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= <font style="vertical-align: inherit;"><font style="vertical-align: inherit;">Clause Management</font></font> =
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= <font style="vertical-align: inherit;"><font style="vertical-align: inherit;">Clauses</font></font> =
  
 
A Clause is a distinct article or provision in a Contract or Agreement, or other formal or legal written documents. In ICI, you can create new Clauses for various Contract Types, and use these Clauses while creating Templates.
 
A Clause is a distinct article or provision in a Contract or Agreement, or other formal or legal written documents. In ICI, you can create new Clauses for various Contract Types, and use these Clauses while creating Templates.
  
Using the Clause Management feature, you can perform the following tasks:
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Using the Clauses feature, you can perform the following tasks:
  
 
*Search a Clause&nbsp;  
 
*Search a Clause&nbsp;  
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*Approve/Reject a Clause  
 
*Approve/Reject a Clause  
 
*Edit a Clause  
 
*Edit a Clause  
<div class="image-green-border">[[File:Clause mgnt 1.png|720px|Clause mgnt 1.png]]</div>  
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<div class="image-green-border">[[File:Clause mgnt 72.PNG|820px]]</div>  
 
== Searching a Clause ==
 
== Searching a Clause ==
  
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<br/> '''Option 1:'''
 
<br/> '''Option 1:'''
  
1. '''Click''' the ''Clause Management'' tile on&nbsp;Home page. The ''Clause Management'' page opens.<br/> 2. '''Search''' for a specific clause by using any of the following options:
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1. '''Click''' the ''Clauses''&nbsp;tile on&nbsp;Home page. The ''Clauses''&nbsp;page opens.<br/> 2. '''Search''' for a specific clause by using any of the following options:
  
 
*Under Categories, '''click '''the ''Select Field'' list, and then select an appropriate item. Search results relevant to the item (that is selected field) are displayed with a number in the bracket. The number denotes the number of clauses that meet the search criteria.  
 
*Under Categories, '''click '''the ''Select Field'' list, and then select an appropriate item. Search results relevant to the item (that is selected field) are displayed with a number in the bracket. The number denotes the number of clauses that meet the search criteria.  
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**... - Add a Prefix * to the search term. It shows existing clauses that end with this term.  
 
**... - Add a Prefix * to the search term. It shows existing clauses that end with this term.  
 
**...* - Add a Suffix * to the search term. It shows existing clauses that start with this term.   
 
**...* - Add a Suffix * to the search term. It shows existing clauses that start with this term.   
 
&nbsp;
 
 
'''Viewing the saved search terms'''
 
 
<br/> View your saved search terms with the following:
 
 
*In the More Searches box, select your saved search, and&nbsp;'''click '''''Add to Favorites&nbsp;''icon to mark the search term as favorite.
 
*You can find your marked favorites below the tiles.
 
 
Users can also search and retrieve clauses with extended attributes as search parameters from ''Clause'' index page search, ''Advanced Search, Global Search ''and''Saved Search''. Extended attributes are available in search facets drop-downs along with regular attributes.
 
 
&nbsp;
 
  
 
&nbsp;
 
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Let’s search Agreements where Clauses have deviated, and approvals are pending from Deviation Approvers using Clause categories.
 
Let’s search Agreements where Clauses have deviated, and approvals are pending from Deviation Approvers using Clause categories.
 
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<div class="image-green-border">To search Agreement where Clauses have deviated:<br/> 1.&nbsp; '''Click''' the ''Agreements''&nbsp;tile on the Home page. The ''Agreements&nbsp;''page opens.&nbsp;<br/> 2.&nbsp; '''Enter '''a category or '''select''' one from the ''Categories'' drop-down. For example, ''Document Clauses'': ''Is Deviated''.<br/> <br/> [[File:Clause mgnt 73.PNG|720px]]<br/>  <br/> 3.&nbsp; '''Select'''&nbsp;''true'' to search Agreements with deviated Clauses.&nbsp;<br/> &nbsp;<br/> To search Agreements where the ''Status'' is ''Deviation Approval Pending'':<br/> 4.&nbsp; '''Enter''' a category or '''select''' one from the ''Categories'' drop-down. For example, ''Team Member: Role Name''.<br/> 5.&nbsp; '''Select '''the checkbox for ''DeviationApprover'' to view the Agreements where approval is pending from ''Deviation Approvers''. All Agreements where the ''Status'' is ''Deviation Approval Pending'' are displayed.<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 74.PNG|720px]]<br/> &nbsp;<br/> 6.&nbsp; '''Click '''the ''View Record'' icon next to the Agreement you want to select. The Agreement ''Details'' page opens. <br/> 7.&nbsp; '''Click''' the ''Deviations ''tab to view the Deviation ''Status ''in Clauses for the selected Agreement.<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 76.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div>  
To search Agreement where Clauses have deviated:<br/> 1.&nbsp; '''Click''' the ''Agreement Management'' tile on the Home page. The ''Agreement Management'' page opens.&nbsp;
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<div class="image-green-border">&nbsp;<br/> 2.&nbsp; '''Enter '''a category or '''select''' one from the ''Categories'' drop-down. For example, ''Document Clauses'': ''Is Deviated''.<br/> <br/> [[File:Clause mgnt 2.png|720px|Clause mgnt 2.png]]<br/>  <br/> 3.&nbsp; '''Select '''the checkbox for ''true'' to search Agreements with deviated Clauses.&nbsp;<br/> &nbsp;<br/> To search Agreements where the ''Status'' is ''Deviation Approval Pending'':<br/> 4.&nbsp; '''Enter''' a category or '''select''' one from the ''Categories'' drop-down. For example, ''Team Member: Role Name''.<br/> 5.&nbsp; '''Select '''the checkbox for ''DeviationApprover'' to view the Agreements where approval is pending from ''Deviation Approvers''. All Agreements where the ''Status'' is ''Deviation Approval Pending'' are displayed.<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 16.png|720px|Clause mgnt 16.png]]<br/> &nbsp;<br/> 6.&nbsp; '''Click '''the ''View Record'' icon next to the Agreement you want to select. The Agreement ''Details'' page opens. <br/> 7.&nbsp; '''Click''' the ''Deviations ''tab to view the Deviation ''Status ''in Clauses for the selected Agreement.<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 4.png|720px|Clause mgnt 4.png]]</div> <div class="image-green-border">&nbsp;</div>  
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== Addition of action buttons on the Deviations tab ==
 
== Addition of action buttons on the Deviations tab ==
  
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This makes it easier for the user to take actions on multiple deviations of the agreement in one go, considerably reducing the effort of approving, rejecting or clearing each one individually.
 
This makes it easier for the user to take actions on multiple deviations of the agreement in one go, considerably reducing the effort of approving, rejecting or clearing each one individually.
<div class="image-green-border">[[File:Clause mgnt 3.png|720px|Clause mgnt 3.png]]</div>  
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<div class="image-green-border">[[File:Clause mgnt 76.PNG|720px]]</div>  
 
=== Deviated Clauses ===
 
=== Deviated Clauses ===
  
 
To view or add deviations for clauses:
 
To view or add deviations for clauses:
  
1. '''Click''' the&nbsp;view record icon on the ''Agreement Management'' page. The ''Details'' page opens.
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1. '''Click''' the&nbsp;view record icon on the ''Agreements''&nbsp;page. The ''Details'' page opens.
  
 
2. '''Click '''the ''Deviations''&nbsp;tab.
 
2. '''Click '''the ''Deviations''&nbsp;tab.
  
 
3. '''Click '''the&nbsp;''Add Deviation'' to manually add deviations to the agreement’s clauses. The ''Add Deviation'' window opens.
 
3. '''Click '''the&nbsp;''Add Deviation'' to manually add deviations to the agreement’s clauses. The ''Add Deviation'' window opens.
<div class="image-green-border">[[File:Clause mgnt 5.png|720px|Clause mgnt 5.png]]</div> <div class="note-box">'''Note:&nbsp;'''To automatically add deviations, you have to download the agreement, modify the clauses and upload the agreement in ICI.&nbsp;To deviate a clause, the ''Deviation Analysis'' attribute should be set to ''Yes'' when creating the clause from the ''Create Clause'' page of ''Clause Management''.</div> <div class="image-green-border">[[File:Clause mgnt 6.png|420px|Clause mgnt 6.png]]</div>  
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<div class="image-green-border">[[File:Clause mgnt 76.PNG|720px]]</div> <div class="note-box">'''Note:&nbsp;'''To automatically add deviations, you have to download the agreement, modify the clauses and upload the agreement in ICI.&nbsp;To deviate a clause, the ''Deviation Analysis'' attribute should be set to ''Yes'' when creating the clause from the ''Create Clause'' page of ''Clauses''.</div> <div class="image-green-border">[[File:Clause mgnt 77.PNG|520px]]</div>  
 
*'''Click''' the search icon to select and add the deviated clause.  
 
*'''Click''' the search icon to select and add the deviated clause.  
 
*'''Enter''' the text for the deviated clause.  
 
*'''Enter''' the text for the deviated clause.  
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*'''Click''' ''Save''.  
 
*'''Click''' ''Save''.  
 
<div class="note-box">'''Note''':&nbsp;The Deviations count on the left pane of the Agreement Details page gets incremented as soon as the Deviation is created.'''&nbsp;'''</div>  
 
<div class="note-box">'''Note''':&nbsp;The Deviations count on the left pane of the Agreement Details page gets incremented as soon as the Deviation is created.'''&nbsp;'''</div>  
4. '''Click''' the plus icon next to ''Deviation Approver'' to manually add approvers for your deviated clauses.
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4. '''Click'''&nbsp;''Add&nbsp;Deviation Approver ''to manually add approvers for your deviated clauses.
  
 
5. '''Click''' the ''Send for Approval'' button.
 
5. '''Click''' the ''Send for Approval'' button.
<div class="image-green-border">[[File:Clause mgnt 7.png|720px|Clause mgnt 7.png]]</div>  
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<div class="image-green-border">[[File:Clause mgnt 76.PNG|720px]]</div>  
 
*'''Click'''&nbsp; on the three dots to view different options related to the clause  
 
*'''Click'''&nbsp; on the three dots to view different options related to the clause  
 
<div class="image-green-border">[[File:Clause mgnt 8.PNG|RTENOTITLE]]</div>  
 
<div class="image-green-border">[[File:Clause mgnt 8.PNG|RTENOTITLE]]</div>  
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The clauses that have been approved will have the status ''Approved, ''whereas the ones that have been rejected or no actions have been taken will have the status ''Requires Approval.''
 
