ICIHelp8.2 - User contributions [en]

Team

2022-01-19T12:28:07Z

AmolRedij:

= Team =

The Team tab displays the users with their roles assigned to the team of a specific Agreement. ICI allows you to take workflow actions on approvers from the ''Progress'' view of the''Team'' tab itself so that you don’t need to navigate to the grid and list view to take these actions:

*Search any user by either using the "Grid"'', "''Tile"''or "Progress" view'''''.'''''
*Add any user to the "Team"''from either of the views.''
*Remove any user from the Team.
*Reassign a user.
*Enable/ Disable approvers.
*View the graphical representation of the Agreement lifecycle through the "Progress" view. It displays the different states that the Agreement has been through and the actions taken on it by various team members.  
*View the Notes added by individual approvers by a mouse-hover on the individual Approver in Progress view to see the Notes added by him/her during approval or rejection. Hence, you get all the relevant details in one place, without navigating to multiple tabs to get this information.
*View if a user is defined by a rule or not, in the ''By Rule'' column. The column displays ''Yes'' with a hyperlink if the user is defined by a rule. Clicking the hyperlink opens a window with the team member’s name and all the rule details. Any team members added via Event Rule will have “By rule” column as “No”.

ICI also displays the time duration for pending tasks on the ''Teams'' tab of any entity that has a workflow. Displaying the days and hours for pending tasks allows the user to easily know how long a task has been pending with the approver, reviewer, deviation approver or the signatory. It is also displayed for individual team members (not groups) and active members who are enabled and at the current step.  

Let’s go through each view in detail.

'''Grid View:'''

Grid view dramatically reduces the time required to go through the complete list of team members to find a specific one. Through this view, you can easily refine your search for any specific team member. The search results are displayed in a tabular form. You can further sort your results by using ''Filter'' provided in every column. 

The time duration is displayed on mouse hover in the ''Action Status'' column for the applicable task. Both - the ''clock ''icon displaying the Task status and the ''Pending message'' are displayed in a single column, instead of displaying them in two different columns unlike the "Progress" and "Tile" views.
<div class="note-box">'''Note: '''In case of delegations, the total duration till now is displayed in the name of the original task owner. However, for the delegate, the duration since the task has been delegated to the user is displayed.</div>
Follow these steps to search the log:

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

2. '''Click''' "View Details" icon next to the Agreement, whose Team you want to manage.
<div class="image-green-border">[[File:ViewDetails Agreement.png|720px]]</div>
3. '''Click''' "Team" in the left pane. This displays all existing team members along with their roles. By default, "Grid"''is selected.''

You can refine your search by selecting the "Status"''provided:''

:
:*All: displays all the team members assigned to the Agreement team, irrespective of their roles.
:*Approvers: displays the team members assigned as an Approver.
:*Core: displays the team members assigned as a Primary and Secondary Owner.
:*Extended: displays the team members assigned as a Business Owner, Observer and Reviewer.  
:*Signatories: displays the team members assigned as Signatories.

The results matching your selection are displayed on the page in a tabular form.

You can refine your search further using the "Refine Search" field. For example, type initials of "User Name" who created the Agreement or type initials of the "Team"''Role. This filters the results to display only those records that match your search.''

4. Sort your search results by clicking the ''Filter'' icon provided in each column. '''Click '''Filter icon and choose options relevant to your search in the fields''.''

'''Tile View:'''

This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories. In the "Tile" view, the time duration is displayed in days and hours reflecting the duration that the task has been pending for a user action.
<div class="image-green-border">[[File:8.0-Team-TileView.PNG|720px|8.0-Team-TileView.PNG]]</div>
You can perform following actions on the team members through ''Grid, Tile or Progress view''':'''''

*Reassign: click to reassign a different Approver for the Agreement in ''Waiting For Approval'' state. This takes the previously assigned Approver completely out of the Agreement lifecycle. While doing so you can add a note with the reason for reassigning the approver. It is helpful, if an assigned Approver is either the wrong person or is busy. 
*Enable: click to roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user.
*Disable: click to disable a specific user who is not required in the team at present. The disabled user still stays in the team and can be enabled anytime when needed.
*Remove: click to remove the user from the team, if required.
<div class="note-box">'''Note:''' If you are adding a user: 
*who is already added in the team system displays an error message stating that the user is already available.
*who is already added in the team but disabled, then a popup is displayed with an error message and an option to ''Enable'' the user.
</div>
'''Progress View'''

The ''Progress'' view displays the graphical form'' ''of the Agreement workflow, from ''Draft'' to ''Executed'' state. This view contains three sections which displays different phases of an Agreement. The Progress view can be viewed only after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey. In the ''Progress'' view, the time duration is displayed in days and hours reflecting the duration that the task has been pending for a user action.
<div class="image-green-border">[[File:8.0-Team-ProgressView.PNG|720px|8.0-Team-ProgressView.PNG]]</div>
The three sections of "Progress"'' ''view are:

*'''Generate''' -  this section displays Primary Owner and Secondary Owner with their names, if selected for the specific Agreement. By default, ''Generate'' section will be green as Agreement is created.
*'''Approval''' – this section displays different approvers for various steps in separate boxes. It also displays how many approvals are important for each Step for example, if at Step 1 there are 3 approvers assigned, but only 1 approval is needed then it will display 1 of 3 required. The Approval section stays in grey colour until any of the approver has approved the Agreement. If the Approver rejects the agreement, it still stays in grey colour. For example, if at Step 1 there are 2 approvers, the first approver accepts the agreement which turns the approver section in green colour. But if the second approver rejects it the approvers section again goes back to grey colour. The thumps up icon is displayed next to the approver who has approved the Agreement. If you hover over any user listed in this section, you can view the notes added by the user while taking an action.
*'''Check & Sign - '''this section displays external and internal signatories in different boxes.

 

== Configuring the No Team Available message ==

In ICI, users may encounter specific workflow configurations, such as the self-approval process, that do not require users added to the team. The “No Team Available” message, displayed in such cases, adds to the number of non-value clicks for users to continue. <br/> ICI now can suppress this message through technical configuration, thereby minimizing the number of unnecessary clicks. <br/> Administrators can: 

*Selectively enable or disable the “No Team Available” message window, at the entity contract type level, appearing at various states. 
*Disable the “No Team Available” message window altogether, at the instance level, for all entities. The instance level settings will override the entity level settings. 

This capability is available across ICI for all entities, events, add-ins, and integrations in ICI.<br/>  

 

== Adding a Team member ==

To add a team member through Team tab follow the below steps:

1. '''Click''' "Add New Member" on the "Team" page.
<div class="image-green-border">[[File:8.0- Team-Add New Member.PNG|720px|8.0- Team-Add New Member.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The "Add User" dialog box is displayed.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0- Team-Add New Member1.PNG|720px|8.0- Team-Add New Member1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' "Select Role" to select a role of the user being added.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0- Team-SelectRole.PNG|720px|8.0- Team-SelectRole.PNG]]</div> <div class="image-green-border"> </div> <div class="note-box"><font face="Segoe UI">'''Note''': When you select an Approver role in the Select Role list, a Step Number box appears. Type a number in the box. This number denotes the respective approver's hierarchy for an approval.</font></div>
<font face="Segoe UI">3. '''Click''' "Add" to add the user. The user name and the role appears as a tile.</font>

<font face="Segoe UI">4. '''Select''' a user to remove and '''click''' "REMOVE" if you want to remove a user from the list.</font>
<div class="image-green-border">[[File:8.0-Team-RemoveTeam Member.PNG|720px|8.0-Team-RemoveTeam Member.PNG]]</div>
 

'''Related Topics:''' [[Managing_Team_Members|Managing Team Members]]  |  [[Agreement_Details_Page|Agreement Details]]  

File:ViewDetails Agreement.png

2022-01-19T12:27:20Z

AmolRedij:

Generate a Report

2022-01-19T12:19:09Z

AmolRedij:

= Generate a Report =

<font face="Segoe UI">Using the Reports feature you can generate various types of reports.</font>

=== <font face="Segoe UI">'''To generate a Report:'''</font> ===

1. '''Click''' the "Reports" tile on the "Home" page. The Reports page opens. You can view all the default and custom report templates.

2. '''Select''' an option from the "Defaults Reports" drop-down menu. You can view "All", "Legal" & "Compliance", "Workflow" or "Admin" Reports''.''
<div class="image-green-border">[[File:ListofDefaultReports.png|450px]]</div>
The Reports will be displayed depending on the category you select.

3.  '''Click''' the tile for the type of report you want to generate.
<div class="image-green-border">[[File:SelectTheTypeofReport.png|600px]]</div>
5. Select the required filters and '''click''' the "View Report" button.
<div class="image-green-border">[[File:SelectingReportFilters.png|720px]]</div>
6.  Based on the combination of selected filters, the report is displayed with appropriate columns.
<div class="image-green-border">[[File:DispalyReports on Filters.png|720px]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' If you do not select a filter or apply incorrect filters, you see a message that filter parameters cannot be blank.</div>
<font face="Segoe UI">You can now export the report into Excel, CSV, or PDF.</font>
<div class="image-green-border"><font face="Segoe UI">[[File:Reports Export1.png|720px|Reports Export.png]]</font></div>

File:DispalyReports on Filters.png

2022-01-19T12:17:36Z

AmolRedij:

File:SelectingReportFilters.png

2022-01-19T12:14:39Z

AmolRedij:

File:SelectTheTypeofReport.png

2022-01-19T12:10:39Z

AmolRedij:

File:ListofDefaultReports.png

2022-01-19T12:05:01Z

AmolRedij:

Contract Digitalization

2022-01-19T12:01:05Z

AmolRedij:

= Contract Digitalization =

ICI includes important capabilities to help you manage legacy contracts using Artificial Intelligence (AI). To manage them effectively, ICI supports the following features:

*Converting legacy contracts (PDF and Images) into machine searchable documents
*Converting unstructured contracts into structured contracts by identifying the metadata attributes (including ''String, Data, Date, Email, Boolean, User, ''and ''Lookup)'' in the contracts
*Identifying and extracting clauses from the contract
*Excel-based Bulk Upload capability that processes legacy contracts with attribute extraction in bulk 
*Visual cues on AI confidence on extracted information in Excel

You can quickly find a relevant contract through search on text or metadata, and analyze the presence or absence of clauses to identify hidden risks. You can also easily perform lifecycle actions such as renewal, terminate, amend and assign, as well as perform bulk actions to comply with changing regulations.

== Create Attribute for Clause Discovery ==

To manage legacy contracts using AI, you need to first create an attribute Clause Discovery Type.

To create an atttribute, do the following:

<br/> 1. '''Click''' "Agreements" tile on the Home page. The Agreements page opens.

2. '''Click''' "Create" button on the Agreements page. The Create Agreement page opens.

3. '''Select''' "Category". For example, Default.

4. '''Select''' "Contract Type Name". For example, MandatoryClauseCT.

5. '''Select '''"Third Party" from the Type of Paper drop-down list.
<div class="image-green-border">[[File:Create Agreement2.png|720px|Create Agreement2.png]]</div>
5. '''Click '''"Next".<br/> 6. On the Attributes page, '''click''' AI Model (which is a mandatory field). <br/> 7. '''Select''' DiscoverAI Standard from the drop-down to use AI to discover the clauses. 
<div class="image-green-border">[[File:AI Model Values.png|720px|AI Model Values.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''Selecting the None option from the drop-down creates a regular third party Agreement.</div>
8. '''Click '''"Select File" in the File Path field. You can select a PDF or .docx legacy file which you want to be discovered. 
<div class="image-green-border">[[File:File Attributes Discover.png|720px|File Attributes Discover.png]]</div>
9. '''Click''' Discover to view the attributes discovered from the uploaded file.
<div class="note-box">'''Note:''' <br/> - Using AI, there will be a mapping of the attributes that you want to get discovered from the selected legacy file. For example, if the uploaded file with a Contract Value, that value will get discovered and populated in the Contract Value field. <br/> - The attributes that you want to be discovered can also be configured.</div>
9. '''Click''' "Next". <br/> 10. On the Verify page, '''click''' "Create and Publish". 
<div class="image-green-border">[[File:Create and Publish.png|720px|Create and Publish.png]]</div>
The left side menu will now have AI Insights as a new menu option. Under this menu you will notice two sub-menus AI Discovery and AI Studio

*AI Discovery: displays the metadata values of the discovered clauses from the uploaded legacy document
*AI Studio: is a dashboard for displaying the summary of various types of discovered clauses

11. '''Click''' the ''"''AI Discovery" menu option. The values that have been fetched from the uploaded legacy file are displayed. You can different discovered data such as Clauses, Attributes, Tables, and Obligations.
<div class="image-green-border">[[File:Discovered Data1.png|720px|Discovered Data1.png]]</div>
12. '''Click''' the AI Studio menu. You can view the summary of discovered data, as well as view the details of individual entities.
<div class="image-green-border">[[File:Studio AI Dashboard.png|720px]]</div>
You can review the discovered clauses and compare them for any deviation.

13. '''Click''' the "Elipses" button next to the Clause name. A Review button will pop-up.

14. Click the Review button. This opens a Review Clause window.

15. You can perform the following actions on this window:

*Ignore the review
*Defer the review for a later time
*Compare the the discovered clause for any deviation. 
<div class="image-green-border">[[File:Confirm Deviation.png|720px|Confirm Deviation.png]]</div>
17. '''Click''' "Confirm with Deviation". A pop to Add Note opens.

18. '''Add''' an appropriate note, and then '''click''' "Confirm". A deviation analysis is done.<br/>  
<div class="note-box">'''Note: '''The deviation logic is complete only on clicking the ''Finish ''button. The Deviation count will change to 1 on the ''Deviation''s tab. The regular deviation process continues hereon.</div>
== Downloading Matched Clauses to Excel ==

The Clauses from the uploaded document are discovered and extracted. These discovered clauses will appear on the AI Discovery menu as descibed in the above section. These clauses can be exported to Excel for convenient offline reviews as follows:<br/> 1. '''Click''' the "Export"'' button ''to download the clause data in Excel format.
<div class="image-green-border">[[File:Excel Export.png|720px|Excel Export.png]]</div>
'''Related Topics:''' [[Discover_AI|DiscoverAI]] | [[Negotiate_AI|NegotiateAI]] | [[Obligation_AI|ObligationAI]] | [[Visualize_AI|VisualizeAI]]

File:Studio AI Dashboard.png

2022-01-19T11:59:17Z

AmolRedij:

Localizing ICI

2022-01-19T11:34:02Z

AmolRedij:

= Localizing ICI =

This topic discusses the scope for localization built as part of ICI. Goal is to enable localization for all English text seen across ICI, for some there are technical challenges and hence are kept out of scope. This document calls out both in-scope and out-off scope areas to ensure there are no gaps.

