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SERVICE SCHEDULE FOR DOCUSIGN CLM v2023

If you started a subscription before February 15, 2023, please go here: https://www.docusign.com/company/legacy-agreements to review your terms.

Service Schedule version date: February 15, 2023

Unless otherwise defined in this Service Schedule for DocuSign CLM (the “Service Schedule”), capitalized terms have the meaning given to them in the Agreement.

1. DEFINITIONS

Analytics Data” means any data, output, insights, or other information generated or derived from: (i) Customer’s and Authorized Users’ use of the Docusign Services; and (ii) Customer Data, in each case derived or aggregated in de-identified form.

Docusign CLM” means the Docusign Service consisting of contract lifecycle management software applications and platform solutions provided over the internet. 

2. ADDITIONAL USAGE LIMITATIONS AND CUSTOMER RESPONSIBILITIES

Docusign provides Docusign CLM subject to Customer acknowledging and agreeing to the following conditions:

(a) Nothing in this Service Schedule shall be construed to make Docusign a party to, and Docusign makes no representation or warranty regarding, any content generated, collected, stored, shared, or otherwise processed using Docusign CLM;

(b) Between Docusign and Customer, Customer has exclusive control over and responsibility for the accuracy, quality, integrity, legality, format, and contents of Customer Data and content generated, collected, stored, shared, or otherwise processed using Docusign CLM, the means by which Customer (or its agents or Affiliates) acquired the Customer Data or content, and Customer’s use of the Customer Data or content; 

(c) Customer may use Docusign CLM to send requests for electronic review of Customer Data or content generated, collected, stored, shared, or otherwise processed using Docusign CLM to third-party users who are not Authorized Users (e.g., Customer’s customers and/or vendors). Customer shall be responsible for activities conducted by the third-party users within Docusign CLM and with respect to Customer Data and content;

(d) Docusign is not responsible for determining for how long eDocuments, contracts, Customer Data, and/or other content are required to be retained or stored in Docusign CLM under applicable laws, regulations, or legal or administrative agency processes. Further, Docusign shall not be responsible for producing any of Customer’s eDocuments, Customer Data, or other content to any third party;

(e) Docusign CLM is a tool to be used by Customer in the course of exercising its own professional judgment, and Docusign shall not be liable to Customer or any third party for any decision made or action taken by Customer in reliance on information or content generated, collected, stored, or otherwise processed by Customer using Docusign CLM. Customer acknowledges and agrees that neither Docusign nor Docusign CLM is providing Customer with legal advice and that Customer shall consult its own legal subject matter expert as needed as determined by Customer in Customer’s sole discretion; and

(f) Customer shall not use Docusign CLM or Analytics Data to train, calibrate, or validate, in whole or in part, any other systems, programs or platforms, or for benchmarking, software-development, or other competitive purposes.

3. USE OF ANALYTICS DATA.

Notwithstanding anything to the contrary in the Agreement, Docusign may collect, store and use Analytics Data in providing the Docusign Services, supporting Customer’s use of the Docusign Services, improving Docusign products and services, and as part of Docusign’s business operations. Customer may use Analytics Data provided or made accessible by Docusign only for Customer’s internal business purposes in connection with Customer’s use of the Docusign Services and subject to the restrictions set forth in Section 2 of this Service Schedule. This Section 3 shall survive termination or expiration of this Service Schedule and the Agreement.

4. eDOCUMENT STORAGE AND DELETION.

4.1 Default Storage. By default, an eDocument (including any Customer Data contained in an eDocument) saved by Customer in Docusign CLM will be stored for the duration of the Term, or until the Customer deletes the eDocument, whichever occurs first. If Customer requires a different retention/deletion schedule, Customer shall, through its Account Administrator, set an alternate retention/deletion schedule for eDocuments stored in Docusign CLM.

4.2 Retrieval of eDocuments. During the Term, Customer may use Docusign CLM to retrieve electronic copies of stored eDocuments at no additional cost. If Customer fails to retrieve its eDocuments (including any Customer Data contained in an eDocument) before the Term has expired, Customer may request, no later than ninety (90) days after the Term has expired, that Docusign provide Professional Services to help retrieve eDocuments that remain stored in Docusign CLM, the details of which would be set forth in a SOW for Professional Services. If Customer does not contact Docusign to initiate retrieval within such ninety (90)-day period, then after such ninety (90)-day period has ended, Docusign shall have no obligation to retain or provide any eDocument (including any Customer Data contained in an eDocument), and shall have the right to delete Customer’s Docusign CLM Account and eDocuments (including any Customer Data contained in eDocuments) in Customer’s Docusign CLM Account or otherwise in Docusign’s possession or control.

5.  SUBSCRIPTION PLANS AND FEES.

Docusign CLM is made available based on a prepaid subscription and is subject to any additional restrictions that may be set forth on the applicable Order Form(s). A subscription to Docusign CLM may be based on Seat Allowance (defined below) and/or Document Count (defined below), depending on the CLM edition Customer has purchased, as specified on the applicable Order Form(s).

5.1  Seat Allowance. “Seat Allowance” means the maximum number of Authorized Users that Customer may have registered in its Docusign CLM Account at a given time. Authorized Users are assigned by Customer’s Account Administrator. For clarity, Authorized Users may be referred to as “Seats” on an Order Form. No two individuals shall log onto or use Docusign CLM as the same Authorized User, but Customer, through its Account Administrator, may unregister individuals who are Authorized Users and replace them with new individuals as Authorized Users without penalty, so long as Customer does not exceed the Seat Allowance.

5.2Document Count. “Document Count” means the number of eDocuments held within or processed by Docusign CLM that is the sum of: (i) the number of unique eDocuments held within all of Customer’s Docusign CLM instances at any one time; and (ii) the number of eDocuments held in Customer’s Docusign CLM instances that Customer exported or downloaded and then deleted from such instances during the applicable Term. For clarity, Document Count may be referred to as “Per Agreement” pricing on an Order Form. 

5.3  Overages.

(a) Seats. For a subscription to Docusign CLM based on Seat Allowance, if Customer, through its Account Administrator, adds more Authorized Users than permitted under the Seat Allowance, then Customer shall be charged for one additional Seat for each additional Authorized User for the remainder of the Term on a pro rata basis, calculated based on the amount of time remaining in the Term, at the then-current list price for Users of the applicable subscription type (or such other amount as may be specified on the Order Form). Such charges would be immediately due and payable at the time the additional Authorized User(s) was added.

(b) eDocuments. For a subscription to Docusign CLM based on Document Count, if Customer holds or processes eDocuments in Docusign CLM in excess of the permitted Document Count specified on the applicable Order Form(s), then Customer shall be charged a per-eDocument overage fee for each eDocument held or processed in excess of the permitted Document Count at the then-current list price for the applicable subscription type (or such other amount as is specified on the Order Form). Such overage charges would be invoiced monthly in arrears.