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Vlocity Contract Lifecycle Management
Import and Activate the DocumentTemplateTest DataPack for HINS Spring '22

Import and Activate the DocumentTemplateTest DataPack for HINS Spring '22

Install and activate the Generic Document Generation Omniscript, and the Omnistudio Data Mappers and Vlocity Action used in the Omniscript.

  1. From Setup, in the Quick Find box, enter Static.
  2. Click Static Resources.
  3. From the View list, select All.
  4. Click the letter D.
  5. Click DocumentTemplateTest.
  6. Right-click View File and click Save Link As....
  7. Save the file as vlocity_ins__DocumentTemplateTest.json.
  8. Go to the Vlocity Document Templates tab.
  9. Click Import.
  10. Click Browse to find the vlocity_ins__DocumentTemplateTest.json file. Click Open.
  11. Click Next.
  12. Ensure that all items are selected, click Next.
  13. Review the items to import, click Next.
  14. If any error occurs, click Ignore This Error.
  15. When the import is complete, click Activate Now.
  16. Ensure that all items are selected, click Next.
  17. Click Done.
 
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