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<br/> To add the the next version of the Agreement received over Outlook Email:<br/> 1. '''Open''' the Email with the next version of the Agreement.<br/> 2. '''Open''' the ICM Outlook Add-in.<br/> 3. On the ''Details ''tab, '''click '''Select ICM Agreement / Association to look for the Agreement that you want to upload as the next version. | <br/> To add the the next version of the Agreement received over Outlook Email:<br/> 1. '''Open''' the Email with the next version of the Agreement.<br/> 2. '''Open''' the ICM Outlook Add-in.<br/> 3. On the ''Details ''tab, '''click '''Select ICM Agreement / Association to look for the Agreement that you want to upload as the next version. | ||
| − | + | <div class="image-green-border">[[File:Email Outlook Plugin 1.png|860px|Email Outlook Plugin 1]]</div> | |
4. '''Click''' ''Select Email Attachment'' that you want to upload from the drop-down.<br/> 5. '''Click''' ''Upload''. | 4. '''Click''' ''Select Email Attachment'' that you want to upload from the drop-down.<br/> 5. '''Click''' ''Upload''. | ||
| − | The ''File(s) uploaded successfully ''message is displayed. If the Agreement fails to be attached, then a message will be displayed indicating that you can retry sending the | + | The ''File(s) uploaded successfully ''message is displayed. If the Agreement fails to be attached, then a message will be displayed indicating that you can retry sending the Attachment. |
| − | + | <div class="image-green-border">[[File:Email Outlook Plugin 2.png|860px|Email Outlook Plugin 2]]</div> | |
You can ''Preview'' the Agreement in the ICM application on the Agreement ''Details ''page. | You can ''Preview'' the Agreement in the ICM application on the Agreement ''Details ''page. | ||
| − | + | <div class="image-green-border">[[File:Email Outlook Plugin 3.png|860px|Email Outlook Plugin 3]]</div> | |
| − | + | ||
| − | + | ||
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<br/> To add the next version of the Associated Document received over Outlook Email to the Agreement :<br/> 1. '''Open '''the Email with the Associated Documents.<br/> 2. '''Open '''the ICM Outlook Add-in. | <br/> To add the next version of the Associated Document received over Outlook Email to the Agreement :<br/> 1. '''Open '''the Email with the Associated Documents.<br/> 2. '''Open '''the ICM Outlook Add-in. | ||
| − | 3. On the ''Details'' tab,'''click''' ''Select ICM Agreement / Association'' to add the next version of the Association.<br/> 4. '''Select '''the document that you need to attach from the list. For example, Payment Details. | + | 3. On the ''Details'' tab,'''click''' ''Select ICM Agreement / Association'' to add the next version of the Association. |
| − | + | <div class="image-green-border">[[File:Email Outlook Plugin 4.png|860px|Email Outlook Plugin 4]]<br/> 4. '''Select '''the document that you need to attach from the list. For example, ''Payment Details''. </div> <div class="image-green-border">[[File:Email Outlook Plugin 5.png|860px|Email Outlook Plugin 5]]</div> | |
| − | 5. '''Click''' the ''View Record'' icon to view the | + | 5. '''Click''' the ''View Record'' icon to view the Attachment details. |
| + | <div class="image-green-border">[[File:Email Outlook Plugin 6.png|860px|Email Outlook Plugin 6]]</div> | ||
| + | 6. '''Click '''the ''Preview'' icon to view the Attachment. | ||
| + | <div class="image-green-border">[[File:Email Outlook Plugin 7.png|860px|Email Outlook Plugin 7]]</div> | ||
| + | | ||
== Creating a new instance of an Association and adding an Associated Document received over MS Outlook Email == | == Creating a new instance of an Association and adding an Associated Document received over MS Outlook Email == | ||
| − | To create a new instance of an Association and add the Associated Document received over Outlook Email to the Agreement:<br/> 1. On the ''Details'' tab,'''click''' ''Select ICM Agreement / Association ''to create a new instance of the Association. For example, adding an Association to the''Payment Details A''ssociation.<br/> 2. Enter a name for the new instance of the Association.<br/> 3. '''Click''' the ''Add Association'' button to add the new instance of the Association.<br/> 4. '''Click '''the ''Select Email Attachment'' field to select the document that you want to attach to the newly created instance.<br/> 5.'''Click''' ''Upload''. The document is now attached to the newly created instance. The ''File(s) uploaded successfully'' message is displayed. | + | To create a new instance of an Association and add the Associated Document received over Outlook Email to the Agreement:<br/> 1. On the ''Details'' tab,'''click''' ''Select ICM Agreement / Association ''to create a new instance of the Association. For example, adding an Association to the''Payment Details A''ssociation.<br/> 2. Enter a name for the new instance of the Association.<br/> 3. '''Click''' the ''Add Association'' button to add the new instance of the Association. |
