Docusign CLM Essentials: End Users
In this series, learn how to navigate, generate, and complete agreements as end users in CLM Essentials, including Salesforce.
Throughout the courses in this Learning Plan, you will learn how to get started in CLM Essentials through the Salesforce integration, as well as CLM Essentials standalone, as an end user. You will master the steps to complete the agreement lifecycle including generating, viewing, and acting on agreements through 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: Generate, View, and Act on Agreements
Learn how to generate, view, and act on agreements in CLM Essentials.
KOSTENLOS
25 Min.
Docusign CLM Essentials with Salesforce: Generate, View, and Act on Agreements
Learn how to generate, view, and act on agreements in Salesforce through the integration with CLM Essentials.
KOSTENLOS
15 Min.
Docusign CLM Essentials: Complete the Agreement
Learn how to route and complete an agreement in CLM Essentials.
KOSTENLOS
30 Min.