CLM Essentials Ingestion Requirements:Â
To prepare for your CLM Essentials implementation, you will want to explore document ingestion and how you can work with your Professional Services representative to accomplish this task. This guide will explain how to do this as part of your pre-work for your CLM Essentials implementation.
ÂCLM Essentials CSV Manifest File:
Review and download this template to come prepared for your Professional Services engagement. The CSV Manifest File helps you prepare to ingest your legacy documents into CLM Essentials to speed up the time to deploy.Â
ÂClick the link below to download the CSV Manifest and Requirements document zip file:
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