After the agreement is finalized and signed between the engaged parties, you can activate the agreement to bring it into effect. Activating an agreement record is very important because it ensures that key dates and events will be monitored by the system and that all in-effect agreements are included in appropriate searches, reports, and views. As a part of the activation sequence, CLM ensures that your organization has identified and attached the proper, final executed version of the agreement.

When you activate an agreement, the following documents are selected by default for activation:

• The latest Document Versions from Document Versions Detail.
• All the documents from Notes and Attachments and Files.
• All the executed documents.

When you unselect a document during activation:

• In version-aware agreements, the unselected documents along with their versions (if any) are deleted from the Document Versions Detail.
• In non-version-aware agreements, the unselected documents are deleted from Notes & Attachments and Files.

You can publish documents to different content repositories according to the APTS_ContentRepositoryType admin entry configuration. You can select or unselect documents on the agreement activation page according to the APTS_ActivateDocumentsSelectAll and APTS_ActivateDocumentsSelectable admin entries configuration. You can turn off the Publish toggle button according to the APTS_ActivateDocumentsPublishAll admin entry. For more information, see Configuring Activation Settings and Admin Entries.