Getting Started

Welcome Your Experience

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.

1 Understand DocuSign CLM

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

 

Watch this video to dive deeper into CLM:

2 Take a CLM Course

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:

3 Create a Process Flow Diagram

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.

4 Learn about Template Mapping and Markup

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.

5 Create an Additional Admin Account

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:

6 Explore External Systems to Connect with CLM

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.

7 Learn about the Salesforce Integration

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.

8 Engage with Additional CLM Resources

Engage with Additional CLM Resources

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

 

Watch this video to dive deeper into CLM:

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:

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

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.