ICIHelp8.2 - User contributions [en]

ICI Help

2022-01-21T12:43:05Z

AmolR:

= ICI Help =

Welcome to Icertis Contract Intelligence (ICI) Help! This Wiki is updated to ICI Release 8.0.
<div style="width:100%; height:95px; text-align:left; float:left;"><div style="float:left; width:100%; height:80px; background-color:#f8f8f8; border:1px solid #d3d2d2; margin-right:15px; padding-left:10px;"><div style="color:#2cb036; height:40px; line-height:40px; text-align:left; font-size:18px; font-weight:bold;">Getting Started</div> <div><div style="float:left; margin-right:80px;">[[ICI_Overview|ICI Overview]] [[File:Arrow next graphics.png|Arrow next graphics|link=ICM Overview]]</div> <div style="float:left; margin-right:80px;">[[Basic_Set_Up|Basic Setup]] [[File:Arrow next graphics.png|Arrow next graphics|link=Basic Set Up]]</div> <div style="float:left; margin-right:80px;">[[Glossary|Glossary]] [[File:Arrow next graphics.png|Arrow next graphics|link=Glossary]]  </div> <div style="float:left;margin-right:80px;"> </div> </div> </div> </div>
 

 

 

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2022-01-21T12:42:31Z

AmolR:

File:Configure Icon.png

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AmolR:

File:Clauses Icon.png

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File:Templates Icon.png

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AmolR:

File:Compliance Icon.png

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AmolR:

File:Associations Icon.png

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AmolR:

File:Requests Icon.png

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AmolR:

File:Agreements Icon.png

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AmolR:

File:Home1.png

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AmolR:

File:Associations SelectFilePath.png

2022-01-21T11:16:49Z

AmolR:

File:Summary of Associations.png

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AmolR:

File:CreateAssociation AgreementParameters.png

2022-01-21T09:51:36Z

AmolR:

File:Associations Lookup Search Parent.png

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File:Assocations Home Page.png

2022-01-21T09:36:10Z

AmolR:

Creating Smart Links

2022-01-21T09:33:08Z

AmolR:

= Creating Smart Links =

The Smart links feature is used to display relevant documents, such as agreements and associations for a particular agreement or association. The smart links are displayed on the Agreement Details Page. You can search for a specific agreement, save your search and create a smart link that appears on the Agreement Details Page.

For example, say you are searching for the MSA Agreement'' ''and there a total of 25 records in the search results that match the name of the agreement. You can save these 25 records as a Smart Link. It appears on the Agreement Details Page as a smart link icon''. ''Clicking  this icon displays these 25 agreements''.''

Your search parameters can be based on your business requirements and can be converted to smart links, saving you the time and efforts of navigating away from the current agreement and searching for other records. Smart Links can be created for agreements and associations.

To create a smart link for an agreement:

1. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. '''Click''' "Advanced"  on the Home''page. This opens the Advanced Search page.''

2. '''Click''' "Search" option on the top right corner of the page. The "Save Search" dialogue box appears.

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

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

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

6. '''Click''' "Save" to set up a smart link.
<div class="image-green-border">7. To view the smart link, '''click''' Agreements tile. The "Agreements page appears.</div>
8. '''Click '''"View Smart Links" next to the agreement for which users want to view them. 
<div class="image-green-border">[[File:Agreememts SmartLinks.png|500px|8.0-CreateSmartlinks.PNG]]</div>
8. In the "Enter Search here" box, '''type''' the particular agreement type name, and then '''click''' the "Search"''icon.''

9. In the "Search For" list, select an attribute value. A list of agreements appear. '''Click''' the "View Details"'' ''icon. The particular Agreement "Details" page appears.

10. On the "Details" page, '''click''' the Smart Link icon. The Smart Links window appears that displays a list of smart links.

Related Topics: [[Create_Smart_Link_for_Association|Creating Smart Links for Association]]  

Creating Smart Links

2022-01-21T09:31:30Z

AmolR:

= Creating Smart Links =

The Smart links feature is used to display relevant documents, such as agreements and associations for a particular agreement or association. The smart links are displayed on the Agreement Details Page. You can search for a specific agreement, save your search and create a smart link that appears on the Agreement Details Page.

For example, say you are searching for the MSA Agreement'' ''and there a total of 25 records in the search results that match the name of the agreement. You can save these 25 records as a Smart Link. It appears on the Agreement Details Page as a smart link icon''. ''Clicking  this icon displays these 25 agreements''.''

Your search parameters can be based on your business requirements and can be converted to smart links, saving you the time and efforts of navigating away from the current agreement and searching for other records. Smart Links can be created for agreements and associations.

