Adding the document template to the IDM repository

  1. Launch the IDM client.
  2. Select Add Document > CLM_Document or CLM_DOC.
  3. Search for the MS Word document template or MS Excel template that you created.
  4. Specify this information:
    Name
    Specify the name of the template that is displayed on the list.
    CLM_Type
    Specify Template.
    CLM_ParentEntity
    Specify the entity where this template is displayed. You can select from Account, Activity, Contact, Opportunity, or Others.
    CLM_Language
    Define the language name. The field must have a corresponding value in M3 Mobility Core > Translation.
  5. Click Save.
  6. In CLM Web, check whether you have successfully added the document template.
    1. Open an entity and create a document.
    2. Select the language for the template.
    3. Select the template that you added.
    4. Check out the file.
    5. Open the file. The text fields should be filled with data from the entity.