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Welcome to ICI! You may be a new user or a contract administrator wanting to explore ICI. You are in the right place!
 
Welcome to ICI! You may be a new user or a contract administrator wanting to explore ICI. You are in the right place!
  
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== Log on to ICI ==
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== Log-in to ICI ==
  
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You must have account on ICI to use it. You should receive an account activation email with your account details once your ICI Administrator creates it. This email contains:
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You must have an account on ICI to use it. You should receive an account activation email with your account details once your ICI Administrator creates it. This email contains:
  
 
*Your username and temporary password  
 
*Your username and temporary password  
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1. '''Click''' the URL provided in your account activation email. At the "Login" page, '''type''' the user name and password you received in the email.
 
1. '''Click''' the URL provided in your account activation email. At the "Login" page, '''type''' the user name and password you received in the email.
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<div class="image-green-border">[[File:Login.jpg|720px|RTENOTITLE]]</div>
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<div class="image-green-border">2.&nbsp;'''Click'''&nbsp;"Log in".&nbsp;The Dashboard page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The login page'''&nbsp;'''view differs&nbsp;as per the customer.</div>
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2.&nbsp;'''Click'''&nbsp;"Log in".&nbsp;The Dashboard page opens.
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&nbsp;
 
  
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== Setting your preferences ==
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== Setting your Preferences ==
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<div><div style="float:left;width:68%;">
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You can personalize the ICI user interface as per your preferences for a better user experience.
 
You can personalize the ICI user interface as per your preferences for a better user experience.
  
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*Notification Category and Events  
 
*Notification Category and Events  
 
*Reason Codes  
 
*Reason Codes  
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*Association entities assembled as a file, table or saved search as a table in a single as well as bilingual template&nbsp;  
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*Association entities assembled as a file, table, or saved search as a table in a single as well as bilingual template&nbsp;  
  
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The localization covers data types such as Masterdata Lookup (String Attributes), Choice/Multi-choice, Date and Time format, Percentage, Number, Boolean and Currency attributes format in Icertis Experience for Word. Additional localization support is now provided for attribute groups and extension attributes on ICI Web.&nbsp;
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The localization covers data types such as Masterdata Lookup (String Attributes), Choice/Multi-choice, Date and Time format, Percentage, Number, Boolean, and Currency attributes format in Icertis Experience for Word. Additional localization support is now provided for attribute groups and extension attributes on ICI Web.&nbsp;
  
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The UI elements will be displayed in English if there are no local values available in preferred language for that specific element in the ICI system.
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The UI elements will be displayed in English if there are no local values available in the preferred language for that specific element in the ICI system. When the localization is not defined, the attribute values for association entities will be displayed in a language depending on specific business criteria.
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When the localization is not defined, the attribute values for association entities will be displayed in a language depending on specific business criteria.
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From user Settings, if you change the language preferences then the localized value will be reflected in the Alias Master.
 
From user Settings, if you change the language preferences then the localized value will be reflected in the Alias Master.
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1. '''Click '''"User Settings"&nbsp;on the far-right on the top. A drawer slides out from the right.
 
