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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 in order to generate documents.

  1. Go to the Vlocity Templates tab.
  2. Click the upper-right dropdown arrow and click Install ObjectDcoumentCreationUITemplates.

    Ignore the overwrite warnings. This task updates existing templates.

  3. Select all the items, and click Next twice.
  4. Click Activate Now.
  5. Click Next, and click Done.
 
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