breadcrumbDescription
Få vist datasandsatte tokenværdier fra dokumentet og Salesforce-registreringen side om side, og beslut, om værdierne skal opdateres for at sikre nøjagtigheden af data.
| Tilgængelig i: Lightning Experience |
| Tilgængelig i: Professional, Enterprise, Unlimited og Developer Edition |
| Brugertilladelser påkrævet | |
|---|---|
| Hvis du vil oprette dokumentskabelon med datasikkerhedstokener: | CLM-administrator ELLER CLM-kørsel OG DocGen-designer |
| Hvis du vil bruge dokumentskabelon med datasikkerhedstokener i kontraktoprettelse: | DocGen-designer |
Forudsætninger:
Når du har opdateret felterne, checker dokumentet automatisk ind med en ny version. Du kan fortsætte med at redigere eller vende tilbage til Salesforce for yderligere handlinger.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.