1. '''Click '''"User Settings"&nbsp;on the far-right on the top. A drawer slides out from the right.
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<div class="image-green-border">[[File:8.0-Basic-setup-User-Settings.PNG|720px|8.0-Basic-setup-User-Settings.PNG]]&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''''&nbsp;''"Preferences"''.'''''&nbsp;'''The "My Preferences"&nbsp;drawer&nbsp;opens with three tabs.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic-setup-Preferences.PNG|720px|8.0-Basic-setup-Preferences.PNG]]</div> <div class="image-green-border">'''''&nbsp;'''''</div> <div class="image-green-border">'''On the "My Details" tab,'''</div> <div class="image-green-border">1.&nbsp;'''Select&nbsp;'''the number of records that you want to be displayed per page (10, 50 or 100).</div> <div class="image-green-border">2. '''Select '''the default choice of items or records count to be displayed on the grid.</div> <div class="image-green-border">3. '''Select '''"Records Layout" (Grid View, Tile view or Extended view).</div> <div class="image-green-border">4. '''Toggle '''the "Search Panel Visibility" option (Yes/No).</div> <div class="image-green-border">5. '''Toggle '''the "Open every record in same browser tab" (Yes/No).</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic-setup-Preferences1.PNG|720px|8.0-Basic-setup-Preferences1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''On&nbsp;the "Locale Settings"&nbsp;tab,'''</div> <div class="image-green-border">1.&nbsp;'''Choose '''your language, time zone,&nbsp;date and time formats. You will receive ICI&nbsp;notification emails in the language that you select.</div> <div class="image-green-border">2. You can define the user's&nbsp;preferred currency (for example, USD) using the "Preferred Currency" option.&nbsp;Based on the user preference, the selected currency will be auto-populated for any Currency attribute.</div>
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<div class="image-green-border">[[File:8.0-Basic-setup-User-Settings.PNG|720px|8.0-Basic-setup-User-Settings.PNG]]&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''''&nbsp;''"Preferences"''.'''''&nbsp;'''The "My Preferences"&nbsp;drawer&nbsp;opens with three tabs.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic-setup-Preferences.PNG|720px|8.0-Basic-setup-Preferences.PNG]]</div> <div class="image-green-border">'''''&nbsp;'''''</div>  
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'''On the "My Details" tab,'''
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1.&nbsp;'''Select&nbsp;'''the number of records that you want to be displayed per page (between 8-32).
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2. '''Select '''the default choice of items or records count to be displayed on the grid.
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3. '''Select '''"Records Layout" (Grid View, List View).
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4. '''Toggle '''the "Search Panel Visibility" option (Yes/No).
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5. '''Toggle '''the "Open every record in same browser tab" (Yes/No).
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<div class="image-green-border">[[File:8.0-Basic Set Up-Preferences.PNG|720px|8.0-Basic Set Up-Preferences.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''On&nbsp;the "Locale Settings"&nbsp;tab,'''</div> <div class="image-green-border">
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1.&nbsp;'''Choose '''your language, time zone,&nbsp;date and time formats. You will receive ICI&nbsp;notification emails in the language that you select.
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2. You can define the user's&nbsp;preferred currency (for example, USD) using the "Preferred Currency" option.&nbsp;Based on the user preference, the selected currency will be auto-populated for any Currency attribute.
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'''Note''':&nbsp;&nbsp;
 
'''Note''':&nbsp;&nbsp;
  
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*For Inheritance, Copy Agreement, Amendment creation, the currency selected in the parent entity will be selected by default; the currency preference will not be auto-populated.&nbsp;  
 
*For Inheritance, Copy Agreement, Amendment creation, the currency selected in the parent entity will be selected by default; the currency preference will not be auto-populated.&nbsp;  
 
*When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated.  
 
*When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated.  
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<div class="image-green-border">3.&nbsp;'''Click "'''Save" to save your settings.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic-setup-Locale-settings.PNG|720px|8.0-Basic-setup-Locale-settings.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
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3.&nbsp;'''Click '''"Save" to save your settings.
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</div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences1.PNG|720px|8.0-Basic Set Up-Preferences1.PNG]]</div>
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== Out-of-office Tasks Setup - Auto Delegation ==
 
== Out-of-office Tasks Setup - Auto Delegation ==
  
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The Auto-Delegation functionality for your tasks allows you to delegate your tasks to other users for a desired period.&nbsp;Utilizing auto delegation capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.
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The Auto-Delegation functionality for your tasks allows you to delegate your tasks to other users for the desired period.&nbsp;Utilizing auto delegation capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.
  
 
The&nbsp;business users can:
 
The&nbsp;business users can:
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The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office so that the user can make appropriate decisions.
 
The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office so that the user can make appropriate decisions.
  
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Users can also view the recently expired 15 delegations which they can reactivate by updating, and reuse while setting up the delegations structure.
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Users can also view the recently expired 15 delegations which they can reactivate by updating, and reusing while setting up the delegations structure.
  
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To delegate your tasks to another user for the desired period:
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'''On the "Auto Delegation" tab,&nbsp;&nbsp;'''
  
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'''On the "Auto Delegation" tab&nbsp;on the "My Preferences"&nbsp;drawer:'''
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To delegate your tasks to another user for the desired period:
  
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1. '''Select'''&nbsp;the dates on which you want to start and end the delegation in the "Time Period" fields. For example, from December 1, 2021, to December 24, 2021.
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1. '''Select'''&nbsp;the dates on which you want to start and end the delegation in the "Time Period" fields.&nbsp;
  
 
The current date is selected by default in the from date field. Also, you cannot select the past date in&nbsp;"Time Period".
 
The current date is selected by default in the from date field. Also, you cannot select the past date in&nbsp;"Time Period".
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</div> <div class="image-green-border">&nbsp;</div> </div> </div> <div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation.PNG|720px|8.0-Basic-setup-Auto Delegation.PNG]]</div>  
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2. '''Select''' the desired&nbsp;"Delegation Condition" based on which the tasks would be delegated to the selected user. For example, "All Agreements".
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation0.PNG|720px]]</div>  
 
2. '''Click''' the "Add User"&nbsp;icon to select a user to whom you want to delegate the tasks in the "Delegate To User" field. The "Select&nbsp;User" drawer opens displaying all provisioned users.
 
