Contract Lifecycle Management Training

 >>  Contract Lifecycle Management Training

Contract Lifecycle Management Training


 (4.9) | 670 Ratings


Introduction


Contract Lifecycle Management Training Details
Track Regular Track Weekend Track Fast Track
Course Duration 30 Hrs 8 Weekends 5 Days
Hours 1hr/day 2 Hours a day 6 Hours a day
Training Mode Online Classroom Online Classroom Online Classroom
Delivery Instructor Led-Live Instructor Led-Live Instructor Led-Live


Course Curriculum

Contract Lifecycle Management Overview

  • Background
  • Apttus and Salesforce
  • Object Model
  • Terminology
  • Agreement Administration
  • Record Types, Fields, Action Section

 Process Maintenance

  • Document Output Format, Protection, Template
  • Selection
  • Standard Flow vs Non-Standard Flow

Agreement Creation

  • Wizard
  • Contract Negotiation Process
  • Where do Templates fit

Template Administration

  • Within Salesforce
  • Within MS Word

Creating a Template

  • Formatting and Locale
  • 3 types of Merge Fields
  • Smart Attributes

Using the Playbook

  • Clauses/Sections
  • Conditional Logic

Basic Redlining

  • Track changes
  • Check-In/Check-Out
  • Smart Fields
  • Reconciliation

Clauses

  • Smart Clauses
  • Modify/Insert/Delete  Clauses
  • Marking and Promoting

Doc Assembly Rules

Comply System Properties

  • Capturing Merge events Updating Header/Footer
  • data Subm it Merge Call Action
  • Automating Final Document settings

Admin Tab

  • Cycle Time Reporting
  • Automating content search

Retention Policies

Practice Test & Interview Questions

Exam & Certification

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Course Curriculum

Contract Lifecycle Management Overview

  • Background
  • Apttus and Salesforce
  • Object Model
  • Terminology
  • Agreement Administration
  • Record Types, Fields, Action Section

 Process Maintenance

  • Document Output Format, Protection, Template
  • Selection
  • Standard Flow vs Non-Standard Flow

Agreement Creation

  • Wizard
  • Contract Negotiation Process
  • Where do Templates fit

Template Administration

  • Within Salesforce
  • Within MS Word

Creating a Template

  • Formatting and Locale
  • 3 types of Merge Fields
  • Smart Attributes

Using the Playbook

  • Clauses/Sections
  • Conditional Logic

Basic Redlining

  • Track changes
  • Check-In/Check-Out
  • Smart Fields
  • Reconciliation

Clauses

  • Smart Clauses
  • Modify/Insert/Delete  Clauses
  • Marking and Promoting

Doc Assembly Rules

Comply System Properties

  • Capturing Merge events Updating Header/Footer
  • data Subm it Merge Call Action
  • Automating Final Document settings

Admin Tab

  • Cycle Time Reporting
  • Automating content search

Retention Policies

Practice Test & Interview Questions

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