Skip to main content
Limited support will be available Nov. 26-27 during the North America Thanksgiving Holiday.

Community

Search

Welcome to Community

What is the CLM Best Practice when source document is updated or expired in Vault?

Answered

Comments

2 comments

  • Official comment
    Jordan Y

    Hi Cody,

     

    Thanks for contacting us, for this information we recommend reaching out to your CSM. They should have the most up-to-date guidance regarding Best Practices.

     

    Thanks,

    Jordan 

  • Alexandra Sanfelice

    Hi Cody, 

    After CLM content has been published to CRM, if you update the document in Vault and use the Create Presentation action again, the previous version still lives in CRM until the updated document has reached a steady state. At that time, the new version replaces the existing one in CRM. If CLM content is expired in Vault, it will withdraw from CRM. 
     
    Hope this helps clarify!
     
    Thanks, 
    Ali
    0

Please sign in to leave a comment.

Powered by Zendesk