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Updated on 12/9/2019
contract-lifecycle-management-publication
Create New Contract
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Create New Contract 

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Create Standard Contract 

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You can create Standard Contracts using predefined templates that already exist in CLM. These templates contain boilerplate contract information, pre-approved by your organization. Templates are uploaded by the administrator and are available based on your role and permissions. 

To create a standard contract:

  1. On the side panel, click New Contract > Create from Template tab
  2. Choose a template. Use the appropriate icons in the top-right corner to view the list of existing templates in either thumbnail or list view. You can also filter the list of templates by entering a keyword in the Search field.  The contract opens in the contract negotiation space. 
  3. Edit the contract as necessary. CLM displays the current status of the contract and the workflow action in the negotiation workspace. There may be more than one workflow action to choose from, depending on the configuration. To progress the contract through the workflow, click the appropriate workflow action. CLM automatically routes and assigns the contract to the next assignee. See Contract Workflow Actions for more information. 

Upload Non-Standard Contract

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You can choose to create a contract by uploading your own Microsoft Word ® document template into CLM. You can then customize your contract further in the negotiation space.  These contracts are Non-Standard Contracts. 

 Note: This option is available only if configured by the administrator.  


To create a non-standard contract:

  1. On the side panel, click New Contract > Upload from Template tab.
  2. From the Choose Contract Type field, select the contract type to which your document template must be mapped. Based on the contract type mapping and user permission settings, relevant options are available in the negotiation space to customize the contract.
  3. Click Choose File and locate the template on your computer. 
  4. Click Upload. The contract opens in the negotiation space. 
  5. Edit the contract as necessary. CLM displays the current status of the contract and the available workflow action in the negotiation workspace. There may be more than one workflow action to choose from, depending on the configuration. To progress the contract through the workflow, click the appropriate workflow action. CLM automatically routes and assigns the contract to the next assignee. See  Contract Workflow Actions for more information.  



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