ICIHelp8.2 - User contributions [en]

https://iciwikiapac.icertis.com:443/ICIHelp8.2/api.php?action=feedcontributions&feedformat=atom&user=IDT-2 ICIHelp8.2 - User contributions [en] 2026-05-14T14:08:54Z User contributions MediaWiki 1.25.2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5542 Team 2017-10-10T06:58:26Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> The ''Team'' tab displays the users with their roles&nbsp;assigned to the team of a specific&nbsp;Agreement. You can:<br /> <br /> *Search&nbsp;any user by either using the&nbsp;''Grid'' or ''Tile'' view. <br /> *Add any user to the ''Team ''from either of the views. <br /> *View the graphical representation of the Agreement lifecycle through the&nbsp;''Progress'' view. It displays the different states that the Agreement has been through and the actions taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail.<br /> <br /> '''Grid View:'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in a tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <div class="image-green-border">[[File:Team Grid Edited.png|RTENOTITLE]]</div> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays all the team members assigned to the Agreement team, irrespective of their roles. <br /> :*Approvers:&nbsp;displays the team members assigned as&nbsp;an Approver. <br /> :*Core: displays the team members assigned as a Primary and Secondary Owner. <br /> :*Extended: displays the team members&nbsp;assigned as a Business Owner, Observer and Reviewer.&nbsp;&nbsp; <br /> :*Signatories:&nbsp;displays the team members assigned as&nbsp;Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in a tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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&nbsp;your search.</li><br /> <li>Sort your search results&nbsp;by clicking the&nbsp;''Filter'' icon provided in each column. '''Click'''''<i>Filter</i> icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View:'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <div class="image-green-border">[[File:Team tile Edited .png|RTENOTITLE]]</div> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign: click to reassign&nbsp;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&nbsp;helpful, if an assigned Approver is either the wrong person or is busy.&nbsp; <br /> *Enable: click to roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable: click to disable a&nbsp;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. <br /> *Remove: click to remove the user from the team, if required. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> '''Progress View'''<br /> <br /> The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement worhflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.<br /> <div class="image-green-border">[[File:Progress View Edited.png|RTENOTITLE]]</div> <br /> The three sections of ''Progress ''view are:<br /> <br /> *'''Generate''' - &nbsp;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. <br /> *'''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. <br /> *'''Check & Sign - '''this section displays external and internal signatories in different boxes. <br /> <br /> &nbsp;<br /> <br /> To add a team member through Team tab follow the below steps:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Versions&diff=5541 Versions 2017-10-10T06:51:42Z

<p>IDT-2: </p> <hr /> <div><br /> = Versions =<br /> <div><br /> All the versions of&nbsp;&nbsp;the chosen&nbsp;Agreement are displayed under the Versions tab. When&nbsp;an attribute is added&nbsp;through a Template to an Agreement is&nbsp;updated,&nbsp;the Agreement goes through the approval cycle again and&nbsp;a new version of the&nbsp;Agreement is created. Through the&nbsp;''Versions'' tab, you can view and download any available version. Versions can be viewed either through the&nbsp;''Grid'' or ''List'' view. &nbsp;By default, the&nbsp;''Grid ''view is selected.<br /> </div> <br /> Let’s go through each view in detail.<br /> <br /> '''Grid View'''<br /> <br /> ''Grid'' view reduces the time required to go through the complete list of available versions to find a&nbsp;specific one.&nbsp;Using this view, you can easily refine your search for specific version. You can further sort your results by using the&nbsp;''Filter''&nbsp;provided in each column.<br /> <div class="image-green-border">[[File:Version Grid Edited.png|RTENOTITLE]]</div> <br /> Follow these steps to search the specific version:<br /> <br /> #'''Click''' ''Agreement Management'' tile on ''My Dashboard''. This opens the ''Agreements'' page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]&nbsp;''icon next to the Agreement, whose version you want to view and download. <br /> #'''Click''' ''Versions'' in the left pane, this displays all the available Agreement versions. By default, ''Grid''&nbsp;view is selected. <br /> #You can refine your search&nbsp;by using the ''Refine Search Here&nbsp;''field. For example, you can either type the&nbsp;User Role or the initials of ''User Name'' who created the Agreement. This filters the results to display only those records that match&nbsp;your search. <br /> #You can download Agreement versions either in Microsoft Word or PDF format.&nbsp;'''Click'''&nbsp;''Word&nbsp;[[File:Word.png|RTENOTITLE]]'' icon or ''PDF''&nbsp;[[File:PDF.png|RTENOTITLE]] icon under ''Document'' to download the specific version. <br /> #You can sort your search results by clicking the&nbsp;''Filter''&nbsp;[[File:Filter.png|RTENOTITLE]]&nbsp;icon provided in every column. '''Click''' ''Filter&nbsp;[[File:Filter.png|RTENOTITLE]]&nbsp;''icon and choose options relevant to your search in the fields.&nbsp; <br /> <br /> '''List View'''<br/> The&nbsp;''List&nbsp;''view displays the complete list of versions available. Here you can view and download them.<br /> <div class="image-green-border">[[File:Version List Edited.png|RTENOTITLE]]</div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=History&diff=5540 History 2017-10-10T06:44:12Z

<p>IDT-2: </p> <hr /> <div><br /> = History =<br /> <br /> History tab displays the entire lifecycle of an Agreement in the form of logs. Here you can view all the logs relevant to the action taken on the selected Agreement in the specific state. It also displays the date, time and by whom the action was taken. History logs can be viewed either using ''Grid'' or ''List'' view.&nbsp;By default, ''Grid ''view is selected.<br /> <br /> Let’s go through both Grid and List view in detail:<br /> <br /> '''Grid View'''<br /> <br /> Grid view dramatically reduces the time required to go through the complete list of available logs to find a specific one. Using this view, you can easily refine your search for any specific historical log.<br /> <br /> The search results are displayed in a tabular form. You can further sort your results by using the ''Filter'' provided in each column.<br /> <div class="image-green-border">[[File:History Grid Edited.png|RTENOTITLE]]</div> <br /> Follow these steps to search the log:<br /> <br /> #'''Click''' ''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View''&nbsp;[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement, whose historical logs you want to see. <br /> #'''Click''' ''History'' in the left pane. This displays all the logs related to that Agreement. By default,&nbsp;Grid is selected. <br /> #You can refine your search by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays the logs for all states. <br /> :*Draft: displays the&nbsp;logs when the Agreement is&nbsp;in ''Draft'' state. <br /> :*Approval: displays the&nbsp;logs when the Agreement is&nbsp;in&nbsp;''Waiting for Approval ''state. <br /> :*Execution: displays the logs when the Agreement is&nbsp;in ''Executed'' state. <br /> :*Post-Execution:&nbsp;displays the logs after the Agreement is ''Executed''. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in the tabular form.</li><br /> <li>You can further refine your search using the ''Refine Search'' field. For example, you can either type the initials of user name who created the Agreement or type initials of the Event. This filters the results to display only those records that match your search.</li><br /> <li>You can sort your search results further by clicking the ''Filter'' [[File:Filter.png|RTENOTITLE]]&nbsp;icon provided in each column. '''Click''' the ''Filter&nbsp;[[File:Filter.png|RTENOTITLE]]'' icon and choose the options relevant to your search in the fields.</li><br /> </ol><br /> <br /> &nbsp;<br /> <br /> '''List View'''<br /> <br /> The&nbsp;''List&nbsp;''view displays the complete list of historical logs available. You can refine your search by selecting&nbsp;the specific ''Status'' provided on the page.&nbsp;<br /> <div class="image-green-border">[[File:History List Edited .png|RTENOTITLE]]</div> <br /> '''Click''' ''Hide/Show All Changes'' to view the old and new value for that specific log.</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5539 Team 2017-10-05T12:34:48Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> The ''Team'' tab displays the users with their roles who are assigned to the team of the Agreement. From here you can:<br /> <br /> *search for any user by either using ''Grid'' or ''Tile'' view. <br /> *add any user to the ''Team ''from either of the views. <br /> *view the graphical presentation of the Agreement lifecycle through ''Progress'' view. It displays different state which the Agreement has gone through and the action taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View:'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <div class="image-green-border">[[File:Team Grid Edited.png]]</div> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays all the team members who are assigned to the Agreement team irrespective of their roles. <br /> :*Approvers:&nbsp;displays the team members who are assigned as an Approver. <br /> :*Core: displays the team memebers who are assigned as Primay and Secondary Owner. <br /> :*Extended: displays the team members who are assigned as Business Owner, Observer and Reviewer.&nbsp;&nbsp; <br /> :*Signatories:&nbsp;displays the team members who are assigned as&nbsp;Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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 matches your search.</li><br /> <li>Sort your search results&nbsp;by clicking ''Filter'' icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View:'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <div class="image-green-border">[[File:Team tile Edited .png]]</div> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign: click to reassign&nbsp;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&nbsp;helpful, if an assigned Approver is either the wrong person or is busy.&nbsp; <br /> *Enable: click to roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable: click to disable a&nbsp;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. <br /> *Remove: click to remove the user from the team, if required. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> '''Progress View'''<br /> <br /> The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement worhflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.<br /> <div class="image-green-border">[[File:Progress View Edited.png]]</div> <br /> The three sections of ''Progress ''view are:<br /> <br /> *'''Generate''' - &nbsp;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. <br /> *'''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. <br /> *'''Check & Sign - '''this section displays external and internal signatories in different boxes. <br /> <br /> &nbsp;<br /> <br /> To add a team member through Team tab follow the below steps:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Versions&diff=5538 Versions 2017-10-05T12:32:44Z

<p>IDT-2: </p> <hr /> <div><br /> = Versions =<br /> <div><br /> All the versions of&nbsp;&nbsp;the chosen&nbsp;Agreement are displayed under the Versions tab. When&nbsp;an attribute which is added to the Agreement through Template, gets updated and the Agreement goes through the approval cycle again, a new version of the&nbsp;Agreement is created. Through ''Versions'' tab you can view and download them. Versions can be viewed either through ''Grid'' or ''List'' view. &nbsp;By default, ''Grid ''view is selected.<br /> </div> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View'''<br /> <br /> ''Grid'' view reduces the time required to go through the complete list of available versions to find the specific one.&nbsp;Using this view, you can easily refine your search for specific version.You can further sort your results by using the&nbsp;''Filter''&nbsp;provided in each column.<br /> <div class="image-green-border">[[File:Version Grid Edited.png]]</div> <br /> Follow these steps to search the specific version:<br /> <br /> #'''Click''' ''Agreement Management'' tile on ''My Dashboard''. This opens the ''Agreements'' page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]&nbsp;''icon next to the Agreement, whose version you want to view and download. <br /> #'''Click''' ''Versions'' in the left pane, this displays all the available Agreement versions. By default, ''Grid''&nbsp;view is selected. <br /> #You can refine your search&nbsp;by using the ''Refine Search Here&nbsp;''field. For example, you can either type initials of ''User Name'' who created the Agreement or User Role. This filters the results to display only those records that matches your search. <br /> #You can download Agreement versions either in Microsoft Word or PDF format.&nbsp;'''Click'''&nbsp;''Word&nbsp;[[File:Word.png]]'' icon or ''PDF''&nbsp;[[File:PDF.png]] icon under ''Document'' to download the specific version. <br /> #You can sort your search results by clicking ''Filter''&nbsp;[[File:Filter.png|RTENOTITLE]]&nbsp;icon provided in every column. '''Click''' ''Filter&nbsp;[[File:Filter.png|RTENOTITLE]]&nbsp;''icon and choose options relevant to your search in the fields.&nbsp; <br /> <br /> '''List View'''<br/> The&nbsp;''List&nbsp;''view displays the complete list of versions available. Here you can view and download them.<br /> <div class="image-green-border">[[File:Version List Edited.png]]</div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:PDF.png&diff=5537 File:PDF.png 2017-10-05T12:32:12Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Word.png&diff=5536 File:Word.png 2017-10-05T12:31:41Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=History&diff=5535 History 2017-10-05T12:30:05Z

