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CLM - Coggle Diagram
CLM
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AGILOFT CLM Software
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Interfaces
End User
simplified interface, enabling them to request, view, and work with contracts without altering the process
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Customized Permissions
Groups
permissions, dictating access to tables, records, fields, and menu items within the system
saved searches, views, email templates, print templates, and reports
Teams
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oup of individuals assigned to the same records, receiving the same email notifications, and similar tasks. Users have a primary team but can also belong to additional teams.
The user's primary team determines their default look and feel scheme, default table view, language options in the dropdown, and working hours. Teams also define the accessible views for users.
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Definition
CLM is the proactive, methodical management of a contract from initiation through award, compliance and renewal
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