To create a smart link for an agreement:

1. Perform a search (see Using Advanced Search) to look for the agreement you wish to add smart links to. '''Click''' "Advanced"  on the Home''page. This opens the Advanced Search page.

2. '''Click''' "Search" option on the top right corner of the page. The "Save Search" dialogue box appears.

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

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

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

6. '''Click''' "Save" to set up a smart link.
<div class="image-green-border">7. To view the smart link, '''click''' Agreements tile. The "Agreements page appears.</div>
8. '''Click '''"View Smart Links" next to the agreement for which users want to view them. 
<div class="image-green-border">[[File:Agreememts SmartLinks.png|600px|8.0-CreateSmartlinks.PNG]]</div>
8. In the "Enter Search here" box, '''type''' the particular agreement type name, and then '''click''' the "Search"''icon.''

9. In the "Search For" list, select an attribute value. A list of agreements appear. '''Click''' the "View Details"'' ''icon. The particular Agreement "Details" page appears.

10. On the "Details" page, '''click''' the Smart Link icon. The Smart Links window appears that displays a list of smart links.

Related Topics: [[Create_Smart_Link_for_Association|Creating Smart Links for Association]]  

File:Agreememts SmartLinks.png

2022-01-21T09:30:34Z

AmolR:

Agreements

2022-01-21T09:15:28Z

AmolR:

= Agreements =

The Agreements tile enables you to manage all aspects of creating and editing Agreements from a single page. From this page, you can do the following tasks:

*View and manage all your Agreements on the Agreements page.
*Create new Agreements on the Creating an Agreement.
*Add Amendments to the executed Agreements
*Search, view, and manage all your existing requests on the Requests or index page.
*Create new Requests on the Create Request page.
*Bulk Actions can be taken on group of Agreements 
<div class="image-green-border">[[File:8.0-Agreements-Mangement0.png|720px|8.0-Agreements-Mangement0.png]]</div>
In ICI, the terms Agreement and Contract are used interchangeably and mean the same thing. In this Help, we will use the word Agreement when discussing Agreements, whereas Contracts will be discussed with reference to Contract Types.

While the actual workflow of an Agreement in ICI can be quite complex and involved, it is summarized in these five steps:
<div class="image-green-border">[[File:Agreement Management - Agreement Overview.png|720px|Agreement Management - Agreement Overview.png]]</div>
1. '''Create Contract Request:''' When someone in your organization, such as a department manager wants to engage a vendor for certain services over a length of time, the individual can raise that request with the procurement department that can then work on that Agreement. Depending on the workflow adopted, your organization may:

*Enforce this step so that all contracts are initiated and drafted only by one department, or
*Make this step completely optional, so it can be skipped by someone who is an expert at contracting and its process.

2. '''Create Agreement:''' In this step, the primary owner or the creator of the agreement selects the contract type, selects attributes and template, and verifies the details that you entered in the agreement. See Create Agreement Page for complete details.

3. '''Review Agreement: '''After the primary owner has created an internal draft of the agreement, it is published. The published draft can be sent for review (optional, if decided by the Primary Owner of the Agreement).

4. '''Approve Agreement: '''Once the Agreement is reviewed, it can be sent for approvals to the team of people that are working on this Agreement in various roles.

5. '''Execute Agreement:''' Several people can review and approve the Agreement before it is ready to be signed. After all, approvals are obtained, the Agreement is sent to be signed by both parties. With both parties signing (known as internal and external signatories in ICI), the Agreement is said to be executed and is now in force.

'''Notes:'''<br/> If an incorrect document was initially uploaded by a signatory, a user with the appropriate privilege can upload the correct document even after the agreement is executed. The uploaded document must be a PDF.''' '''The "Executed" state of the Agreement remains unchanged. Only the following roles have this privilege:<br/>    * Primary Owner<br/>    * Secondary Owner<br/>    * Contributor<br/> <br/> If changes are required in the Agreement that is in an "Executed" state, the Primary Owner of the Agreement can add an Amendment. Changes may be required due to any of the following business reasons:<br/>    * The payment terms of the Agreement have changed.<br/>    * The Statement of Work (SOW) in the Agreement has changed.<br/>    * The terms and conditions of the Agreement have changed due to the introduction of new regulations.

6. '''Support Multi-party Agreements''': ICI offers full platform support for multi-party Agreements. You can now use a single system for managing all your Agreements and capture multiple other parties and divisions on an Agreement seamlessly. It allows you to search only metadata instead of searching multiple attributes, thus making it user-friendly. There is no limit on the number of parties that can be added. All parties can sign the Agreements either manually or electronically, based on the signing sequence set in ICI. It also supports parallel signatures independent of the status of either party.