Garbage in Garbage out (GIGO): User input in any language will be accepted, stored and displayed as entered/stored.

== Assumptions/Restrictions ==

Localization currently supports these languages out of the box:

*Brazilian pt-BR
*Chinese (Simplified/Mandarin) zh-CHS
*Chinese (Traditional) zh-CHT
*Croatian
*Czech cs-CS
*Danish
*Dutch nl-NL
*English en-US
*Finnish
*French fr-FR
*German de-DE
*Hungarian
*Italian it-IT
*Japanese ja-JP
*Korean
*Norwegian
*Polish pl-PL
*Portuguese pt-PT
*Russian
*Spanish es-ES
*Spanish (Lat Am)
*Slovak (Slovakia)
*Slovenian
*Swedish
*Turkish tr-TR

== Important Points ==

*Customers have the ability to add support for additional languages. Translations for a new language provided by the customer, will be uploaded from the backend.
*ICI configurations should happen in English only.
*For user-defined fields, localized strings will be added from the backend after configuration is completed. Subsequent additions and changes to these fields may require additional changes to the localized strings in the Database.

== Localization support across ICI ==

Adapting existing products to new markets through translation and localization is the key to global growth. The localized versions of the product improve the overall user experience and help to better connect with new and potential global customers.

ICI supports localization by translating values in local languages using its “Translations Editor” tool. Users can see localized values as per their preferred language settings across ICI for: 

*Alias Master
*Status and Business Status
*Type of paper
*Signature Type and Signature Sequence
*Choice and Multi-choice attributes
*Contract Type Description
*Default text in the search field
*Notification Category and Events
*Reason Codes
*Association entities assembled as a file, table or saved search as a table in a single as well as bilingual template. 

The localization covers data types such as Masterdata Lookup (String Attributes), Choice/Multi-choice, Date and Time format, Percentage, Number, Boolean and Currency attributes format in Icertis Experience for Word. Additional localization support is now provided for attribute groups and extension attributes on ICI Web.

When the localization is not defined, the attribute values for association entities will be displayed in a language depending on specific business criteria.

For example, Administrators can enter corresponding German values for Draft status as Entwurf through “Translations Editor” tool.
<div class="image-green-border">[[File:German Translation Localization.png|720px]]</div>
The draft status will then be displayed in German for a user with language preferences set to German.

The UI elements will be displayed in English if there are no local values available in preferred language for that specific element in the ICI system.

The localization of UI elements is supported for all entities such as agreements, associated documents, contract requests and masterdata and in ''History, Notes, Versions'' and Search across ICI.

== Rules implementation for localized masterdata attributes ==

User can localize masterdata attribute values and further refer its values in lookup across ICI. If there is any rule configured for such lookup, changing lookup value will evaluate the rule. The rule configured in English will be evaluated upon changing its lookup values also in languages other than English.

=== Localizing Masterdata Attributes ===

Users can localize masterdata attribute and further refer its values across ICI.<br/> To localize masterdata attribute.

1. '''Click '''"Configure" > "Contract Types". A page displaying Contract Types opens.

2. '''Click''' the "Create" button. The "Create Contract Type" page opens.

3. '''Click '''the "Masterdata" menu option.
<div class="image-green-border">[[File:CreateContractTypeMetaData.png|720px]]</div> <div class="image-green-border">
4, On the "Create Contract Type" page, under the "Details", tab enter appropriate values for "Contract Type Name", "Description", and<br/> Category"<br/> 5. Click '''Next''' to go to the "Attributes" tab.<br/> 6. '''Select''' the attribute you want to localize. For example, "A2 Currency".<br/> 7. '''Toggle On''' the "Is_Localised" field.
</div> <div class="image-green-border">[[File:LocalizingMasterdataAttributes.png|720px]]</div> <div class="image-green-border"> </div> <div class="note-box">Note: Attributes of masterdata with only string data types have ''Is_Localised'' property.</div>
8. '''Enter '''the details in the remaining "Display Preference" and "Team"tabs''.''

9. On the '''Verify '''tab, '''click '''"Create". The masterdata contract type is created. 

You can edit existing masterdata contract type to configure the attribute as localized.
<div class="note-box">'''Note:''' Administrators need to upload translations for the localized attribute values in ICI through database upload or the Translator Tool from Admin Task.</div>
=== Creating Masterdata instances ===

1. '''Click '''"Configure" > "Masterdata".
<div class="image-green-border">[[File:Create MasterData.png|720px|Create MasterData.png]]</div>
2. '''Click''' the "Create" button.

3. On the "Masterdata Details" tab, enter the details for "Category" and "Masterdata" fields.

4. '''Click "'''Next". The "Attributes"'' ''tab opens.

5. '''Enter '''the details in the required details, and then '''click''' "Create". The masterdata instance is created.
<div class="image-green-border">[[File:MetadataValuesCreated.png|720px]]</div> <div class="image-green-border"> </div>
=== Referencing localized masterdata attribute in lookup attribute on Agreement Contract Type ===

To reference localized masterdata attribute in lookup attribute:

1. '''Click "'''Configure" > "Contract Types" > "Create" > "Agreement" on the Home page. The Create Contract Type page opens.

2. '''Enter '''name in Contract Type Name. For example, Saas Agreement.

3. '''Enter '''appropriate information on Details tab.

4. '''Click '''Next. The Attributes tab opens.

5. '''Select '''the attribute you want to add lookup for.

6. '''Toggle '''On for the Is_Lookup field.
<div class="image-green-border">[[File:MetaDataAttributeIsLookup.png|720px]]</div>
7. '''Select''' masterdata contract type in Lookup section.

8. '''Select '''the attribute, where the look up value will be picked up from.

9. '''Click '''Save. The Attribute updated successfully message is displayed.
<div class="image-green-border">[[File:AttrivutesCreatedSuccess.png|720px]]</div>
10. '''Enter '''the details in the remaining Association, Display Preference and Team tabs.

11. On the '''Verify '''tab''', ''''''click '''Create. The agreement contract type is created.

You can edit existing agreement contract type and configure a lookup type attribute to reference localized masterdata attribute.

=== Configuring Rule referencing localized masterdata attributes ===

You can configure any type of rule for lookup attribute that references localized masterdata attribute.
<div class="note-box">Note: Rules should be configured in English language only. </div>
For example, configure an event rule for ''Saas Agreement'' contract tyep lookup attribute which references localized masterdata attribute ''Chemical Name.'' <br/> To configure an event rule with localized masterdata attribute:

1. '''Click '''"Configure" > "Rules" > "Create" on the Home page. The Create Rules page opens.

2. '''Select '''the contract type for which you want to create a rule on the Setup tab. For example. Supplier Agreement.

3. '''Enter '''a name in the Rule Name field. 

4. '''Select '''the Rule Type. For example, Approval Rule

5. '''Select '''Team Role. For example, Approver.
<div class="image-green-border">[[File:Create Rule.png|500px|Create Rule.png]]</div>
6. '''Click "'''Next". The Build tab opens.

7. '''Click "'''Add Rule". The Add Rule section opens.

8. '''Enter '''Condition. For example, Supplier City Has a Value.

9. '''Select '''Actions. For example, Require Approval From Any.

10. '''Add '''users from Search User window. For example, First Approver.

11. '''Select '''Minimun Approvers and Step Number.

12. '''Select '''No in Stop Processing More Rules field. The further evaluation of rules within a ruleset continues.
<div class="image-green-border">[[File:SelectingRuleAttributes.png|720px]]</div>
13. '''Click '''"View Summary" button. The rule Summary page opens.

14. '''Click '''"Save & Close" button. The Rule created successfully message appears. The rule is displayed in the list of rules of the selected contract type.

Refer to ''Rules ''for details on configuring other types of rules.

=== Rule implementation for localized masterdata attributes for an Agreement ===

Users can create the agreement instance for the contract type which has a lookup attribute referencing localized masterdata attribute. The rule configured in English for such lookup will get evaluated upon changing its lookup values in languages other than English. Localization of rule implementation will work with the languages set through Locale Settings in Preferences.

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

2. '''Select "'''Contract Type Name". For example, Supplier Agreement.

3. '''Select '''the "Type of Paper" as "Own" or "Third Party", as required.

3. '''Click "'''Next". The "Attributes"''page opens.''

4. '''Enter '''remaining details on "Attributes"'' ''"Templates" pages.

5. On the "Verify" tab, '''click '''"Create and Publish". The agreement is created.
<div class="note-box">'''Note:''' Localization of rule implementation for lookup type attribute is supported for creation of agreement/contract request/associations/masterdata, Icertis Experience for Word and all rule types.</div>
== Localization of content in the agreement ==

The masterdata "Agreement Language Master" defines the attributes to store languages that will be used to create the localized agreement. Users can create instances of the "Agreement Language Master"''contract type to add new languages. ''

=== Creation of Agreement Language Masterdata instance ===

1. '''Click '''"Configure" > "Masterdata" > on the Home page.

2. '''Click''' the "Create" button. The Create Masterdata page opens.

3. '''Select '''the desired value from the "Masterdata"'' ''dropdown list on the "Masterdata Details"tab''.''
<div class="image-green-border">[[File:CreatingMasterData CountryMaster.png|600px]]</div>
4. '''Click "'''Next". The "Attributes" tab opens.

5. '''Enter '''the values for mandatory fields, "Country", "Country Code", 
<div class="image-green-border">[[File:CountryCodeAttribute.png|729px]]</div>
6. '''Enter '''remaining details and '''click "'''Create". The masterdata instance is created.

=== Addition of Agreement Language attribute to the Contract type ===

The "Agreement Language" attribute is added to the contract type to enable the localization support for agreements. The localized agreement is displayed in a language selected in the "Agreement Language" attribute during agreement instance creation.

To add the agreement language attribute to the contract type to enable the clauses localization in a template:

1. '''Click '''"Configure" > "Contract Types" > "Create". The Select Contract Type page opens.

2. '''Click '''"Agreement" menu option. The Create Contract Type page opens.
<div class="image-green-border">[[File:AdditionAgreementLanguageAttribute.png|720px]]</div>
3. '''Enter '''a name in "Contract Type Name". For example, ClauseLocalizationCT.

4. '''Enter '''the remaining details on the "Details" tab.

5.'''Click "'''Next". The Attributes tab opens.

6. '''Select '''the attribute Agreement Language.
<div class="image-green-border">[[File:SelectingLanguaeAttribute.png|600px]]</div>
7. '''Toggle '''On the Is_Lookup field.
<div class="image-green-border">[[File:ToggleOnIsLookup.png|600px]]</div>
8. '''Select '''Agreement Language Master in Select Contract Type field in Lookup section.
<div class="image-green-border">[[File:ContractType-SelectAttribute.png|600px]]</div>
9. '''Select '''Description in the Select Attribute field. 

10. '''Click '''"Save".

11. '''Enter '''the details in the "Association", "Display Preference" and "Team" tabs.

12. On the "Verify" tab, '''click "'''Create and Publish". The agreement contract type is created with agreement language attribute.

You can edit existing contract type to add agreement language attribute and enable the clauses localization into template for that contract type.

=== Localization support for Clauses into Templates ===

Previously in ICI, there was no provision to have localization of clauses that could be used to create agreements in different languages. Hence, the users had to create multiple templates to be able to create agreements in different languages.<br/> Users can create secondary clauses as the localized versions of a primary clause, and enable them through configured template and rules. The corresponding clauses get assembled in the agreement as per the language selected in the Agreement Language attribute during the agreement instance creation. This significantly reduces the efforts of creating and managing multiple templates to support different languages.

==== <span style="font-size:larger;">Create localized clauses</span> ====

Users can create secondary clauses in different languages as the localized versions of a primary clause in a parent-child relationship. Then a template can be configured with the primary clause that will be replaced with secondary clauses as per the selected agreement language and the configured rule to create localized agreements. This reduces the efforts to create and maintain many localized templates.

<span style="font-size:larger;">'''To create a primary clause:'''</span>

1, '''Click '''"Clause" tile on Home page. 

2. '''Click''' "Create" button on the Clauses page. The Create Clause page opens.

3. '''Select '''Contract Type for which you want to localize the clauses. For example, MandatoryClauseCT.

4. '''Enter''' a name in Name field. For example, Primary Clause 1_SD.

5. '''Select '''a language in the Clause Language field. For example, English (United States).

6. '''Toggle '''Primary Clause field to Yes.

7. '''Enter '''Clause Text in English language.

8. '''Enter '''remaining details on the Details and Team tab.

9. On the "Verify" tab, '''click '''Create. The Primary Clause is created.
<div class="image-green-border">[[File:Clause Language.png|720px|Clause Language.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"><span style="font-size:larger;">'''To create secondary clause:'''</span></div>
1, '''Click '''"Clause" tile on Home page. 

2. '''Click''' "Create" button on the Clauses page. The Create Clause page opens.

3. '''Select '''Contract Type for which you want to localize the clauses. For example, MandatoryClauseCT.

4. '''Enter''' a name in Name field. For example, Secondary Italian Clause.
<div class="image-green-border">[[File:CreateClauseSecondaryLanguage.png|550px]]</div>
5. '''Select''' language in Clause Language field. For example, Italian.
<div class="image-green-border">[[File:ClauseGroup Primary Secondary.png|550px]]</div>
6. '''Toggle '''Primary Clause field to No.

7. '''Select '''the primary clause in Linked Primary Clause. For example, Confidential Information.

7. '''Enter '''Clause Text in Italian language.

8. '''Enter '''remaining details on the Details and Team tab.

9. On the "Verify" tab, '''click '''Create. The Secondary Clause is created.
<div class="image-green-border"> </div>
==== <span style="font-size:larger;">Create the Template</span> ====

Users can create a template in which the localized clauses can be tagged and assembled as per the configured rules. With this, only one template with primary clause needs to be created which saves efforts to create and maintain number of localized templates.
<div class="note-box">'''Note:''' Clauses should always be tagged as rule based clauses.</div>
To create a template through Icertis Experience for Word:

1. '''Click "'''ICI" tab on "Icertis Experience for Word" and log in to the ICI UI instance.

