Sending an Agreement for Review and Approval - Revision history

IDT-1 at 09:32, 26 May 2022

2022-05-26T09:32:35Z

IDT-1 at 04:38, 26 May 2022

2022-05-26T04:38:25Z

WikiSysop at 04:21, 20 December 2021

2021-12-20T04:21:40Z

WikiSysop at 08:10, 15 December 2021

2021-12-15T08:10:35Z

WikiSysop at 17:32, 22 November 2021

2021-11-22T17:32:54Z

WikiSysop at 17:29, 22 November 2021

2021-11-22T17:29:27Z

Sdk at 10:55, 24 May 2021

2021-05-24T10:55:38Z

WikiSysop at 08:46, 17 April 2019

2019-04-17T08:46:14Z

WikiSysop: Created page with " = Sending an Agreement for Review = ICM has strong review and approval processes. After the Agreement is created, you (primary owner) send it for internal and external revie..."

2019-04-17T08:44:25Z

Created page with " = Sending an Agreement for Review = ICM has strong review and approval processes. After the Agreement is created, you (primary owner) send it for internal and external revie..."

New page

= Sending an Agreement for Review =

ICM has strong review and approval processes. After the Agreement is created, you (primary owner) send it for internal and external review. The [[Glossary|third party]] review process is carried out off-premises. The Reviewer can suggest the changes wherever necessary.

To send a Document for a Review:

1. On the details page of an Agreement, '''click '''''Request Review''.
<div class="image-green-border">[[File:Send document for review1.jpg|RTENOTITLE]]</div>
The ''Request Review'' window opens.
<div class="note-box">'''Note''': The '''Third Party''' tab displays a user that you have added as an external signatory while creating an agreement.</div>
Make the appropriate selection:

:
:*'''Select''' ''Internal'' to add internal user as a reviewer.
:*'''Select '''''Third party ''to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.

2. Under ''Select User,'' '''select '''appropriate user as a reviewer. Alternatively, in the ''Search User ''box, type the name of the appropriate user, and then'''click '''the Search [[File:Search icon.png|RTENOTITLE]] icon.<br/> Use the scroll arrows [[File:Scroll arrow.jpg|RTENOTITLE]] to scroll through users.
<div class="image-green-border">[[File:Request review.jpg|RTENOTITLE]]</div>
3. '''Click''' ''Send''. The reviewer receives a notification for review. The status of the document changes to ''Review Pending'''''.'''

 

 

'''Related Topics:''' [[Reviewing_an_Agreement|Review a Contract/Agreement]] 

@@ Line 1: / Line 1: @@
@@ Line 16: / Line 17: @@
 *'''Select'''&nbsp;"Internal" to add internal user as a reviewer.
-*'''Select "'''Third Party"to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.&nbsp;When sending the review email to an external user, the email will be sent in two parts, one containing the agreement link and other containing the passcode. You can use the “Resend Passcode Notification” button to resend the email notifications to the external reviewer(s) whose action is pending.
+*'''Select "'''Third Party"to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.&nbsp;When sending the review email to an external user, the email will be sent via email notification.
-<div class="image-green-border">[[File:Resend Passcode.png|520px]]</div>
+*If external users’ needs to review the contract, they can review it via a capability where configuring the email notification with an agreement link and a passcode which would be sent via ICI in two separate emails. You can use the “Resend Passcode Notification” button to resend the email notifications to the external reviewer(s) whose action is pending.
 '''Note:'''
-*Configurator/Administrator should either enable the seeded notification subscription records or add new with the required attributes
+*Configurator/Administrator should either enable the seeded notification subscriptions or add required attributes as part of the notification to enable seamless and secured contract negotiations.
 *Configure correct role from the 'Role Action Mapping' section to trigger “Resend Notification Passcode” action
 *External user(s) can be selected from “User Selection” drawer or added to existing User Group and that User Group can be selected as Approver/Reviewer.
 . '''Select''' appropriate user as a reviewer.&nbsp;<br/> &nbsp;

