Agreement Details Page[edit]



= Agreement Details Page =

You can see the current&nbsp;''Status ''and all the information related to the Agreement in various sections on the left navigation. You can&nbsp;also perform various actions depending upon your role and the state of the Agreement.

Here are the details you can see when you click on different sections in the left pane:

'''Agreement''': this section shows the basic information of the Agreement. It has the following sections:

*''Summary:''&nbsp;displays the&nbsp;''Agreement Name'', the ''Status ''and the&nbsp;name of the&nbsp;Agreement creator. It also displays the ''Template Name ''and the&nbsp;''Template Version''&nbsp;used to create the Agreement. 
*''Details:'' show the attributes of the Agreement along with the rich&nbsp;text area. Only the Primary Owner can edit the values of these attributes.&nbsp;Note, if&nbsp;''Primary Owner''&nbsp;is replaced within the&nbsp;''Team'', the&nbsp;''Primary Owner Name&nbsp;''and&nbsp;''Primary Owner Email''&nbsp;fields will get updated with the current&nbsp;information. 
*''Preview:'' shows what the Agreement will look like if printed. If the Agreement is in ''Draft'' state, the preview only shows the attributes defined in the Agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes.&nbsp;You can control the size of the document preview by resizing the browser window or print the document or export the agreement attributes to the desired format. 
*Versions&nbsp;shows the various versions created for the specific Agreement. 
*History shows the entire life cycle of the agreement till now. 

'''Note''': The&nbsp;''Summary'' and ''Details'' section can both contain attributes with rich text area. '''Click''' the ''View'' icon to see the details of the attribute.&nbsp;
<div class="image-green-border">[[File:Agreement Details page rich text area 7.8.png|1000px|RTENOTITLE]]</div> 
'''Association:'''&nbsp;'''Click''' ''Add''&nbsp;[[File:Add.PNG|RTENOTITLE]]&nbsp;icon to add Associated Documents''&nbsp;''to the Agreement.&nbsp;You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.

This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:

*that has the&nbsp;''Show File Drop Zone'' field set as&nbsp;''Yes'', and 
*that does not contain any mandatory fields other than ''Name''. 

Associated Documents created using this Contract Type will have this feature enabled.

'''Deviations:'''&nbsp;allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver''&nbsp;for review and approvals.&nbsp;

You can add deviation approvers directly from the&nbsp;''Deviations&nbsp;''section by clicking the''&nbsp;Deviation Approver&nbsp;''icon. This eliminates the need to navigate to the&nbsp;''Team&nbsp;''tab to add the Deviation Approvers.&nbsp;
<div class="image-green-border">[[File:Deviation approver agreement details.PNG|1050px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
=== Addition of action buttons on the Deviations tab ===

The ''ApproveAll, RejectAll'' and ''ClearAll ''buttons have been added on the ''Deviations'' tab of the agreement ''Details'' page to approve, reject or clear the selected deviations respectively.

This makes it easier for the user to take actions on multiple deviations of the agreement in one go, considerably reducing the effort of approving, rejecting or clearing each one individually.

[[File:7.10 Addition of Action Buttons on Deviations Tab 1.png|720px|7.10 Addition of Action Buttons on Deviations Tab 1.png]]

&nbsp;

=== Deviated Clauses ===

To view or add deviations for clauses:

1. '''Click''' the&nbsp;view record icon on the ''Agreement Management'' page. The ''Details'' page opens.

2. '''Click '''the ''Deviations''&nbsp;tab.

3. '''Click '''the plus icon next to ''Add Deviation'' to manually add deviations to the agreement’s clauses. The ''Add Deviation'' window opens.

[[File:7.10 Addition of Action Buttons on Deviations Tab 2.png|720px|7.10 Addition of Action Buttons on Deviations Tab 2.png]]
<div class="note-box">'''Note:&nbsp;'''To automatically add deviations, you have to download the agreement, modify the clauses and upload the agreement in ICM.&nbsp;To deviate a clause, the ''Deviation Analysis'' attribute should be set to ''Yes'' when creating the clause from the ''Create Clause'' page of ''Clause Management''.</div> 
[[File:7.10 Addition of Action Buttons on Deviations Tab 3.png|720px|7.10 Addition of Action Buttons on Deviations Tab 3.png]]

*'''Click''' the search icon to select and add the deviated clause. 
*'''Enter''' the text for the deviated clause. 
*'''Enter''' your comments for the deviated clause. 
*'''Click''' ''Save''. 

