Adding Supporting Documents to an Agreement[edit]


= Adding Supporting Documents to an Agreement =

You can add Associations and supporting documents to an Agreement after it is created. Supporting documents are not necessarily part of the agreement, but are used to capture miscellaneous details, like email threads, minutes of meetings, and so on. There are two types of associations:

*Peer to Peer: when an agreement is associated with another agreement or Masterdata.&nbsp;The peer associations can be in Executed,&nbsp;Waiting for Review and&nbsp;Reviewed&nbsp;states.&nbsp;This works only for the configured state(s). 
*Parent to Child: when an agreement and its supporting documents are linked through associations that are defined in a contract type. Inheritance is possible only when the data type of attributes defined for Parent and child agreements are the same. 

To add an Association:

1. '''Click '''the ''Agreement Management ''tile on&nbsp;My Dashboard. The&nbsp;Agreements Page&nbsp;opens.

2. '''Click''' the&nbsp;''Details'' icon&nbsp;&nbsp;to view the details of the selected Agreement. The&nbsp;Agreement ''Details'' Page&nbsp;opens. &nbsp;

3. '''Click''' the ''Associations'' option in the left navigation to see a list of all associations that have been added to the agreement.

4.&nbsp;'''Click''' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp;icon to add a peer to peer association. The''&nbsp;Select Association''&nbsp;page&nbsp;opens.
<div class="image-green-border">[[File:Add supporting documents details page 7.8.PNG|RTENOTITLE]]</div> <div class="image-green-border">
5. '''Select''' an appropriate association&nbsp;and then '''click '''''Select''. The selected Association gets added under the''Association&nbsp;''section&nbsp;with an incremented association number.

6. '''Click '''<font face="Segoe UI">[[File:Add icon.jpeg|RTENOTITLE]]&nbsp;</font>to add a&nbsp;parent to child association. The&nbsp;''Create Associated Document'' dialog box opens with the parent agreement name on the right side of the page.

7. '''Type'''&nbsp;the appropriate information in the respective fields&nbsp;and&nbsp;'''click&nbsp;'''''Create''&nbsp;to create a child association for that agreement.

8. The Association gets added under the ''Association&nbsp;''section&nbsp;with an incremented association number.
<div class="note-box">'''Note:'''&nbsp;In ICM you can auto attach supporting documents to an agreement at a pre-defined state, if proper Masterdata and Rules are created for the specific Contract Type.<br/> Two types of Masterdata must be created:,<br/> *&nbsp;for Mapping:&nbsp;it will consist of Contract type, Associations, Event&nbsp;which is the state when you want the supporting document to get attach with the Agreement and the Smart Link&nbsp;saved search name.<br/> *&nbsp;for Document Repository:&nbsp;it will consist of information such as&nbsp;Document Name, Effective date and&nbsp;Validity.<br/> The Rule needs to be created for the Agreement to get the ''Supporting Documents'' auto attached at the predefined state.</div> 
=== Auto-attachment of Associated documents ===

You can also&nbsp;create multiple Agreements that will have all the required supporting documents auto-attached to it. For this to work, the ICM Administrator must create two Masterdata Contract Types, one for the Supporting Documents and another to map the Agreement Contract Type to the specific Supporting Document. This feature will be useful when several Agreements need to be created with the same supporting documents. For example: Every sales order Agreement may be required to include a warranty documentation.

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== Adding Associated Document Saved Search to the Agreement Document ==

There are two ways to add an Associated Document Saved search to an Agreement.&nbsp;

*Adding the Saved search tag to the Template 
*Adding the Saved search tag to the Agreement document 

'''Note''': A Saved Search needs to be created in ICM of the required association data.&nbsp;

'''To tag Associated Document Saved Search:'''

You can add the rich text content control to tag the saved search in the Template or Agreement document using Word:

1.&nbsp;'''S''''''elect'''&nbsp;the&nbsp;''Plain Text Content Control ''from the&nbsp;''Developer''&nbsp;menu.

2. '''Click&nbsp;'''''Properties. ''The''Content Control Prpoerties ''winow opens''.&nbsp;''

3.''&nbsp;'''''Enter&nbsp;'''the ''Title ''and tag as&nbsp;ICMAssociation|AssociatedSavedSearchName.&nbsp;For example,&nbsp;ICMAssociation|Country Master.

4. '''Click '''''Ok. The ''Saved Search is now tagged in the Template/Agreement document in the form of a table.

[[File:Creating Template Content Control tag 7.8.PNG]]

'''Note''': This template is uploaded in ICM to be available while creating a document. The Saved Search is visible after assembling the contract.

Upon publishing the Agreement you can add more instances to the Associated document Saved Search in the&nbsp;Agreement document from the Agreement's ''Details ''page:

1. '''Click '''the ''Associations ''tab on the Agreement's&nbsp;''Details ''page.&nbsp;

2. '''Click '''the ''Create Association''&nbsp;icon in the Associations tab. The ''Create Association'' page opens.&nbsp;&nbsp;

[[File:Adding supporting document create association icon 7.8.PNG]]

3. '''Enter''' the necessary details on the Meta Data tab. For example,&nbsp;''Name, Contract Value''.

[[File:Adding supporting document create association page 7.8.PNG]]

4. '''Click '''''Next''. The Templates tab opens.

4. '''Select '''the appropriate template.&nbsp;

5. '''Click '''''Create''. The association instance is added. The Agreement's ''Details ''page opens. The number next to the association is updated in the ''Associations ''tab.Erlier there were 2 instances of the associations and now there are 3.&nbsp;

[[File:Adding supporting document updated association 7.8.PNG]]

6. '''Click '''the ''Assemble Contract&nbsp;''button on the ''Details ''page. The newly added instance get's updated in the Agreement document.

'''Note''': The Associated document saved search instances can also be updated in the document by ''Edit ''and ''Update ''actions.
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'''Related Topics''':&nbsp;&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Association_Management|Association Management]]&nbsp;|&nbsp;[[Saved_Searches|Saved Searches]]