ICIHelp8.2 - User contributions [en]

Install ICM Excel Add-In

2016-11-29T09:51:33Z

175.100.138.178:

[[ICM Help|Home]] > [[Agreement Management]] > Install ICM Excel Add-In 

ICM Excel Add-in is a software program that adds ICM functionality to Microsoft Excel. Once you install the Add-in, it gets integrated with Microsoft Excel. 

== System Requirements ==

- Microsoft Office 2010 and above 
- Microsoft .NET Framework 4.5 and above 
- Visual Studio 2012 Tools for Office Runtime package 

== Installing ICM Excel Add-in ==

To install the ICM Excel Add-In 

1. Double-click the '''setup.exe''' program file on your hard disk to start the Setup program. 

2. In the '''ICM Excel Add-In - InstallShield Wizard''', Click '''Next'''. 

[[File:Welcome xl.jpg]] 

3. Read the '''Readme information''', and then click '''Next'''. 

[[File:Readme xl.jpg]] 

4. Check the settings before you begin the installation, and then click '''Install'''. If you want to review or change any of your installation settings, click '''Back'''. Click '''Cancel''' to exit the wizard. 

[[File:Instll xl.jpg]] 

5. In the '''Do you want to allow the following program from an unknown publisher to make changes to this computer?''' message, Click '''Yes'''. Once the installation completes, the '''InstallShield Wizard Completed''' message appears. 

6. Click '''Finish'''. 

[[File:Wzrd complt.jpg]] 

Once you install the ICM Excel Add-in, the '''ICM Bulk Insert''' tab appears on the Microsoft Excel toolbar. 

[[File:Bulk insrt tab.jpg]]

To learn how to log on to the ICM Excel Add-in, click [[Log_In_to_ICM_Excel_Add-In|[Log In to ICM Excel Add-In | Login to the ICM Excel Add-In]]. 


<link-page pagebefore="Add_Amendment_to_Contract/Agreement|Add Amendment to Contract/Agreement" pageafter="Log_In_to_ICM_Excel_Add-In |Log In to ICM Excel Add-In" />

Manual Signature

2016-11-29T09:50:15Z

175.100.138.178:

[[ICM_Help|Home]] > [[Agreement Management]] > Manual Signature 

An external signatory can review an agreement and then manually sign it by downloading the attachment received in email.
You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. 

To sign an agreement manually: 
1. Open the e-mail that you have received from ICM, and then click '''Download''' to download the attachment that you have received in the mail. 

[[File: manual signmail.png]] 

2. Sign the hard copy of the agreement, and then scan the copy. 

3. On the '''Details''' tab of the agreement, click '''Upload Signed Copy''' . The '''Upload Document''' dialog box appears. 

[[File: upload copy1.png]] 

4. Click '''Select File''', and then upload the signed copy of the agreement. The status of the agreement changes to '''Waiting For Internal Signature'''. 

[[File: upload window.png]] 

Once the external signatory signs an agreement, an e-mail is sent to the internal signatory for signature. 

[[File: internal signmail.png]] 

5. The internal signatory follows steps 1 to 4 for the manual signature. Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''''Executed''''. A notification e-mail is sent to the primary owner, internal signatory, and external signatory. 


<link-page pagebefore="Electronic_Signature_for_Third Party Paper|Electronic Signature for Third Party Paper" pageafter="Post_-_Execution_Review_of_an_Agreement/Contract |Post - Execution Review of an Agreement/Contract" />

Add Manual Deviation

2016-11-29T09:49:17Z

175.100.138.178:

[[ICM_Help|Home]] > [[Agreement Management]] > Add Manual Deviation 

In the third party review, the Third party/Supplier makes modifications to agreement/contract and sends it to the Primary Owner. Primary Owner (you) check for the deviated clause text that might need approval. After reviewing, primary owner(you) add the deviated clause text manually by using the '''Deviations tab'''. Then, primary owner(you) send the contract for further approval. 

<div>
<div style="float:left;width:68%;" >
To add deviations: 
1. On the Agreements page, click[[File:Add icon.jpeg]] to add deviations to an agreement. 
2. On the Agreement Details page, click the Deviations tab. 
3. Click next to Add Deviation. The Add Deviation dialog box appears. 
</div>
</div>
<div style="clear:both"></div>
[[File:Add Manual Deviation1.jpg]] 

4. On the Add Deviation dialog box, add deviation to agreement clauses as follows: 
:a. In the Select Clause box, select the desired clause using the select icon. The Select Clauses dialog box appears. 

[[File:Add Manual Deviation2.jpg]] 

:b. Select the '''clause to which you want to add deviation'''. Alternatively, you can type the clause name, and click [[File:search button.png]] to search a clause. 
:c. Click Add. The clause name appears in the Select Clause box. 
:d. In the Deviated Text box, type the new/updated text. 
:e. In the Comments box, type comments related to deviated clause that you want other users to see. 
:f. Click Save. The 'Deviation added successfully.' message appears. 
:g. Click OK. The deviation appears in the Deviation tab. 

