Revision as of 07:56, 13 September 2019 (view source) IDT-5 (Talk | contribs) ← Older edit		Latest revision as of 08:35, 25 June 2022 (view source) WikiSysop (Talk | contribs)
(287 intermediate revisions by 8 users not shown)
Line 1:		Line 1:
−	= ICM Release Notes - Release 7.9 =	+	= ICI Release Notes - Release 8.1 =
−	== Overview of Release 7.9 ==	+	== Release 8.1 New Features ==
−	The 7.9 Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience and intuitiveness by continually improving ICM functionalities and user interface.	+	These release notes provide an overview of the enhancements to ICI, the ICI experience for integrations, and so on.
−	The key enhancements of this release include:	+	•      Refer to the [[#_Technical_Requirements_8.1|'''Technical Requirements''']] for the release in this document.
−	*Enhancements in AI applications such as providing the agreement/clause similarity functions and some UX improvements in the ''NegotiateAI'' app, supporting obligation discovery on templates and incorporating user actions feedback in the ''ObligationAI'' app, adding support for implementation of custom visualization in the ''VisualizeAI ''app, and adding support for Table discovery in the ''DiscoverAI'' app.	+	•      Refer to the [https://ici-us-wiki01.icertis.com/ICIHelp8.1/index.php?title=ICI_Help '''Wiki'''] documentation (also found in your ICI help section) for details on all ICI features and functionalities.
−	*Allowing multiple stakeholders to collaborate within ICM itself in the context of contract, thus eliminating the need for using external tools such as Email, Skype, etc.	+
−	*Supporting the ability to apply nested filters to search entities. The search capabilities now also allow searching agreements and associated documents based on clause usage, so that users can tackle the high-risk agreements first and mitigate risks.	+
−	*Ability to compare ''Associations tagged as a Table'' across versions	+
−	*Improving usability by providing the ability to compare Associations tagged as a table across versions, allowing comparison of any two versions of the agreement document, and displaying a banner for an announcement or scheduled event.	+
−	*Improving Power Business Intelligence (BI) usability by displaying the power BI dashboard on the ''Advanced Analytics'' tile and making some UX related changes to improve user experience.	+
−	*Introducing the bulk import tool to import templates/clauses in bulk along with tagging and rules, enhancing bulk upload capability to create an assignment or initiate termination, provision users, and add team members when creating or updating an agreement/amendment.	+
−	*Enhancing the ICM infrastructure to support multiple application types (''Contracting, Sourcing, Proposal, Obligation Management, and Supplier Lifecycle Management'') when creating a contract type.	+
−	*Introducing the ability to tag the string masterdata localized attributes to support bilingual templates within ICM.	+
−	*Improving the ability to create rules by introducing new conditions such as ''Has A Value'' and supporting power set conditions for multi-select data. 	+
−	*Extending support for template variables to be able to track the dependency between the contract type attributes and template variables.	+
−	*Refining reports to display the date and time as per user preferences in addition to more reports now being available on the dashboard as KPIs.	+
−	*Improving the Icertis Experience by:	+
−	**Introducing a new .JS version of the ICM Outlook plugin to be able to upload the next version of the agreement document and associated document, or creating a new association instance and the uploading the associated document received over email to the agreement, thus reducing the overall turnaround time for the author.	+
−	**Enhancing the Office.js based Add-in experience in ICM for MS Office Word 2016 onwards that enables you to have richer, more secure and centralized Web experience of managing ICM functions right inside MS Office Word.	+
−	**Introducing a new field for Salesforce users named ''Field Set Name'' so that the adapter reads the metadata and sends only the attributes defined for the entity when the integration is triggered from Salesforce. It also allows using attributes defined at the template level to store critical data as part of the agreement and sync with Salesforce, thus avoiding data duplication and redundancy in the process.	+
−	**Collaborating in Microsoft Teams using ICM Bot to provide a seamless user experience when authoring contracts, negotiations or when discussing ideas, and in turn significantly improving the cycle time.	+
−	**Configuring the ICM Workday adapter so that executed agreements can be attached as .PDF, instead of .docx.	+
−	**Extending support of wet signatures available in Adobe Sign to ICM, and supporting redlining in associations tagged as a table in a template or agreement document, in addition to allowing the user to send supporting documents along with the main agreement for signature when using Adobe Sign.	+
−	<div class="note-box">'''Note: '''The ICM-Coupa integration adapter that supported the exchange of data between ICM and Coupa Spend Management platform is no longer supported.</div>	+
−	These Release Notes provide an overview of enhancements to ICM and the ICM Experience for Integrations. Refer to the detailed Wiki documentation for explanation and capabilities of these and all other ICM features and functionalities.	+
−	&nbsp;	+	The 8.1 Release introduces the following enhancements to the Icertis Contract Intelligence (ICI) platform:
−	== ICM Application Enhancements ==	+	== Icertis Contract Intelligence&nbsp; ==
−	<div class="image-green-border"><span style="color:#008000;">'''390639 – Collaboration in contracts &nbsp;'''</span>	+
−	Previously, stakeholders involved in the contracting/sourcing process used to communicate via external tools such as Email, Skype, etc. Managing these conversations that involved multiple stakeholders and multiple discussions was a cumbersome task. With this release, ICM has eliminated the need to use external tools and created a dedicated space available within the agreement itself.	+
−	To collaborate, multiple stakeholders involved in the contracting/sourcing process can:	+	=== Agreement & Platform&nbsp; ===
−	*Use the ''Collaboration'' tab available inside the agreement	+	'''A new collaboration experience with Microsoft Teams'''
−	*Provision an internal/external team member to communicate with other internal or external team member(s) by creating topics and posting messages in it	+
−	*Provision users to send and receive attachments along with the message	+
−	*Provision users to mark the topic as closed once the discussion is concluded	+
−	*Send Email notifications to participants when messages are posted in the topic	+
−	This can be achieved by setting the ''Enable Collaboration'' flag to ''Yes'' for the agreement contract type, which displays a ''Collaboration'' tab on the agreement ''Details ''page. To prevent data loss, once ''Collaboration'' is enabled for a contract type, it cannot be disabled.	+	ICI now leverages the powerful capabilities of Microsoft Teams to help internal teams collaborate on contract creation workflow 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.
−	[[File:7.9 Release Notes 390639.PNG|720px|7.9 Release Notes 390639]]	+	The feature includes:
−	&nbsp;	+	*Contract owner can initiate a collaboration on MS teams from agreement details page and also invite agreement team members to participate in the discussion.
−	<div class="image-green-border">'''<span style="color:#008000;">400058 – Searching entities using nested filters</span>'''&nbsp;</div> <div class="image-green-border">	+	*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.
−	With this release, ICM now supports the ability to apply nested filters to search entities. This allows users to derive out-of-the-box saved search KPIs that help them manage agreements and amendments easily. For example, you can search for all agreements where John Doe is present in the agreement as the deviation approver by nesting of filters.	+	*The documents associated with main agreement in ICI can also referenced in MS teams channel
−	You can search and filter agreements based on any user roles using the following ''Categories'' – ''Team Member: Role Name, Is Group, Role Display Name, and User Name.''	+	Feature ID: 1188391
−	[[File:7.9 Release Notes 400058.PNG|720px|7.9 Release Notes 400058]]	+	'''Negotiate and Update Agreements with the new Outlook Add-in'''
−	&nbsp;	+	The new Outlook Add-in connects users’ emails with Icertis Contract Intelligence and provides improved collaboration capabilities and ensures information sent on emails is tracked for audit and governance on ICI. In addition, the new add-in provides a better interaction design, in line with the modern ACE user experience released in version 8.0.
−	<span style="color:#008000;">'''288372 – Inclusion of clauses and clause properties in search facets&nbsp;'''</span>	+	The Add-in for Microsoft Outlook Desktop is supported on Windows and Mac OS. Once installed, an '''Icertis Experience for Outlook''' pane is accessible from Outlook. The pane provides access to ICI agreement data, along with success and error messaging for interactions. It can be pinned on the interface for easy access.
−	ICM has further enhanced the search capabilities by allowing searches on agreements,&nbsp;amendments, and advanced search based on clause usage. This allows users to prioritize the agreements they plan to work on based on clause usage, thus being able to tackle high-risk agreements first and mitigating risks.	+	With the Outlook Add-in improvements, users can now do the following:
−	You can now search and filter agreements using the following clause categories:&nbsp;''Clause Group, Clause Language, Clause Name, Is Alternate Clause, Is Dependent Clause, Is Deviated, Is Editable, Is Mandatory, Perform Deviation Analysis, Primary Clause, and Clause Code.''	+	*Add attached documents in emails as associations or a new agreement version in ICI.
		+	*Preview Agreement and Association documents from the Outlook Add-in.
		+	*Drag-and-drop single or multiple emails as associations.
		+	*Replace existing associated document with a new email or email attachment.
		+	*Access agreements and associated documents from the Outlook plugin and email them attachments to reviewers or approvers any stakeholders.
		+	*New incoming messages for email threads marked as associated documents are automatically added as new associated documents.&nbsp;
−	<span style="color:#FF0000;">Note:</span>'''&nbsp;'''''Clause Description'',&nbsp;''Clause Text'',&nbsp;''Linked Primary Clauses'',&nbsp;''Clause Status'', ''Linked Primary Template Clause'', and search based on clause text area are not supported in clause categories''.''	+	Feature IDs: 1137119, 1137121
−	''[[File:7.9 Release Notes 288372.PNG|720px|7.9 Release Notes 288372.PNG]]''	+	'''Quick & Easy Agreement Creation'''
−	&nbsp;	+	Agreement Contract Types now come with a Quick Creation option. For all agreements using this option, users can fill all the necessary information on a single page and publish the contract or send it for approval immediately.
−	<span style="color:#008000;">'''384321 – Ability to compare ''Associations tagged as a Table'' across versions'''</span>	+	Feature ID: 1183356
−	When a user uploads a new version of the document, ICM provides the ability to compare the changes in clause language or the attributes. Version-wise changed history is also stored in the ''Versions'' section on the ''Details'' page.	+	'''More Quick Action Options'''
−	With this release, modifications made to associations or saved search that were tagged as a table in a template (such as adding or removing rows/columns or changing the values in individual cells) will be visible at the time of upload as well as on the ''Versions'' tab of the agreement document. This will allow the contract negotiator to make informed decisions accordingly. ICM Scribe has also been enhanced to support this capability, but provides limited information.	+	The Quick Actions widget “What would you like to do” has been enhanced to provide multiple actions/links with one quick action line item. For example, “Create MSA” quick action now provides multiple links catering to “Own” and “Third Party” paper selections, as displayed in the image below.
		+	<div class="image-green-border">[[File:RN 8.1 1.png|520px|RN 8.1 1.png]]</div>
		+	Feature ID: 1183310
−	<span style="color:#FF0000;">Note: </span>Deviation tracking and syncing back of the changed table data to the respective association instances is not supported. Table comparison is only shown when cell values get changed, not when empty cells get added or removed.	+	'''External Emails Split to Ensure Compliance&nbsp;'''
−	[[File:382235.png|720px|382235]]	+	Contracts sent for review or approval by email to other parties, legal consultants and users not within ICI are now split in two parts. A URL and passcode can be shared with the users and the review can be done completely online. No need of downloading and attaching documents and tracking versions offline. The process is quick, secure and easy to audit.<br/> Two emails are sent, One email is sent containing the agreement URL and the other with the passcode to access the URL. This method could be used for requesting reviews, reviews and approval.<br/> <br/> Users can also resend the notification to external users whose reviews are pending, with the help of the “Resend Passcode Notification” button.<br/> <br/> To enable this feature, the implementation team needs to configure it explicitly.&nbsp;<br/> <br/> Feature ID: 1216716&nbsp;
−	&nbsp;	+	'''Deviation management for text and tables outside content control'''
−	<div class="image-green-border">	+
−	<span style="color:#008000;">'''452265 – Ability to compare any two&nbsp;versions of the agreement&nbsp;document'''</span>	+
−	</div> <div class="image-green-border">	+
−	Previously, users could only see the comparison between the last and the current version of the agreement document version. This functionality has now been enhanced and is accomplished through the ''Compare Documents'' icon on the agreement ''Details'' page, so that the user can compare any two of the available versions of the agreement as required.	+
−	<span style="color:#FF0000;">Note:</span> The agreement document version comparison always takes place between a higher version on the right panel and a lower version on the left panel.	+	If changes are made to the plain text in agreements or tables in associations of an agreement document (text which is not a clause or attribute), a deviation can now be triggered to help Legal teams exercise greater content control. The changes are highlighted and the deviations will flow through an approval process.<br/> <br/> Feature ID: 1183384&nbsp;
−	[[File:7.9 Release Notes 452265.png|720px|7.9 Release Notes 452265]]	+	'''Support for Microsoft Powerpoint documents'''
−	&nbsp;	+	ICI now supports Microsoft Powerpoint file formats (files with .ppt and .pptx extension) as third-party paper agreement file formats. In addition to PDF and DOCX file formats, users can now create and negotiate contracts using PPT and PPTX files.
−	</div> </div>	+
−	<br/> '''<span style="color:#008000;">382235 – Default dashboards in advanced analytics</span>'''	+
−	</div> <div class="image-green-border">	+
−	With this release, in an effort to improve advanced analytics usability, additional functionalities have been added and some changes have been made.	+
−	Default Dashboards are now available in the ''Advanced Analytics'' section. The ''Advanced Analytics'' tile now displays the following 3 tabs:	+	Feature ID: 1183367
−	*'''''Business Summary:''''' displays the following charts based on the defined KPIs and the authorization of the user (for example, Finance Head):	+	'''Online Editing Of Own Paper'''
−	**Agreement Summary such as Top Agreements by Value, Top Expiring Agreements, etc. (based on the defined KPIs).	+
−	**Deviations Summary such as Deviated Agreements and Contract Value (s) by Org Unit, Deviated Agreements by Contract Type, etc.&nbsp;	+
−	**Expiring Agreements such as Expiring Agreements by Month, Agreements marked for Auto-Renewal, etc.&nbsp;	+
−	**Cycle Time Report such as Cycle Time (in Days) by Contract Types, Trend of Cycle Time by Month, etc.&nbsp;	+
−	**Configuration Statistics such as Distribution of Templates by Contract Types, Clauses by Category, etc.&nbsp;	+
−	*'''''Legal Summary:'' '''displays the following based on the defined KPIs and the authorization of the user (for example, Legal Head):	+	In this release, ICI is enhancing its existing online editing feature &nbsp;by supporting online editing of own paper documents. using Microsoft WOPI.We have improved the experience for editing agreements with Microsoft Online applications In this release.
−	**''Agreement Summary'' such as ''Top Agreements by Value, Top Expiring Agreements'', etc. (based on the defined KPIs).	+
−	**''Deviations Summary'' such as ''Deviated Agreements and Agreement Value (s) by Org Unit, Deviations Trend'', etc.	+
−	**''Expiring Agreements ''such ''as Expiring Agreements by Month, Agreements Value Expiring in next 12 Months by Org Unit'', etc.	+
−	**''Cycle Time Report ''such as ''Cycle Time (in Days) by Contract Types, Trend of Cycle Time by Month'', etc.	+
−	**''Configuration Statistics ''such as ''Distribution of Templates by Contract Types, User Information,'' etc.	+
−	*'''''Legal Details:''''' displays the legal details at a more granular level based on the defined KPIs and the authorization of the user (for example, Legal Head):	+	The following improvements can be observed:
−	**''Agreement Summary'' such as ''Count of Agreements by Contract Type or Org Unit, Agreements by Status'', etc. (based on the defined KPIs).	+
−	**''Deviations Summary'' such as ''Deviated Agreements by Org Unit, Deviated Clause Cloud'', etc.	+
−	**''Expiring Agreements ''such ''as Expiring Agreements in 30 Days by their Org Unit, Agreements marked for Auto-Renewal in 30 Days by Org Unit'', etc.	+
−	**''Cycle Time Report ''such as ''Average'' ''Cycle Time (in Days) of Agreements, Month-wise Cycle Time Trend,'' etc.	+
−	*When creating reports, you can select which data model you want to use. For example, you can select the Agreements data model to get agreement centric attributes and other data. If you select Clauses data model, then you would get clauses centric attributes and other data. The same applies using the ''Ask a question'' functionality.	+	*Documents with editable content control can be edited and and values are is synced seamlessly.
