DocuSign CLM: Administration

Learn how to administer a CLM account including access levels, groups, users, folders, and documents.

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About this course

Please note that this is a paid course. You can either purchase a single seat for the course (prices below), or purchase our Campus Pass Team subscription (see prices here).

If you are a Campus Pass Subscriber, you are not required to pay, simply click Enroll.

If you purchased a single seat or to request access to the course, click Fill out Request form and your request will be processed within 1 business day. 

Course Price (per person):

  • $1,700 USD
  • €1,600
  • £1,382.50
  • $2,255 AUD

This course is for any DocuSign CLM Administrator or Workflow Developer who would like to learn how to manage users, configure account-wide settings, manage folders and documents, and employ automation. There are no prerequisites for this course; however, participants should have a basic understanding of content life cycle management, and especially how it applies to their organization.

See Course Agenda for more details.

The environment used for demos and activities in this course is DocuSign CLM, not DocuSign CLM.CM. However, the differences in the DocuSign CLM and DocuSign CLM.CM interfaces are outlined in the course appendix.

Note: Registration for this course will be closed 10 days prior to the start of the course. See our Cancellation policy.

Please note that when you sign up for the course, you will need to select all sessions (days) of the course to ensure you are registered for the course in its entirety.  You must sign up for consecutive sessions.

Curriculum

  • Day 1
  • DocuSign CLM: Administration Day 1
  • Day 2
  • DocuSign CLM: Administration Day 2
  • DocuSign CLM: Administration Training Materials
  • DocuSign CLM: Administration Training Materials

About this course

Please note that this is a paid course. You can either purchase a single seat for the course (prices below), or purchase our Campus Pass Team subscription (see prices here).

If you are a Campus Pass Subscriber, you are not required to pay, simply click Enroll.

If you purchased a single seat or to request access to the course, click Fill out Request form and your request will be processed within 1 business day. 

Course Price (per person):

  • $1,700 USD
  • €1,600
  • £1,382.50
  • $2,255 AUD

This course is for any DocuSign CLM Administrator or Workflow Developer who would like to learn how to manage users, configure account-wide settings, manage folders and documents, and employ automation. There are no prerequisites for this course; however, participants should have a basic understanding of content life cycle management, and especially how it applies to their organization.

See Course Agenda for more details.

The environment used for demos and activities in this course is DocuSign CLM, not DocuSign CLM.CM. However, the differences in the DocuSign CLM and DocuSign CLM.CM interfaces are outlined in the course appendix.

Note: Registration for this course will be closed 10 days prior to the start of the course. See our Cancellation policy.

Please note that when you sign up for the course, you will need to select all sessions (days) of the course to ensure you are registered for the course in its entirety.  You must sign up for consecutive sessions.

Curriculum

  • Day 1
  • DocuSign CLM: Administration Day 1
  • Day 2
  • DocuSign CLM: Administration Day 2
  • DocuSign CLM: Administration Training Materials
  • DocuSign CLM: Administration Training Materials