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Create New Contract Type


    CLM enables you to create new contract types and upload MS Word templates for each contract type. You can also create the templates from scratch in the Contract Type Template Editor and further customize the templates online.

    Users in your organization can use the templates to create contracts if they have the required permissions

    To add and configure a new Contract Type:

    1. Click Contracts > Contract Types, and click Create
    2. Provide details in the following tabs:
    3. Click  Save.