−	*The following UX related changes have been made:	+	*The track changes option will now track all the changes made by the users in reviewing mode, creating a redlined version of the document.
−	**''Last Updated On'' text is changed to&nbsp;''Data Source updated successfully&nbsp;''	+	*The empty content control will be displayed as blank instead of “obj”.
−	**The ''Refresh'' icon (which shows the minimum time of refresh cycle among all datasets) is changed to the ''Refresh page'' button	+	*The content controls within tables can now be edited with associations tagged as tables and saved searches.Content controls within tables will now be editable.&nbsp;
−	*The ''Save your report'' option is now available for global reports. Users can save a copy of the global report. It is visible in the user’s''My Reports'' section and can be modified as required. If special characters are added to the report name, an error message will be displayed.	+
−	*You can change the name of the report using the ''Edit Report Name'' option. If special characters are added when renaming a report, an error message will be displayed.	+
−	*You can also delete this report using the ''Delete Report'' option if it is no longer relevant.	+
−	&nbsp;	+	Feature ID: 1287270&nbsp;
−	<span style="color:#008000;">'''456074/439569/439668/467828 &nbsp;– Enhancements to Bulk Upload - beta version'''</span>	+	'''Support for Inheritance of Bulk Associations&nbsp;'''
−	The beta version of the ''Bulk Upload'' functionality has been enhanced. This allows you to:	+	In addition to attributes and associations, now bulk associations contract types (BACT) and their extension attributes can now be inherited from parent to child agreements.&nbsp;
−	*Provision users (which was earlier only available for Legacy Upload)	+	The agreements with BACT associations will get inherited asynchronously along with all extension attributes of all the associations. The bulk associations will also work as they do in parent agreements.
−	*Add team members when creating an agreement or amendment	+
−	[[File:7.9 Release Notes 456074-439569-439668-467828.PNG|720px|7.9 Release Notes 456074-439569-439668-467828 - 01]]	+	Feature ID: 1278205&nbsp;
−	*Add team members when updating agreement or amendment	+	'''Enhancement to Download all Agreement & Associated Documents in one click''' &nbsp;
−	*Create assignment and initiate the termination of agreements	+
−	[[File:7.9 Release Notes 456074-439569-439668-467828-2nd.PNG|720px|7.9 Release Notes 456074-439569-439668-467828 - 02]]	+	With this release, we have expanded on the Download all capability which allowed users can to download the agreement and itsall associated documents in one click saving much time and effort.&nbsp;
−	&nbsp;	+	This functionality was earlier available when the signature type for the agreement was set to manual, it is now available for electronic and hybrid signature types as well.
−	<div class="image-green-border"><span style="color:#008000;">'''420230 – Extending contract type definition to determine the Application type'''</span></div>	+
−	ICM offers the ability to determine the Application type (''Contracting'',&nbsp;''Sourcing'',&nbsp;''Proposal'',&nbsp;''Obligation Management'', and&nbsp;''Supplier Lifecycle Management'') when creating a contract type. This is possible with the inclusion of two new choice type attributes,&nbsp;''Business Application Type''&nbsp;and&nbsp;''Business Application Category''&nbsp;at the contract type level. This feature helps effortlessly drive business applications on the ICM platform.&nbsp;These attributes are applicable for agreements and associated document contract types, after the business application is enabled through a technical configuration. The access privileges for business applications (such as Sourcing)&nbsp;are driven through Security Groups.	+
−	[[File:7.9 Release Notes 420230.PNG|720px|7.9 Release Notes 420230]]	+	Additionally, the “Download All” button will now be visible to users based on the role action mapping in superseded state as well.&nbsp;
−	&nbsp;	+	Feature ID: 980342&nbsp;
−	'''<span style="color:#008000;">408652 – Displaying an announcement banner</span>'''	+	'''Platform changes to enhance UX for Business Applications'''
−	ICM has now improved user experience by providing the capability of displaying a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICM window alerting the users of the downtime, so that they can plan their work accordingly.	+	To improve findability and relevance of information pertaining to a particular business application, some configuration changes are now available in the platform. These changes significantly improve the search and usability experience when working with Agreements, Associations or any Business Application.
−	This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.	+	The following configurations are now supported:
−	[[File:7.9 Release Notes 408652.PNG|720px|7.9 Release Notes 408652]]	+	*Business Applications have dedicated index pages, where users can search for the information pertaining to the specific business application.
		+	*Agreements and Associations index pages do not show information from Business Applications.
		+	*On the Advanced Search page, users have a choice to search for information from Agreements or specific business applications.
		+	*Left navigation of a business application entity page can be configured to show the relevant links.
		+	*Results for global search are categorized by the business application name if they are not Agreements or Associations.
		+	*When creating a Contract Type, seeded attributes only relevant to the Business Application Type and Category can be seededwill be selected.
−	&nbsp;	+	Feature ID: 1183274&nbsp;
−	<span style="color:#008000;">'''408644 – Google cloud Pub/Sub support'''</span>	+	=== Self-Service ===
−	ICM has introduced out-of-the-box support for Google Pub/Sub (which is a fully managed real-time messaging service provided by Google Cloud) for ICM internal communication and also for any third party integrations.	+	'''Introduction of a Technical Admin user to access the System Configuration on Self Service Portal'''
−	In ICM, the ''Message Pull'' option is used to receive messages from Pub/Sub. This change is transparent for ICM and there is no change as to how the communication between ICM Application (UI/API/Task) is perpetual.	+	With the risk of inaccuracies in technical configurations, given their critical importance, such configurations have been, till now, hosted outside the confines of ICI, where ICI admin users, who have azure subscriptions to an instance, authored the process.
−	&nbsp;	+	Therefore, the capability of admin users within ICI were being limited and the scope of technical configurations had to be expanded.
−	</div>	+
−	=== Enhancements to Rules ===	+
−	'''<span style="color:#008000;">397346 – Ability to create a rule with ''Has A Value ''condition</span>'''&nbsp;	+	Now, a solution has been devised with this feature, as enunciated in the following:
−	With this release, the&nbsp;''Has A Value''&nbsp;condition has been enhanced to include all data types and system defined attributes such that rules can be set up for an attribute having any value.	+	*Technical Administrators can now be configured/added for performing required technical configurations in the System Configuration Portal, using the new “Technical Roles” field while adding, provisioning or editing a user.
−	For example, you want to set up a rule so that an approver John Doe should approve the contract if a discount is applicable to it, irrespective of the value of the discount. Then, user can add a rule using the&nbsp;''Has A Value''&nbsp;condition, such that John Doe is added as an approver if the discount has a value of 5%, 10% or whatever value is desired.&nbsp;	+	'''Note:''' The user has to be Internal in order to be authorized with “Technical Roles”, and selecting an external user will automatically discount the Technical Roles feature.
−	Earlier this condition supported only a limited set of user defined and system attributes, but now it has been enhanced to support all data types and additional system attributes. It is now also available for the following contract type attributes and data types:&nbsp;''Contract Type Lookup'',&nbsp;''Contract Type Multi-Select Lookup'',&nbsp;''Choice'',&nbsp;''Multi-Select Choice'',&nbsp;''Number'',&nbsp;''Currency'',&nbsp;''Percentage'',&nbsp;''Date'',&nbsp;''DateTime'', and&nbsp;''URL''. In addition, it is also available for system attributes such as&nbsp;''Template Name''&nbsp;and&nbsp;''Type Of Paper''.	+	*The portal has been upgraded for Technical Admin users, with enhancements to the Landing page, header, menu options, along with a static welcome message.
−	<div class="image-green-border">[[File:7.9 Release Notes 397346.PNG|720px|7.9 Release Notes 387346]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>	+	*Appropriate messaging and communication will be provided for any negative scenarios, wherein the Technical Admin User faces any challenge accessing or configuring.
−	<span style="color:#008000;">'''408653 – Enhancing rules to support power set conditions for multi-select data&nbsp;'''</span>	+	*When a new ICI admin user logs in, they should be able to setup other internal users as technical admin users of the System Configuration portal.&nbsp;
−	Currently, ICM supports only the ''Contains/Does Not Contain'' conditions for multi-select data. The ''Contains'' operator does not check whether all selected values of the attribute are a subset of expected values, but only checks for any one of them. Thus, when the rules were evaluated, even the templates, approvers, clauses, etc. that are not required to get executed.	+	'''Note:''' Only the ICI Admin user should be able to setup other internal provisioned users as the Technical Admin user.
−	To avoid this confusion, rules have been further augmented so that the user can configure conditions for power sets (i.e. cases where the user wants a rule to be executed only if the entity field contains a subset of the configured values). This is achieved by introducing the new operator, ''Subset of, ''which is applicable only to multi-select lookup that supports evaluation of string, number, user, percentage and email data types.	+	*The ICI Admin can either create a new Security group, as required, or use an existing security group.&nbsp;
		+	*The authorization of technical admin users will depend on Security Groups Privilege to the “Self Service” privilege entity, and on roles assigned to specific users.
		+	*The “Self Service” privilege can be configured in the backend and it will be visible to users under the Security Group Privilege tab.
		+	*The “Manage” access option can be selected to grant access to the System Configuration Portal for technical admin users.
−	Let’s consider the example of a template selection rule to select multiple products using the ''Subset of&nbsp;''the operator. Suppose, the rule is defined such that ''Template 1 ''should be selected if the selection is a subset of ''Products A, B, C'', then:	+	'''Note:''' The user who gets Technical Admin privileges can be any internal provisioned user on that instance (even a non admin user).
−	*If the user selects any subset of products {A,B,C} like A,B or B,C or A,C or A,B,C, then ''Template 1'' will be available for selection	+	Feature ID: 1210894
−	*If the user selects any subset of products {A,B,C} & any other product like A,B,C,D or A,B,E, then ''Template 1'' will NOT be available for selection	+
−	<div class="image-green-border">[[File:7.9 Release Notes 408653.PNG|720px|7.9 Release Notes 408653]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>	+
−	=== Enhancements to Templates ===	+
−	<span style="color:#008000;">'''419834 – Localization of masterdata attributes to support tagging of bilingual agreements/templates using Word Add-in'''</span>	+	'''Building the Config Key Update utility as part of the System Configuration on Self Service Portal'''
−	Earlier, ICM did not directly support bilingual agreements and templates tagging using Word Add-in. As a result, users had to tag multiple attributes in a template for different languages, thereby ending up duplicating multiple attributes in a contract type.	+	Today, in ICI – There are close to 800 configuration keys in the system. These keys are managed via the ICM Tools which is hosted outside of ICI. With this initiative, we have started the migration these Keys incrementally to be part of the System Configuration – Self Service Portal.&nbsp;
−	To simplify this process and facilitate bilingual templates, ICM has introduced the ability to tag the same masterdata localized attribute multiple times for different languages which can be tagged in a bilingual template via Word Add-in. This allows the user to manage the same attribute with a different language in the same template or agreement. The support for bilingual templates allows the user to specify the second language for the template and also be able to tag localized attributes in the template with the second language.<br/> <br/> <span style="color:#FF0000;">Note:'''&nbsp;'''</span>	+	The scope for this release is to migrate 10 keys into the utility. The access to this utility is driven by the Technical Admin role as explained in the previous section.&nbsp;
−		+
−	*It only supports string attributes	+
−	*Localization of masterdata attributes is applicable for - template level support for primary/secondary language, Word Add-in (.NET and Scribe), agreement and clause tags, document assembly, and rule-based assembly	+
−	*Rules will be evaluated in English for the masterdata localized attributes	+
−	*Advanced search also supports the localization of masterdata attributes	+
−	*It is not applicable for associations, template variables, reverse sync, and support tags on the parent agreement clause	+
		+	Once the user successfully enters the ‘System Configuration – Self Service’ portal with the correct security groups and technical admin role, they will be able to see the ‘Config Key Updates’ entry point at the top of the screen
		+	<div class="image-green-border">[[File:RN 8.1 2.png|720px|RN 8.1 2.png]]</div>
		+	On clicking the Config Key Updates menu, the user will be able to see the utility where the defined 10 keys will be loaded on the screen, along with their existing values.
		+	<div class="image-green-border">[[File:RN 8.1 3.png|720px|RN 8.1 3.png]]</div>
	&nbsp;		&nbsp;
−	<div class="image-green-border"><span style="color:#008000;">'''275828 &nbsp;– Template and clause harmonization – Beta version'''</span>
−	The beta version of the ''Legacy Upload'' functionality now provides an option to upload templates and clauses in bulk. This allows users to upload templates, template metadata, extended template entity metadata, template variables, template team, clauses, clause metadata and clause team. It also supports auto-tagging in templates and clauses of template variables, contract type attributes, associations, signatories and clauses.
−	<span style="color:#FF0000;">Note:</span> To enable auto-tagging, the details need to be provided in a set format/syntax.&nbsp;	+	The user will be able to view each key loaded into a card. The card will contain the name of the key along with it’s value.&nbsp;
		+	The user will be able to see a dedication section to the right of the page for viewing help information
		+
		+	The user will be able to click on the ‘3-dot’ option on each card to edit the value of the key
		+	<div class="image-green-border">[[File:RN 8.1 4.png|720px|RN 8.1 4.png]]</div>
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''428153 – Promote to Production (P2P) enhancements – beta version'''</span>	+	On clicking the Edit option, the key information will be loaded in the right drawer panel. Here the user can edit the key value and Save using the button at the bottom of the drawer
−	<div class="image-green-border">	+
−	The beta version of the Promote to Production tool is now enabled. This functionality, provided to administrators, can promote ICM configurations/modifications that are made to ICM configurations in pre-production environments to production environments.	+
−	This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The elastic search sync is also supported by the tool.	+	&nbsp;
		+	<div class="image-green-border">[[File:RN 8.1 5.png|720px|RN 8.1 5.png]]</div>
		+	&nbsp;
−	<span style="color:#FF0000;">Note: </span>This tool does not support the movement of agreements and amendments.&nbsp;	+	The user can edit one or more keys using the ‘3-dot’ option on each card. Once the user has finished editing all the keys, they need to click on the ‘PUSH CHANGES TO ICI’ button at the top of the grid. This will internally update the keys with the edited values in ICI for the changes to take effect
	&nbsp;		&nbsp;
−	</div>	+	<div class="image-green-border">[[File:RN 8.1 6.png|720px|RN 8.1 6.png]]</div>
−	'''<span style="color:#008000;">397327 – Ability to drive dependency of template variables on agreement attributes&nbsp;</span>'''	+	Feature ID: 1180864
−	With this release, ICM has extended support to template variables being conditional to the value of the attributes that are part of a contract type. The user can track the dependency between the contract type attribute and template variable as well as eliminate the creation of duplicate attributes between them.&nbsp;	+	=== Administration & Configuration&nbsp; ===
−	This can be achieved by any user with&nbsp;''Manage''&nbsp;access on&nbsp;''Template Management''&nbsp;tile by enabling the&nbsp;''Is Conditional&nbsp;''flag for each template variable when creating or editing a template. When the&nbsp;''Is Conditional''&nbsp;flag is&nbsp;''On'', a user is able to set a dependent condition on the template variable by using&nbsp;''Depends on Contract Type Attribute'' (set to ''On'') and&nbsp;its related conditions -&nbsp;''Depends On Attribute&nbsp;''drop-down and&nbsp;''Depends On Value&nbsp;''field.&nbsp;The following conditions decide the dependency between the template variable and contract type attribute:&nbsp;&nbsp;	+	'''Quick Configuration with ICI Import Solution'''
−	*When&nbsp;''Depends on Contract Type Attribute''&nbsp;is&nbsp;''On'',&nbsp;then it displays the contract type attribute in the&nbsp;''Depends On Attribute''&nbsp;drop-down list.&nbsp;	+	The ICI Import Solution is an automated solution for configuring ICI entities. It simplifies the initial configuration process and reduces the time and complexities involved in the process.
−	*When&nbsp;''Depends on Contract Type Attribute''&nbsp;is&nbsp;''Off'',&nbsp;then it displays the template variable in the&nbsp;''Depends On Attribute''&nbsp;drop-down list.&nbsp;	+
