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Configuration: How to change the name of an Entity in your CLM workspace

 

 

 

Mochadocs - Contract Management - Gears V1

How to change the name of an Entity in your CLM workspace

The process involved in changing the name of an entity in the CLM workspace is aimed at ensuring that such change will not affect the correctness and legality of the agreement as well as its continued consistency in managing contracts. 

 

Step 1

Go to Configuration and select "Entities"

 

Go to Mochadocs Configuration

 

Step 2

Click on the edit button associated with the entity whose name you wish to modify.

 

Click on the edit button associated with the entity whose name you wish to change

 

Step 3

Change the entity's name into the new name (example: Communications instead of Marketing)

 

Change the Entitys name into Communication

 

And you're done! 

 

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