<p>IDT-2: </p> <hr /> <div><br /> = History =<br /> <br /> History tab displays the entire lifecycle of an Agreement in the form of logs. Here you can view all the logs relevant to the action taken on the selected Agreement in the specific state. It also displays the date, time and by whom the action was taken. History logs can be viewed either using ''Grid'' or ''List'' view.&nbsp;By default, ''Grid ''view is selected.<br /> <br /> Let’s go through both Grid and List view in detail:<br /> <br /> '''Grid View'''<br /> <br /> Grid view dramatically reduces the time required to go through the complete list of available logs to find a specific one. Using this view, you can easily refine your search for any specific historical log.<br /> <br /> The search results are displayed in a tabular form. You can further sort your results by using the ''Filter'' provided in each column.<br /> <div class="image-green-border">[[File:History Grid Edited.png]]</div> <br /> Follow these steps to search the log:<br /> <br /> #'''Click''' ''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View''&nbsp;[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement, whose historical logs you want to see. <br /> #'''Click''' ''History'' in the left pane. This displays all the logs related to that Agreement. By default,&nbsp;Grid is selected. <br /> #You can refine your search by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays the logs for all states. <br /> :*Draft: displays the&nbsp;logs when the Agreement is&nbsp;in ''Draft'' state. <br /> :*Approval: displays the&nbsp;logs when the Agreement is&nbsp;in&nbsp;''Waiting for Approval ''state. <br /> :*Execution: displays the logs when the Agreement is&nbsp;in ''Executed'' state. <br /> :*Post-Execution:&nbsp;displays the logs after the Agreement is ''Executed''. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in the tabular form.</li><br /> <li>You can further refine your search using the ''Refine Search'' field. For example, you can either type the initials of user name who created the Agreement or type initials of the Event. This filters the results to display only those records that match your search.</li><br /> <li>You can sort your search results further by clicking the ''Filter'' [[File:Filter.png|RTENOTITLE]]&nbsp;icon provided in each column. '''Click''' the ''Filter&nbsp;[[File:Filter.png|RTENOTITLE]]'' icon and choose the options relevant to your search in the fields.</li><br /> </ol><br /> <br /> &nbsp;<br /> <br /> '''List View'''<br /> <br /> The&nbsp;''List&nbsp;''view displays the complete list of historical logs available. You can refine your search by selecting&nbsp;the specific ''Status'' provided on the page.&nbsp;<br /> <div class="image-green-border">[[File:History List Edited .png]]</div> <br /> '''Click''' ''Hide/Show All Changes'' to view the old and new value for that specific log.</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Version_List_Edited.png&diff=5534 File:Version List Edited.png 2017-10-05T12:29:05Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Version_Grid_Edited.png&diff=5533 File:Version Grid Edited.png 2017-10-05T12:28:43Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Team_tile_Edited_.png&diff=5532 File:Team tile Edited .png 2017-10-05T12:28:23Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Team_Grid_Edited.png&diff=5531 File:Team Grid Edited.png 2017-10-05T12:27:57Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Progress_View_Edited.png&diff=5530 File:Progress View Edited.png 2017-10-05T12:27:32Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:History_List_Edited_.png&diff=5529 File:History List Edited .png 2017-10-05T12:26:49Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:History_Grid_Edited.png&diff=5528 File:History Grid Edited.png 2017-10-05T12:26:23Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Bulk_Action_Edited.png&diff=5526 File:Bulk Action Edited.png 2017-10-05T12:25:34Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Notes&diff=5525 Notes 2017-10-05T11:44:43Z

<p>IDT-2: </p> <hr /> <div><br /> = Notes =<br /> <div><br /> The ''Notes'' tab displays the comments that are added to the Agreement either when an action is taken or directly through the ''Notes ''tab. It displays&nbsp;the comments for&nbsp;complete lifecycle of the Agreement.<br /> <br /> Through ''Notes'' tab, you&nbsp;can also add comments directly. For this, click ''Add'' icon, this opens ''Add Notes'' window. Type the required comments and click ''Add Note''. The&nbsp;added comment&nbsp;is listed in&nbsp;&nbsp;i t.You can view&nbsp;the logs either using Grid or List view. By default, Grid view is selected.<br/> Let’s go through each view in detail:<br /> <br /> '''Grid View'''<br /> <br /> ''Grid'' view dramatically reduces the time required to go through the complete list of logs to find a specific one. Through this view you can easily refine your search for any specific log.<br/> The search results are displayed in tabular form. You can further sort your results using filter provided in every column.<br /> <div class="image-green-border">[[File:Add Note Grid.png|RTENOTITLE]]</div> <br /> Follow these steps to search the log:<br /> <br /> #'''Click'''&nbsp;''Agreement Management'' tile on ''My Dashboard'', this opens the ''Agreements'' page. <br /> #'''Click''' ''View'' [[File:View.png]]icon next to the Agreement, whose logs you want to view. <br /> #'''Click''' ''Notes'' in the left pane. This displays all the logs related to that Agreement. By default, ''Grid&nbsp;''view''&nbsp;''is selected. <br /> #You can refine your search by selecting&nbsp;the&nbsp;provided categories: <br /> <br /> :<br /> :*All: displays the logs added directly through ''Notes'' tab and while taking any action on the Agreement. <br /> :*Workflow: displays the logs added while taking any action on the Agreement. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>Refine your search further using the ''Refine Search Here''&nbsp;field. For example, you can either type the initials of ''User Name'' who created the Agreement or type initials of the ''Event''. This filters the results to display only those records that matches your search.</li><br /> <li>You can sort your search results&nbsp;by clicking ''Filter''&nbsp;[[File:Filter.png|RTENOTITLE]] icon provided in every column. '''Click '''''Filter&nbsp;[[File:Filter.png|RTENOTITLE]]'' icon and choose options relevant to your search in the fields.&nbsp;</li><br /> </ol><br /> <br /> '''List View'''<br /> <br /> The&nbsp;''List ''view displays the complete list of comments available. You can refine your serach&nbsp;by selecting either ''All'' or ''Workflow''.<br/> <br/> &nbsp;<br /> </div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=History&diff=5524 History 2017-10-05T11:38:29Z

<p>IDT-2: </p> <hr /> <div><br /> = History =<br /> <br /> History tab displays the entire lifecycle of an Agreement in the form of logs. Here you can view all the logs relevant to the action taken on the selected Agreement in the specific state. It also displays the date, time and by whom the action was taken. History logs can be viewed either using ''Grid'' or ''List'' view.&nbsp;By default, ''Grid ''view is selected.<br /> <br /> Let’s go through both Grid and List view in detail:<br /> <br /> '''Grid View'''<br /> <br /> Grid view dramatically reduces the time required to go through the complete list of available logs to find a specific one. Using this view, you can easily refine your search for any specific historical log.<br /> <br /> The search results are displayed in a tabular form. You can further sort your results by using the ''Filter'' provided in each column.<br /> <br /> (screenshot)<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click''' ''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View''&nbsp;[[File:View.png]]&nbsp;icon next to the Agreement, whose historical logs you want to see. <br /> #'''Click''' ''History'' in the left pane. This displays all the logs related to that Agreement. By default,&nbsp;Grid is selected. <br /> #You can refine your search by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays the logs for all states. <br /> :*Draft: displays the&nbsp;logs when the Agreement is&nbsp;in ''Draft'' state. <br /> :*Approval: displays the&nbsp;logs when the Agreement is&nbsp;in&nbsp;''Waiting for Approval ''state. <br /> :*Execution: displays the logs when the Agreement is&nbsp;in ''Executed'' state. <br /> :*Post-Execution:&nbsp;displays the logs after the Agreement is ''Executed''. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in the tabular form.</li><br /> <li>You can further refine your search using the ''Refine Search'' field. For example, you can either type the initials of user name who created the Agreement or type initials of the Event. This filters the results to display only those records that match your search.</li><br /> <li>You can sort your search results further by clicking the ''Filter'' [[File:Filter.png]]&nbsp;icon provided in each column. '''Click''' the ''Filter&nbsp;[[File:Filter.png]]'' icon and choose the options relevant to your search in the fields.</li><br /> </ol><br /> <br /> &nbsp;<br /> <br /> '''List View'''<br /> <br /> The&nbsp;''List&nbsp;''view displays the complete list of historical logs available. You can refine your search by selecting&nbsp;the specific ''Status'' provided on the page.&nbsp;<br /> <br /> '''Click''' ''Hide/Show All Changes'' to view the old and new value for that specific log.</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Versions&diff=5523 Versions 2017-10-05T11:34:46Z

<p>IDT-2: </p> <hr /> <div><br /> = Versions =<br /> <div><br /> All the versions of&nbsp;&nbsp;the chosen&nbsp;Agreement are displayed under the Versions tab. When&nbsp;an attribute which is added to the Agreement through Template, gets updated and the Agreement goes through the approval cycle again, a new version of the&nbsp;Agreement is created. Through ''Versions'' tab you can view and download them. Versions can be viewed either through ''Grid'' or ''List'' view. &nbsp;By default, ''Grid ''view is selected.<br /> </div> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View'''<br /> <br /> ''Grid'' view reduces the time required to go through the complete list of available versions to find the specific one.&nbsp;Using this view, you can easily refine your search for specific version.You can further sort your results by using the&nbsp;''Filter''&nbsp;provided in each column.<br /> <br /> Follow these steps to search the specific version:<br /> <br /> #'''Click''' ''Agreement Management'' tile on ''My Dashboard''. This opens the ''Agreements'' page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]&nbsp;''icon next to the Agreement, whose version you want to view and download. <br /> #'''Click''' ''Versions'' in the left pane, this displays all the available Agreement versions. By default, ''Grid''&nbsp;view is selected. <br /> #You can refine your search&nbsp;by using the ''Refine Search Here&nbsp;''field. For example, you can either type initials of ''User Name'' who created the Agreement or User Role. This filters the results to display only those records that matches your search. <br /> #You can download Agreement versions either in Microsoft Word or PDF format.&nbsp;'''Click'''&nbsp;''Word'' icon or ''PDF'' icon under ''Document'' to download the specific version. <br /> #You can sort your search results by clicking ''Filter''&nbsp;[[File:Filter.png]]&nbsp;icon provided in every column. '''Click''' ''Filter&nbsp;[[File:Filter.png]]&nbsp;''icon and choose options relevant to your search in the fields.&nbsp; <br /> <br /> '''List View'''<br/> The&nbsp;''List&nbsp;''view displays the complete list of versions available. Here you can view and download them.</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Agreement_Details_Page&diff=5522 Agreement Details Page 2017-10-05T11:32:28Z

<p>IDT-2: </p> <hr /> <div><br /> = Agreement Details Page =<br /> <br /> You can see the current''Status ''and all the information related to the Agreement in various sections on the left navigation. You can&nbsp;also perform various actions depending upon your role and the state of the Agreement.<br /> <br /> Here are the details you can see when you click on different sections in the left pane:<br /> <br /> '''Agreement''': this section shows the basic information of the Agreement. It has the following sections:<br /> <br /> *''Summary''&nbsp;displays the&nbsp;''Agreement Name'', the ''Status ''and the&nbsp;name of the&nbsp;Agreement creator. It also displays the ''Template Name ''and the&nbsp;''Template Version''&nbsp;used to create the Agreement. <br /> *''Details'' show the attributes of the Agreement. Only the Primary Owner can edit the values of these attributes.&nbsp;Note, if&nbsp;''Primary Owner''&nbsp;is replaced within the&nbsp;''Team'', the&nbsp;''Primary Owner Name&nbsp;''and&nbsp;''Primary Owner Email''&nbsp;fields will get updated with the current&nbsp;information. <br /> *''Preview'' shows what the agreement will look like if printed. If the agreement is in ''Draft'' state, the preview only shows the attributes defined in the agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes.&nbsp;You can print the document or export the agreement attributes to the desired format. <br /> *[[Versions|Versions]]&nbsp;shows the various versions created for the specific Agreement. <br /> *[[History|History]] shows the entire life cycle of the agreement till now. <br /> <br /> '''Association:'''&nbsp;Click ''Add''&nbsp;[[File:Add.PNG|RTENOTITLE]]&nbsp;icon to add Associated Documents''&nbsp;''to the Agreement.&nbsp;You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.<br /> <br /> This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:<br /> <br /> *that has the&nbsp;''Show File Drop Zone'' field set as&nbsp;''Yes'', and <br /> *that does not contain any mandatory fields other than ''Name''. <br /> <br /> Associated Documents created using this Contract Type will have this feature enabled.<br /> <br /> '''Deviations:'''&nbsp;allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver''&nbsp;for review and approvals.<br /> <br /> '''Amendments:'''&nbsp;allows you to make changes to an ''Executed'' Agreement. This section will be blank if there are no Amendments made to the Agreement.<br /> <br /> '''Commitments:'''&nbsp;displays the Commitments that may have been manually added for the Agreement.&nbsp;Commitments are contractual obligations or deliverables that you may have for a particular Agreement.<br /> <br /> '''Agreement Clauses:'''&nbsp;displays the clauses that have been defined for this Agreement. These include rule-based Clauses.<br /> <br /> '''[[Team|Team]]:'''&nbsp;displays the members that are added to the team working on this Agreement for it's complete life cycle. Click ''Add''&nbsp;+ icon to [[Managing_Team_Members|add more members]].<br /> <br /> You can also [[Replacing_a_User|Replace a User]]&nbsp;through Team tab.<br /> <br /> '''[[Notes|Notes]]:'''&nbsp;displays the comments added for the Agreement.<br /> <div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|RTENOTITLE]]</div> <br /> &nbsp;<br /> <br /> '''You can perform following actions from an Agreement Details page:''':<br /> <br /> *Use smart links to see any documents related to the selected Agreement. <br /> *Edit an Agreement to update any information which was either not provided or was not correct. After editing, click ''Update & Publish'' so that all the team members can view the updated Agreement. <br /> *Compare the changes made in the recent document with the previous. <br /> *Send the Agreement to various users within ICM. <br /> *Send For Approval: sends the Agreement for approval to the assigned team. Before sending the Agreement for approval, select specific ''Associated Documents'' that need to be approved with the Agreement. This helps the Approvers to review and approve only the required&nbsp;''Associated Documents''&nbsp;instead of going through the entire&nbsp;list. '''Click''' ''Send For Approval. ''This opens ''Please select document(s) for approver review ''dialog box. '''Click''' ''Submit&nbsp;''after selecting the required ''Associated Documents''.&nbsp; <br /> *[[Copy_an_Existing_Agreement|Copy]] the existing Agreement. This option with be shown only if the Agreement is in the approved state. <br /> *Download <br /> *Confidential <br /> *Download All:&nbsp;You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it. <br /> <div class="image-green-border">&nbsp; &nbsp; &nbsp;&nbsp;[[File:Associations while Download 1.png|RTENOTITLE]]</div> <br /> &nbsp; &nbsp; &nbsp; Follow these steps to download an Agreement after selecting Associated Documents:<br /> <br /> #'''Click''' ''Agreement Management''&nbsp;tile on&nbsp;''My Dashboard. ''This opens the ''Agreements ''page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. <br /> #'''Click''' ''Download All. ''This opens the ''Download'' dialog box. <br /> #'''Select''' the ''Associated Documents''&nbsp;that you want to download with this Agreement. You can either select ''Associations'' checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected. <br /> #'''Click''' ''Download.''&nbsp;The Agreement will be downloaded with the chosen ''Associated Documents.'' <br /> <br /> *Upload Signed Copy <br /> <div class="note-box">'''Note:''' Upload Signed Copy button will be available for the '''Primary '''and '''Secondary owners'''&nbsp;in addition to the Internal Signatory. This allows the&nbsp;primary and secondary owners to upload the signed document on behalf of the Internal Signatory. The button will be available only when the Agreement is in '''Waiting for Internal Signatory''' state.</div> <br /> *Upload Document <br /> *Cancel</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Notes&diff=5521 Notes 2017-10-05T11:06:48Z