−	For each selected attribute from&nbsp;''Depends On Attribute&nbsp;''drop-down list, the user can then enter the&nbsp;''Depends On''&nbsp;''Value''&nbsp;that will drive the dependency.	+	Using the Import Solution tool, ICI users can now:
−	</div> <div class="image-green-border">[[File:7.9 Release Notes 397327.PNG|720px|7.9 Release Notes 397327]]</div> <div class="image-green-border">&nbsp;</div>	+
−	== Enhancements to Artificial Intelligence Apps in ICM ==	+
−	<span style="color:#008000;">'''386571 – Enhancements in AI Apps&nbsp;'''</span>	+	*Import configurations from a source ICI instance to a target ICI Instance with no pre-existing configuration data.
		+	*Import configurations between different versions of ICI.
−	With the 7.9 release, the NegotiateAI, ObligationAI, VisualizeAI and DiscoverAI apps have been further enhanced to improve their usability. These apps are available in ICM through a technical configuration.<span style="color:#FF0000;">&nbsp;</span>These apps are available in ICM through a technical configuration.	+	'''Note:''' Support will be provided for up to 2 releases preceding the target ICI version.
−	=== NegotiateAI ===	+	*Register and publish preconfigured import solutions.
		+	*Import the following information:
		+	*Contract Types
		+	*Templates
		+	*Clauses
		+	*Rules
		+	*Notifications
		+	*Masterdata Instances
		+	*Seeded Masterdata entity instances
		+	*Users & User Groups
		+	*Security Groups
−	While negotiating a particular clause, the contract negotiator would like to quickly find similar clauses in contracts that have already been executed to be able to make informed decisions. This depends on the rule configuration in ICM based on which the similarity will index the agreements. The similarity of clauses or agreements will be within these agreements. This also applies to the agreement as a whole where the negotiator can refer to historical data from similar agreements.	+	Feature ID: 1262996&nbsp;
−	With this release, the following options are provided within the Add-in so that the user can:	+	'''Contract Types can now be locked for editing&nbsp;'''
−	*Select a clause/text to find similar clauses from the ICM repository and compare them with the selected one	+	Contract types can now be edited by only one user at a time. This functionality helps prevent data inconsistencies or concurrency errors.
−	*Select similar agreements present in the ICM repository	+
−	*Choose a filter to narrow down the similarity search (for clauses and agreements) within particular type of agreements	+
−	<span style="color:#FF0000;">'''Note:'''</span>	+	Product enhancements include:
−	*It is tested and verified on:	+	*A Lock/Unlock button on the contract type page.&nbsp;
−	**Microsoft Office 2016 or later for Windows (build 16.0.4639.1000 or later (64-bit)).	+	*Auto system lock when users start edit a contract type without locking it.&nbsp;
−	**Microsoft Office on Windows (connected to Office 365 subscription) – version 1902 (build 11328.20368) or later.	+	*Messaging providing information on who is editing the contract type.&nbsp;
−	**There is no separate installation required for Office .JS.	+	*System locks get released when contract types are saved.
−	*Discovery workflow is supported only for non-ICM third party agreements, but the similarity workflow is supported for both ICM and non-ICM agreements.	+
−	*The supported attribute data types include ''Choice'', ''Currency'', ''Date'', ''Email'', ''Text Area'', ''Number'' and ''String''.	+
−	=== ObligationAI ===	+	Feature ID: 1212463&nbsp;
−	Often business is interested in finding certain types of obligations only. Our ML based obligation discovery finds all the obligations available in the document. In this release, we have enhanced ObligationAI to discover only the specific obligations from the agreement document.&nbsp;In this release, we have enhanced the ObligationAI to immediately learn from user actions, which is the most important aspect of ML algorithms.&nbsp;	+	'''Enhancements to Legacy Upload Tool'''
−	With this release, the user can:	+	The following features will be added to the Legacy Upload utility with this release, improving speed and accuracy and reducing file size.
−	*Choose the type of obligation discovery method to be run for a contract i.e. from a ML based generic discovery model or from a predefined set of obligation templates.	+	*Records bypass workflow states directly to the desired state.&nbsp;
−	*Self-train from the ML obligation discovery model based on the actions taken by the user on the discovered obligations, and display higher confidence the next time similar obligations are discovered.	+	*Users can schedule upload in batches within guardrails to improve system resource allocation.&nbsp;
−	*This is supported only for third party agreements.	+	*Specific range of records from the UI can now be uploaded.
		+	*Infra and Elastic Search health check can be run before executing the scheduled batches.
		+	*On demand batch scheduling based on the user provided schedule.&nbsp;
		+	*Supporting legacy entity created with large files 100MB+.
−	=== Visualize AI ===	+	Feature ID: 1069763
−	With this release, we have provided server hooks at the following stages to implement custom visualization:	+	'''Unique clause and template code for every environment'''
−	*Data fetching (for example, fetching data from external Web services)	+	Users can now customize their clause and template codes for different instances. If unique codes are used, it reduces errors when migrating data from one instance to another. It also simplifies searching of clauses and templates.
−	*Data transformation (for example, adding a custom metadata property node)	+
−	*Data rendering (for example, adding custom nodes in visualization)	+
−	=== DiscoverAI ===	+	Feature ID: 938126
−	'''387056 – Add support for Table discovery&nbsp;'''	+	'''Template and Clause creation options in Microsoft Word'''
−	<div class="image-green-border">	+
−	With this release, the DiscoverAI app has been further enhanced to include Table discovery. Along with clause and metadata, ICM now also extracts tables (including information such as SLAs, price list, etc.) in agreements and displays them on the ''Table Discovery'' tab (on the ''Details'' page).	+
−	ICM tries to match the discovered table(s) with the associated contract types of the agreement. If a strong match is found, then the table is tagged with that associated contract type, and the table columns are also matched with the attributes of that associated contract type. You can then take relevant action such as creating new instances of the associations. Automatically recognizing table data inside the agreements saves a lot of manual labor of identifying and tagging the data correctly. The table discovery allows you to:	+	The Create Template and Create Clause options in the Icertis Experience for Word are only displayed to users with access to these features. Earlier an error message was displayed to users without access and resulted in an unsatisfactory experience.
−	*Identify and discover the table(s) in the agreement document	+	Feature ID: 1187041
−	*Update the data in the discovered table as required	+
−	*Create new instances of the associations for the uploaded agreement	+
−	</div> <div class="image-green-border"><span style="color:#FF0000;">Note: </span>Only the .docx document format is supported.&nbsp;</div> <div class="image-green-border">[[File:7.9 Release Notes 387056.PNG|720px|7.9 Release Notes 387056]]</div>	+
−	== Enhancements to ICM Add-ins ==	+
−	=== Email Outlook Plugin (.JS version) &nbsp; ===	+	'''Show or Hide confirmation messages in Microsoft Word&nbsp;'''
−	'''<span style="color:#008000;">334171 – Enhancements in Email Outlook Plugin (.JS version) &nbsp;</span>'''	+	Administrators can now choose to show or hide certain confirmation messages, as per the organization's preference, on the Icertis Experience for Word.
−	With this release, a new .JS version of the ICM Outlook plugin has been introduced. The overall turnaround time for authoring is reduced as the user no longer needs to download the documents received over email to the local machine, then switch applications and log on to ICM, search the agreement and then upload the documents.	+	Feature ID: 1187044
−	The provisioned user can now:	+	=== Technology Updates ===
−	*Upload the next version of the agreement document received over an email to the agreement	+	'''ServiceBus upgraded to Azure.Messaging.ServiceBus'''
−	*Upload the next version of the associated document (supporting attachments) received over an email to the agreement	+
−	*Create a new association instance and then upload the associated document received over an email to the agreement	+
−	The configuration of the Outlook Add-in is driven by the masterdata, whereas the list of agreements and their details are configured by the saved searches. You can configure multiple saved searches.&nbsp;The Outlook Add-in (.JS version) is supported on 2 different platforms:	+	“Azure.Messaging.ServiceBus” is now replacing “Microsoft.ServiceBus”. &nbsp;<br/> <br/> This is a Microsoft recommended upgrade and provides the following improvements:
−	*For MAC OS (Mojave): it is tested and verified on Microsoft Office 365 (2016 and above).	+	*Up-to-date, streamlined Azure.
−	*For Windows 10: it is tested and verified on Microsoft Office Professional Plus 2013 (15.0.5007.1000) and 2016 (16.0.4849.1000) 64-bit and above.	+	*More accurate messaging without any anomaly or junk data in the message characters.
−	&nbsp;	+	<br/> Feature ID: 940871
		+	'''Authentication Library and Graph API update'''
−	=== Scribe – ICM’s Office Add-in plugin&nbsp;(JS version)&nbsp; ===	+	Microsoft has announced* deprecation of the Azure Active Directory (Azure AD) Authentication Library (ADAL) and Azure AD Graph API libraries and recommends using Microsoft Authentication Library (MSAL) and Microsoft Graph API.
−	'''<span style="color:#008000;">Enhancements to ICM Scribe – the new .JS version Office Add-in (Upgraded in 7.8)</span>'''	+	We have updated Microsoft Graph, Identity and Key Vault packages to include stability and security fixes from Microsoft. The migration from ADAL and Azure AD Graph API to MSAL and Microsoft Graph API will ensure continuing support for the following areas:
−	The Office.js based Add-in experience in ICM for MS Office Word 2016 onwards, enables you to have a richer, more secure and centralized web experience of managing ICM functions right inside MS Office Word. It will reference the office.js library, which is a script loader.	+	*User Provisioning&nbsp;
−	<div class="image-green-border">[[File:7.9 Release Notes Scribe 1.png|860px|7.9 Release Notes Scribe 1]]</div>	+	*Bulk Action&nbsp;
−	Advantages of Office.js based Add-ins over old add-ins built using VBA, COM, or VSTO include:	+	*Integration - SFDC, GIF (Generic Integration Framework), MSCRM &nbsp;
		+	*Reporting&nbsp;
		+	*Key Vault&nbsp;
−	*Cross-platform support: Office Add-ins run in Office on the Web, Windows, Mac, and iPad.	+	Refer to the following link for Microsoft’s circular: [https://techcommunity.microsoft.com/t5/azure-active-directory-identity/update-your-applications-to-use-microsoft-authentication-library/ba-p/1257363 Update your applications to use Microsoft Authentication Library and Microsoft Graph API - Microsoft Tech Community].
−	*Centralized deployment and distribution: Administrators can deploy Office Add-ins centrally and more securely across an organization, with no need of individual desktop client installation.	+
−	*Based on standard Web technology.	+
−	<div class="image-green-border">[[File:7.9 Release Notes Scribe 2.png|7.9 Release Notes Scribe 2]]</div>	+
−	Enhancements were made to the Office.js Add-in to improve:	+
−	*'''Reliability:''' By adding validation for incorrect data, providing a light weight engine, removing redundant information, introducing the retry mechanism, replacing unreliable user controls (such as the ''Attribute pane'',''login button'',''Search'',''Add Team,'' etc.), and introducing the ''Something went wrong'' screen in case of connectivity issues.	+	Feature ID: 1276938
−	*'''Usability:''' By restricting the user interface, restricting all entities to 10, sending intuitive messages and warning, increasing real estate, correcting the formatting, reducing user clicks, replacing links with buttons, replacing hidden tabs with ICM product icons, adding tooltips wherever necessary, adding Login, Logout and Home page, adding the Splash screen, adding support for user groups, and adding status indicators.	+
−	*'''Productivity:''' By reducing the waiting and operational time, fixing priority functional issues, introducing manual Refresh button to increase concurrency (for Clause, Template Variables, Lists), restricting older version updates (Template and Clause updates), and handing Header and Footer scenarios in the Template module.	+
−	<div class="image-green-border">[[File:7.9 Release Notes Scribe 3.png|720px|7.9 Release Notes Scribe 3]]</div> <div class="image-green-border">&nbsp;</div>	+
−	== Enhancements to Reports ==	+	=== API Enhancements ===
−	<span style="color:#008000;">'''275838 – Extended support for user's preferred time zone settings in reports'''</span>	+	In this release we focused on providing API 2.0 versions of most of our APIs with a goal to improve the performance and overall usability.
−	Previously, all the date related columns and parameters in all ICM reports were displayed in the UTC time zone, in the ''mm/dd/yyyy ''format. ICM allowed users to set the date and time format as per their preferred locale settings.&nbsp;With this release, all reports will display the date and time as per the ''Time Zone'' set by the user in the user preferences.	+	Following APIs are upgraded to API 2.0 versions in this release:
−	However, the following points need to be noted:	+	[[File:RN 8.1 7.PNG|720px|RN 8.1 7.PNG]]
−	*When reports are exported to CSV format, due to the inherent property of the CSVS files, the date and time format of the date columns will be as per the user's local machine format, not as per the user preferences set in ICM.	+	[[File:RN 8.1 8.PNG|720px|RN 8.1 8.PNG]]
−	*In all reports, where the parameters to generate the reports have dates (for example, ''Created Start Date ''and&nbsp;''Created End Date'' in the ''Cycle Time Report''), the default value in these fields are displayed in the UTC time zone. However, when the user changes values in these fields and generates the reports, the dates will then be displayed as per the user’s local time.	+
−	<div class="image-green-border">[[File:7.9 Release Notes 275838.PNG|720px|7.9 Release Notes 275838 - 01]]</div>	+
−	If the ''Date Format ''selected in the user’s preferences is ''dd-mmm-yy'', the date value in the field gets converted to the month and vice-versa. As a workaround, the date format in this field has been set as ''mmmm-dd-yyy'', so that the default value is displayed as per the user’s expectations. However, the date format when the report is generated is displayed as per the user’s preferences. For example, if the user selects the ''Date Format'' as ''dd-MMM-yy'' in ''My Preferences'', then the dates displayed in the ''Cycle Time Report'' fields ''Created Start Date ''and ''Created End Date ''are actually set as ''mmmm-dd-yy''.	+
−	<div class="image-green-border">[[File:7.9 Release Notes 275838-2nd.PNG|720px|7.9 Release Notes 275838 - 02]]</div> <div class="image-green-border">&nbsp;</div>	+
−	<span style="color:#008000;">'''385409 – Additional reports added to KPIs&nbsp;'''</span>	+
−	In addition to the reports that are already available on the Dashboard as KPIs (''Agreement Deviation Report, Agreements Pending Approval Report, Agreements Pending Execution Reports, Average Agreement Turn Around Time Report, Clauses Pending Approval Report, Expiring Agreement Report, and Templates Pending Approval Report''), users can now also add the reports shown in the table below. This can be achieved by providing access through ''Security Groups''.	+	[[File:RN 8.1 9.PNG|720px|RN 8.1 9.PNG]]
−	<div class="image-green-border">[[File:7.9 Release Notes 385409.PNG|720px|7.9 Release Notes 385409 - 01]]</div>	+
−	For example, the ''Signature Type Report'' KPI depicts the percentage of electronic signatures in ICM. If the number of electronic signatures is 6 and the number of manual signatures is 83, then the KPI is calculated as 6/83+6 = 6/89 (total number of agreements). Therefore, the percentage of electronic signatures displayed on the KPI tile on the Dashboard is 6 (rounded off to nearest digit).	+
−	<div class="image-green-border">[[File:7.9 Release Notes 385409-2nd.PNG|720px|7.9 Release Notes 385409 - 02]]</div> <div class="image-green-border">&nbsp;</div>	+
−	== Integrations ==	+
−	=== Integration&nbsp;with Collaboration Tools ===	+	[[File:RN 8.1 10.PNG|720px|RN 8.1 10.PNG]]
−	<span style="color:#008000;">'''370460 – ICM Bot integration with MS Teams&nbsp;'''</span>	+	[[File:RN 8.1 11.PNG|720px|RN 8.1 11.PNG]]<br/> [[File:RN 8.1 12.PNG|720px|RN 8.1 12.PNG]]
−	By integrating the ICM Bot platform with MS Teams, users can collaborate for contract authoring, negotiations, etc. This not only provides a better, seamless user experience, but also helps to discuss ideas, and in turn significantly improve the cycle time.	+	[[File:RN 8.1 13.PNG|720px|RN 8.1 13.PNG]]<br/> <br/> [[File:RN 8.1 14.PNG|720px|RN 8.1 14.PNG]]
−	Through this integration, we support:	+	[[File:RN 8.1 15.PNG|720px|RN 8.1 15.PNG]]
−	*Invoking ICM Bot in the Teams app	+	[[File:RN 8.1 16.PNG|720px|RN 8.1 16.PNG]]
−	*Querying ''My Pending Tasks'' using the ICM Bot to be able to collaborate with others and take decisions on pending tasks and expedite the contracting process	+
−	*Searching for agreements using ICM Bot so that the user can find the relevant agreements, share their status and make informed decisions	+
−	*Using ICM Bot to get answers to frequently asked questions	+
−	<span style="color:#FF0000;">'''Note:''' </span>Setting up ICM Bot is done through a technical configuration.	+	[[File:RN 8.1 17.PNG|720px|RN 8.1 17.PNG]]
−	&nbsp;	+	[[File:RN 8.1 18.PNG|720px|RN 8.1 18.PNG]]
−	=== Icertis Experience for&nbsp;Salesforce ===	+	[[File:RN 8.1 19.PNG|720px|RN 8.1 19.PNG]]
−	<span style="color:#008000;">'''348588 – Configuring field set from Salesforce to ICM using Rest API&nbsp;'''</span>	+	[[File:RN 8.1 20.PNG|720px|RN 8.1 20.PNG]]
−	With this release, a new field called ''Field Set Name ''has been introduced that can be configured using the ''Configuration'' page which is accessible through the managed application available in Salesforce AppExchange. When the integration is triggered from Salesforce, the adapter can read the metadata and send only the attributes defined for the entity field set. If the field set is not defined, the adapter sends all the attributes for that entity.&nbsp;	+	[[File:RN 8.1 21.PNG|720px|RN 8.1 21.PNG]]
