Get Started with Docusign Contract Lifecycle Management (CLM)
Welcome! If you’re here, you're likely playing a key role in the implementation of your organization’s Docusign Contract Lifecycle Management (CLM) solution. We've created this 8-step interactive checklist to get you prepared for your upcoming implementation engagement.
Ready to dive in? Let’s go.
Understand Docusign CLM
Your Docusign Contract Lifecycle Management (CLM) platform will simplify, organize, and automate your contracts’ lifecycle, all in one place.
With Docusign’s CLM solution, your organization can experience awesome benefits, including:
- Simplified and standardized document creation
- Enhanced collaboration with team members and customers
- Customized and configured workflows
- Seamless integration with Docusign eSignature
- Faster and easier searching for completed agreements
Take a CLM Course
Let’s ensure you’re all set up to become a CLM pro! If you’re an administrator in your team, we offer two styles of online learning:
The Docusign University Course is a live instructor-led certification. This is a part of a paid subscription. If you don’t have access, contact your account manager.
The Self-Paced Learning Plan is complementary and allows you to learn at your own pace.
Create a Process Flow Diagram
If you already have a process for agreements, your CLM implementation is a great time to look for areas to improve. If not, we have a great resource to help you create one.
To prepare for your engagement, use our guide to learn how to create a current and proposed future state process flow for your implementation.
Learn about Template Mapping and Markup
Template Markup and Mapping are two critical functions of CLM that you’ll need to understand. Before your engagement, check out our videos and step-by-step guide to help you prepare an outline of a markup and mapping template for document generation.
Create an Additional Admin Account
It’s a CLM best practice to make sure someone else on the team has access to your account for backup. Pick an additional administrator on the team and create their account right away.
Browse this guide to set up your additional CLM administrator and user accounts:
Explore External Systems to Connect with CLM
CLM can integrate with the other tools and tech you rely on everyday.
Before your CLM implementation, check out which tools and systems you can integrate with CLM using our handy guide. Identify which external systems are already used in your organization and learn about how easy it is to connect them to your CLM solution.
Learn about the Salesforce Integration
Did you know that you can integrate your Docusign CLM solution with Salesforce to create and manage agreements without ever leaving Salesforce? It’s true!
This guide walks you through integration of Docusign CLM for Salesforce through Apps Launcher.
An integration with Salesforce is not required to use CLM.
Engage with Additional CLM Resources
Admin Community
There are additional resources to help you out with Docusign CLM. Our Docusign CLM community will have answers to most of your questions. Check it out.
Visit CLM Central
CLM Central in the Docusign Knowledge Market is a great place to find additional resources.
Enable your Organization
Once you've implemented Docusign CLM, share this course with others in your organization to help them get started.
Understand Docusign CLM
Your Docusign Contract Lifecycle Management (CLM) platform will simplify, organize, and automate your contracts’ lifecycle, all in one place.
With Docusign’s CLM solution, your organization can experience awesome benefits, including:
- Simplified and standardized document creation
- Enhanced collaboration with team members and customers
- Customized and configured workflows
- Seamless integration with Docusign eSignature
- Faster and easier searching for completed agreements
Take a CLM Course
Let’s ensure you’re all set up to become a CLM pro! If you’re an administrator in your team, we offer two styles of online learning:
The Docusign University Course is a live instructor-led certification. This is a part of a paid subscription. If you don’t have access, contact your account manager.
The Self-Paced Learning Plan is complementary and allows you to learn at your own pace.
Create a Process Flow Diagram
If you already have a process for agreements, your CLM implementation is a great time to look for areas to improve. If not, we have a great resource to help you create one.
To prepare for your engagement, use our guide to learn how to create a current and proposed future state process flow for your implementation.
Learn about Template Mapping and Markup
Template Markup and Mapping are two critical functions of CLM that you’ll need to understand. Before your engagement, check out our videos and step-by-step guide to help you prepare an outline of a markup and mapping template for document generation.
Create an Additional Admin Account
It’s a CLM best practice to make sure someone else on the team has access to your account for backup. Pick an additional administrator on the team and create their account right away.
Browse this guide to set up your additional CLM administrator and user accounts:
Explore External Systems to Connect with CLM
CLM can integrate with the other tools and tech you rely on everyday.
Before your CLM implementation, check out which tools and systems you can integrate with CLM using our handy guide. Identify which external systems are already used in your organization and learn about how easy it is to connect them to your CLM solution.
Learn about the Salesforce Integration
Did you know that you can integrate your Docusign CLM solution with Salesforce to create and manage agreements without ever leaving Salesforce? It’s true!
This guide walks you through integration of Docusign CLM for Salesforce through Apps Launcher.
An integration with Salesforce is not required to use CLM.
Engage with Additional CLM Resources
Admin Community
There are additional resources to help you out with Docusign CLM. Our Docusign CLM community will have answers to most of your questions. Check it out.
Visit CLM Central
CLM Central in the Docusign Knowledge Market is a great place to find additional resources.
Enable your Organization
Once you've implemented Docusign CLM, share this course with others in your organization to help them get started.