<p>IDT-2: </p> <hr /> <div><br /> = Notes =<br /> <div><br /> The ''Notes'' tab displays the comments that are added to the Agreement either when an action is taken or directly through the ''Notes ''tab. It displays&nbsp;the comments for&nbsp;complete lifecycle of the Agreement.<br /> <br /> Through ''Notes'' tab, you&nbsp;can also add comments directly. For this, click ''Add'' icon, this opens ''Add Notes'' window. Type the required comments and click ''Add Note''. The&nbsp;added comment&nbsp;is listed in&nbsp;&nbsp;i t.You can view&nbsp;the logs either using Grid or List view. By default, Grid view is selected.<br/> Let’s go through each view in detail:<br /> <br /> '''Grid View'''<br /> <br /> ''Grid'' view dramatically reduces the time required to go through the complete list of logs to find a specific one. Through this view you can easily refine your search for any specific log.<br/> The search results are displayed in tabular form. You can further sort your results using filter provided in every column.<br /> <div class="image-green-border">[[File:Add Note Grid.png]]</div> <br /> Follow these steps to search the log:<br /> <br /> #'''Click'''&nbsp;''Agreement Management'' tile on ''My Dashboard'', this opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose logs you want to view. <br /> #'''Click''' ''Notes'' in the left pane. This displays all the logs related to that Agreement. By default, ''Grid&nbsp;''view''&nbsp;''is selected. <br /> #You can refine your search by selecting&nbsp;the&nbsp;provided categories: <br /> <br /> :<br /> :*All: displays the logs added directly through ''Notes'' tab and while taking any action on the Agreement. <br /> :*Workflow: displays the logs added while taking any action on the Agreement. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>Refine your search further using the ''Refine Search Here''&nbsp;field. For example, you can either type the initials of ''User Name'' who created the Agreement or type initials of the ''Event''. This filters the results to display only those records that matches your search.</li><br /> <li>You can sort your search results&nbsp;by clicking ''Filter''&nbsp;[[File:Filter.png]] icon provided in every column. '''Click '''''Filter&nbsp;[[File:Filter.png]]'' icon and choose options relevant to your search in the fields.&nbsp;</li><br /> </ol><br /> <br /> '''List View'''<br /> <br /> The&nbsp;''List ''view displays the complete list of comments available. You can refine your serach&nbsp;by selecting either ''All'' or ''Workflow''.<br/> <br/> &nbsp;<br /> </div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Filter.png&diff=5520 File:Filter.png 2017-10-05T11:05:57Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Add_Note_Grid.png&diff=5519 File:Add Note Grid.png 2017-10-05T11:01:39Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=File:Bulk_Action_icon.png&diff=5517 File:Bulk Action icon.png 2017-10-05T10:55:38Z

<p>IDT-2: </p> <hr /> <div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5516 Team 2017-10-05T07:26:15Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> The ''Team'' tab displays the users with their roles who are assigned to the team of the Agreement. From here you can:<br /> <br /> *search for any user by either using ''Grid'' or ''Tile'' view. <br /> *add any user to the ''Team ''from either of the views. <br /> *view the graphical presentation of the Agreement lifecycle through ''Progress'' view. It displays different state which the Agreement has gone through and the action taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View:'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays all the team members who are assigned to the Agreement team irrespective of their roles. <br /> :*Approvers:&nbsp;displays the team members who are assigned as an Approver. <br /> :*Core: displays the team memebers who are assigned as Primay and Secondary Owner. <br /> :*Extended: displays the team members who are assigned as Business Owner, Observer and Reviewer.&nbsp;&nbsp; <br /> :*Signatories:&nbsp;displays the team members who are assigned as&nbsp;Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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 matches your search.</li><br /> <li>Sort your search results&nbsp;by clicking ''Filter'' icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View:'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign: click to reassign&nbsp;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&nbsp;helpful, if an assigned Approver is either the wrong person or is busy.&nbsp; <br /> *Enable: click to roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable: click to disable a&nbsp;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. <br /> *Remove: click to remove the user from the team, if required. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> '''Progress View'''<br /> <br /> The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement worhflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.<br /> <br /> The three sections of ''Progress ''view are:<br /> <br /> *'''Generate''' - &nbsp;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. <br /> *'''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. <br /> *'''Check & Sign - '''this section displays external and internal signatories in different boxes. <br /> <br /> &nbsp;<br /> <br /> To add a team member through Team tab follow the below steps:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Agreement_Details_Page&diff=5510 Agreement Details Page 2017-10-04T10:23:47Z

<p>IDT-2: </p> <hr /> <div><br /> = Agreement Details Page =<br /> <br /> You can see the current Status and all the information related to the Agreement in various sections on the left navigation. You can&nbsp;also perform various actions depending upon your role and the state of the Agreement.<br /> <br /> Here are the details you can see when you click on different sections on the left navigation:<br /> <br /> '''Agreement''': this section shows the basic information of the agreement. It has the following sections:<br /> <br /> *''Summary''&nbsp;displays the&nbsp;''Agreement Name'', the ''Status ''and the&nbsp;name of the&nbsp;Agreement creator. It also displays the ''Template Name ''and the&nbsp;''Template Version''&nbsp;used to create the Agreement. <br /> *''Details'' show the attributes of the Agreement. Only the Primary Owner can edit the values of these attributes.&nbsp;Note, if&nbsp;''Primary Owner''&nbsp;is replaced within the&nbsp;''Team'', the&nbsp;''Primary Owner Name&nbsp;''and&nbsp;''Primary Owner Email''&nbsp;fields will get updated with the current&nbsp;information. <br /> *''Preview'' shows what the agreement will look like if printed. If the agreement is in ''Draft'' state, the preview only shows the attributes defined in the agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes.&nbsp;You can print the document or export the agreement attributes to the desired format. <br /> *[[Versions|Versions]]&nbsp;shows the various versions created for the specific Agreement. <br /> *[[History|History]] shows the entire life cycle of the agreement till now. <br /> <br /> '''Association:'''&nbsp;Click ''Add''&nbsp;[[File:Add.PNG|RTENOTITLE]]&nbsp;icon to add Associated Documents''&nbsp;''to the Agreement.&nbsp;You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.<br /> <br /> This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:<br /> <br /> *that has the&nbsp;''Show File Drop Zone'' field set as&nbsp;''Yes'', and <br /> *that does not contain any mandatory fields other than ''Name''. <br /> <br /> Associated Documents created using this Contract Type will have this feature enabled.<br /> <br /> '''Deviations:'''&nbsp;allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver''&nbsp;for review and approvals.<br /> <br /> '''Amendments:'''&nbsp;allows you to make changes to an ''Executed'' Agreement. This section will be blank if there are no Amendments made to the Agreement.<br /> <br /> '''Commitments:'''&nbsp;displays the Commitments that may have been manually added for the Agreement.&nbsp;Commitments are contractual obligations or deliverables that you may have for a particular Agreement.<br /> <br /> '''Agreement Clauses:'''&nbsp;displays the clauses that have been defined for this Agreement. These include rule-based Clauses.<br /> <br /> '''[[Team|Team]]:'''&nbsp;displays the members that are added to the team working on this Agreement for it's complete life cycle. Click ''Add''&nbsp;+ icon to [[Managing_Team_Members|add more members]].<br /> <br /> You can also [[Replacing_a_User|Replace a User]]&nbsp;through Team tab.<br /> <br /> '''[[Notes|Notes]]:'''&nbsp;displays the comments added for the Agreement.<br /> <div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|RTENOTITLE]]</div> <br /> &nbsp;<br /> <br /> '''You can perform following actions from an Agreement Details page:''':<br /> <br /> *Use smart links to see any documents related to the selected Agreement. <br /> *Edit an Agreement to update any information which was either not provided or was not correct. After editing, click ''Update & Publish'' so that all the team members can view the updated Agreement. <br /> *Compare the changes made in the recent document with the previous. <br /> *Send the Agreement to various users within ICM. <br /> *Send For Approval: sends the Agreement for approval to the assigned team. Before sending the Agreement for approval, select specific ''Associated Documents'' that need to be approved with the Agreement. This helps the Approvers to review and approve only the required&nbsp;''Associated Documents''&nbsp;instead of going through the entire&nbsp;list. '''Click''' ''Send For Approval. ''This opens ''Please select document(s) for approver review ''dialog box. '''Click''' ''Submit&nbsp;''after selecting the required ''Associated Documents''.&nbsp; <br /> *[[Copy_an_Existing_Agreement|Copy]] the existing Agreement. This option with be shown only if the Agreement is in the approved state. <br /> *Download <br /> *Confidential <br /> *Download All:&nbsp;You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it. <br /> <div class="image-green-border">&nbsp; &nbsp; &nbsp;&nbsp;[[File:Associations while Download 1.png|RTENOTITLE]]</div> <br /> &nbsp; &nbsp; &nbsp; Follow these steps to download an Agreement after selecting Associated Documents:<br /> <br /> #'''Click''' ''Agreement Management''&nbsp;tile on&nbsp;''My Dashboard. ''This opens the ''Agreements ''page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. <br /> #'''Click''' ''Download All. ''This opens the ''Download'' dialog box. <br /> #'''Select''' the ''Associated Documents''&nbsp;that you want to download with this Agreement. You can either select ''Associations'' checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected. <br /> #'''Click''' ''Download.''&nbsp;The Agreement will be downloaded with the chosen ''Associated Documents.'' <br /> <br /> *Upload Signed Copy <br /> <div class="note-box">'''Note:''' Upload Signed Copy button will be available for the '''Primary '''and '''Secondary owners'''&nbsp;in addition to the Internal Signatory. This allows the&nbsp;primary and secondary owners to upload the signed document on behalf of the Internal Signatory. The button will be available only when the Agreement is in '''Waiting for Internal Signatory''' state.</div> <br /> *Upload Document <br /> *Cancel</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Agreement_Details_Page&diff=5509 Agreement Details Page 2017-10-04T10:11:39Z