2. '''Click "'''Create" in "Template" ribbon. The Create Template window opens.

3. '''Select '''the "Contract Type" for which you have enabled the localization for clauses into template. For example, ClauseLocalizationCT.

4. '''Enter '''the name in "Name" field. For example, Template with multiple Primary Clauses.

5. '''Select '''"English" in "Template Language" field.

6. '''Click '''the checkbox next to "Primary Template".
<div class="image-green-border">[[File:7.12 Localized Cluases 3.png|720px|7.12 Localized Cluases 3.png]]</div> <ol start="7">
<li>'''Select''' ''Library Clauses''. The list of all clauses for the contract type selected opens.</li>
<li>'''Select '''a clause and right click. For example, ''Primary Clause 1_SD''.</li>
<li>'''Click '''''Add ''> ''Rule Based Clause''. The clause is added to the template.</li>
</ol>
<div class="image-green-border">[[File:7.12 Localized Cluases 4.2.png|720px|7.12 Localized Cluases 4.2.png]]</div> <ol start="10">
<li>'''Click''' ''Save ''and '''approve '''the template.</li>
</ol>

You can create clauses and the template with tagged localized clauses also through ''Icertis Experience for Word.''

==== <span style="font-size:larger;">Configure Template Rules</span> ====

Users can configure a rule to select the template that has tagged localized clauses while authoring and executing an agreement.

===== Configure the Template Selection rule =====

To configure the ''Template Selection'' rule to select the template with tagged localized clauses:

1. '''Click '''"Configure" > "Rules" > on the Home page.

2. '''Click''' "Create" button on the Rules page. The Create Rules page opens.

3. '''Select '''the "Contract Type" for which you want to create a rule on the "Setup" tab. For example, MadatoryClauseCT.

4. '''Enter''' a''' '''name in the "Rule Name" field. For example, Localized Clauses Template Assembly.

5. '''Select "'''Template Selection" in the "Rule Type" drop-down list.
<div class="image-green-border">[[File:Create Template Rules.png|500px|Create Template Rules.png]]</div>
6. '''Click '''"Next". The "Build" tab opens.

7. '''Click '''"Add Rule"''on the "Build"''tab. The "Add Rule"''section opens.''

8. '''Enter '''"Conditions".

9. '''Select '''option "Select Template" in the "Actions"''section.''

10. '''Select '''the required template'' ''from the drop-down list. For example, "Mandatory Alternate Clause Template".

11. '''Select '''the "Stop Processing More Rules" checkbox. The further evaluation of rules within a ruleset continues.

12. '''Click '''"Evaluate". The page to evaluate the rule by entering attributes values of the selected contract type opens.

13. '''Click '''"Save" The "Rule successfully saved" message appears. The rule is displayed in the list of Rules''of the selected contract type.''

===== <span style="font-size:larger;">Configure a Clause Assembly rule</span> =====

Users need to configure a "Clause Assembly" rule on a primary clause to assemble the localized secondary clauses in the template while authoring and executing an agreement.<br/> To configure a rule:

1. '''Click '''"Configure" > "Rules" > on the Home page.

2. '''Click''' "Create" button on the Rules page. The Create Rules page opens.

3. '''Select '''the Contract Type for which you want to create a rule on the Setup tab. For example, MadatoryClauseCT.

4. '''Enter''' a''' '''name in the Rule Name field. For example, Localized Clause Assembly.

5. '''Select '''"Clause Assembly" in the "Rule Type" drop-down list.
<div class="image-green-border">[[File:CreateMandatoryClauseCT.png|550px]]</div>
6. '''Click '''"Next". The "Build" tab opens.

7. '''Click '''"Add Rule"on the''"Build"'' ''tab. The "Add Rule" section opens''.''

8. '''Enter '''"Conditions".

9. '''Select '''option "Select Clause"in the "Actions"section. 
<div class="image-green-border">[[File:SelectClauseConditions.png|720px]]</div>
10. '''Click''' the + icon next to the "Clause" drop-down list. The "Select Clause" window opens.

11. '''Select '''clauses from "Select Clause"window, and then click the "Select" button. For example, Trade Compliance.

12. '''Select '''the "Stop Processing More Rules" checkbox. The further evaluation of rules within a ruleset continues.
<div class="image-green-border">[[File:STOP PROCESSING MORE RULES.png|600px]]</div>
13. '''Click '''"Evaluate". The page to evaluate the rule by entering attributes values of the selected contract type opens.

14. '''Click '''"Save" The "Rule successfully saved" message appears. The rule is displayed in the list of Rules''of the selected contract type.''

==== <span style="font-size:larger;">Create an agreement with localized clauses</span> ====

Users can create localized agreement instances from contract type which has enabled the clause localization on templates.

To create an agreement instance:

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

2. '''Click''' "Create" button on the Agreements page. The Create Agreements page opens.

3. '''Select '''contract type that has clause localization enabled in "Contract Type Name".

4. '''Click '''"Next". The Attributespage opens.

5. '''Select '''the language in "Agreement Language" field.

6. '''Enter '''remaining details and '''click '''"Next". The Template Selectionpage opens.

7. '''Select '''the "Template"and '''click "'''Next".

8. On the "Verify"''' '''tab,''' ''''click "'Create and Publish" button. The agreement is created using the template with available secondary Italian clauses for the tagged primary clause.

<span style="font-size:larger;">'''To edit the agreement and change the agreement language:'''</span>
<div class="note-box">'''Note:''' When the agreement is updated, no deviation will be triggered as the agreement is getting assembled with localized clauses for the selected language.</div>
1. '''Click '''"Edit"on Agreement Details page. The Edit Agreementpage opens.

2. '''Select '''the language in "Agreement Language" field. For example, French.
<div class="note-box">'''Note: '''The agreement language attribute is editable in the agreement only in draft state, the attribute is read-only in other states.</div>
3. '''Click '''"Next". The Template Selection''page opens.''

4. '''Select '''the required "Template"and '''click '''"Next". For example, AssoTwoColumn_TemplateWithClauses.

5. On the Verify tab, and '''click '''"Update". The confirmation window with the edited field’s details opens.
<div class="note-box">Note: The confirmation window is enabled through technical configuration.</div>
6. '''Click '''"Yes". The agreement is updated.

The agreement is now created using the template with available secondary French clauses for the tagged primary clauses.
<div class="note-box">'''Note:''' The agreement is assembled with the primary clause if the localized secondary clause for the selected agreement language is not available. </div>
=== Localization of Associated document content in the agreement ===

Earlier in ICI, if the language preference was English and the user created an agreement using a French language template that had an association as a table, then the buyer could create the association instance and assemble the contract. However, the language for the entire assembled document would be French, but the association table header (title) would be in English. <br/> This functionality has been improved so that the table header also appears in the same language as the remaining text in the template. In the example above, the entire assembled document as well as the association table header would be in French.

==== <span style="font-size:larger;">Creating a Saved search on associations </span> ====

Users can create a saved search on associations to tag in a template using the Saved Search functionality. The search is saved as a global search.<br/> For example, the SavedSearchwithculturecode_Annexure1 is created for associated documents Automation Annexure Assembly.

==== <span style="font-size:larger;">Creating the Template with Associations</span> ====

User can create a Template with associations tagged as a table or as a saved search.
<div class="note-box">Note: The template with tagged associations can only be created with Icertis Experience for Word.</div>
To create a template with associations:

'''1. Click '''Insert > Add-ins > My Add-ins > See All > Shared Folder in MS Word. The list of ICI shared Add-ins opens.

'''2. Select''' the instance. The Icertis Experience for Word opens.

'''3. Click '''Create Template. The Details tab opens.

'''5. Select '''Contract Type. For example, MDL Agreement.

'''6. Enter '''a Name. For example, Template with Associations.

'''7. Select''' the primary language in Select Language. For example, French.

'''8. Select '''Secondary Language. For example, German.
<div class="image-green-border">[[File:7.12 Associations content localization 2.png|300px|7.12 Associations content localization 2.png]]</div>
'''9. Click '''Library tab. 

'''10. Click '''Associations icon. The list of available associations open.

'''11. Click '''checkbox for Display Locale for Associations. The selected languages are displayed in Select Localized Language field.

'''12. Select '''a language in Select Localized Language field. For example, French.

'''13. Select '''the association you want to tag in the template. For example, Automation Annexure Assembly.

'''14. Select '''one of the options:

*'''Select '''Add as table. The associations are tagged in a template as a table in French language.
<div class="image-green-border" style="margin-left: 40px;">[[File:7.12 Associations content localization 3.png|400px|7.12 Associations content localization 3.png]]</div>
*'''Select '''Add with Saved Search. The Select Saved Search and Tag window opens.
<div class="image-green-border" style="margin-left: 40px;">[[File:7.12 Associations content localization 4.png|300px|7.12 Associations content localization 4.png]]</div>
'''15. Select '''the saved search in drop-down. For example, SavedSearchwithculturecode_Annexure1.

'''16. Click '''Add as table or Add as table with page break.

'''17. Enter '''remaining details for creating a template.

'''18. Click '''Save. The Template has been saved successfully message is displayed. The template is created with tagged associations.
<div class="image-green-border" style="margin-left: 40px;">[[File:7.12 Associations content localization 5.png|720px|7.12 Associations content localization 5.png]]</div>
'''19. Click '''Send For Approval. The template is send for approval.

Similarly, create a template with the tagged associations without language (without culture code) through ''Icertis Experience for Word.'' For example, the ''MDL Agreement Basic Template.''
<div class="image-green-border">[[File:7.12 Associations content localization 6.png|720px|7.12 Associations content localization 6.png]]</div> <div class="image-green-border"> </div>
==== <span style="font-size:larger;">Configure the Template Selection Rule</span> ====

Users can configure a rule to select the template during agreement creation that has tagged associations.

To configure a rule:

1. '''Click '''"Configure" > "Rules" > on the Home page.

2. '''Click''' "Create" button on the Rules page. The Create Rules page opens.

3. '''Select '''the Contract Type for which you want to create a rule on the Setup tab.

4. '''E''''''nter '''a name in the "Rule Name"'' ''field. For example, Test Agreement.

5. '''Select '''"Template Selections"'' ''in the Rule Type field.
<div class="image-green-border">[[File:Rules Association.png|550px|Rules Association.png]]</div>
6. '''Click '''"Next". The "Build" tab opens.

7. '''Click '''"Add Rule"''on the "Build"''tab. The "Add Rule"''section opens.''

8. '''Enter '''"Condition". For example, Type Of Paper Contains Own''.''

9. '''Select '''option "Select Template" in the Actions section.

10. '''Click''' the + icon next to the "Select Value" drop-down list. The "Select Template" window opens.

11. '''Select '''clauses from "Select Template"''window and then click the "Select" button.''

12. '''Select '''the "Stop Processing More Rules" checkbox. The further evaluation of rules within a ruleset continues.
<div class="image-green-border">[[File:Template Selection Role.png|720px|Template Selection Role.png]]</div>
13. '''Click '''"Evaluate". The page to evaluate the rule by entering attributes values of the selected contract type opens.

14. '''Click '''"Save" The "Rule successfully saved" message appears. The rule is displayed in the list of Rules''of the selected contract type.''

==== <span style="font-size:larger;">Creating an agreement with associations added as table</span> ====

Users can add the associations in the agreement as a table. The association table headers will be displayed in localized language if the respective localized values have been uploaded in the database through technical configuration or the Translation Tool in Admin Task''.''<br/> The language of the association table headers is based on the following conditions:

*If the template has the associations tagged with localized language (with culture code), the table headers are displayed in that selected language.
*If the template has the associations tagged without language (without culture code), the table headers are displayed in the language selected in the Agreement Language attribute during agreement creation. If there is no language selected, the table headers are displayed in default language.

To create the agreement:

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

2. Click on the '''"Create"''' button.

3. '''Select '''"Contract Type Name"''.'' For example, MandatoryClauseCT.

4. '''Click "'''Next". The Attributes page opens''.''

5. '''Select '''the language in the ''"''Languages" field.
<div class="image-green-border">[[File:Select Language Agreement.png|720px|Select Language Agreement.png]]</div>
5. '''Enter '''the remaining details.

6. '''Click "'''Next". The Select Template page opens. The templates will be available as per the configured rule.

7. '''Select '''the required "Template".

8. '''Click "'''Next".

9. On the "Verify" tab, click appropriate option to Create, or Create and Publish or Create and Send for Approval. 

As the Template with Associations has the associations tagged with the selected language (with culture code), the association’s table headers are displayed in that particular language.

10. '''Click '''"Edit"on the agreement Details page.

11. '''Select '''the desired template on the Select Template page.

12. '''Click '''"Update". The agreement is updated.

Related Topic: [[Agreement_Management|Agreement Management]] | [[Rule|Rule]]

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Using Adobe Sign

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= Using Adobe Sign =

== Sending an Own Paper Agreement for Electronic Signature ==

Electronic signatures are done through ''Adobe Sign (''or ''DocuSign)''. External signatories can choose one of these applications if they wish to do electronic signatures. Refer to Sending an Agreement for Third Party Signature  for details on sending the Agreement to external signatories.

To sign an Agreement electronically:

1. '''Open '''the e-mail you receive from "Adobe Sign (or DocuSign)"''.''

2. '''Click "'''Review Document"''.'' The "Please review & Act on These Documents"'' ''window opens.
<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
3. '''Select '''the'' "''I agree..." check box''' '''and '''click '''"Continue"'''''. '''''This enables the "Fields" menu in the left panel.   
<div class="image-green-border">[[File:I agree.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''If you are using Internet Explorer, '''click''' "Allow"'' ''at the tracking physical location message. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.</div>
4. '''Click "'''Sign"''''' '''''next to Signature''. "''The'' ''Adopt Your Signature" window'' ''is displayed if you are signing the document for the first time.
<div class="image-green-border">''[[File:Sign1.jpg|720px|RTENOTITLE]]''</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': If you have signed before, the system inserts the signature that you used when you signed for the first time.</div>
5. Verify your "Full Name", "Initials", and "Signature". Your Full Name and Initials appear as they are entered at the time of your user creation process. 
<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': You cannot change the signature style once it appears on the document.</div>
6. '''Click '''"Finish". You receive a notification stating your signature process is completed. The status of the agreement changes to "Waiting For Internal Signature". An e-mail is sent to the internal signatory.
<div class="note-box">'''Note''': Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to ''Executed''.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.</div>
7. '''Verify''' your signature on the "Select Style" tab:

*'''Click''' "Change Style" to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
*Alternatively, '''click''' the "Draw" tab to draw your own signature. '''Click''' "Clear to clear the signature.

