ICM Mobile Application[edit]



= ICM Mobile Application =

Icertis Contract Management (ICM) is a secure, scalable and integrated platform for contract lifecycle management. It transforms contracts into strategic business assets, giving global enterprises powerful new capabilities to increase compliance, improve governance, enhance user productivity, control costs, maximize ROI and mitigate risks.&nbsp;<br/> ICM is available both as a Cloud (Web) offering and a Mobile application. The mobile version in an innovative, easy-to-use, and convenient platform that provides a subset of the features available on the Cloud platform. It allows you to quickly and easily access Agreements, Requests, Tasks and Commitments that you are authorized to view and perform key actions on them. You can approve or reject Agreements/Requests, or delegate tasks, anytime, anywhere from your mobile devices.

== Prerequisites to Using the ICM Mobile Application ==

The ICM Mobile application must be configured at the backend by Icertis before you can begin using it. If you have any issues logging in, please contact Icertis Customer Success.<br/> To install the ICM Mobile Application, your mobile device must meet the following minimum requirements:<br/> ●&nbsp;&nbsp; &nbsp;Android: Android 4.2 or later. The mobile application is not supported on custom Android operating systems.<br/> ●&nbsp;&nbsp; &nbsp;iPhone: iOS 8.0 or later.
<div class="note-box">'''Note''': Android must have the required third-party applications such as WPS Office and Microsoft Office that are necessary to work with Agreement documents, pre-installed.</div> 
&nbsp;
<div class="note-box">'''IMPORTANT'''<br/> <br/> The ICM Mobile Application is continuously being updated with new features and enhancements. If you are using an older version of ICM Web Application with a more recent version of the ICM Mobile application, some features in the mobile application may not be supported.<br/> <br/> This document explains all features of the ICM Mobile version 7.4.0, but the availability of the features is determined by the ICM Web version you may be using.</div> 
== ICM Mobile App Management support using Microsoft Intune ==

ICM has extended support for Microsoft Intune in Mobile Application Management (MAM).&nbsp;<br/> ICM employees, customers and partners use mobile devices for personal and professional tasks. While ensuring productivity, Icertis&nbsp;also wants to prevent data loss, both - intentional and unintentional. The MAM app protection policies allow users to manage and protect their organization's data within an application.

The ICM Mobile App which is available in the App/Play Store is ready to use for app protection policies but not for app configuration policies.

Microsoft Intune is a scalable cloud service architecture that leverages cloud for insights and baselines for our security policies and configuration settings. It helps safeguard data that is not managed by ICM and used by employees, customers or partners to access work files.

The key benefits of making ICM MS Intune-compatible include:&nbsp;

*Protecting company data at the App level, for both – managed and unmanaged devices, as the management is based on user identity. 
*Ensuring App layer protections are in place. For example:&nbsp; 

&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; o&nbsp;&nbsp; &nbsp;Entering a pin to open the App in work context<br/> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; o&nbsp;&nbsp; &nbsp;Controlling the sharing of data between Apps<br/> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; o&nbsp;&nbsp; &nbsp;Preventing the saving of company App data to a personal storage location

*Supporting Mobile Device Management (MDM) in addition to MAM ensuring device protection and control over App management. For example: 

&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; o&nbsp;&nbsp; &nbsp;Entering a pin to access the device<br/> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; o&nbsp;&nbsp; &nbsp;Deploying managed apps to the device<br/> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; o&nbsp;&nbsp; &nbsp;Deploying apps to devices through your MDM solution

*Using app protection policies, with or without MDM, at the same time. For example, you may choose to use a company issued phone with both – MDM and App protection policies, whereas, a personal phone may be protected by only the App protection policies. 
*Applying a MAM policy to the user without setting the device state. The user will get the MAM policy on both - the BYOD (bring-your-own-devices) and the Intune-managed device. You can also apply the MAM policy based on the managed state. 
<div class="note-box">Note: The policies do not apply when using the app in personal context and does not affect end-user productivity.&nbsp;</div> 
&nbsp;

Administrators can configure the ICM Mobile app as a managed app using Intune configuration policies.&nbsp;<br/> To avail the benefits of Intune MAM settings, users will have to download the ICM app from the Intune store set by the ICM Administrator and set company portal policies on their mobile phones.

