[+]
[+]
[-]
  
  
  
 [+]
 [+]
 [+]
  
 [+]
 [+]
 [+]
 [+]
 [+]
 [+]
 [+]
  
  
  
  
  
  
  
 [+]
  
Updated on 7/8/2019
contract-lifecycle-management-publication
Setup
Direct link to topic in this publication:

PREVIOUS  |  NEXT

Setup

The Setup and Dashboard menu options on the side panel enable you to toggle between the CLM administrator interface and the end user interface.

Click Setup to access the administrator interface. The following menu options are available to administrators: 

  • Quick Links 
  • Users
  • Contracts 
  • Fields 
  • Reminders 
  • Other 

Click Dashboard to access the end-user interface. The following menu options are available to end users:

  • Dashboard
  • New Contract
  • Customers 
  • Reports