Pages

Quick Start Video 2:

1. Getting Started

1. Introduction to Contract Management

2. Concepts

1. Terminologies
2. Contract Lifecycle Management (CLM)

3. Users Guide

3.1. Login using Password
3.2. Login using Multi Factor Authentication (MFA)
3.3. Forgot Password
3.4. Dashboard
3.5. Contract Repository
a. Manage Requests
b. Advanced Search
c. Manage Contracts
a. Quick Create Document
b. Create New Spreadsheet (Live Editor Feature)
c. Edit File Online (Live Editor Feature)
d. Share File (Live Editor Feature)
e. Edit Contract
f. Sent For Internal Review
g. Sent For Manual Signature
h. Sent For Signature
i. Cancel Contract
j. Purge Contract
k. Create Amendment
d. Create Contract
e. Contract Types
f. Custom Field Form
g. Contract Templates
h. Contracting Party
i. Contracting Party Type
j. Contract Clauses
1. Clause Library
2. Clause Category
k. Approval Workflow
l. Import Contracts
1. Basic Import
2.Import Contracting Party
3. Import Status
m. Export Metadata & Contracts
n. Contract Lifecycle Management (CLM) Stage and Status
o. Create Amendment
3.6. Analytics & Reports
3.7. Control Panel
1. Change Password
3.8. Electronic Signature

4. Administrators Guide/ Organization Settings

1. Department
2. Location
3. Permission Schemes
4. Role
5. User
6. Group
7. Company profile
8. Manage Configurations

5. Knowledge Base, Standard Operating Procedures (SOP) and Trouble Shooting

1. Browser Settings (Example : Internet Explorer 11) for best user experience
2. Custom email sender address configuration in CMx Cloud/On Premise
3. Field Definitions
1. Create/Edit Contract

6. Product Support

7. Supported Platforms and Environments

8. Notifications and Alerts

Customize Notification Emails By Configuration
Custom SMTP Email - From Address

9. How to...

a. How to work on Manage Contracts in CMx ?
b. How to Create Contract in CMx ?
c. How to Delete a Contract ?
d. How to do Advanced Search in CMx ?
e. How to Import Contracts to CMx ?
f. How to Export Contracts from CMx ?
g. How to Restrict Access At Contract Level ?
h. How to Sent a Contract for Internal Review ?
i. How to Create/Update/Delete Approval Workflow ?
j. How to Create/Edit/Delete Contract Types ?
k. How to Create/Edit/Delete Custom Field Form ?
l. How to Add/Edit/Delete Contracting Party ?
m. How to set up Contracting Party Type in CMx ?
n. How to Set up a Contract Template in CMx ?
o.How to Access Clause Library ?
p. How to work on Clause Category ?
q. How to Create/Update/Delete a Department ?
r. How To Create/Update/Delete Locations in CMx ?
s. How to Setup a new user in CMx ?
t. How to set Roles for Users ?
u. How to Manage Permission Schemes in CMx ?

10. Generate Contract

11. CMx Default Editor

1. Editor Shortcuts

CMx Word Authoring Plugin

Language Support

Shared links