The clauses that have been approved will have the status ''Approved, ''whereas the ones that have been rejected or no actions have been taken will have the status ''Requires Approval.''
<div class="image-green-border">[[File:Clause mgnt 17.png|520px|Clause mgnt 17.png]]<br/> &nbsp;</div> <div class="image-green-border">'''Amendments'''<br/> To search for Amendments:<br/> 1.&nbsp; '''Click '''the ''Agreement Management'' tile on the Home page. The ''Agreement Management'' page opens.&nbsp;<br/> 2.&nbsp; '''Enter '''a category or '''select''' one from the ''Categories'' drop-down. For example, ''Is Amendment''.<br/> 3.&nbsp; '''Select '''the checkbox for ''true'' to filter the list for Amendments.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 11.png|720px|Clause mgnt 11.png]]<br/> &nbsp; <br/> 4.&nbsp; '''Enter '''a category or '''select''' one from the ''Categories'' drop-down. For example, ''Document Clauses: Legal''.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 12.png|720px|Clause mgnt 12.png]]<br/> &nbsp;<br/> 5.&nbsp; '''Click '''the ''View Record'' icon next to Amendment for which you want to view the Clauses. For example, ''ICISaasAgreementAmendment2''.&nbsp;<br/> 6.&nbsp; '''Click '''the ''Agreement Clauses'' tab to view all Clauses in the selected Amendment.<br/> 7.&nbsp; '''Click '''view details eye icon to view the selected Clause details. The ''Clause Details'' window opens displaying the Clause information.<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 13.png|620px|Clause mgnt 13.png]]<br/> <br/> '''Using Advanced Search'''<br/> <br/> To search Agreement and Amendment using Advanced Search:<br/> 1.&nbsp; '''Click '''the ''Advanced'' icon at the top right corner of the Home page. The ''Search'' page opens.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 14.png|520px|Clause mgnt 14.png]]<br/> &nbsp;</div> <div class="note-box">'''Note''': Agreement Entity is selected by default in the ''Please select Entities to search'' dropdown list. To search other entities, select the respective checkbox.</div>  
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<div class="image-green-border">[[File:Clause mgnt 17.png|520px|Clause mgnt 17.png]]<br/> &nbsp;</div> <div class="image-green-border">'''Amendments'''<br/> To search for Amendments:<br/> 1.&nbsp; '''Click '''the ''Agreements''&nbsp;tile on the Home page. The ''Agreements&nbsp;''page opens.&nbsp;<br/> 2.&nbsp; '''Enter '''a category or '''select''' one from the ''Categories'' drop-down. For example, ''Is Amendment''.<br/> 3.&nbsp; '''Select '''the checkbox for ''true'' to filter the list for Amendments.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 11.png|720px|Clause mgnt 11.png]]<br/> &nbsp; <br/> 4.&nbsp; '''Enter '''a category or '''select''' one from the ''Categories'' drop-down. For example, ''Document Clauses: Legal''.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 12.png|720px|Clause mgnt 12.png]]<br/> &nbsp;<br/> 5.&nbsp; '''Click '''the ''View Record'' icon next to Amendment for which you want to view the Clauses. For example, ''ICISaasAgreementAmendment2''.&nbsp;<br/> 6.&nbsp; '''Click '''the ''Agreement Clauses'' tab to view all Clauses in the selected Amendment.<br/> 7.&nbsp; '''Click '''view details eye icon to view the selected Clause details. The ''Clause Details'' window opens displaying the Clause information.<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 13.png|620px|Clause mgnt 13.png]]<br/> <br/> '''Using Advanced Search'''<br/> <br/> To search Agreement and Amendment using Advanced Search:<br/> 1.&nbsp; '''Click '''the ''Advanced'' icon at the top right corner of the Home page. The ''Search'' page opens.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 14.png|520px|Clause mgnt 14.png]]<br/> &nbsp;</div> <div class="note-box">'''Note''': Agreement Entity is selected by default in the ''Please select Entities to search'' dropdown list. To search other entities, select the respective checkbox.</div>  
 
2.&nbsp; '''Enter '''the search criteria in the ''Refine Search'' here field to display all Agreements based on the search criteria. For example, ''Sales order''.<br/> 3.&nbsp; '''Select '''the entity which you want to search let’s select ''Agreement''.<br/> 4.&nbsp; '''Enter '''a category or '''select''' one from the ''Categories'' drop-down. For example, ''Document Clauses: Is Mandatory''.<br/> 5.&nbsp; '''Select '''the checkbox ''false'' to view Agreements where this Clause is not mandatory.
 
2.&nbsp; '''Enter '''the search criteria in the ''Refine Search'' here field to display all Agreements based on the search criteria. For example, ''Sales order''.<br/> 3.&nbsp; '''Select '''the entity which you want to search let’s select ''Agreement''.<br/> 4.&nbsp; '''Enter '''a category or '''select''' one from the ''Categories'' drop-down. For example, ''Document Clauses: Is Mandatory''.<br/> 5.&nbsp; '''Select '''the checkbox ''false'' to view Agreements where this Clause is not mandatory.
 
<div class="image-green-border">[[File:Clause mgnt 15.png|720px|Clause mgnt 15.png]]</div> <div class="image-green-border">&nbsp;</div>  
 
<div class="image-green-border">[[File:Clause mgnt 15.png|720px|Clause mgnt 15.png]]</div> <div class="image-green-border">&nbsp;</div>  
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*Clause groups can be searched using the “Clause Category” filter in Global Search.  
 
*Clause groups can be searched using the “Clause Category” filter in Global Search.  
 
*The clause group creation and search functionality is only available to Administrators.  
 
*The clause group creation and search functionality is only available to Administrators.  
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&nbsp;
  
 
&nbsp;
 
&nbsp;
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To create a new Clause:
 
To create a new Clause:
  
1.&nbsp;'''Click''' the ''Clauses''&nbsp;tile on ''Home&nbsp;''page. The&nbsp;''Clause Management&nbsp;''page opens.
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1.&nbsp;'''Click''' the ''Clauses''&nbsp;tile on ''Home&nbsp;''page. The&nbsp;''Clauses&nbsp;''page opens.
<div class="image-green-border">2. '''Click''' the ''Create''&nbsp;button. The ''Create Clause&nbsp;''page opens.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Create Clause'' page consists of the following tabs:</div>  
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<div class="image-green-border">[[File:Clause mgnt 62.png|420px|Clause mgnt 62.png]]</div> <div class="image-green-border">2. '''Click''' the ''Create''&nbsp;button. The ''Create Clause&nbsp;''page opens.&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 63.png|620px|Clause mgnt 63.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Create Clause'' page consists of the following tabs:</div>  
 
*Details  
 
*Details  
 
*Team  
 
*Team  
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The ''Details ''section consists of metadata for the clause. The extended attributes are available under ''Clause Additional Attributes'' section if configured in your instance.
 
The ''Details ''section consists of metadata for the clause. The extended attributes are available under ''Clause Additional Attributes'' section if configured in your instance.
<div class="image-green-border">[[File:Clause mgnt 27.PNG|620px|Clause mgnt 27.PNG]]</div>  
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<div class="image-green-border">[[File:Clause mgnt 64.PNG|520px|Clause mgnt 64.PNG]]</div>  
 
*Contract Type: '''Select''' the Contract Type for which you want to create a Clause.&nbsp;  
 
*Contract Type: '''Select''' the Contract Type for which you want to create a Clause.&nbsp;  
 
*Name: '''Type''' the name of the Clause.&nbsp;  
 
*Name: '''Type''' the name of the Clause.&nbsp;  
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To add users in the team: '''Click'''&nbsp;the ''Add Team Member&nbsp;''icon. The ''Add User'' drawer opens.
 
To add users in the team: '''Click'''&nbsp;the ''Add Team Member&nbsp;''icon. The ''Add User'' drawer opens.
<ol start="2">
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<div class="image-green-border">[[File:Clause mgnt 65.PNG|520px|Clause mgnt 65.PNG]]</div> <ol start="2">
 
<li>'''Select''' the role of the use from the&nbsp;''Select Role&nbsp;''list.&nbsp;</li>
 
<li>'''Select''' the role of the use from the&nbsp;''Select Role&nbsp;''list.&nbsp;</li>
 
</ol>
 
</ol>
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To approve a Clause:
 
To approve a Clause:
  
1. '''Click''' the ''Tasks'' tile on Home page. The ''Tasks&nbsp;''page opens.&nbsp;
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1. On&nbsp;''My&nbsp;Tasks ''widget on the Home page '''click'''&nbsp;on ''View More.'' The ''User''&nbsp;''Tasks&nbsp;''page opens.&nbsp;
  
 
2.&nbsp;'''Click '''the appropriate link to open the ''Clause Details&nbsp;''page for approving or rejecting a Clause.
 
2.&nbsp;'''Click '''the appropriate link to open the ''Clause Details&nbsp;''page for approving or rejecting a Clause.
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The status of the Clause changes to ''Approved'' which is the final status of a Clause.
 
The status of the Clause changes to ''Approved'' which is the final status of a Clause.
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&nbsp;
  
 
&nbsp;
 
&nbsp;
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To edit a Clause:
 
To edit a Clause:
  
1. '''Click'''&nbsp;the ''View Record'' icon&nbsp;next to the Clause on the ''Clause Management&nbsp;''page to edit a particular clause. The&nbsp;''Clause''&nbsp;''Details''&nbsp;page opens.
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1. '''Click'''&nbsp;the ''View Record'' icon&nbsp;next to the Clause on the ''Clauses&nbsp;''page to edit a particular clause. The&nbsp;''Clause''&nbsp;''Details''&nbsp;page opens.
  
 
2. '''Click''' ''Edit. ''The&nbsp;''Edit Clause'' page opens.
 
2. '''Click''' ''Edit. ''The&nbsp;''Edit Clause'' page opens.
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<div class="image-green-border">5. Choose one of the following:</div>  
 
<div class="image-green-border">5. Choose one of the following:</div>  
 
*'''Click''' ''Previous'' to go back to previous tabs.  
 
