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| | {{#tree: | | {{#tree: |
| − | *[[Dashboard]] | + | *[[Home]] |
| − | **[[Edit KPI Tiles]]
| + | *[[Agreements]] |
| − | **Create a Contract/ Agreement
| + | **[[Working with Agreements]] |
| − | ***[[Create a Fresh Contract/ Agreement]]
| + | **[[Amendments]] |
| − | ***[[Create a Contract/ Agreement from Contract Request]]
| + | *[[Requests]] |
| − | ***[[Copy an Existing Agreement]]
| + | *[[Associations]] |
| − | ***[[Add Supporting Documents to Your Contract/ Agreement]]
| + | *[[Compliances]] |
| − | ***[[Add Commitments to Your Contract/Agreement]]
| + | *[[Templates]] |
| − | ***[[Set Auto-Expiry of a Contract/ Agreement]]
| + | **[[Create a Template_in ICI Word Add-in]] |
| − | ***[[Download and Print Contract/ Agreement Information]]
| + | **[[Approve/Reject a Template]] |
| − | ***[[Send a Message]]
| + | **[[Bilingual Templates]] |
| − | **[[Edit a Contract/ Agreement]]
| + | *[[Clauses]] |
| − | **Delete a Contract/ Agreement
| + | *[[Configure]] |
| − | ***[[Delete a Contract/ Agreement]]
| + | **[[Contract Type]] |
| − | ***[[Cancel a Contract/ Agreement]]<br/>
| + | **[[Attribute]] |
| − | **Add Team to Your Contract/ Agreement
| + | **[[Rule]] |
| − | ***[[Add and Remove Approvers]]
| + | **[[Masterdata]] |
| − | ***[[Enable and Disable Approvers]]
| + | **[[Alias Master]] |
| − | **Review and Approve/Reject a Contract/ Agreement
| + | **[[Cascade Team]] |
| − | ***[[Send a Contract/ Agreement for Review]]
| + | **[[Promote Configurations]] |
| − | ***[[Review a Contract/ Agreement]]
| + | |
| − | ***[[Approve a Contract/ Agreement]]
| + | |
| − | ***[[Reject a Contract/ Agreement]]
| + | |
| − | ***[[Add Notes]]
| + | |
| − | ***[[Delegate an Agreement Approval/Review]]
| + | |
| − | **Deviation in Clauses
| + | |
| − | ***[[Review Deviated Clauses]]
| + | |
| − | ***[[Approve Deviated Clauses]]
| + | |
| − | ***[[Add Manual Deviation]]
| + | |
| − | **Execute a Contract/ Agreement
| + | |
| − | ***[[Fulfill a Commitment]]
| + | |
| − | ***[[Send an Agreement to External/Third Party Signature]]
| + | |
| − | ***[[Electronic Signature for Own Paper]]
| + | |
| − | ***[[Electronic Signature for Third Party Paper]]
| + | |
| − | ***[[Manual Signature]]
| + | |
| − | **Terminate a Contract/Agreement*
| + | |
| − | ***[[Post - Execution Review of an Agreement/Contract]]*
| + | |
| − | ***[[Terminate an Agreement]]
| + | |
| − | **[[Add Amendment to a Contract/ Agreement]]
| + | |
| − | **Upload Agreements Using MS Excel
| + | |
| − | ***[[Install ICM Excel Add-In]]
| + | |
| − | ***[[Log In to ICM Excel Add-In]]
| + | |
| − | ***[[Upload Agreements Using ICM Bulk Insert]]
| + | |
| − | **Associated Document
| + | |
| − | ***[[Search an Associated Document]]
| + | |
| − | ***[[Create an Associated Document]]
| + | |
| − | ***[[Approve an Associated Document]]
| + | |
| − | *[[Alerts]]
| + | |
| − | **[[Notification Tabs]]
| + | |
| − | **[[View Notifications]] | + | |
| | *[[Reports]] | | *[[Reports]] |
| − | **[[Types of Reports]] | + | **[[Agreement Details Page Reports]] |
| − | **[[Generate a Report]] | + | **[[Legal and Compliance]] |
| − | *[[Configuration]]
