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DocuSign CLM: Build Workflows Course Pre-Work & Training Materials
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Course Introduction 28 Min.
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Lesson 1: Create Attribute Groups and Destination Folders 26 Min.
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Lesson 2: Document Generation 66 Min.
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Lesson 3: Create eForm 10 Min.
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Lesson 4: Create a Workflow 93 Min.
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Lesson 5: Apply Attributes to the Contract 39 Min.
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Lesson 6: Add Human Steps to a Workflow 53 Min.
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Lesson 7: Create Workflow Reports 15 Min.
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Lesson 8: Apply Flow Control Using Engine and Human Steps 25 Min.
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Lesson 9: Build Logical Paths and Exception Handling 30 Min.
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Lesson 10: Send a Document for DocuSign eSignature 45 Min.
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Lesson 11: Export a Workflow 6 Min.
DocuSign CLM: Build Workflows (Recorded)
Kurs 5 von 20 in Agreement Cloud Expert | Technical Customer Success Manager: Bronze CLM
Learn how to automate contract lifecycle management using DocuSign CLM to build workflows.
Self-Paced
Language: English
Estimated time: 7 hours 16 minutes
This course shows you how to use DocuSign CLM to configure a contract management solution that includes merging documents using CLM-generated XML data. Generated documents go through human and automated steps for editing, approval, and signature. Work along with a recording of a DocuSign University product trainer as you learn how to build a workflow, create and configure resources, build reports, and test the workflow.
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.