ICIHelp8.2 - User contributions [en]

Templates

2022-02-02T11:02:48Z

Shefali DK:

= Templates =

A template is a framework that represents a standard layout for an Agreement. The "Templates" menu enables you to manage all aspects of a template. From here, you can:

*View and manage all your Templates from the Template Details page.
*Create and upload a Template through Create Template page
*Create Template through Word Add-ins
*Edit Template through the Template Details page.

== Templates Index Page ==

Navigate to the "Templates" index page by clicking on the "Templates" collapsible navigation menu on the top.  This page displays the most current version of a Template regardless of its status.
<div class="image-green-border">[[File:8.0-TemplateM-Index-Att.png|720px|8.0-TemplateM-Index-Att.png]]</div>
From this page you can:

*Search templates from Search or the Advanced Search option on the top of the page.
*Filter the search from "Refine_View" on the left.
*View details of the template on the "Templates" details page by clicking on the "View Details"'' ''eye'' ''icon on the far right. 
*View the template in word document format by clicking on the "Preview Document" under the three dots (...) in the last column of the grid.

Refer to Saved Searches and Agreements page for more details on index page functionalities.

== Template Access Management ==

Template Access Management is now enhanced and is available through a technical configuration. When turned On, the access control for Templates is driven by the Organization Unit (OU) or the Team. 

OU can be configured in 2 ways:

*Template access is dependent on the highest level of the OU and since everyone belongs to the OU so they have access by default if they are part of the team.
*Through a technical configuration, you now have the ability to change the access based on the OU of the user who is creating the Template. For example, if user John Doe is part of the Sales OU and the team, then Templates created by John Doe can be accessed by all users in the Sales OU and those belonging to the Template team.

Additionally, you can add members to the Template team through Event Rules, thus saving time for manually adding users to the Team. The support for the Observer role is extended to the Template Library as well through Role Action Mapping. 
<div class="note-box">Note: This feature is applicable to ICI Web UI and the .JS version of Word Add-in. </div>
== Searching Templates ==

You can search for templates either from the advanced search page or from Templates Page to:

*View its details
*Check the status
*Edit it

You can find a specific template you are looking for from the Templates index page using one of these 4 methods:

*Global Search and Advance Search on the top of the page
*Category Search under "Refine View" on the left
*Saved Searches
*Searches pinned as Favorites

=== Category Search ===

Follow these steps to search for templates using the Category drop-down:

1. '''Click''' the "Templates"''''' '''''tile or navigation menu on the top. This opens the Templates Index Page displaying all the existing Templates.

2. Use the "Categories" drop-down in the left "Refine View" pane to narrow down the templates and find the exact one you are looking for. For example, search by status, created by or the status changed, date, among many other options. This displays all the options that match the selected category.

3. '''Select '''the desired criteria by marking the boxes next to that option. Only the templates matching these specified criteria are displayed.

4. '''Narrow '''your search further by typing specific keywords in the "Custom Keyword" field and then '''click''' "Apply". You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example: 

*APP*: displays agreements only in the Approved and Waiting for Approval states
*?PP*: displays agreements only in the Approved and Waiting for Approval states
*APP*: OR DRA* - displays agreements only in the Approved, Waiting for Approval and Draft states     

5. You can also type free text in the "Refine Search Here..."'' '' search box on top of the page. A list of relevant agreements is displayed.

=== Saved Searches ===

Follow these steps to use your saved searches:

1. '''Click''' the "Templates" '' ''tile or navigation menu on the top of the page. This opens the Templates page displaying all the existing templates.

2. '''Apply '''filters to get the exact templates you are searching for and '''click '''"Save View" on the top of the records grid to save the search. 

3. You can view the already saved searches under the "More Views" drop-down on the title bar to the left.

 Refer to [[Using_Advanced_Search|Using_Advanced_Search]] for details on saving a search. This displays the templates matching the criteria defined in the saved search.

Refer to the [[Saved_Searches|Saved_Searches]] wiki page for details on saving a search.

=== Searches pinned as Favorites ===

 Under the "More Views" drop-down on the title bar to the left, you can pin the search to the bar above the grid for quick access.

Refer to the Saved Searches wiki page for details on saving a search.

=== Searching Templates based on the Extended Template Metadata ===

Users have the flexibility to use attributes of masterdata as extensions to any template, agreement, or associated document while creating or editing the instance.

Users can search and retrieve required templates using these extended attributes as search parameters through Template index page search, Advanced Search, Global Search, and Saved Search. Extended attributes are available in search facets drop-downs along with regular attributes. This considerably improves the efficiency of the search facility.

To search templates on the Template Index page:

1. '''Click''''' ''"Templates" at the top of the page on the main navigation menu. The "Templates" page opens with all existing templates.

2. '''Select''' extended attribute as a search parameter in the "Categories" drop-down in the "Refine View" left pane.. All matching Templates are displayed. For example, select the extended attribute "MSL Country Name String" in "Categories". All Templates with "MSL Country Name String" containing "Canada" are displayed on the template index page.

3. '''Filter''' your search further by selecting and typing specific extended attribute values in the "Custom keyword" field and then '''click "'''Apply". For example, select "Custom keyword" as India with operator "Exactly". Only Templates containing MSL Country Names''as''Canada and India are displayed.
<div class="image-green-border">[[File:8.0-TemplateM-Extended-Att.png|720px|8.0-TemplateM-Extended-Att.png]]</div>
Users can search templates by extended attributes using the "Advanced Search" and "Saved Search".

The Advanced Search page appears on clicking "Advanced" at the top beside the search box.<br/> On the Advanced Search Page, '''select '''"Template" in the "Entity" drop-down and '''type '''extended attribute in the "Refine Search here…" search box. Refer to Using Advanced Search for details on using search filters, operators, and options.<br/> Users can save the search criteria with extended attributes as search parameters and use them as "global" or local Saved Search. Refer to Saved Searches for details on saving a search. Refer to Using Advanced Search wiki pages for details on retrieving a Saved Search.

== Creating a Template ==

To create a Template in ICI:

1. '''Click''' the "Templates" collapsible menu bar on the top. The "Templates" index page opens.
<div class="image-green-border">[[File:8.0-TemplateM-Create-indexpage.png|720px|8.0-TemplateM-Create-indexpage.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' "Create" on the far right in the title bar, the "Create Template" page opens.</div> <div class="image-green-border">3. The "Create Template" page has a numbered navigation bar with the following four tabs:</div>
#Template Details
#Template Variables 
#Team
#Verify

*All the tabs are clearly visible upfront in the numbered navigation bar below the title bar. The current tab number is highlighted to easily identify where the user is in the wizard workflow.
*The numbered navigation bar is made sticky to view the steps even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” at the bottom of the page to go to the next step in the wizard workflow.

'''Note''': <span style="background-color:#FFFFFF;">(<span style="color:#FF0000;">*</span></span>) denotes a mandatory field. ICI displays an error message if a mandatory field is left empty.
<div class="image-green-border">[[File:8.0-Template Management Create page1.PNG|520px|8.0-Template Management Create page1.PNG]]</div>

=== Template Details ===

The "Details" tab consists of some mandatory fields, while the rest of the fields are optional. 

1. Enter the basic details in the following fields:

*Contract Type Name: '''Select''' a "Contract type" from the drop-down list for which you want to create a Template.
*Name: '''Type''' an appropriate name for the Template.
*Template Code: The Template Code is auto-generated.
*Is Bilingual Template: Toggle on to define the template as bilingual and set both its languages.

2. When the Is Bilingual Template attribute is set to Yes, it displays the additional fields to select the secondary languages for the template with its language-specific date and time formats. 

*Template Language: '''Select''' the primary language for the Template.
**Date Format: Select the date format according to the selected language.
**Time Format: Select the time format according to the selected language.
*Template Secondary Language: Select the secondary language for a bilingual Template. Selecting a secondary language is mandatory when a Template is defined as bilingual.
**Secondary Language Date Format: Select the date format according to the selected secondary language.
**Secondary Language Time Format: Select the time format according to the selected secondary language.
*Primary Template: '''Select''' "Yes" if this is the Primary Template. This feature helps define the primary Template in a specific language, and you can define secondary Templates in other languages if needed.
<div class="image-green-border">[[File:8.0 Template Management Create-Bi-Lingual.PNG|720px|8.0 Template Management Create-Bi-Lingual.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. If you do not set the Template as Primary, then you need to select a Primary Template to link to the current template you are creating. The Linked Primary Template field is displayed when you set the Primary Template flag to "No".</div>
*Linked Primary Template: This section opens when you select "No" for the Primary Template option. Select a "Linked Primary Template" from the drop-down menu to link this Template to it. Upon selecting the Primary Template to link to, the details of the selected templates are displayed below the field with the "Preview Template" link for reference.
*Effective From: '''Type''' or '''select''' the "Effective From" date using the calendar window.
*Effective To: '''Type''' or '''select''' the "Effective To" date using the calendar window.
*Description: '''Type''' a description for the Template.
*Version Comments: '''Type''' relevant comments for this version, such as what changes were made and why who they were approved by, or any other comments you may wish to add specific to this version.
*File: '''Click''' "Select File" to upload a Template from your local folder.
<div class="image-green-border">[[File:8.0-Templates-Create2.png|720px]]</div>
The Details page also displays the Template Additional Attributes from the Extended Template Entity. Enter the details in the "Template Additional Attributes" that are present if configured for your instance and displayed on the Template Details page.

The extended attributes are available under "Template Additional Attributes" if configured in your instance. The Extended Attributes are grouped under arrows or accordions to the right with a floating “Expand All/Collapse All” accordion icon on the right top.
<div class="image-green-border">'''Click '''on the search icon of Additional Attribute, for example, "Country Name String", a drawer opens. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Additional-Attr.png|720px|8.0-TemplateM-Create-Additional-Attr.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Select '''the country(s). The list of selected items will be displayed at the bottom in "Selected Records".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Lookupsearch.png|720px|8.0-TemplateM-Create-Lookupsearch.png]]</div>
'''Click''' "Next" to go to the "Template Variables" tab.