8. '''Click''' "Adopt And Sign". The Signature and Initials appear on the document.

All ''Executed'' Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of Adobe Sign.

== Sending an Agreement for Third Party Signature ==

After an Agreement is approved, the Primary Owner can send it for external signature. 
<div class="note-box">'''Note''': For the Agreements that are signed outside ICI, you can choose to skip the Signature workflow manually, by selecting the Fully Signed option from the Signature Type drop-down list on the Create Agreement page. This moves the Agreement from Approved to Executed state directly without clicking on the Send for Signature button. If there are approvers, the Agreement moves to Executed state after the last approver approves it. This option is available while creating Agreements, Assignments, Amendments, and Termination Agreements, if configured in the "Contract Type."</div>
External signatory can choose to sign the Agreement:

*Manually: the primary owner emails a PDF of the agreement to the external signatory. The signatory prints the document, signs it and emails back a scanned copy. The primary or secondary owners upload the signed copy of the agreement into ICI, at which point it's status becomes executed.
*Electronically: ICI uses Adobe Sign and DocuSign for electronic signatures.
*Hybrid: The document can be signed both electronically as well as manually.
<div class="image-green-border">[[File:Signature Types.png|720px|Signature Types.png]]</div>
To send an Agreement to an external signatory, '''click''' "Send For External Signature" in the <a href="Agreement%20Details%20Page">Agreement Details Page</a>. The External Signatory receives an email from Adobe Sign or Docusign in the following format:
<div class="image-green-border">[[File:New format.png|720px|RTENOTITLE]]</div>
The status of the Agreement changes to "Waiting For External Signature".

== Sending an Agreement for Wet Signature using Adobe Sign's- Print sign and upload option  ==

Adobe Sign provides users the capability of signing documents manually using the Print, sign and upload option. However, earlier when the agreement document was wet signed and uploaded, it did not get synced back to ICI, and the agreement would get blocked in that state. With this release, ICI supports syncing back the signed agreement document and changed status, so that the user can proceed with the workflow as expected.

'''Note''': 

*If the Wet Signatures Only option is selected, then system mandates all the users to sign the agreement document using the Print, sign and upload option of Adobe Sign. 
*If the Wet Signatures Only option is not selected, then users can either sign it electronically or use the Print, sign and upload option to sign it manually. However, in this case if any user signs using the Print, sign and upload option, since all the signature tags will be lost, Adobe Sign will add an additional page to the end of agreement document that will have signature tags for subsequent signatories who are yet to sign.
*Attribute sync back to ICI will only work for the first signatory. Once Adobe Sign’s Print-Sign-Upload option is used, attribute tags are not available for subsequent signatories who are yet to sign the document.
*In case of parallel signatures, the wet signature option is not applicable. If the Wet Signature Only option is selected, then the agreement will be stuck in the Approved state. 

To send an Agreement for Wet (manual) signature: 

1. '''Select "'''Agreement Management"'' ''on the Dashboard. The Agreement Management'' ''page opens. 

2. '''Click "'''Create Agreement on the Agreement Management"'' ''page. The Create Agreement'' ''page opens. 

3. '''Click '''"Create and Send for Approval"''. ''The Agreement is sent to the selected Signatory and the Agreement status changes. 

4. On receiving the Agreement, the signatory has to '''click''' the "Click here to review and sign" hyperlink. The ''Adobe Sign'' page opens displaying the Agreement sent for Signature.
<div class="image-green-border">[[File:Review Sign Agreement-7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">5. '''Click '''the ''Print, sign and upload ''option from the ''Alternative actions ''drop-down''. The Print, sign and upload ''window opens''.''</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Print sign upload-7.9.png|720px|RTENOTITLE]]</div>
6. '''Click '''''Continue'' so that you can download the Agreement, print it, sign/initial where required, scan it and then upload it back to the ''Adobe Sign'' page.'' ''
<div class="image-green-border">''[[File:Print sign upload 1-7.9.png|560px|RTENOTITLE]]''</div>
7. '''Close''' the popup window that explains the steps to sign the Agreement.
<div class="image-green-border">[[File:Steps to Sign Agreement.png|560px|RTENOTITLE]]</div>
8. '''Navigate''' to the page in the Agreement document that displays Internal and External Party information.  

9. '''Enter''' the information. Some fields are mandatory and '''click''' ''Next''.

10. '''Click''' ''Download'' on the ''Download'', ''Print'', ''and Sign'' window. Alternatively, you can '''click''' ''Cancel'' if you need to make changes to the information added.  The ''Enter Your Information'' page opens.
<div class="image-green-border">[[File:Download Print Sign.png|560px|RTENOTITLE]]</div>
11. When you have signed the downloaded Agreement, you need to return to the ''Upload your Signed Agreement'' page and upload the signed Agreement.
<div class="image-green-border">[[File:Upload Signed Agreement.png|720px|Upload Signed Agreement.png]]</div>
12. '''Click''' ''Upload''. The Agreement is uploaded. It moves to the ''Approved'' state.

== Mandating an Agreement for Wet Signatures ==

You can opt for an Agreement to only be signed manually by all signatories by mandating it for wet signatures. 

To mandate an Agreement for Wet Signatures (manual signing):

1. When creating an Agreement, on the ''Signatory Information ''page, '''toggle '''the ''Mandate Wet Signatures in Echosign ''option to ''Yes.''
<div class="image-green-border">''[[File:Mandate Wet Signatures-7.9.png|720px|RTENOTITLE]]''</div>
2. '''Create''' the Agreement and send it for Approval to completely the signatory process.<br/> In the ''Adobe Sign Mail Details'' window, the ''Wet Signatures Only'' checkbox is selected by default. 
<div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]<br/>  </div>
== Sending Associated Documents to Adobe Sign ==

The current Send for Signature functionality only allows users to send the main Agreement for signature. It does not allow users to add the supporting documents along with the main Agreement document. <br/> With this release, ICI will support Preview and sending of the associated documents (Attachments) along with the main Agreement for signature. 
<div class="note-box">'''Note''': Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only the main Agreement document will be synchronized with ICI again.</div>
You need to have the Script attribute ''AdobeAssociateDocuments'' which should be associated with the Contract Type as well as its Associations that will be sent to the authorized signatories. 

To send Associated Documents to Adobe Sign: 

1. '''Select''' "Agreement Management > "Create Agreement" on the dashboard. The "Create Agreement"  page opens.
<div class="image-green-border">[[File:AdobeSign AgreementCreation.png|720px]]</div>
2. '''Select''' the "Category", "Contract Type Name" and "Type of Paper" on the "Create Agreement" page. For example, '''select''' "Category" as "Default''"'', "Contract Type Name" as "SaaS Agreement" and "Type of Paper" as "Own".
<div class="image-green-border">[[File:Agreement Creation 2ndStep.png|600px]]</div>
3. '''Click "'''Next". The "Attributes" page opens.

4. '''Click''' the search icon next to "Category of product/ services provided" field. A list of caterogry of business/ services open.
<div class="image-green-border">[[File:SelectCategoryofBusinessServices.png|720px]]</div>
'''4.''' A list of caterogry of business/ services open. '''Select '''desired category, and '''Click '''select.
<div class="image-green-border">[[File:SelectBusinessServiceCategory.png|720px]]</div>
5. '''Select''' "Electronic Signature" in the "Signature Type" and "External First" in the "Signature Sequence",
<div class="image-green-border">[[File:SignatureType SignatureSequence.png|650px]]</div>
6. '''Select''' and add the External Signatory and an Internal Signatory for the Agreement.
<div class="image-green-border">[[File:ExternalSignatory.png|600px]]</div>
7. '''Click''' "Create". The Agreement is created and the "Agreement Details" page opens displaying the Agreement in "Draft" state.

8. '''Click''' the "Associations" in the left pane on "Agreement Details" page. The "Association Details" page opens. 
<div class="image-green-border">[[File:AgreementsAssociations.png|450px]]</div>
9. '''Enter''' the information on the ''Create Association'' page in the ''Metadata'' tab and '''click''' ''Create''.

10. '''Click''' ''Publish'' on the ''Agreement Details'' page to publish the Agreement. The ''Published successfully'' message is displayed on the ''Information'' window.

[[File:Publish Agreement.png|560px|RTENOTITLE]]
<div class="image-green-border"> </div> <div class="image-green-border">11. '''Click''' ''Send for Approval'' on the ''Agreement Details'' page to send the Agreement for approval. The ''Please Confirm Team is not available. Agreement will move to the next possible state. Do you want to continue?'' Message is displayed. The status of the Agreement changes to ''Approved''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Please Confirm TeamNotAvailable.png|560px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">12. '''Click''' ''Send for External Signature''. The ''Adobe Sign Mail Details'' window is displayed.</div> <div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">13. '''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens. </div>
14. '''Select''' the Associated Document from the list and '''click''' ''Select'' to select the Associated Document to be sent for external signature. 
<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|560px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">15.'''Click '''the icon next to the document that you want to preview. The Agreement document opens in ''Preview ''mode. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Preview AgreementDocument.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">16. '''Click''' ''Send'' to send the Associated Document for External Signature. The status of the Agreement changes to ''Waiting for External Signature''. </div> <div class="note-box">'''Note''': You can select and send the parent as well child Associations for the Agreement.</div>
17. '''Open''' your mailbox and '''click''' the ''Click here to review and sign [DEMO USE ONLY ] Adobe Sign Subject'' link. The ''Adobe Sign'' page opens displaying the Agreement sent for Signature.
<div class="image-green-border">[[File:Review Sign Agreement-7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only Agreement will be synchronized with ICI and not Associations.</div>
=== Signing the Agreement Document ===

You can sign the Agreement document using Electronic Signature.

To sign an Agreement document: 

1. '''Click''' ''Next'' on the ''Agreement Details'' page. The page opens displaying the fields for performing the Electronic Signature.
<div class="image-green-border">[[File:Signing the AgreementDocument1.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' the ''Click here to sign in the Signature'' field. The ''Sign'' window opens where you can type, draw, attach and upload the signature image. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Signing the AgreementDocument2.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click''' ''Close'' or ''Apply'' to apply the signature and close the window. The signature is displayed in the Signature field. A message is displayed ''I agree to the Terms of Use and Consumer Disclosure of this Document''. </div> <div class="image-green-border">[[File:Signing the AgreementDocument3.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">4. '''Click''' the ''Click to Sign'' to sign the Agreement document. The ''You have successfully signed the agreement “[DEMO USE ONLY]” Adobe Sign'' message is displayed. The status of the Agreement changes to ''Waiting for Internal Signature''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Signing the AgreementDocument4.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The Agreement document is sent for external signature.</div>
=== Preview and Send Agreement Document for Signature ===

You can preview and send the Agreement document for Signature. 

1. '''Click''' ''Recall'' on the ''Agreement Details'' page. The status of the Agreement changes to ''Approved''.

2. '''Click''' ''Edit'' on the ''Agreement Details'' page. The ''Party Information'' page opens. 

3. Make the necessary changes on this page and '''click''' ''Next''. The ''Signatory Information'' page opens. 

4. '''Click''' ''Yes'' in the ''Adobe Add Signature Tags'' field and then '''click''' ''Next''. The ''Select Template'' page opens. 
<div class="image-green-border">[[File:Adobe Add SignatureTags.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">5. '''Click''' ''Update'' to update the Agreement.</div>
6. '''Click''' ''Send for External Signature''. The ''Adobe Sign Mail Details'' window is displayed.
<div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': The email Subject field supports <= 255 characters.</div> <div class="image-green-border"> </div> <div class="image-green-border">7. '''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens. </div>
8. '''Select''' the Associated Document from the list and '''click''' ''Select'' to select the Associated Document to be sent for external signature. 
<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|560px|RTENOTITLE]]</div> <div class="image-green-border"> </div>
8.'''Click '''the icon next to the document that you want to preview. The Agreement document opens in ''Preview ''mode. 
<div class="image-green-border">[[File:Preview AgreementDocument.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">9. '''Click''' ''Preview and Send'' to send the Associated Document for External Signature. The ''Send for Signature'' window opens. The status of the Agreement changes to ''Waiting for External Signature''.</div> <div class="note-box">'''Note''': You can preview the Associated document by clicking the icon next to the Association.</div>
10. '''Click''' ''Preview and Send'' again. The ''Agreement Details'' page opens in .pdf format.

11. '''Click''' ''Send'' in the ''Recipients'' pane on the ''Agreement Details'' page. The “[DEMO USE ONLY] ''Adobe Sign Subject''” ''has been successfully sent for signature ''message is displayed. 
<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature 1.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div>
== Multi-Factor Authentication using Adobe Sign ==

ICI supports multi-factor authentication (MFA) for Adobe Sign customers at the Agreement level to ensure that select Agreements (such as high value and highly confidential Agreements) are only accessible to relevant users, as compared to only providing access based on the Name and Email address validation that was the case earlier. 

The MFA authentication is configured by enabling the multi-factor flag. This results in ICI sending the signatory’s phone number to Adobe Sign for processing the e-signature authentication of the user for that Agreement. If the phone number for the signatory is not available, a message is displayed indicating that the phone number is mandatory and one or more of the signatory’s phone number is missing.

'''Note: '''When both – the password and the phone authentication are enabled for an Agreement, then the password authentication takes precedence. 

To enable multi-factor authentication for an Adobe Sign customer:<br/> 1. '''Click''' the''User Administration ''tile.<br/> 2. '''Click''' the ''Users t''ile.<br/> 3. '''Click''' the ''Create User/Provision User'' (based on the user authorization to the instance) tile to open the ''Create User'' page.<br/> 4. On the''Details'' tab, enter the personal details of the user. ''The First Name, Last Name, Email Address,'' etc are mandatory fields. <br/> 5. In the ''Phone Number'' field, add the phone number of the user if you want to activate the authentication for the user.  

6. '''Check''' the ''Consent Acknowledgment'' checkbox below By adding phone number,''I confirm capturing user consent to receive important text messages from ICI'' to validate the user consent.

'''Note:''' This is not a mandatory field. However, it becomes mandatory to provide a phone number when the consent box is checked and vice-versa.

