Transfering Between CLM Master Agreement Folder Types

[adrian_horton]

Hello,

How do I transfer a CLM master agreement to another CLM master agreement folder type?  For example, an existing CLM Legal master agreement will need to be transferred to a CLM HR master agreement (using the new HR master agreement type numbering table).

Thanks,

Adrian

[Former Member]

Although Parankush has already explained it correct but if this is kind of requirement happens frequently that user needs to transfer data from one type to another, then in order to reduce the time/effort you can consider a toolbar script.

[Former Member]

Hi Adrian,

If I understand your requirement correct, you would like to convert Master Agreement created from Legal Master Agreement type to a new HR Master Agreement.

CLM does not allow to change the Master Agreement Type i.e. the Document type, once the MA is created.

You will need to create a new MA using the HR Master Agreement type, if it has been already defined/configured in the MA Types.

I hope this helps.

Regards,

Parankush