How to Change Terms in CLM?

[natalia_goyenechea]

Hi Colleagues,

In the standard CLM Workshop Ppt, we have a paragraph that defines Terms in CLM:

Master Agreement

Agreement

Contract...

And it also says " These terms can be modified to fit with the customer’s terminology. "

How exactly can we do that? Because the terminology appears in so many places in the system (help, setup, workcenters, document tabs, document titles, reports..) that we can´t talk about changing Localized resources or Page Customizations...

Also, Would this assumption be valid for Customers in Public Clouds?

Thanks, Natalia

[Former Member · Accepted solution]

Hi Natalia,

you can change the terms in CLM indeed through localized resources but it's not possible in a public OnDemand system. It needs to be private.

Here are the basic process steps:

• Go to Localized Resources and search for the term you intend to change
• Export it xls
• Add the required columns (BUNDLE, RESOURCE_KIND, CUSTOM_VALUE)
• Find and replace in MS Excel with the required field e.g. change contract to treaty
• Import the file into CLM

Hope this solves your issue.

Thanks,

Armin

PS: Please mark the question as solved (if it is actually solved)