Which role is permitted to create Saved Searches in CLM?

Study for the DocuSign CLM Administration Exam. Enhance your knowledge with multiple choice questions and explanations. Get exam-ready!

Multiple Choice

Which role is permitted to create Saved Searches in CLM?

Explanation:
Saved Searches are a configuration-level feature in CLM. They define persistent query criteria that affect what data users see and how it’s organized across the system. Because creating and managing these searches can influence many users and contracts, this capability is restricted to those with elevated privileges. The CLM Administrator role has the rights to create, modify, and publish saved searches for the organization, ensuring consistency and governance. Other roles—such as CLM Users or CLM Viewers—are typically limited to running searches and using those provided by admins, not creating new ones. Therefore, the ability to create Saved Searches is associated with the administrator role.

Saved Searches are a configuration-level feature in CLM. They define persistent query criteria that affect what data users see and how it’s organized across the system. Because creating and managing these searches can influence many users and contracts, this capability is restricted to those with elevated privileges.

The CLM Administrator role has the rights to create, modify, and publish saved searches for the organization, ensuring consistency and governance. Other roles—such as CLM Users or CLM Viewers—are typically limited to running searches and using those provided by admins, not creating new ones. Therefore, the ability to create Saved Searches is associated with the administrator role.

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