*'''Click''' ''Previous'' to go back to previous tabs.  
*'''Click''' ''Update'' to update the clause. The ''Contract Summary'' page opens.  
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*'''Click''' ''Update'' to update the clause. The ''Clause Summary'' page opens.  
<div class="image-green-border">[[File:Clause mgnt 30.PNG|720px|Clause mgnt 30.PNG]]</div> <div class="image-green-border">On the ''Contract Summary'' page, you can see the preview of the Clause on the right side of the page.</div>  
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<div class="image-green-border">[[File:Clause mgnt 30.PNG|720px|Clause mgnt 30.PNG]]</div> <div class="image-green-border">On the ''Clause&nbsp;Summary'' page, you can see the preview of the Clause on the right side of the page.</div>  
 
6. Choose any of the following options:
 
6. Choose any of the following options:
  
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*''Send For Approval'' to send the Clause to an assigned approver.  
 
*''Send For Approval'' to send the Clause to an assigned approver.  
 
*''Delete'' to delete the Clause.  
 
*''Delete'' to delete the Clause.  
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&nbsp;
  
 
&nbsp;
 
&nbsp;
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<div class="note-box">'''Note: '''Just like Clauses, Templates can also be access controlled by adding a user to the Team using a technical configuration. However, this capability is only implemented for the ICI UI and .JS version of Word Add-in. The .NET version is currently not supported.&nbsp;</div>  
 
<div class="note-box">'''Note: '''Just like Clauses, Templates can also be access controlled by adding a user to the Team using a technical configuration. However, this capability is only implemented for the ICI UI and .JS version of Word Add-in. The .NET version is currently not supported.&nbsp;</div>  
 
Let's consider an example of Access Control on Clauses using the Organization path screenshot below: As&nbsp;'''<u>User 7</u>''' creates&nbsp;the following primary clauses – ''Clause 01, Clause 02, Clause 03 ''and&nbsp;''Clause 04''. To do this:
 
Let's consider an example of Access Control on Clauses using the Organization path screenshot below: As&nbsp;'''<u>User 7</u>''' creates&nbsp;the following primary clauses – ''Clause 01, Clause 02, Clause 03 ''and&nbsp;''Clause 04''. To do this:
<div class="image-green-border">[[File:SP7 Clauses and Access Control 1.png|720px|SP7 Clauses and Access Control 1]]</div>  
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<div class="image-green-border">[[File:Clause mgnt 66.PNG|420px|Clause mgnt 66.PNG]]</div>  
1. '''Click''' the ''Clause Management ''tile on the ''Home&nbsp;''page.<br/> 2. '''Click''' the ''Create Clause'' tile. This opens the ''Create Clause'' page.<br/> 3. '''Enter''' the details for the Clause: *Enter the Name of the Clause. For example, Clause 01. *Enter the remaining details for the Clause.
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1. '''Click''' the ''Clauses&nbsp;''tile on the ''Home&nbsp;''page.<br/> 2. '''Click''' the ''Create Clause'' tile. This opens the ''Create Clause'' page.<br/> 3. '''Enter''' the details for the Clause: *Enter the Name of the Clause. For example, Clause 01. *Enter the remaining details for the Clause.
 
<div class="image-green-border">[[File:Clause mgnt 31.PNG|620px|Clause mgnt 31.PNG]]</div>  
 
<div class="image-green-border">[[File:Clause mgnt 31.PNG|620px|Clause mgnt 31.PNG]]</div>  
4. '''Click '''''Next''. This opens the Team tab.<br/> 5. '''Add''' a member to the team by clicking the ''Add''&nbsp;icon.<br/> 6. '''Click''' ''Next''. This opens the Verify tab and verifies the Clause details on the page.&nbsp;<br/> 7. '''Click''' ''Create'' to create Clause 01. This opens the ''Clause Details'' page with a &nbsp;preview of the Clause document.<br/> 8. '''Click''' the ''Send for Approval ''button to send it for approval. The Clause will be listed on the ''Clause Management Index ''page.<br/> 9. Similarly, create Clause 02, Clause 03 and Clause 04 as primary clauses. All users in Auto Products, all users in Auto Quality, and all users in Auto Implementation QA can access all the clauses.<br/> 10. '''Add <u>User 6</u>'''to the Team in one of the following ways: *Add User 6 as an ''Observer ''to the Team and give access to Clause 01 and Clause 03. User can search and view these Clauses, but cannot make any updates to them.&nbsp; *Add User 6 as a ''Contributor ''to the Team and give access to Clause 01 and Clause 03. User can now search, access and make updates to these Clauses now. *Add User 6 to the Team by provisioning Event Rules. You can now define conditions on Clause entity attributes such as ''Clause Created, Clause Updated, Clause Sent For Approval, Clause Approved,'' etc.
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4. '''Click '''''Next''. This opens the Team tab.<br/> 5. '''Add''' a member to the team by clicking the ''Add''&nbsp;icon.<br/> 6. '''Click''' ''Next''. This opens the Verify tab and verifies the Clause details on the page.&nbsp;<br/> 7. '''Click''' ''Create'' to create Clause 01. This opens the ''Clause Details'' page with a &nbsp;preview of the Clause document.<br/> 8. '''Click''' the ''Send for Approval ''button to send it for approval. The Clause will be listed on the ''Clauses&nbsp;Index ''page.<br/> 9. Similarly, create Clause 02, Clause 03 and Clause 04 as primary clauses. All users in Auto Products, all users in Auto Quality, and all users in Auto Implementation QA can access all the clauses.<br/> 10. '''Add <u>User 6</u>'''to the Team in one of the following ways: *Add User 6 as an ''Observer ''to the Team and give access to Clause 01 and Clause 03. User can search and view these Clauses, but cannot make any updates to them.&nbsp; *Add User 6 as a ''Contributor ''to the Team and give access to Clause 01 and Clause 03. User can now search, access and make updates to these Clauses now. *Add User 6 to the Team by provisioning Event Rules. You can now define conditions on Clause entity attributes such as ''Clause Created, Clause Updated, Clause Sent For Approval, Clause Approved,'' etc.
 
<div class="image-green-border">[[File:Clause mgnt 32.PNG|620px|Clause mgnt 32.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 33.PNG|620px|Clause mgnt 33.PNG]]</div>  
 
<div class="image-green-border">[[File:Clause mgnt 32.PNG|620px|Clause mgnt 32.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 33.PNG|620px|Clause mgnt 33.PNG]]</div>  
 
Let’s consider the same example as above, User 6 can also create a Template for the same Contract Type in ICI or using Word Add-in:<br/> 1. '''Create''' a Template using Word Add-in.<br/> 2. '''Click''' the ''Clauses'' tab.<br/> 3. '''Enter''' a search criterion in the ''Library Clauses'' field. The Clauses accessible to the user are listed.&nbsp;<br/> 4. '''Preview''' the Template. Clauses are listed depending on the Rule based conditions.&nbsp;
 
Let’s consider the same example as above, User 6 can also create a Template for the same Contract Type in ICI or using Word Add-in:<br/> 1. '''Create''' a Template using Word Add-in.<br/> 2. '''Click''' the ''Clauses'' tab.<br/> 3. '''Enter''' a search criterion in the ''Library Clauses'' field. The Clauses accessible to the user are listed.&nbsp;<br/> 4. '''Preview''' the Template. Clauses are listed depending on the Rule based conditions.&nbsp;
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User 6 cannot see this clause as Clause 04 is a primary clause, hence the user who does not have access to the primary clause will not be able to see the Alternate Clauses. However, the Alternate Clauses are still visible on the ''Agreement Clauses'' tab.
 
User 6 cannot see this clause as Clause 04 is a primary clause, hence the user who does not have access to the primary clause will not be able to see the Alternate Clauses. However, the Alternate Clauses are still visible on the ''Agreement Clauses'' tab.
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&nbsp;
 
&nbsp;
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<br/> 4.&nbsp;The ''Attributes'' page opens displaying the added user in the External Signatory field.&nbsp;
 
<br/> 4.&nbsp;The ''Attributes'' page opens displaying the added user in the External Signatory field.&nbsp;
 
<div class="image-green-border">[[File:Clause mgnt 37.png|520px|Clause mgnt 37.png]]</div>  
 
<div class="image-green-border">[[File:Clause mgnt 37.png|520px|Clause mgnt 37.png]]</div>  
5.&nbsp;'''Click''' ''Next''. The S''elect Template'' page opens.<br/> 6.&nbsp;'''Select '''the ''RuleBasedClauses ''template.&nbsp;
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5.&nbsp;'''Click''' ''Next''. The S''elect Template'' page opens.<br/> 6.&nbsp;'''Select '''the ''RuleBasedClauses ''template.&nbsp;<br/> 7.&nbsp;'''Click '''''Next''. The ''Create Agreement'' page opens.<br/> 8.&nbsp;'''Click''' ''Create and Publish ''to create the Agreement. The ''Agreement Details'' page opens.
<div class="image-green-border">[[File:Include Clauses 5.png|720px|Include Clause 5]]</div>
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<br/> 7.&nbsp;'''Click '''''Next''. The ''Create Agreement'' page opens.<br/> 8.&nbsp;'''Click''' ''Create and Publish ''to create the Agreement. The ''Agreement Details'' page opens.
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<div class="image-green-border">[[File:Clause mgnt 38.PNG|520px|Clause mgnt 38.PNG]]</div>  
 
<div class="image-green-border">[[File:Clause mgnt 38.PNG|520px|Clause mgnt 38.PNG]]</div>  
 
9.&nbsp;Go to the ''Home ''page&nbsp;and '''click''' the ''Configure''&nbsp;tile.&nbsp;<br/> 10.&nbsp;'''Click''' the ''Rule'' tile to add a Clause Inclusion Rule for an Approver.
 