−	<span style="color:#FF0000;">Note: </span>It is necessary to create a new field set for every Salesforce entity. The field set determines the fields that the user can edit in a particular Salesforce entity instead of having to select each field individually. For example, a field set created for an Opportunity can have fields such as ''Opportunity Name, Opportunity ID, etc.''	+	[[File:RN 8.1 22.PNG|720px|RN 8.1 22.PNG]]
−	&nbsp;	+	[[File:RN 8.1 23.PNG|720px|RN 8.1 23.PNG]]
−	<span style="color:#008000;">'''397315 – Mapping between template variable for agreements and SFDC fields'''</span>&nbsp;	+	[[File:RN 8.1 24.PNG|720px|RN 8.1 24.PNG]]
−	The ICM Salesforce adapter allows mapping of Salesforce entities and their attributes to be integrated with ICM for data flow from Salesforce to ICM (forward sync) as well as ICM to Salesforce (reverse sync). This was previously done using ''Client App Entity Mapping ''on the ''Masterdata Configuration'' page which allows mapping the ICM Attributes from contract types, but not from agreement templates.	+	[[File:RN 8.1 25.PNG|720px|RN 8.1 25.PNG]]
−	With this release, administrators can now use attributes defined at the template level to store critical external data as part of the agreement and sync with Salesforce, thus avoiding data duplication and redundancy in the process.	+	[[File:RN 8.1 26.PNG|720px|RN 8.1 26.PNG]]
		+	[[File:RN 8.1 27.PNG|720px|RN 8.1 27.PNG]]
		+
		+	[[File:RN 8.1 28.PNG|720px|RN 8.1 28.PNG]]
		+
		+	'''API Deprecations'''
		+
		+	Any integrations utilizing the deprecated APIs must adopt alternate APIs. Previously, API endpoints have been periodically deprecated and alternate APIs have been provisioned.
		+
		+	However, no existing API endpoints have been deprecated in the 8.1 Release. To check previously deprecated endpoints, refer to 7.16 Release Notes. More details on the alternate APIs are available in the Swagger documentation.
		+
		+	=== Mobile App Update&nbsp; ===
		+
		+	'''Improved Security on Mobile Devices with SafetyNet Attestation API'''
		+
		+	With this release, ICI is implementing SafetyNet Attestation API for Android mobile application to restrict users from accessing the application through rooted/vulnerable device, to avoid breaching of the IT and cyber security policy.
		+
		+	'''Note: '''The SafetyNet Attestation API is supported Android version 8.0 onwards.
		+
		+	Feature ID: 1095223
		+
		+	== AI Applications&nbsp; ==
		+
		+	Usually, the implementation team spends a lot of time analyzing and training the AI model for the discovery of the new attributes. With this release, ICI is extending the number of pre-trained attributes so that the AI apps implementation project can be expedited. ICI previously had added 23 out-of-the-box attributes and introducing 15 additional attributes in this release, making it a total of 38 new attributes as a part pre-trained model. Customers can now start using attributes from pre-trained model with no or very little retraining.
		+
		+	The additional attributes are:
		+
		+	*Acceptance Completion Period
		+	*Breach Cure Period
		+	*Confidentiality Survival Period
		+	*Force Majeure Period
		+	*Interest Percentage on Payment Delay
		+	*Liquidated Damages Cap
		+	*Policy changes notice period
		+	*Records Retention Period
		+	*Renewal notice period
		+	*Signatory Name
		+	*Signatory Title
		+	*Signature Date
		+	*Termination for cause notice period
		+	*Termination for convenience notice period
		+	*Warranty Claim Period
		+
		+	Feature ID: 1187824
		+
		+	=== Enhancing the scope of DiscoverAI app& Negotiate AI differentiation ===
		+
		+	Discover AI helps users to identify attributes and clauses in browser and save them in the system.
		+
		+	With this release, scope of DiscoverAI has been enhanced to include the discovery of attributes and clauses within Microsoft word also using Icertis Experience for Word plugin.&nbsp;
		+
		+	*The following actions/functionalities will be available under the Discover AI license in Icertis experience for Word:&nbsp;
		+	*Discovery of attributes and clauses.&nbsp;
		+	*Confirm, Confirm with Deviation, Ignore, Compare and Replace the clauses based on discovered clauses data.&nbsp;
		+	*Select the Matched Clause from the library.&nbsp;
		+
		+	Feature ID: 1284012
		+
		+	== Reports Enhancements ==
		+
		+	=== Data for agreements awaiting signature in reports ===
		+
		+	Out-of-the-box ICI reports will now display details for the business status “Waiting for Signature”, in addition to existing statuses. This update to the reporting logic resolves an existing gap in the reports data.
		+
		+	This enhancement applies to the following reports:
		+
		+	[[File:RN 8.1 29.PNG|520px|RN 8.1 29.PNG]]
		+
		+	Feature ID: 1071182
		+
		+	=== Custom reporting views using JSON&nbsp; ===
		+
		+	Developers can now create new custom reports views using Stored Procedures (SP) and JSON files. This feature gives flexibility to organizations to easily develop new reports relevant to their business requirements.
		+
		+	An Import SP is now available that takes JSON files as input. The JSON file used for input is where developers can define the new view. New reporting views are automatically created on running the Import SP.
		+
		+	An Export SP is also provided, which can be used to download&nbsp;a JSON file which contains the structure of an existing view in the database, to use as a template to create a new views.
		+
		+	Feature ID: 1208472
		+
		+	=== Dataset and seeded dashboard for Proposal Management application ===
		+
		+	A dedicated Power BI Dataset is now available for the Proposal Management application for out-of-the-box and custom reporting.&nbsp;&nbsp;
		+
		+	PM App Power BI report will have clickable links to ICI entity details page for Proposal Management Entities such as, Sell Side RFx, RFx Qualification, and Bid Proposal.
		+
		+	Feature ID: 1232650
		+
		+	=== Attribute Information Report Enhancements ===
		+
		+	The following filters and columns are added to the Attribute Information report giving more options to analyse the Attributes used in the system.
		+
		+	*Filters: Contract Type, and Group by Property Columns: Is Mandatory and Tracking Attribute
		+
		+	Feature ID: 1158976
		+
		+	=== Edit SSRS Reports without customization ===
		+
		+	Icertis and partner developers can now edit the SQL Server Reporting Services (SSRS) reports eliminating the need to create additional customized reports even for small changes. Users can now make the following edits to SSRS reports:
		+
		+	*Add or remove columns in an existing report.
		+	*Modify column’s position, name, or default values.
		+	*Modify sorting order of the results.
		+	*Apply query level filters.
		+	*Apply security group access as standard reports.
		+	*Create copy of existing report and modify it.
		+	*Use a new framework, which has a JSON-based interface.
		+	*Create new or modify custom reports.
		+
		+	Feature ID: 744814
		+
		+	=== Report-based edit access for Power BI reports ===
		+
		+	Manage access for Power BI reports can now be provided at a report level to ensure that edit access is only given to the necessary users within the organization.<br/> This feature works does not impact “Advanced Analytics” access.<br/> <br/> Feature ID: 1070905
		+
		+	=== Maintainance and storage optimization with a Common Data Model for Clause-based reports ===
		+
		+	PlatformClause - a common data model for clause related information can now be used to create clause-based reports such as Clause Profiling Report, Clause Pending Approval Report and more. This helps optimize storage capacity and reduces the development and maintenance effort siginificantly.&nbsp;<br/> <br/> Feature ID: 1083685
		+
		+	=== SSRS Reports now available with Power BI ===
		+
		+	Power BI reports are faster, more scalable, richer in features, customization-friendly, sport a modern UI and overall a better experience. To leverage its advantages, the following SSRS reports are now made available in Power BI:
		+
		+	*Clause Summary Report
		+	*Tagged Attribute Report
		+	*Agreement Clause Content Report – A widget that displays the clauses with the most deviations is also added in this release.&nbsp;
		+
		+	Feature IDs: 1214787, 1214720, 1223598<br/> &nbsp;
		+
		+	== Salesforce Integration&nbsp; ==
		+
		+	=== &nbsp;Activity Object and Trigger Simplification in Salesforce Adapter ===
		+
		+	The following enhancements are made to the SFDC Manage package Adapter:
		+
		+	*Triggers for Accounts and Opportunity objects have been removed from the Managed package to avoid unnecessary update-related issues. Users can get more flexibility and control over them when they use the auto contract creation feature. Note: This is applicable to both fresh installs as well as updates on existing packages.
		+	*Previously, 6 custom fields were needed on the Salesforce activity object to sync ICI tasks with Salesforce, and now, the dependency on these fields have been reduced with only 2 custom fields required for the sync.
		+	*For customers who didn’t need the ICI task sync feature and were unable to remove the custom fields with the limit of 100 fields on the Activity object, now, these fields have been removed from our managed package to provide more flexibility.
		+
		+	'''Note:''' Guideline documentation and support by ICI implementation/upgrade team will be duly provided, for creation of desired fields during new installs as well as release upgrades, or deletion of fields during upgrade scenarios.
		+
		+	Feature ID: 1066353
		+
		+	=== User Experience for Salesforce Revamped ===
		+
		+	Using ICI within Salesforce is now a more seamless experience as we have made significant improvements to preserve the native Salesforce UI interactions, which users are familiar with, without compromising the ICI functionality.
		+
		+	These are the enhancements that have been introduced:
		+
		+	*&nbsp;Native Salesforce components are now used along with the ICI iframe.
		+	*Sub-tabs moved from ICI to Salesforce native tabs, for example: Agreements, Requests and Agreement Reports.
		+	*Agreement and Request Details pages are now displayed in native Salesforce UI.
		+	*On the Details page certain actions (example - Reset Expiry) and sub-tabs (example – Associations) are now native Salesforce components.
		+
		+	'''Note:''' The implementation team will provide a list of native and i-frame components.
		+
		+	Feature ID: 1186642
		+
		+	== eSign Integration&nbsp; ==
		+
		+	=== Integration Support for DocuSign using JWT authentication ===
		+
		+	The ICI and DocuSign integration was previously based on authenticating the APIs with “IntegratorKey” and “API Password”.
		+
		+	The product has now been upgraded to support an enhanced authentication using JSON Web Token (JWT), along with the existing basic authentication support. This enhancement has also enabled JWT support for “Multisign” as well as “Single Esign” configurations.
		+
		+	Feature ID: 1000798
		+
		+	=== DocuSign API upgraded from 2.0 to 2.1 ===
		+
		+	DocuSign released an update announcement that OAuth 2.0 would be required to support DocuSign API applications. In keeping with this announcement we have upgraded DocuSign REST APIs from 2.0 to 2.1. With this upgrade, a new JSON parser has been introduced to support DocuSign Connect, a notification mechanism to receive updates when any event is triggered in the eSignature workflow.
		+
		+	Feature ID: 1060689
		+
		+	=== Adapting webhook feature of Adobe Sign ===
		+
		+	Adobe Sign adapter couldn’t communicate precise callback information to ICI Platform, thus causing intermittent errors in ICM workflow after the Agreements were electronically signed. Adobe Sign responded with the same information for every signature, hence it wasn’t possible to distinguish between callbacks from different signature. However, with the introduction of Adobe webhook, this problem can be resolved.
		+
		+	Adobe webhooks can be created on the workflow for each agreement, requesting the type of information in the callback, which further benefits as follows:
		+
		+	*Identifying the signatory requesting a callback
		+	*Identifying for which event or action the callback is requested
		+	*Concisely updating the status in ICM
		+
		+	'''Note:'''&nbsp; Upgrade Adobe Sign API from 5.0 to 6.0 to use the webhook feature.
		+
		+	Also, Adobe rebranded Echo sign to Adobe Sign, hence non overridden localization strings for validation messages have been modified accordingly.
		+
		+	Feature ID: 1091947
		+
		+	=== Electronic Signature support using ICI BioPharma setting for 21 CFR Part 11 & Annex 11 compliant groups ===
		+
		+	ICI Platform now supports the Life Science industry documents that need to comply with 21 CFR Part 11 (for US FDA) or Annex 11 (for EU) regulatory compliance.
		+
		+	This feature allows integration with DocuSign Part 11 module and Adobe Sign Bio-Pharma setting to get electronically signed approvals for such agreements.
		+
		+	Feature ID: 1220095
		+
		+	=== Changes in IP whitelisting process for eSign adapters ===
		+
		+	ICI Platform supports integration with third party eSign adapters, which communicate using callback information. To receive the callback data from the eSign servers, certain IPs to intended methods are whitelisted. This action is done through the web.config file. However, any change in the IPs requires modifying the web.config file, which resets the IIS, resulting in performance issues.
		+
		+	To address this issue, “Core.IPSecurity” key has been introduced, which stores information related to the IPs as a JSON, and thus eliminates the need to modify the web.config file.
		+
		+	'''Note''': Blocking or allowing IP addresses based on DNS is not supported as a part of this feature.
		+
		+	Feature ID: 1193062
		+
		+	=== Update eSign document with correct status ===
		+
		+	In certain scenarios, the electronic signature status in ICI and eSign provider are inconsistent. An enhancement has been added wherein the respective statuses are verified and the agreement status is updated or corrected accordingly.
		+
		+	Feature ID: 1193061
		+
		+	== Sourcing&nbsp; ==
		+
		+	The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (SRC8.1.0.404).
		+
		+	=== Support for new RFx type-RFP ===
		+
		+	Icertis Sourcing application now supports Requests for Proposals (RFPs). Organizations can leverage the advantages of a secure and seamless application to organize and maintain their procurement processes digitally using the RFP feature.
		+
		+	RfPs are integrated requests containing information on both questions and bids. Buyers can now design, create, and publish RFPs in the Sourcing application and invite suppliers to respond to them. Once Buyers receive the responses, they can evaluate them and make their procurement decisions.
		+
		+	Key RFP features:
		+
		+	*Integrated mechanism to get responses to questions and bids from suppliers.
		+	*Reusable templates for Questions, Questionnaires, and Bidding templates.
		+	*Questionnaires and questions can be arranged and reordered as required.&nbsp;
		+	*Attachments, and responses to questions can be downloaded in a package.
		+	*A consolidated excel spreadsheet is available to analyse bids and responses.
		+	*Suppliers can provide responses to questions using Excel as well as Sourcing UI.
		+
		+	Feature ID: 404602
		+
		+	=== Improved Sourcing workflow with Sourcing Request ===
		+
		+	Users within an organization can now create Sourcing Requests for procuring items or services. These requests can be designed to go through an approval flow before they are turned over to procurement teams. The approval cycle can be easily tracked and audited for compliance.
		+
		+	Sourcing Request features:
		+
		+	*Configure a Sourcing Request based on the necessary privileges.
		+	*Request forms can be designed to capture necessary details and attachments.
		+	*Requests can be sent to designated approvers for approval.
		+	*An RFx can be created after the request is approved.
		+	*Requests can be modified until they are approved or a RFX is created based on it.
		+	*Cancel or recall the Sourcing Request.
		+	*Put the Sourcing Request on Hold till approved state provided RFx is not created using this Sourcing Request.
		+
		+	Feature ID: 611297
		+
		+	=== Ordering and additional data types for Questions in Questionnaire ===
		+
		+	We have made the following enhancements to Icertis Sourcing to improve the user experience when working with Questions and Questionnaires:
		+
		+	The order of Questions and questionnaires in RFx can be set and modified as per the preference of users.
		+
		+	The following data types are now supported for questions in RFx:
		+
		+	*Boolean
		+	*String
		+	*Choice
		+	*Multi Choice
		+	*Currency
		+	*DateTime
		+	*Number
		+	*Percentage
		+	*Text Area
		+	*Rich Text Area&nbsp;&nbsp;
		+	*Email
		+	*File Selection
		+
		+	'''Note''':
		+
		+	*On exporting rich text data type information to Excel or HTML, some formatting features may be lost.
		+	*Uploading a file attachment as response for file type question response using Excel is not supported. Supplier must log on to ICI to upload files.
		+
		+	Feature ID: 896873
		+
		+	== Obligation Management&nbsp; ==
		+
		+	The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM8.1.0.404).
		+
		+	=== An interface to quickly add obligations discovered by AI ===
		+
		+	Obligations that are identified in contracts using the Discover AI feature can now be easily reviewed on the user interface. User can review the obligations and decide to add one or more to the Obligation Management application for tracking approvals and fulfillment.
		+
		+	The interface to review and create obligations in bulk saves users much time and manual effort.
		+
		+	The following image shows an example of creating Obligations in bulk:
		+	<div class="image-green-border">[[File:RN 8.1 30.png|720px|RN 8.1 30.png]]</div>
		+	Notifications for successfully processed or failed obligations can also be configured.
		+
		+	Feature ID: 1090383
		+
		+	=== Auto-approval of Obligations to improve efficiency ===
		+
		+	Many obligations are extracted from executed contracts and they don’t usually need to go through an approval process in the Obligation Management application. To reduce time and effort spent approving a large number of obligations and not block the obligation fulfillment lifecycle on account of pending approvals, an automatic approval process for obligations can now be configured.
		+
		+	Once the auto-approval process is defined based on obligation taxonomy, this is how the feature works:
		+
		+	*If approval is turned off, and no approvers are added to obligations, the obligations are automatically approved.