The phone number format needs to be in the Country Code-Phone Number. For example, '''1-555-555-5555.'''

7. '''Enter '''the remaining details of the page as required and click the Create button. This opens the ''Users ''page enlisting the user that you created in the list.

Multi-factor authentication is validated using the phone number when:

*The Country Code-Phone Number format is incorrect.
*A signatory is added by Rule and the Agreement is sent for approval but the mandatory ''Phone Number'' field is blank. The Agreement will still be sent for approval and the workflow will continue after clicking ''OK ''on the validation message.
*A signatory is added by Rule and the Agreement is sent for external signature but the mandatory Phone Number field is blank. The Agreement will not be sent for signature and will remain in the approved state.

=== The two step authentication using Adobe Sign ===

When the Agreement is sent for external signature and when the two step authentication is configured, the external signatory receives authentication messages in two ways:

*A voice call 
*An OTP code from ICI with an authentication code. On entering the code, the Agreement is sent for approval and workflow continues as expected.

== Sending an Agreement for Parallel Signatures using Adobe Sign ==

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using Adobe Sign. This can be configured in Rules for signatories allowing ICI users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

*So, if signatory '''A '''is set at Step Number 10 and Signatory Order 1, but Signatory '''B''' is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories '''A '''and '''B''' at the same time. However, signatory '''A''' will be prompted to sign at Signature Tag 1 whereas Signatory '''B '''will be prompted to Sign at Signature Tag 2 (based on the signatory order).
*Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
**''Select Parallel Signatory From Attribute'': Parallel signatory is selected from the User Attribute
**''Require Approval From By Condition'': User selects signatory on the Rule configuration page which will be considered as the parallel signatory during Agreement signing
<div class="image-green-border">To set up parallel signatories using Adobe Sign: <br/> 1. '''Click''' the ''Contract Type'' tile on the ''Dashboard''.<br/> 2. '''Click '''the ''Rules'' tile. This opens the ''Rules'' page.<br/> 3. '''Select '''a Contract Type from the ''Select Contract Type'' drop-down for which you want to define a Rule.</div> <div class="image-green-border">4. You can create a Rule or select a rule to edit.</div> <div class="image-green-border">5. '''Click''' the ''Edit'' icon. This opens the ''Edit Rule'' page.</div> <div class="image-green-border">6. '''Enter '''the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.<br/> 7. '''Click''' N''ext''. This opens the ''Build'' tab to add rules and actions to define the rule you want to define.<br/> 8. '''Click''' the ''Add Rule'' button.<br/> 9. '''Add''' '''Conditions''' for your Rule. For example, ''All > Adobe Add Signature > Is > True.''<br/> 10. '''Click''' ''Add Condition'' if you want to add more conditions to the rule. <br/> 11. '''Click''' ''Add Group'' if you want to define the group for whom the conditions apply.<br/> 12. '''Click '''the ''Select Action'' field in the''Actions'' section. The following actions are available in the drop-down to define the type and sequence of approval:</div>
*''Require Approval From'': Select one signatory to approve the Agreement
*''Require Signature in Parallel From'': Select multiple signatories to approve the Agreement based on the applied conditions 
*''Select User From Attribute'': Select the step number for the signatory to sign Agreement
*''Select Parallel Signatory From Attribute'': Select the step numbers for the signatories to sign the Agreement in Parallel
<div class="image-green-border">13. To select multiple signatories, select the ''Require Parallel Signatory ''option from the ''Action'' drop-down. Two new fields are added: ''Step Number ''and ''Signatory Order''. You can now define multiple signatories at the same step number and different signatory order, as required.</div> <div class="note-box">'''Note:''' If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. </div>
14. '''Select '''the Actions for the first external signatory:

*'''Select''' the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. '''Click''' the ''Add ''button to add the user. For example, AE User9.
*'''Select '''the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 1.
<div class="image-green-border">15. '''Select''' the ''Actions'' for the second external signatory:</div>
*'''Select''' the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. '''Click''' the Add button to add the user. For example, AE User10.
*'''Select''' the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 2.
<div class="image-green-border">16. '''Click '''''Next''. The ''Rule Summary'' page opens providing details of the rules defined.</div> <div class="image-green-border">17. '''Click''' ''Update'' to save the defined rules. The ''Rule Updated Successfully'' message is displayed.<br/> 18. '''Click '''''OK''. You can view the status and of the Agreement on the ''Agreement Details'' page. </div>
19. '''Click '''the ''Send for Approval ''button to send the Agreement to both signatories for approval. 

*Both signatories AE User9 and AE User10 will simultaneously receive an email from Adobe Sign.
*The tags will be introduced in the Agreement as per the defined Signatory Order.
*When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be ''Waiting for External Signature'' from AE User10.
<div class="note-box">'''Note:''' A new version of the Agreement is created each time an Approver signs it. This can be viewed on the ''Version'' tab of the Agreement. </div>
*When both signatories sign the Agreement, it moves to the ''Approved ''status.

 

 

== Sending Adobe Sign Email Notifications in the Recipient's Preferred Language ==

ICI has now improved user experience by providing support to send notifications to external signatories in the localized language when using Adobe Sign, instead of sending the notification in English to all users. This can be done through a technical configuration.

1. You can toggle the Agreement ''Preview'' to ''On ''or ''Off''. When it is turned ''On'', you can tag the signature by toggling the ''Adobe Add Signature Tags'' field to ''Yes''. By default, this field is set to ''No''.

2. When the Primary Owner clicks the ''Send for Signature'' button, a popup window opens. Enter the following details:

*External Signatories: displays the External Signatories based on the defined Rules
*''Internal Signatories:'' displays the Internal Signatories based on the defined Rules
*''Cc:'' can add more recipients (internal users)
*''Subject:'' an editable field that displays the default text
*''Additional Information:'' can add a custom message in any language using the Rich Text Editor
*''Default Message:'' a non-editable standard message that can be localized based on the user’s language pthe Additionbareference

3. You can Preview the document before sending it for signatures by clicking the ''Preview and Send'' button.

4. The recipient can preview the document and add tags as needed and click the ''Send'' button to send the document for signatures.
<div class="image-green-border">5. The Signatories will receive an Email notification from Adobe Sign in their preferred language.</div> <div class="image-green-border">6. The recipient receives an email from Adobe in their Inbox which contains the Agreement document that the signatory needs to sign.</div> <div class="image-green-border"> </div>
'''Key Points''': 

*This feature is only available for Agreements and Amendments
*Only 1000 characters are allowed for the Default Message and the Additional Information combined
*The default message is in English
*All Signatories get the same notifications (with customized text, if any), irrespective of their language settings
*Signatories at same Step Number will receive notifications at same time.
*The Signatories will receive the Email notification from Adobe Sign in English (default language):
**On Recall/ Reject
**On Delegation/ Change Signer 

== Providing a unified flexible signature process through Adobe Sign console ==

Signing agreements is often a combination of manual signatures and electronic signatures. ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.

ICI already supports displaying a preview of the envelope and adjusting the signature tags before sending the agreement for signatures, when using Adobe Sign. With this release, the Adobe Sign console has been enabled, through which users can:

*Add and modify the signatories.
*Tag signatories in the Adobe Sign console.
*Change the signatory sequence.  
*Specify their desired multi-factor authentication method (password, SMS, KBA, and so on) at each signatory level.

=== Using Adobe Console  ===

To send an agreement for signature using the Adobe Console:

When creating an agreement to be sent for signature using the Adobe Sign Console, ensure that the "Electronic Signature Console" attribute flag is set to Yes.

'''Note''': “Electronic Signature Console” is a seeded attribute. In order to be able to use the Adobe Sign Console, this attribute needs to be added in the desired agreement contract type.
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 01.png|720px|7.16 Using Adobe Sign Console 01.png]]</div>
When the created agreement is in Approved state:

1. '''Click '''“Send for Signature” on the Agreement Details page. The Adobe Sign Mail Details popup window is displayed.
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 02.png|720px|7.16 Using Adobe Sign Console 02.png]]</div>
2. '''Type''' details as required: Subject, Attachments and Additional Information.
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 03.png|720px|7.16 Using Adobe Sign Console 03.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click '''“Launch Esignature Console”. The Adobe Sign console opens in a new window.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:7.16 Using Adobe Sign Console 04.png|720px|7.16 Using Adobe Sign Console 04.png]]</div>
*Toggle the “Complete in Order / Any Order” option to complete the signature process as per sequence or in any order, respectively.
*Drag-and-drop the rows to change the signatory sequence.
*Signatories added to the agreement team in ICI are displayed here. The signatories can also be manually added or replaced by typing the email Id in the “Enter recipient email” field(s).
<div class="image-green-border"> </div> <div class="image-green-border">[[File:7.16 Using Adobe Sign Console 05.png|720px|7.16 Using Adobe Sign Console 05.png]]</div>
*Click the “Authentication” dropdown in the signatory row, to select an authentication method:
**Email 
**Password
**Knowledge Based Authentication (KBA)
**Phone
<div class="note-box">'''Note''': KBA authentication method is only available to users in the US location.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:7.16 Using Adobe Sign Console 06.png|720px|7.16 Using Adobe Sign Console 06.png]]</div>
*In the Options pane, type or select the following details:
**'''Check '''the Password Protect checkbox to enable password protection
**Completion Deadline
**Set Reminder
**Signature Type
***Electronic
***Written
**Recipient’s Language
**Message
***'''Type '''the email subject line in the “Adobe Sign Subject” field
***'''Type '''message body or retain default text provided
**Files
***Click Add Files or
***Drag-and-drop files in the “Drag More Files Here” box

4. '''Click '''Next below “Preview & Add Signature” Fields. The “preview and send” window opens.
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 07.png|720px|7.16 Using Adobe Sign Console 07.png]]</div>
5. '''Click '''the “Signature Fields” dropdown from the right navigation pane. The different signature options are displayed:

*Signature
*Digital Signature
*Initials
*Signature Block
*Stamp
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 08.png|720px|7.16 Using Adobe Sign Console 08.png]]<br/>  </div> <div class="image-green-border">6. '''Drag-and-drop''' a signature block, for example Digital Signature, to the desired area in the document.</div> <div class="image-green-border">[[File:7.16 Using Adobe Sign Console 09.png|720px|7.16 Using Adobe Sign Console 09.png]]</div> <div class="image-green-border">7. '''Click '''Send. The (signature) request gets submitted, the page reloads and a message is displayed to confirm the submission. </div> <div class="image-green-border"> </div> <div class="image-green-border">The agreement status moves to “Waiting for Signature” and the signatories added, removed or sequence changed through the console is synched back to ICI. <br/>  </div>
 

 

'''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Configuration|Configuration]] | [[Integrations|Integrations]] |[[Icertis_Adapter_for_Coupa_Integration|Icertis Adapter for Coupa Integratio]] | [[Salesforce|Salesforce]]  | [[Using_DocuSign|Using DocuSign]]

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= Using Adobe Sign =

== Sending an Own Paper Agreement for Electronic Signature ==

Electronic signatures are done through ''Adobe Sign (''or ''DocuSign)''. External signatories can choose one of these applications if they wish to do electronic signatures. Refer to Sending an Agreement for Third Party Signature  for details on sending the Agreement to external signatories.

To sign an Agreement electronically:

1. '''Open '''the e-mail you receive from "Adobe Sign (or DocuSign)"''.''

2. '''Click "'''Review Document"''.'' The "Please review & Act on These Documents"'' ''window opens.
<div class="image-green-border">[[File:Signature mail.png|360px|RTENOTITLE]]</div>
3. '''Select '''the'' "''I agree..." check box''' '''and '''click '''"Continue"'''''. '''''This enables the "Fields" menu in the left panel.   
<div class="image-green-border">[[File:I agree.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''If you are using Internet Explorer, '''click''' "Allow"'' ''at the tracking physical location message. In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company.</div>
4. '''Click "'''Sign"''''' '''''next to Signature''. "''The'' ''Adopt Your Signature" window'' ''is displayed if you are signing the document for the first time.
<div class="image-green-border">''[[File:Sign1.jpg|720px|RTENOTITLE]]''</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': If you have signed before, the system inserts the signature that you used when you signed for the first time.</div>
5. Verify your "Full Name", "Initials", and "Signature". Your Full Name and Initials appear as they are entered at the time of your user creation process. 
<div class="image-green-border">[[File:Adopt your signature.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': You cannot change the signature style once it appears on the document.</div>
6. '''Click '''"Finish". You receive a notification stating your signature process is completed. The status of the agreement changes to "Waiting For Internal Signature". An e-mail is sent to the internal signatory.
<div class="note-box">'''Note''': Internal Signatory can follow steps 1 to 9 to sign the Agreement electronically. Once signed, the status of the Agreement changes to ''Executed''.  A notification email is sent to the Primary Owner, Internal Signatory and External Signatory.</div>
7. '''Verify''' your signature on the "Select Style" tab:

*'''Click''' "Change Style" to change the style of your signature and initials. This displays a list of alternate styles. Use scroll arrows to scroll through the signatures. Select from the list of styles.
*Alternatively, '''click''' the "Draw" tab to draw your own signature. '''Click''' "Clear to clear the signature.

8. '''Click''' "Adopt And Sign". The Signature and Initials appear on the document.

All ''Executed'' Agreements signed using Adobe Sign, include an audit log of key details in the signature flow, such as: 

*The specific actions performed, such a document created, emailed, viewed and electronically signed
*Name of the user that performed these actions
*Time stamp of when those actions were completed
*IP address of the user that completed the actions

This feature is disabled by default and can be enabled from the Global Account Settings of Adobe Sign.

== Sending an Agreement for Third Party Signature ==

After an Agreement is approved, the Primary Owner can send it for external signature. 
<div class="note-box">'''Note''': For the Agreements that are signed outside ICI, you can choose to skip the Signature workflow manually, by selecting the Fully Signed option from the Signature Type drop-down list on the Create Agreement page. This moves the Agreement from Approved to Executed state directly without clicking on the Send for Signature button. If there are approvers, the Agreement moves to Executed state after the last approver approves it. This option is available while creating Agreements, Assignments, Amendments, and Termination Agreements, if configured in the "Contract Type."</div>
External signatory can choose to sign the Agreement:

*Manually: the primary owner emails a PDF of the agreement to the external signatory. The signatory prints the document, signs it and emails back a scanned copy. The primary or secondary owners upload the signed copy of the agreement into ICI, at which point it's status becomes executed.
*Electronically: ICI uses Adobe Sign and DocuSign for electronic signatures.
*Hybrid: The document can be signed both electronically as well as manually.
<div class="image-green-border">[[File:Signature Types.png|720px]]</div>
To send an Agreement to an external signatory, '''click''' "Send For External Signature" in the <a href="Agreement%20Details%20Page">Agreement Details Page</a>. The External Signatory receives an email from Adobe Sign or Docusign in the following format:
<div class="image-green-border">[[File:New format.png|720px|RTENOTITLE]]</div>
The status of the Agreement changes to "Waiting For External Signature".

