Adding the document template to the IDM repository
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Launch the IDM client.
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Select .
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Add MS Word or Excel document template you created by clicking
the icon under Click here or drag n drop to add
file.
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Click Attributes tab and specify this
information:
- MDS_Name
- Specify the name of the template that is
displayed on the list.
- CLM_Type
- Specify Template.
- CLM_ParentEntity
- Select the entity where this template is
displayed. You can specify Account, Activity, Contact, Project,
Issue, General Object, or Competitor.
- CLM_LanguageName
- Define the language name. The field name must have a
corresponding language value (example: GB) in .
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Click Save.