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CLM Essentials automates your agreement process through simplified document generation, standard workflows, and minimal administration. Well follow this example of an agreement process where a company uses CLM Essentials to automatically generate and route an agreement, engage other users to collaborate on it, and then send it for negotiation and signature. In this example, the process starts when a contract administrator initiates an agreement from CLM Essentials. Upon logging in, you are automatically taken to the CLM Essentials agreements list with the agreements assigned to you. Click the plus icon on the side panel to generate an agreement. Select the process template for the type of agreement you are generating. A process template is configured by an administrator and automates the generation and routing of an agreement. Select the party you want to add to the agreement. Click Next. If there is more than one document template configured For the process template, choose the templ
