Note: You must be an active CLM customer to attend this class.
This instructor-led, interactive, demo-style, virtual training class reviews how all team members and counterparties work together on the same document simultaneously and securely.
Course Outline:
- Introduction & Overview
- Introducing and navigating CLM
- Invitation
- Accepting an Invitation
- Reviewing the Invitation process
- Understanding Reviews vs. Leads in CLM
- Discussions and Edits
- Reviewing Internal vs. External Discussions
- Creating and closing a Discussion
- Editing and Commenting Discussion
- Q&A and Help Resources
- Using Customer Support
- Q&A
Note: our policy is that each attendee registers for a seat in our class. You can register multiple seats during registration. This is a live, interactive session with a certified CLM trainer. We limit the number of seats to 12 to ensure that each student gets a full experience and ample opportunity to ask questions.