Administrators can now:

*Enroll the device in Microsoft Intune. 
*Configure the access privileges for users and user groups for ICM Mobile App using Microsoft Intune policies. 
*Pre-configure the system URL so that users do not need to enter it every time. 
*Manage and protect organization's data within an application. 

Refer to the ICM Mobile App Management support using Microsoft Intune configuration guide for details.

== Logging on to the ICM Mobile Application for android device managed with Microsoft Intune ==

The system URL is pre-configured for users who have downloaded the ICM Mobile App from the Intune store set by the ICM Administrator and set company portal policies on their mobile phones.&nbsp;Please refer to the&nbsp;''ICM Mobile App Management Support using Microsoft Intune''&nbsp;config guide for more details on setting ''Company Portal Policies''&nbsp;on&nbsp;your mobile phones.

&nbsp;

#'''Tap '''the ICM app [[File:7.12 Mobile App 0.png|RTENOTITLE]]&nbsp;icon on your device to launch the ICM application. ICM instance login page opens after the Splash screen. 
<div class="image-green-border">[[File:7.12 Mobile App 1.png|300px|7.12 Mobile App 1.png]]</div> <ol start="2">
<li>'''Enter '''user email id.</li>
</ol>
<div class="image-green-border">[[File:7.12 Mobile App 2.png|300px|7.12 Mobile App 2.png]]</div> <ol start="3">
<li>'''Click '''''Next''.</li>
<li>'''Enter '''password.</li>
</ol>
<div class="image-green-border">[[File:7.12 Mobile App 3.png|300px|7.12 Mobile App 3.png]]</div> <ol start="5">
<li>'''Click '''''Sign in''. The ICM app’s ''Home ''page opens.</li>
</ol>
<div class="image-green-border">[[File:7.12 Mobile App 4.png|300px|7.12 Mobile App 4.png]]</div> 
When the user logs out of the ICM app from ''SETTINGS'', the ICM App login page opens.
<div class="image-green-border">[[File:7.12 Mobile App 5.png|300px|7.12 Mobile App 5.png]]</div> <div class="image-green-border">&nbsp;</div> 
== Logging on to the ICM Mobile Application for iOS device managed with Microsoft Intune ==

#'''Tap '''the ICM app [[File:7.12 Mobile App 0.png|RTENOTITLE]]&nbsp;icon on your device to launch the ICM application. ICM instance login page opens. 
<div class="image-green-border">[[File:7.12 Mobile App 6.png|300px|7.12 Mobile App 6.png]]</div> <ol start="2">
<li>'''Click '''''For Microsoft Intune - Click here''. The Microsoft ''Sign in'' page opens.</li>
<li>'''Enter '''the user id.</li>
<li>'''Click '''''Next''.&nbsp;</li>
</ol>
<div class="image-green-border">[[File:7.12 Mobile App 7.png|300px|7.12 Mobile App 7.png]]</div> <ol start="5">
<li>'''Enter '''password.</li>
</ol>
<div class="image-green-border">[[File:7.12 Mobile App 8.png|300px|7.12 Mobile App 8.png]]</div> <ol start="6">
<li>'''Click '''''Sign in''. The message ''Your organization is now protecting data in this app. You need to restart the app to continue'' is displayed. This message indicates that Intune policies are now applied on the application.&nbsp;</li>
</ol>
<div class="image-green-border">[[File:7.12 Mobile App 9.png|300px|7.12 Mobile App 9.png]]</div> <ol start="7">
<li>'''Click '''''OK''. The app will close and user needs to restart it to continue. If login URLs are configured the app will redirect to the ICM app ''Home ''screen.</li>
</ol>
<div class="image-green-border">[[File:7.12 Mobile App 10.png|300px|7.12 Mobile App 10.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: When user logs out of the ICM app from settings, the ICM app data is removed and the user needs to restart the app to access again. On logout, the user will be logged out from ICM app as well as from Intune account.</div> 
&nbsp;
<div class="image-green-border">[[File:7.12 Mobile App 11.png|300px|7.12 Mobile App 11.png]]</div> <div class="image-green-border">&nbsp;</div> 
== Downloading the ICM Mobile Application from the App Store ==

