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](2.png)
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](3.png)
DocuSign:Integration with DocuSign, an electronic signature platform, allowing users to electronically sign contracts directly within CLM365, streamlining the signing process.
![Settings](4.png)
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](5.png)
Request Auto Numbering: Configures automatic numbering for requests or inquiries initiated within CLM365.
![Settings](7.png)
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](8.png)
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](9.png)
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](10.png)