Post-Upgrade Steps for Contract Lifecycle Management for Vlocity Government Winter '23 and Later Releases

To complete the upgrade for Vlocity CLM for Vlocity Government for Winter '23, complete these procedures.

1. Install and Activate Vlocity Templates for Vlocity Government Winter '23 and Later Releases
   You must install the necessary Vlocity templates in order to generate documents.
2. Import and Activate the DocumentTemplateTest DataPack for Vlocity Government Winter '23 and Later Releases
   Install and activate the Generic Document Generation Omniscript, and the Omnistudio Data Mappers and Vlocity Action used in the Omniscript.
3. Activate the Latest Generic Document Generation Omniscript for Vlocity Government Winter '23 and Later Releases
   You activate the latest Generic Document Generation Omniscript by deactivating and then reactivating it.
4. Install and Activate Other Sample Omniscripts for Vlocity Government Winter '23 and Later Releases
   Install and activate other two sample Omniscript datapacks, DocGenerationSample, and DocGenerationSampleLwc.
5. Upgrade Custom Settings to Contract Types for Vlocity Government Winter '23 and Later Releases
   Use this statement in the developer console to upgrade contract type settings.
6. Map Fields for General Terms for Vlocity Government Winter '23 and Later Releases
   To select general terms in contracts, you must set up the field mapping.
7. Optional: Upgrade Main Font Resource for Vlocity Government Winter '23 and Later Releases
   Use the following procedure to upgrade the main font resource. When you create PDF files from documents, you must set up the fonts for the conversion.
8. Optional: Set Up DocuSign Functionality for Vlocity Government Winter '23 and Later Releases
   To use DocuSign functionality for documents generated from the contracts object, you must complete these steps to set up DocuSign.