Description:

Are you looking for a way to better organize your agreements in Docusign CLM? Want to quickly be able to calculate your total contractual commitment to different customers and vendors, using the Party Management capability in Docusign CLM? Check out this Trainer Tip video by Docusign University’s Matt Farler for a quick explanation of what Party Management is all about, and how to get started by adding parties to your account, both individually and in bulk.

Key Takeaways:

• Agreements across your account can be organized by Party, leading to several organizational benefits
• Admins can create parties on an account, either individually or in bulk
• Adding parties automatically creates a folder for them in the account’s Parties folder
• Users can directly associate agreements with existing parties

Additional Resources:

• Learn more about the benefits of adding parties in our free self-paced course available on Docusign University
•  To get a comprehensive training on being a CLM Administrator, please sign up for our 2-day CLM Administration Deep Dive course (requires Campus Pass)