2. '''Click''' the "Add User"&nbsp;icon to select a user to whom you want to delegate the tasks in the "Delegate To User" field. The "Select&nbsp;User" drawer opens displaying all provisioned users.
  
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3. '''Select''' a user and '''click "'''Add". For example, John.
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3. '''Select''' a user and '''click "'''Add". For example, AE User10.
  
 
The delegation will be set up for user John; however, if John is not available during the selected dates and has set up delegations herself, tasks will be automatically delegated further to that user. This multi-level auto delegation takes place up to the third user in the delegation chain.
 
The delegation will be set up for user John; however, if John is not available during the selected dates and has set up delegations herself, tasks will be automatically delegated further to that user. This multi-level auto delegation takes place up to the third user in the delegation chain.
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<div class="image-green-border">&nbsp;[[File:8.0-Basic-setup-Auto Delegation-select-user.PNG|720px|8.0-Basic-setup-Auto Delegation-select-user.PNG]]&nbsp;</div>  
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences4.1.PNG|720px|8.0-Basic Set Up-Preferences4.1.PNG]]</div>  
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4. '''Select''' the desired&nbsp;"Delegation Condition" based on which the tasks would be delegated to the selected user. For example, "All Agreements".
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&nbsp;
  
 
5. '''Click'''&nbsp;"Delegate". The Auto Delegation is set up.&nbsp;
 
5. '''Click'''&nbsp;"Delegate". The Auto Delegation is set up.&nbsp;
 
<div class="image-green-border">The set delegation will take effect when the Delegation Conditions are satisfied.</div>  
 
<div class="image-green-border">The set delegation will take effect when the Delegation Conditions are satisfied.</div>  
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For example, when there are agreements from the UK region assigned to the logged-in user who has set up the delegation, those agreements will be delegated to John for the Time Period starting from 21<sup>st</sup>&nbsp;December&nbsp;to 24<sup>th</sup>&nbsp;December&nbsp;2021.
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For example, All the agreements of&nbsp;the logged-in user who has set up the delegation, those agreements will be delegated to "AE User10" for the mentioned Time Period.
  
 
The Delegation table shows all currently active delegations for the logged-in user on the "Active Delegations" tab.
 
The Delegation table shows all currently active delegations for the logged-in user on the "Active Delegations" tab.
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<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation1.PNG|720px|8.0-Basic-setup-Auto Delegation1.PNG]]</div>  
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation1.PNG|720px]]</div>  
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The last 15 expired delegations are displayed under the "Expired Delegations"&nbsp;tab''. ''You can reactivate the expired delegation by editing it from the last coulm.
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The last 15 expired delegations are displayed under the "Expired Delegations"&nbsp;tab''. ''You can reactivate the expired delegation by editing it from the last column.
 
<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation2.PNG|720px|8.0-Basic-setup-Auto Delegation2.PNG]]</div>  
 
<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation2.PNG|720px|8.0-Basic-setup-Auto Delegation2.PNG]]</div>  
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You can perform following actions on the set delegations:
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You can perform the following actions on the set delegations:
  
 
*Edit  
 
*Edit  
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*Reorder Sequence  
 
*Reorder Sequence  
  
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&nbsp;
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=== Editing the Auto Delegation ===
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=== Editing the auto delegation ===
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You can modify active as well as inactive delegations. Updating inactive delegations will reactivate them.
 
You can modify active as well as inactive delegations. Updating inactive delegations will reactivate them.
  
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1.&nbsp;'''Click''' the "Edit" icon corresponding to a Delegation you want to modify in the "Actions" column. For example, Delegation set to John. The details of the selected Delegation will be displayed on the Auto Delegation setting section.
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1.&nbsp;'''Click''' the "Edit" icon corresponding to a Delegation you want to modify in the "Actions" column.&nbsp;The details of the selected Delegation will be displayed on the Auto Delegation setting section.
  