		+	*If approvers are added to obligations, manually or automatically through a rule, then even if approvals are turned off, the obligations will need to be approved.
		+
		+	Feature ID: 519344
		+
		+	=== Organize and manage obligations by creating groups&nbsp; ===
		+
		+	An obligations could have one or more sub obligations or tasks, which would need to be completed by different individuals in an organization. Also, some obligations may be related to each other and grouping them could help organize and track the fulfillment. To facilitate such scenarios, obligation groups can now be created in the Obligation Management application.
		+
		+	Users can now categorize different obligations under logical groups and create parent-child relationships between obligations.
		+
		+	Child obligations automatically inherit any changes made to the parent Obligation. For example, if the status of parent Obligation is changed to Approved, all the related child Obligations also get approved.
		+
		+	Feature ID: 649768
		+
		+	=== Duplicate obligations no longer inherited&nbsp; ===
		+
		+	When an Agreement (parent), with an associated Obligation, is inherited by another Agreement (peer), a duplicate Obligation is created. An enhancement in this release eliminates this limitation.
		+
		+	Feature ID: 1040723
		+
		+	=== UI Improvements for Obligation Management ===
		+
		+	The following improvements are made in the product to improve the search and usability experience when using Obligation Management:
		+
		+	*Dedicated index pages for Obligations and Fulfillments,
		+	*Relevant page titles, breadcrumbs and history page information.
		+
		+	Feature ID: 1236413
		+
		+	== Risk Management ==
		+
		+	The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (RM8.1.0.404).
		+
		+	=== UI Improvements for Risk Management&nbsp; ===
		+
		+	The following Improvements are made in the product to improve the search and usability experience when using Risk Management:&nbsp;
		+
		+	*Dedicated index pages for Risk Management and Risk Assessment.&nbsp;
		+	*Relevant page titles, breadcrumbs and history page information.&nbsp;
		+	*Saved searches display Risk Assessment as category. &nbsp;
		+	*The “Create” action button has now been added on the “Risk Assessment” index page.&nbsp; &nbsp;
		+	<div class="image-green-border">[[File:RN 8.1 31.png|720px|RN 8.1 31.png]]</div>
		+	Other enhancements include:
		+
		+	*The “Delete” action has now been moved under the three dots icon on the Risk Assessment “Details” page. On deleting the risk assessment, users will be redirected to the Risk Assessment “Index” page.
		+
		+	Feature ID: 1067718
		+
		+	== Proposal Management&nbsp; ==
		+
		+	ICI Proposal Management application is certified to work with the 8.1 release (PM8.1.0.404).&nbsp;
		+
		+	=== Track and analyse performance with a Power BI Dashboard ===
		+
		+	A seeded dashboard that helps supplier organizations track their proposals by status, time, and outcome is now available within the Proposal Management application.The following features and reports are now available with the Proposal Management application:
		+
		+	*A new Power BI data model with Power BI dataset specific to Proposal Management.
		+	*Proposal Management KPIs report
		+	*Capture Management report
		+
		+	'''Note''': Users with access to Sell Side RFx or Bid Proposal can view the Dashboard.
		+	<div class="image-green-border">[[File:RN 8.1 31.png|720px|RN 8.1 31.png]]</div>
	&nbsp;		&nbsp;
−	=== Icertis Experience for&nbsp;Workday ===	+	=== Enhancements to Seeded Contract Types ===
−	<span style="color:#008000;">'''384529 – Executed PDF from ICM to Workday&nbsp;'''</span>	+	With this release, the PM App is being enhanced with newly seeded attributes to its seeded contract types.
−	Customers using Workday ERP application to manage their procure-to-pay process want to have end-to-end integration to Icertis Contract Management (ICM) platform for managing their procurement process.&nbsp;The Icertis platform already supports integration to Workday Financials and HCM via an adapter. As part of this integration, contracts authored in the ICM platform can be sent to Workday via the adapter and attached to Workday contracts in the .docx format.	+	In this enhancement:
−	Now, with the help of Event based configuration in the adapter, it is possible to send the agreement document in .PDF or .docx format to Workday for a specific event.	+	*New attributes have been seeded with the Bid Proposal entity:
		+	*Total Bid Value For Proposal
		+	*Total Value Won Or Lost
		+	*Customer Address
		+	*Customer Geography
		+
		+	These new attributes contribute in the essential computations of the Win Ratio and the Value Capture Ratio.
		+
		+	Feature ID: 1186830
		+
		+	=== Revamped User Experience across the PM App ===
		+
		+	The visual look and feel of the Proposal Management App has been considerably enhanced with the ICI-wide implementation of the new UI (User Interface) and UX (User Experience).
		+
		+	The following summarizes the revamped user experience across the App:
		+
		+	*The new “Proposals” tile menu now features only the viewing tile options for the seeded PM App entities, in addition to a new “Dashboard” tile menu option.
		+	*The create navigation flow has been moved from the “Proposals” tile and a dedicated “Create” button has now been added to each seeded entity index page.
		+	*The seeded entities now have their dedicated index pages, as opposed to the saved search driven listing in previous releases.
		+	*The Details pages of all the seeded entities (Sell Side RFx, Bid Proposal etc.) now have dedicated page titles starting with the entity name, instead of the contract type category. For example, the previous “Agreement / Sell Side RFx 123” has been replaced by “Sell Side RFx / Sell Side RFx 123”.
		+	*The newly added entity name (such as “Sell Side RFx”) on the Details page header is now a clickable link, clicking which opens the entity index page.
		+	*In the audit history of any entity, both Grid View and List View, the header now features the entity category name instead of the contract type, just like the change in entity Details page.
		+	*The display of action buttons on entity Details pages can now be configured to customize their sequence of display, and based on the available window space the remaining action buttons will be available under the three dots icon on the entity “Details” page.
		+
		+	Feature ID: 1235186
		+
		+	== Supplier Relationship Management Application&nbsp; ==
		+
		+	ICI Proposal Management application is certified to work with the 8.1 release (SRM8.1.0.404).
		+
		+	=== Supplier Evaluation ===
		+
		+	The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.
		+
		+	'''How Supplier Evaluation fits within Supplier Relationship Management'''
		+	<div class="image-green-border">[[File:RN 8.1 33.png|520px|RN 8.1 33.png]]</div>
		+	The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.
		+
		+	'''How Supplier Evaluation fits within Supplier Relationship Management'''
	&nbsp;		&nbsp;
−	=== Enhancements to Adobe Sign ===	+	Supplier Evaluation module is part of the Supplier Relationship Management application, which is built on Icertis Contract Intelligence.
−	<span style="color:#008000;">'''344436 – Support for ''Print, sign and upload'' (wet signed copy) and sync back in ICM&nbsp;'''</span><br/> Adobe Sign provides users the capability of signing documents manually using the ''Print, sign'' and ''upload'' option. However, earlier when the agreement document was wet signed and uploaded, it did not get synced back to ICM, and the agreement would get blocked in that state. With this release, ICM supports syncing back the signed agreement document and changed status, so that the user can proceed with the workflow as expected.<br/> <span style="color:#FF0000;">Note:&nbsp;</span>	+	Once suppliers are onboarded, users can evaluate suppliers on the products or services they offer. The KPI criteria, schedule, and the evaluators can be set up within the module and on completing the assessment the supplier can be classified as high performing, low performing or standard supplier.
−	*If the ''Wet Signatures Only'' option is selected, then system mandates all the users to sign the agreement document using the ''Print, sign and upload'' option of Adobe Sign.	+	A routine supplier evaluation can help organizations set expectations from their preferred suppliers and manage low performing suppliers.&nbsp;&nbsp;
−	*If the ''Wet Signatures Only'' option is not selected, then users can either sign it electronically or use the ''Print, sign and upload'' option to sign it manually. However, in this case if any user signs using the ''Print, sign and upload'' option, since all the signature tags will be lost, Adobe Sign will add an additional page to the end of agreement document that will have signature tags for subsequent signatories who are yet to sign.	+
−	*Attribute sync back to ICM will only work for the first signatory. Once Adobe Sign’s ''Print-Sign-Upload'' option is used, attribute tags are not available for subsequent signatories who are yet to sign the document.	+
−	*In&nbsp;the case of parallel signatures, the wet signature option is not applicable. If the''Wet Signature Only ''option is selected, then the agreement will be stuck in the ''Approved'' state.	+
−	<div class="image-green-border">[[File:7.9 Release Notes 344436.PNG|720px|7.9 Release Notes 344436]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><span style="color:#008000;">'''430578 – Sending additional supporting documents to Adobe Sign&nbsp;'''</span><br/> The current ''Send for Signature'' functionality only allows users to send the main agreement for signature. It does not allow users to add the supporting documents along with the main agreement document.&nbsp;With this release,&nbsp;ICM will support preview and sending of the associated documents (attachments) along with the main agreement for signature.&nbsp;</div> <div class="image-green-border"><br/> <span style="color:#FF0000;">Note:&nbsp;</span>Only agreement specific tags will be displayed in the agreement document when reviewing and signing it. After the agreement document is signed, only the agreement will be synchronized with ICM again. The associated documents (attachments in the Word or PDF format that are associated to the main agreement) will be available for selection when sending it for signature.</div> <div class="image-green-border">&nbsp;</div>	+
−	== Technical Requirements for Release 7.9 ==	+
−	The Icertis Contract Management base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available in all the environments and specific customer environments may have other requirements. The software and hardware requirements for client system as well as mobile application are listed in the table below.	+	'''Supplier Evaluation Features'''
−	[[File:7.9 Release Notes Operating Systems table.PNG|720px|7.9 Release Notes Operating Systems table.PNG]]	+	Setting up Supplier Evaluation
−	[[File:7.9 Release Notes Other Requirements table.PNG|720px|7.9 Release Notes Other Requirements table.PNG]]	+	*'''KPIs''' – Users can create one or more KPIs (evaluation criteria) and evaluate suppliers based on the set parameters. For example, you can create KPIs for auditing, performance reviews, training requirements, and more.
		+	*'''Supplier Data''' – The supplier evaluation creation process is simplified as much of the supplier information is auto-populated based on the supplier’s record.
		+	*'''Evaluation Schedule''' – Users can set up a period for which the supplier will be evaluated.
		+	*'''Product/Service for Evaluation''' – The evaluation can be performed in context of the product or service provided or the agreements.
		+	*'''Reviewing suppliers based on the Criteria''' – The evaluation criteria can be put through an internal review process, and inputs can be sought to finalize the evaluation criteria.
		+	*'''Supplier Outreach''' – Suppliers can provide information and supporting documents needed to perform the evaluation by responding to review requests by buyers.
		+	*'''Responses & Scoring''' – Based on the responses provided by business team or evaluators on the supplier evaluation, scores are automatically computed.
		+	*'''Evaluation Approvals & Control''' – Once the evaluation process is over, then buyer team defines supplier performance classification and suggests the next course of action (in case of low performing supplier). This can also be sent for management approval. The approver team can either approve or reject and send it for rework..
		+	*'''Notifications''' – Notifications can also be configured for periodic evaluation. System notifications are sent to buyers when they are requested to evaluate a supplier.
−	[[File:7.9 Release Notes Special Requirements table.PNG|720px|7.9 Release Notes Special Requirements table.PNG]]	+	Feature ID: 463049
−	[[File:7.9 Release Notes Special Requirements table 2.PNG|720px|7.9 Release Notes Special Requirements table 2.PNG]]	+	=== Managing Supplier Hierarchy ===
−	[[File:7.9 Release Notes Microsoft Office table.PNG|720px|7.9 Release Notes Microsoft Office table.PNG]]	+	'''Manage Related Supplier Organizations'''
		+
		+	The Supplier Relationship Management application now provides a mechanism to connect supplier organizations with their Parent, Holding or Subsidiary organizations. This is to ensure that you have a complete overview of the business you do with one supplier and its related entities. According to business needs, you may want to work with a local supplier or the parent global organization.
		+
		+	You can designate a supplier organization as one of the following types:
		+
		+	*'''Supplier''': Supplier organizations that may or may not have related Parent or Holding companies.
		+	*'''Parent company''': Parent company of one or more Supplier organizations, controls operations of the Supplier Organization
		+	*'''Holding company''': Holding company of one or more subsidiary Supplier organizations, does not have a direct say over the operations of subsidiaries.
		+
		+	Changes made to the supplier hierarchy for supplier registration, qualification or profile are synchronized with the vendor database and supplier master.
		+
		+	'''Unique Supplier Record Management'''
		+
		+	In Icertis Supplier Relationship management, the uniqueness of a supplier record is validated based on a combination of attributes . In this release, one or more of the unique identifiers attributes can be made editable. This is to account for entities that may change the Legal Entity Name in the course of doing business, considering legal entity name is one of the unique identifier attributes.
		+
		+	If the attributes are changed for an organization, the system validates and checks for duplicate records before allowing users to make the change.
		+
		+	'''Validating the Duplicate Registrations'''
		+
		+	Buyers may receive more than one registration from the same supplier submitted through the web page.
		+
		+	This release introduces the capability to match the supplier registration records based on the unique identifier attributes. This helps identifying the duplicate registrations. Buyers can perform limited actions on the duplicate registrations and the supplier qualification is not generated.
		+
		+	'''Note''': Customers upgrading to 8.1 from previous versions of ICI Supplier Relationship Management is supported.
		+
		+	Feature ID: 1271423
		+
		+	== Technical Requirements&nbsp; ==
		+
		+	The Icertis Contract Intelligence (ICI) application can be accessed from any device with an Internet connection and a supported browser. All features may not be available in all environments.
		+
		+	The software and hardware requirements for the client system as well as the mobile application are listed in the table below:
		+
		+	[[File:RN 8.1 43.PNG|720px|RN 8.1 43.PNG]]
		+
		+	[[File:RN 8.1 44.PNG|720px|RN 8.1 44.PNG]]
		+
		+	[[File:RN 8.1 45.PNG|720px|RN 8.1 45.PNG]]
		+
		+	'''Important Changes in IE11 Support:'''
		+
		+	From March 2021, Microsoft has stopped its technical support to Internet Explorer (IE) and has advised its customers to move to Microsoft Edge.
		+
		+	ICI will no longer support IE11. ICI will not be certified over IE11.
		+
		+	If customers use IE 11 then the below message will be displayed:
		+
		+	“You are using a browser that is not recommended to be used since it no longer supported by its OEM. The ICI support for this browser is limited for 7.16 version and will be discontinued from version 7.17 onwards. You should switch to Microsoft Edge as recommended by the OEM or any other supported browser prescribed by your organizational policy. You may contact your administrator for further information.”
		+
		+	[[File:RN 8.1 46.PNG|720px|RN 8.1 46.PNG]]&nbsp;
		+
		+	[[File:RN 8.1 47.PNG|720px|RN 8.1 47.PNG]]
		+
		+	[[File:RN 8.1 48.PNG|720px|RN 8.1 48.PNG]]<br/> [[File:RN 8.1 49.PNG|720px|RN 8.1 49.PNG]]<br/> [[File:RN 8.1 50.PNG|720px|RN 8.1 50.PNG]]
		+
		+	[[File:RN 8.1 51.PNG|720px|RN 8.1 51.PNG]]
		+
		+	== Accessibility Conformance&nbsp; ==
		+
		+	We ran accessibility conformance tests on the Icertis Contract Intelligence platform and Business Apps for Web Content Accessibility Guidelines 2.1 for Level A and Level AA standards. We did not evaluate for Level AAA standards.
		+
		+	While most of the product functionality has at least one method that meets the criterion without any known defects, some functionality of the product may not meet the conformance criteria. The full report is published in the following documents and can be made available on request:
		+
		+	*ICI Platform Accessibility Conformance Report
		+	*ICI AI/ML Accessibility Conformance Report
		+	*ICI Reporting Accessibility Conformance Report
		+	*ICI Obligation Management Accessibility Conformance Report
		+	*ICI Sourcing Accessibility Conformance Report
		+	*ICI Proposal Management Accessibility Conformance Report
		+	*ICI SRM Accessibility Conformance Report
		+	*ICI Risk Management Accessibility Conformance Report
		+
		+	== Known Issues ==
		+
		+	This section includes some issues that we are aware of and plan to resolve at the earliest:
		+
		+	[[File:RN 8.1 52.PNG|720px|RN 8.1 52.PNG]]
		+
		+	&nbsp;
		+
		+	&nbsp;
		+
		+	&nbsp;
−	[[File:7.9 Release Notes Microsoft Office table 2.PNG|720px|7.9 Release Notes Microsoft Office table 2.PNG]]	+	&nbsp;'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Associations|Association Management]] | [[Compliances|Compliance Management]] | [[Templates|Template Management]] | [[Clauses|Clause Management]] | [[Configure|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile App]]&nbsp;