=== Template Variables - Attributes ===

Template Variables are the attributes that are part of the template. 

On this tab, you can either select the attributes from the Available Attribute section or Add new Attributes. The user can also set a Template Variable as conditional to the value of the Contract Type Attributes by setting the "Is Conditional" flag "On". For further information on Is Conditional flag, please refer to the section Adding conditional dependency on Template Variables.

'''To select the attributes from the already existing attributes:'''

1. ''' Select '''a desired attribute from the "Available Attributes" section or pane then '''click '''the right arrow icon. The attribute is added to the "Selected Attribute" section or pane.

3. '''Click '''the attribute that is added to the "Selected Attributes" section. The details of that attribute are populated in the "Attribute Details" pane. The title bar above the right pane shows the "Attribute Details" label appended with the selected Attribute name.

4. '''Edit '''the details of the attribute, if required. For example, Display Name, Help Message, etc.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes.PNG|920px|8.0-Template Management Create-Attributes.PNG]]</div>
5. '''Define '''the attribute with the help of flags at the bottom such as "Is Default"'', ''"Is Editable", etc.
<div class="note-box">'''Note''': By default, the "Is Inherit On Amendments" property is "On" for attributes. The configurator should consider the behavior of the rest of the attribute properties along with "Is Inherit On Amendments" before setting it to "Off" while creating or updating templates.</div>
6. After editing the details, '''Click '''"Save" on the top right corner. The Template Variables are added to the Template that you are creating.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes2.PNG|920px|8.0-Template Management Create-Attributes2.PNG]]</div> <div class="image-green-border"><br/> '''To add the new attribute: '''</div>
1. '''Click '''"New Attribute". The "Add Attributes"'' ''section or pane opens in right. 

2. '''Enter '''the "Display Name".'' ''For example, "Area Landmark"''.''

3. '''Enter '''the "Html Prompt": Buttons are provided to “Add”, “Modify/View” the Html. If you are adding the value for the first time, the “Add” button will be displayed. Once the value is added, “Modify/View” will be displayed.

3. '''Select''' the "Data Type". Additional related fields are displayed based on the selected "Data Type" option.

For example, when the data type is selected as "Choice", the field to "Add", arrange option values with up-down arrows, the A to Z icons to sort the choice values, and the field to choose UI Control Type between Dropdown and Radio button (for values less than eight) are displayed. When Data Type is selected as "MultiSelectChoice", options Dropdown and Checkbox (for values less than eight) are displayed.
<div class="image-green-border">[[File:8.0-Template Management Create-choice-Attribute.PNG|520px|8.0-Template Management Create-choice-Attribute.PNG]]</div>
4. '''Enter''' details in Group, Help Message, Source, Default Value'','' and other relevant fields.<br/> 5. Set the appropriate Boolean fields.<br/> 6. '''Click''' "Save" on the top right. The attribute is added to the Template.

'''Configuring File Selection template variable as read-only'''

In ICI, you can upload a document file using the file selection attribute type. ICI provides an option to disable the user-defined "File Selection" attribute at the template variable level thereby preventing unintentional or intentional tampering with the document.

Configurators can configure a user-defined file selection template variable as editable or non-editable on ICI User Interface. Business users cannot edit the uploaded documents but can still preview and download these read-only documents.
<div class="note-box">'''Note:''' All file selection attributes are editable by default.</div>
The system can still attach a file through a read-only file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.

7. '''Click "'''Next". The "Team" tab opens.

=== Team  ===

This section helps you in selecting different roles for your Template.

You can add 3 roles which are:

*'''Approver''': approves or rejects the Template after reviewing it.
*'''Secondary Owner''': works with the Primary owner or alone if the Primary owner is not available. Both these roles have the same privileges.
*'''Contributor''': can review the Template, but can’t make any changes or take action. Any comments related to it are sent to the Primary owner or Secondary owner.

You can assign a role to an individual or a group of team members. The individual and group are denoted by different icons. For example, the screenshot below has a Secondary Owner, First approver, and a group of team members as Contributor. More than one approver can be added with different step numbers.
<div class="image-green-border">[[File:8.0-Template Management Create-Team.PNG|920px|8.0-Template Management Create-Team.PNG]]</div>
To add different roles:

*'''Click''' the "Add Team Member". This opens the "Add User" drawer from the right.
*Select the role from the drop-down and the users for that specific role. You can search and filter the users using the Filter icon in the top left of the user's grid.
*Selecting a role of an approver displays a "Step Number" field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The approval flows sequentially according to the step number. You can "Remove" an Approver or "Disable" from the approval flow.
*'''Click''' "Add"'''. '''The users just added will be seen under Team.
<div class="image-green-border">[[File:8.0-TemplateM-Creat-Teampng.png|720px|8.0-TemplateM-Creat-Teampng.png]]</div>
=== Verify ===

Here you can review and verify all the information entered on the previous tabs of the "Create Template" wizard workflow before clicking on "Create". If you wish to edit anything, click "Previous". Changes can be discarded from any of the tabs in the workflow using "Discard".

The floating accordion icon of "Expand All/Collapse All" at the top and arrow icons to expand and collapse individual groups, both are available on this tab as well as the details tab.
<div class="image-green-border">[[File:8.0-Template Management Create-Verify.PNG|720px|RTENOTITLE]]</div>
Once created the template gets into the Draft state.

== Template Details Page ==

The preview for a template will be displayed along with the template details in a side-by-side view on the Template Details page. The preview will display clause text and clause comments with their revisions for all static and rule-based clauses which are tagged in the template.
<div class="image-green-border">[[File:8.0-Template Management Details-page.PNG|920px|8.0-Template Management Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
On this page, you can see the current status of the template along with other details such as Template Variables, Version, History, Team and Notes. You can also perform various actions depending upon your role and the state of the template.

Here are the details you can see on this page when you click on different sections at the top:

*Details: displays the name of the template, status, version, by whom the template was created and so on. It also shows the complete set of metadata of that template. Only the primary owner can edit the values of these metadata.

          The details are grouped under headings. You can Collapse/Expand All groups with the button given on top right.

[[File:8.0-Template Management T-Details1.PNG|720px|8.0-Template Management T-Details1.PNG]]

*Extension Attribute/ Template Variables: this section will appear only if extension attributes are added to the template other than contract attributes. It displays all extension attributes of the specific template.
*Versions: displays the different versions of that template that are created. Whenever a template is edited and saved,[[Javascript:void('Remove_Div')|Remove Div]] a new version of the template gets added in this section. You can choose either the old or the new one for your agreement.
*History: displays the entire life cycle of the template till now
*Team: displays the members that are added to the team working on this template through its complete life cycle. '''Click''' the "Add Team Member"  button to add more members.

You can add individual or group of team members, approvers, contributors and so on. If there are multiple approvers you can assign a Step Number for prioritizing. You can "Remove" or "Disable" an approver from the approval flow.

[[File:8.0-Template Management T-3-Details.PNG|720px|8.0-Template Management T-3-Details.PNG]]

*Notes: displays all the comments which are added while accepting or rejecting the template. 

You can perform the following actions from the Template Details page:

*Download the template 
*Send for Approval: when the template is created through Word Add-in, it stays in draft state until you send it for approval.
*Delete: this option will be shown only if the template is in draft state. When you delete the template it completely goes off from the record.
*Edit the template
*Terminate: terminate the template when you don't want to use the specific template anymore but still want to keep the one in records.
</div>
Click on "Send for Approval" on the top right''',''' to send it further for approvals, or click "Edit" if you want to update any field.

The Approver gets a notification about the Template, who can then review and approve it. Once approved, the Template is ready for use.

== Adding Conditional Dependency on Template Variables ==

The functionality of the conditional dependency on Template Variables for Agreement Attributes can be achieved by any user with Manage access on the "Templates" tile by enabling the "Is Conditional" flag for each Template Variable when creating or editing a Template. When "Is Conditional" is On, a user is able to set a dependent condition on the Template Variable.

The following conditions decide the dependency between the Template Variable and Contract Type Attribute:  

*When "Depends on Contract Type Attribute" is "On" then it displays the Contract Type Attribute in the "Depends On Attribute" drop-down list. 
*When "Depends on Contract Type Attribute" is "Off" then it displays the Template Variable in the "Depends On Attribute" drop-down list. 

For each selected Attribute from the "Depends On Attribute" drop-down list, the user can then enter the "Depends On Value" that will drive the dependency.

 

=== Adding the Dependency between Contract Type Attributes and Template Variables ===

To add dependency between Contract Type Attributes and Template Variables:<br/> <br/> '''Refer '''to the "Template Variables - Attributes" section while "Creating a Template".

1. '''Select '''the Attribute in "Selected Attribute" to display its details on the right pane. For example, "AddressLine1"<br/> 2. '''Toggle '''the "Is Conditional" flag "On" for the Selected Variable to add the conditional dependence between the Template Variable and Contract Type Attribute. <br/> 3. '''Toggle''' the "Depends on Contract Type Attribute" flag "On".<br/> 4. '''Select '''the Attribute from the "Depends On Attribute" drop-down list where you want to add Contract Type Attribute level dependency for a Template Variable. For example, "Region Name".
<div class="note-box">'''Note''': For each selected Attribute, the user can enter the Depends On Value which will drive the dependency.</div>
5.  '''Enter '''the dependent single or multiple values or '''toggle '''the "Depends On Value" flag based on the selected Attribute Data Type. For example, for "Region Name" the values put are "Asia|Europe|Africa" (all values pipe separated) 

This means the "AdressLine1" Template Variable depends on Contract Type Attribute "Region Name" of Contrat Type "Automation Basic Agreement" on the following dependent values: Asia, Europe, and Africa.

