Toolkit for DocuSign CLM

About

Toolkit for DocuSign CLM supercharges your CLM experience with features that help you build, troubleshoot, and manage workflows faster.

DARK MODE
Full dark mode for the entire CLM interface. Includes three themes (light, dark, black) with a one-click toggle in the header.

ENVIRONMENT BADGE
A persistent UAT/PROD badge in the header so you always know which environment you're working in. Color-coded with a pulsing indicator — no more accidental production changes.

ACCOUNT INFO PANEL
Click the environment badge to see account ID, hostname, current user, and email at a glance. Copy any value with one click.

STATUS ROW COLORING
Workflow activity rows are color-coded by status (Completed, Failed, Executing, Paused, Aborted) so you can scan results instantly.

ACTIVITY STATUS SUMMARY
A badge bar showing counts for each status type. Click any badge to filter the grid to that status.

MERGE TAG PANEL
When editing form configurations, a floating panel shows the correct merge tag for the selected field — ready to copy and paste into your document templates.

CONFIG SEARCH
A search bar on the Workflow Configurations page to quickly filter and find configurations by name.

DOCGEN HEALTH CHECK
A health banner on Document Generation configurations showing how many configs are healthy vs broken, with details on what's wrong.

SMART RULES HEALTH
A summary banner on the Smart Rules page showing counts of Enabled, Disabled, and Invalid rules with reasons for invalid ones.

CONTEXTUAL HELP TOOLTIPS
Hover help icons next to workflow step fields explain what each setting does.

SAVED WORKFLOW FILTERS
Save and quickly re-apply your frequently used workflow activity filters.

GO TO FAILED STEP
One-click button on the activity monitor to zoom directly to the failed step in the workflow canvas.

MISSING OUTPUT PATH WARNINGS
Alerts you when a workflow step is missing required output paths in the designer.

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This is an independent, third-party extension and is not affiliated with or endorsed by DocuSign, Inc.

## Data Disclosure

- This extension does not collect any user data
- This extension does not transmit any data externally
- This extension uses chrome.storage.sync to store local preferences only