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Create New Status


When adding a new contract status in CLM, you can also define the type of operations the users can perform when the contract is in the given status. 

A Status must belong to a Status Category. If a Status Category does not exist for the Status you want to create, Create New Status Category
  

To add a new contract status:

  1. Click Contracts > Status, and click Add New
  2. Enter a  Name for the new status. For example,  Review
  3. Select the appropriate Status Category. For example, In review by Manager  or In Review by Legal.     
  4. From Editor Properties, select the operations users can perform when the contract is in this status. Select:
  • Can Edit and Can Redline: Users who have access to the contract when the contract acquires this status can add new content and can redline existing content.
  • Can Edit and Can't Redline: Users who have access to the contract when the contract acquires this status can add new content but cannot redline existing content.
  • Can't Edit and Can't Redline: Users who have access to the contract when the contract acquires this status can only view the contract. Users cannot view redlined content.
  • Can't Edit but can see Redlining: Users who have access to the contract when the contract acquires this status can view the contract and also see redlined content.
  1. Click Change Color to select a Badge Status Color to distinguish each contract status by color.
  2. Select Lock Document and Attributes to lock the contract when the contract is in this status. Users cannot edit the content and update the contract fields if the contract is locked. Upload and Checkout actions will also not be available to users.
  3. If the document must be locked when the contract is in this status, enter a message for users in Message for Locked Document. For Example, Contract is in locked status and cannot be edited.
  4. To Enable Redlining in this status, select Yes. Users who have access to the contract when the contract acquires this status will be able to redline the contract. To disable redlining, select No
  5. To Enable Commenting in this status, select Yes. Users who have access to the contract when the contract acquires this status will be able to add comments to the contract. To disable commenting, select No.  
  6. To Use Watermark in this status, select Yes and specify the watermark text in the Text for Watermark field. If no text is specified, the status name is used as the watermark text. CLM automatically removes the watermark when the contract enters the DocuSign stage. To disable watermarks, select No


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