| + | **[[Admin Reports]] |
| − | **[[Contract Types]] | + | **[[Workflow Reports]] |
| − | **[[Search a Contract Type]]
| + | **[[Power BI Integration with ICI]] |
| − | **Create a Contract Type
| + | **[[Obligation Management Reports]] |
| − | ***[[Create a Structure of Supporting Documents for a Contract/ Agreement]]
| + | **[[Sourcing Reports]] |
| − | ***[[Create a Structure of a Contract/ Agreement]]
| + | *[[Advanced Analytics]] |
| − | ***[[Create a Structure of a Contract Request]]
| + | **[[Power BI]] |
| − | ***[[Create a Structure of Masterdata]]
| + | *[[Bulk Actions]] |
| − | **Approve/Reject a Contract Type
| + | *[[Admin]] |
| − | ***[[Send the Contract Type for Approval]]
| + | **[[Managing Organization]] |
| − | ***[[Approve/Reject a Contract Type]]
| + | **[[Managing Users]] |
| − | ***[[Publish a Contract Type]]
| + | **[[Managing User Groups]] |
| − | **[[Edit a Contract Type]]
| + | **[[Managing Security Groups]] |
| − | **Attribute
| + | **[[Application Settings]] |
| − | ***[[Add an Attribute]]
| + | **[[Notification Settings]] |
| − | ***[[Edit an Attribute]]
| + | **[[Currencies]] |
| − | **Rule
| + | **[[Reasons]] |
| − | ***[[Create a Rule]]
| + | **[[Legacy Upload]] |
| − | ***[[View/Edit Rules]]
| + | **[[Admin Task]] |
| − | ***[[Create a Contract Type Selection Rule]]
| + | **[[Dashboard Configuration]] |
| − | ***[[Create a Template Selection Rule]]
| + | **[[Action Button Configuration]] |
| − | ***[[Create an Approval Rule]]
| + | **[[Configuring MS Teams with ICI]] |
| − | ***[[Create a Dynamic Attribute Rule]]
| + | *[[Self-Serve Tools]] |
| − | ***[[Create a Dynamic Association Rule]]
| + | *[[Icertis Business Apps]] |
| − | ***[[Create an Event Rule]]
| + | **[[ICI Sourcing App]] |
| − | ***[[Create a Contract Admin Rule]]
| + | **[[ICI Obligation Management]] |
| − | ***[[Create a Notification Rule]]
| + | **[[ICI Risk Management]] |
| − | **Masterdata
| + | **[[ICI Proposal Management]] |
| − | ***[[Create Masterdata]]
| + | **[[ICI Supplier Relationship Management]] |
| − | ***[[Search Masterdata]]
| + | *[[AI Apps]] |
| − | ***[[Edit Masterdata]]
| + | **[[Managing US Federal Contracts using ICI]] |
| − | *[[Clause Management]]
| + | **[[Contract Digitalization]] |
| − | **[[Search a Clause]] | + | **[[Discover AI]] |
| − | **[[Create a Clause]]
| + | **[[Negotiate AI]] |
| − | **Approve/Reject a Clause
| + | **[[Obligation AI]] |
| − | ***[[Send a Clause for Approval]]
| + | **[[Visualize AI]] |
| − | ***[[Approve/Reject a Clause]]
| + | *[[ICI Add-ins]] |
| − | **[[Edit a Clause]]*
| + | **[[Icertis Experience for Word]] |
| − | *[[Template Management]]
| + | **[[Outlook Add-in]] |
| − | **[[Search a Template]] | + | **[[Collaboration experience with Microsoft Teams]] |
| − | **[[Upload a Template in ICM]]
| + | *[[Integrations]] |
| − | ** Create a Template using Microsoft Word
| + | **[[ICI for SAP Ariba Strategic Sourcing]] |
| − | ***[[Install ICM Word Add-in]]
| + | **[[Salesforce]] |
| − | ***[[Create a Template in ICM Word Add-in]]
| + | **[[Microsoft Dynamics CRM]] |
| − | **Approve/Reject a Template
| + | **[[Icertis Experience for Workday]] |
| − | ***[[Send a Template for approval]]