<p>IDT-2: </p> <hr /> <div><br /> = Agreement Details Page =<br /> <br /> You can see the current Status and all the information related to the Agreement in various sections on the left navigation. You can&nbsp;also perform various actions depending upon your role and the state of the Agreement.<br /> <br /> Here are the details you can see when you click on different sections on the left navigation:<br /> <br /> '''Agreement''': this section shows the basic information of the agreement. It has the following sections:<br /> <br /> *''Summary''&nbsp;displays the&nbsp;''Agreement Name'', the ''Status ''and the&nbsp;name of the&nbsp;Agreement creator. It also displays the ''Template Name ''and the&nbsp;''Template Version''&nbsp;used to create the Agreement. <br /> *''Details'' show the attributes of the Agreement. Only the Primary Owner can edit the values of these attributes.&nbsp;Note, if&nbsp;''Primary Owner''&nbsp;is replaced within the&nbsp;''Team'', the&nbsp;''Primary Owner Name&nbsp;''and&nbsp;''Primary Owner Email''&nbsp;fields will get updated with the current&nbsp;information. <br /> *''Preview'' shows what the agreement will look like if printed. If the agreement is in ''Draft'' state, the preview only shows the attributes defined in the agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes.&nbsp;You can print the document or export the agreement attributes to the desired format. <br /> *[[Versions|Versions]]&nbsp;shows the various versions created for the specific Agreement. <br /> *[[History|History]] shows the entire life cycle of the agreement till now. <br /> <br /> '''Association:'''&nbsp;Click ''Add''&nbsp;[[File:Add.PNG|RTENOTITLE]]&nbsp;icon to add Associated Documents''&nbsp;''to the Agreement.&nbsp;You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.<br /> <br /> This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:<br /> <br /> *that has the&nbsp;''Show File Drop Zone'' field set as&nbsp;''Yes'', and <br /> *that does not contain any mandatory fields other than ''Name''. <br /> <br /> Associated Documents created using this Contract Type will have this feature enabled.<br /> <br /> '''Deviations:'''&nbsp;allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver''&nbsp;for review and approvals.<br /> <br /> '''Amendments:'''&nbsp;allows you to make changes to an ''Executed'' Agreement. This section will be blank if there are no Amendments made to the Agreement.<br /> <br /> '''Commitments:'''&nbsp;displays the Commitments that may have been manually added for the Agreement.&nbsp;Commitments are contractual obligations or deliverables that you may have for a particular Agreement.<br /> <br /> '''Agreement Clauses:'''&nbsp;displays the clauses that have been defined for this Agreement. These include rule-based Clauses.<br /> <br /> '''[[Team|Team]]:'''&nbsp;displays the members that are added to the team working on this Agreement for it's complete life cycle. Click ''Add''&nbsp;+ icon to [[Managing_Team_Members|add more members]].<br /> <br /> You can also [[Replacing_a_User|Replace a User]]&nbsp;through Team tab.<br /> <br /> '''[[Notes|Notes]]:'''&nbsp;displays the comments added for the Agreement.<br /> <div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|RTENOTITLE]]</div> <br /> &nbsp;<br /> <br /> '''You can perform following actions from an Agreement Details page:''':<br /> <br /> *Use smart links to see any documents related to the selected Agreement. <br /> *Edit an Agreement to update any information which was either not provided or was not correct. After editing, click ''Update & Publish'' so that all the team members can view the updated Agreement. <br /> *Compare the changes made in the recent document with the previous. <br /> *Send the Agreement to various users within ICM. <br /> *[[Copy_an_Existing_Agreement|Copy]] the existing Agreement. This option with be shown only if the Agreement is in the approved state. <br /> *Download <br /> *Confidential <br /> *Download All:&nbsp;You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it. <br /> <div class="image-green-border">&nbsp; &nbsp; &nbsp;&nbsp;[[File:Associations while Download 1.png|RTENOTITLE]]</div> <br /> &nbsp; &nbsp; &nbsp; Follow these steps to download an Agreement after selecting Associated Documents:<br /> <br /> #'''Click''' ''Agreement Management''&nbsp;tile on&nbsp;''My Dashboard. ''This opens the ''Agreements ''page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. <br /> #'''Click''' ''Download All. ''This opens the ''Download'' dialog box. <br /> #'''Select''' the ''Associated Documents''&nbsp;that you want to download with this Agreement. You can either select ''Associations'' checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected. <br /> #'''Click''' ''Download.''&nbsp;The Agreement will be downloaded with the chosen ''Associated Documents.'' <br /> <br /> *Upload Signed Copy <br /> <div class="note-box">'''Note:''' Upload Signed Copy button will be available for the '''Primary '''and '''Secondary owners'''&nbsp;in addition to the Internal Signatory. This allows the&nbsp;primary and secondary owners to upload the signed document on behalf of the Internal Signatory. The button will be available only when the Agreement is in '''Waiting for Internal Signatory''' state.</div> <br /> *Upload Document <br /> *Cancel</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Agreement_Details_Page&diff=5508 Agreement Details Page 2017-10-04T09:58:03Z

<p>IDT-2: </p> <hr /> <div><br /> = Agreement Details Page =<br /> <br /> You can see the current Status and all the information related to the Agreement in various sections on the left navigation. You can&nbsp;also perform various actions depending upon your role and the state of the Agreement.<br /> <br /> Here are the details you can see when you click on different sections on the left navigation:<br /> <br /> '''Agreement''': this section shows the basic information of the agreement. It has the following sections:<br /> <br /> *''Summary''&nbsp;displays the&nbsp;''Agreement Name'', the ''Status ''and the&nbsp;name of the&nbsp;Agreement creator. It also displays the ''Template Name ''and the&nbsp;''Template Version''&nbsp;used to create the Agreement. <br /> *''Details'' show the attributes of the Agreement. Only the Primary Owner can edit the values of these attributes.&nbsp;Note, if&nbsp;''Primary Owner''&nbsp;is replaced within the&nbsp;''Team'', the&nbsp;''Primary Owner Name&nbsp;''and&nbsp;''Primary Owner Email''&nbsp;fields will get updated with the current&nbsp;information. <br /> *''Preview'' shows what the agreement will look like if printed. If the agreement is in ''Draft'' state, the preview only shows the attributes defined in the agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes.&nbsp;You can print the document or export the agreement attributes to the desired format. <br /> *[[Versions|Versions]]&nbsp;shows the various versions created for the specific Agreement. <br /> *[[History|History]] shows the entire life cycle of the agreement till now. <br /> <br /> '''Association:'''&nbsp;Click ''Add''&nbsp;[[File:Add.PNG|RTENOTITLE]]&nbsp;icon to add Associated Documents''&nbsp;''to the Agreement.&nbsp;You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.<br /> <br /> This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:<br /> <br /> *that has the&nbsp;''Show File Drop Zone'' field set as&nbsp;''Yes'', and <br /> *that does not contain any mandatory fields other than ''Name''. <br /> <br /> Associated Documents created using this Contract Type will have this feature enabled.<br /> <br /> '''Deviations:'''&nbsp;allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver''&nbsp;for review and approvals.<br /> <br /> '''Amendments:'''&nbsp;allows you to make changes to an ''Executed'' Agreement. This section will be blank if there are no Amendments made to the Agreement.<br /> <br /> '''Commitments:'''&nbsp;displays the Commitments that may have been manually added for the Agreement.&nbsp;Commitments are contractual obligations or deliverables that you may have for a particular Agreement.<br /> <br /> '''Agreement Clauses:'''&nbsp;displays the clauses that have been defined for this Agreement. These include rule-based Clauses.<br /> <br /> '''[[Team|Team]]:'''&nbsp;displays the members that are added to the team working on this Agreement for it's complete life cycle. Click ''Add''&nbsp;+ icon to [[Managing_Team_Members|add more members]].<br /> <br /> You can also [[Replacing_a_User|Replace a User]]&nbsp;through Team tab.<br /> <br /> '''[[Notes|Notes]]:'''&nbsp;displays the comments added for the Agreement.<br /> <div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|RTENOTITLE]]</div> <br /> &nbsp;<br /> <br /> '''You can perform following actions from an Agreement Details page:''':<br /> <br /> *Use smart links to see any documents related to the selected Agreement. <br /> *Edit an Agreement to update any information which was either not provided or was not correct. After editing, click ''Update & Publish'' so that all the team members can view the updated Agreement. <br /> *Compare the changes made in the recent document with the previous. <br /> *Send the Agreement to various users within ICM. <br /> *[[Copy_an_Existing_Agreement|Copy]] the existing Agreement. This option with be shown only if the Agreement is in the approved state. <br /> *Download <br /> *Confidential <br /> *Download All:&nbsp;You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it. <br /> <div class="image-green-border">&nbsp; &nbsp; &nbsp;&nbsp;[[File:Associations while Download 1.png|RTENOTITLE]]</div> <br /> &nbsp; &nbsp; &nbsp; Follow these steps to download an Agreement after selecting Associated Document:<br /> <br /> #'''Click''' the ''Agreement Management''&nbsp;tile on''My Dashboard. ''This opens the Agreements Page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. <br /> #'''Click''' ''Download All, ''this opens the ''Download'' dialog box. <br /> #'''Select''' the ''Associated Documents'' in the dialog box which you want to download along with this Agreement. You can either select ''Associations'' checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected. <br /> #'''Click''' ''Download'', the Agreement will be downloaded with the chosen ''Associated Documents.'' <br /> <br /> *Upload Signed Copy <br /> <div class="note-box">'''Note:''' Upload Signed Copy button will be available for the '''Primary and Secondary owners''' as well, in addition to the Internal signatory. Even the Primary and Secondary owner can also upload the signed document on behalf of the Internal signatory. The button will be available only while the agreement is in '''Waiting for Internal Signatory''' state.</div> <br /> *Upload Document <br /> *Cancel</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Managing_Team_Members&diff=5507 Managing Team Members 2017-10-04T09:56:52Z

<p>IDT-2: </p> <hr /> <div><br /> = Managing Team Members =<br /> <br /> Team members can be added from either the [[Team|Team]]&nbsp;or the [[Agreement_Details_Page|Agreement Details]] pages. Approvers can be added to the team either manually or by [[Create_an_Approval_Rule|creating an&nbsp;approver rule]].&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICM Administrator.&nbsp;<br /> <div class="note-box">Note: If you want that the logged-on user should not be able to add self for any roles in the team, then the Administrator can set ''No'' for “Allow adding self in the agreement team in any role”.</div> <br /> === '''Adding Team Members''' ===<br /> <br /> Follow these steps to add users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' ''Team''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement. <br /> #'''Click''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box.&nbsp; <br /> #'''Select''' the user and the role that the user should have. You can only add one user at a time. The role&nbsp;can be one of the following: <br /> <ul style="margin-left: 80px;"><br /> <li>Approver</li><br /> <li>Business Owner</li><br /> <li>Contract Admin</li><br /> <li>Contributor</li><br /> <li>Observer</li><br /> <li>Secondary Owner</li><br /> <li>Sales Approver</li><br /> </ul><br /> <div class="note-box">'''Note:'''&nbsp;A Secondary Owner can add another Secondary Owner to the Agreement Contract Type team, if required.</div> <ol start="6"><br /> <li>Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.</li><br /> <li>'''Type'''&nbsp;related comments in the&nbsp;''Comments ''box. These can be specific to the type of approvals that are expected from the selected user.</li><br /> <li>The&nbsp;'''Send Notification''' checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.</li><br /> <li>'''Click''' ''Add''. The users just added are displayed under Team.</li><br /> </ol><br /> <div class="note-box"><br /> '''Note:''' If you are adding a user:<br /> <br /> *who is already added in the team, the system displays an error message stating that the user is already available. <br /> *who is disabled, then a popup is displayed with an error message and an option to ''Enable'' the user. <br /> </div> <br /> === '''Removing Team Members''' ===<br /> <br /> You can only remove the users that were manually added. Users and approvers defined by a rule cannot be removed. Follow these steps to remove users manually:<br /> <br /> #'''Click''' Agreement Management tile on My Dashboard. This opens the Agreements Page. <br /> #'''Click''' the View icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' Team in the left pane. This displays all the existing team members for that Agreement. <br /> #'''Click''' next to the Approver that you wish to remove. Note that you can remove only one user at a time. This opens a dialog box where you musty enter comments for why the user is being removed from the team. Type the required comments. <br /> #The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications. <br /> #'''Click''' ''Submit&nbsp;''to remove the user.</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Agreement_Details_Page&diff=5506 Agreement Details Page 2017-10-04T09:54:40Z