Such Agreements include Non-Disclosure Agreements, Sell Agreements or business-specific Agreements. For example, A healthcare business group needs Contract Types for managing their contracts, but the Mergers and Acquisitions department needs their own Contract Types.<br/>  <br/> Key capabilities of Multi-Party:

*Captures multiple values of Attributes and/or Masterdata
*Tags these multiple instances in the Template
*Supports the signature workflow with these multiple instances of customer data
*Supports multiple Rules (say for approval workflow) based on the individual values selected. For example, in an Agreement, if 3 Divisions are selected, the approval process should support approvals from all 3 divisions.
*Supports visibility in such a one-to-many environment; For example, in the multi-division scenario, the Agreement visibility too should be enabled for multiple divisions.

== Agreement Details  ==

Refer  [[Agreement_Details_Page|Agreement Details Page]] for more details on Agreements.

== Contract Lifecycle Management, Artificial Intelligence, and Bulk Upload ==

For organizations looking to optimize their contract lifecycle management processes and digital transformation, this release includes capabilities to manage the bulk upload of larger volumes of legacy contracts, and Artificial Intelligence (AI) driven enhancements to improve discovery, identification, and digitization of third-party, legacy and federal contracts.

Using ICI, you have the:

*Ability to create US Federal Acquisition Regulations clause repository and to manage US Federal Contracts using ICI.
*Accelerate contract digitalization and management by quickly converting legacy contracts into live contracts with AI-enhanced contract digitization capabilities which also help in AI-powered clause and attribute discovery. Excel-based bulk upload capability to do so at scale.
*Upload legacy Agreements in bulk supporting a larger volume of agreements and other entities using Excel utility.
<div class="related_topics">'''Related Topics:''' [[Searching_agreements_and_requests|Searching Agreements and Requests]] | [[Setting_auto-expiry_for_an_Agreement|Setting auto-expiry for an Agreement]] | [[Bulk_Actions|Bulk Actions]] | [[Admin|Admin]] | [[Associations|Associations]] | [[Compliances|Compliances]] | [[Templates|Templates]] | [[Clauses|Clauses]] | [[Configure|Configure]] | [[Reports|Reports]] | [[Localizing_ICI|Localizing ICI]] | </div>
 

Create Smart Link for Association

2022-01-21T08:48:08Z

AmolR:

= 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 Agreement, 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.<br/> Your search parameters can be anything as per your business requirements. This can be converted to Smart Links.

Hence, 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.<br/> Smart Links can be created for Agreements and Associations.

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''' "Advanced" on the "Home" page. The "Advanced Search" page opens.

2. In the "Please select Entities to search" list, '''Enter''' or '''Select''' a particular Associated Document contract type, and then '''Click '''the Search icon. 

3. Under "Categories", '''Click''' "Select Field" list. Select an appropriate common attribute (common to Agreement) from the list.<br/> The number in the bracket denotes the number of available items which contain the search term.
<div class="image-green-border">[[File:SmartSearch.png|720px]]</div>
4. '''Click''' "Save" on the bottom  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.
<div class="image-green-border">10. To view the smart link, '''Click''' "Agreements" tile. The Agreements page appears.</div>
11. In the "Enter Search here" box, '''type''' the particular agreement type name, and then '''Click''' the "Search" button

12. In the Search For list, select an attribute value. A list of agreements appear. '''Click''' the "View Details" button next to the agreement for which the smarlinks is created. The particular Agreement "Details" page appears.

13. On the "Details" page, '''Click''' . The Smart Links dialogue box appears that displays a list of smart links.

'''Related Topics''': [[Agreements|Agreements]]

File:SmartSearch.png

2022-01-21T08:47:26Z

AmolR:

Compliances

2022-01-21T08:19:03Z

AmolR:

= Compliances =

The Compliances tile enables you to go through all Commitments available and take required actions on them.
<div class="image-green-border">[[File:Compliances Home.png|720px]]</div>
== Understanding Commitments ==

Every Agreement has obligations associated with it. These obligations are known as Commitments. You can manage Commitments by setting up reminders, transaction clauses, review timelines and much more using the "Compliances" tile on the "Home"page''.''

From the Compliances tile you can:

*See the complete list of Commitments available, and search Commitments in a variety of ways in the same way as for Agreements through Searching Agreements and Requests.
*Customize this page. Refer to Navigating in ICI for details.
*Go to the specific Agreement "Details" page for which the Commitment was created by clicking the "View Details"  icon.
*Send customized manual notifications for individual or bulk Commitments.
*View the list of commitments specifically assigned to the logged on user by clicking "Assigned to Me" on Compliances index page. The logged on user can take action on the commitment by clicking the three dots icon next to the commitment and then clicking "Take action on Commitment". 

