These videos supplement the onboarding process of new DocuSign CLM customers by reviewing key documents and tasks before project kick-off.
First, prepare for your CLM project kick-off by reviewing existing contracts, selecting which contract types to automate, and marking up information that will change for every contract or customer.
Then, watch how to document the marked-up fields on the contract by filling out a template mapping guide. The completed template mapping guide and the marked-up document template will be a blueprint for the document generation process.
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