| − | <div class="note-box">'''Note: '''The Association is only created with the name. The remaining mandatory fields need to be entered in the ICM application. </div> | + | <div class="image-green-border">[[File:Email Outlook Plugin 8.png|860px|Email Outlook Plugin 8]]</div> <div class="image-green-border"><br/> 4. '''Click '''the ''Select Email Attachment'' field to select the document that you want to attach to the newly created instance.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Email Outlook Plugin 9.png|860px|Email Outlook Plugin 9]]</div> <div class="image-green-border"><br/> 5.'''Click''' ''Upload''. The document is now attached to the newly created instance. The ''File(s) uploaded successfully'' message is displayed.</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''The Association is only created with the name. The remaining mandatory fields need to be entered in the ICM application. </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Email Outlook Plugin 10.png|860px|Email Outlook Plugin 10]]</div> |
6. The document is now available on the ''Associations'' tab in the ICM application as the next version. | 6. The document is now available on the ''Associations'' tab in the ICM application as the next version. | ||
Revision as of 12:41, 24 August 2019
Contents
Outlook Add-in
With this release, a new .JS version of the ICM Outlook Plugin has been introduced. The overall turnaround time for the author is reduced as he no longer needs to download the documents to the local machine, then switch applications and log in to ICM, search the Agreement and then upload the documents.
The provisioned user can now:
- Upload the next version of the Agreement document received over an Email to the Agreement
- Upload the next version of the Associated document (supporting Attachments) received over an Email to the Agreement
- Create a new Association instance and then upload the Associated Document received over an Email to the Agreement
The configuration of the Outlook Add-in is driven by the Masterdata, whereas the list of Agreements and their details are configured by the Saved Searches. You can configure multiple saved searches. This is available for MS Outlook online as well as the Desktop client for version … & above.
Uploading the next version of an Agreement received over MS Outlook Email
To add the the next version of the Agreement received over Outlook Email:
1. Open the Email with the next version of the Agreement.
2. Open the ICM Outlook Add-in.
3. On the Details tab, click Select ICM Agreement / Association to look for the Agreement that you want to upload as the next version.
4. Click Select Email Attachment that you want to upload from the drop-down.
5. Click Upload.
The File(s) uploaded successfully message is displayed. If the Agreement fails to be attached, then a message will be displayed indicating that you can retry sending the Attachment.
You can Preview the Agreement in the ICM application on the Agreement Details page.
Adding the next version of the Associated Document received over MS Outlook Email to the Agreement
To add the next version of the Associated Document received over Outlook Email to the Agreement :
1. Open the Email with the Associated Documents.
2. Open the ICM Outlook Add-in.
3. On the Details tab,click Select ICM Agreement / Association to add the next version of the Association.
4. Select the document that you need to attach from the list. For example, Payment Details.
5. Click the View Record icon to view the Attachment details.
6. Click the Preview icon to view the Attachment.
Creating a new instance of an Association and adding an Associated Document received over MS Outlook Email
To create a new instance of an Association and add the Associated Document received over Outlook Email to the Agreement:
1. On the Details tab,click Select ICM Agreement / Association to create a new instance of the Association. For example, adding an Association to thePayment Details Association.
2. Enter a name for the new instance of the Association.
3. Click the Add Association button to add the new instance of the Association.
4. Click the Select Email Attachment field to select the document that you want to attach to the newly created instance.
5.Click Upload. The document is now attached to the newly created instance. The File(s) uploaded successfully message is displayed.
6. The document is now available on the Associations tab in the ICM application as the next version.
Related Topics: ICM Word Add-in | ICM Excel Add-in | Template Management |
