Adding the document template to the IDM repository

  1. Launch the IDM client.
  2. Select Add Document > CLM Document.
  3. Add MS Word or Excel document template you created by clicking the icon under Click here or drag n drop to add file.
  4. 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 M3 Mobility Core Toolbox > Translation > Language selection.
  5. Click Save.