@@ Line 1: / Line 1: @@
 = Sending an Agreement for Review and Approval =
@@ Line 9: / Line 10: @@
 &nbsp;
-<div class="image-green-border">[[File:8.0-Agreement Details Page- Send for Review.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Agreement Details Page- Send for Review.PNG|720px|8.0-Agreement Details Page- Send for Review.PNG]]</div>
 The "Request Review" window opens displaying the list of available reviewers.&nbsp;
 <div class="note-box">'''Note''': The Third Party tab displays a user that you have added as an external signatory while creating an agreement.</div>
@@ Line 15: / Line 16: @@
 *'''Select'''&nbsp;"Internal" to add internal user as a reviewer.
-*'''Select "'''Third Party"''to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.''
+*'''Select "'''Third Party"to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.&nbsp;When sending the review email to an external user, the email will be sent in two parts, one containing the agreement link and other containing the passcode. You can use the “Resend Passcode Notification” button to resend the email notifications to the external reviewer(s) whose action is pending.
 . '''Select''' appropriate user as a reviewer.&nbsp;<br/> &nbsp;
-<div class="image-green-border">[[File:8.0-Agreement Details Page- Send for Review1.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Agreement Details Page- Send for Review1.PNG|720px|8.0-Agreement Details Page- Send for Review1.PNG]]</div>
 . '''Click'''&nbsp;"Send". The reviewer receives a notification for review. The status of the document changes to "Review Pending"'''.'''
 = Recalling an Agreement Approval =

@@ Line 20: / Line 20: @@
 <div class="image-green-border">[[File:8.0-Agreement Details Page- Send for Review1.PNG|720px]]</div>
 . '''Click'''&nbsp;"Send". The reviewer receives a notification for review. The status of the document changes to "Review Pending"'''.'''
 = Recalling an Agreement Approval =
@@ Line 32: / Line 33: @@
 &nbsp;
-<div class="image-green-border">[[File:8.0-Agreement Details Page- Recall.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Agreement Details Page- Recall.PNG|720px|8.0-Agreement Details Page- Recall.PNG]]</div>
 . '''Type''' a reason or note for recalling this agreement. Though this field is optional, it should be used to enter detailed notes for future reference. '''Select''' a reason code from the drop down list.
-<div class="image-green-border">[[File:8.0-Agreement Details Page- Recall1.PNG|520px]]</div>
+<div class="image-green-border">[[File:8.0-Agreement Details Page- Recall1.PNG|520px|8.0-Agreement Details Page- Recall1.PNG]]</div>
 . Make the necessary changes to the Agreement and when done, you can send the agreement back for approval.
 '''Related Topics:'''&nbsp;[[Reviewing_an_Agreement|Review a Contract/Agreement]]&nbsp;

@@ Line 2: / Line 2: @@
 = Sending an Agreement for Review and Approval =
-ICI&nbsp;has strong review and approval processes. After the Agreement is created, you (primary owner) send it for internal and external review. The [[Glossary|third party]] review process is carried out off-premises. The Reviewer can suggest the changes wherever necessary.
+ICI&nbsp;has strong review and approval processes. After the Agreement is created, you (primary owner) send it for internal and external review. The third party review process is carried out off-premises. The Reviewer can suggest the changes wherever necessary.
 To send a Document for a Review:
-.'''Click&nbsp;'''the three dots icon on agreements "Details" page and then&nbsp;'''click&nbsp;'''" Request Review"&nbsp;
+Users can review the agreement using the "Request Review" button&nbsp;available on the top of the agreement "Details" page or from the three dots icon.&nbsp;
-<div class="image-green-border">[[File:8.0-RequestReview-Agreements.PNG|720px|8.0-RequestReview-Agreements.PNG]]</div>
 The "Request Review" window opens displaying the list of available reviewers.&nbsp;
 <div class="note-box">'''Note''': The Third Party tab displays a user that you have added as an external signatory while creating an agreement.</div>
@@ Line 15: / Line 17: @@
 *'''Select "'''Third Party"''to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.''
 . '''Select''' appropriate user as a reviewer.&nbsp;<br/> &nbsp;
-<div class="image-green-border">[[File:8.0-RequestReview-Agreements1.PNG|720px|8.0-RequestReview-Agreements1.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Agreement Details Page- Send for Review1.PNG|720px]]</div>
 . '''Click'''&nbsp;"Send". The reviewer receives a notification for review. The status of the document changes to "Review Pending"'''.'''
 = Recalling an Agreement Approval =
@@ Line 23: / Line 25: @@
 The Recall option is available for agreements in "Waiting for Approval" state. An agreement that is sent for approval can be recalled, if changes need to be made to it. This cancels the request for approval and changes the status from "Waiting for Approval" back to "Draft". The primary owner can make the required changes to the Agreement and trigger the approval process again.
-To recall an approval:
+To recall an&nbsp; agreement sent for approval:
 . Open the agreement "Details" page&nbsp;for the agreement that is "Waiting for Approval" and needs to be recalled.
-. '''Click'''&nbsp;the three dots on the top right corner of the agreement "Details" page and then '''click&nbsp;'''"Recall". The "Add Note-Recall" window opens.
+Users can recall the agreement using the "Recall" button&nbsp;available on the top of the agreement "Details" page or from the three dots icon.&nbsp;
-<div class="image-green-border">[[File:8.0-RequestReview-Agreements-Recall1.PNG|720px|8.0-RequestReview-Agreements-Recall1.PNG]]</div>
 . '''Type''' a reason or note for recalling this agreement. Though this field is optional, it should be used to enter detailed notes for future reference. '''Select''' a reason code from the drop down list.
-<div class="image-green-border">[[File:8.0-RequestReview-Agreements-Recall2.PNG|720px|8.0-RequestReview-Agreements-Recall2.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Agreement Details Page- Recall1.PNG|520px]]</div>
 . Make the necessary changes to the Agreement and when done, you can send the agreement back for approval.
 '''Related Topics:'''&nbsp;[[Reviewing_an_Agreement|Review a Contract/Agreement]]&nbsp;

