Which feature is used to share a document for redlining with users who do not have a CLM account?

Prepare for the DocuSign CLM Workflow Specialist Exam. Study with targeted quizzes, get insights with hints and explanations, and master workflow management concepts. Get exam-ready today!

Multiple Choice

Which feature is used to share a document for redlining with users who do not have a CLM account?

Explanation:
Sharing for redlining with people who don’t have a CLM account is handled through the For External Review flow. This capability creates a secure external review session that lets external participants access the document, apply redlines or comments, and return their feedback without needing to log into a CLM account. It keeps an audit trail and access controls intact while removing the requirement for an internal account, which is exactly what you need when collaborating with non-CLM users. The other options either expose the document too broadly (like a Public Link), or imply sharing methods that still expect an external account or aren’t specifically designed for redlining without a CLM login.

Sharing for redlining with people who don’t have a CLM account is handled through the For External Review flow. This capability creates a secure external review session that lets external participants access the document, apply redlines or comments, and return their feedback without needing to log into a CLM account. It keeps an audit trail and access controls intact while removing the requirement for an internal account, which is exactly what you need when collaborating with non-CLM users. The other options either expose the document too broadly (like a Public Link), or imply sharing methods that still expect an external account or aren’t specifically designed for redlining without a CLM login.

Subscribe

Get the latest from Passetra

You can unsubscribe at any time. Read our privacy policy