Generate a contract document from a Word template using a DocuSign CLM Document Generation (DocGen) configuration.

Verified steps

1. Prepare a Word (or PDF) template containing merge fields/bookmarks corresponding to the data you'll supply (party names, dates, pricing terms, etc.).
2. In CLM Admin, create a Document Generation Configuration that links the uploaded template to a data source (workflow attributes, a CLM record, or a generation form).
3. If end users should supply merge data manually, build a Document Generation Form that captures the required inputs and maps them to the template's fields.
4. Add a Generate Document step to the relevant CLM workflow (or trigger generation directly from the configuration) so the merged document is produced when the workflow reaches that stage.
5. Test generation with representative sample data to confirm merge fields populate correctly and any conditional or repeating sections render as expected.
6. Route the generated document into the workflow's downstream approval/signature steps once validated.