== Adding Commitments to an Agreement ==

Commitments are reminders of tasks or actions that need to be taken either while creating the Agreement or after its execution. They are added manually to keep track of and ensure that various obligations of the Agreement are being met. While creating the agreement, these Commitments can be towards Rules and Clauses and post-execution for ensuring that certain dates are being met or for exercising the extension option.

You can also add External users and External users with login privilege as business owners of a Commitment. This helps in easy tracking and reporting of Commitments where the external users are supposed to take actions to fulfill those Commitments. This is a configurable feature.

To add a Commitment:

1. '''Click''' the "View Details"  icon next to the Agreement you want to add the commitment to. The Agreement "Details"''page opens.''

2. '''Click''' the "Commitments" section in the left navigation. The existing commitments are displayed if any. 
<div class="image-green-border">[[File:Compliances Details.png|720px]]</div>
3. '''Click '''Select Action (3 dots) icon next to the Commitment text''. ''The available actions are displayed in a drop-down''.''

4. '''Edit '''or '''delete''' the existing Commitment using the Edit Commitment or Delete Commitment'' ''icons.

5. '''Click''' the "Add Commitment"  button to add new commitments. 
<div class="image-green-border">[[File:Add Compliance.png|720px]]</div>
The "Add Commitment"'' ''window opens.
<div class="image-green-border">[[File:Add Compliance Details.png|500px]]</div>
6. Enter the necessary details:

*Commitment Code: this is a system generated code added automatically when you click the "Add Commitment" button.
*Description: '''Type''' in a detailed description of the action or task.  
*Commitment Type: '''select''' the appropriate option from the drop-down list. This helps you classify the type of Commitment this is, for example if it is transaction or risk-based.
*Recurring Commitment: You can set the commitments as recurring. Toggle to "Yes"'' ''and select the Commitment Frequency. The available options are "Weekly", "Monthly", "Quaterly", "SemiYearly" and "Yearly"''.'' For example, if there is a Clause for extension of the Agreement by 1 year, upto 3 times, you can:
**Add a reminder of 1-2 months before the renewal date
**Add instructions to say review extension for another year
**Define start and end dates of the Agreement
**Set this as a transaction, Recurring Commitment
*Start Date: Select the Commitment start date 
*End Date: select a due date for the Commitment. This is the date the Commitment should be completed by.
<div class="image-green-border">[[File:RecurringCommitmentEnabled.png|600px]]</div>
*Business Owner: '''click''' the icon next to the Business Owner'' ''field. The Select User window opens. If the user is already provisioned in ICI '''click''' the desired user name from the list and '''click '''Add. You can also search the user(s) using the Search icon. 
<div class="note-box">'''Note''': ICI enables users to configure the role in which Business Owners of the commitment should be added to the agreement team (for example, Secondary Owner, Observer, etc.). This is achieved through a technical configuration at the contract type level.</div>
 
<div class="image-green-border">[[File:AddUsertoCompliances.png|720px]]</div>
 
<div class="note-box">'''Note''': It is important to select at least one external user with login privilege or internal user in addition to the external user that is selected. This ensures that the commitment can be acted upon by some user who has access to the functionality. The validation shall apply on submitting the Commitment and not on user selection that is when the user clicks ''Add Commitment'' or ''Save Commitment''. Only users that are a part of the Team on the current Agreement will be visible.</div>
'''Adding an External User''': 

1. '''Click '''the "Add External User"'' ''button on the "Select User" window. The "Create External User"'' ''window opens.

2. '''Fill in''' all the mandatory fields such as, Name, Email Address and Language. It’s important to select the appropriate language for the user since the user will receive all the ICI notifications in the selected language.

3. '''Click "'''Save", the user is added in the "Business Owner"'' ''field.
<div class="note-box">'''Note''': A reminder notification is triggered to the external users for completion of the assigned tasks/actions as well for completion if they are provisioned to log into ICI. You can track compliance with the terms and conditions of the Agreement/Amendment holistically.</div>
5. '''Click '''the "Add Commitment" button. The Commitment is displayed in the "Commitments" section of the Agreement Details Page. The Primary and Secondary Owner also have the privilege, similar to the creator to edit or delete the Commitment.

