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:
    Specify the name of the template that is displayed on the list.
    Specify Template.
    Select the entity where this template is displayed. You can specify Account, Activity, Contact, Project, Issue, General Object, or Competitor.
    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.