Document Management in CLM. Read about document management in CLM. Users with access to a document can perform actions to manage the document. After a document gets uploaded to CLM, users with access to the document can manage the document.
How to Create a Contract Step 1: Set Up a Account. Step 2: Prepare Your Contract Document. Step 3: Add Recipients and Define Signing Order. Step 4: Add Fields for Recipients to Fill Out. Step 5: Customize the Email Message. Step 6: Send the Contract.
An Artist Management Agreement is used by a personal manager to contract with a recording and performing musical artist to set the terms for managing the artist's career. The manager receives a percentage of all the income generated by the artist for the management services provided.
Contracts in eSignature are stored indefinitely, unless the account has document retention set up, which will purge the envelope documents after a specified period of time.
Perform a Basic Search to Locate Relevant Contracts in Insight Log in to Insight. Locate the search bar from the top of either the Dashboard view or the Contracts view. Select the Search for contracts text-entry field.
Perform a Basic Search to Locate Relevant Contracts in Insight. Specify Keywords, Identifiers, or Strings to Search for Contracts. The Guided Search Panel (Components, Filters, Options) Use the Guided Search 'Text Search Within # Words' Search Option to Locate Contracts. Saved Searches.
On your homepage, you will see a box titled Envelope Status in the top left corner. Towards the bottom of the box, you'll see Completed. Click on that to go to a folder of all your completed documents. You can also access that directory by clicking on the Manage tab at the top of your screen.
From the Document View panel, select DOWNLOAD to download the original contract or to export labels and label values for the selected contract. Available options display: After selecting an option, the download begins. Once completed, downloaded files are available from the Notification Center.