4. '''Click''' the plus icon next to ''Deviation Approver'' to manually add approvers for your deviated clauses.

5. '''Click''' the ''Send for Approval'' button.

[[File:7.10 Addition of Action Buttons on Deviations Tab 4.png|720px|7.10 Addition of Action Buttons on Deviations Tab 4.png]]

*'''Click''' &nbsp;[[File:7.10 Addition of Action Buttons on Deviations Tab 9.png|RTENOTITLE]]&nbsp;to view the comments provided by other users in the team or other stakeholders. 
*'''Click'''&nbsp; [[File:7.10 Addition of Action Buttons on Deviations Tab 10.png|RTENOTITLE]]&nbsp;to open the ''Deviation Details''&nbsp;window. It displays the standard clause text, the deviated clause text and the comments provided by other users. You can add your own comments too. 
*'''Click'''&nbsp;&nbsp;[[File:7.10 Addition of Action Buttons on Deviations Tab 11.png|RTENOTITLE]]&nbsp;to remove a deviation. 

'''Note''':

*Only deviations that are added manually can be removed. If deviations have been added by downloading the agreement and then uploading the agreement back to ICM, those deviations cannot be removed. 
*Deviation approvers can also be added by defining rules from the ''Rules'' page. 
*The Primary owner can send the reviewed agreement to&nbsp;the ''Deviation Approver''. As a&nbsp;''Deviation Approver'', you can approve or reject clauses inside the agreement if a&nbsp;''Deviation Approver''&nbsp;role is assigned to you. 

6. Clicking the ''Send for Approval'' button in Step 5 enables the ''Approve, Reject, Approve All, Reject All'' and ''Save'' ''Changes'' buttons. The ''Clear All'' button will be enabled when an action is taken on any deviated clause. Only the ''Deviation Approver'' can view these buttons.

[[File:7.10 Addition of Action Buttons on Deviations Tab 5.png|720px|7.10 Addition of Action Buttons on Deviations Tab 5.png]]

*''Approve'': '''Click''' to approve each individual clause. 
*''Reject'': '''Click''' to reject each individual clause. 

Clicking the ''Approve'' and ''Reject'' buttons opens the ''Deviation Details''&nbsp;window, displaying the details of the clause. You can also put in your comments in the ''Comments'' box. You do not have to click ''Save Changes'' to save your comments; they will be saved automatically.

[[File:7.10 Addition of Action Buttons on Deviations Tab 6.png|720px|7.10 Addition of Action Buttons on Deviations Tab 6.png]]

*To approve or reject deviations in one go, click the ''Approve All'' or ''Reject All'' button. 

In the above example, as we have already selected one clause for approval and one clause for rejection, clicking ''Approve All'' or ''Reject All'' will select the remaining 2 clauses (i.e. clauses that are not already selected). You can also add a common comment for the clauses. Comments will not be saved until you click the ''Save Changes'' button.

[[File:7.10 Addition of Action Buttons on Deviations Tab 7.png|720px|7.10 Addition of Action Buttons on Deviations Tab 7.png]]
<div class="note-box">'''Note: '''When you have taken actions for all the deviations, the ''Approve All'' and ''Reject All'' buttons will be disabled.</div> 
*''Clear All: ''Clears all selections. 
*'''Click''' ''Save Changes ''to save your changes. 

The clauses that have been approved will have the status ''Approved, ''whereas the ones that have been rejected or no actions have been taken will have the status ''Requires Approval.''
[[File:7.10 Addition of Action Buttons on Deviations Tab 8.png|720px|7.10 Addition of Action Buttons on Deviations Tab 8.png]]</div> 
&nbsp;

'''Amendments:'''&nbsp;allow&nbsp;you to make changes to an ''Executed'' Agreement. This section will be blank if there are no Amendments made to the Agreement.
<div class="image-green-border">'''Commitments:'''&nbsp;displays the Commitments that may have been manually added for the Agreement.&nbsp;Commitments are contractual obligations or deliverables that you may have for a particular Agreement. The&nbsp;Commitment functionality in ICM is used to track the action items&nbsp;and assign owners to each action item. ICM triggers email alerts to owners before Commitment due date as reminders. When a Commitment is actioned, the ''Commitment State'' is reflected in the ''Commitments'' tab of the Agreement. On completion of respective tasks, owners update the status of Commitment in ICM. These states are visible on the ''Agreement Details'' and the ''Compliance Management'' pages.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Details Page - Commitment States.png|Agreement Details Page - Commitment States.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Details Page Categories Commitment State.PNG|Agreement Details Page - Categories for Commitments.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Commitments are searchable using these new states and can be localized as per user preferences. ''Search ''allows you to search the localized values and the facet ''Search ''displays unique values of the commitment state names and the appropriate count. The existing Reports also reflect these localized values.</div> 
'''Agreement Clauses:'''&nbsp;displays the clauses that have been defined for this Agreement. These include Rule-based Clauses.

