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CLM for End Users ยป Settings

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Settings


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Personalize Settings

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Customize your profile to update your display name, local time zone, preferred language, and date format. 

To personalize your profile settings:

  1. Select Settings from the menu in the top-right corner.
  2. Enter your first and last name. CLM displays this name in the top right corner of the application and for all contract management tasks you perform. 
  3. Select your preferred language. CLM currently supports English, Japanese, Spanish, French, German, and Italian. 
  4. Select your local time zone.
  5. Select your preferred date format that will apply to all date fields. 
  6. Enter your DocusignUsername and DocusignPassword in the respective fields. This option is available only if configured by the administrator.   
Once you provide your DocuSign credentials, every time you send a CLM contract for DocuSign signature, the contract is also inserted in your DocuSign account as an envelope. You can then log in to your DocuSign account, view the contract envelope you sent out through CLM, and leverage the features that DocuSign provides, such as track the contract's activity, send a direct link of the signed contract, etc. 
  • To test the integration, click Test DocuSign Connection. The DocuSign interface opens in a new tab if the connection is successful. 
  • To remove the integration, click Remove DocuSign Credentials.  
  1. Click Save.

Change Profile Picture

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To change your profile picture:

  1. Select Settings from the menu in the top-right corner.
  2. Do one of the following:
    • Upload an image: Click Choose File and then select the image. CLM displays a preview of the selected image.
    • Use the default image: Click Use Default Image and CLM displays a preview of the default image.
  3. Click Save. 

Note: CLM currently supports GIF, BMP, JPG, and PNG image formats. 

Change Password

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To change your password:

  1. Select Settings from the menu in the top-right corner.
  2. Click Change Password.
  3. Enter and confirm your new password.
  4. Click Save.

Important: We recommend you select a secure password and that you change your password periodically to protect the privacy of your data. To view the password requirements for your tenant, click the password policy link. 





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