9.&nbsp;Go to the ''Home ''page&nbsp;and '''click''' the ''Configure''&nbsp;tile.&nbsp;<br/> 10.&nbsp;'''Click''' the ''Rule'' tile to add a Clause Inclusion Rule for an Approver.
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<br/> 13.&nbsp;On the ''Create Rule ''page, select the Contract Type, add the Rule Name (for example, If Clause Name Starts With AcmeRule), Rule Description, and the Rule Type (for example, Clause Assembly).&nbsp;
 
<br/> 13.&nbsp;On the ''Create Rule ''page, select the Contract Type, add the Rule Name (for example, If Clause Name Starts With AcmeRule), Rule Description, and the Rule Type (for example, Clause Assembly).&nbsp;
 
<div class="image-green-border">[[File:Clause mgnt 41.PNG|520px|Clause mgnt 41.PNG]]<br/> 14.&nbsp;'''Click''' ''Next'' and add the Rule conditions.&nbsp;<br/> 15.&nbsp;'''Click'''&nbsp;''Save & Create.''&nbsp;The ''Rule created successfully ''message is displayed.&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 43.PNG|420px|Clause mgnt 43.PNG]]</div>  
 
<div class="image-green-border">[[File:Clause mgnt 41.PNG|520px|Clause mgnt 41.PNG]]<br/> 14.&nbsp;'''Click''' ''Next'' and add the Rule conditions.&nbsp;<br/> 15.&nbsp;'''Click'''&nbsp;''Save & Create.''&nbsp;The ''Rule created successfully ''message is displayed.&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 43.PNG|420px|Clause mgnt 43.PNG]]</div>  
18.&nbsp;'''Click''' Ok. The''Rule Index'' page opens.&nbsp;<br/> The Rule has been created such that when a ''Clause Name Starts with AcmeRule'', then the Clause will be included (or excluded based on the creation Rule) and the Clause Approver will be added to the Team at Step Number 10.&nbsp;<br/> 19.&nbsp;Go to the ''Agreement Management'' page and select the created Agreement (for example, MSA).<br/> 20.&nbsp;The ''Agreement Details'' page opens. '''Click''' the ''Agreement Clauses'' tab. The default Clause from the first version of the Agreement is displayed.
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18.&nbsp;'''Click''' Ok. The''Rule Index'' page opens.&nbsp;<br/> The Rule has been created such that when a ''Clause Name Starts with AcmeRule'', then the Clause will be included (or excluded based on the creation Rule) and the Clause Approver will be added to the Team at Step Number 10.&nbsp;<br/> 19.&nbsp;Go to the ''Agreements''&nbsp;page and select the created Agreement (for example, MSA).<br/> 20.&nbsp;The ''Agreement Details'' page opens. '''Click''' the ''Agreement Clauses'' tab. The default Clause from the first version of the Agreement is displayed.
 
<div class="image-green-border">[[File:Clause mgnt 44.PNG|720px|Clause mgnt 44.PNG]]</div> <div class="note-box">'''Note:''' Clauses from the first version of the Agreement are not included/excluded.&nbsp;</div>  
 
<div class="image-green-border">[[File:Clause mgnt 44.PNG|720px|Clause mgnt 44.PNG]]</div> <div class="note-box">'''Note:''' Clauses from the first version of the Agreement are not included/excluded.&nbsp;</div>  
 
21.&nbsp;Edit the Agreement. If the Clause Assembly Rule is satisfied, then a new Clause is added to the Agreement. '''Click''' ''Next''.
 
21.&nbsp;Edit the Agreement. If the Clause Assembly Rule is satisfied, then a new Clause is added to the Agreement. '''Click''' ''Next''.
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2. '''Click '''''Select Alternate Clause''. The ''List of alternate clauses for SOW Subclause 1'' window displays a list of alternate clauses for ''SOW Subclause 1.''
 
2. '''Click '''''Select Alternate Clause''. The ''List of alternate clauses for SOW Subclause 1'' window displays a list of alternate clauses for ''SOW Subclause 1.''
 
<div class="note-box">'''Note''': Users can only replace a non-mandatory clause. Thus, there is no&nbsp;''Select Alternate Clause&nbsp;''link available for mandatory clauses. Also, the&nbsp;''Select Alternate Clause&nbsp;''link is not available for deleted clauses.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">You can select an alternate clause by using ''Select Alternate Clause ''link''.&nbsp;''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>  
 
<div class="note-box">'''Note''': Users can only replace a non-mandatory clause. Thus, there is no&nbsp;''Select Alternate Clause&nbsp;''link available for mandatory clauses. Also, the&nbsp;''Select Alternate Clause&nbsp;''link is not available for deleted clauses.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">You can select an alternate clause by using ''Select Alternate Clause ''link''.&nbsp;''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>  
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&nbsp;
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&nbsp;
 
&nbsp;
  
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With this release, contract authors will now be able to preview the list of Clause approvers that are triggered when a clause is added, removed or replaced, and a new version of the agreement is created. The modifications can also be viewed on the ''Content Control Differences'' window, thus helping users to make informed decisions before actually creating a new version of agreement.&nbsp;&nbsp; &nbsp;<br/> <br/> To replace clauses:<br/> <br/> 1. '''Click''' the Compare Clause Changes with Previous Document Version icon on the three dots menu of the&nbsp;Agreement Details page.&nbsp;
 
With this release, contract authors will now be able to preview the list of Clause approvers that are triggered when a clause is added, removed or replaced, and a new version of the agreement is created. The modifications can also be viewed on the ''Content Control Differences'' window, thus helping users to make informed decisions before actually creating a new version of agreement.&nbsp;&nbsp; &nbsp;<br/> <br/> To replace clauses:<br/> <br/> 1. '''Click''' the Compare Clause Changes with Previous Document Version icon on the three dots menu of the&nbsp;Agreement Details page.&nbsp;
 
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<div class="image-green-border">[[File:Clause mgnt 45.PNG|720px|Clause mgnt 45.PNG]]<br/> &nbsp;<br/>  <br/> The ''Compare Changes with Previous Document Version'' window displays the clause difference between ''Current Text'' and ''Previous Text''.&nbsp;<br/> 2. '''Click''' ''Select Alternate Clause''. The ''List of alternate clauses for SOW Subclause 1'' window displays a list of alternate clauses for ''SOW Subclause 1''.</div>
[[File:Clause mgnt 45.PNG|720px|Clause mgnt 45.PNG]]<br/> &nbsp;<br/>  <br/> The ''Compare Changes with Previous Document Version'' window displays the clause difference between ''Current Text'' and ''Previous Text''.&nbsp;<br/> 2. '''Click''' ''Select Alternate Clause''. The ''List of alternate clauses for SOW Subclause 1'' window displays a list of alternate clauses for ''SOW Subclause 1''.
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A message is displayed to indicate the Approvers which would be added if the clause is replaced. Separate messages are also displayed for those clauses, for which Approvers will be added if those particular clauses are selected. For example, ''If this clause is selected, Second Approver, Third Approver will be added as Approvers to the team''. Here, contract authors can preview the set of approvers that would get added to the team, while replacing the clause with an alternate clause (before the document assembly takes place).&nbsp;
 
A message is displayed to indicate the Approvers which would be added if the clause is replaced. Separate messages are also displayed for those clauses, for which Approvers will be added if those particular clauses are selected. For example, ''If this clause is selected, Second Approver, Third Approver will be added as Approvers to the team''. Here, contract authors can preview the set of approvers that would get added to the team, while replacing the clause with an alternate clause (before the document assembly takes place).&nbsp;
 
<div class="image-green-border">[[File:Clause mgnt 46.PNG|620px|Clause mgnt 46.PNG]]</div> <div class="note-box">'''Note''': Users can only replace a non-mandatory clause. Thus, there is no ''Select Alternate Clause'' link available for mandatory clauses. The ''Select Alternate Clause'' link is not available for deleted clauses.&nbsp;Additionally, the ''Select Alternate Clause'' link will only be visible for those clauses which have an alternate clause available.</div>  
 
<div class="image-green-border">[[File:Clause mgnt 46.PNG|620px|Clause mgnt 46.PNG]]</div> <div class="note-box">'''Note''': Users can only replace a non-mandatory clause. Thus, there is no ''Select Alternate Clause'' link available for mandatory clauses. The ''Select Alternate Clause'' link is not available for deleted clauses.&nbsp;Additionally, the ''Select Alternate Clause'' link will only be visible for those clauses which have an alternate clause available.</div>  
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#'''Click '''''Send for Approval'' to send the contract type for approval.&nbsp;  
 
#'''Click '''''Send for Approval'' to send the contract type for approval.&nbsp;  
 
<div class="note-box">Note: Extended attributes support all existing attribute functionalities such as lookup, cascade, conditional, mandatory attributes, localization and so on.&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 49.PNG|720px|Clause mgnt 49.PNG]]</div>  
 
<div class="note-box">Note: Extended attributes support all existing attribute functionalities such as lookup, cascade, conditional, mandatory attributes, localization and so on.&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 49.PNG|720px|Clause mgnt 49.PNG]]</div>  
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&nbsp;
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&nbsp;
 
&nbsp;
  
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The extended attributes for clause are available while creating a clause if configured in your instance.&nbsp;<br/> To create a clause with extended attributes:
 
The extended attributes for clause are available while creating a clause if configured in your instance.&nbsp;<br/> To create a clause with extended attributes:
  
#'''Click '''''Clauses''> ''Create ''on the ''Home ''page. The ''Create Clause ''page opens.  
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#'''Click '''''Clauses&nbsp;''> ''Create ''on the ''Home ''page. The ''Create Clause ''page opens.  
 
#'''Enter '''a clause ''Name.'' For example, ''Payment Terms.''  
 
#'''Enter '''a clause ''Name.'' For example, ''Payment Terms.''  
 
#'''Enter '''the remaining details for clause metadata and clause additional attributes.  
 
#'''Enter '''the remaining details for clause metadata and clause additional attributes.  
 
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<div class="image-green-border">[[File:Clause mgnt 68.PNG|520px|Clause mgnt 68.PNG]]</div>
 
Attributes from masterdata ''Extended Clause Entity'' are available on the ''Clause Additional Attributes'' section on the ''Details ''tab.
 
Attributes from masterdata ''Extended Clause Entity'' are available on the ''Clause Additional Attributes'' section on the ''Details ''tab.
 
<ol start="4">
 
<ol start="4">
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After clause is created, users can ''Edit, Send for Approval'' and ''Delete ''the clause.
 
After clause is created, users can ''Edit, Send for Approval'' and ''Delete ''the clause.
<div class="image-green-border">[[File:Clause mgnt 50.PNG|720px|Clause mgnt 50.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: Clause extended attributes are applicable for existing / legacy Clauses.</div>  
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<div class="image-green-border">[[File:Clause mgnt 70.png|720px|Clause mgnt 70.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: Clause extended attributes are applicable for existing / legacy Clauses.</div>  
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&nbsp;
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&nbsp;
 
&nbsp;
  
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#'''Click '''''Clauses tile&nbsp;''on the ''Home ''page. The ''Clauses''&nbsp;index page opens with all existing clauses.  
 
