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DocuSign CLM: Administration Course Pre-Work & Training Materials
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Course Introduction 39 Min.
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Lesson 1: Configure and Manage a CLM Account 38 Min.
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Lesson 2: Manage Groups and Users 42 Min.
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Lesson 3: Working with Folders 42 Min.
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Lesson 4: Working with Documents 62 Min.
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Lesson 5: Share Content with Others 41 Min.
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Lesson 6: Create and Use Attributes 51 Min.
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Lesson 7: Use Smart Rules to Automate Routine Tasks 35 Min.
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Lesson 8: Use Document Generation to Create New Documents 38 Min.
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Lesson 9: Customize the User Experience with Dashboards, Actions, and Navigation 22 Min.
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Lesson 10: CLM Integrations 3 Min.
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Lesson 11: Deployment: Save Account Components and Install Elsewhere 8 Min.
DocuSign CLM: Administration (Recorded)
Kurs 3 von 20 in Agreement Cloud Expert | Technical Customer Success Manager: Bronze CLM
Learn how to administer a CLM account including access levels, groups, users, folders, and documents.
Self-Paced
Language: English
Estimated time: 7 hours 1 minute
This course shows you how to perform the functions that are the responsibility of CLM administrators. Work along with a recording of a DocuSign University product trainer as you learn how to manage users, groups, account-wide settings, and applying best practices when creating folder structures and sharing documents. You also learn to employ automation such as Attributes, Smart Rules, Document Generation to streamline manual processes.
Pre-work: You must have a DocuSign CLM account with administrator membership to complete the hands-on activities for this course. If you do not already have an account, contact your manager or Partner Success Manager to obtain an account.
This course is a paid customer offering. These recordings are provided for internal employees and partners only for enablement. Do not share the downloadable files or recordings with customers. Customers may sign up to attend the live course by accessing the public schedule.