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Create an eForm 3 Min.
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Submit an eForm 3 Min.
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Use eForm Values in a Workflow 3 Min.
DocuSign CLM: Create and Submit an eForm
Create and submit a configuration eForm.
Self-Paced
Language: English
Estimated time: 9 minutes
This course includes a series of two- to three-minute videos summarizing key, targeted, how-to steps, and concepts covered in the DocuSign CLM: Build Workflows course. These videos serve as a quick reference guide to refresh your minds on what you would have already learned in Build Workflows.
You will review core, foundational CLM configurations such as Attributes, Smart Rules, Document Generation, eForms, Search, Reporting, and eForms, then slowly build up to workflow development. You will see demonstrations on how to complete these configurations in CLM. You will also review important workflow development topics on using variables, workflow steps, building logical paths, exception handling, and eSignature.