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Can't insert sections and/or clauses CLM 9.0

Former Member
0 Kudos

Hi experts,

After the contract document (word doc format) is created in the system, we can't insert clauses and/or sections from the system's lybrary. Only by checking in and out from the document.

Is there a way to enable a feature, allowing the users to add clauses/sections FROM the system's library, without the need of checking in and out from the document ?

Image belows:

Thanks in advance

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi,

During the creation of contract document via a template, you can select the clauses applicable. But once a contract is created, system assumes that you have used all the clauses and expects the user to check-in and check-out to perform any further changes to the contract. As such there is no such setting or configuration to allow addition of more clauses without check-in and check-out.

Thanks,

Vikram

Former Member
0 Kudos

I was expecting that answer.

Just wanted to confirm and properly inform the client.

Thank you again, Vikram !

Answers (0)