The request for a contract is the starting point for the preparation of this document! and it also plays a decisive role in the rest of the stages of the life cycle of an agreement.
Docusign CLM is a tool capable of optimizing the entire application process! ensuring data accuracy and reducing execution times.
To learn how to use DocuSign CLM and ensure that this process can be executed efficiently and without complications! we invite you to continue reading. In the following lines we will show you how to configure your account and make the request for any type or classification of contracts .
What is Docusign CLM
Contract Lifecycle Management (CLM) software is a digital solution designed to turkish whatsapp number facilitate the creation! administration and execution of contracts.
Docusign CLM is packed with functionality. Its goal is to automate contractual processes from start to finish! from requesting and drafting to following up after the deal is closed.
Some of its most notable features are:
- Allows everyone to review! comment! make changes! or assign tasks to the document from a single shared location.
- It offers the possibility of digitally signing from anywhere through tools such as
Docusign eSignature - Provides pre-configured templates in which the system automatically enters the necessary data.
- It provides great visibility into the process so that those involved can know what changes were made to the document! who made them! and why.
How to start a contract request?
Contract request refers to the process in which a user generates a first version of this document in order to request its review! approval and signature.
In Docusign CLM! it is possible to make these requests quickly and easily! thanks to the use of templates previously created by the administrator user! so if there is no template for the type of agreement you want! you must contact the administrator.
To prepare it! the administrator must follow these steps:
- Enter the Admin section and select the Create Format option.
- Enter the name of the template and click Next.
- Open the Actions menu! configure everything you consider necessary for the contract form and save it.
In this configuration! the administrator will be able to define aspects such as the date format! the applicable clauses! the users with whom the document can be shared! among other aspects.
Once the administrator has finished creating the template! you will only need to log into your account! locate the button for generating agreements or contracts and fill in the fields that appear on the screen.
Once you have completed this procedure! you will see the first version of the contract that you can send to your superiors and! thus! finalize your application form.
Automation and approval of workflows
Workflows in Docusign CLM refer to all the stages that an agreement goes through. Because each document may require actions from different departments and different numbers of edits and revisions! workflows can vary dramatically from one another.
Just like creating contracts ! these can also be automated to avoid gaps or confusion in the procedures. This also reduces the possibility of errors and
Through the workflow! you can define what action the system takes after the facere account-substructio marketing completion of a certain task in the process. If we take one of the most common contract examples ! such as a sales agreement! this flow could look like this:
- Contract request
- Initial review
- Legal review
- Financial approval
- Client’s signature
- Final internal signature
- Storage and management
Through automation! the software could send the contract to the person in european union email list charge of the next phase! issue notifications! and even make decisions based on pre-set conditions.