Note: You must be an active CLM customer to attend this class.
This instructor-led, interactive, demo-style, virtual training class reviews how the contract administrator manages administration tasks in CLM.
The user learns how to:
- Add Users and Teams
- Manage custom fields
- Create and edit Templates
- Understand Integrations.
Course Outline:
- Introduction & Overview
- Introducing and navigating CLM
- Users and Teams
- Managing Users in CLM
- Understanding and assigning roles
- Reviewing Teams in CLM
- Custom Fields
- Introducing Custom Fields
- Managing Custom Fields
- Templates
- Managing Templates in CLM
- Using a Template Bundle
- Integrations
- Understanding Integrations in CLM
- Q&A and Help
- 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.