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Encuentra acuerdos más rápido con una búsqueda CLM modernizada

Resumen•4 minutos de lectura

Cómo la nueva experiencia de búsqueda de funciones de CLM hace que los acuerdos sean más detectables y procesables.

es-MX

La visibilidad limitada de los contratos entre departamentos es un importante reto empresarial para muchas organizaciones. La empresa promedio necesita 45 minutos para encontrar un acuerdo concreto y 84 minutos para encontrar el lenguaje específico dentro de un acuerdo. Casi la mitad de los equipos afirman no haber podido encontrar el contrato completo que buscaban.

Por eso te facilitamos más que nunca el acceso a los acuerdos en tu repositorio de contratos.

La nueva experiencia de búsqueda en Docusign CLM hace que los acuerdos sean más accesibles y procesables. También permite a los usuarios crear y guardar las búsquedas personalizadas más relevantes para su función, de modo que cualquiera puede personalizar su biblioteca de acuerdos para adaptarla a sus necesidades específicas.

Los usuarios individuales pueden filtrar por atributos contractuales específicos y ejecutar acciones masivas como descargar o exportar acuerdos directamente desde la página de resultados.

La nueva experiencia de búsqueda en CLM permite a los usuarios:

  • Experimentar una bandeja de búsqueda nueva y mejorada: busca por palabras clave, filtra por atributos de contrato específicos, repite búsquedas anteriores e incluso guarda búsquedas específicas que quieras volver a hacer.

  • Disfrutar de una experiencia de búsqueda similar a la de Google: encuentra lo que buscas de forma rápida y familiar con palabras clave resaltadas y una página de resultados más moderna.

  • Realizar acciones masivas: descarga o exporta uno o varios contratos directamente desde el CLM para su posterior revisión, análisis o acción.

Para apreciar cómo la funcionalidad de búsqueda en CLM cambiará tu trabajo diario en materia de contratos, piensa primero en los procesos que tu equipo tiene actualmente en marcha para buscar y revisar los contratos.

¿Están todos los acuerdos almacenados en un repositorio digital centralizado o están repartidos en una combinación de ubicaciones físicas y digitales? ¿Hay alguna forma de encontrar información básica sobre esos acuerdos (tipo de contrato, partes, valor en dólares, fecha de vencimiento, etc.) sin leer el cuerpo del texto? ¿Tienes alguna funcionalidad que vaya más allá de la búsqueda básica de palabras clave con Control + F o Comando + F?

Compara tu experiencia actual de búsqueda de acuerdos con los nuevos recursos que ofrece Docusign CLM. Todos los acuerdos de la organización se almacenan en la misma base de datos, tanto si están vigentes como si han caducado, se han iniciado, se han completado o se encuentran en cualquier punto intermedio.

Habla con un especialistaContáctanos ahora

Una única barra de búsqueda te permite escribir las partes del acuerdo, términos de contrato específicos o cualquier cosa que te ayude a reducir la lista de acuerdos. También puedes establecer determinados filtros y encontrar todos los acuerdos que cumplan esos criterios. Si los resultados son especialmente útiles, puedes guardar esos ajustes y repetir la misma búsqueda más adelante.

Una vez que tengas una lista de los acuerdos individuales que necesitas, puedes ordenarlos por los criterios que quieras (por ejemplo, el valor en dólares más alto o la fecha de vencimiento más próxima). Incluso puedes hacer clic en cualquier elemento de esa lista para escanear el texto completo en un PDF o buscar palabras clave individuales en ese documento en particular.

La experiencia de búsqueda de CLM modernizada de Docusign ayuda a aumentar la visibilidad de los contratos en todos los equipos y a mejorar la eficacia operativa. 

Ve la demostración que aparece a continuación para ver estos nuevos recursos en acción o ponte en contacto con tu gerente de cuentas para obtener más información sobre Docusign CLM.

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