== Sending an Agreement for Wet Signature using Adobe Sign's- Print sign and upload option  ==

Adobe Sign provides users the capability of signing documents manually using the Print, sign and upload option. However, earlier when the agreement document was wet signed and uploaded, it did not get synced back to ICI, and the agreement would get blocked in that state. With this release, ICI supports syncing back the signed agreement document and changed status, so that the user can proceed with the workflow as expected.

'''Note''': 

*If the Wet Signatures Only option is selected, then system mandates all the users to sign the agreement document using the Print, sign and upload option of Adobe Sign. 
*If the Wet Signatures Only option is not selected, then users can either sign it electronically or use the Print, sign and upload option to sign it manually. However, in this case if any user signs using the Print, sign and upload option, since all the signature tags will be lost, Adobe Sign will add an additional page to the end of agreement document that will have signature tags for subsequent signatories who are yet to sign.
*Attribute sync back to ICI will only work for the first signatory. Once Adobe Sign’s Print-Sign-Upload option is used, attribute tags are not available for subsequent signatories who are yet to sign the document.
*In case of parallel signatures, the wet signature option is not applicable. If the Wet Signature Only option is selected, then the agreement will be stuck in the Approved state. 

To send an Agreement for Wet (manual) signature: 

1. '''Select "'''Agreement Management"'' ''on the Dashboard. The Agreement Management'' ''page opens. 

2. '''Click "'''Create Agreement on the Agreement Management"'' ''page. The ''Create Agreement ''page opens. 

3. '''Click '''''Create and Send for Approval. ''The Agreement is sent to the selected Signatory and the Agreement status changes. 

4. On receiving the Agreement, the signatory has to '''click''' the ''Click here to review and sign'' hyperlink. The ''Adobe Sign'' page opens displaying the Agreement sent for Signature.
<div class="image-green-border">[[File:Review Sign Agreement-7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">5. '''Click '''the ''Print, sign and upload ''option from the ''Alternative actions ''drop-down''. The Print, sign and upload ''window opens''.''</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Print sign upload-7.9.png|720px|RTENOTITLE]]</div>
6. '''Click '''''Continue'' so that you can download the Agreement, print it, sign/initial where required, scan it and then upload it back to the ''Adobe Sign'' page.'' ''
<div class="image-green-border">''[[File:Print sign upload 1-7.9.png|560px|RTENOTITLE]]''</div>
7. '''Close''' the popup window that explains the steps to sign the Agreement.
<div class="image-green-border">[[File:Steps to Sign Agreement.png|560px|RTENOTITLE]]</div>
8. '''Navigate''' to the page in the Agreement document that displays Internal and External Party information.  

9. '''Enter''' the information. Some fields are mandatory and '''click''' ''Next''.

10. '''Click''' ''Download'' on the ''Download'', ''Print'', ''and Sign'' window. Alternatively, you can '''click''' ''Cancel'' if you need to make changes to the information added.  The ''Enter Your Information'' page opens.
<div class="image-green-border">[[File:Download Print Sign.png|560px|RTENOTITLE]]</div>
11. When you have signed the downloaded Agreement, you need to return to the ''Upload your Signed Agreement'' page and upload the signed Agreement.
<div class="image-green-border">[[File:Upload Signed Agreement.png|720px|Upload Signed Agreement.png]]</div>
12. '''Click''' ''Upload''. The Agreement is uploaded. It moves to the ''Approved'' state.

== Mandating an Agreement for Wet Signatures ==

You can opt for an Agreement to only be signed manually by all signatories by mandating it for wet signatures. 

To mandate an Agreement for Wet Signatures (manual signing):

1. When creating an Agreement, on the ''Signatory Information ''page, '''toggle '''the ''Mandate Wet Signatures in Echosign ''option to ''Yes.''
<div class="image-green-border">''[[File:Mandate Wet Signatures-7.9.png|720px|RTENOTITLE]]''</div>
2. '''Create''' the Agreement and send it for Approval to completely the signatory process.<br/> In the ''Adobe Sign Mail Details'' window, the ''Wet Signatures Only'' checkbox is selected by default. 
<div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]<br/>  </div>
== Sending Associated Documents to Adobe Sign ==

The current Send for Signature functionality only allows users to send the main Agreement for signature. It does not allow users to add the supporting documents along with the main Agreement document. <br/> With this release, ICI will support Preview and sending of the associated documents (Attachments) along with the main Agreement for signature. 
<div class="note-box">'''Note''': Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only the main Agreement document will be synchronized with ICI again.</div>
You need to have the Script attribute ''AdobeAssociateDocuments'' which should be associated with the Contract Type as well as its Associations that will be sent to the authorized signatories. 

To send Associated Documents to Adobe Sign: 

1. '''Select''' ''Agreement Management >Create Agreement'' on the dashboard. The ''Create Agreement''  page opens.
<div class="image-green-border">[[File:7.12 Adobe 01.PNG|720px|7.12 Adobe 01.PNG]]</div>
2. '''Select''' the ''Category'', ''Contract Type Name'' and ''Type of Paper'' on the ''Create Agreement'' page. For example, '''select''' ''Category'' as ''Default'', ''Contract Type Name'' as ''SaaS Agreement'' and ''Type of Paper'' as ''Own''.

3. '''Click '''''Next.''
<div class="image-green-border">[[File:Create Agreement 1.png|560px|RTENOTITLE]]</div>
4. '''Enter''' the information on ''Other Information Page'', ''Party Information Page'' and '''click''' ''Next''. The ''Signatory Information'' ''Page'' opens.

5. '''Select''' ''External First'' in the ''Signature Sequence'' and ''Electronic Signature'' in the ''Signature Type'' on the ''Signatory Information'' ''Page''. 

6. '''Select''' and add the External Signatory and an Internal Signatory for the Agreement.

7. '''Click''' ''Create''. The Agreement is created and the ''Agreement Details'' page opens displaying the Agreement in ''Draft'' state.

8. '''Click''' the ''Associations'' in the left pane on ''Agreement Details'' page. The ''Association Details'' page opens.   

9. '''Enter''' the information on the ''Create Association'' page in the ''Metadata'' tab and '''click''' ''Create''.

10. '''Click''' ''Publish'' on the ''Agreement Details'' page to publish the Agreement. The ''Published successfully'' message is displayed on the ''Information'' window.

[[File:Publish Agreement.png|560px|RTENOTITLE]]
<div class="image-green-border"> </div> <div class="image-green-border">11. '''Click''' ''Send for Approval'' on the ''Agreement Details'' page to send the Agreement for approval. The ''Please Confirm Team is not available. Agreement will move to the next possible state. Do you want to continue?'' Message is displayed. The status of the Agreement changes to ''Approved''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Please Confirm TeamNotAvailable.png|560px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">12. '''Click''' ''Send for External Signature''. The ''Adobe Sign Mail Details'' window is displayed.</div> <div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">13. '''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens. </div>
14. '''Select''' the Associated Document from the list and '''click''' ''Select'' to select the Associated Document to be sent for external signature. 
<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|560px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">15.'''Click '''the icon next to the document that you want to preview. The Agreement document opens in ''Preview ''mode. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Preview AgreementDocument.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">16. '''Click''' ''Send'' to send the Associated Document for External Signature. The status of the Agreement changes to ''Waiting for External Signature''. </div> <div class="note-box">'''Note''': You can select and send the parent as well child Associations for the Agreement.</div>
17. '''Open''' your mailbox and '''click''' the ''Click here to review and sign [DEMO USE ONLY ] Adobe Sign Subject'' link. The ''Adobe Sign'' page opens displaying the Agreement sent for Signature.
<div class="image-green-border">[[File:Review Sign Agreement-7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': Only Agreement specific tags will be displayed in the Agreement document when reviewing and signing it. After the Agreement document is signed, only Agreement will be synchronized with ICI and not Associations.</div>
=== Signing the Agreement Document ===

You can sign the Agreement document using Electronic Signature.

To sign an Agreement document: 

1. '''Click''' ''Next'' on the ''Agreement Details'' page. The page opens displaying the fields for performing the Electronic Signature.
<div class="image-green-border">[[File:Signing the AgreementDocument1.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' the ''Click here to sign in the Signature'' field. The ''Sign'' window opens where you can type, draw, attach and upload the signature image. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Signing the AgreementDocument2.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click''' ''Close'' or ''Apply'' to apply the signature and close the window. The signature is displayed in the Signature field. A message is displayed ''I agree to the Terms of Use and Consumer Disclosure of this Document''. </div> <div class="image-green-border">[[File:Signing the AgreementDocument3.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">4. '''Click''' the ''Click to Sign'' to sign the Agreement document. The ''You have successfully signed the agreement “[DEMO USE ONLY]” Adobe Sign'' message is displayed. The status of the Agreement changes to ''Waiting for Internal Signature''.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Signing the AgreementDocument4.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The Agreement document is sent for external signature.</div>
=== Preview and Send Agreement Document for Signature ===

You can preview and send the Agreement document for Signature. 

1. '''Click''' ''Recall'' on the ''Agreement Details'' page. The status of the Agreement changes to ''Approved''.

2. '''Click''' ''Edit'' on the ''Agreement Details'' page. The ''Party Information'' page opens. 

3. Make the necessary changes on this page and '''click''' ''Next''. The ''Signatory Information'' page opens. 

4. '''Click''' ''Yes'' in the ''Adobe Add Signature Tags'' field and then '''click''' ''Next''. The ''Select Template'' page opens. 
<div class="image-green-border">[[File:Adobe Add SignatureTags.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">5. '''Click''' ''Update'' to update the Agreement.</div>
6. '''Click''' ''Send for External Signature''. The ''Adobe Sign Mail Details'' window is displayed.
<div class="image-green-border">[[File:Adobe Sign Mail Details-Release7.9.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': The email Subject field supports <= 255 characters.</div> <div class="image-green-border"> </div> <div class="image-green-border">7. '''Click''' the mirror icon next to ''Attachments'' field. The ''Send for Signature'' window opens. </div>
8. '''Select''' the Associated Document from the list and '''click''' ''Select'' to select the Associated Document to be sent for external signature. 
<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature.png|560px|RTENOTITLE]]</div> <div class="image-green-border"> </div>
8.'''Click '''the icon next to the document that you want to preview. The Agreement document opens in ''Preview ''mode. 
<div class="image-green-border">[[File:Preview AgreementDocument.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border">9. '''Click''' ''Preview and Send'' to send the Associated Document for External Signature. The ''Send for Signature'' window opens. The status of the Agreement changes to ''Waiting for External Signature''.</div> <div class="note-box">'''Note''': You can preview the Associated document by clicking the icon next to the Association.</div>
10. '''Click''' ''Preview and Send'' again. The ''Agreement Details'' page opens in .pdf format.

11. '''Click''' ''Send'' in the ''Recipients'' pane on the ''Agreement Details'' page. The “[DEMO USE ONLY] ''Adobe Sign Subject''” ''has been successfully sent for signature ''message is displayed. 
<div class="image-green-border">[[File:Send AssociatedDocumentsforSignature 1.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div>
== Multi-Factor Authentication using Adobe Sign ==

ICI supports multi-factor authentication (MFA) for Adobe Sign customers at the Agreement level to ensure that select Agreements (such as high value and highly confidential Agreements) are only accessible to relevant users, as compared to only providing access based on the Name and Email address validation that was the case earlier. 

The MFA authentication is configured by enabling the multi-factor flag. This results in ICI sending the signatory’s phone number to Adobe Sign for processing the e-signature authentication of the user for that Agreement. If the phone number for the signatory is not available, a message is displayed indicating that the phone number is mandatory and one or more of the signatory’s phone number is missing.

'''Note: '''When both – the password and the phone authentication are enabled for an Agreement, then the password authentication takes precedence. 

To enable multi-factor authentication for an Adobe Sign customer:<br/> 1. '''Click''' the''User Administration ''tile.<br/> 2. '''Click''' the ''Users t''ile.<br/> 3. '''Click''' the ''Create User/Provision User'' (based on the user authorization to the instance) tile to open the ''Create User'' page.<br/> 4. On the''Details'' tab, enter the personal details of the user. ''The First Name, Last Name, Email Address,'' etc are mandatory fields. <br/> 5. In the ''Phone Number'' field, add the phone number of the user if you want to activate the authentication for the user.  

6. '''Check''' the ''Consent Acknowledgment'' checkbox below By adding phone number,''I confirm capturing user consent to receive important text messages from ICI'' to validate the user consent.

'''Note:''' This is not a mandatory field. However, it becomes mandatory to provide a phone number when the consent box is checked and vice-versa.

The phone number format needs to be in the Country Code-Phone Number. For example, '''1-555-555-5555.'''

7. '''Enter '''the remaining details of the page as required and click the Create button. This opens the ''Users ''page enlisting the user that you created in the list.

Multi-factor authentication is validated using the phone number when:

*The Country Code-Phone Number format is incorrect.
*A signatory is added by Rule and the Agreement is sent for approval but the mandatory ''Phone Number'' field is blank. The Agreement will still be sent for approval and the workflow will continue after clicking ''OK ''on the validation message.
*A signatory is added by Rule and the Agreement is sent for external signature but the mandatory Phone Number field is blank. The Agreement will not be sent for signature and will remain in the approved state.

=== The two step authentication using Adobe Sign ===

When the Agreement is sent for external signature and when the two step authentication is configured, the external signatory receives authentication messages in two ways:

*A voice call 
*An OTP code from ICI with an authentication code. On entering the code, the Agreement is sent for approval and workflow continues as expected.

== Sending an Agreement for Parallel Signatures using Adobe Sign ==

You can send Agreements for parallel signatures across internal and external signatories, instead of sequentially based on step numbers, when using Adobe Sign. This can be configured in Rules for signatories allowing ICI users to send the Agreement to either multiple external or internal signatories so that each of them can sign in parallel.