---

Latest revision as of 08:35, 25 June 2022

ICI Release Notes - Release 8.1

Release 8.1 New Features

These release notes provide an overview of the enhancements to ICI, the ICI experience for integrations, and so on.

•      Refer to the Technical Requirements for the release in this document.

•      Refer to the Wiki documentation (also found in your ICI help section) for details on all ICI features and functionalities.

The 8.1 Release introduces the following enhancements to the Icertis Contract Intelligence (ICI) platform:

Icertis Contract Intelligence 

Agreement & Platform 

A new collaboration experience with Microsoft Teams

ICI now leverages the powerful capabilities of Microsoft Teams to help internal teams collaborate on contract creation workflow 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.

The feature includes:

• 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

Feature ID: 1188391

Negotiate and Update Agreements with the new Outlook Add-in

The new Outlook Add-in connects users’ emails with Icertis Contract Intelligence and provides improved collaboration capabilities and ensures information sent on emails is tracked for audit and governance on ICI. In addition, the new add-in provides a better interaction design, in line with the modern ACE user experience released in version 8.0.

The Add-in for Microsoft Outlook Desktop is supported on Windows and Mac OS. Once installed, an Icertis Experience for Outlook pane is accessible from Outlook. The pane provides access to ICI agreement data, along with success and error messaging for interactions. It can be pinned on the interface for easy access.

With the Outlook Add-in improvements, users can now do the following:

• Add attached documents in emails as associations or a new agreement version in ICI.
• Preview Agreement and Association documents from the Outlook Add-in.
• Drag-and-drop single or multiple emails as associations.
• Replace existing associated document with a new email or email attachment.
• Access agreements and associated documents from the Outlook plugin and email them attachments to reviewers or approvers any stakeholders.
• New incoming messages for email threads marked as associated documents are automatically added as new associated documents. 

Feature IDs: 1137119, 1137121

Quick & Easy Agreement Creation

Agreement Contract Types now come with a Quick Creation option. For all agreements using this option, users can fill all the necessary information on a single page and publish the contract or send it for approval immediately.

Feature ID: 1183356

More Quick Action Options

The Quick Actions widget “What would you like to do” has been enhanced to provide multiple actions/links with one quick action line item. For example, “Create MSA” quick action now provides multiple links catering to “Own” and “Third Party” paper selections, as displayed in the image below.

Feature ID: 1183310

External Emails Split to Ensure Compliance 

Contracts sent for review or approval by email to other parties, legal consultants and users not within ICI are now split in two parts. A URL and passcode can be shared with the users and the review can be done completely online. No need of downloading and attaching documents and tracking versions offline. The process is quick, secure and easy to audit.
Two emails are sent, One email is sent containing the agreement URL and the other with the passcode to access the URL. This method could be used for requesting reviews, reviews and approval.

Users can also resend the notification to external users whose reviews are pending, with the help of the “Resend Passcode Notification” button.

To enable this feature, the implementation team needs to configure it explicitly. 

Feature ID: 1216716 

Deviation management for text and tables outside content control

If changes are made to the plain text in agreements or tables in associations of an agreement document (text which is not a clause or attribute), a deviation can now be triggered to help Legal teams exercise greater content control. The changes are highlighted and the deviations will flow through an approval process.

Feature ID: 1183384 

Support for Microsoft Powerpoint documents

ICI now supports Microsoft Powerpoint file formats (files with .ppt and .pptx extension) as third-party paper agreement file formats. In addition to PDF and DOCX file formats, users can now create and negotiate contracts using PPT and PPTX files.

Feature ID: 1183367

Online Editing Of Own Paper

In this release, ICI is enhancing its existing online editing feature  by supporting online editing of own paper documents. using Microsoft WOPI.We have improved the experience for editing agreements with Microsoft Online applications In this release.

The following improvements can be observed:

• Documents with editable content control can be edited and and values are is synced seamlessly.
• The track changes option will now track all the changes made by the users in reviewing mode, creating a redlined version of the document.
• The empty content control will be displayed as blank instead of “obj”.
• The content controls within tables can now be edited with associations tagged as tables and saved searches.Content controls within tables will now be editable. 

Feature ID: 1287270 

Support for Inheritance of Bulk Associations 

In addition to attributes and associations, now bulk associations contract types (BACT) and their extension attributes can now be inherited from parent to child agreements. 

The agreements with BACT associations will get inherited asynchronously along with all extension attributes of all the associations. The bulk associations will also work as they do in parent agreements.

Feature ID: 1278205 

Enhancement to Download all Agreement & Associated Documents in one click  

With this release, we have expanded on the Download all capability which allowed users can to download the agreement and itsall associated documents in one click saving much time and effort. 

This functionality was earlier available when the signature type for the agreement was set to manual, it is now available for electronic and hybrid signature types as well.