To download the mobile application:

1. '''Open '''the App Store.<br/> 2.&nbsp;'''Search '''for Icertis Contract Management or ICM.<br/> 3.&nbsp;'''Click '''''Get ''on your device to download the ICM application.

== Logging On to the ICM Mobile Application ==

To login to the mobile application:

1. '''Tap '''the&nbsp;[[File:Icon.png|baseline|18px|Icon.png]]&nbsp;icon on your device to launch the ICM application.<br/> 2.&nbsp;'''Enter '''your credentials in the fields. There are two ways of doing this:

*Set system URL: '''Type '''the URL of the ICM instance.&nbsp; 
*Set port number: '''Type '''the port number. (It may be similar to 8443).<br/> OR 
*Set API URL: '''Type '''the API URL.&nbsp; 
<div class="image-green-border">[[File:Icertis Applied Cloud.jpg|300x450px|RTENOTITLE]]</div> 
&nbsp;
<div class="note-box">'''Note''': If you are unsure of any of these, contact the Icertis Customer Support team.&nbsp;</div> 
3.&nbsp;'''Tap''' ''SAVE''.

The system authenticates your credentials. On successful authentication, the application opens on your mobile displaying the ''Dashboard screen''.

== Mobile App Features ==

=== Main Features ===

The Mobile Application offers the following features:&nbsp;

*Dashboard 
*Tasks 
*Commitments 
*Agreements 
*Requests 
*Settings 
*Filter and Searches (Category filter, Faceted Search, Free Text Search and Saved Search) 
*Notifications 

=== Configurable Features ===

The following features are configurable (to show/hide) on the ICM Mobile application:

*Dashboard: for example, the ''Carousel ''can be configured 
*Agreements 
*Requests 
*Faceted search 
*Saved search 
*Buttons: for example, ''Request Review'' and ''Remove Me'' buttons can be configured 
*Tabs: for example, ''History, Notes Notifications'' can be configured 

== Dashboard ==

The ''Dashboard ''is the first screen you see on successfully logging on to the mobile application. Here, you will see the Carousel, Saved searches, Free Text search, and Notifications. The dashboard allows you to easily access critical information and perform tasks that are important by saving your searches and viewing notifications on the main screen itself.

*By default, the ''Dashboard ''shows the top 20 saved searches: the top 5 in the Carousel view and the rest in the Tiles view. This count can be configured to increase or decrease based on your requirements by raising a Customer Service ticket.&nbsp; 
*A Free Text search&nbsp;[[File:Magnifying glass.png|middle|20x20px|Magnifying glass.png]]&nbsp;can be performed on Agreements and Requests. 
*You can save searches that are relevant and view them from the Dashboard itself. 
*A ''No records found'' the message is displayed if no saved searches are available. 
<div class="image-green-border">[[File:Icertis-Working with Dashboard.png|RTENOTITLE]]</div> 
*Tapping the Notifications&nbsp;[[File:Bell image.png|20x20px|Bell image.png]] icon displays a list of Notifications for Agreements and Requests. 

== Tasks ==

The ICM mobile application shows a list of Tasks that are associated with the Agreement and Request entity types.

