How do you set default settings for new contracts?

• A. Manually enter all fields for each contract.
• B. Configure System Defaults or Template Defaults to prefill fields, lifecycles, routing, and metadata.
• C. Defaults only control the color scheme of the UI.
• D. Defaults cannot be changed once set.

Answer: (B)

Setting default values for new contracts lets you automate the creation process so contracts come in consistent with less manual data entry. In DocuSign CLM, configuring System Defaults or Template Defaults to prefill fields, lifecycles, routing, and metadata is exactly how you establish those defaults. System Defaults apply across all contracts in the system, while Template Defaults apply to contracts created from a specific template, giving you flexibility to standardize widely or selectively. This approach speeds up contract creation, reduces errors, and enforces governance by ensuring essential fields, review steps, and metadata are consistently applied from the start.

Manually entering all fields for each contract is inefficient and defeats the purpose of having defaults. Defaults are not limited to UI color or appearance, but govern the actual data and process flow. And defaults can be updated as processes evolve, so they are not a fixed, unchangeable setting.