6.  '''Click "'''Save". The Attribute updated successfully message is displayed. 
<div class="note-box">'''Note''': If you want to change the Contract Type after saving a Template Variable by going back to the Details tab of Create Template page, a message is displayed indicating that Template Variables are conditional on the selected Contract Type and changing the Contract types will clear Template related date.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Templates-Create3.png|720px]]</div>
<br/> 7.  '''Click '''"Next". The Team tab opens. <br/> 8.  '''Click '''"Create". The Template gets created. <br/> 9.  '''Click '''"Send For Approval" to initiate the approval process. 

Once the template with dependency on Contrat Type is approved you can see the dependency while creating an agreement. 
<div class="note-box">'''Note''': While editing a Contract Type, if you remove a Parent Attribute on which a Template Variable is dependent, a message is displayed indicating that if the attribute is removed it may impact rules, templates, template variables, and clauses, etc. </div>
When defining the Template Variables, a user needs to consider the following rendering conditions:
<div class="image-green-border">[[File:20-Tem.PNG|720px|20-Tem.PNG]]<br/> <br/> The dependency of Template Variables on an Agreement </div>
To view the dependency of Template Variables on an Agreement:<br/> 1.  '''Click '''the "Agreements"  tile or main navigation menu on the top. The "Agreements" index page opens.<br/> 2.  '''Click'''  "Create" on the far right on top. The "Create Agreement" page opens.<br/> 3.  '''Select''' the Contract Type "Category" from the drop-down list. For example, "Default".<br/> 4.  '''Select''' the Contract Type from the Contract Type Name drop-down list same that was selected for templates. For example, "Arithmetic Basic Agreement".<br/> 5.  '''Select''' the "Type Of Paper" from the drop-down list. For example, "Own".<br/> 6.  '''Click''' "Next". The "Create Agreement – Automation Basic Agreement" Attribute page opens, which displays all Contract Type Attributes.
<div class="image-green-border">[[File:8.0-Template-Mangement-Create Agreement2.PNG|520px|8.0-Template-Mangement-Create Agreement2.PNG]]</div> <div class="image-green-border"><br/> 7.  Type''' '''the "Region Name" as "Africa" or "Asia" or "Europe" as per the options we mentioned in "Depend On Value" in the above section.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Agreement.png|720px|8.0-TemplateM-Create-Agreement.png]]<br/>  </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of the Template Variable, depends on the inherited values of the Agreement Attribute.</div>
9.  '''Click "'''Next". The "Select Template" page opens.<br/> 10.  '''Select '''the "Template"  for whom the dependency attribute is set. For example, "PrimaryTemplateArithmeticCT".

'''Note:''' For the template to appear on the "Select Template" page it's required to configure a "Rule".
<div class="image-green-border">[[File:8.0-TemplateM-Create-TemplatesTab.png|720px|8.0-TemplateM-Create-TemplatesTab.png]]<br/>  <br/> 11.  '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/>  </div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes. </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>

== Editing a Template  ==

You can edit a template at any state, to make changes to the effective date, team, and so on. However, when you edit an approved Template, you have to get it approved again.

To edit the existing Template:

1. On the "Templates" index'' ''page''', click '''the View Details eye icon of the Template you want to view. The "Templates" Details page opens providing the summary of the template.
<div class="image-green-border">[[File:8.0-Template Management Edit-Details-page.PNG|720px|8.0-Template Management Edit-Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
Choose from the following options those are displayed on the top right of the Template Details page:

*Download Document: '''Click''' to save the Template to your local computer.
*Edit: '''Click''' to make changes to the Template.
*Send For Approval: '''Click''' to send the Template to the approver.

'''Note''': The options that are displayed vary according to the type of Template and privileges assigned to your user id. 
</div> <div class="image-green-border">2. '''Click '''"Edit"''. ''The "Edit Template" wizard with the "Details" tab opens.</div> <div class="image-green-border">3. '''Edit '''the desired fields. You can edit the existing description or version comments information. You can upload a new template file or replace an existing template as well.</div>
4. '''Click''' "Next". The "Team" tab opens. Add or delete the team members, if required.

5. '''Click "'''Next"''. ''The "Verify" tab opens. Verify the changes made to the Template.

6. Choose one of the following:

*'''Click''' "Previous" to go back and make changes to the information that you have entered.
*'''Click''' "Update" to update the Template.
*'''Click''' "Discard" to discard the changes.
<div class="image-green-border">The details of the updated Templates are displayed. Preview of the Template opens on the right side of the page.</div>
== Sending a Template for Approval  ==

After you create a Template, it is in ''Draft'' state. The Template must be approved to be able to use it to create an agreement.

To send a Template for approval:

1. '''Navigate '''to the "Templates" Details page as mentioned in above section of "Editing a Template".

2. '''Click '''"Send for Approval" on the top right.

'''Note''': Ensure that you have added an approver from the team tab before sending the Template for approval. You can add one of the multiple approvers.

== Tagging Attributes inside another Attribute value in Templates ==

You can authorize users to tag an Attribute inside another choice or multi-select Attribute, so that the same Attribute tag can be used within the Agreement or Template. 

<br/> In ICI, you can:

*Tag an Attribute inside the values of choice and multi-select type of Attributes
*Tag Attributes at the Template Variable, Contract Type and Attribute Library levels
*Search for other Attribute types that can be nested or tagged and have been configured for the selected Contract Type
*Append prefix and postfix text to the tagged Attribute
*Tag for nested Attributes using Bulk Upload and Excel Add-in.
*Tag for nested attributes is resolved during Document Assembly using Word Add-in
*Reverse sync which is driven by the same flag that is currently used for tagged Attributes
*Have only one level nesting<br/>  

<u>'''Remember:'''</u>

*In ICI, the internal name ($abc) for the choice Attribute will be displayed and this value will not get resolved.
*When this field is used in the Agreement/ Template as a tagged Attribute, the tagging is resolved during document assembly and the mapped variable is displayed in the document. The document will always display the actual value of the referred Attribute. 
*If the referred Attribute has no available value and it is selected from the choice list, then no value will be displayed in the document during document assembly.
*If the referred Attribute is removed from the Contract Type, a notification message is displayed stating that the Attribute may be tagged somewhere else.

 

 

 

 

 

'''Related Topics: '''[[Create_a_Template_in_ICI_Word_Add-in|Create a Template in ICI Word Add-in]] | [[Approve/Reject_a_Template|Approve/Reject a Template]] | [[Rule|Rule]] | [[Agreement_Management|Agreement Management]] | [[Clauses|Clauses]] | [[Bilingual_Templates|Bilingual Templates]] | [[ICI_Add-ins|ICI Add-ins ]]| [[Release_Notes|Release_Notes]] | [[Saved_Searches|Saved Searches]] | [[Using_Advanced_Search|Using Advanced Search]]

File:8.0-Templates-Create3.png

2022-02-02T11:02:00Z

Shefali DK:

Templates

2022-02-02T10:55:03Z

Shefali DK:

= Templates =

A template is a framework that represents a standard layout for an Agreement. The "Templates" menu enables you to manage all aspects of a template. From here, you can:

*View and manage all your Templates from the Template Details page.
*Create and upload a Template through Create Template page
*Create Template through Word Add-ins
*Edit Template through the Template Details page.

== Templates Index Page ==

Navigate to the "Templates" index page by clicking on the "Templates" collapsible navigation menu on the top.  This page displays the most current version of a Template regardless of its status.
<div class="image-green-border">[[File:8.0-TemplateM-Index-Att.png|720px|8.0-TemplateM-Index-Att.png]]</div>
From this page you can:

*Search templates from Search or the Advanced Search option on the top of the page.
*Filter the search from "Refine_View" on the left.
*View details of the template on the "Templates" details page by clicking on the "View Details"'' ''eye'' ''icon on the far right. 
*View the template in word document format by clicking on the "Preview Document" under the three dots (...) in the last column of the grid.

Refer to Saved Searches and Agreements page for more details on index page functionalities.

== Template Access Management ==

Template Access Management is now enhanced and is available through a technical configuration. When turned On, the access control for Templates is driven by the Organization Unit (OU) or the Team. 

OU can be configured in 2 ways:

*Template access is dependent on the highest level of the OU and since everyone belongs to the OU so they have access by default if they are part of the team.
*Through a technical configuration, you now have the ability to change the access based on the OU of the user who is creating the Template. For example, if user John Doe is part of the Sales OU and the team, then Templates created by John Doe can be accessed by all users in the Sales OU and those belonging to the Template team.

Additionally, you can add members to the Template team through Event Rules, thus saving time for manually adding users to the Team. The support for the Observer role is extended to the Template Library as well through Role Action Mapping. 
<div class="note-box">Note: This feature is applicable to ICI Web UI and the .JS version of Word Add-in. </div>
== Searching Templates ==

You can search for templates either from the advanced search page or from Templates Page to:

*View its details
*Check the status
*Edit it

You can find a specific template you are looking for from the Templates index page using one of these 4 methods:

*Global Search and Advance Search on the top of the page
*Category Search under "Refine View" on the left
*Saved Searches
*Searches pinned as Favorites

=== Category Search ===

Follow these steps to search for templates using the Category drop-down:

1. '''Click''' the "Templates"''''' '''''tile or navigation menu on the top. This opens the Templates Index Page displaying all the existing Templates.

2. Use the "Categories" drop-down in the left "Refine View" pane to narrow down the templates and find the exact one you are looking for. For example, search by status, created by or the status changed, date, among many other options. This displays all the options that match the selected category.

3. '''Select '''the desired criteria by marking the boxes next to that option. Only the templates matching these specified criteria are displayed.

4. '''Narrow '''your search further by typing specific keywords in the "Custom Keyword" field and then '''click''' "Apply". You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example: 

*APP*: displays agreements only in the Approved and Waiting for Approval states
*?PP*: displays agreements only in the Approved and Waiting for Approval states
*APP*: OR DRA* - displays agreements only in the Approved, Waiting for Approval and Draft states     

5. You can also type free text in the "Refine Search Here..."'' '' search box on top of the page. A list of relevant agreements is displayed.

