Which Permission Profile can create Document Generation Forms and Configurations?

• A. Power Users
• B. CLM Administrators only
• C. Restricted Users
• D. All CLM Users

Answer: (B)

Creating Document Generation Forms and Configurations involves adjusting system-wide templates, field mappings, and generation rules that affect how documents are produced for all users. Because these settings shape the output and behavior of document generation across the workspace, they require administrator-level permissions to ensure governance, consistency, and auditability.

Only CLM Administrators have the rights to create and modify these forms and configurations, since it includes configuring templates and how data flows into generated documents. Power Users may perform many day-to-day tasks but typically don’t have the authority to change core generation settings. Restricted Users are even more limited and cannot access these configuration features. Allowing all CLM Users to do this would undermine governance and control over document generation processes.