Self-paced courses, certification, community discussions, and live events — one home base for learning to run contract lifecycle management inside SharePoint.
Short, focused courses — most take under an hour. Progress is saved automatically.
What a contract record is, where it lives in SharePoint, and how the lifecycle stages work.
Configure routing by contract type and value, and assign approvers by role.
Build alerts that route through Teams and Outlook instead of getting lost in email.
Tune the review engine to your clause library and understand what it does and doesn't flag.
Move contracts, metadata, and approval history without losing audit trail.
Permissions, retention policies, and audit reporting for IT and compliance admins.
A short assessment after completing the core tracks — useful for onboarding new admins or standardizing skills across a team.
Covers workflow configuration, renewal tracking, AI review setup, and tenant governance. Takes about 4 hours across all tracks, plus a 30-question assessment.
Ask questions, share configurations, and hear how other teams set up their workflows.
Ask setup questions and browse answers from the CLMS 360 team and other admins.
A live Teams space for quick questions, tips, and product announcements.
Share and reuse approval workflows and clause libraries other teams have configured.
Free, self-paced, and takes about 45 minutes — the fastest way to get oriented before your first workflow.
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