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For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
What does envelope have expired mean?
An expired envelope is counted as voided no matter we void it through console or set an expiration date for it. If it voided that means the envelope is cancelled. Michael Levy. 4 years ago. Voided, Declined, and Expired status all mean the envelope did not complete successfully and has effectively been cancelled.
What is a CLM template?
A Conga CLM template is a common set of sections, clauses, text, and placeholders for terms and conditions. Templates can be merged with structured data to generate agreements or proposals. Templates are stored within an Apttus template repository and are used to create quotes and contracts.
What is CLm in ?
Contract Lifecycle Management | .
Can you Delete a contract in Salesforce?
You delete a contract on the contracts list view or a contract's detail page. When you delete a contract: It's moved to the Recycle Bin. All related orders, notes, attachments, events, tasks, history, and approval requests are deleted.
What is the meaning of CLM?
Contract lifecycle management (CLM) is the process of digitally managing agreements made with customers, vendors, partners, or employees through every stage of the cycle, and encompasses creating, managing, sharing and archiving business contracts.
What is CLM used for?
Contract lifecycle management (CLM) refers to the way a business handles contracts through their various stages. An effective CLM solution streamlines and simplifies the contract management process while minimizing errors.
How do I Delete a contract in ?
Deleting contracts does not remove them from the repository. Log in to Insight. Note: Enter search criteria to locate desired contracts. Review the Search result table, and select the check boxes for contracts that you want to delete. Select ACTIONS > Delete. Select YES, DELETE.
What happens when you Delete a ?
Deleting an envelope moves it to your Deleted bin for a short time (less than 24 hours), and then it is removed from direct account view. If the envelope sender's account uses a document retention policy to purge completed envelopes, you will still receive the purge warning notifications for deleted envelopes.
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