APTTUS Contract Lifecycle Management
Contract Lifecycle Management Training at Ecorptrainings will let you gain knowledge on a basic understanding of the Contract Lifecycle Management Functionality an overview of the process of contract lifecycle management. The Training is designed to Create Contract and Binder Templates, an overview of the process of contract management, CLM Enhancements, Enabling and Configuring User-Defined Objects, Understand Add-On Tools such as BI Query Editor, Identify and apply effectively the various contract management activities. This course also helps to learn SRM Integration, Standard Flow vs Non-Standard Flow, 3 types of Merge Fields, Smart Attributes, Cycle Time Reporting. After taking this course participants will be able to plan, configure the CLM environment.
Duration: 30hrs
Course Content:
- Background
- Apttus and Salesforce
- Object Model
- Terminology
- Document Output Format, Protection, Template
- Selection
- Standard Flow vs Non-Standard Flow
- Record Types, Fields, Action Section
- Wizard
- Smart Clauses
- Modify/Insert/Delete Clauses
- Marking and Promoting
- Capturing Merge events Updating Header/Footer
- Data Submit Merge Call Action
- Automating Final Document settings
- Where do Templates fit
- Within Salesforce
- Within MS Word
- Formatting and Locale
- Smart Attributes
- Clauses/Sections
- Conditional Logic
- Track changes
- Check-In/Check-Out
- Reconciliation
- Cycle Time Reporting
- Automating content search