Tasks can be filtered into the following categories:

*Tasks waiting for Approval 
*Tasks related to Deviations 
*Tasks pending Review 
<div class="image-green-border">&nbsp;[[File:Tasks 1.png|RTENOTITLE]]</div> 
*Deviated tasks display a ''Deviation List'' and the ''Deviation details'' for each of them.&nbsp; 
<div class="image-green-border">[[File:Task 2.png|240px|RTENOTITLE]]</div> 
*The&nbsp;''Deviation details'' include the old ''Clause Text'' and the new ''Deviation Text''. You can ''Approve ''or Reject the deviated Agreement, as required. 
<div class="image-green-border">[[File:Task 3.png|240px|RTENOTITLE]]</div> 
*Searching within a task is also possible using the Free Text search. 
*A ''No records found'' the message is displayed if no pending tasks are available. 
<div class="image-green-border">[[File:Task 4.png|240px|RTENOTITLE]]</div> 
== Commitments ==

The ''Commitments ''tab allows you to manage your Commitments using the mobile application. Only authorized users can view this tab.

*View Commitment details and filter them based on their status. 
*Take actions on overdue and pending Commitments. 
*Selecting a Commitment opens the respective Commitment’s Details screen providing details such as ''Contract Type'', ''Commitment Code'', ''Agreement Code'', ''Commitment Type'', ''Business Owner'', ''Status'' and ''Due Date''. 
*A ''No records found'' message is displayed if no Commitments are available. 
*To take action on a Commitment, either '''tap '''the ''Take action on commitment'' button on the List view or on the right-hand side of the Commitment that you want to view.&nbsp; 
*The ''Take action on commitment ''option will not be displayed for completed Commitments.&nbsp; 

=== Taking Action on Commitments ===

To take action on a Commitment:<br/> 1. '''Tap''' the ''Take action on commitment'' button to open the ''Add action details'' screen.<br/> 2. '''Enter''' information for the ''Action Taken, Action Date, Remarks'' and ''Achieved Value'' fields.
<div class="image-green-border">[[File:Taking Actions on Commitments.png|270x450px|RTENOTITLE]]</div> 
3.&nbsp;'''Select '''a ''Commitment Status'' from the dropdown.<br/> 4. '''Tap&nbsp;'''the Save button to complete the action.<br/> 5.&nbsp;On tapping the ''Save ''button, an ''Alert ''popup ''Commitment will not be editable anymore''. ''Do you want to continue? ''will be displayed. '''Select''' the ''Yes'' or ''No'' action, as applicable.
<div class="image-green-border">[[File:Taking Actions on Commitments 2.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:&nbsp;'''If you select the ''Postponed ''commitment status, you will need to provide the ''New Expected Completion Date''.</div> 
== Searches ==

Agreements and Requests can be searched using various search options.

All searches performed in ICM are case-insensitive, hence the characters can be entered in upper and/or lower case.&nbsp;<br/> The following search options are available for Agreements and Requests:

*Faceted Search: Filters records by applying various Attributes, such as Created date, Value, Expiry date, and so on. 
*Free Text search: Text-based search for Agreements.&nbsp; 
*Saved Search: Provides a list of your own saved searches created on the ICM Web user interface. 
*Favorites Tile: This tile on the Dashboard allows you to directly access Agreements/Requests that have been marked as Favorite. 

=== Faceted Search ===

To apply the Faceted search:

*Tap the Filter[[File:Filter image.png|20x20px|Filter image.png]]icon on the ''Agreements'' screen to apply various facets to filter the search results. 
*Use the Faceted search to apply filters on Agreements or Requests on the basis of facets and its value. 
*On selecting multiple values for a facet such as ''Created By'', the ICM Mobile Application applies the ''OR'' condition for that specific facet. 
*However, on selecting multiple filters such as ''Contract Value'' and ''Created By'', the ICM Mobile Application applies the ''AND ''condition for those facets. 
<div class="image-green-border">[[File:Faceted Search.png|255px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">For example, you want to view Agreements with contract value between 701M to 877M and those created by either user 1 or user 2. These facets can be applied by tapping on their values and tapping ''Apply''.<br/> ●&nbsp;&nbsp; &nbsp;By default, 5 facets values are available to use.<br/> ●&nbsp;&nbsp; &nbsp;If you want to apply a filter other than the available values, '''type''' the value in the text box provided and '''tap '''''Apply''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Faceted Search 2.png|RTENOTITLE]]</div> 
*Applied filters can also be Reset. 
*These facets can be customized based on your requirement. Since this is a backend activity, please contact the Icertis Customer Success if you wish to have any customizations done. 

=== Free Text Search ===

To apply the Free Text search:

*'''Tap '''the&nbsp;[[File:Magnifying glass.png|20x20px|Magnifying glass.png]]&nbsp;icon to perform a free text search on Agreements and Requests. 
*You can search across all Attributes of all ICM entities. Use double-quotes to find an exact match for your search phrase, such as "liability insurance". 
*Search results display when relevant keywords or contract details are entered. 
*A ''No records found'' message will be displayed if no search records are available. 

=== Saved Search ===

To apply the Saved search:

*'''Tap '''the[[File:Magnifier 2 image.png|baseline|20px|Magnifier 2 image.png]]icon to view a list of other saved searches inside a particular Agreement list.&nbsp; 
*'''Select '''a saved search from the list, and '''tap '''the ''Back ''button. 
<div class="image-green-border">[[File:Saved Search 1.png|250x450px|RTENOTITLE]]</div> 
*The ICM mobile application loads the saved search and lists the result. 
<div class="image-green-border">[[File:Saved Search 2.png|RTENOTITLE]]</div> 
*'''Tap''' the [[File:Exclamation icon image.png|RTENOTITLE]]&nbsp;icon to get help on the&nbsp;basic functions of the listed items. 
<div class="image-green-border">[[File:Saved Search 3.png|250px|RTENOTITLE]]</div> 
=== Favorites Tile ===

To save Agreements/Requests as Favorites:

*'''Select '''the Agreements or Requests that you want to mark as Favorites by tapping the ''Favorite ''icon[[File:Star image icon.png|RTENOTITLE]]for each of the Agreements.&nbsp; 
*This creates a ''Favorites ''tile on the Dashboard. 
<div class="image-green-border">&nbsp;[[File:Favorites Tile 1.png|250px|RTENOTITLE]]</div> 
*Tap the ''Favorites ''tile to view the Agreements/Requests in your list. 

== Agreements ==

ICM Mobile application displays a list of Agreements that you are authorized to view.&nbsp;

*All Agreements display their assigned status color code. For example, Approved Agreements will have a green vertical bar next to it, Cancelled Agreements will have a black vertical bar next to it, and so on. 
<div class="image-green-border">[[File:Agreements 1.png|250x450px|RTENOTITLE]]&nbsp;</div> 
*Agreements can be filtered using the ''Category Filter'' or the ''Faceted Filter''.&nbsp; 
*The ''Category Filter'' is used to filter Agreements by category. For example, Agreements expired. 
*The Faceted Filter is used to filter records by applying various Attributes, such as Created date, Value, Expiry date, and so on. 
<div class="image-green-border">[[File:Agreements 2.png|250px|RTENOTITLE]]</div> 
*Agreements can also be searched using the Faceted search, Free Text search and the Saved search. 
*Agreements can be marked as ''Favorites ''by tapping the ''Favorite ''icon which creates a ''Favorite ''tile on the ''Dashboard''. 
*A ''No records found'' message is displayed if no Agreements are found. 

=== Agreement&nbsp;Details Tab ===

The Agreement ''Details ''tab allows you to view the details of your Agreement using the mobile application.