<p>IDT-2: </p> <hr /> <div><br /> = Agreement Details Page =<br /> <br /> You can see the current Status and all the information related to the Agreement in various sections on the left navigation. You can&nbsp;also perform various actions depending upon your role and the state of the Agreement.<br /> <br /> Here are the details you can see when you click on different sections on the left navigation:<br /> <br /> '''Agreement''': this section shows the basic information of the agreement. It has the following sections:<br /> <br /> *''Summary''&nbsp;displays the&nbsp;''Agreement Name'', the ''Status ''and the&nbsp;name of the&nbsp;Agreement creator. It also displays the ''Template Name ''and the&nbsp;''Template Version''&nbsp;used to create the Agreement. <br /> *<meta charset="utf-8"></meta> <br /> ''Details'' show the attributes of the Agreement. Only the Primary Owner can edit the values of these attributes.&nbsp;Note, if&nbsp;''Primary Owner''&nbsp;is replaced within the&nbsp;''Team'', the&nbsp;''Primary Owner Name&nbsp;''and&nbsp;''Primary Owner Email''&nbsp;fields will get updated with the current&nbsp;information.<br /> <br /> *''Preview'' shows what the agreement will look like if printed. If the agreement is in ''Draft'' state, the preview only shows the attributes defined in the agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes.&nbsp;You can print the document or export the agreement attributes to the desired format. <br /> *[[Versions|Versions]]&nbsp;shows the various versions created for the specific Agreement. <br /> *[[History|History]] shows the entire life cycle of the agreement till now. <br /> <br /> '''Association:'''&nbsp;Click ''Add''&nbsp;[[File:Add.PNG|RTENOTITLE]]&nbsp;icon to add Associated Documents''&nbsp;''to the Agreement.&nbsp;You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.<br /> <br /> This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:<br /> <br /> *that has the&nbsp;''Show File Drop Zone'' field set as&nbsp;''Yes'', and <br /> *that does not contain any mandatory fields other than ''Name''. <br /> <br /> Associated Documents created using this Contract Type will have this feature enabled.<br /> <br /> '''Deviations:'''&nbsp;allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver''&nbsp;for review and approvals.<br /> <br /> '''Amendments:'''&nbsp;allows you to make changes to an ''Executed'' Agreement. This section will be blank if there are no Amendments made to the Agreement.<br /> <br /> '''Commitments:'''&nbsp;displays the Commitments that may have been manually added for the Agreement.&nbsp;Commitments are contractual obligations or deliverables that you may have for a particular Agreement.<br /> <br /> '''Agreement Clauses:'''&nbsp;displays the clauses that have been defined for this Agreement. These include rule-based Clauses.<br /> <br /> '''[[Team|Team]]:'''&nbsp;displays the members that are added to the team working on this Agreement for it's complete life cycle. Click ''Add''&nbsp;+ icon to [[Managing_Team_Members|add more members]].<br /> <br /> You can also [[Replacing_a_User|Replace a User]]&nbsp;through Team tab.<br /> <br /> '''[[Notes|Notes]]:'''&nbsp;displays the comments added for the Agreement.<br /> <div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|RTENOTITLE]]</div> <br /> &nbsp;<br /> <br /> '''You can perform following actions from an Agreement Details page:''':<br /> <br /> *Use smart links to see any documents related to the selected Agreement. <br /> *Edit an Agreement to update any information which was either not provided or was not correct. After editing, click ''Update & Publish'' so that all the team members can view the updated Agreement. <br /> *Compare the changes made in the recent document with the previous. <br /> *Send the Agreement to various users within ICM. <br /> *[[Copy_an_Existing_Agreement|Copy]] the existing Agreement. This option with be shown only if the Agreement is in the approved state. <br /> *Download <br /> *Confidential <br /> *Download All:&nbsp;You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it. <br /> <div class="image-green-border">&nbsp; &nbsp; &nbsp;&nbsp;[[File:Associations while Download 1.png|RTENOTITLE]]</div> <br /> &nbsp; &nbsp; &nbsp; Follow these steps to download an Agreement after selecting Associated Document:<br /> <br /> #'''Click''' the ''Agreement Management''&nbsp;tile on''My Dashboard. ''This opens the Agreements Page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. <br /> #'''Click''' ''Download All, ''this opens the ''Download'' dialog box. <br /> #'''Select''' the ''Associated Documents'' in the dialog box which you want to download along with this Agreement. You can either select ''Associations'' checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected. <br /> #'''Click''' ''Download'', the Agreement will be downloaded with the chosen ''Associated Documents.'' <br /> <br /> *Upload Signed Copy <br /> <div class="note-box">'''Note:''' Upload Signed Copy button will be available for the '''Primary and Secondary owners''' as well, in addition to the Internal signatory. Even the Primary and Secondary owner can also upload the signed document on behalf of the Internal signatory. The button will be available only while the agreement is in '''Waiting for Internal Signatory''' state.</div> <br /> *Upload Document <br /> *Cancel</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Managing_Team_Members&diff=5505 Managing Team Members 2017-10-04T09:44:28Z

<p>IDT-2: </p> <hr /> <div><br /> = Managing Team Members =<br /> <br /> Team members can be added from either the [[Team|Team]]&nbsp;or the [[Agreement_Details_Page|Agreement Details]] pages. Approvers can be added to the team either manually or by [[Create_an_Approval_Rule|creating an&nbsp;approver rule]].&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICM Administrator.&nbsp;<br /> <div class="note-box">Note: If you want that the logged-on user should not be able to add self for any roles in the team, then the Administrator can set ''No'' for “Allow adding self in the agreement team in any role”.</div> <br /> === '''Adding Team Members''' ===<br /> <br /> Follow these steps to add users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' ''Team''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement. <br /> #'''Click''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box.&nbsp; <br /> #'''Select''' the user and the role that the user should have. You can only add one user at a time. The role&nbsp;can be one of the following: <br /> <ul style="margin-left: 80px;"><br /> <li>Approver</li><br /> <li>Business Owner</li><br /> <li>Contract Admin</li><br /> <li>Contributor</li><br /> <li>Observer</li><br /> <li>Secondary Owner</li><br /> <li>Sales Approver</li><br /> <li>Secondary Owner</li><br /> </ul><br /> <ol start="6"><br /> <li>Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.</li><br /> <li>'''Type'''&nbsp;related comments in the&nbsp;''Comments ''box. These can be specific to the type of approvals that are expected from the selected user.</li><br /> <li>The&nbsp;'''Send Notification''' checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.</li><br /> <li>'''Click''' ''Add''. The users just added are displayed under Team.</li><br /> </ol><br /> <div class="note-box"><br /> '''Note:''' If you are adding a user:<br /> <br /> *who is already added in the team, the system displays an error message stating that the user is already available. <br /> *who is disabled, then a popup is displayed with an error message and an option to ''Enable'' the user. <br /> </div> <br /> === '''Removing Team Members''' ===<br /> <br /> You can only remove the users that were manually added. Users and approvers defined by a rule cannot be removed. Follow these steps to remove users manually:<br /> <br /> #'''Click''' Agreement Management tile on My Dashboard. This opens the Agreements Page. <br /> #'''Click''' the View icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' Team in the left pane. This displays all the existing team members for that Agreement. <br /> #'''Click''' next to the Approver that you wish to remove. Note that you can remove only one user at a time. This opens a dialog box where you musty enter comments for why the user is being removed from the team. Type the required comments. <br /> #The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications. <br /> #'''Click''' ''Submit&nbsp;''to remove the user.</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Managing_Team_Members&diff=5502 Managing Team Members 2017-10-04T09:20:01Z

<p>IDT-2: </p> <hr /> <div><br /> = Managing Team Members =<br /> <br /> Team members can be added from either the [[Team|Team]]&nbsp;or the [[Agreement_Details_Page|Agreement Details]] pages. Approvers can be added to the team either manually or by [[Create_an_Approval_Rule|creating an&nbsp;approver rule]].&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICM Administrator.&nbsp;<br /> <div class="note-box">Note: If you want that the logged-on user should not be able to add self for any roles in the team, then the Administrator can set ''No'' for “Allow adding self in the agreement team in any role”.</div> <br /> === '''Adding Team Members''' ===<br /> <br /> Follow these steps to add users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' ''Team''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement. <br /> #'''Click''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box.&nbsp; <br /> #'''Select''' the user and the role that the user should have. You can only add one user at a time. The role&nbsp;can be one of the following: <br /> <ul style="margin-left: 80px;"><br /> <li>Approver</li><br /> <li>Business Owner</li><br /> <li>Contract Admin</li><br /> <li>Contributor</li><br /> <li>Observer</li><br /> <li>Secondary Owner</li><br /> <li>Sales Approver</li><br /> <li>Secondary Owner</li><br /> </ul><br /> <ol start="6"><br /> <li>Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.</li><br /> <li>'''Type'''&nbsp;related comments in the&nbsp;''Comments ''box. These can be specific to the type of approvals that are expected from the selected user.</li><br /> <li>The&nbsp;'''Send Notification''' checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.</li><br /> <li>'''Click''' ''Add''. The users just added are displayed under Team.</li><br /> </ol><br /> <div class="note-box"><br /> '''Note:''' If you are adding a user:<br /> <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an option to Enable the use. <br /> </div> <br /> === '''Removing Team Members''' ===<br /> <br /> You can only remove the users that were manually added. Users and approvers defined by a rule cannot be removed. Follow these steps to remove users manually:<br /> <br /> #'''Click''' Agreement Management tile on My Dashboard. This opens the Agreements Page. <br /> #'''Click''' the View icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' Team in the left pane. This displays all the existing team members for that Agreement. <br /> #'''Click''' next to the Approver that you wish to remove. Note that you can remove only one user at a time. This opens a dialog box where you musty enter comments for why the user is being removed from the team. Type the required comments. <br /> #The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications. <br /> #'''Click''' ''Submit&nbsp;''to remove the user.</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5501 Team 2017-10-04T09:11:45Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> The ''Team'' tab displays the users with their roles who are assigned to the team of the Agreement. From here you can:<br /> <br /> *search for any user by either using ''Grid'' or ''Tile'' view. <br /> *add any user to the ''Team ''from either of the views. <br /> *view the graphical presentation of the Agreement lifecycle through ''Progress'' view. It displays different state which the Agreement has gone through and the action taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View:'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays all the team members who are assigned to the Agreement team irrespective of their roles. <br /> :*Approvers:&nbsp;displays the team members who are assigned as an Approver. <br /> :*Core:&nbsp; <br /> :*Extended:&nbsp; <br /> :*Signatories:&nbsp;displays the team members who are assigned as an Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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 matches your search.</li><br /> <li>Sort your search results&nbsp;by clicking ''Filter'' icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View:'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign:&nbsp; <br /> *Enable:&nbsp;move/roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable:&nbsp;disable any 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. <br /> *Remove:&nbsp;remove the user from the team if not needed. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> '''Progress View'''<br /> <br /> The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement worhflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.<br /> <br /> The three sections of ''Progress ''view are:<br /> <br /> *'''Generate''' - &nbsp;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. <br /> *'''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. <br /> *'''Check & Sign - '''this section displays external and internal signatories in different boxes. <br /> <br /> &nbsp;<br /> <br /> To add a team member through Team tab follow the below steps:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Managing_Team_Members&diff=5500 Managing Team Members 2017-10-04T09:02:00Z

<p>IDT-2: </p> <hr /> <div><br /> = Managing Team Members =<br /> <br /> Team members can be added from either the [[Team|Team]]&nbsp;or the [[Agreement_Details_Page|Agreement Details]] pages. Approvers can be added to the team either manually or by [[Create_an_Approval_Rule|creating an&nbsp;approver rule]].&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICM Administrator.&nbsp;<br /> <br /> &nbsp;<br /> <br /> === '''Adding Team Members''' ===<br /> <br /> Follow these steps to add users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' ''Team''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement. <br /> #'''Click''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box. <br /> #'''Select''' the user and the role that user should have. You can only add one user at a time. The role&nbsp;can be one of the following: <br /> <ul style="margin-left: 80px;"><br /> <li>Approver</li><br /> <li>Business Owner</li><br /> <li>Contract Admin</li><br /> <li>Contributor</li><br /> <li>Observer</li><br /> <li>Secondary Owner</li><br /> <li>Sales Approver</li><br /> <li>Secondary Owner</li><br /> </ul><br /> <ol start="6"><br /> <li>Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.</li><br /> <li>'''Type'''&nbsp;related comments in the&nbsp;''Comments ''box. These can be specific to the type of approvals that are expected from the selected user.</li><br /> <li>The&nbsp;'''Send Notification''' checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.</li><br /> <li>'''Click''' ''Add''. The users just added are displayed under Team.</li><br /> </ol><br /> <div class="note-box"><br /> '''Note:''' If you are adding a user:<br /> <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an option to Enable the use. <br /> </div> <br /> === '''Removing Team Members''' ===<br /> <br /> You can only remove the users that were manually added. Users and approvers defined by a rule cannot be removed. Follow these steps to remove users manually:<br /> <br /> #'''Click''' Agreement Management tile on My Dashboard. This opens the Agreements Page. <br /> #'''Click''' the View icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' Team in the left pane. This displays all the existing team members for that Agreement. <br /> #'''Click''' next to the Approver that you wish to remove. Note that you can remove only one user at a time. This opens a dialog box where you musty enter comments for why the user is being removed from the team. Type the required comments. <br /> #The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications. <br /> #'''Click''' ''Submit&nbsp;''to remove the user.</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Notifications_Dashboard&diff=5499 Notifications Dashboard 2017-10-04T09:00:01Z

