EraCLM User Guide
EraCLM user guide explains all the functions you can perform in EraCLM , general concepts, how to perform different actions according to your role, how to collaborate with other people, among other features. This user guide lets you take advantage of EraCLM's functionalities.
Table of Contents
- Getting Started with EraCLM
- How to Create an Agreement
- How to Assign Teams and User Roles
- How to Submit a Request
- How to Create a Record
- How to Review Your Agreement Status
- Timelines
- SoftDelete
- How to Review and Negotiate Your Agreements
- Reviewing, Accepting, and Rejecting Changes in a Document
- Showing History of Agreement Changes
- How to Work With the Counterparty Offline
- EraCLM MS Word Add-in
- How to Use the EraCLM Add-in for Microsoft Word
- How to Attach Files to Your Agreements
- How to Complete an Agreement Manually
- How to Configure Your Agreement in DocuSign
- How to Cancel an Agreement and Withdraw from a Negotiation
- How to Send Reminders to Counterparties
- How to Use Queues
- Login and Password Recovery
- Understanding the Deviation Report
- Integration With Third-Party Apps
- How to use the EraCLM-Salesforce Integration
- Appendix A: Contract Editor
- Appendix B: "Start New Document" Dialog Box Options
See EraCLM Concepts Guide to review concepts and terminology used within EraCLM.