Related Topics: 
[[Review Deviated Clauses]] 


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Approve Deviated Clauses

2016-11-29T09:48:09Z

175.100.138.178:

[[ICM_Help|Home]] > [[Agreement Management]] > Approve Deviated Clauses 

A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
*Contract Admin
*Primary owner
*Approver
*Reviewer
*Deviation approver
You (primary owner) send the reviewed agreement/contract to '''Deviation Approver'''. As a '''Deviation Approver''', you can approve or reject individual clauses inside the agreement if a '''Deviation Approver''' role is assigned to you. 

To approve/reject deviated clauses: 

1. Click the '''agreement/contract link''' that you have received in the email notification. The system navigates you to the '''Deviations''' tab of agreement details page. 

[[File:Approve Deviated Agreement.png]] 

4. Click [[File:View comments.jpg]] to view comments provided by other users in the team or other stakeholders. 

2. Click [[File:Edit icon.jpg]]. The '''Deviation Details''' dialog box displays the comments provided by other users. You can add your own comments too. 

3. After your review, click one of the following buttons: 

* '''Approve''' to approve the clause. 
* '''Reject''' to reject the clause. 
* '''Delegate''' to delegate the task to another user. To learn more, click [[Delegate_an_Agreement_Approval/Review|Delegate an agreement]]. 

The '''History''' tab displays all the events and actions related to the Clause deviations and the approval flow. 


<link-page pagebefore="Review_Deviated_Clauses|Review Deviated Clauses" pageafter="Add_Manual_Deviation |Add Manual Deviation" />

Review Deviated Clauses

2016-11-29T09:47:46Z

175.100.138.178:

[[ICM_Help|Home]] > [[Agreement Management]] > Review Deviated Clauses 

The third party/supplier makes modifications to contract and sends it to you (Primary Owner). Being a Primary Owner, you then review deviated clauses and send it for deviation approval to the '''Deviation Approver'''. 

To review deviated clauses: 

1. Upload the agreement/contract in ICM. 

2. Click [[File:Clause Comparison Report button.jpg]] located on the upper right corner of the '''Agreement Details''' page. ICM identifies the changes made by the third party/supplier and displays them in the '''Clause Comparison Report'''. The modified clauses are flagged as '''Deviated Clauses'''. 

[[File:Review Deviated Clauses1.jpg]] 

The Clause Comparison Report displays the following: 

* The '''Previous Text''' column displays the original clause text. 
* The '''Current Text''' column displays the modified text. Scroll down to see the complete list of changes done for different clauses. 
* The newly added text is highlighted in green. 
* '''Strike through''' represents the text that is removed. 
* The '''History''' tab displays the deviation information. 

3. On the '''Deviations''' tab, click [[File:Edit icon.jpg]] to view the deviation details of a clause. 

[[File:Review Deviated Clauses2.png]] 

On the '''Deviation Details''' dialog box, you can take the following actions: 

* View the changes done in the '''Comments''' box. 
* Review the changes done for clauses, and '''add a comment for each clause'''. These comments will be visible to Deviation Approvers which will help them decide whether they should approve or reject a clause. 

4. Add '''Deviation Approvers''' to the '''Team'''. 

{| class="wikitable" |-style="horizontal:align-top;"
| '''Note''': If the Deviation Approval Rule is defined, deviation approvers are automatically added in the '''Team''' tab. 
|}

Related Topics: 
[[Add Manual Deviation]] 


<link-page pagebefore="Delegate_an_Agreement_Approval/Review|Delegate an Agreement Approval/Review" pageafter="Approve_Deviated_Clauses|Approve Deviated Clauses" />

Trigger Notification

2016-11-29T09:45:19Z

175.100.138.178:

[[ICM Help|Home]] > [[Agreement Management]] > Trigger Notification 

Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Alerts tab. 

Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.

Before triggering a notification, you need to create an agreement and add members to the agreement team.

'''To create an agreement''': 
1. On the ICM Dashboard, click '''Agreement Management'''. 
2. On the '''Agreement Management''' page, click '''Create Agreement'''. 
3. The '''Create Agreement''' page consists of four tabs. 