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2.&nbsp;'''Make''' the desired changes. For example, change the End Date to December''&nbsp;''27, 2021.
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2.&nbsp;'''Make''' the desired changes.&nbsp;
  
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3.&nbsp;'''Click'''&nbsp;"Update". The changes will be saved for the Auto-Delegation.
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3.&nbsp;'''Click'''&nbsp;"Update" or "Cancel" to save or discard the changes.&nbsp;&nbsp;
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<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation-Edit.PNG|720px|8.0-Basic-setup-Auto Delegation-Edit.PNG]]</div>
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation2.PNG|720px]]</div>  
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The updated End Date is now visible on the "Active Delegations" grid:
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<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation-Edit1.PNG|720px|8.0-Basic-setup-Auto Delegation-Edit1.PNG]]</div>  
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&nbsp;
 
&nbsp;
  
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=== Deleting the auto delegation ===
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=== Deleting the Auto Delegation ===
  
 
'''Click''' the "Delete" trash icon&nbsp;in the Actions column of the "Active Delegations" grid corresponding to an Auto Delegation you want to remove. For example, Delegation set to John.
 
'''Click''' the "Delete" trash icon&nbsp;in the Actions column of the "Active Delegations" grid corresponding to an Auto Delegation you want to remove. For example, Delegation set to John.
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<div class="image-green-border">&nbsp;</div>
 
  
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=== Reordering the auto delegation Sequence ===
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&nbsp;
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=== Reordering the Auto Delegation Sequence ===
  
 
The delegation assignment will be evaluated as per set precedence. You can reorder and change the precedence sequence for all active delegations.
 
The delegation assignment will be evaluated as per set precedence. You can reorder and change the precedence sequence for all active delegations.
  
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1. '''Select'''&nbsp;"Reorder Sequence" on the "Active Delegations" tab. All active Delegations set by a logged-in user will be displayed.
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1. '''Click&nbsp;'''"Reorder Sequence" on the "Active Delegations" tab. All active Delegations set by a logged-in user will be displayed on a drawer.
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<div class="note-box">'''Note:'''&nbsp;You need to add more than one record for the "Reorder Sequence" button to appear with different date ranges and conditions.</div>
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&nbsp;
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG|720px|8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG]]</div>
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2. '''Reorder''' Auto-Delegations using Up and Down action arrows in the last column corresponding to Delegations.
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder.PNG|720px|8.0-Basic Set Up-Auto Delegation-ReOrder.PNG]]</div>
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3. '''Click'''&nbsp;"Save" on the drawer. The modified order is saved and Delegations are displayed accordingly on the "Active Delegations" tab.
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">The details of the multi-level auto delegations are captured in an audit and you can view the same from the "History" tab under "Show Details" on any of the delegated entity’s Details page.</div> <div class="image-green-border">Refer [[History|History page]] for more details.</div>
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For example, an agreement delegated for approval by Delegetee&nbsp;to Delegation user.
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<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation-History.PNG|720px|8.0-Basic-setup-Auto Delegation-History.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
  
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'''Note:'''&nbsp;You need to add more than one record for the "Reorder Sequence" button to appear.
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== Change UI Theme and Accessibility ==
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<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation-Reorder.PNG|720px|8.0-Basic-setup-Auto Delegation-Reorder.PNG]]</div>
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2. '''Reorder''' Auto-Delegations using Up and Down action arrows corresponding to Delegations in the ''Reorder'' column. For example, move the delegation set of Jacob&nbsp;user up.
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<div class="image-green-border">&nbsp;</div>
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3. '''Click'''&nbsp;"Save". The modified order is saved and Delegations are displayed accordingly on the "Active Delegations" tab.
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<div class="image-green-border">&nbsp;</div>
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The details of the multi-level auto delegations are captured in an audit and you can view the same from the History tab on any of the delegated entity’s Details page.
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For example, an agreement delegated for approval by user1 to user2, is automatically delegated to user5 when the subsequent auto delegations are in place.
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6. '''Toggle '''the "High Contrast Mode" (Yes/No)&nbsp;
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<div class="image-green-border">[[File:7.16 Delegations 10.png|720px|7.16 Delegations 10.png]]</div> <div class="image-green-border">&nbsp;</div>
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== Change the UI Theme ==
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To make the web content or application more accessible to users having challenges in reading the content, the Web Content Accessibility Guidelines (WCAG) 2.0 covers a wide range of recommendations.
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<div class="image-green-border">The themes will support Accessibility WCAG 2.0 by enabling the “High Contrast Mode” setting.</div> <div class="image-green-border">
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By default, the setting is disabled. By enabling this mode, the readability of UI components is improved in the following ways:
  
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1. On the upper right corner of your ICI&nbsp;page, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your login name, and then '''click''' ''Preferences''. The ''My Preferences'' dialog box appears.
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*Text becomes dark
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<div class="image-green-border">You can view your account settings related to the language, date, time format, and so on.</div>  
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*Icons become darker
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2. On the ''My Preferences'' dialog box, in the ''My Settings'' tab, '''select''' the theme color you want for your UI.
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*Form fields border becomes dark
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<div class="image-green-border">[[File:Preferences theme.jpeg|720px|RTENOTITLE]]</div>  
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'''Note:''' Applicable to only gray-colored UI components</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
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3.&nbsp;'''Click''' ''Save''. The ''User settings saved successfully'' message appears. The ICI&nbsp;UI appears in the selected color.
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7. '''Select "'''Theme Color".
  
