This article covers the following:
- Inviting and Communicating with Your Team
- Managing Attachments on a Contract
- Manually Signing a Contract
- Using DocuSign to Execute a Contract
Inviting and Communicating with Your Team in CLM
Chief Negotiators and other Leads can invite internal users to collaborate on a contract. Invited users can comment and redline at the clause level. Each edit or comment becomes a Discussion item.
Roles
You can assign invitees one of two roles:
| Permission | Lead | Reviewer |
|---|---|---|
| Invite additional users to the document | ✓ | ✓ |
| Create internal discussions | ✓ | ✓ |
| Create external discussions and posts* | ✓ | X |
| Create internal posts in internal discussions | ✓ | ✓ |
| Post in external discussions** | ✓ | ✓ (internal-only visibility) |
| Accept proposed text changes (redlines) | ✓ | X |
| Close discussions that do not involve text changes | ✓ | ✓ |
| Close internal and external discussions | ✓ | X |
| Make edits and redlines visible internally | ✓ | ✓ |
* External discussions can be seen by the counterparties.
** Reviewers may be able to post in external discussions, but their posts are not visible to counterparties (internal-only).
Inviting Users to a Contract
- Find the in-progress document.
-
Click Share.
A window displays to add users to the contract.
-
Select a user or team. Or, type a user's email address.
Only use the Share button for users internal to your organization.
- Choose Reviewer or Lead roles for each user or team.
- Optional: Click Add a note and enter a note for invitees.
- Click Send.
Once internal collaborators are invited, the contract moves from Draft stage to Review stage.
Managing Attachments on a Contract
You can attach many file types (Excel, PDFs, images, etc.) to keep supporting materials with the contract. Examples include surveys, collateral images, or addenda.
Not all users have permission to add, view or delete attachments. Contracts in a “completed” state may not allow new attachments (depending on configuration/stage).
- Find the contract.
- Click +New Document.
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Select the Upload attachment tab.
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Add your attachment.
Attached files are found at the bottom of the contract.
You can download or delete the attached document by hovering over its name.
Manually Signing a Contract
There are two primary signing methods:
Using an integration (e.g., DocuSign or Adobe Acrobat Sign)
Manual signing: download, wet sign, and upload the executed copy back to CLM
If you sign manually, CLM needs to know so the contract can be tracked and managed correctly.
If Your Chief Negotiator Initiates Signing
-
Change the document stage to Sign at the top of the document window.
- If prompted to choose a signing method:
- Select Sign Manually.
- If there is no integration available, confirm by clicking Start.
- The contract downloads to your computer.
- Print/sign and send to the counterparty for signature (outside CLM).
- When the fully signed version is returned:
- Upload the signed document back into CLM.
- Click Complete Sign to finalize the signing step.
- If you need to stop the signing process, click Void Sign.
If the Counterparty Initiates Signing
The counterparty clicks Ready to Sign in CLM (visible to them).
-
The Chief Negotiator receives an email and can open the document using Review Contract in the email.
Follow the same steps as above to sign manually.
Using DocuSign to Execute a Contract
If your organization has DocuSign configured:
When the contract is ready to sign, select DocuSign as the signing method.
Confirm in the CLM prompt by clicking DocuSign again.
You are redirected to the DocuSign website to set up and send the envelope. Follow DocuSign prompts.
All parties receive DocuSign email invitations and sign via Review Document in the DocuSign email.
After all signatures are complete, you receive a completion email. Click Manage Contract to open the contract in CLM in the Signed stage.
Complete any required post-execution information to move the contract to the Managed stage (under Executed Contracts).