#'''Click '''''Clauses tile&nbsp;''on the ''Home ''page. The ''Clauses''&nbsp;index page opens with all existing clauses.  
 
#'''Type '''extended attribute in the ''Refine Search here… ''search box. The list of relevant clauses opens.  
 
#'''Type '''extended attribute in the ''Refine Search here… ''search box. The list of relevant clauses opens.  
#'''Select '''extended attribute as search parameter in the ''Categories ''drop-down. For example,&nbsp;extended attribute ''Governing Law'' and values Germany, Austria in ''Categories''. All matching clauses are displayed.  
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#'''Select '''extended attribute as search parameter in the ''Categories ''drop-down. For example,&nbsp;extended attribute ''Clause is Active&nbsp;''and values ''true, false''&nbsp;''Categories''. All matching clauses are displayed.  
#'''Filter '''your search further by selecting and typing specific extended attribute value in the ''Custom Keyword'' field and '''click '''''Apply''. For example, ''Custom Keyword'' as ''Germany'' with operator ''Exactly''. Only clauses containing ''Governing Law'' as ''Germany ''are displayed. &nbsp;  
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#'''Filter '''your search further by selecting and typing specific extended attribute value in the ''Custom Keyword'' field and '''click '''''Apply''. For example, ''Custom Keyword'' as ''true''. Only clauses in active state are displayed. &nbsp;  
<div class="image-green-border">[[File:Clause mgnt 51.PNG|620px|Clause mgnt 51.PNG]]</div>  
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<div class="image-green-border">[[File:Clause mgnt 71.PNG|620px|Clause mgnt 71.PNG]]</div>  
 
Users can search clauses by extended attributes using the ''Advanced Search'' and ''Saved Search.''<br/> On ''Advanced Search'' page, select ''Clauses ''in ''Entity ''drop-down and type extended attribute in the ''Refine Search here…'' search box. Refer to ''Using Advanced Search'' for details on using search filters, operators, and options.
 
Users can search clauses by extended attributes using the ''Advanced Search'' and ''Saved Search.''<br/> On ''Advanced Search'' page, select ''Clauses ''in ''Entity ''drop-down and type extended attribute in the ''Refine Search here…'' search box. Refer to ''Using Advanced Search'' for details on using search filters, operators, and options.
  
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&nbsp;
 
&nbsp;
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=== Accessing Clause Extended Metadata from Agreements ===
 
=== Accessing Clause Extended Metadata from Agreements ===
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1. '''Click '''''Agreement ''on the ''Home'' page. The agreements Index page opens.<br/> 2. '''Click '''the ''View Record'' icon corresponding to the agreement you want to open. The agreement ''Details'' page opens.
 
1. '''Click '''''Agreement ''on the ''Home'' page. The agreements Index page opens.<br/> 2. '''Click '''the ''View Record'' icon corresponding to the agreement you want to open. The agreement ''Details'' page opens.
 
<div class="image-green-border">[[File:Clause Mgnt 54.png|720px|Clause Mgnt 54.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click''' ''Agreement Clauses'' tab in the left navigation pane. All agreement clauses open in grid displaying clause metadata and clause extension attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause Mgnt 55.PNG|720px|Clause Mgnt 55.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can select the clause extension attributes to be displayed as columns in grid for all users using the ''Default Search Column'' functionality from the Extended Clause Masterdata entity.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 56.PNG|520px|Clause mgnt 56.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can also configure the clause extension attributes they want to display and set the display order for the current page.</div> <div class="image-green-border"><br/> 4. '''Click '''''Select Columns ''action icon. The ''Select Attributes'' window opens displaying all the extension attributes defined in the Extended Clause Masterdata Entity.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 58.png|620px|Clause mgnt 58.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Rearrange '''or remove the extension attributes in the ''Selected'' ''Attributes'' pane using action arrows. For example, remove ''Vendor_Address&nbsp;''and ''Vendor_Name''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 59.PNG|520px|Clause mgnt 59.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Click''' ''Apply''. The attributes will be displayed as per the sequence set in the grid.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 60.png|720px|Clause mgnt 60.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: Additional Extension attributes selected from the Select Column action Icon will not be saved, and the grid will display only default extension attributes in columns when the page is refreshed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. '''Click '''''Show Clause Information'' link corresponding to the clause you want to view details of in the ''Clause Information'' column. For example, ''Jurisdiction_AI&nbsp;''. The ''Clause Details ''window opens. The clause extension attributes are displayed under ''Clause Additional Attributes'' section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 61.PNG|620px|Clause mgnt 61.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8. '''Click '''''Clause Approver'' tab in the left navigation pane. All agreement clauses opens in grid displaying clauses extension attributes along with metadata.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9. '''Click '''''Clause code'' link corresponding to the clause you want to view details of in the ''Clause Code ''column. The ''Clause Details'' window opens displaying clause extension attributes under the ''Clause Additional Attributes'' section.</div>  
 
<div class="image-green-border">[[File:Clause Mgnt 54.png|720px|Clause Mgnt 54.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click''' ''Agreement Clauses'' tab in the left navigation pane. All agreement clauses open in grid displaying clause metadata and clause extension attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause Mgnt 55.PNG|720px|Clause Mgnt 55.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can select the clause extension attributes to be displayed as columns in grid for all users using the ''Default Search Column'' functionality from the Extended Clause Masterdata entity.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 56.PNG|520px|Clause mgnt 56.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can also configure the clause extension attributes they want to display and set the display order for the current page.</div> <div class="image-green-border"><br/> 4. '''Click '''''Select Columns ''action icon. The ''Select Attributes'' window opens displaying all the extension attributes defined in the Extended Clause Masterdata Entity.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 58.png|620px|Clause mgnt 58.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Rearrange '''or remove the extension attributes in the ''Selected'' ''Attributes'' pane using action arrows. For example, remove ''Vendor_Address&nbsp;''and ''Vendor_Name''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 59.PNG|520px|Clause mgnt 59.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Click''' ''Apply''. The attributes will be displayed as per the sequence set in the grid.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 60.png|720px|Clause mgnt 60.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: Additional Extension attributes selected from the Select Column action Icon will not be saved, and the grid will display only default extension attributes in columns when the page is refreshed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. '''Click '''''Show Clause Information'' link corresponding to the clause you want to view details of in the ''Clause Information'' column. For example, ''Jurisdiction_AI&nbsp;''. The ''Clause Details ''window opens. The clause extension attributes are displayed under ''Clause Additional Attributes'' section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 61.PNG|620px|Clause mgnt 61.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8. '''Click '''''Clause Approver'' tab in the left navigation pane. All agreement clauses opens in grid displaying clauses extension attributes along with metadata.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9. '''Click '''''Clause code'' link corresponding to the clause you want to view details of in the ''Clause Code ''column. The ''Clause Details'' window opens displaying clause extension attributes under the ''Clause Additional Attributes'' section.</div>  
'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Rule|Rule]]&nbsp;|&nbsp;[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|
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'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Rule|Rule]]&nbsp;|&nbsp;[[Templates|Template Management]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|

Latest revision as of 10:49, 9 June 2022

 

Clauses

A Clause is a distinct article or provision in a Contract or Agreement, or other formal or legal written documents. In ICI, you can create new Clauses for various Contract Types, and use these Clauses while creating Templates.

Using the Clauses feature, you can perform the following tasks:

  • Search a Clause 
  • Create a Clause
  • Approve/Reject a Clause
  • Edit a Clause
Clause mgnt 72.PNG

Searching a Clause

In ICI, you can search an existing Clause for multiple reasons such as:

  • To know the details of the Clause.
  • To know the status of the Clause.
  • To edit an existing Clause.
  • You use multiple parameters to search an existing Clause.
  • To search Agreements and Amendments based on Clause usage.   

In ICI, you can use various options given below, including the dynamic search feature, to find the desired Clause.


Option 1:

1. Click the Clauses tile on Home page. The Clauses page opens.
2. Search for a specific clause by using any of the following options:

  • Under Categories, click the Select Field list, and then select an appropriate item. Search results relevant to the item (that is selected field) are displayed with a number in the bracket. The number denotes the number of clauses that meet the search criteria.
  • Select the checkbox to select a specific item. A list of clauses relevant to the item is displayed. To refine your search further, type the relevant keyword in the Custom Keyword box, and click Apply.

Option 2:

Alternatively, type the keywords in the box provided above the list of clauses. A list of relevant clauses is displayed.

You can further narrow your search by using any of the following methods:

  • "..." - Type the search term in double quotation marks. It shows existing clauses that include the exact search term.
    • ...* - Type the search term in star characters. It shows existing clauses that include the exact search term.
    • ... - Add a Prefix * to the search term. It shows existing clauses that end with this term.
    • ...* - Add a Suffix * to the search term. It shows existing clauses that start with this term.

 

Searching Agreements and Amendments based on Clause usage

ICI allows searching of Agreements and Amendments based on Clause usage and using Advanced Search. This allows users to prioritize the Agreements they plan to work based on Clause usage, thus being able to tackle high-risk Agreements first and mitigating risks. 

You can now search and filter Agreements using the following Clause categories: 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.

NoteClause Description, Clause Text, Linked Primary Clauses, Clause Status, Linked Primary Template Clause, and search based on Clause text area are not supported in Clause categories.

Agreements

Let’s search Agreements where Clauses have deviated, and approvals are pending from Deviation Approvers using Clause categories.

To search Agreement where Clauses have deviated:
1.  Click the Agreements tile on the Home page. The Agreements page opens. 
2.  Enter a category or select one from the Categories drop-down. For example, Document Clauses: Is Deviated.

Clause mgnt 73.PNG

3.  Select true to search Agreements with deviated Clauses. 
 
To search Agreements where the Status is Deviation Approval Pending:
4.  Enter a category or select one from the Categories drop-down. For example, Team Member: Role Name.
5.  Select the checkbox for DeviationApprover to view the Agreements where approval is pending from Deviation Approvers. All Agreements where the Status is Deviation Approval Pending are displayed.
 
Clause mgnt 74.PNG
 
6.  Click the View Record icon next to the Agreement you want to select. The Agreement Details page opens. 
7.  Click the Deviations tab to view the Deviation Status in Clauses for the selected Agreement.
 
Clause mgnt 76.PNG
 

Addition of action buttons on the Deviations tab

The ApproveAll, RejectAll and ClearAll buttons have been added on the Deviations tab of the agreement Details page to approve, reject or clear the selected deviations respectively.

