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ICI leverages the powerful capabilities of Microsoft Teams to help internal teams collaborate on contract creation and negotiation workflows and expediting the contracting lifecycle. The Teams integrations will help customers to use a single communication system and discussions can be held in context of the agreement.
With this feature:
- Contract owner can initiate a collaboration on MS teams from agreement details page and also invite agreement team members to participate in the discussion.
- The latest version of the agreement document is also made available on the teams channel while initiating the collaboration. Participants can review, redline the agreement document in MS teams and publish the edited document back to ICI as a new version.
- The documents associated with main agreement in ICI can also referenced in MS teams channel
Collaborating with MS Teams[edit]
To collaborate upon an agreement within MS Teams, follow the below steps:
1. Open the details page of the Agreement which you want to collaborate upon within MS Teams.
2. Click on three dots menu. From the options displayed, click “Collaborate In Teams”
Note: The “Collaborate In Teams” option is only available for published documents.
“Collaborate In Teams” drawer opens. Please note collaboration within MS teams in possible only when credentials used for logging into ICI are same the one used for logging in to MS teams.
3. In the “Select Microsoft Teams Channel” tab, enter the following details:
Note: The Team will refer to the team’s name. The Channel will refer to different channels present under the selected team.
i. Select an existing team from the “Select Team” dropdown (system would only display the list of teams to which user has access in MS teams) or create a new team using “Create New” button.
ii. Select an existing channel from the “Select Channel” dropdown (system would only display the list of channels in a team to which user has access in MS teams) or create a new channel using “Create New” button. Please note users can create only the ‘Public’ channels using ‘Create new’ option..
iii. Add description if you are creating a new channel.
iv. Click “Next”. The “Select Participants” tab opens.
4. In the “Select Participants” tab, enter the following details:
i. List of all team members of the agreement with their roles is displayed (internal users only). Select and remove names that are not to be added in the channel.
ii. Click “Next”.
The “Select Documents” tab opens.
5. In the “Select Document” tab, enter the following details:
i. List of agreements and associated documents under the agreement are displayed. Select and remove documents that are not to be added in the channel.
ii. Click “Create”. A notification message about the channel creation status is displayed.
ii. Click “Create”. A notification message about the channel creation status is displayed.
6. Click “Go to Microsoft Teams”. System would now create a new team and channel or if existing team and channel is selected then it will post a new card in the selected channel. If the selected team members are not part of the team and channel, then they would be added to the team and access would be given to the selected channel.
A card will be created inside the channel with the agreement name, agreement status, created date, created by, and expiry date time information on it. If user had selected associated documents in Collaborate in teams wizard, then those documents would also be listed in the card.
System would add the latest version of the agreement as well as the selected associated documents in the ‘files’ section of the agreement.
Editing a Document in MS Teams[edit]
1. To edit the document, click “Edit” button on the card.
