CMx - Contract Experience - Contract Management / Automation Software - Help Documentation
Quick Start Video 1: Quick Start Video : Click HERE :
https://screencast-o-matic.com/watch/cYfnra4mob
Quick Start Video 2:
Table of Contents
10. Generate Contract
11. CMx Default Editor
1. Getting started
2. Concepts
3. Users Guide
- 3.1. Login using Password
- 3.2. Login using Multi Factor Authentication (MFA)
- 3.3. Forgot Password
- 3.4. Dashboard
- 3.5. Contract Repository
- a. Manage Requests
- b. Advanced Search
- c. Manage Contracts
- d. Create Contract
- e. Contract Types
- f. Custom Field Form
- g. Contract Templates
- h. Contracting Party
- i. Contracting Party Type
- j. Contract Clauses
- k. Approval Workflow
- l. Import Contracts
- m. Export Metadata & Contracts
- n. Contract Lifecycle Management (CLM) Stage and Status
- o. Create Amendment
- 3.6. Analytics & Reports
- 3.7. Control Panel
- 3.8. Electronic Signature
4. Administrators Guide/ Organization Settings
- 1. Department
- 2. Location
- 3. Permission Schemes
- 4. Role
- 5. User
- 6. Group
- 7. Company profile
- 8. Manage Configurations
5. Knowledge Base, Standard Operating Procedures (SOP) and Trouble Shooting
- 1. Browser Settings (Example : Internet Explorer 11) for best user experience
- 2. Custom email sender address configuration in CMx Cloud/On Premise
- 3. Field Definitions
6. Product Support
7. Supported Platforms and Environments
8. Notifications and Alerts
9. How to...
- a. How to work on Manage Contracts in CMx ?
- b. How to Create Contract in CMx ?
- c. How to Delete a Contract ?
- d. How to do Advanced Search in CMx ?
- e. How to Import Contracts to CMx ?
- f. How to Export Contracts from CMx ?
- g. How to Restrict Access At Contract Level ?
- h. How to Sent a Contract for Internal Review ?
- i. How to Create/Update/Delete Approval Workflow ?
- j. How to Create/Edit/Delete Contract Types ?
- k. How to Create/Edit/Delete Custom Field Form ?
- l. How to Add/Edit/Delete Contracting Party ?
- m. How to set up Contracting Party Type in CMx ?
- n. How to Set up a Contract Template in CMx ?
- o.How to Access Clause Library ?
- p. How to work on Clause Category ?
- q. How to Create/Update/Delete a Department ?
- r. How To Create/Update/Delete Locations in CMx ?
- s. How to Setup a new user in CMx ?
- t. How to set Roles for Users ?
- u. How to Manage Permission Schemes in CMx ?
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Welcome to CMx Contract Management Experience Software documentation!
Here you can find all the user guides, administration guides and technical documentation for CMx Contract Experience product.
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