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&nbsp;
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Users can see six new out-of-the-box deep and light ICI theme colors under the themes setting:
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*Deep color shade includes purple, blue, and red colors.
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*Light color shade includes light blue, orange, and green colors.
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The color set here in Preferences will override the default setting done by the Administrator from "Application Settings" under the "Admin" navigation menu on top.
  
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If the agreement records are being uploaded with the bulk action menu, the bulk upload excel sheet or Workbook created has a column “Theme Name” reflecting the new color theme choices in the dropdown.
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</div> </div> <div class="image-green-border">[[File:8.0-Basic-setup-UI-Theme-bulk.PNG|720px|8.0-Basic-setup-UI-Theme-bulk.PNG]]</div>
 
== Special Characters in ICI&nbsp; ==
 
== Special Characters in ICI&nbsp; ==
  
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(&nbsp;&nbsp;&nbsp; )&nbsp;&nbsp;&nbsp;&nbsp;!&nbsp;&nbsp;&nbsp; '&nbsp;&nbsp;&nbsp; #&nbsp;&nbsp;&nbsp;&nbsp;%&nbsp;&nbsp;&nbsp; *&nbsp;&nbsp;&nbsp; @&nbsp;&nbsp;&nbsp; ^&nbsp;&nbsp;&nbsp; .&nbsp;&nbsp;&nbsp; & &nbsp;&nbsp;&nbsp;
 
(&nbsp;&nbsp;&nbsp; )&nbsp;&nbsp;&nbsp;&nbsp;!&nbsp;&nbsp;&nbsp; '&nbsp;&nbsp;&nbsp; #&nbsp;&nbsp;&nbsp;&nbsp;%&nbsp;&nbsp;&nbsp; *&nbsp;&nbsp;&nbsp; @&nbsp;&nbsp;&nbsp; ^&nbsp;&nbsp;&nbsp; .&nbsp;&nbsp;&nbsp; & &nbsp;&nbsp;&nbsp;
  
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ICI&nbsp;supports certain special and multi-lingual characters, including currency symbols as values while defining the choice and multi-choice type attributes, so that these characters can be accepted as valid inputs when creating Contract Types.
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ICI&nbsp;supports certain special and multi-lingual characters, including currency symbols as values while defining the choice and multi-choice type attributes so that these characters can be accepted as valid inputs when creating Contract Types.
  
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== File formats supported in ICI&nbsp; ==
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== File Formats Supported in ICI&nbsp; ==
  
 
You can upload files in the following formats in ICI.&nbsp;
 
You can upload files in the following formats in ICI.&nbsp;
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*.XLSM  
 
*.XLSM  
  
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== ICI&nbsp;version information ==
 
  
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To find out, '''click''' [[File:Version.jpg|RTENOTITLE]] on the lower right corner of ICI&nbsp;page.
 
  
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The ICI&nbsp;Version Information dialog box displays the following information:
 
  
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'''Product Version''': displays the version of ICI
 
  
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'''Word Add-In Version''': displays the version of ICI&nbsp;Word Add-In.
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== ICI Version and Browser Compatibility Information ==
  
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'''Excel Bulk Insert Add-In Version''': displays the version of Excel Bulk Insert Add-In.
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To find out ICI&nbsp;Version Information,
  
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'''Outlook Add-In Version''': displays the version of Outlook Add-In.
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1. '''Scroll down''' the page till the end.
  