=== Saved Searches ===

Follow these steps to use your saved searches:

1. '''Click''' the "Templates" '' ''tile or navigation menu on the top of the page. This opens the Templates page displaying all the existing templates.

2. '''Apply '''filters to get the exact templates you are searching for and '''click '''"Save View" on the top of the records grid to save the search. 

3. You can view the already saved searches under the "More Views" drop-down on the title bar to the left.

 Refer to [[Using_Advanced_Search|Using_Advanced_Search]] for details on saving a search. This displays the templates matching the criteria defined in the saved search.

Refer to the [[Saved_Searches|Saved_Searches]] wiki page for details on saving a search.

=== Searches pinned as Favorites ===

 Under the "More Views" drop-down on the title bar to the left, you can pin the search to the bar above the grid for quick access.

Refer to the Saved Searches wiki page for details on saving a search.

=== Searching Templates based on the Extended Template Metadata ===

Users have the flexibility to use attributes of masterdata as extensions to any template, agreement, or associated document while creating or editing the instance.

Users can search and retrieve required templates using these extended attributes as search parameters through Template index page search, Advanced Search, Global Search, and Saved Search. Extended attributes are available in search facets drop-downs along with regular attributes. This considerably improves the efficiency of the search facility.

To search templates on the Template Index page:

1. '''Click''''' ''"Templates" at the top of the page on the main navigation menu. The "Templates" page opens with all existing templates.

2. '''Select''' extended attribute as a search parameter in the "Categories" drop-down in the "Refine View" left pane.. All matching Templates are displayed. For example, select the extended attribute "MSL Country Name String" in "Categories". All Templates with "MSL Country Name String" containing "Canada" are displayed on the template index page.

3. '''Filter''' your search further by selecting and typing specific extended attribute values in the "Custom keyword" field and then '''click "'''Apply". For example, select "Custom keyword" as India with operator "Exactly". Only Templates containing MSL Country Names''as''Canada and India are displayed.
<div class="image-green-border">[[File:8.0-TemplateM-Extended-Att.png|720px|8.0-TemplateM-Extended-Att.png]]</div>
Users can search templates by extended attributes using the "Advanced Search" and "Saved Search".

The Advanced Search page appears on clicking "Advanced" at the top beside the search box.<br/> On the Advanced Search Page, '''select '''"Template" in the "Entity" drop-down and '''type '''extended attribute in the "Refine Search here…" search box. Refer to Using Advanced Search for details on using search filters, operators, and options.<br/> Users can save the search criteria with extended attributes as search parameters and use them as "global" or local Saved Search. Refer to Saved Searches for details on saving a search. Refer to Using Advanced Search wiki pages for details on retrieving a Saved Search.

== Creating a Template ==

To create a Template in ICI:

1. '''Click''' the "Templates" collapsible menu bar on the top. The "Templates" index page opens.
<div class="image-green-border">[[File:8.0-TemplateM-Create-indexpage.png|720px|8.0-TemplateM-Create-indexpage.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' "Create" on the far right in the title bar, the "Create Template" page opens.</div> <div class="image-green-border">3. The "Create Template" page has a numbered navigation bar with the following four tabs:</div>
#Template Details
#Template Variables 
#Team
#Verify

*All the tabs are clearly visible upfront in the numbered navigation bar below the title bar. The current tab number is highlighted to easily identify where the user is in the wizard workflow.
*The numbered navigation bar is made sticky to view the steps even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” at the bottom of the page to go to the next step in the wizard workflow.

'''Note''': <span style="background-color:#FFFFFF;">(<span style="color:#FF0000;">*</span></span>) denotes a mandatory field. ICI displays an error message if a mandatory field is left empty.
<div class="image-green-border">[[File:8.0-Template Management Create page1.PNG|520px|8.0-Template Management Create page1.PNG]]</div>

=== Template Details ===

The "Details" tab consists of some mandatory fields, while the rest of the fields are optional. 

1. Enter the basic details in the following fields:

*Contract Type Name: '''Select''' a "Contract type" from the drop-down list for which you want to create a Template.
*Name: '''Type''' an appropriate name for the Template.
*Template Code: The Template Code is auto-generated.
*Is Bilingual Template: Toggle on to define the template as bilingual and set both its languages.

2. When the Is Bilingual Template attribute is set to Yes, it displays the additional fields to select the secondary languages for the template with its language-specific date and time formats. 

*Template Language: '''Select''' the primary language for the Template.
**Date Format: Select the date format according to the selected language.
**Time Format: Select the time format according to the selected language.
*Template Secondary Language: Select the secondary language for a bilingual Template. Selecting a secondary language is mandatory when a Template is defined as bilingual.
**Secondary Language Date Format: Select the date format according to the selected secondary language.
**Secondary Language Time Format: Select the time format according to the selected secondary language.
*Primary Template: '''Select''' "Yes" if this is the Primary Template. This feature helps define the primary Template in a specific language, and you can define secondary Templates in other languages if needed.
<div class="image-green-border">[[File:8.0 Template Management Create-Bi-Lingual.PNG|720px|8.0 Template Management Create-Bi-Lingual.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. If you do not set the Template as Primary, then you need to select a Primary Template to link to the current template you are creating. The Linked Primary Template field is displayed when you set the Primary Template flag to "No".</div>
*Linked Primary Template: This section opens when you select "No" for the Primary Template option. Select a "Linked Primary Template" from the drop-down menu to link this Template to it. Upon selecting the Primary Template to link to, the details of the selected templates are displayed below the field with the "Preview Template" link for reference.
*Effective From: '''Type''' or '''select''' the "Effective From" date using the calendar window.
*Effective To: '''Type''' or '''select''' the "Effective To" date using the calendar window.
*Description: '''Type''' a description for the Template.
*Version Comments: '''Type''' relevant comments for this version, such as what changes were made and why who they were approved by, or any other comments you may wish to add specific to this version.
*File: '''Click''' "Select File" to upload a Template from your local folder.
<div class="image-green-border">[[File:8.0-Templates-Create2.png|720px]]</div>
The Details page also displays the Template Additional Attributes from the Extended Template Entity. Enter the details in the "Template Additional Attributes" that are present if configured for your instance and displayed on the Template Details page.

The extended attributes are available under "Template Additional Attributes" if configured in your instance. The Extended Attributes are grouped under arrows or accordions to the right with a floating “Expand All/Collapse All” accordion icon on the right top.
<div class="image-green-border">'''Click '''on the search icon of Additional Attribute, for example, "Country Name String", a drawer opens. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Additional-Attr.png|720px|8.0-TemplateM-Create-Additional-Attr.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Select '''the country(s). The list of selected items will be displayed at the bottom in "Selected Records".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Lookupsearch.png|720px|8.0-TemplateM-Create-Lookupsearch.png]]</div>
'''Click''' "Next" to go to the "Template Variables" tab.

=== Template Variables - Attributes ===

Template Variables are the attributes that are part of the template. 

On this tab, you can either select the attributes from the Available Attribute section or Add new Attributes. The user can also set a Template Variable as conditional to the value of the Contract Type Attributes by setting the "Is Conditional" flag "On". For further information on Is Conditional flag, please refer to the section Adding conditional dependency on Template Variables.

'''To select the attributes from the already existing attributes:'''

1. ''' Select '''a desired attribute from the "Available Attributes" section or pane then '''click '''the right arrow icon. The attribute is added to the "Selected Attribute" section or pane.

3. '''Click '''the attribute that is added to the "Selected Attributes" section. The details of that attribute are populated in the "Attribute Details" pane. The title bar above the right pane shows the "Attribute Details" label appended with the selected Attribute name.

4. '''Edit '''the details of the attribute, if required. For example, Display Name, Help Message, etc.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes.PNG|920px|8.0-Template Management Create-Attributes.PNG]]</div>
5. '''Define '''the attribute with the help of flags at the bottom such as "Is Default"'', ''"Is Editable", etc.
<div class="note-box">'''Note''': By default, the "Is Inherit On Amendments" property is "On" for attributes. The configurator should consider the behavior of the rest of the attribute properties along with "Is Inherit On Amendments" before setting it to "Off" while creating or updating templates.</div>
6. After editing the details, '''Click '''"Save" on the top right corner. The Template Variables are added to the Template that you are creating.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes2.PNG|920px|8.0-Template Management Create-Attributes2.PNG]]</div> <div class="image-green-border"><br/> '''To add the new attribute: '''</div>
1. '''Click '''"New Attribute". The "Add Attributes"'' ''section or pane opens in right. 

2. '''Enter '''the "Display Name".'' ''For example, "Area Landmark"''.''

3. '''Enter '''the "Html Prompt": Buttons are provided to “Add”, “Modify/View” the Html. If you are adding the value for the first time, the “Add” button will be displayed. Once the value is added, “Modify/View” will be displayed.

3. '''Select''' the "Data Type". Additional related fields are displayed based on the selected "Data Type" option.

For example, when the data type is selected as "Choice", the field to "Add", arrange option values with up-down arrows, the A to Z icons to sort the choice values, and the field to choose UI Control Type between Dropdown and Radio button (for values less than eight) are displayed. When Data Type is selected as "MultiSelectChoice", options Dropdown and Checkbox (for values less than eight) are displayed.
<div class="image-green-border">[[File:8.0-Template Management Create-choice-Attribute.PNG|520px|8.0-Template Management Create-choice-Attribute.PNG]]</div>
4. '''Enter''' details in Group, Help Message, Source, Default Value'','' and other relevant fields.<br/> 5. Set the appropriate Boolean fields.<br/> 6. '''Click''' "Save" on the top right. The attribute is added to the Template.

'''Configuring File Selection template variable as read-only'''

In ICI, you can upload a document file using the file selection attribute type. ICI provides an option to disable the user-defined "File Selection" attribute at the template variable level thereby preventing unintentional or intentional tampering with the document.

Configurators can configure a user-defined file selection template variable as editable or non-editable on ICI User Interface. Business users cannot edit the uploaded documents but can still preview and download these read-only documents.
<div class="note-box">'''Note:''' All file selection attributes are editable by default.</div>
The system can still attach a file through a read-only file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.