'''Key Features'''

*The Attributes on this list can be modified by selecting the appropriate Attributes using the ICM Cloud Platform. 
<div class="image-green-border">[[File:Agreement Details Tab.png|250px|RTENOTITLE]]</div> 
*Tapping the[[File:Eye icon image.png|text-top|RTENOTITLE]]icon at the top of the screen, allows you to view or download a document, depending on the mobile application you are using: 
**For iOS: downloads are not performed within the ICM Mobile Application. The document opens in Web view with the copy-paste option being blocked – this restricts users from copy-pasting any document details. 
**For Android: the document is downloaded in a temporary folder on the device and needs the third-party applications, such as Acrobat Reader installed. Once users click the ''Back'' button, the downloaded document gets deleted.   
*The ''Association'' tab displays the Association details for that Agreement. 
*The ''Commitment'' tab displays a list of Commitments pertaining to that Agreement. You have an option to take appropriate action on Overdue or Incomplete Commitments. 
*The ''Notes'' tab displays a list of notes added for that Agreement. You can also add new notes to the Agreement. 
*You can perform the following actions on an Agreement: 
**Approve 
**Reject 
**Request Review 
**Delegate 
**Recall delegate 
**Remove Me   
*A ''No records found'' message is displayed if no Agreements details, Associations, Commitments or Notes are available. 
<div class="image-green-border">[[File:Agreement Details Tab 2.png|250px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> 
=== Agreement Associations Tab ===

The&nbsp;''Associations ''tab&nbsp;lists the Associations available for a particular Agreement.

'''Key Features'''

*You can expand the list to view the basic details of the Association. 
<div class="image-green-border">[[File:Agreement Associations Tab 1.png|250px|RTENOTITLE]]</div> 
*'''Tap''' the Association to view more details of the association, such as ''Summary, Client Details,'' and so on. 
<div class="image-green-border">[[File:Agreement Associations Tab 2.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> 
=== Agreement Commitments Tab ===

The&nbsp;''Commitments ''tab&nbsp;lists the Commitments available for a particular Agreement.&nbsp;

'''Key Features'''

*You can expand the list to view the basic details of the Commitments. 
<div class="image-green-border">[[File:Agreement Commitents Tab 1.png|250px|RTENOTITLE]]</div> 
*'''Tap '''the Commitment to view more details of the Commitment, such as ''Contract Type'', ''Commitment Code'', ''Commitment Type'', and so on. 
<div class="image-green-border">[[File:Agreement Commitment Tab 2.png|250px|RTENOTITLE]]</div> 
*A ''No records found'' message is displayed if no Commitments are found for that Agreement. 

=== Agreement Notes Tab ===

Tapping the Agreement ''Add Note'' tab displays details of the Notes.

'''Key Features'''

*'''Tap '''any Note record to view the ''Notes ''detail screen. 
<div class="image-green-border">[[File:Agreement Notes Tab 1.png|250px|RTENOTITLE]]<br/> &nbsp;</div> 
*'''Tap '''''Add Note'' at the bottom of the screen to add a new note. 
*'''Enter '''information in the ''Add Note'' box provided.&nbsp; 
*'''Tap''' the ''ADD'' button.&nbsp; 
*In addition, the note is listed on the ''Notes list'' screen. The note that you add here gets reflected in the UI. 
<div class="image-green-border">[[File:Agreement Notes Tab 2.png|250x450px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> 
=== Agreement/Request History Tab ===

Tapping the Agreement/Request History tab displays the history of the particular Agreement/Request.

'''Key Features'''

*Tapping the ''History ''tab opens the Agreement ''History ''screen. 
*You can either view ''All history'' or select one of the following tabs: 
**Draft 
**Approval 
**Execution&nbsp; 
**Post-Execution   
<div class="note-box">'''Note''': Only tabs containing data are displayed.</div> 
&nbsp;
<div class="image-green-border">&nbsp;[[File:Agreement-Request History Tab 1.png|250px|RTENOTITLE]]</div> 
*'''Tap '''any row or the ''Show details'' to open the ''History Details'' screen and get more information about the Agreement/Request.&nbsp; 
<div class="note-box">'''Note''': The states will only be visible if they are available for the Agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement-Request History Tab 2.png|250px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> 
=== Taking Action on Agreements/Requests ===

Tapping the Agreement/Request displays a number of actions that you can perform for the particular Agreement/Request.