| + | **[[System for Cross Domain Identity Management]] |
| − | ***[[Approve/Reject a Template]]
| + | **[[Using Adobe Sign]] |
| − | **Edit a Template
| + | **[[Using DocuSign]] |
| − | ***[[Edit a Template in ICM]]
| + | **[[Using Namirial eSignAnywhere]] |
| − | ***[[Edit a Template in ICM Word Add-in]]
| + | **[[Generic Integration Framework to Support SFTP Interface]] |
| − | ***[[Add a rule based clause]]
| + | **[[Generic Integration Framework to Support ASB Interface]] |
| − | *[[User Administration]]
| + | *[[ICI Mobile App]] |
| − | **[[Manage Organization Data]]
| + | *[[ICI BOT]] |
| − | **Organization Structure
| + | *[[Release Notes]] |
| − | ***[[Add and Organization Unit]]
| + | |
| − | **Organization Groups
| + | |
| − | ***[[Search an Organization Group]]
| + | |
| − | ***[[Create an Organization Group]]
| + | |
| − | **User Management
| + | |
| − | ***[[Create a New User]]
| + | |
| − | ***[[Provision for a User]]
| + | |
| − | ***[[Edit an Existing User]]
| + | |
| − | ***[[De-provision a User]]
| + | |
| − | ***[[Replace a User]]
| + | |
| − | ***[[Re-provision for a User]]
| + | |
| − | **User Groups
| + | |
| − | ***[[Search a User Group]]
| + | |
| − | ***[[Create a User Group]]
| + | |
| − | **[[View and Edit User Roles]]
| + | |
| − | **[[View and Edit User Role Action Mapping]]
| + | |
| − | **Security Groups
| + | |
| − | ***[[Search a Security Group]]
| + | |
| − | ***[[Create a Security Group]]
| + | |
| − | ***[[Edit a Security Group]]
| + | |
| − | **[[Edit Application Settings]]
| + | |
| − | **Notification Settings
| + | |
| − | ***[[Create Notification Categories]]
| + | |
| − | ***[[Edit Notification Categories]]
| + | |
| − | ***[[Create a Subscription]]
| + | |
| − | ***[[Edit a Subscription]]
| + | |
| − | **Currencies
| + | |
| − | ***[[Search a Currency]]
| + | |
| − | ***[[Create a Currency]]
| + | |
| − | ***[[Edit a Currency]]
| + | |
| − | **Reasons
| + | |
| − | ***[[Search a Reason]]
| + | |
| − | ***[[Create a Reason]]
| + | |
| − | ***[[Edit a Reason]]
| + | |
| − | *[[Agreement Management - Option 1]]
| + | |
| − | **Agreements
| + | |
| − | ***[[Agreements Page]]
| + | |
| − | ***[[Create Agreement Page]]
| + | |
| − | ***[[Requests Page]]
| + | |
| − | ***[[Create Requests Page]]
| + | |
| − | | + | |
| − | ***[[Search Agreements]]
| + | |
| − | ***[[Agreements Details Page]]
| + | |
| − | ***[[Extended Search]]
| + | |
| − | ***[[Create an Agreement from a Contract Request]]
| + | |
| − | **Requests
| + | |
| − | ***[[Requests Page]]
| + | |
| − | ***[[Create Requests Page]]
| + | |
| − | ***[[Search Requests]]
| + | |
| − | ***[[Request Details Page]]
| + | |
| − | **Contract Types
| + | |
| − | ***[[Contract Types Page]]
| + | |
| − | ** Dashboard
| + | |
| − | ***[[Dashboard]]
| + | |
| − | ***[[Edit KPI Tiles]]
| + | |
| − | *[[Agreement Management - Option 2]]
| + | |
| − | **Before Creating an Agreement
| + | |
| − | ***[[Create a New Request]]<br/>
| + | |
| − | ***[[Send a Request for Review]]<br/>
| + | |
| − | ***[[Review a Request]]<br/>
| + | |
| − | ***[[Edit a Request]]<br/>
| + | |
| − | ***[[Send a Request for Approval]]<br/>
| + | |
| − | ***[[Approve a Request]]<br/>
