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<font face="Segoe UI">[[ICM_Help|Home]] > [[Template_Management|Template Management]] > Approve/Reject a Template</font>
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= Approving/Rejecting a Template =
 
<div><div style="float:left;width:68%;">
 
<div><div style="float:left;width:68%;">
<font face="Segoe UI">Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. You as an approver have a right to approve or to reject a Template.</font>
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Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can&nbsp;approve or to reject a Template.
  
<font face="Segoe UI">'''To approve a template:'''</font>
 
  
<font face="Segoe UI">1. On the '''Home''' page, click the '''Notifications''' tile, and then the '''Tasks''' tab. A list of tasks pending for your action appear.</font><br/> &nbsp;
 
</div> <div style="clear:both">&nbsp;</div>
 
<font face="Segoe UI">2. Click the template name link that you want to approve. The '''Template Details''' page is displayed.<br/> Click one of the following buttons:</font>
 
  
*<font face="Segoe UI">'''Download''': Click to download the template.</font>
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== Approving a Template ==
*<font face="Segoe UI">'''Edit''': Click to Edit the template.</font>
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*<font face="Segoe UI">'''Approve''' - Click to approve the template.</font>
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*<font face="Segoe UI">'''Reject''' - Click to reject the template.</font>
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<font face="Segoe UI">[[File:Approve template.jpg|RTENOTITLE]]</font>
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To approve a Template:
  
<font face="Segoe UI">3. In the '''Add Note''' dialog box, type appropriate comments, and then click '''Add'''. The status of the template changes to '''Approved'''.<br/> When you click '''Reject''', you have to add your comments and select the reason for rejection. After you approve or reject, the status of the template changes to '''Draft''' and the template has to go through the approval process again.</font>
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1. C'''lick'''&nbsp; "View More" on&nbsp;&nbsp;"My&nbsp;Tasks"&nbsp;on the Dashboard. The "User Tasks" page opens displaying a&nbsp;list of tasks pending for your action.
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<div class="image-green-border">[[File:8.0-Template Management Approval My Task.PNG|720px|8.0-Template Management Approval My Task.PNG]]</div>
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2.&nbsp;'''Click&nbsp;'''the eye icon on the far right of the&nbsp;Template that you want to approve and which is listed&nbsp;as&nbsp;"Approval for [template name]".&nbsp; The "Templates"&nbsp;Details&nbsp;page&nbsp;opens''.''
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<div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px|8.0-Template Management Approval My Task1.PNG]]</div>  
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3. '''Click "'''Download"''&nbsp;''to download the Template and "Edit" to edit the Template on the far right in the title bar.&nbsp;
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<div class="image-green-border">[[File:8.0-Template Management Approval Template Details.PNG|720px|8.0-Template Management Approval Template Details.PNG]]</div>
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4. '''Click "'''Approve". The "Add Note"&nbsp;drawer opens.
  
<font face="Segoe UI">[[File:Add note.jpeg|RTENOTITLE]]</font>
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5. '''Enter '''your comments if any.
  
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6. '''Click "'''Add".&nbsp;The status of the Template changes to "Approved".
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<div class="image-green-border">[[File:8.0-Template Management Approval Template Details1.PNG|720px|8.0-Template Management Approval Template Details1.PNG]]</div>
 
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== Rejecting a Template ==
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<div class="image-green-border">To reject a Template:</div>
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1. '''Click '''"Reject" on the "Templates" Details page.''&nbsp;''The "Add Note"''&nbsp;''drawer&nbsp;opens.&nbsp;
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2. Enter your comments if any.
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<div class="image-green-border" style="clear: both;">3. '''Select '''a Reason&nbsp;for rejecting the template&nbsp;from the "Reason Code" drop-down (This is a mandatory step for Rejection).</div> <div class="image-green-border" style="clear: both;">4. '''Click "'''Add". The status of the Template changes to "Draft" and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template Management Rejecting Template Details1.PNG|720px]]</div>
 
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<font face="Segoe UI"><link-page pageafter="Edit_a_Template_in_ICM| Edit a Template in ICM" pagebefore="Send_a_Template_for_Approval|Send a Template for Approval"></link-page></font></div>
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'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI Word Add-in]]&nbsp;| [[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;| [[Bilingual_Templates|Bilingual_Templates]] </div>

Latest revision as of 14:25, 14 December 2021



Approving/Rejecting a Template

Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can approve or to reject a Template.


Approving a Template

To approve a Template:

1. Click  "View More" on  "My Tasks" on the Dashboard. The "User Tasks" page opens displaying a list of tasks pending for your action.

8.0-Template Management Approval My Task.PNG

2. Click the eye icon on the far right of the Template that you want to approve and which is listed as "Approval for [template name]".  The "Templates" Details page opens.

8.0-Template Management Approval My Task1.PNG

3. Click "Download" to download the Template and "Edit" to edit the Template on the far right in the title bar. 

8.0-Template Management Approval Template Details.PNG

4. Click "Approve". The "Add Note" drawer opens.

5. Enter your comments if any.

6. Click "Add". The status of the Template changes to "Approved".

8.0-Template Management Approval Template Details1.PNG

 

Rejecting a Template

To reject a Template:

1. Click "Reject" on the "Templates" Details page. The "Add Note" drawer opens. 

2. Enter your comments if any.

3. Select a Reason for rejecting the template from the "Reason Code" drop-down (This is a mandatory step for Rejection).
4. Click "Add". The status of the Template changes to "Draft" and the Template has to go through the approval process again.
 
8.0-Template Management Rejecting Template Details1.PNG

 

 

 

Related Topics: Template Management | Create a Template in ICI Word Add-in | Rule | Agreement Management | Clause Management | Bilingual_Templates