Docusign CLM Essentials: Administration
In this series, learn how to manage and configure CLM Essentials through the Salesforce integration and CLM Essentials standalone.
Throughout the courses in this Learning Plan, you will learn how to manage the administrative settings in CLM Essentials and configure the integration between CLM Essentials and Salesforce. You will learn how to automate your organization's agreement processes by establishing process templates and workflows in CLM Essentials.
Docusign CLM Essentials: Introduction
Learn about the features of CLM Essentials and navigate through the user interface, including the integration with Salesforce.
KOSTENLOS
30 Min.
Docusign CLM Essentials with Salesforce: Configure CLM Essentials with Salesforce
Learn how to set up the integration between your CLM Essentials account and your Salesforce organization.
KOSTENLOS
20 Min.
Docusign CLM Essentials: Manage the Process Builder and Admin Settings
Learn how to manage and view administrative settings in CLM Essentials.
KOSTENLOS
30 Min.
Docusign CLM Essentials: Build a Workflow
Learn how to create a workflow using the built-in process steps.
KOSTENLOS
20 Min.