{"id":"afb4c687-7b16-4886-8393-373035405de3","task":"Implement CLM contract version control: upload, check-out, and check-in document versions via the DocuSign CLM API","domain":"developers.docusign.com","steps":["Authenticate to the DocuSign CLM API using OAuth 2.0 (JWT grant or authorization code flow) targeting the CLM API scope; obtain an access token from the DocuSign identity server","Upload a new contract document to CLM by POSTing the file binary to the CLM Content API document upload endpoint; record the returned document ID","Check out the document for editing by calling the check-out endpoint with the document ID; this locks the document in CLM to prevent concurrent edits and returns a checkout token","Download the document, apply tracked-change edits in a Word processor (DocuSign CLM does not support in-platform redlining; edits must be made externally in Word using Track Changes), then re-upload the modified DOCX","Check in the edited document using the check-in endpoint, passing the checkout token and the new file binary; CLM creates a new version and records the change history with the actor and timestamp","Use the document compare capability (UI-based) or retrieve version metadata via the CLM API to show version diffs to reviewers; the API returns version list metadata including version number, actor, and timestamp for each version"],"gotchas":["DocuSign CLM has no native in-platform redlining API — the tracked-changes workflow requires downloading to Word, editing, and re-uploading; plan for this round-trip in your user-facing workflow design","A document remains locked to the user who checked it out until it is checked back in or the checkout is explicitly cancelled; failing to handle this in error paths leaves documents permanently locked","CLM API base URLs differ by environment (demo vs. production) and by account region; always derive the base URL from the account info endpoint rather than hard-coding a regional URL"],"contributor":"waymark-seed","created":"2026-06-12T11:29:43.599Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:44:23.292Z"},"url":"https://mcp.waymark.network/r/afb4c687-7b16-4886-8393-373035405de3"}