6.'''Click '''the "Select Action" (3 dots) icon next to each Commitment''text. The ''drop-down with available actions opens. The actions are:

*Edit Commitment'': '''''Click '''the action to edit the details of the Commitment. The "Edit Commitment" window opens. Edit the desired fields and then '''click "'''Save". You can edit only the Due Date and Business Owner fields.
*Delete Commitment :  '''Click''' the action to delete the Commitment.
*Copy Commitment : '''Click''' the action to copy the Commitment to create new one.
*Send Notification : '''Click''' the action to send manual notifications for the Commitment.
*View Details: Click the action to view details of the Committment.
<div class="image-green-border">[[File:Committments Actions.png|720px]]</div>
You can define additional details for a Commitment by configuring additional Attributes on the Commitment object. It provides the business owners more context about the Commitments before taking action on them. These extended Attributes are visible to authorized users while creating/editing/viewing the ''Commitment'' record. The following additional attributes can be configured for Commitments.

*Category
*Sub Category
*Reference section and Title
*Cross reference
*Obligation Summary
*Criticality
*Obligation type
*Obligation extract
*Target Value
*Trigger
*Number of days to become overdue
*Remarks

== Fulfilling a Commitment ==

Every Agreement or Contract has obligations associated with it. The obligations are towards the transactions, clauses, and so on. Commitment is like a reminder to fulfil these obligations. For example, reminding supplier about contract expiry.<br/> The Primary Owner creates a commitment to keep a track of a certain task relating to an agreement. The commitment owner on the due date of commitment, takes the appropriate action to fulfil the Commitment. For example, a Commitment may be to remind a supplier to provide necessary information on time , or to renew a contract, and so on.

To fulfil a Commitment:

1. '''Click''' the "Notifications" on the "Home"page. The "Notification Dashboard" opens.

2.''' '''''Click'''''<b> </b>''the "Commitment Notifications"'' ''tab. List of commitments that you need to fulfil are displayed'''.'''

3''.'''''Click '''the option "Commitment Reminder"to see all pending Commitments''. '' You can see the already created Commitment or action taken on Commitment through Commitment Created and Commitment Action Taken options''.'''''<i>  </i>'''

4''. '''''Select''' the checkbox to select the Commitment'''. '''

'''5.  '''Click'''''''' '''"here"''t''o view the selected Commitment in ICI.
<div class="image-green-border">6. Under the Commitments tab, '''click''' the "Actions" (3 dots) icon next to the Commitmentthat you need to take action on. The drop-down with available actions is displayed.</div> <div class="image-green-border"> </div> <div class="image-green-border">7''. '''''Select '''''"''Take action on commitment". A pop-up window opens to display the Add Action Details and the Commitment Details for the Commitment.'' ''</div>
8''. '''''Enter''' the following information in the "Add Action Details" tab:

*'''Type''' the details of the action you have taken on the Commitment in the Action Taken box,. 
*'''Type''' or select the action date from the calendar in the "Action Date" box.
*'''Type''' your remarks if any In the "REMARKS" box  
*'''Select''' one of the following in the Commitment status list: 
**Cancelled
**Failed 
**Postponed
**Succeeded

If you select the status Postponed, the New Expected Completion Date box opens. Type or select the new date from calendar.

9'''. ''' '''Click''' "Select File" to upload supporting documents in the "File" field,.

10. '''Click''' "Save".The message opens as follows:

"Commitment will not be editable anymore. Do you want to continue?"
<div class="image-green-border">10.'''Click''' "Select fields" to add the Commitment State attribute to the Attributes list for a particular Agreement.</div>
 The Select Columns popup opens where you can select the desired attributes and '''click''' Apply to apply the selected fields. 
<div class="image-green-border">Search allows you to search the customized values and the facet Search displays values of the commitment state and the count.</div>
The customized values are also reflected in the existing Reports.

== Send Manual Notifications for Commitments from Commitment-Agreement page ==

Users can send notifications for commitments manually using Send Notification option as and when required. Users can also customize the notification and send for individual commitment or in bulk. 

To send notification for Commitment(s) from agreement-commitment page:

1. '''Click''' Agreements  on the Home page. The Agreement index page opens.

2''.''' '''''<b>Click</b> "View Details" icon next to the agreement, for which you want to send the commitment notifications''. ''For example, ICIAutomationPrimeContract_47. The agreement Details page opens.

3. '''Select''' the "Commitments" tab on the left navigation panel. The list of commitments belonging to the agreement opens.'

4. '''Click '''the "Actions" (3 dots) icon next to the Commitments for which you want to send the notification. The drop-down opens with available actions.

5. '''Click''' "Send Notification"''. ''A notification e-mail is sent to all respective recipients and the Success message''The Reminder Notification was sent successfully is displayed''.''
<div class="image-green-border">[[File:CommittmentNotificationSent.png|720px]]</div>
6. '''Select''' the checkboxes next to the Commitments for which you want to send the notification together in bulk. Selecting more than one commitment will enable the "Send Bulk Notification action.

