CLM Advanced Design Considerations

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The following table highlights key design areas related to designing the Contract Lifecycle Management solution within CLM Advanced.

The articles contained assumes that the reader is familiar with the features and functions. As such, it does not describe how to configure / use a feature. Instead it covers the considerations to take into account when designing a solution, based on the current capabilities of the product.

Interface	Permissions & Structure	Business Process Design	Feature Configuration	Data Architecture	Authoring	Migration	Reports	Clause Library	Integrations
Site Dashlets	Permissions Scheme	Intake	Contract Statuses Lifecycle	Data for Contract Generation	Template structure & grouping	Migration Strategy	Standard Reports	Clause Library Analysis	DocuSign
	Site Structure	Contract Creation	Workflows	Data for Reporting	Template specification	Legacy Import	Bespoke Reports	Clause Authoring	AdobeSign
	User Roles	Contract Capture	Compliance Manager	Data for Contract Management	Template configuration	Legacy Data / Structure Transformation	Extract Transform Load (ETL)		Standard Authoring Data Sources
	User Groups	Collaboration / Preliminary Approvals	MS Word Add-in	Data for Search	Bespoke Template Data Types	Scripted Import	Contract Search		Custom Integration Data Sources
	Bulk import & Configuration	Negotiation Approach	Entity Manager	UCM Mapping					Custom Integration Data Sinks
	User Administration (movers/leavers/joiners)	Approval	Smart Extract	Custom Data Fields					APIs
		Signature workflow	Mass Actions
		Quality Assurance / Final Capture
		Operationalization / Activation
		Amendment
		Termination
		Renewal