Getting Started

Welcome Your Experience

Get Started with DocuSign CLM

Prior to your CLM engagement, these resources will help you to not just install CLM, but understand the major areas that will prepare you to get started.

 

This checklist will enable you to learn about how to create and optimize your workflows, saving time to prepare, act on, and manage agreements. Your CLM implementation will accelerate the pace of doing business, increasing compliance and improving employee and customer experience.

1 Get a CLM Overview

Get a CLM Overview

To prepare for your implementation engagement, get an overview of the basics and learn about CLM in the following steps of the checklist. Our CLM course is part of a paid subscription, but if you want to learn at your own pace, check our complimentary CLM self-paced learning plan.

2 Create a Process Flow Diagram

Create a Process Flow Diagram

All agreements that your organization currently generates and reviews have a process associated as they are prepared, acted upon, signed and managed. As an exercise, use the guide to understand how to map out your process, setting the foundation for your implementation.

3 Template Mapping and Markup

Template Mapping and Markup

In these videos, learn how to use markup and map a template for Document Generation. This will provide you with an explanation of these features as well as examples of how to use them.

Best Practice

To continue exploring this feature, read the step-by-step guide of how to prepare your template map for implementation.

4 Create an Additional Admin Account

Create an Additional Admin Account

Identify and create an additional administrator account for your CLM team. Enable CLM to not be tied to just one admin, allowing you to have a backup account.

Identify Your Administrator

Be sure to identify your administrator in advance to your project kick-off with the CLM Pre-Implementation team.

5 Identify External Systems to Connect with CLM

Identify External Systems to Connect with CLM

In order to connect external systems with CLM, learn and understand about connected applications to choose which one works best for your organization. In your implementation engagement, you will identify external systems you would like to connect to your CLM.

6 Learn about the Salesforce Integration

Learn about the Salesforce Integration

DocuSign CLM for Salesforce allows you to create and manage agreements without having to leave Salesforce. Through Apps Launcher, you can integrate DocuSign CLM for Salesforce.

Integration with Salesforce is not required. 

7 Additional CLM Resources

Additional CLM Resources

Get a CLM Overview

To prepare for your implementation engagement, get an overview of the basics and learn about CLM in the following steps of the checklist. Our CLM course is part of a paid subscription, but if you want to learn at your own pace, check our complimentary CLM self-paced learning plan.

Create a Process Flow Diagram

All agreements that your organization currently generates and reviews have a process associated as they are prepared, acted upon, signed and managed. As an exercise, use the guide to understand how to map out your process, setting the foundation for your implementation.

Template Mapping and Markup

In these videos, learn how to use markup and map a template for Document Generation. This will provide you with an explanation of these features as well as examples of how to use them.

Best Practice

To continue exploring this feature, read the step-by-step guide of how to prepare your template map for implementation.

Create an Additional Admin Account

Identify and create an additional administrator account for your CLM team. Enable CLM to not be tied to just one admin, allowing you to have a backup account.

Identify Your Administrator

Be sure to identify your administrator in advance to your project kick-off with the CLM Pre-Implementation team.

Identify External Systems to Connect with CLM

In order to connect external systems with CLM, learn and understand about connected applications to choose which one works best for your organization. In your implementation engagement, you will identify external systems you would like to connect to your CLM.

Learn about the Salesforce Integration

DocuSign CLM for Salesforce allows you to create and manage agreements without having to leave Salesforce. Through Apps Launcher, you can integrate DocuSign CLM for Salesforce.

Integration with Salesforce is not required. 

Additional CLM Resources

Need extra help?

Support Center

Need additional support? Submit a ticket here, or search the Support Center for how-to guides.

CLM Central

To explore more use cases and best practices, visit Knowledge Market's CLM Central. 

CLM Community

Learn from your fellow admins about CLM, and ask questions you need answered within the community.

CLM Video Library

Explore our CLM Video Library to understand more about CLM, and what areas to learn about after CLM is implemented.