This makes it easier for the user to take actions on multiple deviations of the agreement in one go, considerably reducing the effort of approving, rejecting or clearing each one individually.

Clause mgnt 76.PNG

Deviated Clauses

To view or add deviations for clauses:

1. Click the view record icon on the Agreements page. The Details page opens.

2. Click the Deviations tab.

3. Click the Add Deviation to manually add deviations to the agreement’s clauses. The Add Deviation window opens.

Clause mgnt 76.PNG
Note: To automatically add deviations, you have to download the agreement, modify the clauses and upload the agreement in ICI. To deviate a clause, the Deviation Analysis attribute should be set to Yes when creating the clause from the Create Clause page of Clauses.
Clause mgnt 77.PNG
  • Click the search icon to select and add the deviated clause.
  • Enter the text for the deviated clause.
  • Enter your comments for the deviated clause.
  • Click Save.
Note: The Deviations count on the left pane of the Agreement Details page gets incremented as soon as the Deviation is created. 

4. Click Add Deviation Approver to manually add approvers for your deviated clauses.

5. Click the Send for Approval button.

Clause mgnt 76.PNG
  • Click  on the three dots to view different options related to the clause
RTENOTITLE

Note:

  • Only deviations that are added manually can be removed. If deviations have been added by downloading the agreement and then uploading the agreement back to ICI, those deviations cannot be removed.
  • Deviation approvers can also be added by defining rules from the Rules page.
  • The Primary owner can send the reviewed agreement to the Deviation Approver. As a Deviation Approver, you can approve or reject clauses inside the agreement if a Deviation Approver role is assigned to you.

6. Clicking the Send for Approval button in Step 5 enables the Approve, Reject, Approve All, Reject All and Save Changes buttons. The Clear All button will be enabled when an action is taken on any deviated clause. Only the Deviation Approver can view these buttons.

Clause mgnt 9.png
  • Approve: Click to approve each individual clause.
  • Reject: Click to reject each individual clause.

Clicking the Approve and Reject buttons opens the Deviation Details window, displaying the details of the clause. You can also put in your comments in the Comments box. You do not have to click Save Changes to save your comments; they will be saved automatically.

Clause mgnt 10.png
  • To approve or reject deviations in one go, click the Approve All or Reject All button.

In the above example, as we have already selected one clause for approval and one clause for rejection, clicking Approve All or Reject All will select the remaining 2 clauses (i.e. clauses that are not already selected). You can also add a common comment for the clauses. Comments will not be saved until you click the Save Changes button.

Note: When you have taken actions for all the deviations, the Approve All and Reject All buttons will be disabled.
  • Clear All: Clears all selections.
  • Click Save Changes to save your changes.

The clauses that have been approved will have the status Approved, whereas the ones that have been rejected or no actions have been taken will have the status Requires Approval.

Clause mgnt 17.png
 
Amendments
To search for Amendments:
1.  Click the Agreements tile on the Home page. The Agreements page opens. 
2.  Enter a category or select one from the Categories drop-down. For example, Is Amendment.
3.  Select the checkbox for true to filter the list for Amendments. 
 
Clause mgnt 11.png
  
4.  Enter a category or select one from the Categories drop-down. For example, Document Clauses: Legal
 
Clause mgnt 12.png
 
5.  Click the View Record icon next to Amendment for which you want to view the Clauses. For example, ICISaasAgreementAmendment2
6.  Click the Agreement Clauses tab to view all Clauses in the selected Amendment.
7.  Click view details eye icon to view the selected Clause details. The Clause Details window opens displaying the Clause information.
 
Clause mgnt 13.png

Using Advanced Search

To search Agreement and Amendment using Advanced Search:
1.  Click the Advanced icon at the top right corner of the Home page. The Search page opens. 
 
Clause mgnt 14.png
 
Note: Agreement Entity is selected by default in the Please select Entities to search dropdown list. To search other entities, select the respective checkbox.

2.  Enter the search criteria in the Refine Search here field to display all Agreements based on the search criteria. For example, Sales order.
3.  Select the entity which you want to search let’s select Agreement.
4.  Enter a category or select one from the Categories drop-down. For example, Document Clauses: Is Mandatory.
5.  Select the checkbox false to view Agreements where this Clause is not mandatory.

Clause mgnt 15.png
 

 

Ability to define additional clause group under clause entity

Previously, ICI supported 3 clause groups – “Termination”, “Legal” and “None”.
 
With this release, this capability has been further enhanced so that the configurator can configure various clause group names in ICI. These clause groups can be categorized or grouped together as per business requirements for better identification and negotiations during the contract workflow.
 
Administrators can now:
  • Define and update clause groups.
  • Edit, delete, activate or deactivate clause group entities.
  • View additionally added clause group values in the clause entity when creating or editing a clause.
  • Search agreement records or clauses on the index page on clause group attributes with added values.
 
To create an additional clause group:
1. Go to Configure > Clause Groups > Create. The Create Clause Group page opens.
Clause mgnt 18.png
 
2. Type a name for the new clause group. For example, Data Security.
Clause mgnt 19.png
 
3. Click Next. The Verify tab opens.
Clause mgnt 20.png
 
4. Click Create. The page reloads and the Clause Groups index page opens, and the latest created clause group is displayed in the list.
Clause mgnt 21.PNG
 
The new clause group appears in the Clause Group drop-down while creating a clause.
Clause mgnt 22.png
 
5. Click the view record icon in the Actions column for the newly created clause category. The clause group Details page opens.
Clause mgnt 23.png
 
The following actions can be performed:
  • Edit: Click to edit the clause group name. For example, Data Security can be renamed as Data Security 2021.
  • Deactivate: Click to hide the created clause group from appearing in the Clause Group drop-down. The status of the clause group changes to “Deactivated” and the Activate button is displayed. A deactivated clause can be activated using the Activate button. 
Clause mgnt 24.PNG
  • Delete: Click to delete the clause group in Created state. A warning message “Are you sure you want to delete this Clause Group? Note: Please make sure after delete, you unlink this clause group from Rules, Saved Search etc.” is displayed.
    • Click Yes to continue deleting the clause group.
Clause mgnt 25.PNG
  • In case of a clause group in Deactivated state,  a validation message is displayed, for example “This Clause Group is linked to one or more Clauses.”
 Clause mgnt 26.PNG
Unlink the clause group from dependent clause(s) and repeat the steps for deletion to complete the process. A success notification will be displayed.
 

Note: 

  • Deleted clause groups need to be delinked from any existing rules, saved searches and so on. 
  • A deactivated clause group will still appear as the clause group for any clauses created while it was active. However, no new clauses can be created using a deactivated clause group.
  • Clause groups can be searched using the “Clause Category” filter in Global Search.
  • The clause group creation and search functionality is only available to Administrators.

 

 

Creating a Clause

You can create new Clauses for various Contract Types as per business requirements. You can use these Clauses while creating Templates and further in Agreements.

To create a new Clause:

1. Click the Clauses tile on Home page. The Clauses page opens.

Clause mgnt 62.png
2. Click the Create button. The Create Clause page opens. 
Clause mgnt 63.png
 
The Create Clause page consists of the following tabs:
  • Details
  • Team
  • Verify

Let us go through each of the tabs in detail.

Details

The Details section consists of metadata for the clause. The extended attributes are available under Clause Additional Attributes section if configured in your instance.

Clause mgnt 64.PNG
  • Contract Type: Select the Contract Type for which you want to create a Clause. 
  • Name: Type the name of the Clause. 
  • Clause Code: It is a system generated code that auto-populates after the Clause is generated. 
  • Clause Group: Select the Clause group in which you want to place the Clause. 
  • Clause Description: Type the description of the Clause. 
  • Clause Language: Select the language of the Clause. 
  • Primary Clause: Select Yes or No depending on whether the Clause is primary or not. If you select No, select the linked primary Clause (the primary Clause to which the current Clause is linked).
  • Linked Primary Clause: Select the Clause to which the current Clause is linked.
  • Is Alternate Clause: Select Yes or No depending on whether the current Clause is an alternative option to another Clause. If you select Yes, the Select Clause list opens. Select the appropriate Clause.
  • Is Mandatory: Select Yes or No depending on whether the Clause is mandatory for the selected Contract Type.
  • Is Editable: Select Yes or No depending on whether you want to make the Clause editable. When you select Yes for the Is Editable field, the Deviation Analysis field is enabled, as you may want to track the deviation after the Clause is edited.
  • Deviation Analysis: Select Yes or No depending on whether you want the system to track the deviations. If you select Yes in the Deviation Analysis field, any change in the Clause by the reviewer is displayed as a deviation from the original Clause. If a Clause is changed during the review, the Agreement in which it is used has to go through the deviation approval process.
  • Is Dependent Clause: Select Yes or No depending on whether the clause is dependent on another clause. If you select Yes, the Select Clause list opens. In the Select Clause list, select the appropriate Clause. 
  • Clause Text: Type the Clause text that makes the content of the Clause. You can also use the desired attribute from the Attributes list that opens on the right. You can format the Clause content by adjusting font, font size and so on.
  • File: Write the Clause in a word file and upload the word file by clicking the File Upload button.
  • Version Comments: Type the comments related to the Clause, if any. Version comments help in tracking the changes made to the clause in every version. 

3. Click Next. The Team section opens. 

Team

To add users in the team: Click the Add Team Member icon. The Add User drawer opens.

Clause mgnt 65.PNG
  1. Select the role of the use from the Select Role list. 
  1. Click the desired tile to select a user from the list. 
  1. Click Add. The user with their role opens in the Team tab. You can click the Cancel icon to remove the user from the list. 
  1. Click Next. The Verify tab opens. 

Verify

This tab displays all the details of the Clause you want to create. Verify tab displays two buttons.

Choose one of the following:

  • Click Previous if you want to go back and make changes to the information that you have entered.
  • Click Create to create the Clause. The Clause opens with the Draft status. 
  • Click Discard to discard all changes and delete the clause.
Clause Mgnt 28.PNG
 

Note: Fields marked with * are mandatory. 

4. After creating a clause, choose from the following three options:

  • Edit: to make changes to the Clause.
  • Send For Approval: to send a Clause to an assigned approver.
  • Delete: to delete the Clause.