7. '''Click "'''Next". The "Team" tab opens.

=== Team  ===

This section helps you in selecting different roles for your Template.

You can add 3 roles which are:

*'''Approver''': approves or rejects the Template after reviewing it.
*'''Secondary Owner''': works with the Primary owner or alone if the Primary owner is not available. Both these roles have the same privileges.
*'''Contributor''': can review the Template, but can’t make any changes or take action. Any comments related to it are sent to the Primary owner or Secondary owner.

You can assign a role to an individual or a group of team members. The individual and group are denoted by different icons. For example, the screenshot below has a Secondary Owner, First approver, and a group of team members as Contributor. More than one approver can be added with different step numbers.
<div class="image-green-border">[[File:8.0-Template Management Create-Team.PNG|920px|8.0-Template Management Create-Team.PNG]]</div>
To add different roles:

*'''Click''' the "Add Team Member". This opens the "Add User" drawer from the right.
*Select the role from the drop-down and the users for that specific role. You can search and filter the users using the Filter icon in the top left of the user's grid.
*Selecting a role of an approver displays a "Step Number" field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The approval flows sequentially according to the step number. You can "Remove" an Approver or "Disable" from the approval flow.
*'''Click''' "Add"'''. '''The users just added will be seen under Team.
<div class="image-green-border">[[File:8.0-TemplateM-Creat-Teampng.png|720px|8.0-TemplateM-Creat-Teampng.png]]</div>
=== Verify ===

Here you can review and verify all the information entered on the previous tabs of the "Create Template" wizard workflow before clicking on "Create". If you wish to edit anything, click "Previous". Changes can be discarded from any of the tabs in the workflow using "Discard".

The floating accordion icon of "Expand All/Collapse All" at the top and arrow icons to expand and collapse individual groups, both are available on this tab as well as the details tab.
<div class="image-green-border">[[File:8.0-Template Management Create-Verify.PNG|720px|RTENOTITLE]]</div>
Once created the template gets into the Draft state.

== Template Details Page ==

The preview for a template will be displayed along with the template details in a side-by-side view on the Template Details page. The preview will display clause text and clause comments with their revisions for all static and rule-based clauses which are tagged in the template.
<div class="image-green-border">[[File:8.0-Template Management Details-page.PNG|920px|8.0-Template Management Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
On this page, you can see the current status of the template along with other details such as Template Variables, Version, History, Team and Notes. You can also perform various actions depending upon your role and the state of the template.

Here are the details you can see on this page when you click on different sections at the top:

*Details: displays the name of the template, status, version, by whom the template was created and so on. It also shows the complete set of metadata of that template. Only the primary owner can edit the values of these metadata.

          The details are grouped under headings. You can Collapse/Expand All groups with the button given on top right.

[[File:8.0-Template Management T-Details1.PNG|720px|8.0-Template Management T-Details1.PNG]]

*Extension Attribute/ Template Variables: this section will appear only if extension attributes are added to the template other than contract attributes. It displays all extension attributes of the specific template.
*Versions: displays the different versions of that template that are created. Whenever a template is edited and saved,[[Javascript:void('Remove_Div')|Remove Div]] a new version of the template gets added in this section. You can choose either the old or the new one for your agreement.
*History: displays the entire life cycle of the template till now
*Team: displays the members that are added to the team working on this template through its complete life cycle. '''Click''' the "Add Team Member"  button to add more members.

You can add individual or group of team members, approvers, contributors and so on. If there are multiple approvers you can assign a Step Number for prioritizing. You can "Remove" or "Disable" an approver from the approval flow.

[[File:8.0-Template Management T-3-Details.PNG|720px|8.0-Template Management T-3-Details.PNG]]

*Notes: displays all the comments which are added while accepting or rejecting the template. 

You can perform the following actions from the Template Details page:

*Download the template 
*Send for Approval: when the template is created through Word Add-in, it stays in draft state until you send it for approval.
*Delete: this option will be shown only if the template is in draft state. When you delete the template it completely goes off from the record.
*Edit the template
*Terminate: terminate the template when you don't want to use the specific template anymore but still want to keep the one in records.
</div>
Click on "Send for Approval" on the top right''',''' to send it further for approvals, or click "Edit" if you want to update any field.

The Approver gets a notification about the Template, who can then review and approve it. Once approved, the Template is ready for use.

== Adding Conditional Dependency on Template Variables ==

The functionality of the conditional dependency on Template Variables for Agreement Attributes can be achieved by any user with Manage access on the "Templates" tile by enabling the "Is Conditional" flag for each Template Variable when creating or editing a Template. When "Is Conditional" is On, a user is able to set a dependent condition on the Template Variable.

The following conditions decide the dependency between the Template Variable and Contract Type Attribute:  

*When "Depends on Contract Type Attribute" is "On" then it displays the Contract Type Attribute in the "Depends On Attribute" drop-down list. 
*When "Depends on Contract Type Attribute" is "Off" then it displays the Template Variable in the "Depends On Attribute" drop-down list. 

For each selected Attribute from the "Depends On Attribute" drop-down list, the user can then enter the "Depends On Value" that will drive the dependency.

 

=== Adding the Dependency between Contract Type Attributes and Template Variables ===

To add dependency between Contract Type Attributes and Template Variables:<br/> <br/> '''Refer '''to the "Template Variables - Attributes" section while "Creating a Template".

1. '''Select '''the Attribute in "Selected Attribute" to display its details on the right pane. For example, "AddressLine1"<br/> 2. '''Toggle '''the "Is Conditional" flag "On" for the Selected Variable to add the conditional dependence between the Template Variable and Contract Type Attribute. <br/> 3. '''Toggle''' the "Depends on Contract Type Attribute" flag "On".<br/> 4. '''Select '''the Attribute from the "Depends On Attribute" drop-down list where you want to add Contract Type Attribute level dependency for a Template Variable. For example, "Region Name".
<div class="note-box">'''Note''': For each selected Attribute, the user can enter the Depends On Value which will drive the dependency.</div>
5.  '''Enter '''the dependent single or multiple values or '''toggle '''the "Depends On Value" flag based on the selected Attribute Data Type. For example, for "Region Name" the values put are "Asia|Europe|Africa" (all values pipe separated) 

This means the "AdressLine1" Template Variable depends on Contract Type Attribute "Region Name" of Contrat Type "Automation Basic Agreement" on the following dependent values: Asia, Europe, and Africa.

6.  '''Click "'''Save". The Attribute updated successfully message is displayed. 
<div class="note-box">'''Note''': If you want to change the Contract Type after saving a Template Variable by going back to the Details tab of Create Template page, a message is displayed indicating that Template Variables are conditional on the selected Contract Type and changing the Contract types will clear Template related date.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create-Template-Variables.PNG|920px|8.0-Template-Mangement-Create-Template-Variables.PNG]]</div>
<br/> 7.  '''Click '''"Next". The Team tab opens. <br/> 8.  '''Click '''"Create". The Template gets created. <br/> 9.  '''Click '''"Send For Approval" to initiate the approval process. 

Once the template with dependency on Contrat Type is approved you can see the dependency while creating an agreement. 
<div class="note-box">'''Note''': While editing a Contract Type, if you remove a Parent Attribute on which a Template Variable is dependent, a message is displayed indicating that if the attribute is removed it may impact rules, templates, template variables, and clauses, etc. </div>
When defining the Template Variables, a user needs to consider the following rendering conditions:
<div class="image-green-border">[[File:20-Tem.PNG|720px|20-Tem.PNG]]<br/> <br/> The dependency of Template Variables on an Agreement </div>
To view the dependency of Template Variables on an Agreement:<br/> 1.  '''Click '''the "Agreements"  tile or main navigation menu on the top. The "Agreements" index page opens.<br/> 2.  '''Click'''  "Create" on the far right on top. The "Create Agreement" page opens.<br/> 3.  '''Select''' the Contract Type "Category" from the drop-down list. For example, "Default".<br/> 4.  '''Select''' the Contract Type from the Contract Type Name drop-down list same that was selected for templates. For example, "Arithmetic Basic Agreement".<br/> 5.  '''Select''' the "Type Of Paper" from the drop-down list. For example, "Own".<br/> 6.  '''Click''' "Next". The "Create Agreement – Automation Basic Agreement" Attribute page opens, which displays all Contract Type Attributes.
<div class="image-green-border">[[File:8.0-Template-Mangement-Create Agreement2.PNG|520px|8.0-Template-Mangement-Create Agreement2.PNG]]</div> <div class="image-green-border"><br/> 7.  Type''' '''the "Region Name" as "Africa" or "Asia" or "Europe" as per the options we mentioned in "Depend On Value" in the above section.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Agreement.png|720px|8.0-TemplateM-Create-Agreement.png]]<br/>  </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of the Template Variable, depends on the inherited values of the Agreement Attribute.</div>
9.  '''Click "'''Next". The "Select Template" page opens.<br/> 10.  '''Select '''the "Template"  for whom the dependency attribute is set. For example, "PrimaryTemplateArithmeticCT".

'''Note:''' For the template to appear on the "Select Template" page it's required to configure a "Rule".
<div class="image-green-border">[[File:8.0-TemplateM-Create-TemplatesTab.png|720px|8.0-TemplateM-Create-TemplatesTab.png]]<br/>  <br/> 11.  '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/>  </div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes. </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>

== Editing a Template  ==

You can edit a template at any state, to make changes to the effective date, team, and so on. However, when you edit an approved Template, you have to get it approved again.

To edit the existing Template:

1. On the "Templates" index'' ''page''', click '''the View Details eye icon of the Template you want to view. The "Templates" Details page opens providing the summary of the template.
<div class="image-green-border">[[File:8.0-Template Management Edit-Details-page.PNG|720px|8.0-Template Management Edit-Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
Choose from the following options those are displayed on the top right of the Template Details page:

*Download Document: '''Click''' to save the Template to your local computer.
*Edit: '''Click''' to make changes to the Template.
*Send For Approval: '''Click''' to send the Template to the approver.