<p>IDT-2: </p> <hr /> <div><br /> = Notifications Dashboard =<br /> <div align="center" style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;"><br /> '''Video: Working with Notifications''' {{#iDisplay: https://icertis.kpoint.com/kapsule/gcc-bfca5eca-18cd-4de7-a1f5-b4d1a76d386a/xc/3E37Y/v2/embedded?autoplay=true?iframe=true|200|160}}<br /> </div> <br /> Alerts are system generated events triggered when you or other users complete a task. They are the notifications sent in the form of emails and are also displayed on the ''Notifications Dashboard''. From Notifications Dashboard you can:<br /> <br /> *see current or past activities performed by all users <br /> *sort the notifications in several ways <br /> *perform actions that are assigned to you <br /> <br /> To view notifications:<br /> <br /> #'''Click''' the&nbsp;''Alerts'''''&nbsp;'''tile on&nbsp;[[My_Dashboard|My_Dashboard]]. This opens the Notifications Dashboard'''page.''' <br /> #'''Click''' on a&nbsp;specific category to see its sub-category. <br /> #'''Click''' on the small arrow to expand the sub-category and see all the notifications for it. <br /> #'''Click''' on a specific notification to see it's details on the right pane. <br /> #If required, '''click''' on the <u>here</u> link to view the details of the record. <br /> <br /> [[File:C5 - Notifications Dashboard.jpg|border|C5 - Notifications Dashboard.jpg]]<br /> <br /> &nbsp;<br /> <br /> Observe the following things when you work with notifications:<br /> <br /> *The Green icon indicates which notification is selected. <br /> *When you click on an unread notification, the bold highlight for the notification disappears and reduces the counter for that category by one. <br /> *The ''Notifications Dashboard'' will show&nbsp;notifications received over the past 7, 15 and 30 days. To see a different time frame, specify a date range and '''click''' ''Go''. The valid range is within a 2 month period. <br /> *Users with Approver role for Agreements and Amendments will receive reminder emails ''Agreement Approval Reminder Notification ''for pending approvals. They will continue to receive the emails till they take action on the specific Agreement.&nbsp;If an Approver is receiving a reminder email for an Agreement already approved, then it needs to be reapproved as it was rejected by another Approver. <br /> *Sort any of the notification categories by events or date and click on the ascending or descending order icons. <br /> *'''Click''' on the Right and Left arrows to expand and collapse the column with the notification category names. <br /> <br /> '''Related Topics:'''&nbsp;[[My_Dashboard|My ]][[My_Dashboard|Dashboard]]</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5497 Team 2017-10-04T07:47:49Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> The ''Team'' tab displays the users with their roles who are assigned to the team of the Agreement. From here you can:<br /> <br /> *search for any user by either using ''Grid'' or ''Tile'' view. <br /> *add any user to the ''Team ''from either of the views. <br /> *view the graphical presentation of the Agreement lifecycle through ''Progress'' view. It displays different state which the Agreement has gone through and the action taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View:'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays all the team members who are assigned to the Agreement team irrespective of their roles. <br /> :*Approvers:&nbsp;displays the team members who are assigned as an Approver. <br /> :*Core:&nbsp; <br /> :*Extended:&nbsp; <br /> :*Signatories:&nbsp;displays the team members who are assigned as an Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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 matches your search.</li><br /> <li>You can sort your search results further by clicking ''Filter'' icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View:'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign:&nbsp; <br /> *Enable:&nbsp;move/roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable:&nbsp;disable any 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. <br /> *Remove:&nbsp;remove the user from the team if not needed. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> '''Progress View'''<br /> <br /> The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement worhflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.<br /> <br /> The three sections of ''Progress ''view are:<br /> <br /> *'''Generate''' - &nbsp;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. <br /> *'''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. <br /> *'''Check & Sign - '''this section displays external and internal signatories in different boxes. <br /> <br /> &nbsp;<br /> <br /> To add a team member through Team tab follow the below steps:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5496 Team 2017-10-04T07:47:20Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> The ''Team'' tab displays the users with their roles who are assigned to the team of the Agreement. From here you can:<br /> <br /> *search for any user by either using ''Grid'' or ''Tile'' view. <br /> *add any user to the ''Team ''from either of the views. <br /> *view the graphical presentation of the Agreement lifecycle through ''Progress'' view. It displays different state which the Agreement has gone through and the action taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View:'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays all the team members who are assigned to the Agreement team irrespective of their roles. <br /> :*Approvers:&nbsp;displays the team members who are assigned as an Approver. <br /> :*Core:&nbsp; <br /> :*Extended:&nbsp; <br /> :*Signatories:&nbsp;displays the team members who are assigned as an Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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 matches your search.</li><br /> <li>You can sort your search results further by clicking ''Filter'' icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View:'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign:&nbsp; <br /> *Enable:&nbsp;move/roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable:&nbsp;disable any 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. <br /> *Remove:&nbsp;remove the user from the team if not needed. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> &nbsp;<br /> <br /> '''Progress View'''<br /> <br /> The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement worhflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.<br /> <br /> The three sections of ''Progress ''view are:<br /> <br /> *'''Generate''' - &nbsp;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. <br /> *'''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. <br /> *'''Check & Sign - '''this section displays external and internal signatories in different boxes. <br /> <br /> &nbsp;<br /> <br /> To add a team member through Team tab follow the below steps:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5495 Team 2017-10-04T07:43:38Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> The ''Team'' tab displays the users with their roles who are assigned to the team of the Agreement. From here you can:<br /> <br /> *search for any user by either using ''Grid'' or ''Tile'' view. <br /> *add any user to the ''Team ''from either of the views. <br /> *view the graphical presentation of the Agreement lifecycle through ''Progress'' view. It displays different state which the Agreement has gone through and the action taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View:'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays all the team members who are assigned to the Agreement team irrespective of their roles. <br /> :*Approvers:&nbsp;displays the team members who are assigned as an Approver. <br /> :*Core:&nbsp; <br /> :*Extended:&nbsp; <br /> :*Signatories:&nbsp;displays the team members who are assigned as an Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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 matches your search.</li><br /> <li>You can sort your search results further by clicking ''Filter'' icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View:'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign:&nbsp; <br /> *Enable:&nbsp;move/roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable:&nbsp;disable any 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. <br /> *Remove:&nbsp;remove the user from the team if not needed. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> '''Progress View'''<br /> <br /> The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement worhflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.<br /> <br /> The three sections of ''Progress ''view are:<br /> <br /> *'''Generate''' - &nbsp;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. <br /> *'''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. <br /> *'''Check & Sign - '''this section displays external and internal signatories in different boxes. <br /> <br /> &nbsp;<br /> <br /> To add a team member through Team tab follow the below steps:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Agreement_Details_Page&diff=5494 Agreement Details Page 2017-10-04T07:34:20Z

<p>IDT-2: </p> <hr /> <div><br /> = Agreement Details Page =<br /> <br /> You can see the current Status and all the information related to the Agreement in various sections on the left navigation. You can&nbsp;also perform various actions depending upon your role and the state of the Agreement.<br /> <br /> Here are the details you can see when you click on different sections on the left navigation:<br /> <br /> '''Agreement''': this section shows the basic information of the agreement. It has the following sections:<br /> <br /> *''Summary'' shows the name of the Agreement, Status and by whom that Agreement was created by.&nbsp; <br /> *''Details'' show the attributes of the agreement. Only the Primary Owner can edit the values of these attributes.&nbsp;Note, if&nbsp;''Primary Owner''&nbsp;is replaced within&nbsp;''Team'', then the name and email in&nbsp;''Primary Owner Name&nbsp;''and&nbsp;''Primary Owner Email''&nbsp;fields will get updated with the current&nbsp;information. <br /> *''Preview'' shows what the agreement will look like if printed. If the agreement is in ''Draft'' state, the preview only shows the attributes defined in the agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes.&nbsp;You can print the document or export the agreement attributes to the desired format. <br /> *[[Versions|Versions]]&nbsp;shows the various versions created for the specific Agreement. <br /> *[[History|History]] shows the entire life cycle of the agreement till now. <br /> <br /> '''Association:'''&nbsp;Click ''Add''&nbsp;[[File:Add.PNG|RTENOTITLE]]&nbsp;icon to add Associated Documents''&nbsp;''to the Agreement.&nbsp;You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.<br /> <br /> This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:<br /> <br /> *that has the&nbsp;''Show File Drop Zone'' field set as&nbsp;''Yes'', and <br /> *that does not contain any mandatory fields other than ''Name''. <br /> <br /> Associated Documents created using this Contract Type will have this feature enabled.<br /> <br /> '''Deviations:'''&nbsp;allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver''&nbsp;for review and approvals.<br /> <br /> '''Amendments:'''&nbsp;allows you to make changes to an ''Executed'' Agreement. This section will be blank if there are no Amendments made to the Agreement.<br /> <br /> '''Commitments:'''&nbsp;displays the Commitments that may have been manually added for the Agreement.&nbsp;Commitments are contractual obligations or deliverables that you may have for a particular Agreement.<br /> <br /> '''Agreement Clauses:'''&nbsp;displays the clauses that have been defined for this Agreement. These include rule-based Clauses.<br /> <br /> '''[[Team]]:'''&nbsp;displays the members that are added to the team working on this Agreement for it's complete life cycle. Click ''Add''&nbsp;+ icon to [[Managing_Team_Members|add more members]].<br /> <br /> You can also [[Replacing_a_User|Replace a User]]&nbsp;through Team tab.<br /> <br /> '''[[Notes|Notes]]:'''&nbsp;displays the comments added for the Agreement.<br /> <div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|RTENOTITLE]]</div> <br /> &nbsp;<br /> <br /> '''You can perform following actions from an Agreement Details page:''':<br /> <br /> *Use smart links to see any documents related to the selected Agreement. <br /> *Edit an Agreement to update any information which was either not provided or was not correct. After editing, click ''Update & Publish'' so that all the team members can view the updated Agreement. <br /> *Compare the changes made in the recent document with the previous. <br /> *Send the Agreement to various users within ICM. <br /> *[[Copy_an_Existing_Agreement|Copy]] the existing Agreement. This option with be shown only if the Agreement is in the approved state. <br /> *Download <br /> *Confidential <br /> *Download All:&nbsp;You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it. <br /> <div class="image-green-border">&nbsp; &nbsp; &nbsp;&nbsp;[[File:Associations while Download 1.png|RTENOTITLE]]</div> <br /> &nbsp; &nbsp; &nbsp; Follow these steps to download an Agreement after selecting Associated Document:<br /> <br /> #'''Click''' the ''Agreement Management''&nbsp;tile on''My Dashboard. ''This opens the Agreements Page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. <br /> #'''Click''' ''Download All, ''this opens the ''Download'' dialog box. <br /> #'''Select''' the ''Associated Documents'' in the dialog box which you want to download along with this Agreement. You can either select ''Associations'' checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected. <br /> #'''Click''' ''Download'', the Agreement will be downloaded with the chosen ''Associated Documents.'' <br /> <br /> *Upload Signed Copy <br /> <div class="note-box">'''Note:''' Upload Signed Copy button will be available for the '''Primary and Secondary owners''' as well, in addition to the Internal signatory. Even the Primary and Secondary owner can also upload the signed document on behalf of the Internal signatory. The button will be available only while the agreement is in '''Waiting for Internal Signatory''' state.</div> <br /> *Upload Document <br /> *Cancel</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Notifications_Dashboard&diff=5493 Notifications Dashboard 2017-10-04T07:32:37Z

<p>IDT-2: </p> <hr /> <div><br /> = Notifications Dashboard =<br /> <div align="center" style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;"><br /> '''Video: Working with Notifications''' {{#iDisplay: https://icertis.kpoint.com/kapsule/gcc-bfca5eca-18cd-4de7-a1f5-b4d1a76d386a/xc/3E37Y/v2/embedded?autoplay=true?iframe=true|200|160}}<br /> </div> <br /> Alerts are system generated events triggered when you or other users complete a task. They are the notifications sent in the form of emails and are also displayed on the ''Notifications Dashboard''. From Notifications Dashboard you can:<br /> <br /> *see current or past activities performed by all users <br /> *sort the notifications in several ways <br /> *perform actions that are assigned to you <br /> <br /> To view notifications:<br /> <br /> #'''Click''' the&nbsp;''Alerts'''''&nbsp;'''tile on&nbsp;[[My_Dashboard|My_Dashboard]]. This opens the Notifications Dashboard'''page.''' <br /> #'''Click''' on a&nbsp;specific category to see its sub-category. <br /> #'''Click''' on the small arrow to expand the sub-category and see all the notifications for it. <br /> #'''Click''' on a specific notification to see it's details on the right pane. <br /> #If required, '''click''' on the <u>here</u> link to view the details of the record. <br /> <br /> [[File:C5 - Notifications Dashboard.jpg|border|C5 - Notifications Dashboard.jpg]]<br /> <br /> &nbsp;<br /> <br /> Observe the following things when you work with notifications:<br /> <br /> *The Green icon indicates which notification is selected. <br /> *When you click on an unread notification, the bold highlight for the notification disappears and reduces the counter for that category by one. <br /> *The ''Notifications Dashboard'' will show&nbsp;notifications received over the past 7, 15 and 30 days. To see a different time frame, specify a date range and '''click''' ''Go''. The valid range is within a 2 month period. <br /> *Users with Approver role for Agreements and Amendments will receive reminder emails ''Agreement Approval Reminder Notification ''for pending approvals. They will continue to receive the emails till they take action on the specific Agreement. <br /> *Sort any of the notification categories by events or date and click on the ascending or descending order icons. <br /> *'''Click''' on the Right and Left arrows to expand and collapse the column with the notification category names. <br /> <br /> '''Related Topics:'''&nbsp;[[My_Dashboard|My ]][[My_Dashboard|Dashboard]]</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5492 Team 2017-10-04T07:21:36Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> The ''Team'' tab displays the users with their roles who are assigned to the team of the Agreement. From here you can:<br /> <br /> *search for any user by either using ''Grid'' or ''Tile'' view. <br /> *add any user to the ''Team ''from either of the views. <br /> *view the graphical presentation of the Agreement lifecycle through ''Progress'' view. It displays different state which the Agreement has gone through and the action taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View:'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> :<br /> :*All: displays all the team members who are assigned to the Agreement team irrespective of their roles. <br /> :*Approvers:&nbsp;displays the team members who are assigned as an Approver. <br /> :*Core:&nbsp; <br /> :*Extended:&nbsp; <br /> :*Signatories:&nbsp;displays the team members who are assigned as an Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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 matches your search.</li><br /> <li>You can sort your search results further by clicking ''Filter'' icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View:'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign:&nbsp; <br /> *Enable:&nbsp;move/roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable:&nbsp;disable any 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. <br /> *Remove:&nbsp;remove the user from the team if not needed. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> '''<u>Progress View</u>'''''':'''<br /> <br /> The ''Progress'' view displays the graphical form''&nbsp;''of the Agreement worhflow, from ''Draft''&nbsp;to ''Executed'' state. This&nbsp;view contains&nbsp;three sections which displays different phases of an Agreement. The Progress view can be viewed only&nbsp;after the Primary Owner creates an Agreement. The complete workflow is displayed using two colour green and grey.<br /> <br /> The three sections of ''Progress ''view are:<br /> <br /> *'''Generate''' - &nbsp;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. <br /> *'''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. <br /> *'''Check & Sign - '''this section displays external and internal signatories in different boxes. <br /> <br /> &nbsp;<br /> <br /> To add a team member through Team tab follow the below steps:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5491 Team 2017-10-04T07:08:32Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> The ''Team'' tab displays the users with their roles who are assigned to the team of the Agreement. From here you can:<br /> <br /> *search for any user by either using ''Grid'' or ''Tile'' view. <br /> *add any user to the ''Team ''from either of the views. <br /> *view the graphical presentation of the Agreement lifecycle through ''Progress'' view. It displays different state which the Agreement has gone through and the action taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View'''''':'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> :*All: displays all the team members who are assigned to the Agreement team irrespective of their roles. <br /> :*Approvers:&nbsp;displays the team members who are assigned as an Approver. <br /> :*Core:&nbsp; <br /> :*Extended:&nbsp; <br /> :*Signatories:&nbsp;displays the team members who are assigned as an Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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 matches your search.</li><br /> <li>You can sort your search results further by clicking ''Filter'' icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View'''''':'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign:&nbsp; <br /> *Enable:&nbsp;move/roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable:&nbsp;disable any 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. <br /> *Remove:&nbsp;remove the user from the team if not needed. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> To add a team member:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Team&diff=5490 Team 2017-10-04T07:07:18Z

