• General orientation on the Administrator tooling
• How to mark your model contract before automation

• Getting started with Weagree's CLM
• General contract sheet configuration
• Linking a CLM contract sheet to a contract-automation template
• CLM building blocks
• Adding and editing contract fields
• Risk assessments
• CLM notification templates
• CLM notification triggers
• Migrating your legacy contract management into Weagree CLM

• Introduction to approval workflows
• Creating and organising approval units and workflows
• Triggering approval flows (how-to configure)
• Workflow notification templates

• General entity management configuration
• Organising entity types
• Configuring organisational units
• Organising e-signing signatories
• Customising entity management dropdowns
• Entity management notifications
• Entity management notification triggers
• Custom party fields
• Importing CRM party databases
• Migrating Legisway (Effacts) entity management into Weagree
• Using external file storage

• DocuSign integration
• SharePoint integration
• MS Dynamics CRM integration
• Salesforce integration
• SSO - SAML integration (single sign-on)
• SSO - Microsoft Entra ID integration (single sign-on)
• Mendix integration
• Smashdocs integration

• Introduction to user management
• Managing individual users
• Organising user groups
• Organising user roles
• Organising user profiles
• Configuring access rights and assigning features (who may do what)
• Keeping tabs on your licence
• User management notifications
• Guest users
• Login and user authentication settings

• Activating Weagree's key functionalities
• Miscellaneous settings
• Designing your Weagree portal look & feel
• Organising user-interface languages
• Organising notification templates
• Configuring data retention