'''Note''': The options that are displayed vary according to the type of Template and privileges assigned to your user id. 
</div> <div class="image-green-border">2. '''Click '''"Edit"''. ''The "Edit Template" wizard with the "Details" tab opens.</div> <div class="image-green-border">3. '''Edit '''the desired fields. You can edit the existing description or version comments information. You can upload a new template file or replace an existing template as well.</div>
4. '''Click''' "Next". The "Team" tab opens. Add or delete the team members, if required.

5. '''Click "'''Next"''. ''The "Verify" tab opens. Verify the changes made to the Template.

6. Choose one of the following:

*'''Click''' "Previous" to go back and make changes to the information that you have entered.
*'''Click''' "Update" to update the Template.
*'''Click''' "Discard" to discard the changes.
<div class="image-green-border">The details of the updated Templates are displayed. Preview of the Template opens on the right side of the page.</div>
== Sending a Template for Approval  ==

After you create a Template, it is in ''Draft'' state. The Template must be approved to be able to use it to create an agreement.

To send a Template for approval:

1. '''Navigate '''to the "Templates" Details page as mentioned in above section of "Editing a Template".

2. '''Click '''"Send for Approval" on the top right.

'''Note''': Ensure that you have added an approver from the team tab before sending the Template for approval. You can add one of the multiple approvers.

== Tagging Attributes inside another Attribute value in Templates ==

You can authorize users to tag an Attribute inside another choice or multi-select Attribute, so that the same Attribute tag can be used within the Agreement or Template. 

<br/> In ICI, you can:

*Tag an Attribute inside the values of choice and multi-select type of Attributes
*Tag Attributes at the Template Variable, Contract Type and Attribute Library levels
*Search for other Attribute types that can be nested or tagged and have been configured for the selected Contract Type
*Append prefix and postfix text to the tagged Attribute
*Tag for nested Attributes using Bulk Upload and Excel Add-in.
*Tag for nested attributes is resolved during Document Assembly using Word Add-in
*Reverse sync which is driven by the same flag that is currently used for tagged Attributes
*Have only one level nesting<br/>  

<u>'''Remember:'''</u>

*In ICI, the internal name ($abc) for the choice Attribute will be displayed and this value will not get resolved.
*When this field is used in the Agreement/ Template as a tagged Attribute, the tagging is resolved during document assembly and the mapped variable is displayed in the document. The document will always display the actual value of the referred Attribute. 
*If the referred Attribute has no available value and it is selected from the choice list, then no value will be displayed in the document during document assembly.
*If the referred Attribute is removed from the Contract Type, a notification message is displayed stating that the Attribute may be tagged somewhere else.

 

 

 

 

 

'''Related Topics: '''[[Create_a_Template_in_ICI_Word_Add-in|Create a Template in ICI Word Add-in]] | [[Approve/Reject_a_Template|Approve/Reject a Template]] | [[Rule|Rule]] | [[Agreement_Management|Agreement Management]] | [[Clauses|Clauses]] | [[Bilingual_Templates|Bilingual Templates]] | [[ICI_Add-ins|ICI Add-ins ]]| [[Release_Notes|Release_Notes]] | [[Saved_Searches|Saved Searches]] | [[Using_Advanced_Search|Using Advanced Search]]

File:8.0-Templates-Create2.png

2022-02-02T10:53:58Z

Shefali DK:

Templates

2022-02-02T10:24:16Z

Shefali DK:

= Templates =

A template is a framework that represents a standard layout for an Agreement. The "Templates" menu enables you to manage all aspects of a template. From here, you can:

*View and manage all your Templates from the Template Details page.
*Create and upload a Template through Create Template page
*Create Template through Word Add-ins
*Edit Template through the Template Details page.

== Templates Index Page ==

Navigate to the "Templates" index page by clicking on the "Templates" collapsible navigation menu on the top.  This page displays the most current version of a Template regardless of its status.
<div class="image-green-border">[[File:8.0-TemplateM-Index-Att.png|720px|8.0-TemplateM-Index-Att.png]]</div>
From this page you can:

*Search templates from Search or the Advanced Search option on the top of the page.
*Filter the search from "Refine_View" on the left.
*View details of the template on the "Templates" details page by clicking on the "View Details"'' ''eye'' ''icon on the far right. 
*View the template in word document format by clicking on the "Preview Document" under the three dots (...) in the last column of the grid.

Refer to Saved Searches and Agreements page for more details on index page functionalities.

== Template Access Management ==

Template Access Management is now enhanced and is available through a technical configuration. When turned On, the access control for Templates is driven by the Organization Unit (OU) or the Team. 

OU can be configured in 2 ways:

*Template access is dependent on the highest level of the OU and since everyone belongs to the OU so they have access by default if they are part of the team.
*Through a technical configuration, you now have the ability to change the access based on the OU of the user who is creating the Template. For example, if user John Doe is part of the Sales OU and the team, then Templates created by John Doe can be accessed by all users in the Sales OU and those belonging to the Template team.

Additionally, you can add members to the Template team through Event Rules, thus saving time for manually adding users to the Team. The support for the Observer role is extended to the Template Library as well through Role Action Mapping. 
<div class="note-box">Note: This feature is applicable to ICI Web UI and the .JS version of Word Add-in. </div>
== Searching Templates ==

You can search for templates either from the advanced search page or from Templates Page to:

*View its details
*Check the status
*Edit it

You can find a specific template you are looking for from the Templates index page using one of these 4 methods:

*Global Search and Advance Search on the top of the page
*Category Search under "Refine View" on the left
*Saved Searches
*Searches pinned as Favorites

=== Category Search ===

Follow these steps to search for templates using the Category drop-down:

1. '''Click''' the "Templates"''''' '''''tile or navigation menu on the top. This opens the Templates Index Page displaying all the existing Templates.

2. Use the "Categories" drop-down in the left "Refine View" pane to narrow down the templates and find the exact one you are looking for. For example, search by status, created by or the status changed, date, among many other options. This displays all the options that match the selected category.

3. '''Select '''the desired criteria by marking the boxes next to that option. Only the templates matching these specified criteria are displayed.

4. '''Narrow '''your search further by typing specific keywords in the "Custom Keyword" field and then '''click''' "Apply". You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example: 

*APP*: displays agreements only in the Approved and Waiting for Approval states
*?PP*: displays agreements only in the Approved and Waiting for Approval states
*APP*: OR DRA* - displays agreements only in the Approved, Waiting for Approval and Draft states     

5. You can also type free text in the "Refine Search Here..."'' '' search box on top of the page. A list of relevant agreements is displayed.

=== Saved Searches ===

Follow these steps to use your saved searches:

1. '''Click''' the "Templates" '' ''tile or navigation menu on the top of the page. This opens the Templates page displaying all the existing templates.

2. '''Apply '''filters to get the exact templates you are searching for and '''click '''"Save View" on the top of the records grid to save the search. 

3. You can view the already saved searches under the "More Views" drop-down on the title bar to the left.

 Refer to [[Using_Advanced_Search|Using_Advanced_Search]] for details on saving a search. This displays the templates matching the criteria defined in the saved search.

Refer to the [[Saved_Searches|Saved_Searches]] wiki page for details on saving a search.

=== Searches pinned as Favorites ===

 Under the "More Views" drop-down on the title bar to the left, you can pin the search to the bar above the grid for quick access.

Refer to the Saved Searches wiki page for details on saving a search.

=== Searching Templates based on the Extended Template Metadata ===

Users have the flexibility to use attributes of masterdata as extensions to any template, agreement, or associated document while creating or editing the instance.

Users can search and retrieve required templates using these extended attributes as search parameters through Template index page search, Advanced Search, Global Search, and Saved Search. Extended attributes are available in search facets drop-downs along with regular attributes. This considerably improves the efficiency of the search facility.

To search templates on the Template Index page:

1. '''Click''''' ''"Templates" at the top of the page on the main navigation menu. The "Templates" page opens with all existing templates.

2. '''Select''' extended attribute as a search parameter in the "Categories" drop-down in the "Refine View" left pane.. All matching Templates are displayed. For example, select the extended attribute "MSL Country Name String" in "Categories". All Templates with "MSL Country Name String" containing "Canada" are displayed on the template index page.

3. '''Filter''' your search further by selecting and typing specific extended attribute values in the "Custom keyword" field and then '''click "'''Apply". For example, select "Custom keyword" as India with operator "Exactly". Only Templates containing MSL Country Names''as''Canada and India are displayed.
<div class="image-green-border">[[File:8.0-TemplateM-Extended-Att.png|720px|8.0-TemplateM-Extended-Att.png]]</div>
Users can search templates by extended attributes using the "Advanced Search" and "Saved Search".

The Advanced Search page appears on clicking "Advanced" at the top beside the search box.<br/> On the Advanced Search Page, '''select '''"Template" in the "Entity" drop-down and '''type '''extended attribute in the "Refine Search here…" search box. Refer to Using Advanced Search for details on using search filters, operators, and options.<br/> Users can save the search criteria with extended attributes as search parameters and use them as "global" or local Saved Search. Refer to Saved Searches for details on saving a search. Refer to Using Advanced Search wiki pages for details on retrieving a Saved Search.

== Creating a Template ==

To create a Template in ICI:

1. '''Click''' the "Templates" collapsible menu bar on the top. The "Templates" index page opens.
<div class="image-green-border">[[File:8.0-TemplateM-Create-indexpage.png|720px|8.0-TemplateM-Create-indexpage.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' "Create" on the far right in the title bar, the "Create Template" page opens.</div> <div class="image-green-border">3. The "Create Template" page has a numbered navigation bar with the following four tabs:</div>
#Template Details
#Template Variables 
#Team
#Verify

*All the tabs are clearly visible upfront in the numbered navigation bar below the title bar. The current tab number is highlighted to easily identify where the user is in the wizard workflow.
*The numbered navigation bar is made sticky to view the steps even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” at the bottom of the page to go to the next step in the wizard workflow.

