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CLM 5 On Premise: Legacy Data Load Errors

Former Member
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While loading legacy documents into CLM 5 on premise, the wrong master agreement template was used. How can I change the Master Agreements to the correct Master agreement template

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Answers (1)

Answers (1)

Former Member
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if by wrong template, you mean you have uploaded a wrong MA type, then you can't modify the type once uploaded, you would need to cancel these MAs and upload them again using the correct template.

Former Member
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When you say cancel, can I reload with the correct template and reuse the cancelled MA contract number. These are legacy documents, and I do not want to cancel and reissue.

Former Member
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hi,

Once an ID has been used for importing an Agreement, it cannot be re-used for another MA even after cancelation. Also there is no purging of these records possible unless you want to delete at the DB level.

Thanks

Vikram