<p>IDT-2: </p> <hr /> <div><br /> = Team =<br /> <br /> &nbsp;<br /> <br /> The ''Team'' tab displays the users with their roles who are assigned to the team of the Agreement. From here you can:<br /> <br /> *search for any user by either using ''Grid'' or ''Tile'' view. <br /> *add any user to the ''Team ''from either of the views. <br /> *view the graphical presentation of the Agreement lifecycle through ''Progress'' view. It displays different state which the Agreement has gone through and the action taken on it by various team members. &nbsp; <br /> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View'''''':'''<br /> <br /> ''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.<br /> <br /> The search results are displayed in tabular form. You can further sort your results by using ''Filter'' provided in every column.<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click '''''Agreement Management'' tile on ''My Dashboard.'' This opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose Team you want to manage. <br /> #'''Click''' ''Team'' in the left pane. This displays all existing team members along with their roles. By default, ''Grid ''is selected. <br /> #You can refine your search&nbsp;by selecting the ''Status ''provided: <br /> <br /> *All: displays all the team members who are assigned to the Agreement team irrespective of their roles. <br /> *Approvers:&nbsp;displays the team members who are assigned as an Approver. <br /> *Core:&nbsp; <br /> *Extended:&nbsp; <br /> *Signatories:&nbsp;displays the team members who are assigned as an Signatories. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>You can&nbsp;refine your search further&nbsp;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 matches your search.</li><br /> <li>You can sort your search results further by clicking ''Filter'' icon provided in every column. Click Filter icon and choose options relevant to your search in the fields.</li><br /> </ol><br /> <br /> '''Tile View'''''':'''<br /> <br /> This view displays all the team members in the box with their respective roles. You can narrow down the search by selecting specific categories.<br /> <br /> You can perform following actions on the team members through ''Grid'' and ''Tile'' view:<br /> <br /> *Reassign:&nbsp; <br /> *Enable:&nbsp;move/roll back the disabled user to enable state. Once enabled, relevant tasks can be assigned to the user. <br /> *Disable:&nbsp;disable any 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. <br /> *Remove:&nbsp;remove the user from the team if not needed. <br /> <div class="note-box">'''Note:''' If you are adding a user:&nbsp; <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an &nbsp;option to ''Enable'' the user. <br /> </div> <br /> To add a team member:<br /> <br /> 1. Click [[File:Add icon.jpeg|RTENOTITLE]] next to '''Team'''. The '''Add User''' dialog box appears.<br /> <br /> <font face="Segoe UI">[[File:Team step 1.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">[[File:Team step 2.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">2. Click '''Select Role''' list to select a role.</font><br /> <br /> <font face="Segoe UI">[[File:Teamm.jpeg|RTENOTITLE]]</font><br /> <br /> {| class="wikitable"<br /> |-<br /> | <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><br /> |}<br /> <br /> <font face="Segoe UI">3. Select a user from the user tiles. You can use scroll arrows to browse through the user tiles.</font><br /> <br /> <font face="Segoe UI">[[File:Select user ed.jpeg|RTENOTITLE]]</font><br /> <br /> <font face="Segoe UI">4. Click '''Add''' to add the user. The user name and the role appears as a tile.</font><br /> <br /> <font face="Segoe UI">5. Click [[File:Add commitment3.JPG|RTENOTITLE]], if you want to remove a user from the list.</font><br /> <br /> <font face="Segoe UI">[[File:Click add.jpeg|RTENOTITLE]]</font><br /> <br /> &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Managing_Team_Members&diff=5489 Managing Team Members 2017-10-04T06:27:32Z

<p>IDT-2: </p> <hr /> <div><br /> = Managing Team Members =<br /> <br /> Team members can be added from either the [[Team|Team]]&nbsp;or the [[Agreement_Details_Page|Agreement Details]] pages. Approvers can be added to the team either manually or by [[Create_an_Approval_Rule|creating an&nbsp;approver rule]].&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICM Administrator.&nbsp;<br /> <br /> &nbsp;<br /> <br /> === '''Adding Team Members''' ===<br /> <br /> Follow these steps to add users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' ''Team''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement. <br /> #'''Click''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box. <br /> #'''Select''' the user and the role that user should have. You can only add one user at a time. The role&nbsp;can be one of the following: <br /> <ul style="margin-left: 80px;"><br /> <li>Approver</li><br /> <li>Business Owner</li><br /> <li>Contract Admin</li><br /> <li>Contributor</li><br /> <li>Observer</li><br /> <li>Secondary Owner</li><br /> <li>Sales Approver</li><br /> <li>Secondary Owner</li><br /> </ul><br /> <ol start="6"><br /> <li>Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.</li><br /> <li>'''Type'''&nbsp;related comments in the&nbsp;''Comments ''box. These can be specific to the type of approvals that are expected from the selected user.</li><br /> <li>The&nbsp;'''Send Notification''' checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.</li><br /> <li>'''Click''' ''Add''. The users just added are displayed under Team.</li><br /> </ol><br /> <div class="note-box"><br /> '''Note:''' If you are adding a user:<br /> <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an option to Enable the use. <br /> </div> <br /> === &nbsp; ===<br /> <br /> === '''Removing Team Members''' ===<br /> <br /> You can only remove the users that were manually added. Users and approvers defined by a rule cannot be removed. Follow these steps to remove users manually:<br /> <br /> #'''Click''' Agreement Management tile on My Dashboard. This opens the Agreements Page. <br /> #'''Click''' the View icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' Team in the left pane. This displays all the existing team members for that Agreement. <br /> #'''Click''' next to the Approver that you wish to remove. Note that you can remove only one user at a time. This opens a dialog box where you musty enter comments for why the user is being removed from the team. Type the required comments. <br /> #The Send Notification checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox if you wish to disable the notifications. <br /> #'''Click''' ''Submit&nbsp;''to remove the user.</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Managing_Team_Members&diff=5488 Managing Team Members 2017-10-04T05:41:01Z

<p>IDT-2: </p> <hr /> <div><br /> = Managing Team Members =<br /> <br /> Team members can be added from either the [[Team|Team]]&nbsp;or the [[Agreement_Details_Page|Agreement Details]] pages. Approvers can be added to the team either manually or by [[Create_an_Approval_Rule|creating an&nbsp;approver rule]].&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICM Administrator.&nbsp;<br /> <br /> <br /> === '''Adding Team Members''' ===<br /> <br /> Follow these steps to add users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' ''Team''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement. <br /> #'''Click''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box. <br /> #'''Select''' the user and the role that user should have. You can only add one user at a time. The role&nbsp;can be one of the following: <br /> <ul style="margin-left: 80px;"><br /> <li>Approver</li><br /> <li>Business Owner</li><br /> <li>Contract Admin</li><br /> <li>Contributor</li><br /> <li>Observer</li><br /> <li>Secondary Owner</li><br /> <li>Sales Approver</li><br /> <li>Secondary Owner</li><br /> </ul><br /> <ol start="6"><br /> <li>Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.</li><br /> <li>'''Type'''&nbsp;related comments in the&nbsp;''Comments ''box. These can be specific to the type of approvals that are expected from the selected user.</li><br /> <li>The&nbsp;'''Send Notification''' checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.</li><br /> <li>'''Click''' ''Add''. The users just added are displayed under Team.</li><br /> </ol><br /> <div class="note-box"><br /> Note: If you are adding a user:<br /> <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an option to Enable the use. <br /> <br /> <br /> === '''Removing Team Members''' ===<br /> <br /> You can only remove the users that were manually added. Users and approvers [[Create_an_Approval_Rule|defined by a rule]] cannot be removed.&nbsp;Follow these steps to remove users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click '''''Team'' in the left pane. This displays all the existing team members for that Agreement. <br /> #'''Click''' [[File:No icon.jpg|RTENOTITLE]] next to the Approver&nbsp;that you wish to remove. This opens a dialog&nbsp;box where you musty enter comments for why the user is being removed from the team. '''Type'''&nbsp;the required comments. <br /> #The&nbsp;''Send Notification'' checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox&nbsp;if you wish to disable the notifications. <br /> <br /> {|<br /> |-<br /> | <div class="note-box">'''Note''': You can only remove one user at a time.</div> <br /> |}<br /> <ol start="6"><br /> <li>'''Click''' ''Submit&nbsp;''to remove the user.</li><br /> </ol><br /> <br /> &nbsp;<br /> <br /> '''Related Topics:'''&nbsp; [[Agreement_Details_Page|Agreement Details]] &nbsp;| &nbsp;[[Create_an_Approval_Rule|Creating a Rule]] &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Managing_Team_Members&diff=5487 Managing Team Members 2017-10-04T05:39:24Z

<p>IDT-2: </p> <hr /> <div><br /> = Managing Team Members =<br /> <br /> Team members can be added from either the [[Team|Team]]&nbsp;or the [[Agreement_Details_Page|Agreement Details]] pages. Approvers can be added to the team either manually or by [[Create_an_Approval_Rule|creating an&nbsp;approver rule]].&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICM Administrator.&nbsp;<br /> <br /> &nbsp;<br /> <br /> === '''Adding Team Members''' ===<br /> <br /> Follow these steps to add users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' ''Team''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement. <br /> #'''Click''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box. <br /> #'''Select''' the user and the role that user should have. You can only add one user at a time. The role&nbsp;can be one of the following: <br /> <ul style="margin-left: 80px;"><br /> <li>Approver</li><br /> <li>Business Owner</li><br /> <li>Contract Admin</li><br /> <li>Contributor</li><br /> <li>Observer</li><br /> <li>Secondary Owner</li><br /> <li>Sales Approver</li><br /> <li>Secondary Owner</li><br /> </ul><br /> <ol start="6"><br /> <li>Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.</li><br /> <li>'''Type'''&nbsp;related comments in the&nbsp;''Comments ''box. These can be specific to the type of approvals that are expected from the selected user.</li><br /> <li>The&nbsp;'''Send Notification''' checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.</li><br /> <li>'''Click''' ''Add''. The users just added are displayed under Team.</li><br /> </ol><br /> <div class="note-box"><br /> Note: If you are adding a user:<br /> <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an option to Enable the use. <br /> </div> <br /> === &nbsp; ===<br /> <br /> === '''Removing Team Members''' ===<br /> <br /> You can only remove the users that were manually added. Users and approvers [[Create_an_Approval_Rule|defined by a rule]] cannot be removed.&nbsp;Follow these steps to remove users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click '''''Team'' in the left pane. This displays all the existing team members for that Agreement. <br /> #'''Click''' [[File:No icon.jpg|RTENOTITLE]] next to the Approver&nbsp;that you wish to remove. This opens a dialog&nbsp;box where you musty enter comments for why the user is being removed from the team. '''Type'''&nbsp;the required comments. <br /> #The&nbsp;''Send Notification'' checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox&nbsp;if you wish to disable the notifications. <br /> <br /> {|<br /> |-<br /> | <div class="note-box">'''Note''': You can only remove one user at a time.</div> <br /> |}<br /> <ol start="6"><br /> <li>'''Click''' ''Submit&nbsp;''to remove the user.</li><br /> </ol><br /> <br /> &nbsp;<br /> <br /> '''Related Topics:'''&nbsp; [[Agreement_Details_Page|Agreement Details]] &nbsp;| &nbsp;[[Create_an_Approval_Rule|Creating a Rule]] &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Managing_Team_Members&diff=5486 Managing Team Members 2017-10-04T05:38:55Z

