Get Started with DocuSign CLM Essentials

CLM Essentials is a simple yet powerful contract lifecycle management product to organise and automate agreements all in one place. We have collected best practices to help you prepare for your CLM Essentials deployment. Please read our blog to learn how to:

• Align executive sponsors and stakeholders
• Clearly define your vision and business outcomes
• Build a strong program structure and governance model
• Empower enablement and change management for your team

Get ready for your CLM Essentials deployment with our specialised learning plan from DocuSign University for both Admins and Users. This interactive resource runs through key features, use cases and administrator capabilities⁠—helping your team build foundational knowledge and expertise.

Allow your users to view and upload contracts, capture data, and manage agreements per party. In CLM Essentials, a party is any organisation or collaborator that you engage with via agreements. These key resources help you become familiar with how you can populate your repository with existing parties.

Instructions:

• Log in to your CLM Essentials account
• Click the gear icon in the upper right
• Select Parties from the dropdown menu
• Instructions in the product will be provided to download the Parties CSV file
• Start adding your parties to the CSV file

With CLM Essentials, you will want to identify your legacy documents and prepare them for migration (also referred to as “Ingestion”) into your CLM repository by defining key data points about those documents. Your Professional Services Implementation team will review your files for metadata ingestion of legacy agreements. A template will be provided to you on the Admin page.

Here are some examples of common tags:

• Agreement Name
• Party Name
• Type
• Effective Date
• Expiration Date
• Contract Value
• Requestor Name

To prepare your organisation for your Professional Services engagement, it's critical to identify your document templates that will be automated in CLM Essentials.

A template map and mark-up is part of document generation in CLM Essentials. A template map is a spreadsheet of all your document fields, field types, and their applicable template(s). This should include fields you want to put in the template to leverage in your implementation.

Marking up your document templates with comments for desired field locations helps to ensure an expedient implementation. After completing this step, you can develop the best workflows to address your use cases.

Learn how to use the new process builder in DocuSign CLM Essentials to create a process for document generation and approval of agreements.

Administrators can create customisable processes to automate and streamline agreements through workflows. This guide will cover the creation of a process in Process Builder by uploading a document template.

CLM Essentials seamlessly integrates with Salesforce so you can simply sign in and get contracts moving right from the Salesforce interface.

In our guide you will learn how to:

• Install Apps Launcher
• Connect Salesforce to a DocuSign Account
• Configure Admin Settings
• Set up User Management Page
• Map Salesforce Objects to CLM Essentials