Which type of user can create Document Generation Forms and Configurations?

• A. CLM Administrators and CLM Users with View and Edit Permission Profiles
• B. CLM Viewers with a View and Create Permission Profile
• C. CLM Administrators and users with a delegated permission
• D. CLM Users with a View and Edit Permission Profile

Answer: (C)

This question tests how access permissions govern who can create Document Generation Forms and Configurations in CLM. Creating these forms and their configurations is a configuration action that can impact how documents are generated, data mapping, and workflow behavior, so it requires elevated privileges. In DocuSign CLM, that typically means either CLM Administrators who have broad configuration rights or users who have been granted a delegated permission specifically allowing creation of generation forms and configurations. That combination ensures the user has the necessary authority to set up and modify how documents are produced within the system.

Standard users with basic view or edit rights, or viewers whose role is to consume rather than configure, generally don’t have the rights to create or alter generation forms. Even profiles that hint at create capabilities may not cover the full scope needed for these configuration tasks, which is why administrators and delegated-permission users are the correct ones for this responsibility.