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Vlocity Contract Lifecycle Management
Checking In a Contract Document

Checking In a Contract Document

If you checked out a contract document, you can check it in.

To check in a contract document:

  • On the contract preview page, click Check In.

Vlocity CLM converts the contract document to Microsoft Word, PDF, or both and attaches the document to the contract document version. Vlocity CLM also unlocks the contract document version.

Vlocity CLM uses the Salesforce.com PDF rendering service to create PDF documents. This service has its limitations. For more information, see "Visualforce PDF Rendering Considerations and Limitations," in the Visualforce Developer Guide.

 
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