Let’s consider an example of 2 Internal signatories A and B and both are required to sign the Agreement in parallel; then the configurator configures the Approval Rule for internal signatories A and B with the same Step number but different Signatory order.

*So, if signatory '''A '''is set at Step Number 10 and Signatory Order 1, but Signatory '''B''' is set at Step Number 10 and Signatory Order 2, then the contract goes to both signatories '''A '''and '''B''' at the same time. However, signatory '''A''' will be prompted to sign at Signature Tag 1 whereas Signatory '''B '''will be prompted to Sign at Signature Tag 2 (based on the signatory order).
*Existing Approval rules will be enhanced to support this example, wherein 2 new Actions are now available in the Rules:
**''Select Parallel Signatory From Attribute'': Parallel signatory is selected from the User Attribute
**''Require Approval From By Condition'': User selects signatory on the Rule configuration page which will be considered as the parallel signatory during Agreement signing
<div class="image-green-border">To set up parallel signatories using Adobe Sign: <br/> 1. '''Click''' the ''Contract Type'' tile on the ''Dashboard''.<br/> 2. '''Click '''the ''Rules'' tile. This opens the ''Rules'' page.<br/> 3. '''Select '''a Contract Type from the ''Select Contract Type'' drop-down for which you want to define a Rule.</div> <div class="image-green-border">4. You can create a Rule or select a rule to edit.</div> <div class="image-green-border">5. '''Click''' the ''Edit'' icon. This opens the ''Edit Rule'' page.</div> <div class="image-green-border">6. '''Enter '''the mandatory details such Rule Name, Rule Type and Team Role if not auto-generated.<br/> 7. '''Click''' N''ext''. This opens the ''Build'' tab to add rules and actions to define the rule you want to define.<br/> 8. '''Click''' the ''Add Rule'' button.<br/> 9. '''Add''' '''Conditions''' for your Rule. For example, ''All > Adobe Add Signature > Is > True.''<br/> 10. '''Click''' ''Add Condition'' if you want to add more conditions to the rule. <br/> 11. '''Click''' ''Add Group'' if you want to define the group for whom the conditions apply.<br/> 12. '''Click '''the ''Select Action'' field in the''Actions'' section. The following actions are available in the drop-down to define the type and sequence of approval:</div>
*''Require Approval From'': Select one signatory to approve the Agreement
*''Require Signature in Parallel From'': Select multiple signatories to approve the Agreement based on the applied conditions 
*''Select User From Attribute'': Select the step number for the signatory to sign Agreement
*''Select Parallel Signatory From Attribute'': Select the step numbers for the signatories to sign the Agreement in Parallel
<div class="image-green-border">13. To select multiple signatories, select the ''Require Parallel Signatory ''option from the ''Action'' drop-down. Two new fields are added: ''Step Number ''and ''Signatory Order''. You can now define multiple signatories at the same step number and different signatory order, as required.</div> <div class="note-box">'''Note:''' If you select the Require Approval From option from the Actions drop-down, you will not be able to define signatories at different step numbers. </div>
14. '''Select '''the Actions for the first external signatory:

*'''Select''' the User by clicking the Add User  icon next to the field. This opens the Select User window. Select the first external signatory from the list. '''Click''' the ''Add ''button to add the user. For example, AE User9.
*'''Select '''the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 1.
<div class="image-green-border">15. '''Select''' the ''Actions'' for the second external signatory:</div>
*'''Select''' the user by clicking the Add User   icon next to the field. This opens the Select User window. Select the second external signatory from the list. '''Click''' the Add button to add the user. For example, AE User10.
*'''Select''' the Step Number for this signatory. For example, 10.
*'''Select''' the Signatory Order for this signatory. For example, 2.
<div class="image-green-border">16. '''Click '''''Next''. The ''Rule Summary'' page opens providing details of the rules defined.</div> <div class="image-green-border">17. '''Click''' ''Update'' to save the defined rules. The ''Rule Updated Successfully'' message is displayed.<br/> 18. '''Click '''''OK''. You can view the status and of the Agreement on the ''Agreement Details'' page. </div>
19. '''Click '''the ''Send for Approval ''button to send the Agreement to both signatories for approval. 

*Both signatories AE User9 and AE User10 will simultaneously receive an email from Adobe Sign.
*The tags will be introduced in the Agreement as per the defined Signatory Order.
*When signatory AE User9 signs the Agreement, a message will be displayed that the Agreement is successfully signed and the Agreement status will be ''Waiting for External Signature'' from AE User10.
<div class="note-box">'''Note:''' A new version of the Agreement is created each time an Approver signs it. This can be viewed on the ''Version'' tab of the Agreement. </div>
*When both signatories sign the Agreement, it moves to the ''Approved ''status.

 

 

== Sending Adobe Sign Email Notifications in the Recipient's Preferred Language ==

ICI has now improved user experience by providing support to send notifications to external signatories in the localized language when using Adobe Sign, instead of sending the notification in English to all users. This can be done through a technical configuration.

1. You can toggle the Agreement ''Preview'' to ''On ''or ''Off''. When it is turned ''On'', you can tag the signature by toggling the ''Adobe Add Signature Tags'' field to ''Yes''. By default, this field is set to ''No''.

2. When the Primary Owner clicks the ''Send for Signature'' button, a popup window opens. Enter the following details:

*External Signatories: displays the External Signatories based on the defined Rules
*''Internal Signatories:'' displays the Internal Signatories based on the defined Rules
*''Cc:'' can add more recipients (internal users)
*''Subject:'' an editable field that displays the default text
*''Additional Information:'' can add a custom message in any language using the Rich Text Editor
*''Default Message:'' a non-editable standard message that can be localized based on the user’s language pthe Additionbareference

3. You can Preview the document before sending it for signatures by clicking the ''Preview and Send'' button.

4. The recipient can preview the document and add tags as needed and click the ''Send'' button to send the document for signatures.
<div class="image-green-border">5. The Signatories will receive an Email notification from Adobe Sign in their preferred language.</div> <div class="image-green-border">6. The recipient receives an email from Adobe in their Inbox which contains the Agreement document that the signatory needs to sign.</div> <div class="image-green-border"> </div>
'''Key Points''': 

*This feature is only available for Agreements and Amendments
*Only 1000 characters are allowed for the Default Message and the Additional Information combined
*The default message is in English
*All Signatories get the same notifications (with customized text, if any), irrespective of their language settings
*Signatories at same Step Number will receive notifications at same time.
*The Signatories will receive the Email notification from Adobe Sign in English (default language):
**On Recall/ Reject
**On Delegation/ Change Signer 

== Providing a unified flexible signature process through Adobe Sign console ==

Signing agreements is often a combination of manual signatures and electronic signatures. ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.

ICI already supports displaying a preview of the envelope and adjusting the signature tags before sending the agreement for signatures, when using Adobe Sign. With this release, the Adobe Sign console has been enabled, through which users can:

*Add and modify the signatories.
*Tag signatories in the Adobe Sign console.
*Change the signatory sequence.  
*Specify their desired multi-factor authentication method (password, SMS, KBA, and so on) at each signatory level.

=== Using Adobe Console  ===

To send an agreement for signature using the Adobe Console:

When creating an agreement to be sent for signature using the Adobe Sign Console, ensure that the "Electronic Signature Console" attribute flag is set to Yes.

'''Note''': “Electronic Signature Console” is a seeded attribute. In order to be able to use the Adobe Sign Console, this attribute needs to be added in the desired agreement contract type.
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 01.png|720px|7.16 Using Adobe Sign Console 01.png]]</div>
When the created agreement is in Approved state:

1. '''Click '''“Send for Signature” on the Agreement Details page. The Adobe Sign Mail Details popup window is displayed.
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 02.png|720px|7.16 Using Adobe Sign Console 02.png]]</div>
2. '''Type''' details as required: Subject, Attachments and Additional Information.
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 03.png|720px|7.16 Using Adobe Sign Console 03.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click '''“Launch Esignature Console”. The Adobe Sign console opens in a new window.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:7.16 Using Adobe Sign Console 04.png|720px|7.16 Using Adobe Sign Console 04.png]]</div>
*Toggle the “Complete in Order / Any Order” option to complete the signature process as per sequence or in any order, respectively.
*Drag-and-drop the rows to change the signatory sequence.
*Signatories added to the agreement team in ICI are displayed here. The signatories can also be manually added or replaced by typing the email Id in the “Enter recipient email” field(s).
<div class="image-green-border"> </div> <div class="image-green-border">[[File:7.16 Using Adobe Sign Console 05.png|720px|7.16 Using Adobe Sign Console 05.png]]</div>
*Click the “Authentication” dropdown in the signatory row, to select an authentication method:
**Email 
**Password
**Knowledge Based Authentication (KBA)
**Phone
<div class="note-box">'''Note''': KBA authentication method is only available to users in the US location.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:7.16 Using Adobe Sign Console 06.png|720px|7.16 Using Adobe Sign Console 06.png]]</div>
*In the Options pane, type or select the following details:
**'''Check '''the Password Protect checkbox to enable password protection
**Completion Deadline
**Set Reminder
**Signature Type
***Electronic
***Written
**Recipient’s Language
**Message
***'''Type '''the email subject line in the “Adobe Sign Subject” field
***'''Type '''message body or retain default text provided
**Files
***Click Add Files or
***Drag-and-drop files in the “Drag More Files Here” box

4. '''Click '''Next below “Preview & Add Signature” Fields. The “preview and send” window opens.
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 07.png|720px|7.16 Using Adobe Sign Console 07.png]]</div>
5. '''Click '''the “Signature Fields” dropdown from the right navigation pane. The different signature options are displayed:

*Signature
*Digital Signature
*Initials
*Signature Block
*Stamp
<div class="image-green-border">[[File:7.16 Using Adobe Sign Console 08.png|720px|7.16 Using Adobe Sign Console 08.png]]<br/>  </div> <div class="image-green-border">6. '''Drag-and-drop''' a signature block, for example Digital Signature, to the desired area in the document.</div> <div class="image-green-border">[[File:7.16 Using Adobe Sign Console 09.png|720px|7.16 Using Adobe Sign Console 09.png]]</div> <div class="image-green-border">7. '''Click '''Send. The (signature) request gets submitted, the page reloads and a message is displayed to confirm the submission. </div> <div class="image-green-border"> </div> <div class="image-green-border">The agreement status moves to “Waiting for Signature” and the signatories added, removed or sequence changed through the console is synched back to ICI. <br/>  </div>
 

 

'''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Configuration|Configuration]] | [[Integrations|Integrations]] |[[Icertis_Adapter_for_Coupa_Integration|Icertis Adapter for Coupa Integratio]] | [[Salesforce|Salesforce]]  | [[Using_DocuSign|Using DocuSign]]

File:Signature Types.png

2022-01-19T07:06:03Z

AmolRedij: AmolRedij uploaded a new version of File:Signature Types.png

File:Signature Types.png

2022-01-19T07:04:00Z

AmolRedij:

Admin Task

2022-01-19T06:42:11Z

AmolRedij:

= Admin Task =

== Search Sync ==

The Search Sync tool gets data from Icertis Search for a given instance’s "Sys Id" and synchronizes it, if required. Using the fetched ES value, the tool validates if the Sys Id is the latest for the respective instance or if a sync is required. The Administrator can access this option from the "Admin Task" on the "Admin" tile.

If the key exists, the latest value from ES will be displayed. If the key does not exist, the system displays an error message indicating that the value could not be fetched for the provided Sys Id. The Sys Id can be provided as input CSV file or as comma separated. Either comma separated Sys Ids can be entered or a CSV file can be uploaded.

This helps to make the entity search more streamlined and efficient. Users can quickly refer to related agreements at the time of deals or audits.
<div class="note-box">'''Note''': Data can be fetched from only one instance at a time. A dedicated key must exist for ES sync to work with "Sys ID".</div>
You can search the documents that an Agreement is linked to.

To use the Search Sync Tool:

1. '''Click''' Admin tile on the Home page and then '''click''' "Admin Task".
<div class="image-green-border">[[File:Admin Task Menu Access.png|450px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The Admin Task page opens.</div>
2. '''Click''' "Search Sync"'' ''menu from the left pane.
<div class="image-green-border">[[File:Admin Task Landing Page.png|500px]]</div> <div class="image-green-border"><div class="image-green-border">
3. '''Select''' the “Entity Type” from the drop-down to sync data to the Icertis Search. For example, Agreement.

4. '''Select''' the “Contract Type” from the drop-down''.''

To get the “Sys Ids”'','' you can either use the “Upload CSV” feature to upload the .CSV Agreement or enter the Sys Id using comma separated values in the box.

[[File:Entity Type1.png|720px|Entity Type.png]]
</div> </div>
5. '''Click''' the “Upload CSV” button to upload the CSV document. The “Upload Document” window opens.

6. '''Click''' the “Select File” button to upload a CSV file and add a note, if required.
<div class="image-green-border">[[File:UploadSysID File1.png|720px|Upload Sys ID File.png]]</div> <div class="image-green-border"> </div>
7. '''Click''' the "Upload" button. The file is uploaded to the "File Path" displayed''.''

''   '' If the uploaded file format is incorrect, an alert message is displayed. The supported file formats will be also be displayed.
<div class="image-green-border">[[File:Search Sync File Error1.png|720px|Search Sync File Error1.png]]</div>
8. '''Click''' the "Sync" button. The "Sync Request Accepted" message is displayed. 
<div class="image-green-border">[[File:Search Sync Accepted.png|720px|Search Sync Accepted.png]]</div>
9. Users can now get data from ES for a given instance’s SysId and can check if it has the latest value or if sync is needed.

10. '''Select''' "Get ES Value".

11. Enter the SysId and '''click''' the "Go". If the key exists, the latest value from ES will be displayed. If the key does not exist, an error message, "Please enter valid SysId" is displayed.
<div class="image-green-border">[[File:8.0-Search-Sync-GET-ES.PNG|720px|8.0-Search-Sync-GET-ES.PNG]]</div>
 
<div class="note-box">'''Note''': Data can be fetched from only one instance at a time.</div>
== Legacy Upload ==

Organizations may have a large number of existing Agreements that are created outside of ICI platform. These are henceforth referred to as Legacy Agreements. Organizations may want to import these Agreements to ICI to leverage its vast capabilities and manage all Agreements within a single platform.<br/> The Legacy Upload feature enables ICI Administrator to easily upload in bulk the legacy agreements that were created outside of ICI. This feature enhances productivity by allowing you to upload a large volume of existing Agreements and other entities using Excel.

