Create a new tab for CLM contract document

[Former Member]

Hi Expert

I got requirement to create 2 new tabs Header & Review tab in CLM contract document. Do you how to configure or make it happen? See below screen shot

Regards

Charnchai

[Former Member]

Hi Charnchai,

As per my understanding, you wanted to create 2 more tabs other than Header and Review. If so, then go to Page customization of Contract document.

PFA below screenshot where you can find ADD TAB icon by which you can create new tab.

Regards,

Vignesh

[Former Member]

The screenshot is mop up screen. I just want to create 2 new tabs Header and Reviews. Could you please advise me step by step to add new tab? Appreciate if you have screen shot as well

[Former Member]

Hi,

By default, CLM system provides only 3 tabs for Contract document.

1. Summary tab

2. Details tab

3. e-signature tab

You cannot create a new tab in CLM.

I feel, the tabs have been hidden in your system. You can enable them via page customization.

-Go to setup->System Setup--> Page Customization->Contract Document

-Search for tabs which have been hidden, and enable them.

-You can even change the name of the tab as per your requirement(in Page customization itself)

Regards,

Vignesh

[Former Member]

Vignesh,

I still could not create a new tab in contract document. I don't found any default tab as you said.

Please see screen shot attached.

Why the icon AddTab is grey out? So, I could not add new tab.

Regards

Charnchai