@@ Line 7: / Line 7: @@
 .'''Click&nbsp;'''the three dots icon on agreements "Details" page and then&nbsp;'''click&nbsp;'''" Request Review"&nbsp;
-<div class="image-green-border">[[File:8.0-RequestReview-Agreements.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-RequestReview-Agreements.PNG|720px|8.0-RequestReview-Agreements.PNG]]</div>
 The "Request Review" window opens displaying the list of available reviewers.&nbsp;
 <div class="note-box">'''Note''': The Third Party tab displays a user that you have added as an external signatory while creating an agreement.</div>
@@ Line 13: / Line 13: @@
 *'''Select'''&nbsp;"Internal" to add internal user as a reviewer.
-*'''Select "'''Third Party"''to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.
+*'''Select "'''Third Party"''to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.''
+. '''Select''' appropriate user as a reviewer.&nbsp;<br/> &nbsp;
-. '''S''''''elect '''appropriate user as a reviewer. Alternatively, in the ''Search User ''box, type the name of the appropriate user, and then'''click '''the Search&nbsp;[[File:Search icon.png|RTENOTITLE]]&nbsp;icon.<br/> Use the scroll arrows [[File:Scroll arrow.jpg|RTENOTITLE]] to scroll through users
+<div class="image-green-border">[[File:8.0-RequestReview-Agreements1.PNG|720px|8.0-RequestReview-Agreements1.PNG]]</div>
 <div class="image-green-border">[[File:8.0-RequestReview-Agreements1.PNG|720px]]</div>
 . '''Click'''&nbsp;"Send". The reviewer receives a notification for review. The status of the document changes to "Review Pending"'''.'''
@@ Line 29: / Line 28: @@
 . '''Click'''&nbsp;the three dots on the top right corner of the agreement "Details" page and then '''click&nbsp;'''"Recall". The "Add Note-Recall" window opens.
-<div class="image-green-border">[[File:8.0-RequestReview-Agreements-Recall1.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-RequestReview-Agreements-Recall1.PNG|720px|8.0-RequestReview-Agreements-Recall1.PNG]]</div>
 . '''Type''' a reason or note for recalling this agreement. Though this field is optional, it should be used to enter detailed notes for future reference. '''Select''' a reason code from the drop down list.
-<div class="image-green-border">[[File:8.0-RequestReview-Agreements-Recall2.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-RequestReview-Agreements-Recall2.PNG|720px|8.0-RequestReview-Agreements-Recall2.PNG]]</div>
 . Make the necessary changes to the Agreement and when done, you can send the agreement back for approval.
 '''Related Topics:'''&nbsp;[[Reviewing_an_Agreement|Review a Contract/Agreement]]&nbsp;