'''Key Features'''

*The ICM Mobile application supports the following actions:&nbsp; 
**Approve 
**Reject 
**Request Review 
**Delegate 
**Recall delegate 
**Remove Me   
*Completing an action opens the ''Agreement ''list screen. 
<div class="image-green-border">[[File:Taking Action on Agreement-Request 1.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Agreement/Request Approve Action'''</div> 
&nbsp;To approve an Agreement/Request:

*'''Select '''the Agreement/Request that you need to approve. 
*'''Add '''a Note. Adding a note is optional. 
*'''Tap '''''APPROVE ''to confirm the approval. This opens the ''Agreement Details'' screen. 
<div class="image-green-border">[[File:Agreement-Request Approve Action 1.png|250x450px|RTENOTITLE]]</div> 
'''Agreement/Request Reject Action'''

To reject an Agreement/Request:

*'''Select '''the Agreement/Request that you need to reject. 
*'''Add '''a Note.&nbsp; 
*'''Select '''a mandatory reject ''Reason Code''. 
*'''Tap''' ''REJECT ''to confirm a rejection. This opens the ''Agreement Details'' screen. 
<div class="image-green-border">[[File:Agreement-Request Reject Action 1.png|250x450px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Agreement Request Review Action'''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To Request Review of an Agreement/Request:</div> 
*'''Select '''the Agreement/Request that that needs to be reviewed. 
*'''Tap '''the ''Request Review'' button. This opens the Agreement Request Review screen.&nbsp; 
*'''Select '''a user to review the Agreement. 
*'''Tap '''''SEND''. This opens the ''Agreement Details'' screen. 
<div class="image-green-border">[[File:Agreement Request Review Action.png|250px|RTENOTITLE]]</div> 
'''Agreement Remove Me Action'''

To remove an Agreement/Request:

*'''Select '''the Agreement/Request that needs to be removed. 
*'''Enter''' Notes for the particular Agreement. 
*'''Tap''' ''SUBMIT''.&nbsp; 
*Notes can be viewed under the ''History'' tab or the ''Notes'' tab. 
<div class="image-green-border">[[File:Agreement Remove Me Action 1.png|250x450px|RTENOTITLE]]</div> 
== Requests ==

The ''Requests ''Tab allows you to manage your Requests using the mobile application.&nbsp;

*Only authorized users can view this tab. 
*The Attributes on this list can be modified by selecting the proper Attributes in ICM. 
*Requests will be displayed based on their assigned status color. 
<div class="image-green-border">[[File:Requests 1.jpg|250px|RTENOTITLE]]</div> 
*Requests can be filtered or searched in the following ways: 
**Category Filter: Filters Agreements by category. For example, Agreements Expired. 
**Faceted Search: Filters records by applying various Attributes, such as Created date, Value, Expiry date, and so on. 
**Free Text search: Searches for Requests using free text. 
**Saved Search: Provides a list of your own saved searches created on the Web.   
*A ''No records found'' message is displayed if no Requests are available. 
<div class="image-green-border">[[File:Requests 2.png|250px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> 
=== Request Details&nbsp; ===

*'''Tap '''the Request to open the Details screen which displays the details of the Request, such as ''Summary'', ''Amendment'', ''Default'', and so on. 
*The ''Summary ''displays details such as ''Created by'', ''Status'', ''Created Date'' and ''Business Status'' in a collapsed view. 
*''Default ''displays all the Attributes in collapsed view. 
*The ''Associations'' tab displays the Association details for that Request. 
*The ''Notes'' tab displays a list of notes added for that Request. You can also add a note by tapping the ''Add Note'' button. 
*A ''No records found'' message is displayed if no records are available for Associations or notes. 
*The ''History ''tab displays ''All History'' for that Request. 
<div class="image-green-border">[[File:Request Details 1.png|250x450px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> 
=== Taking Action on Requests ===