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&nbsp;
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2'''. Click'''&nbsp;"About" on the lower-left corner of the ICI&nbsp;page.
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<div class="image-green-border">[[File:8.0-Basic Set Up-About0.PNG|720px]]</div>
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The&nbsp; drawer&nbsp;with two tabs displays the following information&nbsp;:
  
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== Log off from ICI ==
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'''ICI Platform Version tab'''
 +
 
 +
*'''Product Version''': displays the version of ICI
 +
*'''Icertis Experience for Word''': displays the version of ICI&nbsp;Word Add-In.
 +
*'''Terms of Use'''
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*'''A link''' ''“''Open Source Information” is displayed below the “Terms of Use” section at the bottom. The link opens in a new browser tab displaying the information of the multiple open-source software being used in the application.
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<div class="image-green-border">[[File:8.0-Basic-setup-UI-Cersion-Information'.PNG|720px|8.0-Basic-setup-UI-Cersion-Information'.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
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'''Browser Compatibility tab'''
 +
 
 +
The Browser Compatibility tab'''&nbsp;'''displays the information in a tabular format consisting of compatible browsers with versions and the operating systems that supports these versions.
 +
</div> <div class="image-green-border">[[File:8.0-Basic Set Up-About2.PNG|720px|8.0-Basic Set Up-About2.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
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 +
== Log-off from ICI ==
  
 
To log off from ICI:
 
To log off from ICI:
  
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1. On the ICI&nbsp;Dashboard, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your user name in the top right corner.
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1. On the ICI&nbsp;Dashboard on the top-right corner, '''click '''"User Settings" with the user icon. A drawer opens.
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<div class="image-green-border">2.&nbsp;'''Click''' ''Log Off'' to get out of ICI.</div> <div class="image-green-border">&nbsp;</div>  
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<div class="image-green-border">[[File:8.0-Basic-setup-User-settings-icon.PNG|420px|8.0-Basic-setup-User-settings-icon.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. On the drawer, '''click&nbsp;'''"Log Off" to get out of ICI.</div>  
 
== Timeouts in ICI ==
 
== Timeouts in ICI ==
  
 
There are two types of timeouts in ICI:
 
There are two types of timeouts in ICI:
  
−
'''• '''Inactivity Session Timeout: if an ICI&nbsp;session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. '''Click''' ''OK'' to continue the session.
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• '''Inactivity Session Timeout''':&nbsp;If an ICI&nbsp;session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. You can close the message box and continue.
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<div class="note-box">'''Note''': You may lose any unsaved data if your session times out.&nbsp;</div>  
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<div class="note-box">'''Note''': You may lose any unsaved data if your session times out.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic-setup-Time-out.PNG|720px|8.0-Basic-setup-Time-out.PNG]]</div> <div class="image-green-border">&nbsp;</div>  
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'''• '''Command Timeout: When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. '''Click''' ''OK'' to close the message. This may happen due to a database issue or a slow server response. Try your query again.
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• '''Command'''''<b>&nbsp;</b>'''''Timeout'''''<b>:</b> ''When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. This may happen due to a database issue or a slow server response. Try your query again.
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'''Related Topics:&nbsp;'''[[ICM_Help|ICI&nbsp;Help]]&nbsp;&nbsp;
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'''Related Topics: '''[[ICI_Help|ICI Help]]&nbsp;| [[Application_Settings|Application Settings]] </div>

Latest revision as of 17:48, 17 January 2022

Basic Setup

Welcome to ICI! You may be a new user or a contract administrator wanting to explore ICI. You are in the right place!

Log-in to ICI

You must have an account on ICI to use it. You should receive an account activation email with your account details once your ICI Administrator creates it. This email contains:

  • Your username and temporary password
  • A link to the ICI application

To log on to ICI:

1. Click the URL provided in your account activation email. At the "Login" page, type the user name and password you received in the email.

2. Click "Log in". The Dashboard page opens.
 
Note: The login page view differs as per the customer.


Setting your Preferences

You can personalize the ICI user interface as per your preferences for a better user experience.

You can link multiple values of an Attribute as an Alias of each other. It can be done through Alias Master which will be a default master in ICI. This functionality helps you to get a consolidated search result on searching any of the linked alias values, instead of creating separate searches for each of these linked values and aggregating them.

You can choose your language preference to navigate through ICI. ICI supports localization to better connect with global customers by translating values in local languages using its “Translations Editor” tool. When you change the language preferences from user Settings, then the localized value in the selected language will be reflected across ICI for:

  • Alias Master
  • Status and Business Status
  • Type of paper
  • Signature Type and Signature Sequence
  • Choice and Multi-choice attributes
  • Contract Type Description
  • Default text in the search field
  • Notification Category and Events
  • Reason Codes
  • Association entities assembled as a file, table, or saved search as a table in a single as well as bilingual template 

The localization covers data types such as Masterdata Lookup (String Attributes), Choice/Multi-choice, Date and Time format, Percentage, Number, Boolean, and Currency attributes format in Icertis Experience for Word. Additional localization support is now provided for attribute groups and extension attributes on ICI Web. 

The UI elements will be displayed in English if there are no local values available in the preferred language for that specific element in the ICI system. When the localization is not defined, the attribute values for association entities will be displayed in a language depending on specific business criteria.

