Users, Roles and Permissions


    Add/Edit Users: Allows administrators to add or modify user accounts within the CLM365 system. Administrators can control access levels, roles, and permissions for each user.

    Settings

Integrations


    CLM365 Mailbox: Integration feature enabling the synchronization of emails with CLM365. It manages emails related to contracts within the system, centralizing communication for better contract tracking.

    Settings

    DocuSign:Integration with DocuSign, an electronic signature platform, allowing users to electronically sign contracts directly within CLM365, streamlining the signing process.

    Settings

Auto Numbering


    Automation feature that assigns unique and sequential numbers to contracts or requests generated within CLM365. It ensures systematic and organized identification of documents.

    Contract Auto Numbering: Specifically configures automatic numbering for contracts within the CLM365 system.

    Settings

    Request Auto Numbering: Configures automatic numbering for requests or inquiries initiated within CLM365.

    Settings

General Setting


    General Settings: Centralized settings section allowing administrators to configure various general preferences such as date formats, themes, languages, logos, and visual settings for the CLM365 interface.

    Settings

Features


    Feature: Settings related to enabling or disabling specific functionalities or features within CLM365, such as enabling business unit functionalities or modifying webpart appearances.

    Settings

Contract Field


    Contract Field: Provides the ability to add custom fields to contracts within CLM365, allowing users to tailor and include specific data fields relevant to their contract management needs.

    Settings