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DocuSign CLM (Contract Management System Users) Gift Agreement Automation

  • 1.  DocuSign CLM (Contract Management System Users) Gift Agreement Automation

    Posted 08-12-2021 03:05 PM
    Good afternoon,

    I am looking for people who are already who are signed-on users for DocuSign CLM (Contract Management System Users) not signatures to join a group hosted by DocuSign. It is fine if you have just signed the contract and have not started Discovery or if you have launched. A few of us have approached DocuSign CLM (Contract Management System) on how to build the product for gift agreement automation. It looks like we are going to meet twice a month to discuss the product and how to make it better for University Advancement. If you have signed the contract with DocuSign CLM (Contract Management System Users) not signatures, we would love for you to join our group some of the things we are talking about are:
    • Developing one form that would output many gift agreement templates.
    • Developing an out of the box system for gift agreements
    • Onboarding for Main Users from Advancements 
    • Clause Libraries and More 
    Please contact me if you are interested.

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    Sarah Thomas
    Director Donor Services
    NC State University
    srthoma3@ncsu.edu
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