From user Settings, if you change the language preferences then the localized value will be reflected in the Alias Master.

To view the settings:

1. Click "User Settings" on the far-right on the top. A drawer slides out from the right.

8.0-Basic-setup-User-Settings.PNG  
 
2. Click "Preferences". The "My Preferences" drawer opens with three tabs.
 
8.0-Basic-setup-Preferences.PNG
 

On the "My Details" tab,

1. Select the number of records that you want to be displayed per page (between 8-32).

2. Select the default choice of items or records count to be displayed on the grid.

3. Select "Records Layout" (Grid View, List View).

4. Toggle the "Search Panel Visibility" option (Yes/No).

5. Toggle the "Open every record in same browser tab" (Yes/No).

8.0-Basic Set Up-Preferences.PNG
 
On the "Locale Settings" tab,

1. Choose your language, time zone, date and time formats. You will receive ICI notification emails in the language that you select.

2. You can define the user's preferred currency (for example, USD) using the "Preferred Currency" option. Based on the user preference, the selected currency will be auto-populated for any Currency attribute.

Note:  

  • If the "Currency" attribute for the contract type does not contain the value selected in currency preference, then currency preference will not be auto-populated. 
  • For Template Variables, the value of the currency attribute (if present), is selected at the template level and then populated in the agreement; the currency preference will not be auto-populated. 
  • For Inheritance, Copy Agreement, Amendment creation, the currency selected in the parent entity will be selected by default; the currency preference will not be auto-populated. 
  • When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated.

3. Click "Save" to save your settings.

8.0-Basic Set Up-Preferences1.PNG


Out-of-office Tasks Setup - Auto Delegation

The Auto-Delegation functionality for your tasks allows you to delegate your tasks to other users for the desired period. Utilizing auto delegation capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.

The business users can:

  • Set multi-level auto delegations: Multi-level delegations allow automatic delegation of user’s tasks to the next delegate in a sequence up to a third level, when the subsequent delegates have also set up delegations overlapping with the selected time period.
  • Set conditional delegations: Conditional delegations will selectively delegate a user’s tasks to another user based on saved searches. The delegation will take effect only if the set conditions are met.
  • Reorder delegation sequence: While setting multiple delegations, users can reorder the evaluation sequence to suit their needs.

The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office so that the user can make appropriate decisions.

Users can also view the recently expired 15 delegations which they can reactivate by updating, and reusing while setting up the delegations structure.

On the "Auto Delegation" tab,  

To delegate your tasks to another user for the desired period:

1. Select the dates on which you want to start and end the delegation in the "Time Period" fields. 

The current date is selected by default in the from date field. Also, you cannot select the past date in "Time Period".

2. Select the desired "Delegation Condition" based on which the tasks would be delegated to the selected user. For example, "All Agreements".

8.0-Basic Set Up-Auto Delegation0.PNG

2. Click the "Add User" icon to select a user to whom you want to delegate the tasks in the "Delegate To User" field. The "Select User" drawer opens displaying all provisioned users.

3. Select a user and click "Add". For example, AE User10.

The delegation will be set up for user John; however, if John is not available during the selected dates and has set up delegations herself, tasks will be automatically delegated further to that user. This multi-level auto delegation takes place up to the third user in the delegation chain.

 
8.0-Basic Set Up-Preferences4.1.PNG

 

5. Click "Delegate". The Auto Delegation is set up. 

The set delegation will take effect when the Delegation Conditions are satisfied.

For example, All the agreements of the logged-in user who has set up the delegation, those agreements will be delegated to "AE User10" for the mentioned Time Period.

The Delegation table shows all currently active delegations for the logged-in user on the "Active Delegations" tab.

8.0-Basic Set Up-Auto Delegation1.PNG

The last 15 expired delegations are displayed under the "Expired Delegations" tab. You can reactivate the expired delegation by editing it from the last column.

8.0-Basic-setup-Auto Delegation2.PNG

You can perform the following actions on the set delegations:

  • Edit
  • Delete
  • Reorder Sequence

Editing the Auto Delegation

You can modify active as well as inactive delegations. Updating inactive delegations will reactivate them.

1. Click the "Edit" icon corresponding to a Delegation you want to modify in the "Actions" column. The details of the selected Delegation will be displayed on the Auto Delegation setting section.

2. Make the desired changes. 

3. Click "Update" or "Cancel" to save or discard the changes.  

8.0-Basic Set Up-Auto Delegation2.PNG

 

Deleting the Auto Delegation

Click the "Delete" trash icon in the Actions column of the "Active Delegations" grid corresponding to an Auto Delegation you want to remove. For example, Delegation set to John.

