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Vlocity Contract Lifecycle Management
Install and Activate Vlocity Templates for HINS Winter '22

Install and Activate Vlocity Templates for HINS Winter '22

You must install the necessary Vlocity templates, if they haven't been installed already in order to generate documents.

  1. Go to the Vlocity Templates tab.
  2. Click the upper-right dropdown arrow.
  3. If you see Install ObjectDocumentCreationUITemplates in the list, click it to install the templates.
  4. Select all the items, and click Next twice.
  5. Click Activate Now.
  6. Click Next, and click Done.
 
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