Import Vlocity Actions for Vlocity CLM for HINS Spring '22

Import and activate the Vlocity actions you use for Vlocity CLM.

Important

Every time you import static resources, CLM overwrites any customized actions. To prevent overwriting of your customized actions, clear the check box for the action when you’re importing the static resource.

1. From Setup, in the Quick Find box, enter Static.
2. Click Static Resources.
3. Click the letter C.
4. Find ContractDocumentSeedActionsUpperCase and click the name.
5. On the Static Resource Detail page, right-click View file and select Save Link As....
6. Save and download the JSON file.
7. Go the Omnistudio app and the Omniscripts page.
8. Click the Import button to import the file and activate it.
9. Go to the Vlocity Actions tab and verify that the following actions appear in the list.
   

   Tip

   Click the Vlocity Action Name header to alphabetize the list.

   • Add

   • Check In

   • Check Out To Customize

   • Check Out To Customize (Batch)

   • Check Out To Customize In Console

   • Check Out To Customize In Console (Batch)

   • Check Out To Generate

   • Checkout

   • Compare Versions

   • Continue Reconcile Word

   • Create Version

   • Customize

   • Customize (Batch)

   • Customize In Console

   • Customize In Console (Batch)

   • Delete

   • Disable Download

   • Generate

   • Lock

   • Reconcile Word Doc

   • Revoke eSignature

   • Send for eSignature

   • Unlock

   • Update Envelope Status

   • View

   

   Note

   Selections you made in previous post-installation steps might have imported additional actions.