DocuSign CLM: Administration
In this series, learn how to set up and administer an efficient DocuSign CLM environment.
Throughout the courses in this Learning Plan, you will master the essential tools, techniques, and best practices for setting up an efficient CLM environment. You will also learn the basics of automating routine manual tasks to speed up work and create the foundation for workflow development.
The courses in this learning plan are based on DocuSign CLM (not DocuSign CLM.CM). For training on DocuSign CLM.CM, see DocuSign CLM.CM: Administration.
DocuSign CLM: Introduction
Learn how DocuSign CLM automates the contract management lifecycle.
FREE
20 min
DocuSign CLM: Navigate the User Interface
Learn how to log in to DocuSign CLM, navigate and configure settings, and manage users.
FREE
40 min
DocuSign CLM: Manage Folders and Documents
Learn how to manage folders and documents in a DocuSign CLM repository.
FREE
40 min
DocuSign CLM: Apply Attributes and Use Search
Learn how to manage document metadata and search for content in DocuSign CLM.
FREE
15 min
DocuSign CLM: Automate Manual Tasks
Learn how to use eForms, Smart Rules, and Document Generation to automate tasks in DocuSign CLM.
FREE
45 min
DocuSign CLM: Create Reports
Learn how to create, manage, and use DocuSign CLM reporting.
FREE
30 min
DocuSign CLM: Customize, Integrate, and Deploy
Learn how to customize the DocuSign CLM user interface, integrate applications, and deploy packages.
FREE
20 min