'''Note''': <span style="background-color:#FFFFFF;">(<span style="color:#FF0000;">*</span></span>) denotes a mandatory field. ICI displays an error message if a mandatory field is left empty.
<div class="image-green-border">[[File:8.0-Template Management Create page1.PNG|520px|8.0-Template Management Create page1.PNG]]</div>
=== Template Details ===

The "Details" tab consists of some mandatory fields, while the rest of the fields are optional. 

1. Enter the basic details in the following fields:

*Contract Type Name: '''Select''' a "Contract type" from the drop-down list for which you want to create a Template.
*Name: '''Type''' an appropriate name for the Template.
*Template Code: The Template Code is auto-generated.
*Is Bilingual Template: Toggle on to define the template as bilingual and set both its languages.

2. When the Is Bilingual Template attribute is set to Yes, it displays the additional fields to select the secondary languages for the template with its language-specific date and time formats. 

*Template Language: '''Select''' the primary language for the Template.
**Date Format: Select the date format according to the selected language.
**Time Format: Select the time format according to the selected language.
*Template Secondary Language: Select the secondary language for a bilingual Template. Selecting a secondary language is mandatory when a Template is defined as bilingual.
**Secondary Language Date Format: Select the date format according to the selected secondary language.
**Secondary Language Time Format: Select the time format according to the selected secondary language.
*Primary Template: '''Select''' "Yes" if this is the Primary Template. This feature helps define the primary Template in a specific language, and you can define secondary Templates in other languages if needed.
<div class="image-green-border">[[File:8.0 Template Management Create-Bi-Lingual.PNG|720px|8.0 Template Management Create-Bi-Lingual.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. If you do not set the Template as Primary, then you need to select a Primary Template to link to the current template you are creating. The Linked Primary Template field is displayed when you set the Primary Template flag to "No".</div>
*Linked Primary Template: This section opens when you select "No" for the Primary Template option. Select a "Linked Primary Template" from the drop-down menu to link this Template to it. Upon selecting the Primary Template to link to, the details of the selected templates are displayed below the field with the "Preview Template" link for reference.
*Effective From: '''Type''' or '''select''' the "Effective From" date using the calendar window.
*Effective To: '''Type''' or '''select''' the "Effective To" date using the calendar window.
*Description: '''Type''' a description for the Template.
*Version Comments: '''Type''' relevant comments for this version, such as what changes were made and why who they were approved by, or any other comments you may wish to add specific to this version.
*File: '''Click''' "Select File" to upload a Template from your local folder.
<div class="image-green-border">[[File:8.0-Template Management Create-Linke-Primary2.PNG|920px|8.0-Template Management Create-Linke-Primary2.PNG]]</div>
The Details page also displays the Template Additional Attributes from the Extended Template Entity. Enter the details in the "Template Additional Attributes" that are present if configured for your instance and displayed on the Template Details page.

The extended attributes are available under "Template Additional Attributes" if configured in your instance. The Extended Attributes are grouped under arrows or accordions to the right with a floating “Expand All/Collapse All” accordion icon on the right top.
<div class="image-green-border">'''Click '''on the search icon of Additional Attribute, for example, "Country Name String", a drawer opens. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Additional-Attr.png|720px|8.0-TemplateM-Create-Additional-Attr.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Select '''the country(s). The list of selected items will be displayed at the bottom in "Selected Records".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Lookupsearch.png|720px|8.0-TemplateM-Create-Lookupsearch.png]]</div>
'''Click''' "Next" to go to the "Template Variables" tab.

=== Template Variables - Attributes ===

Template Variables are the attributes that are part of the template. 

On this tab, you can either select the attributes from the Available Attribute section or Add new Attributes. The user can also set a Template Variable as conditional to the value of the Contract Type Attributes by setting the "Is Conditional" flag "On". For further information on Is Conditional flag, please refer to the section Adding conditional dependency on Template Variables.

'''To select the attributes from the already existing attributes:'''

1. ''' Select '''a desired attribute from the "Available Attributes" section or pane then '''click '''the right arrow icon. The attribute is added to the "Selected Attribute" section or pane.

3. '''Click '''the attribute that is added to the "Selected Attributes" section. The details of that attribute are populated in the "Attribute Details" pane. The title bar above the right pane shows the "Attribute Details" label appended with the selected Attribute name.

4. '''Edit '''the details of the attribute, if required. For example, Display Name, Help Message, etc.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes.PNG|920px|8.0-Template Management Create-Attributes.PNG]]</div>
5. '''Define '''the attribute with the help of flags at the bottom such as "Is Default"'', ''"Is Editable", etc.
<div class="note-box">'''Note''': By default, the "Is Inherit On Amendments" property is "On" for attributes. The configurator should consider the behavior of the rest of the attribute properties along with "Is Inherit On Amendments" before setting it to "Off" while creating or updating templates.</div>
6. After editing the details, '''Click '''"Save" on the top right corner. The Template Variables are added to the Template that you are creating.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes2.PNG|920px|8.0-Template Management Create-Attributes2.PNG]]</div> <div class="image-green-border"><br/> '''To add the new attribute: '''</div>
1. '''Click '''"New Attribute". The "Add Attributes"'' ''section or pane opens in right. 

2. '''Enter '''the "Display Name".'' ''For example, "Area Landmark"''.''

3. '''Enter '''the "Html Prompt": Buttons are provided to “Add”, “Modify/View” the Html. If you are adding the value for the first time, the “Add” button will be displayed. Once the value is added, “Modify/View” will be displayed.

3. '''Select''' the "Data Type". Additional related fields are displayed based on the selected "Data Type" option.

For example, when the data type is selected as "Choice", the field to "Add", arrange option values with up-down arrows, the A to Z icons to sort the choice values, and the field to choose UI Control Type between Dropdown and Radio button (for values less than eight) are displayed. When Data Type is selected as "MultiSelectChoice", options Dropdown and Checkbox (for values less than eight) are displayed.
<div class="image-green-border">[[File:8.0-Template Management Create-choice-Attribute.PNG|520px|8.0-Template Management Create-choice-Attribute.PNG]]</div>
4. '''Enter''' details in Group, Help Message, Source, Default Value'','' and other relevant fields.<br/> 5. Set the appropriate Boolean fields.<br/> 6. '''Click''' "Save" on the top right. The attribute is added to the Template.

'''Configuring File Selection template variable as read-only'''

In ICI, you can upload a document file using the file selection attribute type. ICI provides an option to disable the user-defined "File Selection" attribute at the template variable level thereby preventing unintentional or intentional tampering with the document.

Configurators can configure a user-defined file selection template variable as editable or non-editable on ICI User Interface. Business users cannot edit the uploaded documents but can still preview and download these read-only documents.
<div class="note-box">'''Note:''' All file selection attributes are editable by default.</div>
The system can still attach a file through a read-only file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.

7. '''Click "'''Next". The "Team" tab opens.

=== Team  ===

This section helps you in selecting different roles for your Template.

You can add 3 roles which are:

*'''Approver''': approves or rejects the Template after reviewing it.
*'''Secondary Owner''': works with the Primary owner or alone if the Primary owner is not available. Both these roles have the same privileges.
*'''Contributor''': can review the Template, but can’t make any changes or take action. Any comments related to it are sent to the Primary owner or Secondary owner.

You can assign a role to an individual or a group of team members. The individual and group are denoted by different icons. For example, the screenshot below has a Secondary Owner, First approver, and a group of team members as Contributor. More than one approver can be added with different step numbers.
<div class="image-green-border">[[File:8.0-Template Management Create-Team.PNG|920px|8.0-Template Management Create-Team.PNG]]</div>
To add different roles:

*'''Click''' the "Add Team Member". This opens the "Add User" drawer from the right.
*Select the role from the drop-down and the users for that specific role. You can search and filter the users using the Filter icon in the top left of the user's grid.
*Selecting a role of an approver displays a "Step Number" field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The approval flows sequentially according to the step number. You can "Remove" an Approver or "Disable" from the approval flow.
*'''Click''' "Add"'''. '''The users just added will be seen under Team.
<div class="image-green-border">[[File:8.0-TemplateM-Creat-Teampng.png|720px|8.0-TemplateM-Creat-Teampng.png]]</div>
=== Verify ===

Here you can review and verify all the information entered on the previous tabs of the "Create Template" wizard workflow before clicking on "Create". If you wish to edit anything, click "Previous". Changes can be discarded from any of the tabs in the workflow using "Discard".

The floating accordion icon of "Expand All/Collapse All" at the top and arrow icons to expand and collapse individual groups, both are available on this tab as well as the details tab.
<div class="image-green-border">[[File:8.0-Template Management Create-Verify.PNG|720px|RTENOTITLE]]</div>
Once created the template gets into the Draft state.

== Template Details Page ==

The preview for a template will be displayed along with the template details in a side-by-side view on the Template Details page. The preview will display clause text and clause comments with their revisions for all static and rule-based clauses which are tagged in the template.
<div class="image-green-border">[[File:8.0-Template Management Details-page.PNG|920px|8.0-Template Management Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
On this page, you can see the current status of the template along with other details such as Template Variables, Version, History, Team and Notes. You can also perform various actions depending upon your role and the state of the template.

Here are the details you can see on this page when you click on different sections at the top:

*Details: displays the name of the template, status, version, by whom the template was created and so on. It also shows the complete set of metadata of that template. Only the primary owner can edit the values of these metadata.

          The details are grouped under headings. You can Collapse/Expand All groups with the button given on top right.

[[File:8.0-Template Management T-Details1.PNG|720px|8.0-Template Management T-Details1.PNG]]

*Extension Attribute/ Template Variables: this section will appear only if extension attributes are added to the template other than contract attributes. It displays all extension attributes of the specific template.
*Versions: displays the different versions of that template that are created. Whenever a template is edited and saved,[[Javascript:void('Remove_Div')|Remove Div]] a new version of the template gets added in this section. You can choose either the old or the new one for your agreement.
*History: displays the entire life cycle of the template till now
*Team: displays the members that are added to the team working on this template through its complete life cycle. '''Click''' the "Add Team Member"  button to add more members.

