DocuSign CLM: Automate Manual Tasks

Course 5 of 7 in DocuSign CLM: Administration

Learn how to use eForms, Smart Rules, and Document Generation to automate tasks in DocuSign CLM.

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About this course

Self-Paced
Language: English
Estimated time: 45 minutes

This course describes how to gather information and attach documents using eForms, trigger actions based on Smart Rules, and create documents from merged information using Document Generation.

About this course

Self-Paced
Language: English
Estimated time: 45 minutes

This course describes how to gather information and attach documents using eForms, trigger actions based on Smart Rules, and create documents from merged information using Document Generation.