'''Team:'''&nbsp;displays the members that are added to the team working on this Agreement for it's complete life cycle. '''Click''' ''Add''&nbsp;+ icon to [[Managing_Team_Members|add more members]].

You can also Replace a User&nbsp;through ''Team'' tab.

'''Notes:'''&nbsp;displays the comments added for the Agreement.
<div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
The left pane on the Agreements, Requests and Associations Details pages displays the count for important sections such as Deviations, Amendments, Commitments and Notes. This makes it easy for business users to immediately identify the number of instances in these sections, without having to open each of them. If an Agreement does not have any attached entities, the count for each will be displayed as zero.

[[File:Agreement Executed.PNG|RTENOTITLE]]
</div> 
You can perform the following actions&nbsp;from an ''Agreement Details'' page:

*Use Smart Links: to see any documents related to the selected Agreement. 
*Edit:&nbsp;an Agreement to update any information which was either not provided or was not correct. After editing, '''click''' ''Update and Publish'' so that all the team members can view the updated Agreement. 
*Compare the changes made between any two available&nbsp;Agreement Document versions.&nbsp; 

To&nbsp;view and download the redlined document of the selected agreement versions:

1.&nbsp;'''Click''' the ''Compare Document'' icon. The ''Show Comparison'' window opens.
<div class="image-green-border">[[File:7.11-CompareAgreement1.png|720px|7.11-CompareAgreement1.png]]</div> 
2. '''Select''' the two versions that you want to compare.
<div class="note-box">'''Note''':&nbsp;The Agreement document version comparison always takes place between a higher version on the right panel and a lower version on the</div> 
3.'''Click''' the ''View Comparison'' button. A preview of the redline version is displayed.
<div class="image-green-border">[[File:7.11-ViewComparison.png|720px|7.11-ViewComparison.png]]</div> 
4. '''Click''' ''Download Comparison'' to download the redlined version of the Agreement document in .docx format. Any deleted text appears with a strikethrough and any added text is underlined.

*Send: the Agreement to various users within ICM. 
*Send For Approval: sends the Agreement for approval to the assigned team. Before sending the Agreement for approval, select specific ''Associated Documents'' that need to be approved with the Agreement. This helps the Approvers to review and approve only the required&nbsp;''Associated Documents''&nbsp;instead of going through the entire&nbsp;list. '''Click''' ''Send For Approval. ''This opens ''Please select document(s) for approver review ''dialog box. '''Click''' ''Submit&nbsp;''after selecting the required ''Associated Documents''.&nbsp; 
*Copy the existing Agreement. This option with be shown only if the Agreement is in the approved state. 
*Upload Signed Copy:&nbsp;''Upload Signed Copy&nbsp;''button will be available to Contract Admin and Primary as well as Secondary Owners , so they can scan an upload an Agreement manually signed by the Internal Signatory and proceed with the Workflow. The button will be available only when the Agreement is in&nbsp;''Waiting for Internal Signatory&nbsp;''state.&nbsp; 
<div class="image-green-border">[[File:Agreement-Team-Upload Signed Copy.png|RTENOTITLE]]</div> 
*Upload Document 
*Cancel 
*Download document. You&nbsp;can continue with the Agreement workflow seamlessly after a document has been downloaded. After&nbsp;downloading the document, you will be able to handle the: 
**Workflow changes when a document is recalled 
**Removal of an Agreement from Adobe Sign during recall 
**Call back when a document is signed or rejected 
**Workflow movement when a document is signed or rejected 
**Confidential 
**Download All:&nbsp;You can download an Agreement with all ''Associated Documents'' attached to it.   
<div class="image-green-border">&nbsp; &nbsp; &nbsp;&nbsp;[[File:Agreement DownloadAll.PNG|RTENOTITLE]]</div> 
&nbsp; &nbsp; &nbsp; Follow these steps to download an Agreement:

#'''Click''' ''Agreement Management''&nbsp;tile on&nbsp;''My Dashboard. ''This opens the ''Agreements ''page. 
#'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. 
#'''Click''' ''Download All. ''This opens the dialog box with a message that all ''Associated Documents&nbsp;''with this Agreement will be downloaded. 
#'''Click''' ''Download.''&nbsp;Only the&nbsp;Agreement will be download''.'' 

