Customize CLM Templates

Use the CLM templates as a starting point for your own templates. You can clone the templates, and customize the details.

1. Go to the Vlocity Templates tab.
2. Find the template you want to clone, and expand it to display the different versions.
3. For the version you want to clone, click Clone from the picklist on the right-hand side.
   
4. Define the fields.

   Template Name: Enter a name for your customized template.

   Template Type: You can keep the same type.

   Template Author: Enter the name of the author.

5. Click Clone.
6. Choose the method you want to use to customize your template and add your code. You can use HTML, CSS, or JS. You can also use the Edit screen.
   
7. When you're finished, click Save.