 

Reordering the Auto Delegation Sequence

The delegation assignment will be evaluated as per set precedence. You can reorder and change the precedence sequence for all active delegations.

1. Click "Reorder Sequence" on the "Active Delegations" tab. All active Delegations set by a logged-in user will be displayed on a drawer.

Note: You need to add more than one record for the "Reorder Sequence" button to appear with different date ranges and conditions.

 

8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG

2. Reorder Auto-Delegations using Up and Down action arrows in the last column corresponding to Delegations.

8.0-Basic Set Up-Auto Delegation-ReOrder.PNG

3. Click "Save" on the drawer. The modified order is saved and Delegations are displayed accordingly on the "Active Delegations" tab.

 
The details of the multi-level auto delegations are captured in an audit and you can view the same from the "History" tab under "Show Details" on any of the delegated entity’s Details page.
Refer History page for more details.

For example, an agreement delegated for approval by Delegetee to Delegation user.

8.0-Basic-setup-Auto Delegation-History.PNG
 
 

Change UI Theme and Accessibility

6. Toggle the "High Contrast Mode" (Yes/No) 

To make the web content or application more accessible to users having challenges in reading the content, the Web Content Accessibility Guidelines (WCAG) 2.0 covers a wide range of recommendations.

The themes will support Accessibility WCAG 2.0 by enabling the “High Contrast Mode” setting.

By default, the setting is disabled. By enabling this mode, the readability of UI components is improved in the following ways:

  • Text becomes dark
  • Icons become darker
  • Form fields border becomes dark
Note: Applicable to only gray-colored UI components
 

7. Select "Theme Color".

Users can see six new out-of-the-box deep and light ICI theme colors under the themes setting:

  • Deep color shade includes purple, blue, and red colors.
  • Light color shade includes light blue, orange, and green colors.

The color set here in Preferences will override the default setting done by the Administrator from "Application Settings" under the "Admin" navigation menu on top.

If the agreement records are being uploaded with the bulk action menu, the bulk upload excel sheet or Workbook created has a column “Theme Name” reflecting the new color theme choices in the dropdown.

</div>
8.0-Basic-setup-UI-Theme-bulk.PNG

Special Characters in ICI 

You can include the following special characters which when enabled, are converted to an underscore (_) by ICI. 

(    )    !    '    #    %    *    @    ^    .    &    

ICI supports certain special and multi-lingual characters, including currency symbols as values while defining the choice and multi-choice type attributes so that these characters can be accepted as valid inputs when creating Contract Types.

File Formats Supported in ICI 

You can upload files in the following formats in ICI. 

  • .HWP
  • .DOC
  • .DOCX
  • .XLS
  • XLSX
  • .PDF
  • .JPG
  • .JPEG
  • .PNG
  • .MSG
  • .TIFF
  • .PPT
  • .PPTX
  • .XML
  • .ZIP
  • .XLSM



ICI Version and Browser Compatibility Information

To find out ICI Version Information,

1. Scroll down the page till the end.

2. Click "About" on the lower-left corner of the ICI page.

8.0-Basic Set Up-About0.PNG

The  drawer with two tabs displays the following information :

ICI Platform Version tab

  • Product Version: displays the version of ICI
  • Icertis Experience for Word: displays the version of ICI Word Add-In.
  • Terms of Use
  • A link “Open Source Information” is displayed below the “Terms of Use” section at the bottom. The link opens in a new browser tab displaying the information of the multiple open-source software being used in the application.
8.0-Basic-setup-UI-Cersion-Information'.PNG
 

Browser Compatibility tab

The Browser Compatibility tab displays the information in a tabular format consisting of compatible browsers with versions and the operating systems that supports these versions.

8.0-Basic Set Up-About2.PNG
 
 

Log-off from ICI

To log off from ICI:

1. On the ICI Dashboard on the top-right corner, click "User Settings" with the user icon. A drawer opens.

8.0-Basic-setup-User-settings-icon.PNG
 
2. On the drawer, click "Log Off" to get out of ICI.

Timeouts in ICI

There are two types of timeouts in ICI:

• Inactivity Session Timeout: If an ICI session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. You can close the message box and continue.

Note: You may lose any unsaved data if your session times out. 
 
 
8.0-Basic-setup-Time-out.PNG
 

• Command Timeout: When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. This may happen due to a database issue or a slow server response. Try your query again.

 

 

 

 

Related Topics: ICI Help | Application Settings </div>

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