DocuSign CLM: Conditional content in Electronic document management

Scenario 1: Multi-language contracts with DocuSign CLM

In international business transactions, contracts often need to be provided in different languages. With Conditional Content, users can create a master contract template and establish rules to include alternative language clauses or paragraphs based on the signer's selected language

English is selected:

Russian is selected:

In this example, you can see that when you select each specific language, the text of the contract automatically changes in DocuSign CLM.

Scenario 2: Jurisdiction-specific clauses with DocuSign CLM

Certain contracts must comply with specific laws or regulations that vary by jurisdiction. By utilizing Conditional Content, organizations can dynamically insert or exclude jurisdiction-specific clauses based on the signer's location. This ensures that the contract meets the legal requirements of the specific region or country where the agreement is being executed.

EU jurisdiction selected:

U.S. jurisdiction selected:

These two clauses reflect differences in approaches to dispute resolution depending on the jurisdiction. When the required jurisdiction is chosen, the text of the clause automatically changes in DocuSign CLM.

Scenario 3: Customized contract terms with DocuSign CLM

In some cases, contracts may have different terms or conditions based on the type or category of the agreement. For instance, a software licensing agreement may entail different terms for various types of users (e.g., enterprise, individual, educational institutions).

With Conditional Content in DocuSign CLM, organizations can easily customize and include specific clauses or provisions based on the type of agreement, ensuring that each contract is tailored to the signer's needs.

Enterprise Users selected:

Individual Users selected:

Scenario 4: Role-based contents with DocuSign CLM

In complex contract negotiations involving multiple stakeholders, each party may have different roles and responsibilities.

With Conditional Content in DocuSign CLM, users can include or exclude specific information or clauses based on the signer's role. For example, in an employment agreement, certain sections may only be applicable to the employer or the employee. By utilizing this function in DocuSign CLM, the contract can be automatically customized based on the signer's role, streamlining the negotiation process.

Clause for Employee:

Clause for Employer:

These specific clauses in DocuSign CLM provide examples of how terms within an employment agreement might differ for employees and employers. The clauses highlight job responsibilities and compensation aspects for employees while detailing compensation and workplace commitments for employers.

Scenario 5: Compliance with industry standards with DocuSign CLM

Certain industries have specific requirements or standards that must be met in contracts. Conditional Content allows organizations to insert industry-specific language or requirements based on predefined rules. For instance, in the healthcare industry, contracts may need to include specific privacy and security clauses to comply with HIPAA regulations.

With Conditional Content in DocuSign CLM, these clauses can be automatically included or excluded based on the involved industry or sector, ensuring compliance and mitigating risk.

Clause for Retail Trading Company:

Clause for Healthcare Institution:

These clauses demonstrate how specific industry requirements can be integrated into contracts using Conditional Content. The first clause addresses data security and privacy concerns for a retail trading company, while the second clause emphasizes patient confidentiality and HIPAA compliance for a healthcare institution.

The use of Conditional Content in DocuSign CLM ensures that the appropriate clauses are automatically included or excluded based on the involved industry or sector, promoting compliance and minimizing risk.