIGN/UETA and eIDAS signature levels (SES/AES/QES), authoritative copies, retention/purge, and DocuSign CLM workflows, doc gen, and obligations. - Use Case: Before sending a negotiated contract envelope, use this Skill to verify recipient types, confirm the internal approver signs before the counterparty, and confirm authentication is intact—avoiding a wrong-party send that can only be voided, never recalled. ## Quick Start Ask the agent to review a DocuSign envelope's recipients, routing order, and authentication settings before sending it for signature.

Frequently Asked Questions about docusign-clm

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I safely send a DocuSign envelope for signature?

Sending is the point of legal exposure, so verify every recipient's email, recipient type, routing order, tab placement, and authentication first. Place internal approvers ahead of the counterparty in sequential routing, and never weaken authentication to speed signing.

What is the difference between DocuSign envelope statuses sent, delivered, and completed?

Sent means the envelope is out to recipients; delivered only means a recipient opened it in the viewer, not that they signed; completed means every recipient finished and the agreement is executed. Signed is a recipient state, not an envelope status.

Can a completed DocuSign envelope be voided or undone?

No. A completed envelope is the executed agreement and cannot be un-completed or voided. Corrections require a new signed envelope such as an amendment, and the original record and Certificate of Completion remain permanent.

When should I use DocuSign CLM versus Icertis or SAP Ariba Contracts?

Use this Skill's CLM guidance when DocuSign CLM (formerly SpringCM) is the contract lifecycle suite. If the CLM suite is Icertis or SAP Ariba Contracts, their authoring and approval logic lives in those skills, and this Skill covers only the DocuSign signature envelope.

Why did my DocuSign envelope get stuck after sending?

A bounced recipient email sets that recipient's state to auto-responded, stalling the envelope at that routing step. Read per-recipient action states rather than the envelope roll-up, then correct the address or re-route to unstick it.

What are the risks of DocuSign PowerForms and bulk send?

A PowerForm lets anyone with the URL initiate a binding envelope, so it is wrong for authority-sensitive agreements. Bulk send replicates one template into hundreds of envelopes, multiplying any template defect, so verify on a single send first.