| + | |
| − | ***[[View Request Status]]<br/>
| + | |
| − | ***[[Put Request On Hold]]<br/>
| + | |
| − | ***[[Cancel a Request]]<br/>
| + | |
| − | ***[[Search an Existing Request]]<br/>
| + | |
| − | ***[[Copy an Existing Request]]<br/>
| + | |
| − | ***[[Download and Print Request Information]]
| + | |
| − | **Creating an Agreement
| + | |
| − | ***[[Create a new agreement]]<br/>
| + | |
| − | ***[[Create a new agreement from a contract request]]<br/>
| + | |
| − | ***[[Copy an existing agreement]]<br/>
| + | |
| − | ***[[Add Supporting Documents to Your Contract/Agreement]]<br/>
| + | |
| − | ***[[Add Commitments to Your Contract/Agreement]]<br/>
| + | |
| − | ***[[Send a Contract/Agreement for Review]]<br/>
| + | |
| − | ***[[Review a Contract/Agreement]]<br/>
| + | |
| − | ***[[Create an Associated Document]]<br/>
| + | |
| − | **Managing Existing Agreements
| + | |
| − | ***[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
| + | |
| − | ***[[Download and Print Contract/Agreement Information]]<br/>
| + | |
| − | ***[[Search Contracts/Agreements]]<br/>
| + | |
| − | ***[[Create Smart Link for Agreement]]<br/>
| + | |
| − | ***[[Create Smart Link for Association]]<br/>
| + | |
| − | ***[[Edit a Contract/Agreement]]<br/>
| + | |
| − | ***[[Put Contract/Agreement On Hold]]<br/>
| + | |
| − | ***[[Cancel a Contract/Agreement]]<br/>
| + | |
| − | ***[[Delete a Contract/Agreement]]<br/>
| + | |
| − | ***[[Add and Remove Approvers]]<br/>
| + | |
| − | ***[[Enable and Disable Approvers]]<br/>
| + | |
| − | ***[[Recall an Approval]]<br/>
| + | |
| − | ***[[Approve a Contract/Agreement]]<br/>
| + | |
| − | ***[[Reject a Contract/Agreement]]<br/>
| + | |
| − | ***[[Delegate an Agreement Approval/Review]]<br/>
| + | |
| − | ***[[Review Deviated Clauses]]<br/>
| + | |
| − | ***[[Approve Deviated Clauses]]<br/>
| + | |
| − | ***[[Add Manual Deviation]]<br/>
| + | |
| − | ***[[Fulfill a Commitment]]<br/>
| + | |
| − | ***[[Send an Agreement to External/Third Party Signature]]<br/>
| + | |
| − | ***[[Electronic Signature for Own Paper]]<br/>
| + | |
| − | ***[[Electronic Signature for Third Party Paper]]<br/>
| + | |
| − | ***[[Manual Signature]]<br/>
| + | |
| − | ***[[Search an Associated Document]]<br/>
| + | |
| − | ***[[Approve an Associated Document]]<br/>
| + | |
| − | **After Executing an Agreement
| + | |
| − | ***[[Post-execution review of an agreement]]<br/>
| + | |
| − | ***[[Terminate an agreement]]<br/>
| + | |
| − | ***[[Add amendment to an agreement]]<br/>
| + | |
| − | ***[[Renew an agreement]]
| + | |
| − | **Miscellaneous Topics
| + | |
| − | ***[[View a Contract/Agreement]]<br/>
| + | |
| − | ***[[Send a Message]]<br/>
| + | |
| − | ***[[Save Your Search Results]]<br/>
| + | |
| − | ***[[Export Search Results]]<br/>
| + | |
| − | ***[[Trigger Notification]]<br/>
| + | |
| − | ***[[Add Notes]]<br/>
| + | |
| − | ***[[Install ICM Excel Add-In]]<br/>
| + | |
| − | ***[[Log In to ICM Excel Add-In]]<br/>
| + | |
| − | ***[[Upload Agreements Using ICM Bulk Insert]]<br/>
| + | |
| − | ***[[Upload Agreements to ICM]]<br/>
| + | |
| − | **Contract Types
| + | |
| − | ***[[Contract Types Page]]
| + | |
| | }} | | }} |
