DocuSign CLM: Build Workflows Video Guides
Reinforce concepts and configurations learned from the DocuSign CLM: Build Workflow course through these quick reference videos.
Watch these 2 to 3-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.
DocuSign CLM: Use Attributes for Searches, Reports, and Workflows
Review CLM attributes and their benefits to accurately define attributes based on processes.
KOSTENLOS
12 Min.
DocuSign CLM: Configure a Smart Rule for Contract Automation
Configure a smart rule to automate the contract process.
KOSTENLOS
7 Min.
DocuSign CLM: Create a Document Generation Form
Explore other different field types and use them in the document generation form.
KOSTENLOS
11 Min.
DocuSign CLM: Create and Submit an eForm
Create and submit a configuration eForm.
KOSTENLOS
9 Min.
DocuSign CLM: Set Up a Workflow Step Using Information from Incoming Content
Start a workflow using content from document generation and using incoming content in the workflow.
KOSTENLOS
9 Min.