 

Approving/Rejecting a Clause

Sending a Clause for Approval

When you create a Clause, the status of the Clause opens as Draft. The Clause must be approved in order to get finalized.

To send a Clause for approval:

1. Click the View Record icon next to the clause you want to send for approval. The Clause Details page opens.

2. The Clause Details page consists of following buttons. 

  • Edit
  • Send for Approval
  • Delete

3. Click Send For Approval. The Clause is sent for approval, and the status of the Clause changes to Waiting For Approval.

Clause mgnt 29.PNG

While approving or rejecting the Clause, an approver can provide the reason for the same.
 

Approving or Rejecting a Clause

Every Clause has a team consisting of a primary owner, a secondary owner, an approver, and so on. Approver has a right to approve or to reject a Clause.

To approve a Clause:

1. On My Tasks widget on the Home page click on View More. The User Tasks page opens. 

2. Click the appropriate link to open the Clause Details page for approving or rejecting a Clause.

3. Click one of the following buttons: 

  • Edit: Click to edit the Template
  • Approve: Click to approve the Template
  • Reject: Click to reject the Template. 

4. Click Approve.

5. Type the appropriate comments in the Add Note window and then click Add.

The status of the Clause changes to Approved which is the final status of a Clause.

 

 

Editing a Clause

With ICI, you can edit a Clause at any state. For example, you can edit a clause that is approved. However, you have to approve the Clause again.
If you edit a Clause in the Approved state and update the same, the status of the Clause changes to Draft.
Then the clause needs to go through an approval process again.

To edit a Clause:

1. Click the View Record icon next to the Clause on the Clauses page to edit a particular clause. The Clause Details page opens.

2. Click Edit. The Edit Clause page opens.

Note: You cannot edit the clauses that have the status as Waiting for Approval. Hence the Edit button is not available for such clauses.

3. Edit the data in the required fields, and click Next. The Team section opens.

4. Complete the required steps under the Team tab and click Next. The Verify section opens. The details of the Clause you want to update are displayed.

5. Choose one of the following:
  • Click Previous to go back to previous tabs.
  • Click Update to update the clause. The Clause Summary page opens.
Clause mgnt 30.PNG
On the Clause Summary page, you can see the preview of the Clause on the right side of the page.

6. Choose any of the following options:

  • Edit to make changes to the Clause.
  • Send For Approval to send the Clause to an assigned approver.
  • Delete to delete the Clause.

 

 

Accessing Control on Clauses

The access and visibility of Clauses are restricted through a technical configuration in the following ways: *By restricting access control to the ICI Clause Library based on the Organization level or by adding the user to a Clause Team based on User Groups. This allows the Administrator to selectively provide view access as compared to all users having access to the Clauses tab being able to view and access all clauses in ICI’s Clause Library. So, if a user is not part of Clause Team, only the Clause tile will be displayed but clauses will not be visible to the user even though View privileges have been given in the Security Group.  *By provisioning Event Rules by adding members to the Clause Team thus saving the time of manually adding users to the Team. You can now define conditions on Clause entity attributes such as Clause Created, Clause Updated, Clause Sent For Approval, Clause Approved, etc. *By providing support for the Observer role in the Clause Library and giving read only access using Role Action Mapping for Clause Entity.  *By providing Clause Team-based access filtering at the Template and Agreement level using Word Add-in (.Net and .JS). When editing an Agreement, the clauses are displayed on the Agreement Clauses tab, Parent Agreement Clauses, Library based on the configuration. 

Note: Just like Clauses, Templates can also be access controlled by adding a user to the Team using a technical configuration. However, this capability is only implemented for the ICI UI and .JS version of Word Add-in. The .NET version is currently not supported. 

Let's consider an example of Access Control on Clauses using the Organization path screenshot below: As User 7 creates the following primary clauses – Clause 01, Clause 02, Clause 03 and Clause 04. To do this:

Clause mgnt 66.PNG

1. Click the Clauses tile on the Home page.
2. Click the Create Clause tile. This opens the Create Clause page.
3. Enter the details for the Clause: *Enter the Name of the Clause. For example, Clause 01. *Enter the remaining details for the Clause.

Clause mgnt 31.PNG

4. Click Next. This opens the Team tab.
5. Add a member to the team by clicking the Add icon.
6. Click Next. This opens the Verify tab and verifies the Clause details on the page. 
7. Click Create to create Clause 01. This opens the Clause Details page with a  preview of the Clause document.
8. Click the Send for Approval button to send it for approval. The Clause will be listed on the Clauses Index page.
9. Similarly, create Clause 02, Clause 03 and Clause 04 as primary clauses. All users in Auto Products, all users in Auto Quality, and all users in Auto Implementation QA can access all the clauses.
10. Add User 6to the Team in one of the following ways: *Add User 6 as an Observer to the Team and give access to Clause 01 and Clause 03. User can search and view these Clauses, but cannot make any updates to them.  *Add User 6 as a Contributor to the Team and give access to Clause 01 and Clause 03. User can now search, access and make updates to these Clauses now. *Add User 6 to the Team by provisioning Event Rules. You can now define conditions on Clause entity attributes such as Clause Created, Clause Updated, Clause Sent For Approval, Clause Approved, etc.

Clause mgnt 32.PNG
 
Clause mgnt 33.PNG

Let’s consider the same example as above, User 6 can also create a Template for the same Contract Type in ICI or using Word Add-in:
1. Create a Template using Word Add-in.
2. Click the Clauses tab.
3. Enter a search criterion in the Library Clauses field. The Clauses accessible to the user are listed. 
4. Preview the Template. Clauses are listed depending on the Rule based conditions. 

SP7 Clauses and Access Control 6

Creating an Agreement using the Template created in Word Add-in:
1. Create an Agreement using this template. User 6 can see the entire Agreement even though access to Clause 02 and Clause 04 is not given. 

Note: Filtering Clauses at Clause level based on the authorization is only applicable when creating Clauses or Clauses. It is not applicable at Agreement level.  

2. Click the Agreement Clauses tab. All clauses are visible as they are not access controlled at the Agreement level. 

Note: The same applies to Parent Agreements and Deviations as well. 

3. Click Show Clause to view the clause information.
4. Download the Agreement. User can see all the Library Clauses, Agreement Clauses, and Parent Agreement Clauses. 
5. Add an Alternate Clause to Clause 04. 

User 6 cannot see this clause as Clause 04 is a primary clause, hence the user who does not have access to the primary clause will not be able to see the Alternate Clauses. However, the Alternate Clauses are still visible on the Agreement Clauses tab.

 

 

 

 

Configuring Rules for Inclusion/Exclusion of Clauses

You can configure Rules to include or exclude Clauses from an Agreement. You can also configure the addition of a Clause Approver to the Team to identify and approve additional requests when a Clause is included or excluded from the Agreement. This allows users to define deviation approval Rules to support Clause inclusion or exclusion from an Agreement that can be tracked throughout the workflow. The following conditions apply to this feature:

  • The Clause Approval Rule is only evaluated for Edit and Upload actions *For Clauses added systematically, Rule does not trigger the inclusion Rule
  • The Clause Approvers can be added based on a Rule; they cannot be added not manually
  • The Clause Approval Rule is evaluated by comparing the Agreement with the previous version (the first version does not get evaluated)
  • The Clause Approval Rule is evaluated until the Agreement is approved

To include a Clause from an Agreement: 
1. Create an Agreement. For example, MSA.

Clause mgnt 34 .png


2. If we want to create an inclusion Rule for an External Signatory, click the Add User icon to select the External Signatory on the Attributes page. 

Clause mgnt 35 .png


3. Search User in the Users window and click the Add button. For example, CLM Admin.

Clause mgnt 36.png


4. The Attributes page opens displaying the added user in the External Signatory field. 

Clause mgnt 37.png

5. Click Next. The Select Template page opens.
6. Select the RuleBasedClauses template. 
7. Click Next. The Create Agreement page opens.
8. Click Create and Publish to create the Agreement. The Agreement Details page opens.

Clause mgnt 38.PNG

9. Go to the Home page and click the Configure tile. 
10. Click the Rule tile to add a Clause Inclusion Rule for an Approver.

Clause mgnt 39.PNG


11. Click the Contract Type. For example, MSA. 
12. Select the Rule to view the Rule Summary.  

Clause mgnt 40.PNG


13. On the Create Rule page, select the Contract Type, add the Rule Name (for example, If Clause Name Starts With AcmeRule), Rule Description, and the Rule Type (for example, Clause Assembly). 

Clause mgnt 41.PNG
14. Click Next and add the Rule conditions. 
15. Click Save & Create. The Rule created successfully message is displayed. 
Clause mgnt 43.PNG

18. Click Ok. TheRule Index page opens. 
The Rule has been created such that when a Clause Name Starts with AcmeRule, then the Clause will be included (or excluded based on the creation Rule) and the Clause Approver will be added to the Team at Step Number 10. 
19. Go to the Agreements page and select the created Agreement (for example, MSA).
20. The Agreement Details page opens. Click the Agreement Clauses tab. The default Clause from the first version of the Agreement is displayed.

Clause mgnt 44.PNG
Note: Clauses from the first version of the Agreement are not included/excluded. 

21. Edit the Agreement. If the Clause Assembly Rule is satisfied, then a new Clause is added to the Agreement. Click Next.

Include Clause14


22. Click Update. A new Clause is added to the Agreement versions. The Clause Approval Rule is driven and the user is added (at Step Number 10 as defined). A new tab Clause Approver is displayed in the Pending state.
23. Click the Clause Approver tab. The Clause will be displayed with the Approve and Reject buttons.


You can also include or exclude Clauses using clause metadata or extended attributes (as discussed in the example above) or the Edit or Upload options. You can download the Agreement, and add, remove or modify a new Clause by setting up Rules in that way for Clause Approval.

Note: The inclusion, exclusion or modification Rules must be set up by keeping Approvers at different steps. If they at the same step, it may lead to a discrepancy as to which option must be given preference. For example, if the Clause inclusion is rejected, then the modification is affected. 

Comparing Clauses

When an agreement is published, you can compare changes made to clauses between consecutive versions of the agreement. For the first version of the agreement, there are no clauses to compare, hence the Previous Text box displays no information and the Current Text box displays the information of the current version of the agreement.

To compare clauses between different versions of an agreement:

1. Click the Compare Clause Changes with Previous Document Version icon on the agreement Details page. The Compare Changes with Previous Document Version window opens. The Previous Text box does not display any clauses as it is the first version of the agreement. The Current Text box displays the clauses in the current version of the agreement.