<p>IDT-2: </p> <hr /> <div><br /> = Managing Team Members =<br /> <br /> Team members can be added from either the [[Team|Team]]&nbsp;or the [[Agreement_Details_Page|Agreement Details]] pages. Approvers can be added to the team either manually or by [[Create_an_Approval_Rule|creating an&nbsp;approver rule]].&nbsp;You can add, remove and arrange approvers in the order in which they should be approving, if you have the add/remove team privilege. These privileges are provided by the ICM Administrator.&nbsp;<br /> <br /> &nbsp;<br /> <br /> === '''Adding Team Members''' ===<br /> <br /> Follow these steps to add users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click''' ''Team''&nbsp;in the left pane. This displays all the existing team mambers for that&nbsp;Agreement. <br /> #'''Click''' the ''Add''&nbsp;[[File:Add icon.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;''Add User'' dialog box. <br /> #'''Select''' the user and the role that user should have. You can only add one user at a time. The role&nbsp;can be one of the following: <br /> <ul style="margin-left: 80px;"><br /> <li>Approver</li><br /> <li>Business Owner</li><br /> <li>Contract Admin</li><br /> <li>Contributor</li><br /> <li>Observer</li><br /> <li>Secondary Owner</li><br /> <li>Sales Approver</li><br /> <li>Secondary Owner</li><br /> </ul><br /> <ol start="6"><br /> <li>Selecting&nbsp;a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number.</li><br /> <li>'''Type'''&nbsp;related comments in the&nbsp;''Comments ''box. These can be specific to the type of approvals that are expected from the selected user.</li><br /> <li>The&nbsp;'''Send Notification''' checkbox is selected by default, so users added as Approvers receive a notification to that effect. Uncselect it if you wish to disable the notifications. Note that only users that are manually added receive the notifications.</li><br /> <li>'''Click''' ''Add''. The users just added are displayed under Team.</li><br /> </ol><br /> <br /> <meta charset="utf-8"></meta><br /> <div class="note-box"><br /> Note: If you are adding a user:<br /> <br /> *who is already added in the team system displays an error message stating that the user is already available. <br /> *who is already added in the team but disabled, then a popup is displayed with an error message and an option to Enable the use. <br /> </div> <br /> === &nbsp; ===<br /> <br /> === '''Removing Team Members''' ===<br /> <br /> You can only remove the users that were manually added. Users and approvers [[Create_an_Approval_Rule|defined by a rule]] cannot be removed.&nbsp;Follow these steps to remove users manually:<br /> <br /> #'''Click''' [[Agreement_Management|Agreement Management]]&nbsp;tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. <br /> #'''Click''' the ''View'''''&nbsp;'''[[File:View.png|RTENOTITLE]]&nbsp;icon next to the Agreement you would like to manage the approvers for. <br /> #'''Click '''''Team'' in the left pane. This displays all the existing team members for that Agreement. <br /> #'''Click''' [[File:No icon.jpg|RTENOTITLE]] next to the Approver&nbsp;that you wish to remove. This opens a dialog&nbsp;box where you musty enter comments for why the user is being removed from the team. '''Type'''&nbsp;the required comments. <br /> #The&nbsp;''Send Notification'' checkbox is selected by default, so users that are removed receive a notification to that effect. Clear the checkbox&nbsp;if you wish to disable the notifications. <br /> <br /> {|<br /> |-<br /> | <div class="note-box">'''Note''': You can only remove one user at a time.</div> <br /> |}<br /> <ol start="6"><br /> <li>'''Click''' ''Submit&nbsp;''to remove the user.</li><br /> </ol><br /> <br /> &nbsp;<br /> <br /> '''Related Topics:'''&nbsp; [[Agreement_Details_Page|Agreement Details]] &nbsp;| &nbsp;[[Create_an_Approval_Rule|Creating a Rule]] &nbsp;<br /> <br /> &nbsp;</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Agreement_Details_Page&diff=5485 Agreement Details Page 2017-10-03T12:47:36Z

<p>IDT-2: </p> <hr /> <div><br /> = Agreement Details Page =<br /> <br /> You can see the current Status and all the information related to the Agreement in various sections on the left navigation. You can&nbsp;also perform various actions depending upon your role and the state of the Agreement.<br /> <br /> Here are the details you can see when you click on different sections on the left navigation:<br /> <br /> '''Agreement''': this section shows the basic information of the agreement. It has the following sections:<br /> <br /> *''Summary'' shows the name of the Agreement, Status and by whom that Agreement was created by.&nbsp; <br /> *''Details'' show the attributes of the agreement. Only the Primary Owner can edit the values of these attributes.&nbsp;Note, if&nbsp;''Primary Owner''&nbsp;is replaced within&nbsp;''Team'', then the name and email in&nbsp;''Primary Owner Name&nbsp;''and&nbsp;''Primary Owner Email''&nbsp;fields will get updated with the current&nbsp;information. <br /> *''Preview'' shows what the agreement will look like if printed. If the agreement is in ''Draft'' state, the preview only shows the attributes defined in the agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes.&nbsp;You can print the document or export the agreement attributes to the desired format. <br /> *[[Versions|Versions]]&nbsp;shows the various versions created for the specific Agreement. <br /> *[[History|History]] shows the entire life cycle of the agreement till now. <br /> <br /> '''Association:'''&nbsp;Click ''Add''&nbsp;[[File:Add.PNG|RTENOTITLE]]&nbsp;icon to add Associated Documents''&nbsp;''to the Agreement.&nbsp;You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.<br /> <br /> This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:<br /> <br /> *that has the&nbsp;''Show File Drop Zone'' field set as&nbsp;''Yes'', and <br /> *that does not contain any mandatory fields other than ''Name''. <br /> <br /> Associated Documents created using this Contract Type will have this feature enabled.<br /> <br /> '''Deviations:'''&nbsp;allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver''&nbsp;for review and approvals.<br /> <br /> '''Amendments:'''&nbsp;allows you to make changes to an ''Executed'' Agreement. This section will be blank if there are no Amendments made to the Agreement.<br /> <br /> '''Commitments:'''&nbsp;displays the Commitments that may have been manually added for the Agreement.&nbsp;Commitments are contractual obligations or deliverables that you may have for a particular Agreement.<br /> <br /> '''Agreement Clauses:'''&nbsp;displays the clauses that have been defined for this Agreement. These include rule-based Clauses.<br /> <br /> '''Team:'''&nbsp;displays the members that are added to the team working on this Agreement for it's complete life cycle. Click ''Add''&nbsp;+ icon to [[Managing_Team_Members|add more members]].<br /> <br /> You can also [[Replacing_a_User|Replace a User]]&nbsp;through Team tab.<br /> <br /> '''[[Notes|Notes]]:'''&nbsp;displays the comments added for the Agreement.<br /> <div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|RTENOTITLE]]</div> <br /> &nbsp;<br /> <br /> '''You can perform following actions from an Agreement Details page:''':<br /> <br /> *Use smart links to see any documents related to the selected Agreement. <br /> *Edit an Agreement to update any information which was either not provided or was not correct. After editing, click ''Update & Publish'' so that all the team members can view the updated Agreement. <br /> *Compare the changes made in the recent document with the previous. <br /> *Send the Agreement to various users within ICM. <br /> *[[Copy_an_Existing_Agreement|Copy]] the existing Agreement. This option with be shown only if the Agreement is in the approved state. <br /> *Download <br /> *Confidential <br /> *Download All:&nbsp;You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it. <br /> <div class="image-green-border">&nbsp; &nbsp; &nbsp;&nbsp;[[File:Associations while Download 1.png|RTENOTITLE]]</div> <br /> &nbsp; &nbsp; &nbsp; Follow these steps to download an Agreement after selecting Associated Document:<br /> <br /> #'''Click''' the ''Agreement Management''&nbsp;tile on''My Dashboard. ''This opens the Agreements Page. <br /> #'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. <br /> #'''Click''' ''Download All, ''this opens the ''Download'' dialog box. <br /> #'''Select''' the ''Associated Documents'' in the dialog box which you want to download along with this Agreement. You can either select ''Associations'' checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected. <br /> #'''Click''' ''Download'', the Agreement will be downloaded with the chosen ''Associated Documents.'' <br /> <br /> *Upload Signed Copy <br /> <div class="note-box">'''Note:''' Upload Signed Copy button will be available for the '''Primary and Secondary owners''' as well, in addition to the Internal signatory. Even the Primary and Secondary owner can also upload the signed document on behalf of the Internal signatory. The button will be available only while the agreement is in '''Waiting for Internal Signatory''' state.</div> <br /> *Upload Document <br /> *Cancel</div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Notes&diff=5483 Notes 2017-10-03T12:09:39Z

<p>IDT-2: </p> <hr /> <div><br /> = Notes =<br /> <div><br /> The ''Notes'' tab displays the comments that are added to the Agreement either when an action is taken or directly through the ''Notes ''tab. It displays&nbsp;the comments for&nbsp;complete lifecycle of the Agreement.<br /> <br /> Through ''Notes'' tab, you&nbsp;can also add comments directly. For this, click ''Add'' icon, this opens ''Add Notes'' window. Type the required comments and click ''Add Note''. The&nbsp;added comment&nbsp;is listed in&nbsp;&nbsp;i t.You can view&nbsp;the logs either using Grid or List view. By default, Grid view is selected.<br/> Let’s go through each view in detail:<br /> <br /> '''Grid View'''<br /> <br /> ''Grid'' view dramatically reduces the time required to go through the complete list of logs to find a specific one. Through this view you can easily refine your search for any specific log.<br/> The search results are displayed in tabular form. You can further sort your results using filter provided in every column.<br /> <br /> Follow these steps to search the log:<br /> <br /> #'''Click'''&nbsp;''Agreement Management'' tile on ''My Dashboard'', this opens the ''Agreements'' page. <br /> #'''Click''' ''View'' icon next to the Agreement, whose logs you want to view. <br /> #'''Click''' ''Notes'' in the left pane. This displays all the logs related to that Agreement. By default, ''Grid&nbsp;''view''&nbsp;''is selected. <br /> #You can refine your search by selecting&nbsp;the&nbsp;provided categories: <br /> <br /> :<br /> :*All: displays the logs added directly through ''Notes'' tab and while taking any action on the Agreement. <br /> :*Workflow: displays the logs added while taking any action on the Agreement. <br /> <ol start="5"><br /> <li>The results matching your selection are displayed on the page in tabular form.</li><br /> <li>Refine your search further using the ''Refine Search Here''&nbsp;field. For example, you can either type the initials of ''User Name'' who created the Agreement or type initials of the ''Event''. This filters the results to display only those records that matches your search.</li><br /> <li>You can sort your search results&nbsp;by clicking ''Filter'' icon provided in every column. '''Click '''''Filter'' icon and choose options relevant to your search in the fields.&nbsp;</li><br /> </ol><br /> <br /> '''List View'''<br /> <br /> The&nbsp;''List ''view displays the complete list of comments available. You can refine your serach&nbsp;by selecting either ''All'' or ''Workflow''.<br/> (screenshot)<br/> &nbsp;<br /> </div></div>

IDT-2 https://iciwikiapac.icertis.com:443/ICIHelp8.2/index.php?title=Versions&diff=5482 Versions 2017-10-03T12:07:02Z

<p>IDT-2: </p> <hr /> <div><br /> = Versions =<br /> <div><br /> All the versions of&nbsp;&nbsp;the chosen&nbsp;Agreement are displayed under the Versions tab. When&nbsp;an attribute which is added to the Agreement through Template, gets updated and the Agreement goes through the approval cycle again, a new version of the&nbsp;Agreement is created. Through ''Versions'' tab you can view and download them. Versions can be viewed either through ''Grid'' or ''List'' view. &nbsp;By default, ''Grid ''view is selected.<br /> </div> <br /> Let’s go through each view in detail:<br /> <br /> '''Grid View'''<br /> <br /> ''Grid'' view reduces the time required to go through the complete list of available versions to find the specific one.&nbsp;Using this view, you can easily refine your search for specific version.You can further sort your results by using the&nbsp;''Filter''&nbsp;provided in each column.<br /> <br /> Follow these steps to search the specific version:<br /> <br /> #'''Click''' ''Agreement Management'' tile on ''My Dashboard''. This opens the ''Agreements'' page. <br /> #'''Click''' ''View&nbsp;[[File:View.png]]&nbsp;''icon next to the Agreement, whose version you want to view and download. <br /> #'''Click''' ''Versions'' in the left pane, this displays all the available Agreement versions. By default, ''Grid''&nbsp;view is selected. <br /> #You can refine your search&nbsp;by using the ''Refine Search Here&nbsp;''field. For example, you can either type initials of ''User Name'' who created the Agreement or ''U''''ser Role''. This filters the results to display only those records that matches your search. <br /> #You can download Agreement versions either in Microsoft Word or PDF format.&nbsp;'''Click'''&nbsp;''Word'' icon or ''PDF'' icon under ''Document'' to download the specific version. <br /> #You can sort your search results by clicking ''Filter'' icon provided in every column. '''Click''' ''Filter ''icon and choose options relevant to your search in the fields.&nbsp; <br /> <br /> '''List View'''<br/> The&nbsp;''List&nbsp;''view displays the complete list of versions available. Here you can view and download them.</div>

IDT-2