Who can create and manage Smart Rules?

Who can create and manage Smart Rules?

• A. CLM Administrators only (Correct)
• B. All Administrators
• C. Any user with edit rights
• D. Only project managers

Answer: (A)

Smart Rules are the automation logic in DocuSign CLM that governs conditional actions across contracts and related objects. Because these rules can alter how workflows run, which fields are updated, and how notifications are sent across the system, their creation and management are restricted to CLM Administrators. This role has the necessary permissions to modify global automation settings and deploy rules without risking unintended changes by users without full system access. Other roles, such as general administrators, anyone with edit rights, or project managers, don’t automatically have the required level of access to the Smart Rules editor, so granting them this capability could lead to misconfigurations or security concerns. Therefore, only CLM Administrators can create and manage Smart Rules.

Smart Rules are the automation logic in DocuSign CLM that governs conditional actions across contracts and related objects. Because these rules can alter how workflows run, which fields are updated, and how notifications are sent across the system, their creation and management are restricted to CLM Administrators. This role has the necessary permissions to modify global automation settings and deploy rules without risking unintended changes by users without full system access. Other roles, such as general administrators, anyone with edit rights, or project managers, don’t automatically have the required level of access to the Smart Rules editor, so granting them this capability could lead to misconfigurations or security concerns. Therefore, only CLM Administrators can create and manage Smart Rules.