2. Click Select Alternate Clause. The List of alternate clauses for SOW Subclause 1 window displays a list of alternate clauses for SOW Subclause 1.

Note: Users can only replace a non-mandatory clause. Thus, there is no Select Alternate Clause link available for mandatory clauses. Also, the Select Alternate Clause link is not available for deleted clauses.
 
You can select an alternate clause by using Select Alternate Clause link
 
 

 

 

Replacing Clause Text from ICI

ICI allows replacing the clause text with the alternate clause text from ICI itself. This is accomplished using Compare Clause Changes with Previous Document Version icon available on the agreement Details page. For any particular Primary clause, users can view the list of alternate clauses by clicking the Select Alternate Clause link and select the Alternate clause to swap it with the chosen Primary clause. This Compare Changes with Previous Document Version window gives users the additional flexibility to preview the Previous Text and the Current Text of clauses.

With this release, contract authors will now be able to preview the list of Clause approvers that are triggered when a clause is added, removed or replaced, and a new version of the agreement is created. The modifications can also be viewed on the Content Control Differences window, thus helping users to make informed decisions before actually creating a new version of agreement.    

To replace clauses:

1. Click the Compare Clause Changes with Previous Document Version icon on the three dots menu of the Agreement Details page. 

Clause mgnt 45.PNG
 

The Compare Changes with Previous Document Version window displays the clause difference between Current Text and Previous Text
2. Click Select Alternate Clause. The List of alternate clauses for SOW Subclause 1 window displays a list of alternate clauses for SOW Subclause 1.

A message is displayed to indicate the Approvers which would be added if the clause is replaced. Separate messages are also displayed for those clauses, for which Approvers will be added if those particular clauses are selected. For example, If this clause is selected, Second Approver, Third Approver will be added as Approvers to the team. Here, contract authors can preview the set of approvers that would get added to the team, while replacing the clause with an alternate clause (before the document assembly takes place). 

Clause mgnt 46.PNG
Note: Users can only replace a non-mandatory clause. Thus, there is no Select Alternate Clause link available for mandatory clauses. The Select Alternate Clause link is not available for deleted clauses. Additionally, the Select Alternate Clause link will only be visible for those clauses which have an alternate clause available.

Similarly, a message is displayed for clauses where some Approvers will be removed, and others will be added. For example, Replacing this clause will remove ICM Admin as an approver from the team.

Clause mgnt 47.PNG
3. Select the clause to be replaced from the list of available alternate clauses. For example, Attorney Fees Clause.
 
Clause mgnt 48.PNG
4. Click Select clause
5. ThePlease Confirm window opens if there is Dependent Clause available for the selected clause. 
6. Click Yes if you want to add the dependent clause as well.
7. The SOW subclause 1 is replaced by SOW sub clause2 in the Compare Changes with Previous Document Version window.
Note: Users have the option to remove the Alternate Clause by clicking the X icon.

8. Click Save Changes. The clause text is replaced by Alternate clause.   
9. The Versions tab displays the changes made in the Clause text.

10. Click Show All Details to view the Content Control Differences. Details on any Approver(s) added due to swapping of clauses are displayed in the Change column.

Note: The Content Control Differences popup window is based on configuration and is displayed if it has been enabled for a workflow action, for example Send for Review.

11. The SOW subclause 1 is replaced by SOW sub clause2 and its dependent clause (SOW dependent clause).

 

Support for extended clause metadata

Previously, ICI had limited capability to capture additional attributes as part of a clause creation.
With this release, an entity to extend attributes is introduced to add more attributes to clauses which will be useful in capturing more granular level details related to the clause.
Users can now:

  • Create masterdata contract types with additional clause attributes.
  • View extended clauses attributes in the clause creation wizard.
  • Configure clause assembly rules using extended clause attributes.
  • Enter the values for extended clause attributes using Add-ins.

 

Creating the masterdata for additional clause attributes

Users can create a masterdata contract type and define additional attributes to capture more details for a clause. These attributes will then be available as extended attributes while creating a clause.

Note: Extended attributes for clauses are enabled through technical configuration. 

To create masterdata contract type:

  1. Click Configure > Contract Type >  Create > Masterdata on the Home page. 
  2. Click Next. The Create Contract Type page opens.
  3. Enter a name in Contract Type Name field. For example, Extended Clause Entity.
  4. Define additional attributes on the Attributes tab. 
  5. Enter details on the Display Preference and Team tabs.
  6. Verify the details and click Create. The masterdata is created.
  7. Click Send for Approval to send the contract type for approval. 
Note: Extended attributes support all existing attribute functionalities such as lookup, cascade, conditional, mandatory attributes, localization and so on. 
Clause mgnt 49.PNG

 

 

Creating Clause with Extended Attributes

The extended attributes for clause are available while creating a clause if configured in your instance. 
To create a clause with extended attributes:

  1. Click Clauses > Create on the Home page. The Create Clause page opens.
  2. Enter a clause Name. For example, Payment Terms.
  3. Enter the remaining details for clause metadata and clause additional attributes.
Clause mgnt 68.PNG

Attributes from masterdata Extended Clause Entity are available on the Clause Additional Attributes section on the Details tab.

  1. Click Next. The Team tab opens.
  2. Enter the details on the Team tab.
  3. Click Next. The Verify tab opens.
  4. Verify the details and click Create. The clause is created with extension attributes such as Chemical Name, Governing Law

After clause is created, users can Edit, Send for Approval and Delete the clause.

Clause mgnt 70.png
 
Note: Clause extended attributes are applicable for existing / legacy Clauses.

 

 

 

Searching Clause with Extended Attributes

Users can search and retrieve existing clauses with extended attributes as search parameters from facet search on the Clause index page, Advanced Search, Global Search and Saved Search. Extended attributes are available in search facets drop-downs along with regular attributes with Extension Attribute: prefix. 

To search clauses:

  1. Click Clauses tile on the Home page. The Clauses index page opens with all existing clauses.
  2. Type extended attribute in the Refine Search here… search box. The list of relevant clauses opens.
  3. Select extended attribute as search parameter in the Categories drop-down. For example, extended attribute Clause is Active and values true, false Categories. All matching clauses are displayed.
  4. Filter your search further by selecting and typing specific extended attribute value in the Custom Keyword field and click Apply. For example, Custom Keyword as true. Only clauses in active state are displayed.  
Clause mgnt 71.PNG

Users can search clauses by extended attributes using the Advanced Search and Saved Search.
On Advanced Search page, select Clauses in Entity drop-down and type extended attribute in the Refine Search here… search box. Refer to Using Advanced Search for details on using search filters, operators, and options.

Users can save the search criteria with extended attributes as search parameters and use as global or local Saved Search. Refer toSaved Searches for details on saving a search. Refer to Using Advanced Search for details on retrieving a Saved Search.
 

 

Configuring Clause Assembly Rule with Extended Attributes

You can configure clause assembly rule and include or exclude clauses with extended clause metadata in a same way as with clause’s regular metadata.

To create a clause assembly rule:

  1. Click Configure > Rule > Create on the Home page. The Create Rules page opens.
  2. Select the Contract Type for which you want to create a rule on the Setup tab. For example, MandatoryClauseCT.
  3. Enter a name in the Rule Name field. For example, Extension Clause Assembly Rule.
  4. SelectClause Assembly in the Rule Type.  
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  1. Click Next. The Build tab opens.
  2. Click Add Rule under Builder tab. The Add Rule section opens.
  3. Enter the Conditions. For example, for contract type MandatoryClauseCT',Type of Paper Contains Own.
  4. Select Clause by Condition in the drop-down on the Actions section.
  5. 'Select  Clause Text drop-down. The extension attributes are available along with clauses metadata.
  6. Select the operator in Conditions next drop-down. For example, Contains.
  7. Select the extended attribute’s value in Conditions next drop-down. For example, Acetone.
  8. Select No in Stop Processing More Rules field. The further evaluation of rules within a ruleset continues.
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  1. Click Validate. The page to validate the rule by entering attributes values of the selectedContract Type opens.
  2. Click Create. The Rule created successfully message appears. The rule is displayed in the list of Rules of the selected contract type.

 

 


Accessing Clause Extended Metadata from Agreements

users can view these clause extension attributes on the agreement entity for easy reference while working with agreements by clicking Agreement Clauses or Clause Approver tabs in the left navigation pane on the agreement Details page.

Users can:

  • Select and save extension attributes to display in the grid view, via the “Default Search” column functionality.
  • View additional clause attributes on the “Agreement Clause” and “Clause Approver” tabs.
  • View the hyperlink “Show Clause Information”, which displays all clause extension attributes along with clause attributes, in the same window.


To view clause extension attributes:

1. Click Agreement on the Home page. The agreements Index page opens.
2. Click the View Record icon corresponding to the agreement you want to open. The agreement Details page opens.

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3. Click Agreement Clauses tab in the left navigation pane. All agreement clauses open in grid displaying clause metadata and clause extension attributes.
 
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Users can select the clause extension attributes to be displayed as columns in grid for all users using the Default Search Column functionality from the Extended Clause Masterdata entity. 
 
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Users can also configure the clause extension attributes they want to display and set the display order for the current page.

4. Click Select Columns action icon. The Select Attributes window opens displaying all the extension attributes defined in the Extended Clause Masterdata Entity.
 
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5. Rearrange or remove the extension attributes in the Selected Attributes pane using action arrows. For example, remove Vendor_Address and Vendor_Name.
 
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6. Click Apply. The attributes will be displayed as per the sequence set in the grid.
 
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Note: Additional Extension attributes selected from the Select Column action Icon will not be saved, and the grid will display only default extension attributes in columns when the page is refreshed.
 
7. Click Show Clause Information link corresponding to the clause you want to view details of in the Clause Information column. For example, Jurisdiction_AI . The Clause Details window opens. The clause extension attributes are displayed under Clause Additional Attributes section.
 
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8. Click Clause Approver tab in the left navigation pane. All agreement clauses opens in grid displaying clauses extension attributes along with metadata.
 
9. Click Clause code link corresponding to the clause you want to view details of in the Clause Code column. The Clause Details window opens displaying clause extension attributes under the Clause Additional Attributes section.

Related Topics: Agreement Management | Agreements | Rule | Template Management | Release_Notes |