Uploading Contracts into CLM

[Former Member]

Hi,

I am new to E-sourcing and CLM , my client is implementing CLM. Our requirement is to upload all legacy contracts (from spreadsheet ) into CLM and later transfer the contracts to ECC.

I am not sure how to upload the contract this directly into CLM . Can someone guide me on the process.

Regards

Bidyut

[vikram_shanmugasundaram]

Hi Bidyut,

What version of CLM are you on? If you on 7.0, the blogs below should help.

/people/robert.stevenson/blog/2011/04/18/building-a-clm-contract-repository-part-2-of-2

/people/robert.stevenson/blog/2011/01/24/an-overview-of-the-clm-contract-load-tools

If you are on earlier versions, to load Master Agreements you can use standard import template. To obtain a copy of the import template, click on RG link (next to the help button) > Contract Import Workbook.

Regards,

Vikram