When downloading a file in ICM, users can retain the original file name for any entity when uploading it to ICM, making it easier for users to identify and manage them. This is achieved through a technical configuration.<br/> This is applicable to agreements, amendments, associations and file attributes in agreements/associations.&nbsp;
<div class="note-box">'''Note:''' The original file name cannot be retained for existing files (like those uploaded using the Own type of paper) where a user has not uploaded the file, for ICM generated files, and when&nbsp;users perform operations like Recall or Reject.</div> 
== Download all associated documents of agreement and amendments ==

Users can download all associated documents together throughout the agreement and amendment lifecycle including the expired state.

'''Note:'''

*The Administrator can control the access privileges for ''Download'' and ''Download All'' actions through ''Role Action Mapping'', ''User Groups'' and ''Security Groups ''as per ICM existing functionality. 
*By default, only primary owner and secondary owner can download all the associations of the agreements and amendments. 

To download all associations of the agreement:

#'''Click''' ''Configuration'' > ''Agreement'' ''Management'' on ''Dashboard''. The agreement index page opens. 
#'''Click''' ''View'' ''Record'' icon next to the agreement you want to download. For example, ''MDL Agreement''. The agreement ''Details'' page opens. 
#'''Click''' ''Download'' ''All''. The ''Download'' window opens. 

Screenshot
<ol start="4">
<li>'''Select''' associations to download.</li>
</ol>

Screenshot
<ol start="5">
<li>''Click''''Download''. All selected associations with the agreement are downloaded in a zip file on the ''Agreement Details'' page.</li>
</ol>

Screenshot

== Reset the Expiry Date of the agreement and amendment ==

User can reset the expiry date of the expired agreement and amendments as per the business need.

'''Note:'''

*The Administrator can control the access to Reset Expiry Date action through ''Role Action Mapping'', ''User Groups'' and ''Security Groups ''as per ICM existing functionality. 
*By default, only Administrators and primary owner can reset expiry date of agreements and amendments. 

To reset the expiry date of the agreement:

#'''Click''' ''Configuration'' > ''Agreement'' ''Management'' on ''Dashboard''. The agreement index page opens. 
#'''Click''' ''View'' ''Record'' icon next to the agreement you want to open. The agreement ''Details'' page opens. For example, ''MDL Agreement''. 
#'''Click''' ''Reset'' ''Expiry'' ''Date''. The ''Reset Agreement Expiry Date'' window opens. 

Screenshot
<ol start="4">
<li>'''Enter''' the date in ''New Expiry Date'' field. For example, July 11, 2020.</li>
</ol>

Screenshot
<ol start="5">
<li>'''Click''' ''Update''. The agreement will move back to the previous state if the expiry date is set to future date.</li>
</ol>

Screenshot

'''Assigning Executed Agreements:'''&nbsp;ICMs additional workflow state&nbsp;allows you to assign&nbsp;the executed Agreements to other parties with updated metadata, in order to fulfil obligations and responsibilities, depending on the business requirements. The assignment Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes as configured. Thus, the parent Agreement gets assigned to the new parties on the assignment date.

'''Terminating&nbsp;Executed Agreements:'''&nbsp;ICMs additional&nbsp;workflow state allows you to terminate&nbsp;executed Agreements.This&nbsp;is useful in business scenarios where an executed Agreement can be terminated only after executing a termination Agreement for it. The termination Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes including the termination date as per the configuration. Thus, the parent agreement gets terminated on that termination date.

'''Reports''': this section shows reports that are agreement specific and provide information that you are authorized to view. You can select filters and based on the permutation and combinations of the applied filter, the appropriate columns are displayed.&nbsp;

The following reports are accessible on this page:

#Clause Deviations 
#Association Report 
#Attribute Value Report 
<div class="image-green-border">[[File:Agreement Details page reports.png|RTENOTITLE]]</div> 
An error message is displayed if no results are generated or in case an incorrect filter is applied. You should be able to export the report into Excel, CSV or PDF. You can also schedule an email to be triggered when the report is generated.

To learn more about these reports, go to the Agreement Details Page Reports page.

All other reports can be viewed on various tabs of the Reports tile. To view other reports, go to the Reports Overview page.

&nbsp;

&nbsp;

'''Related Topics:'''&nbsp;[[Agreement_details_page_reports|Agreement Details Page&nbsp;Reports]]&nbsp;|&nbsp;[[Reports|Reports Overview]] |&nbsp;