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= Approve/Reject a Template =
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= Approving/Rejecting a Template =
 
<div><div style="float:left;width:68%;">
 
<div><div style="float:left;width:68%;">
 
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.
 
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.
  
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To approve a Template:
 
  
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1. C'''lick''' the ''Tasks&nbsp;''tile on the Dashabord. The User Tasks page opens displaying a&nbsp;list of tasks pending for your action.
 
  
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2.&nbsp;'''Click&nbsp;'''the&nbsp;''Template&nbsp;''name link that you want to approve. The&nbsp;''Template Details&nbsp;''page&nbsp;opens.
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== Approving a Template ==
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<div class="image-green-border">[[File:Approve or reject a template 7.8.PNG|RTENOTITLE]]</div>
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3. '''Scroll down''' and c'''lick '''''Download ''to download the Template and ''Edit ''to'''&nbsp;'''edit the Template.&nbsp;
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4. '''Click '''''Approve''. The ''Add Note'' window opens.
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To approve a Template:
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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.
  
 
5. '''Enter '''your comments if any.
 
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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6. '''Click "'''Add".&nbsp;The status of the Template changes to "Approved".
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<div class="image-green-border">[[File:Approve or reject a template Add Note window 7.8.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> </div> <div class="image-green-border" style="clear: both;">To reject a Template:</div> <div class="image-green-border" style="clear: both;">1. '''Click '''''Reject. ''The ''Add Note&nbsp;''window opens.&nbsp;</div> <div class="image-green-border" style="clear: both;">2. Enter your comments if any.</div> <div class="image-green-border" style="clear: both;">3. '''Select '''a reason for rejecting the template&nbsp;from the ''Reason Code'' drop-down (This is a mandatory step).</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:Approve or reject a template reason code 7.8.PNG|RTENOTITLE]]</div>  
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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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'''Related Topics: '''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICM Word Add-in]]&nbsp;|&nbsp;[[Create_a_Template_Selection_Rule|Create a Template Selection Rule]]
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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>
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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
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