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Vlocity Contract Lifecycle Management
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            Importing a Contract Document Template

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            Importing a Contract Document Template

            Import contract document templates from other sources to help you work more efficiently.

            1. Go to the Vlocity Document Template tab.
            2. Click Import Template.
              Document templates Import button screenshot

              The Select File dialog box opens.

            3. Click Browse.
            4. Find the .json file to import and click Open.
            5. Click Next.

              The Select Items to Import dialog box opens.

              Select Items to Import screenshot
            6. Select the template and sections to import.
            7. Click Next.
            8. Review the items to import.
            9. Click Next.
            10. When the Import Complete message opens, click Done.
             
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