Loading
Salesforce now sends email only from verified domains. Read More
Vlocity Contract Lifecycle Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Cloning a Document Template

            You are here:

            1. Salesforce Help
            2. Docs
            3. Vlocity Contract Lifecycle Management

            Cloning a Document Template

            You can clone an active template to create a new template. How you clone a template depends on which Vlocity application and version you are using.

            Cloning a Document Template in Any Other Vlocity Application Version

            To clone a document template in Vlocity Insurance or Vlocity Health , any version, or ​Salesforce Industries Communications, Media, and Energy Winter '18, Minor release, Version 101.1.10.900.137.7 or earlier:

            1. Go to the Vlocity Document Template tab.

              An example Telecom Service Agreement showing the options of different sections on the right and the beginning of the document on the left. The document shows the Vlocity logo.

            2. Click New.

            3. Click Clone from Existing Template.

              The Clone from Existing Template button on the Start New Template page.

            4. Search for and select an existing template.

              The search field on the Start New Template page.

            5. Edit the template details.

            6. Click Clone Template.

             
            Loading
            Salesforce Help | Article