The highlights of this feature are : 

*Uploading Agreements, Teams, Notes and Commitments in bulk.
*Uploading Associations, Masterdata, User Information and Amendments in bulk.
*Scheduled batch processing for improved performance.
*Enhanced validations, including the ability to exclude the specified attributes from being validated. 
*Ability to view logs and reporting of success and failure statuses for validations and uploads.

You can use the utility to upload the following entities: 

*Agreements 
*Amendments
*Associated Documents (with or without workflow)
*Masterdata (with or without workflow)
*Team, Notes, and Commitment
*User details

Refer to the  [[Legacy_Upload|Legacy Upload]] page or link for more details.

== Translations Editor ==
<div class="image-green-border">
The ICI platform is available in different languages and different languages label text are available for localization. However, to make any changes to the localization values, users had to reach out to the Solutions Engineering or Database teams. Sometimes, these changes were minor and of low complexity, but the turnaround time was substantial.

Hence, a self-service "Translations Editor" tool has been introduced that contains all strings that are localized.

Users can now download all keys and their localization values as an Excel file, modify multiple values, and upload the modified changes to ICI. Once the values are updated in ICI, the caches are updated automatically to avoid the cache flush and server restart. This has significantly enhanced productivity as the turnaround time to update the Resource Key values has been eradicated.

Using this tool, users can now:

*Search for a specific string using the search bar and update the Resource Key value for Language and Locale.
*Update multiple language strings by selecting and saving the Resource Key value.
*Download and upload the localization key values using Microsoft Excel.
*View the modified values in the ICI instance immediately.
</div>
To use the Translations Editor Tool:

1. C'''lick''' Admin tile on the Home page and then '''click''' "Admin Task". The "Admin Task" page opens.

2. '''Select''' the "Translation Editor"task from the left pane''.''

Users can update translations in the following ways:

*For selective editing, select a language and a resource key to update the translations.
*For bulk editing and updation of multiple languages and resource keys, use the Download / Upload option to download an MS Excel sheet.

===== Selective Editing to Update Translations =====

For editing Resource Key values selectively:

1. From the "Select Language" drop-down, select a language in which you want to edit the labels. For example, français (French).
<div class="image-green-border">[[File:Select Language1.png|720px|Select Language.png]]</div>
The Resource Key and respective values of the selected language are displayed.
<div class="image-green-border">[[File:Resource Key List1.png|720px|Resource Key List.png]]</div>
2. '''Ente'''r a "ResourceKey" value in the "Search" field to edit. For example, default. All ResourceKey(s) with the "Par défaut (default)" values from the French language are displayed.
<div class="note-box">'''Note:''' ResourceKey is a unique key by which the application gets its label text for different languages.</div>
3. '''Click '''the "Edit this Resource Key for the Multiple Languages"'' ''icon [[File:Edit Resource Key Icon.png|20px|Edit Resource Key Icon.png]] in the "Actions" column on the right.
<div class="image-green-border">
You can change the key for a single language or for multiple languages as required. For example, change "Par défaut to défaut" in French or "Predeterminado" in Español (Spanish) to "Defecto".

[[File:Edit Resource Key1.png|600px|Edit Resource Key.png]]

4. '''Click''' the "Update" button.

5. After the "Resources Updated Successfully" message is displayed.

You can select the respective languages (French or Spanish) to verify that the resources have been successfully updated.
</div>
===== Bulk Editing in Multiple Languages =====

 For editing Resource Key values of multiple languages in bulk:

1. '''Click''' the "Download File" button. A Microsoft Excel file (named BulkActionWorkBookStringResource) that contains all the Resource keys and values for all supported languages in ICI is downloaded.
<div class="image-green-border">[[File:Translations Bulk Upload1.png|720px|Translations Bulk Upload1.png]]</div>
2. '''Open''' the downloaded Microsoft Excel file.

3. '''Click''' "Enable Editing". All ICI supported language Resource keys and their respective values are displayed.

4. '''Edit''' the ResouceKey of multiple languages as required.

5. '''Save''' the Excel file.

6. '''Click''' the "Upload File" button. The "Upload Translations" window opens.

7. '''Click "'''SelectFile". The "Open"''window opens.''

8. '''Select''' the updated Excel file.

9. '''Click''' "Open". A warning window opens indicating that this is a heavy operation and can potentially affect overall application performance.

10. '''Click''' "Ok". The "Upload Summary" displays the number ''of "''Records Uploaded", "Records Processed", and "Records Updated Successfully"''values.''

11. '''Click''' "Close". The label translations have been achieved for multiple languages in bulk.

== Data Management ==

Moving one step ahead in the self-service, ICI now allows performing data management activities for entities in all workflow stages.

The data management activities introduced with this release are update and delete operations for Agreements, Associated Documents, Contract Requests, User Information, Files and Attributes. These self-serve data management operations will empower administrative users to troubleshoot data inconsistency issues on their own.

However, users are advised to execute these operations cautiously as the data fix does not go through necessary business validations and are performed directly in the database itself. Furthermore, updating or deleting data through the data management tool cannot be undone and will not trigger any underlying rules, workflows, notifications, triggers, or integrations. Therefore, it is recommended to follow standard ICI workflows for any major or entity state modifications.
<div class="note-box">'''Note:''' The type of attributes such as Expressions, Conditional, Multi-select Lookup, Script, and System will remain non-editable and cannot be updated through the data management tool.</div>
By default, the Data Management utility is enabled and can be controlled through the technical configuration.

Administrators can perform the following actions from the Data Management page:

*Replace User
*Delete Entity
*Update Entity

A data management notification will be sent to a user who performs any data fix action along with primary owner, secondary owner and contract manager upon the data fix task completion with the details of the entity and modified data.

Please refer [[Notifications_Dashboard|"Notifications Dashboard"]] page for notification details.
<div class="note-box">'''Note:''' Data Management tools do not support updating data for any add-in applications. The validations will not be performed for any data fixed through Data Management tools.</div>
=== Replacing a user with multiple users ===

In ICI, administrators can replace user(s) with all associated records using the “Replace User” functionality. In practice, administrators may need to replace a user with more than one user. For example, if a user leaves the organization, the administrator may want to replace that user by dividing agreements associated with that user, in subsets, among multiple users. This would help the organization to balance the workload within its employees.

Administrators can now: 

*Replace the user with one or more users by selecting the entity and all/selective instances of that entity and create a saved search for an input to replace users.  
*Validate the replaced user role against the assigned role. 
*Get a notification on adding or completing a task.

This capability is available across ICI for contract requests, agreements, associations, masterdata, template and clause teams, user groups, and rules. A separate data management user interface is provided for these admin actions.
<div class="note-box">'''Note:''' Data Management tools do not support updating data for any add-in applications. The validations will not be performed for any data fixed through Data Management tools.</div>
To replace user:

1. '''Navigate''' to the "Data Management" page.

2. '''Select '''"Replace User" in the "Action" field. The fields to enter details such as user to be replaced, user to be assigned, replacement criteria, and entity are displayed.

3. '''Click '''Add User icon corresponding to the "Replace User" field. The "Search User" drawer opens.
<div class="image-green-border">[[File:Replace User 3.png|720px]]<br/> ''' '''<br/> 4''. '''''Search '''and '''select '''a user you want to replace.</div> <div class="image-green-border">[[File:Select User to Replace.png|720px]]</div> <div class="image-green-border"><br/> 5. '''Click '''"Add". The user will be entered in the "Replace User" field.</div>
6. '''Search '''and '''Add '''the "Assign To" user with whom you want to replace the user.
<div class="image-green-border">[[File:Assign Replace User.png|720px|Assign Replace User.png]]<br/>  <br/> 7. '''Select '''"Replace Based On" criteria from options:</div>
*Saved Search
*Contract Type
*All Instances For Selected Entities 

'''Saved Search'''<br/> Administrators can replace a user in selective instances of an entity with different users by selecting a relevant Saved Search configured for that entity and user.

For example, user John Watson is added to the Teams of agreements from India and US regions. He can be replaced by multiple users by splitting agreements under his name in subsets using Saved Searches, one for agreements for the India region and the other for agreements in the US region. A saved search "JonhWatson_India_Agreements" can be created for John Watson's’s India region agreements and assigned to a user Johne Doel.  A saved search "JonhWatson_US_Agreements" for his US region agreements can be created and assigned to another user, for example, Prajakta.
<div class="note-box">'''Note: '''You can create "Saved Search" for Agreements from the Agreement Index page. Filter the records from "Refine View" in the left and "Save View". Then can update the view if required by selecting it under "More Views" in the title bar.</div>
7.1 '''Select '''"Saved Search". The "Entity" and "Saved Search" fields are displayed.

      '''Select '''the Entity for which you want to replace the user in its instances "Team". For example, "Agreement Team".

      '''Select '''the "Saved Search". For example, "John_Watson_India_Agreements". Users need to create a saved search on the entity for which they want          to replace a user in its instances team.

      '''Click '''"Submit". The success message flashes displaying a "Replace User action is submitted successfully".''' '''

'''Contract Type'''<br/> This option replaces a user added in "Rules" actions configured on the selected "Contract Type" by the "Assign To" user.

7.2 '''Select '''"Contract Type". The "Entity" and "Contract Type" fields are displayed.

      '''Select '''the "Entity" as "Rules".

      '''Select '''"Contract Types". For example, "Standard Document Master".

      '''Click '''"Submit". The success message flashes displaying a "Replace User action is submitted successfully".
<div class="image-green-border">[[File:Replace User Contract Type.png|720px]]</div>
'''All Instances For Selected Entities'''

This option replaces a user in the Team of all instances of the selected entity by the "Assign To" user.

7.3 '''Select '''"All Instances For Selected Entities". The Entity field is displayed.

      '''Select ''''Entity". For example, "Agreement Team". 

      '''Click '''"Submit". The success message flashes displaying a "Replace User action is submitted successfully".
<div class="image-green-border">[[File:All Instances For Selected Entities.png|720px|All Instances For Selected Entities.png]]</div>
The task is submitted and will be scheduled and processed according to the "Time zone" set in "User Preferences". The audit details are captured and displayed in the Agreement History tab.

Users can access the notifications in the "Data Management" category from the "Notifications Dashboard" from the bell icon on the top right. The notification contains a link to view the summary of the Replace User task. 
<div class="image-green-border">[[File:Data Management Notifications Dashboard1.png|600px|Data Management Notifications Dashboard1.png]]</div>
=== Deleting an Entity ===

When you want to remove certain records as a part of data clearance process, Administrators can mark the entity instances as deleted for you using Data Management tools.
<div class="note-box">Note: Deleting data this way, through data management tools, will not trigger any rules, events or integrations configured on concerned entities.</div>
When the entity instance is deleted, its linked child records will also be marked as deleted as per the standard behavior and will not be accessible. Administrators can delete instances of agreement, amendment, contract request and associated document entities in any workflow states.

To delete an entity instance:

1. '''Navigate '''to the "Data Management" option as mentioned in the above section.

2. '''Select '''the "Delete Entity" in the "Action" field. The fields to select an entity and its instance to be deleted, are displayed.
<div class="image-green-border">3. '''Select '''the "Entity" which you want to delete. For example, "Agreement".</div>
4. '''Click '''the Search icon corresponding to the "Entity Instance" field to select an instance of that entity to be deleted. The Lookup Search "Select Agreement" drawer for the selected entity opens.
<div class="image-green-border">[[File:Select Instance Entity1.png|720px|8.0-Data-fix-tools-Deleting.PNG]]</div>
5. '''Choose '''an instance and '''click "'''Select".

6. '''Click "'''Submit". The confirmation window appears'''.'''

7. '''Click '''"Yes". The selected entity instance will no longer be accessible.
<div class="note-box">'''Note: '''When you delete an entity instance, its linked associations will also be marked as deleted as per the standard behavior.</div>
=== Updating an Entity ===

There may be a business requirement to update selective data as a data maintenance and management process without processing any underlying actions associated with the update. Also, there may be a case, where a user does not have required access privileges to modify specific data. In such cases, Administrators can update data for you using Data Management tools.
<div class="note-box">'''Note:''' Updating data through data management tools will not trigger any rules, events, workflows or integrations configured on concerned entities.</div>
Administrators can update instances of agreement, amendment, contract request, associated document, masterdata, user information and commitment entities. Business users can view the data modifications done for a specific record in the audit logs from the History tab on the entity details page.

To update entity:

1. '''Navigate '''to the "Data Management" page as mentioned in the above section. 

2. '''Select '''the "Update Entity" option in the "Action" field. The fields to select an entity, its instance, and attribute are displayed.

3. '''Select "'''Entity". For example, "Masterdata".

4. '''Click '''the Search icon corresponding to the "Entity Instance" field to select an instance of the entity that you want to update. The Lookup Search "Select MasterData" drawer for the selected entity opens.

5. '''Select '''an instance. All supported attributes from the selected entity are displayed in the Attribute dropdown field.

6. '''Select '''the "Attribute" whose value you want to modify. For example, "Name". The attribute’s value from the selected instance is displayed for a user to edit.
<div class="image-green-border">7. '''Edit '''the attribute value as per the requirements. For example, enter a value for Name''.''</div> <div class="image-green-border">''[[File:Select Attribute.png|720px|Select Attribute.png]]''</div>
8. '''Click '''"Submit". The confirmation window opens.

9. '''Click '''"Yes" to proceed. The attribute of the entity instance will be updated with the new value.
<div class="note-box">'''Note:''' The Commitment attributes such as Commitment Code, Recurring Commitment, Commitment Frequency, Commitment type, Business Owner, Start Date and End date cannot be updated using Data Management actions.</div> <div><div><div> </div> <div id="_com_1">'''Related Topics: '''''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] |[[Legacy_Upload|Legacy Upload ]]| [[Notifications_Dashboard|Notifications Dashboard]]''</div> </div> </div>

File:Replace User Contract Type.png

2022-01-19T06:26:42Z

AmolRedij:

File:Select User to Replace.png

2022-01-19T06:15:05Z

AmolRedij:

File:Replace User 3.png

2022-01-19T06:10:35Z

AmolRedij:

File:Admin Task Landing Page.png

2022-01-19T05:44:47Z

AmolRedij: