Loading
Feature Degradation | Agentforce Voice Read More
Vlocity Contract Lifecycle Management
Table of Contents
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
          Contract Lifecycle Management Templates

          Contract Lifecycle Management Templates

          Templates work with Omniscripts to create an attractive end-user experience. CLM contains the following templates:

          • DOCX and PPTX Templates: object-document-creation-docx-template

          • Web Templates: object-document-creation-default

          These templates contain the following:

          • CSS

          • Javascript

          • HTML

          • Install CLM Templates
            Install and activate the templates to receive the latest versions if you did not already do that as part of your post-install or post-upgrade steps.
          • Customize CLM Templates
            Use the CLM templates as a starting point for your own templates. You can clone the templates, and customize the details.
          • Use Contract Lifecycle Management Templates in Omniscripts
            CLM uses the default templates in the Generic Document Generation Omniscript. You can copy and save this Omniscript to make your own changes to it.
           
          Loading
          Salesforce Help | Article