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Apttus Contract Lifecycle Management (CLM) Training in Hyderabad

Apttus Contract Lifecycle Management (CLM) Training in Hyderabad

Apttus Contract Lifecycle Management 

Apttus Contract Lifecycle Management (CLM) Certification Training gives you the skillset you need to take charge of your Apttus solution administration and deployment.

Duration:30hrs

Course Content:

1. Contract Lifecycle Management Overview
  • Background
  • Apttus and Salesforce
  • Object Model
  • Terminology
2. Process Maintenance
  • Document Output Format, Protection, Template
  • Selection
  • Standard Flow vs Non-Standard Flow
3. Agreement Administration
  • Record Types, Fields, Action Section
4. Agreement Creation
  • Wizard
5. Clauses
  • Smart Clauses
  • Modify/Insert/Delete Clauses
  • Marking and Promoting
6. Comply System Properties
  • Capturing Merge events Updating Header/Footer
  • Data Submit Merge Call Action
  • Automating Final Document settings
7. Contract Negotiation Process
  • Where do Templates fit
8. Template Administration
  • Within Salesforce
  • Within MS Word
9. Creating a Template
  • Formatting and Locale
3 types of Merge Fields
  • Smart Attributes
10. Using the Playbook
  • Clauses/Sections
  • Conditional Logic
11. Basic Redlining
  • Track changes
  • Check-In/Check-Out
12. Smart Fields
  • Reconciliation
13. Admin Tab
  • Cycle Time Reporting
  • Automating content search