Additionally, the “Download All” button will now be visible to users based on the role action mapping in superseded state as well. 

Feature ID: 980342 

Platform changes to enhance UX for Business Applications

To improve findability and relevance of information pertaining to a particular business application, some configuration changes are now available in the platform. These changes significantly improve the search and usability experience when working with Agreements, Associations or any Business Application.

The following configurations are now supported:

• Business Applications have dedicated index pages, where users can search for the information pertaining to the specific business application.
• Agreements and Associations index pages do not show information from Business Applications.
• On the Advanced Search page, users have a choice to search for information from Agreements or specific business applications.
• Left navigation of a business application entity page can be configured to show the relevant links.
• Results for global search are categorized by the business application name if they are not Agreements or Associations.
• When creating a Contract Type, seeded attributes only relevant to the Business Application Type and Category can be seededwill be selected.

Feature ID: 1183274 

Self-Service

Introduction of a Technical Admin user to access the System Configuration on Self Service Portal

With the risk of inaccuracies in technical configurations, given their critical importance, such configurations have been, till now, hosted outside the confines of ICI, where ICI admin users, who have azure subscriptions to an instance, authored the process.

Therefore, the capability of admin users within ICI were being limited and the scope of technical configurations had to be expanded.

Now, a solution has been devised with this feature, as enunciated in the following:

• Technical Administrators can now be configured/added for performing required technical configurations in the System Configuration Portal, using the new “Technical Roles” field while adding, provisioning or editing a user.

Note: The user has to be Internal in order to be authorized with “Technical Roles”, and selecting an external user will automatically discount the Technical Roles feature.

• The portal has been upgraded for Technical Admin users, with enhancements to the Landing page, header, menu options, along with a static welcome message.
• Appropriate messaging and communication will be provided for any negative scenarios, wherein the Technical Admin User faces any challenge accessing or configuring.
• When a new ICI admin user logs in, they should be able to setup other internal users as technical admin users of the System Configuration portal. 

Note: Only the ICI Admin user should be able to setup other internal provisioned users as the Technical Admin user.

• The ICI Admin can either create a new Security group, as required, or use an existing security group. 
• The authorization of technical admin users will depend on Security Groups Privilege to the “Self Service” privilege entity, and on roles assigned to specific users.
• The “Self Service” privilege can be configured in the backend and it will be visible to users under the Security Group Privilege tab.
• The “Manage” access option can be selected to grant access to the System Configuration Portal for technical admin users.

Note: The user who gets Technical Admin privileges can be any internal provisioned user on that instance (even a non admin user).

Feature ID: 1210894

Building the Config Key Update utility as part of the System Configuration on Self Service Portal

Today, in ICI – There are close to 800 configuration keys in the system. These keys are managed via the ICM Tools which is hosted outside of ICI. With this initiative, we have started the migration these Keys incrementally to be part of the System Configuration – Self Service Portal. 

The scope for this release is to migrate 10 keys into the utility. The access to this utility is driven by the Technical Admin role as explained in the previous section. 

Once the user successfully enters the ‘System Configuration – Self Service’ portal with the correct security groups and technical admin role, they will be able to see the ‘Config Key Updates’ entry point at the top of the screen

On clicking the Config Key Updates menu, the user will be able to see the utility where the defined 10 keys will be loaded on the screen, along with their existing values.

 

The user will be able to view each key loaded into a card. The card will contain the name of the key along with it’s value. 

The user will be able to see a dedication section to the right of the page for viewing help information

The user will be able to click on the ‘3-dot’ option on each card to edit the value of the key

 

On clicking the Edit option, the key information will be loaded in the right drawer panel. Here the user can edit the key value and Save using the button at the bottom of the drawer

 

 

The user can edit one or more keys using the ‘3-dot’ option on each card. Once the user has finished editing all the keys, they need to click on the ‘PUSH CHANGES TO ICI’ button at the top of the grid. This will internally update the keys with the edited values in ICI for the changes to take effect

 

Feature ID: 1180864

Administration & Configuration 

Quick Configuration with ICI Import Solution

The ICI Import Solution is an automated solution for configuring ICI entities. It simplifies the initial configuration process and reduces the time and complexities involved in the process.

Using the Import Solution tool, ICI users can now:

• Import configurations from a source ICI instance to a target ICI Instance with no pre-existing configuration data.
• Import configurations between different versions of ICI.

Note: Support will be provided for up to 2 releases preceding the target ICI version.

• Register and publish preconfigured import solutions.
• Import the following information:
• Contract Types
• Templates
• Clauses
• Rules
• Notifications
• Masterdata Instances
• Seeded Masterdata entity instances
• Users & User Groups
• Security Groups

Feature ID: 1262996 

Contract Types can now be locked for editing 

Contract types can now be edited by only one user at a time. This functionality helps prevent data inconsistencies or concurrency errors.

Product enhancements include:

• A Lock/Unlock button on the contract type page. 
• Auto system lock when users start edit a contract type without locking it. 
• Messaging providing information on who is editing the contract type. 
• System locks get released when contract types are saved.

Feature ID: 1212463 

Enhancements to Legacy Upload Tool

The following features will be added to the Legacy Upload utility with this release, improving speed and accuracy and reducing file size.

• Records bypass workflow states directly to the desired state. 
• Users can schedule upload in batches within guardrails to improve system resource allocation. 
• Specific range of records from the UI can now be uploaded.
• Infra and Elastic Search health check can be run before executing the scheduled batches.
• On demand batch scheduling based on the user provided schedule. 
• Supporting legacy entity created with large files 100MB+.

Feature ID: 1069763

Unique clause and template code for every environment

Users can now customize their clause and template codes for different instances. If unique codes are used, it reduces errors when migrating data from one instance to another. It also simplifies searching of clauses and templates.

Feature ID: 938126

Template and Clause creation options in Microsoft Word

The Create Template and Create Clause options in the Icertis Experience for Word are only displayed to users with access to these features. Earlier an error message was displayed to users without access and resulted in an unsatisfactory experience.

Feature ID: 1187041

Show or Hide confirmation messages in Microsoft Word 

Administrators can now choose to show or hide certain confirmation messages, as per the organization's preference, on the Icertis Experience for Word.

Feature ID: 1187044

Technology Updates

ServiceBus upgraded to Azure.Messaging.ServiceBus

“Azure.Messaging.ServiceBus” is now replacing “Microsoft.ServiceBus”.  

This is a Microsoft recommended upgrade and provides the following improvements:

• Up-to-date, streamlined Azure.
• More accurate messaging without any anomaly or junk data in the message characters.

Feature ID: 940871

Authentication Library and Graph API update

Microsoft has announced* deprecation of the Azure Active Directory (Azure AD) Authentication Library (ADAL) and Azure AD Graph API libraries and recommends using Microsoft Authentication Library (MSAL) and Microsoft Graph API.

We have updated Microsoft Graph, Identity and Key Vault packages to include stability and security fixes from Microsoft. The migration from ADAL and Azure AD Graph API to MSAL and Microsoft Graph API will ensure continuing support for the following areas:

• User Provisioning 
• Bulk Action 
• Integration - SFDC, GIF (Generic Integration Framework), MSCRM  
• Reporting 
• Key Vault 

Refer to the following link for Microsoft’s circular: Update your applications to use Microsoft Authentication Library and Microsoft Graph API - Microsoft Tech Community.

Feature ID: 1276938

API Enhancements

In this release we focused on providing API 2.0 versions of most of our APIs with a goal to improve the performance and overall usability.

Following APIs are upgraded to API 2.0 versions in this release:

API Deprecations

Any integrations utilizing the deprecated APIs must adopt alternate APIs. Previously, API endpoints have been periodically deprecated and alternate APIs have been provisioned.

However, no existing API endpoints have been deprecated in the 8.1 Release. To check previously deprecated endpoints, refer to 7.16 Release Notes. More details on the alternate APIs are available in the Swagger documentation.

Mobile App Update 

Improved Security on Mobile Devices with SafetyNet Attestation API

With this release, ICI is implementing SafetyNet Attestation API for Android mobile application to restrict users from accessing the application through rooted/vulnerable device, to avoid breaching of the IT and cyber security policy.

Note: The SafetyNet Attestation API is supported Android version 8.0 onwards.

Feature ID: 1095223

AI Applications 

Usually, the implementation team spends a lot of time analyzing and training the AI model for the discovery of the new attributes. With this release, ICI is extending the number of pre-trained attributes so that the AI apps implementation project can be expedited. ICI previously had added 23 out-of-the-box attributes and introducing 15 additional attributes in this release, making it a total of 38 new attributes as a part pre-trained model. Customers can now start using attributes from pre-trained model with no or very little retraining.

The additional attributes are:

• Acceptance Completion Period
• Breach Cure Period
• Confidentiality Survival Period
• Force Majeure Period
• Interest Percentage on Payment Delay
• Liquidated Damages Cap
• Policy changes notice period
• Records Retention Period
• Renewal notice period
• Signatory Name
• Signatory Title
• Signature Date
• Termination for cause notice period
• Termination for convenience notice period
• Warranty Claim Period

Feature ID: 1187824

Enhancing the scope of DiscoverAI app& Negotiate AI differentiation

Discover AI helps users to identify attributes and clauses in browser and save them in the system.

With this release, scope of DiscoverAI has been enhanced to include the discovery of attributes and clauses within Microsoft word also using Icertis Experience for Word plugin. 

• The following actions/functionalities will be available under the Discover AI license in Icertis experience for Word: 
• Discovery of attributes and clauses. 
• Confirm, Confirm with Deviation, Ignore, Compare and Replace the clauses based on discovered clauses data. 
• Select the Matched Clause from the library. 

Feature ID: 1284012

Reports Enhancements

Data for agreements awaiting signature in reports

Out-of-the-box ICI reports will now display details for the business status “Waiting for Signature”, in addition to existing statuses. This update to the reporting logic resolves an existing gap in the reports data.

This enhancement applies to the following reports:

Feature ID: 1071182

Custom reporting views using JSON 

Developers can now create new custom reports views using Stored Procedures (SP) and JSON files. This feature gives flexibility to organizations to easily develop new reports relevant to their business requirements.

An Import SP is now available that takes JSON files as input. The JSON file used for input is where developers can define the new view. New reporting views are automatically created on running the Import SP.

An Export SP is also provided, which can be used to download a JSON file which contains the structure of an existing view in the database, to use as a template to create a new views.

Feature ID: 1208472

Dataset and seeded dashboard for Proposal Management application

A dedicated Power BI Dataset is now available for the Proposal Management application for out-of-the-box and custom reporting.  

PM App Power BI report will have clickable links to ICI entity details page for Proposal Management Entities such as, Sell Side RFx, RFx Qualification, and Bid Proposal.

Feature ID: 1232650

Attribute Information Report Enhancements

The following filters and columns are added to the Attribute Information report giving more options to analyse the Attributes used in the system.

• Filters: Contract Type, and Group by Property Columns: Is Mandatory and Tracking Attribute

Feature ID: 1158976

Edit SSRS Reports without customization

Icertis and partner developers can now edit the SQL Server Reporting Services (SSRS) reports eliminating the need to create additional customized reports even for small changes. Users can now make the following edits to SSRS reports:

• Add or remove columns in an existing report.
• Modify column’s position, name, or default values.
• Modify sorting order of the results.
• Apply query level filters.
• Apply security group access as standard reports.
• Create copy of existing report and modify it.
• Use a new framework, which has a JSON-based interface.
• Create new or modify custom reports.

Feature ID: 744814

Report-based edit access for Power BI reports

Manage access for Power BI reports can now be provided at a report level to ensure that edit access is only given to the necessary users within the organization.
This feature works does not impact “Advanced Analytics” access.

Feature ID: 1070905

Maintainance and storage optimization with a Common Data Model for Clause-based reports

PlatformClause - a common data model for clause related information can now be used to create clause-based reports such as Clause Profiling Report, Clause Pending Approval Report and more. This helps optimize storage capacity and reduces the development and maintenance effort siginificantly. 

Feature ID: 1083685

SSRS Reports now available with Power BI

Power BI reports are faster, more scalable, richer in features, customization-friendly, sport a modern UI and overall a better experience. To leverage its advantages, the following SSRS reports are now made available in Power BI:

• Clause Summary Report
• Tagged Attribute Report
• Agreement Clause Content Report – A widget that displays the clauses with the most deviations is also added in this release. 

Feature IDs: 1214787, 1214720, 1223598
 

Salesforce Integration 

 Activity Object and Trigger Simplification in Salesforce Adapter

The following enhancements are made to the SFDC Manage package Adapter:

• Triggers for Accounts and Opportunity objects have been removed from the Managed package to avoid unnecessary update-related issues. Users can get more flexibility and control over them when they use the auto contract creation feature. Note: This is applicable to both fresh installs as well as updates on existing packages.
• Previously, 6 custom fields were needed on the Salesforce activity object to sync ICI tasks with Salesforce, and now, the dependency on these fields have been reduced with only 2 custom fields required for the sync.
• For customers who didn’t need the ICI task sync feature and were unable to remove the custom fields with the limit of 100 fields on the Activity object, now, these fields have been removed from our managed package to provide more flexibility.

Note: Guideline documentation and support by ICI implementation/upgrade team will be duly provided, for creation of desired fields during new installs as well as release upgrades, or deletion of fields during upgrade scenarios.

Feature ID: 1066353

User Experience for Salesforce Revamped

Using ICI within Salesforce is now a more seamless experience as we have made significant improvements to preserve the native Salesforce UI interactions, which users are familiar with, without compromising the ICI functionality.

These are the enhancements that have been introduced:

•  Native Salesforce components are now used along with the ICI iframe.
• Sub-tabs moved from ICI to Salesforce native tabs, for example: Agreements, Requests and Agreement Reports.
• Agreement and Request Details pages are now displayed in native Salesforce UI.
• On the Details page certain actions (example - Reset Expiry) and sub-tabs (example – Associations) are now native Salesforce components.

Note: The implementation team will provide a list of native and i-frame components.

Feature ID: 1186642

eSign Integration 

Integration Support for DocuSign using JWT authentication

The ICI and DocuSign integration was previously based on authenticating the APIs with “IntegratorKey” and “API Password”.

The product has now been upgraded to support an enhanced authentication using JSON Web Token (JWT), along with the existing basic authentication support. This enhancement has also enabled JWT support for “Multisign” as well as “Single Esign” configurations.

Feature ID: 1000798

DocuSign API upgraded from 2.0 to 2.1

DocuSign released an update announcement that OAuth 2.0 would be required to support DocuSign API applications. In keeping with this announcement we have upgraded DocuSign REST APIs from 2.0 to 2.1. With this upgrade, a new JSON parser has been introduced to support DocuSign Connect, a notification mechanism to receive updates when any event is triggered in the eSignature workflow.

