Description

TABLE OF CONTENT

1 . Introduction to DocuSign CLM

Overview of Contract Lifecycle Management
Importance of CLM in Business
DocuSign CLM Features and Benefits

2 . Getting Started with DocuSign CLM

Account Setup and Configuration
User Roles and Permissions
Navigating the DocuSign CLM Interface

3 . Creating Contracts

Drafting and Authoring Contracts
Templates and Template Management
Version Control and Document History

4 . Workflow Automation

Configuring Approval Workflows
E-signatures and Digital Signatures
Automated Notifications and Reminders

5 . Contract Repository and Management

Document Storage and Organization
Search and Retrieval of Contracts
Security and Access Control

6 . Collaboration and Communication

Real-time Collaboration on Contracts
Comments and Annotations
Integration with Communication Tools

7 . Reporting and Analytics

Tracking Contract Status and Progress
Generating Reports and Dashboards
Monitoring Key Metrics

8 . Integration with Other Systems

Integration Options and APIs
Connecting DocuSign CLM with CRM and ERP Systems
Data Synchronization