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Updated on 8/20/2019
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Contract Type Template Manager
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Contract Type Template Manager 


As an administrator, you can create new contract types in CLM and upload MS Word templates for each contract type. You can further edit, format, and customize the contract type template in the Contract Type Template Manager.

To open a template in the template manager, click Setup > Contract Type > Edit Template

You can perform the following actions in the editor:

  • Edit and format the contract type template using familiar MS Word processing commands.

  • Add contract fields to the contract type template. Click Fields to view all the Contract fields that are available for a Contract Type. Search and add the required fields to the template. 



  • Format the font and style of the field names. Right-click on the field name, select Content Control Settings and then clear the Content Control cannot be deleted checkbox. The fields are now unlocked for formatting.




Note: If a template was uploaded with attribute tags, the Template Manager converts the attribute tags to object controls when the template is opened for the first time in the Template Manager.   




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