The ICM mobile application supports the following actions for Requests:

*Approve&nbsp; 
*Reject 
*Request Review 
*Delegate 
*Recall Delegate 

== Settings ==

The ''Settings ''Tab allows you to manage the settings of the application or auto delegate tasks.

*The ''mobile Application'' has the following two options: 
**Auto delegation 
**Sign out   
*'''Tap''' ''Auto delegation'' to add or edit a delegation. 
*'''Tap''' ''Sign out'' to log out from the ICM Mobile application. 
<div class="image-green-border">[[File:Settings1.png|250px|RTENOTITLE]]</div> 
== Auto Delegation ==

*'''Tap '''''Auto delegation'' to view the ''Delegations ''screen. You can either add, edit or delete records as applicable. 
<div class="image-green-border">[[File:Auto Delegations.png|250x450px|RTENOTITLE]]</div> 
To add a new Auto delegation:

*'''Tap''' the ''Add new delegation'' + button at the bottom of the screen to add a new delegation. 
*'''Select''' the ''Start Date'' and ''End Date''. 
*'''Select''' the task you want to delegate from the ''Select Delegation'' ''Task'' drop-down. 
*'''Select''' a user from the ''Select User'' drop-down to whom you want to delegate the task. The ''Select role'' drop-down list is displayed when you select ''Agreement Approve'' tasks.&nbsp; 
*'''Tap''' ''Delegate ''to complete the auto delegation. 
*'''Tap''' ''Cancel'' if you want to cancel the delegation. 
<div class="image-green-border">[[File:Auto Delegations 2.png|250x450px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> 
== Notifications ==

The ''Notifications ''screen lists the notifications for your Agreements and Requests.

*Tap the Notifications&nbsp;[[File:Bell image.png|baseline|20px|RTENOTITLE]]&nbsp;icon on the Dashboard. This opens the Notifications screen. 
*Here, you can view notifications such as number of Agreements created, approved, executed, expired, sent for approval or review, or the number of Contracts/Requests/Amendments created or submitted, and so on. 
*By default, notifications are set to 15 days.&nbsp; 
<div class="image-green-border">[[File:Auto Delegations 3.jpg|300x450px|RTENOTITLE]]</div> 
*'''Tap '''the date range&nbsp;[[File:Tap image.png|RTENOTITLE]]icon to open the ''Select Days'' popup and change it to ''30'' ''Days'', ''60 Days'' or ''90 Days''.&nbsp; 
<div class="image-green-border">[[File:Auto Delegations 4.jpg|300x450px|RTENOTITLE]]</div> 
*'''Tap''' ''Cancel'' if you want to retain the default of 15 Days. 
*On the ''Agreements ''tab, '''select '''the type of Agreements you want to view. This opens the ''Agreements Notifications'' screen. 
*Details of the Agreement are displayed here, such as, who approved the Agreement or on what date the Agreement was approved. 
<div class="image-green-border">[[File:Auto Delegations 5.png|300x450px|RTENOTITLE]]</div> 
*On the ''Requests'' tab, '''select '''the type of Requests you want to view. This opens the ''Requests Notifications'' screen. 
<div class="image-green-border">[[File:Auto Delegations 6.png|265px|RTENOTITLE]]</div> 
*Details of the Contract Requests are displayed here, such as, who approved the Agreement or on what date the Agreement was approved. 
<div class="image-green-border">[[File:Auto Delegations 7.png|300x450px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]'''&nbsp;|&nbsp;'''[[Compliance_Management|Compliance Management]]'''&nbsp;'''</div>