7. '''Click''' the "Send Bulk Notification" action to select all Commitments together.

'''Click''' the "Send Bulk Notification" button. The notifications e-mails are sent for the selected commitments in bulk and the Success message The Reminder Notification was sent successfully is displayed.
<div class="image-green-border">[[File:8.0-Commitments-Send Bulk Notification.PNG|720px|8.0-Commitments-Send Bulk Notification.PNG]]</div>
'''Note''': Only the Primary Owner, Secondary Owner and commitment creator can send the notifications using Send Notification functionality.'

=== Customizing Notification Template ===

'The default notification template (TriggeredNotificationReminder) would be available to send the notifications for commitments. Authorized users can edit and customize this existing commitment notification template to suit their business needs. 

To edit and customize existing notification template:

1. '''Click '''Admin > Notification Settings > Subscription on the Home page.
<div class="image-green-border">[[File:NoticationSetting Subscription.png|600px]]</div>
The Subscriptions page opens.
<div class="image-green-border">[[File:SubscriptionPage.png|720px]]</div>
2. '''Click''' "Edit" next to the Subscription you want to customize. For example, Triggered Notification Reminder. The "Edit Subscription" page opens.

3. '''Update''' the required details and '''c''''''lick '''"Next".
<div class="image-green-border">[[File:EditSubscriptionFields.png|500px]]</div>
4. The Template tab opens. '''Update '''the required details to cutomize the Template. 
<div class="image-green-border">[[File:8.0-EditSubscription.PNG|720px|8.0-EditSubscription.PNG]]</div>
''' '''5. '''Verify''' the details and '''click '''"Next". The Template will be updated.

=== Accessing Commitment Notification ===

'The recipients can access the Commitment Notifications from: 

*Notification Dashboard
*'Personal E-mail account

To access from the Notification Dashboard:

1.'''Click''' "Notifications" on'' "''Home" page''. ''The'' "''Notifications Dashboard" opens''.''

2. '''Click''' Commitment Notifications ''> ''Commitment Reminder''. ''The list of notification opens.

3. '''Click '''the checkbox next to the Commitment Reminder you want to view. The selected notification opens.

== Copying existing commitments ==

Users can copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied through technical configuration. This will considerably reduce time and efforts required to create individual commitments.'
<div class="note-box">'''Note''': The users authorized to add commitment to the agreement / amendment will also be able to copy and create new commitments from existing list of commitments.</div>
To copy a Commitment:

1.''''Click''' ''''''the "View Details icon next to the agreement you want to add the commitment to. For example, ICIBasicAgreement_293. The agreement "Details" page opens.

2. '''Click''''' ''the Commitments tab in the left navigation. The existing commitments are displayed, if any''.'''''<i> </i>'''

3. '''Click '''the "Actions" (3 dots) icon next to the commitment you want to copy. For example, Risk. The actions available for the selected commitment will be displayed in the drop-down''.''

4. '''Click''' "Copy Commitment". The Add Commitment window opens''. ''
<div class="image-green-border">[[File:CopyCommittment.png|720px]]</div>
On the Copy Commitment window, the attributes will be auto-populated with the values from the source commitment except the ones that have been configured to be excluded from being copied. Users need to manually enter the values for such attributes.
<div class="image-green-border">[[File:CopyCommittmentDetails.png|600px]]</div>
5. '''Edit''' the attributes if required.

6. '''Click''' "Save"''. ''A copy of the commitment is added to the agreement.

'''Related Topics''':''' '''[[Agreement_Management|Agreement Management]] | [[Agreement_Details_Page|Agreement Details Page]]

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Managing Team Members

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= Managing Team Members =

Team members can be added from either the "Team" or the agreement "Details page. Approvers can be added to the team either manually or by creating an approver role. You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICI Administrator. 
<div class="note-box">'''Note''': If you want that the logged-on user should not be able to add self for any roles in the team, then the Administrator can set ''No'' for “Allow adding self in the agreement team in any role”.</div>
== Adding Team Members ==

Follow these steps to add users manually:

1. '''Click''' the "Agreements" tile on the "Home" page. The "Agreements" page opens.

2.'''Click''' the "View Details" icon next to the Agreement you would like to manage the approvers for.

3.'''Click''' "Team" in the left pane. This displays all the existing team members for that Agreement.

4.'''Click''' "ADD NEW MEMBER". The "Add User" window opens.
<div class="image-green-border">[[File:Agreement-Team1.png|720px]]</div>
5. '''Select''' a user or user group. For example, Legal Approvers user group''. ''

6. '''Select '''the role that the user should have. For example, Approver.

