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
    Select 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.