Feature ID: 1060689

Adapting webhook feature of Adobe Sign

Adobe Sign adapter couldn’t communicate precise callback information to ICI Platform, thus causing intermittent errors in ICM workflow after the Agreements were electronically signed. Adobe Sign responded with the same information for every signature, hence it wasn’t possible to distinguish between callbacks from different signature. However, with the introduction of Adobe webhook, this problem can be resolved.

Adobe webhooks can be created on the workflow for each agreement, requesting the type of information in the callback, which further benefits as follows:

• Identifying the signatory requesting a callback
• Identifying for which event or action the callback is requested
• Concisely updating the status in ICM

Note:  Upgrade Adobe Sign API from 5.0 to 6.0 to use the webhook feature.

Also, Adobe rebranded Echo sign to Adobe Sign, hence non overridden localization strings for validation messages have been modified accordingly.

Feature ID: 1091947

Electronic Signature support using ICI BioPharma setting for 21 CFR Part 11 & Annex 11 compliant groups

ICI Platform now supports the Life Science industry documents that need to comply with 21 CFR Part 11 (for US FDA) or Annex 11 (for EU) regulatory compliance.

This feature allows integration with DocuSign Part 11 module and Adobe Sign Bio-Pharma setting to get electronically signed approvals for such agreements.

Feature ID: 1220095

Changes in IP whitelisting process for eSign adapters

ICI Platform supports integration with third party eSign adapters, which communicate using callback information. To receive the callback data from the eSign servers, certain IPs to intended methods are whitelisted. This action is done through the web.config file. However, any change in the IPs requires modifying the web.config file, which resets the IIS, resulting in performance issues.

To address this issue, “Core.IPSecurity” key has been introduced, which stores information related to the IPs as a JSON, and thus eliminates the need to modify the web.config file.

Note: Blocking or allowing IP addresses based on DNS is not supported as a part of this feature.

Feature ID: 1193062

Update eSign document with correct status

In certain scenarios, the electronic signature status in ICI and eSign provider are inconsistent. An enhancement has been added wherein the respective statuses are verified and the agreement status is updated or corrected accordingly.

Feature ID: 1193061

Sourcing 

The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (SRC8.1.0.404).

Support for new RFx type-RFP

Icertis Sourcing application now supports Requests for Proposals (RFPs). Organizations can leverage the advantages of a secure and seamless application to organize and maintain their procurement processes digitally using the RFP feature.

RfPs are integrated requests containing information on both questions and bids. Buyers can now design, create, and publish RFPs in the Sourcing application and invite suppliers to respond to them. Once Buyers receive the responses, they can evaluate them and make their procurement decisions.

Key RFP features:

• Integrated mechanism to get responses to questions and bids from suppliers.
• Reusable templates for Questions, Questionnaires, and Bidding templates.
• Questionnaires and questions can be arranged and reordered as required. 
• Attachments, and responses to questions can be downloaded in a package.
• A consolidated excel spreadsheet is available to analyse bids and responses.
• Suppliers can provide responses to questions using Excel as well as Sourcing UI.

Feature ID: 404602

Improved Sourcing workflow with Sourcing Request

Users within an organization can now create Sourcing Requests for procuring items or services. These requests can be designed to go through an approval flow before they are turned over to procurement teams. The approval cycle can be easily tracked and audited for compliance.

Sourcing Request features:

• Configure a Sourcing Request based on the necessary privileges.
• Request forms can be designed to capture necessary details and attachments.
• Requests can be sent to designated approvers for approval.
• An RFx can be created after the request is approved.
• Requests can be modified until they are approved or a RFX is created based on it.
• Cancel or recall the Sourcing Request.
• Put the Sourcing Request on Hold till approved state provided RFx is not created using this Sourcing Request.

Feature ID: 611297

Ordering and additional data types for Questions in Questionnaire

We have made the following enhancements to Icertis Sourcing to improve the user experience when working with Questions and Questionnaires:

The order of Questions and questionnaires in RFx can be set and modified as per the preference of users.

The following data types are now supported for questions in RFx:

• Boolean
• String
• Choice
• Multi Choice
• Currency
• DateTime
• Number
• Percentage
• Text Area
• Rich Text Area  
• Email
• File Selection

Note:

• On exporting rich text data type information to Excel or HTML, some formatting features may be lost.
• Uploading a file attachment as response for file type question response using Excel is not supported. Supplier must log on to ICI to upload files.

Feature ID: 896873

Obligation Management 

The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM8.1.0.404).

An interface to quickly add obligations discovered by AI

Obligations that are identified in contracts using the Discover AI feature can now be easily reviewed on the user interface. User can review the obligations and decide to add one or more to the Obligation Management application for tracking approvals and fulfillment.

The interface to review and create obligations in bulk saves users much time and manual effort.

The following image shows an example of creating Obligations in bulk:

Notifications for successfully processed or failed obligations can also be configured.

Feature ID: 1090383

Auto-approval of Obligations to improve efficiency

Many obligations are extracted from executed contracts and they don’t usually need to go through an approval process in the Obligation Management application. To reduce time and effort spent approving a large number of obligations and not block the obligation fulfillment lifecycle on account of pending approvals, an automatic approval process for obligations can now be configured.

Once the auto-approval process is defined based on obligation taxonomy, this is how the feature works:

• If approval is turned off, and no approvers are added to obligations, the obligations are automatically approved.
• If approvers are added to obligations, manually or automatically through a rule, then even if approvals are turned off, the obligations will need to be approved.

Feature ID: 519344

Organize and manage obligations by creating groups 

An obligations could have one or more sub obligations or tasks, which would need to be completed by different individuals in an organization. Also, some obligations may be related to each other and grouping them could help organize and track the fulfillment. To facilitate such scenarios, obligation groups can now be created in the Obligation Management application.

Users can now categorize different obligations under logical groups and create parent-child relationships between obligations.

Child obligations automatically inherit any changes made to the parent Obligation. For example, if the status of parent Obligation is changed to Approved, all the related child Obligations also get approved.

Feature ID: 649768

Duplicate obligations no longer inherited 

When an Agreement (parent), with an associated Obligation, is inherited by another Agreement (peer), a duplicate Obligation is created. An enhancement in this release eliminates this limitation.

Feature ID: 1040723

UI Improvements for Obligation Management

The following improvements are made in the product to improve the search and usability experience when using Obligation Management:

• Dedicated index pages for Obligations and Fulfillments,
• Relevant page titles, breadcrumbs and history page information.

Feature ID: 1236413

Risk Management

The 8.1 Release introduces enhancements to the Icertis Contract Intelligence (ICI) Sourcing Application (RM8.1.0.404).

UI Improvements for Risk Management 

The following Improvements are made in the product to improve the search and usability experience when using Risk Management: 

• Dedicated index pages for Risk Management and Risk Assessment. 
• Relevant page titles, breadcrumbs and history page information. 
• Saved searches display Risk Assessment as category.  
• The “Create” action button has now been added on the “Risk Assessment” index page.   

Other enhancements include:

• The “Delete” action has now been moved under the three dots icon on the Risk Assessment “Details” page. On deleting the risk assessment, users will be redirected to the Risk Assessment “Index” page.

Feature ID: 1067718

Proposal Management 

ICI Proposal Management application is certified to work with the 8.1 release (PM8.1.0.404). 

Track and analyse performance with a Power BI Dashboard

A seeded dashboard that helps supplier organizations track their proposals by status, time, and outcome is now available within the Proposal Management application.The following features and reports are now available with the Proposal Management application:

• A new Power BI data model with Power BI dataset specific to Proposal Management.
• Proposal Management KPIs report
• Capture Management report

Note: Users with access to Sell Side RFx or Bid Proposal can view the Dashboard.

 

Enhancements to Seeded Contract Types

With this release, the PM App is being enhanced with newly seeded attributes to its seeded contract types.

In this enhancement:

• New attributes have been seeded with the Bid Proposal entity:
• Total Bid Value For Proposal
• Total Value Won Or Lost
• Customer Address
• Customer Geography

These new attributes contribute in the essential computations of the Win Ratio and the Value Capture Ratio.

Feature ID: 1186830

Revamped User Experience across the PM App

The visual look and feel of the Proposal Management App has been considerably enhanced with the ICI-wide implementation of the new UI (User Interface) and UX (User Experience).

The following summarizes the revamped user experience across the App:

• The new “Proposals” tile menu now features only the viewing tile options for the seeded PM App entities, in addition to a new “Dashboard” tile menu option.
• The create navigation flow has been moved from the “Proposals” tile and a dedicated “Create” button has now been added to each seeded entity index page.
• The seeded entities now have their dedicated index pages, as opposed to the saved search driven listing in previous releases.
• The Details pages of all the seeded entities (Sell Side RFx, Bid Proposal etc.) now have dedicated page titles starting with the entity name, instead of the contract type category. For example, the previous “Agreement / Sell Side RFx 123” has been replaced by “Sell Side RFx / Sell Side RFx 123”.
• The newly added entity name (such as “Sell Side RFx”) on the Details page header is now a clickable link, clicking which opens the entity index page.
• In the audit history of any entity, both Grid View and List View, the header now features the entity category name instead of the contract type, just like the change in entity Details page.
• The display of action buttons on entity Details pages can now be configured to customize their sequence of display, and based on the available window space the remaining action buttons will be available under the three dots icon on the entity “Details” page.

Feature ID: 1235186

Supplier Relationship Management Application 

ICI Proposal Management application is certified to work with the 8.1 release (SRM8.1.0.404).

Supplier Evaluation

The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.

How Supplier Evaluation fits within Supplier Relationship Management

The Supplier Evaluation module introduced in the Supplier Relationship Management suite helps organizations manage supplier performance and evaluate and mitigate risks associated with working with suppliers.

How Supplier Evaluation fits within Supplier Relationship Management

 

Supplier Evaluation module is part of the Supplier Relationship Management application, which is built on Icertis Contract Intelligence.

Once suppliers are onboarded, users can evaluate suppliers on the products or services they offer. The KPI criteria, schedule, and the evaluators can be set up within the module and on completing the assessment the supplier can be classified as high performing, low performing or standard supplier.

A routine supplier evaluation can help organizations set expectations from their preferred suppliers and manage low performing suppliers.  

Supplier Evaluation Features

Setting up Supplier Evaluation

• KPIs – Users can create one or more KPIs (evaluation criteria) and evaluate suppliers based on the set parameters. For example, you can create KPIs for auditing, performance reviews, training requirements, and more.
• Supplier Data – The supplier evaluation creation process is simplified as much of the supplier information is auto-populated based on the supplier’s record.
• Evaluation Schedule – Users can set up a period for which the supplier will be evaluated.
• Product/Service for Evaluation – The evaluation can be performed in context of the product or service provided or the agreements.
• Reviewing suppliers based on the Criteria – The evaluation criteria can be put through an internal review process, and inputs can be sought to finalize the evaluation criteria.
• Supplier Outreach – Suppliers can provide information and supporting documents needed to perform the evaluation by responding to review requests by buyers.
• Responses & Scoring – Based on the responses provided by business team or evaluators on the supplier evaluation, scores are automatically computed.
• Evaluation Approvals & Control – Once the evaluation process is over, then buyer team defines supplier performance classification and suggests the next course of action (in case of low performing supplier). This can also be sent for management approval. The approver team can either approve or reject and send it for rework..
• Notifications – Notifications can also be configured for periodic evaluation. System notifications are sent to buyers when they are requested to evaluate a supplier.

Feature ID: 463049

Managing Supplier Hierarchy

Manage Related Supplier Organizations

The Supplier Relationship Management application now provides a mechanism to connect supplier organizations with their Parent, Holding or Subsidiary organizations. This is to ensure that you have a complete overview of the business you do with one supplier and its related entities. According to business needs, you may want to work with a local supplier or the parent global organization.

You can designate a supplier organization as one of the following types:

• Supplier: Supplier organizations that may or may not have related Parent or Holding companies.
• Parent company: Parent company of one or more Supplier organizations, controls operations of the Supplier Organization
• Holding company: Holding company of one or more subsidiary Supplier organizations, does not have a direct say over the operations of subsidiaries.

Changes made to the supplier hierarchy for supplier registration, qualification or profile are synchronized with the vendor database and supplier master.

Unique Supplier Record Management

In Icertis Supplier Relationship management, the uniqueness of a supplier record is validated based on a combination of attributes . In this release, one or more of the unique identifiers attributes can be made editable. This is to account for entities that may change the Legal Entity Name in the course of doing business, considering legal entity name is one of the unique identifier attributes.

If the attributes are changed for an organization, the system validates and checks for duplicate records before allowing users to make the change.

Validating the Duplicate Registrations

Buyers may receive more than one registration from the same supplier submitted through the web page.

This release introduces the capability to match the supplier registration records based on the unique identifier attributes. This helps identifying the duplicate registrations. Buyers can perform limited actions on the duplicate registrations and the supplier qualification is not generated.

Note: Customers upgrading to 8.1 from previous versions of ICI Supplier Relationship Management is supported.

Feature ID: 1271423

Technical Requirements 

The Icertis Contract Intelligence (ICI) application can be accessed from any device with an Internet connection and a supported browser. All features may not be available in all environments.

The software and hardware requirements for the client system as well as the mobile application are listed in the table below:

Important Changes in IE11 Support:

From March 2021, Microsoft has stopped its technical support to Internet Explorer (IE) and has advised its customers to move to Microsoft Edge.

ICI will no longer support IE11. ICI will not be certified over IE11.

If customers use IE 11 then the below message will be displayed:

“You are using a browser that is not recommended to be used since it no longer supported by its OEM. The ICI support for this browser is limited for 7.16 version and will be discontinued from version 7.17 onwards. You should switch to Microsoft Edge as recommended by the OEM or any other supported browser prescribed by your organizational policy. You may contact your administrator for further information.”

 

Accessibility Conformance 

We ran accessibility conformance tests on the Icertis Contract Intelligence platform and Business Apps for Web Content Accessibility Guidelines 2.1 for Level A and Level AA standards. We did not evaluate for Level AAA standards.

While most of the product functionality has at least one method that meets the criterion without any known defects, some functionality of the product may not meet the conformance criteria. The full report is published in the following documents and can be made available on request:

• ICI Platform Accessibility Conformance Report
• ICI AI/ML Accessibility Conformance Report
• ICI Reporting Accessibility Conformance Report
• ICI Obligation Management Accessibility Conformance Report
• ICI Sourcing Accessibility Conformance Report
• ICI Proposal Management Accessibility Conformance Report
• ICI SRM Accessibility Conformance Report
• ICI Risk Management Accessibility Conformance Report

Known Issues

This section includes some issues that we are aware of and plan to resolve at the earliest:

 

 

 

 Related Topics: Agreement Management | Association Management | Compliance Management | Template Management | Clause Management | Configuration | Reports | Advanced Analytics | User Administration | ICI Tools |  Icertis Business Apps | AIML | ICI Add-ins | ICI Mobile App