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 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 name must have a corresponding language value (example: GB) in M3 Mobility Core > Translation > Language selection.
  5. Click Save.
  6. Verify if you have successfully added the document template.
    1. Open an entity and create a document.
    2. Select the language that you selected for the template.
    3. Select the newly-added template.
    4. Check out the file.
    5. Open the file. All fields must have data from the entity.