Question

Has anyone used the CLM Steps Edit Form, Full page fill form, fill form or full page edit form?


Userlevel 2
Badge +3

I am trying to figure out how to allow a user that has filled out a doc gen form to be able to use the doc gen from to edit the information.  They don’t want to see a flat contract, they need to see options and be able to pick thing.


2 replies

Badge +1

I believe all the options you stated above use an eform configuration and not doc gen. What is the use case that you are trying to solve? Do you need to update the Doc Gen config after contract creation?

Userlevel 2
Badge +3

so i have a doc gen form created so the customer can use drop downs etc to create a doc gen.  then as signatures are obtained, if something needs to be updated by the customer, i would like them to be able to use the original form that has the fields for drop down etc rather than editing a flat contract document.

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