A. Contract Type Details 
B. Attributes 
C. Select Template 
D. Verify 

'''Contract Type Details'''
{| class="wikitable"
|- style="vertical-align:top;"
!style="height:10px; width:200px; text-align:left;" | '''Field'''
!style="height:10px; width:300px; text-align:left;" | '''Action'''

|- style="horizontal-align:top;"
|style="height:10px; width:200px; text-align:left;" | Category
|style="height:10px; width:300px; text-align:left;" | Select relevant category
|- style="horizontal-align:top;"
|style="height:10px; width:200px; text-align:left;" | Contract Type Name
|style="height:10px; width:300px; text-align:left;" | Select appropriate contract type name

|- style="horizontal-align:top;"
|style="height:10px; width:200px; text-align:left;" | Type Of Paper
|style="height:10px; width:300px; text-align:left;" | Select appropriate type of paper
|}
{| class="wikitable" |-style="horizontal:align-top;"
|'''Note:''' Depending on the type of paper you select, tabs appear differently: 
- If you select the '''Type Of Paper''' as '''Own''', the '''Select Template''' tab appears. The tab displays the relevant templates for the selected contract type. 
- If you select the '''Type Of Paper''' as '''Third Party''', you need to upload a third party agreement. The '''Select Template''' tab does not appear in this case. 
|}

'''Attributes''' 
The fields that appear in '''Attributes''' tab depend on the Contract Type you selected.
Enter the necessary information on this page and click '''Next'''.

'''Select Template''' 
Select the appropriate template from the available list.

'''Verify''' 
The Verify page consists of four buttons. 

-'''Previous''': Click this button to go back to the earlier screen. 
- '''Create''': Click this button to create the agreement. 
-'''Create and Publish''': Click this button to create and publish the agreement. 
-'''Create and Send for Approval''': Click this button to create and send the agreement for approval. 

Let us understand how to trigger a notification. 

'''To trigger a notification''':

* On the '''Agreement Details''' page, in the left pane, click '''Team'''. 
* On the '''Agreement Team'''page, click along '''Add'''. 
* On the '''Add User''' page, select the appropriate user and the role of the user. 
* Select the '''Send Notification''' checkbox to send the notification to the user you added.

'''Note''': You can select the '''Send Notification''' checkbox to send notification to the user you may have removed.

Create Smart Link for Association

2016-11-29T09:38:06Z

175.100.138.178:

[[ICM Help| Home]] >[[Agreement Management]] > Create Smart Link for Association 

Smart link displays all the agreements/associations that are relevant to a particular search criteria (on the '''Agreement Details''' page). You can search specific agreements, save your search, and then create a smart link that appears on the '''Agreement Details''' page. 

For example, you are searching '''SOW (statement of work) associated document''' and search result displayed twenty five associated documents. You can now save this search result as a smart link. It will appear on the '''Agreement Details ''' page. Whenever you click the smart link icon on the '''Agreement Details''' page, you will see all these twenty five associated documents. Your search parameters can be anything as per your business requirements. This you can convert to smart links. Thus, a Smart Link saves the time and efforts in logging out of the current agreement and searching the other agreement records by entering the relevant information. 
Smart Links can be created for agreements and associations. 

<div>
<div style="float:left;width:70%;" >

To set up a smart link for an association we need to select an associated document for a parent contract type and then set up a smart link.

1. Click [[File:Saving your Search1.png]]. The '''Search''' page appears. 

2. In the '''Please select Entities to search''' list, type or select a particular associated document contract type, and then click [[File: Smart link2.jpeg]] 

3. Under '''Search For''', click '''Select Field''' list. Select an appropriate common attribute (common to agreement) from the list. The number in the bracket denotes the number of available items which contain the search term. 
</div>

</div>
<div style="clear:both"></div>

[[File:Smart link10.jpeg]] 

4. Click [[File: Smart link5.jpeg]] on the top right corner of the page. The '''Save Search''' dialogue box appears. 

5. In the '''Save search as''' box, type an appropriate name for your search. 

6. In the '''Smart Link''' box, select '''Yes''' to set up a smart link. 

7. In the '''Edit Query''' box, replace the value of the text in the query bracket with ? (question mark) for example, '''"query"["..."] with "query"["?"]'''. 

8. In the '''Smart link for association''' box, select '''Yes''' to set up an association smart link. 

9. In the '''Associated Contracts''' list, select relevant contract category, and then click '''Save''' to set up a smart link. 

[[File:Smart link11.jpeg]] 

10. To view the smart link, click '''Agreements''' tile. The '''Agreements''' page appears. 

11. In the '''Enter Search here''' box, type the particular agreement type name, and then click [[File:Smart link2.jpeg]] 

12. In the '''Search For''' list, select an attribute value. A list of agreements appear. click [[File: Smart link7.jpeg]]. The particular agreement '''Details''' page appears. 

13. On the Details page, click [[File:Smart link8.jpeg]]. The '''Smart Links''' dialogue box appears that displays a list of smart links. 

[[File:Smart link9.jpeg]] 


<link-page pagebefore="Create_Smart_Link_for_Agreement|Create Smart Link for Agreement " pageafter="Create_a_Fresh_Contract/Agreement |Create a Fresh Contract/Agreement" />