You can add a single user or a user group at a time. The role can be one of the following:

*Approver
*Business Owner
*Contract Admin
*Contributor
*Document Owner
*External Reviewer
*Internal Signatory    
*Observer
*Secondary Owner
*Sales Approver
<div class="note-box">'''Note:''' A Secondary Owner can add another Secondary Owner to the Agreement Contract Type team, if required.</div>
 
<div class="image-green-border">[[File:8.0-Add Team 2.PNG|720px|8.0-Add Team 2.PNG]]</div>
 Selecting a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The approval flows sequentially according to the step number.

7. '''Select '''a "Step Number". For example, 1.

8. '''Type '''related comments in the "Add Note" box. These can be specific to the type of approvals that are expected from the selected user.
<div class="image-green-border">[[File:AddUserDetails.png|720px]]</div>
The "Send Notification" checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.

When you select the role which requires any kind of approval and user groups as approvers, the Next button is displayed to set further details of approval process for selected user groups.

9. '''Click "'''Next". The "Add User"''window displays the details of the selected user groups and provides options to configure the number of required approvals.''

10. '''Choose''' either "All"''or "Any"'' to select the number of users depending on your requirements in the "Need Approval From" column for each user group. The "Minimum Required" field is enabled when you select "Any" option.'' ''

11. '''Set''' the "Minimum Required"number of approvals from the total users in a group to move the entity to approved state. By default, the minimum value is 1, whereas the maximum limit will be the total number of users in the respective user group''.''
<div class="note-box">Note: This configuration of required number of approvals is available for Agreement/amendment, contract request, association, masterdata, sub-roles and SDFC, MSCRM Integration. </div>
12.'''Click''' "Add". The users just added are displayed under Team.
<div class="image-green-border">[[File:UserAddedtoTeam.png|720px]]</div> <div class="note-box">
'''Note:''' If you are adding a user:

*who is already added in the team, the system displays an error message stating that the user is already available.
*who is disabled, then a popup is displayed with an error message and an option to ''Enable'' the user.
</div>
When multiple user groups are added as an ad-hoc approvers or reviewers to the agreement, then approval of the agreement is determined by the combined result of actions taken by users from each group following the minimum required approvals setting.

== Removing Team Members ==

You can only remove the users that were manually added. Users and approvers defined by a rule cannot be removed. Follow these steps to remove users manually:

#'''Click''' "Agreements" tile on "Home" page. The "Agreements" Page opens.
#'''Click''' the "View Details" icon next to the Agreement you would like to manage the approvers for.
#'''Click''' "Team" in the left pane. This displays all the existing team members for that Agreement.
#'''Click''' next to the Approver that you wish to remove. Note that you can remove only one user at a time. This opens a dialog box where you musty enter comments for why the user is being removed from the team. Type the required comments.
#The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications.
#'''Click''' "Submit"'' ''to remove the user.    

'''Related Topics:''' [[Agreement_Details_Page|Agreement Details]]  |  [[Team|Team]]  

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Setting auto-expiry for an Agreement

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= Setting auto-expiry for an Agreement =

You can set a date on which any agreement should auto-expire. The agreement expires and will no longer be in force after this date. You can set the date either at the time of creating the agreement or while editing it. The expiration date cannot be a past or the current date; it must be a future date.

To set the auto-expiration of an agreement:

1. '''Click''' "Agreements" on the "Home" page and then '''click '''"Create" on the "Agreements" page. The''"''Create Agreement''"''page opens.

2. '''Enter''' the Contract Type Details under the Contract Type Details section.

3. '''Click''' "Next" to go to "Attributes" section.

4. '''Select''' the "Effective Date" of the contract.

5. '''Select '''or '''enter '''the tenure of the agreement in the "Tenure in months" box.

6. '''Select''' the expiry date for the agreement in the "Expiry Date" box, .
<div class="image-green-border">[[File:Agreements-Auto-Expiry-Dates.png|500px]]<br/>  </div>
=== '''Set the auto-expiry date for an agreement while editing the agreement''' ===

To set the auto-expiry date of an agreement:

1. '''Click''' the "Agreements" tile on the "Home" page. The Agreements page displays the list of existing agreements.

2. '''Click '''the "View Details" icon to open the agreement that you want to edit. The agreement "Details" page opens.

3. '''Click''' "Edit".

4. '''Open''' the Key Dates section .

5. '''Select''' the Effective Date of the contract.

6. '''Select''' or '''enter''' the tenure of the agreement in the Tenure in months box, .

7. '''Select''' the expiry date for the agreement in the Expiry Date box,

8. '''Click''' Update.

