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Vlocity Contract Lifecycle Management
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          Accepting and Rejecting Changes

          Accepting and Rejecting Changes

          Some users have the permissions to accept and reject changes made to contract documents.

          For more information about permissions, see Configure Access to Contract Documents.

          1. On the Contract record detail page, expand the Contract Documents Visualforce page.
          2. Expand the version of the contract to edit.
          3. Click Check Out to Customize.

            You receive a message indicating that Vlocity CLM will create a new version of the contract document.

          4. Click Continue.

            The contract document opens.

          5. Click the body text.
          6. Use the buttons to accept or reject each redline.

            The rich text editor controls appear. The buttons to control redlines are located in the lower right.

            Attention

            CLM supports this feature only internally at your company. It isn't supported for you to use externally with your customers.

            Button

            Button Name

            Show or Hide Redlines icon

            Show or Hide Redlines

            Accept All Redlines icon

            Accept All Redlines

            Accept Redline icon

            Accept Redline

            Reject All Redlines icon

            Reject All Redlines

            Reject Redline icon

            Reject Redline

          7. Click Save All Sections.
            Redline toolbar screenshot
          8. Click Check In.
           
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