Party Management Basics for Docusign CLM

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.

Click here to watch the video!

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)

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Can we create custom fields under Party? Like Vendor Contact, Vendor Email, Vendor Address etc?

Not specifically for Parties, but you can create Custom Attribute Groups at any time and tag those to your Party documents, as well, and they function largely the same. Here’s a walkthrough for how to do it.

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

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