DocuSign CLM+: Administration

In this series, learn how to set up and administer an efficient DocuSign CLM+ environment.

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Throughout the courses in this Learning Plan, you will master the essential tools, techniques, and best practices for setting up an efficient CLM+ environment. You will also learn the basics of automating routine manual tasks to speed up work, create the foundation for workflow development, and perform risk analysis and mitigation using DocuSign Analyzer and DocuSign Insight.

DocuSign CLM+: Introduction
Learn how DocuSign CLM+ delivers intelligence and analytics across the entire contract lifecycle.
KOSTENLOS
30 Min.
Self-paced Free for all Administrator English Manage Prepare CLM+
DocuSign CLM: Navigate the User Interface
Learn how to log in to DocuSign CLM, navigate and configure settings, and manage users.
KOSTENLOS
40 Min.
Self-paced Free for all Administrator English CLM Prepare
DocuSign CLM: Manage Folders and Documents
Learn how to manage folders and documents in a DocuSign CLM repository.
KOSTENLOS
40 Min.
Self-paced Free for all Administrator English CLM Prepare
DocuSign CLM: Apply Attributes and Use Search
Learn how to manage document metadata and search for content in DocuSign CLM.
KOSTENLOS
15 Min.
Self-paced Free for all Administrator English CLM Prepare
DocuSign CLM: Configure and Use DocuSign Analyzer
Learn how to integrate DocuSign CLM with DocuSign Analyzer to perform risk analysis and mitigation.
KOSTENLOS
25 Min.
Self-paced Free for all Administrator English CLM Prepare Analyzer
DocuSign CLM: Automate Manual Tasks
Learn how to use eForms, Smart Rules, and Document Generation to automate tasks in DocuSign CLM.
KOSTENLOS
45 Min.
Self-paced Free for all Administrator English CLM Prepare
DocuSign CLM: Create Reports
Learn how to create, manage, and use DocuSign CLM reporting.
KOSTENLOS
30 Min.
Self-paced Free for all Administrator English CLM Prepare
DocuSign CLM: Customize, Integrate, and Deploy
Learn how to customize the DocuSign CLM user interface, integrate applications, and deploy packages.
KOSTENLOS
20 Min.
Self-paced Free for all Administrator English CLM Prepare
DocuSign Insight: Administration Fundamentals
Learn how to manage DocuSign Insight, including ingestion, manage users, and system monitoring.
KOSTENLOS
35 Min.
Self-paced Free for all English End User Manage Insight
DocuSign Insight: Clause Library
Learn how to configure the DocuSign Insight clause library.
KOSTENLOS
25 Min.
Self-paced Free for all Administrator English Manage Insight