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Updated on 7/8/2019
contract-lifecycle-management-publication
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Based on permission settings, the Details panel displays custom fields that are configured for the specific contract type. Custom fields capture specific information about the contract such as signature date, renewal date, contact information, payment terms, and so on. The values are updated and displayed dynamically when you view the contract in Preview mode. 

Hover your mouse over the field to view information about its function and usage. This information is available if configured by the administrator.


To view or update the custom fields:

  1. Click Details on the top right toolbar. 
  2. Update the form fields as required. CLM saves the changes automatically and records the activity in the History feed.  The placeholders for the fields in the contract (Example: $AGE for Age field ) display the actual values in the Preview mode. 
  3. Select Signatories from Contact, if applicable. 

After a contract is sent to multiple internal and external approvers, you can still reassign a contract to another signatory if required by updating the email address in the Details Contacts field, and then emailing the contract again. This feature is useful if some of the approvers are no longer associated with the task or are unavailable. However, if an approver has already signed a contract and is now being replaced by a new approver, then the contract must be first made void and then sent again with the new approver's email address.  Option to void the contract and resend the contract is available in the negotiation space, if configured. 





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