'''Related Topics''':  [[Agreement_Management|Agreement Management]] | [[Agreements|Agreements]]

File:Agreements-Auto-Expiry-Dates.png

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Manual Signature

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= Manual Signature =

An external signatory can download the attachment received by email, review it and sign it manually . You may want to read Sending an Agreement for Third Party Signature before you begin the following task.

To manually sign an agreement:

1. '''Open '''the email received from ICI and '''click''' "Download" to download the attachment.
<div class="image-green-border">[[File:Manual signmail.png|RTENOTITLE]]</div>
2. '''Sign''' the hard copy of the agreement and then scan the copy.

3. '''Click''' "Upload Signed Copy"'' ''on the Agreement Details Page. This opens the "Upload Document" window.
<div class="image-green-border">4. '''Click''' "Select File"'' ''and '''upload''' the signed copy of the agreement. The status of the agreement changes to "Waiting For Internal Signature".</div> <div class="image-green-border"> </div> <div class="image-green-border">5. Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Internal signmail.png|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': The internal signatory can follow steps 1 to 4 for manual signature.</div>
While creating Contract Type if Internal Signatory date and External Signatory date attributes were selected, then any signatory either the External or the Internal, will also get Select Datefield to select the correct signing date, while uploading the document. Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''Executed.''<br/> A notification e-mail is sent to the primary owner, internal signatory, and external signatory.

== Execute an agreement without uploading signed document  ==

Previously in ICI, users could not move agreements and amendments from Waiting For Signature to Executed state, without uploading the supporting document, in case of manually signed agreements. Users can now skip uploading the document, to move agreements from Waiting For External Signature or Waiting For Internal Signature to the Executed - (Pending Signed Document) state.

Users can then search or create a saved search for such agreements and upload the required documents later using the Upload Fully Signed Copy action.

Notifications can be configured to inform users about skipped document uploads, so that users can cover for delays occurring due to the scan and upload process, while executing a large volume of documents. <br/> This functionality is available for agreements, amendments and orphan amendments.

To skip uploading a signed document: 

1. '''Click''' "Agreements" on the "Home" page. The Agreement Index page opens.

2. '''Click''' the "View Details" icon corresponding to the Agreement you want to open which is in the Waiting For External/Internal Signature from user state. For example, Basic Agreement. The Agreement Details page opens.
<div class="image-green-border">3. '''Click''' Skip Upload And Execute. The confirmation message window opens.</div> <div class="image-green-border">[[File:SkipExecute-Confirmation - Copy.png|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">4. '''Click''' Yes. The agreement will move to the Executed (Pending Signed Document) status.</div> <div class="image-green-border">[[File:SkipExecute-Confirmation.png|300px|SkipExecute-Confirmation.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:ExcutedPendingSignedDocument.png|720px]]</div>
The Upload Fully Signed Copy action button becomes available. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.

Users can search the agreements that are executed without uploading the signed document later, from the Categories facet search using the seeded attribute "Is Executed Without Signed Copy" as "True". All available agreements in Executed (Pending Signed Document) will be filtered and displayed in grid.
<div class="image-green-border">[[File:IsExecuted Filter-True.png|720px]]</div>
5. '''Click''' "View Details" of the desired agreement. '''Click''' Upload Fully Signed Copy. The Upload Document window opens.
<div class="image-green-border">[[File:UploadFullySignedCopy1.png|720px|8.0-ManualSignature2.PNG]]</div>
6. '''Click''' Select File. The window to browse and select the file opens.
<div class="image-green-border">[[File:ManualSignature UploadFile.png|720px]]</div>
7. '''Select''' a file and '''click''' Open. For example, ICI Basic Agreement. The file is selected for upload.
<div class="image-green-border">[[File:FileSelect.png|300px]]</div> <div class="note-box">Note: Only PDF files can be uploaded.</div>
8. '''Click '''"Upload File".
<div class="image-green-border">The agreement status changes to Executed and a new version of the agreement is created with the uploaded file.</div>
All actions applicable to the executed state, such as Add Amendment, Initiate Termination, and so on, will become available and the Upload Fully Signed Copy action button is not displayed anymore.

'''Notes''': 

*The Skip Upload And Execute and Upload Fully Signed Copy actions are available for Primary Owner, Secondary Owner, Contract Admin and Business Owner. The access can be controlled through role-action mapping.
*In case of Hybrid signature process, the Skip Upload And Execute button will be available only for the last signatories with manual signature.

'''Related Topics:''' [[Electronic_Signature_for_Own_Paper|Electronic_Signature_for_Own_Paper]] | [[Sending_an_Agreement_for_Third_Party_Signature|Sending an Agreement for Third Party Signature]] | [[Sending_an_Agreement_for_Parallel_Signature|Sending an Agreement for Parallel Signature]]

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