Call : (+91) 968636 4243
Mail : info@EncartaLabs.com
EncartaLabs

DocuSign CLM - Build Workflows

( Duration: 3 Days )

This DocuSign CLM - Build Workflows training course provides the skills to build a cohesive and efficient workflow across the DocuSign CLM platform to accelerate your agreement generation processes. This course covers in detail on how to use the DocuSign CLM workflow process designer to configure simple to complex workflows.

COURSE AGENDA

►

Day 1

  • Implement workflow basics which include action automation, declaring workflow variables, publishing and validating workflows, and troubleshooting workflow issues
►

Day 2

  • Create a contract management solution that includes merging documents using DocuSign CLM generated XML data, setting document metadata, leveraging human workflow tasks for editing/approving documents, sending of documents for electronic signatures, and initiating the workflow processes
►

Day 3

  • Leverage decision steps, human steps, as well as a variety of workflow initiation methods
  • Utilize looping behavior/steps, finding documents by metadata, processing multiple documents at once, and more
  • Understand and apply Contract Management Lifecycle best practices

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

Top
Notice
X