You can add individual or group of team members, approvers, contributors and so on. If there are multiple approvers you can assign a Step Number for prioritizing. You can "Remove" or "Disable" an approver from the approval flow.

[[File:8.0-Template Management T-3-Details.PNG|720px|8.0-Template Management T-3-Details.PNG]]

*Notes: displays all the comments which are added while accepting or rejecting the template. 

You can perform the following actions from the Template Details page:

*Download the template 
*Send for Approval: when the template is created through Word Add-in, it stays in draft state until you send it for approval.
*Delete: this option will be shown only if the template is in draft state. When you delete the template it completely goes off from the record.
*Edit the template
*Terminate: terminate the template when you don't want to use the specific template anymore but still want to keep the one in records.
</div>
Click on "Send for Approval" on the top right''',''' to send it further for approvals, or click "Edit" if you want to update any field.

The Approver gets a notification about the Template, who can then review and approve it. Once approved, the Template is ready for use.

== Adding Conditional Dependency on Template Variables ==

The functionality of the conditional dependency on Template Variables for Agreement Attributes can be achieved by any user with Manage access on the "Templates" tile by enabling the "Is Conditional" flag for each Template Variable when creating or editing a Template. When "Is Conditional" is On, a user is able to set a dependent condition on the Template Variable.

The following conditions decide the dependency between the Template Variable and Contract Type Attribute:  

*When "Depends on Contract Type Attribute" is "On" then it displays the Contract Type Attribute in the "Depends On Attribute" drop-down list. 
*When "Depends on Contract Type Attribute" is "Off" then it displays the Template Variable in the "Depends On Attribute" drop-down list. 

For each selected Attribute from the "Depends On Attribute" drop-down list, the user can then enter the "Depends On Value" that will drive the dependency.

 

=== Adding the Dependency between Contract Type Attributes and Template Variables ===

To add dependency between Contract Type Attributes and Template Variables:<br/> <br/> '''Refer '''to the "Template Variables - Attributes" section while "Creating a Template".

1. '''Select '''the Attribute in "Selected Attribute" to display its details on the right pane. For example, "AddressLine1"<br/> 2. '''Toggle '''the "Is Conditional" flag "On" for the Selected Variable to add the conditional dependence between the Template Variable and Contract Type Attribute. <br/> 3. '''Toggle''' the "Depends on Contract Type Attribute" flag "On".<br/> 4. '''Select '''the Attribute from the "Depends On Attribute" drop-down list where you want to add Contract Type Attribute level dependency for a Template Variable. For example, "Region Name".
<div class="note-box">'''Note''': For each selected Attribute, the user can enter the Depends On Value which will drive the dependency.</div>
5.  '''Enter '''the dependent single or multiple values or '''toggle '''the "Depends On Value" flag based on the selected Attribute Data Type. For example, for "Region Name" the values put are "Asia|Europe|Africa" (all values pipe separated) 

This means the "AdressLine1" Template Variable depends on Contract Type Attribute "Region Name" of Contrat Type "Automation Basic Agreement" on the following dependent values: Asia, Europe, and Africa.

6.  '''Click "'''Save". The Attribute updated successfully message is displayed. 
<div class="note-box">'''Note''': If you want to change the Contract Type after saving a Template Variable by going back to the Details tab of Create Template page, a message is displayed indicating that Template Variables are conditional on the selected Contract Type and changing the Contract types will clear Template related date.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create-Template-Variables.PNG|920px|8.0-Template-Mangement-Create-Template-Variables.PNG]]</div>
<br/> 7.  '''Click '''"Next". The Team tab opens. <br/> 8.  '''Click '''"Create". The Template gets created. <br/> 9.  '''Click '''"Send For Approval" to initiate the approval process. 

Once the template with dependency on Contrat Type is approved you can see the dependency while creating an agreement. 
<div class="note-box">'''Note''': While editing a Contract Type, if you remove a Parent Attribute on which a Template Variable is dependent, a message is displayed indicating that if the attribute is removed it may impact rules, templates, template variables, and clauses, etc. </div>
When defining the Template Variables, a user needs to consider the following rendering conditions:
<div class="image-green-border">[[File:20-Tem.PNG|720px|20-Tem.PNG]]<br/> <br/> The dependency of Template Variables on an Agreement </div>
To view the dependency of Template Variables on an Agreement:<br/> 1.  '''Click '''the "Agreements"  tile or main navigation menu on the top. The "Agreements" index page opens.<br/> 2.  '''Click'''  "Create" on the far right on top. The "Create Agreement" page opens.<br/> 3.  '''Select''' the Contract Type "Category" from the drop-down list. For example, "Default".<br/> 4.  '''Select''' the Contract Type from the Contract Type Name drop-down list same that was selected for templates. For example, "Arithmetic Basic Agreement".<br/> 5.  '''Select''' the "Type Of Paper" from the drop-down list. For example, "Own".<br/> 6.  '''Click''' "Next". The "Create Agreement – Automation Basic Agreement" Attribute page opens, which displays all Contract Type Attributes.
<div class="image-green-border">[[File:8.0-Template-Mangement-Create Agreement2.PNG|520px|8.0-Template-Mangement-Create Agreement2.PNG]]</div> <div class="image-green-border"><br/> 7.  Type''' '''the "Region Name" as "Africa" or "Asia" or "Europe" as per the options we mentioned in "Depend On Value" in the above section.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Agreement.png|720px|8.0-TemplateM-Create-Agreement.png]]<br/>  </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of the Template Variable, depends on the inherited values of the Agreement Attribute.</div>
9.  '''Click "'''Next". The "Select Template" page opens.<br/> 10.  '''Select '''the "Template"  for whom the dependency attribute is set. For example, "PrimaryTemplateArithmeticCT".

'''Note:''' For the template to appear on the "Select Template" page it's required to configure a "Rule".
<div class="image-green-border">[[File:8.0-TemplateM-Create-TemplatesTab.png|720px|8.0-TemplateM-Create-TemplatesTab.png]]<br/>  <br/> 11.  '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/>  </div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes. </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>

== Editing a Template  ==

You can edit a template at any state, to make changes to the effective date, team, and so on. However, when you edit an approved Template, you have to get it approved again.

To edit the existing Template:

1. On the "Templates" index'' ''page''', click '''the View Details eye icon of the Template you want to view. The "Templates" Details page opens providing the summary of the template.
<div class="image-green-border">[[File:8.0-Template Management Edit-Details-page.PNG|720px|8.0-Template Management Edit-Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
Choose from the following options those are displayed on the top right of the Template Details page:

*Download Document: '''Click''' to save the Template to your local computer.
*Edit: '''Click''' to make changes to the Template.
*Send For Approval: '''Click''' to send the Template to the approver.

'''Note''': The options that are displayed vary according to the type of Template and privileges assigned to your user id. 
</div> <div class="image-green-border">2. '''Click '''"Edit"''. ''The "Edit Template" wizard with the "Details" tab opens.</div> <div class="image-green-border">3. '''Edit '''the desired fields. You can edit the existing description or version comments information. You can upload a new template file or replace an existing template as well.</div>
4. '''Click''' "Next". The "Team" tab opens. Add or delete the team members, if required.

5. '''Click "'''Next"''. ''The "Verify" tab opens. Verify the changes made to the Template.

6. Choose one of the following:

*'''Click''' "Previous" to go back and make changes to the information that you have entered.
*'''Click''' "Update" to update the Template.
*'''Click''' "Discard" to discard the changes.
<div class="image-green-border">The details of the updated Templates are displayed. Preview of the Template opens on the right side of the page.</div>
== Sending a Template for Approval  ==

After you create a Template, it is in ''Draft'' state. The Template must be approved to be able to use it to create an agreement.

To send a Template for approval:

1. '''Navigate '''to the "Templates" Details page as mentioned in above section of "Editing a Template".

2. '''Click '''"Send for Approval" on the top right.

'''Note''': Ensure that you have added an approver from the team tab before sending the Template for approval. You can add one of the multiple approvers.

== Tagging Attributes inside another Attribute value in Templates ==

You can authorize users to tag an Attribute inside another choice or multi-select Attribute, so that the same Attribute tag can be used within the Agreement or Template. 

<br/> In ICI, you can:

*Tag an Attribute inside the values of choice and multi-select type of Attributes
*Tag Attributes at the Template Variable, Contract Type and Attribute Library levels
*Search for other Attribute types that can be nested or tagged and have been configured for the selected Contract Type
*Append prefix and postfix text to the tagged Attribute
*Tag for nested Attributes using Bulk Upload and Excel Add-in.
*Tag for nested attributes is resolved during Document Assembly using Word Add-in
*Reverse sync which is driven by the same flag that is currently used for tagged Attributes
*Have only one level nesting<br/>  

<u>'''Remember:'''</u>

*In ICI, the internal name ($abc) for the choice Attribute will be displayed and this value will not get resolved.
*When this field is used in the Agreement/ Template as a tagged Attribute, the tagging is resolved during document assembly and the mapped variable is displayed in the document. The document will always display the actual value of the referred Attribute. 
*If the referred Attribute has no available value and it is selected from the choice list, then no value will be displayed in the document during document assembly.
*If the referred Attribute is removed from the Contract Type, a notification message is displayed stating that the Attribute may be tagged somewhere else.

 

 

 

 

 

'''Related Topics: '''[[Create_a_Template_in_ICI_Word_Add-in|Create a Template in ICI Word Add-in]] | [[Approve/Reject_a_Template|Approve/Reject a Template]] | [[Rule|Rule]] | [[Agreement_Management|Agreement Management]] | [[Clauses|Clauses]] | [[Bilingual_Templates|Bilingual Templates]] | [[ICI_Add-ins|ICI Add-ins ]]| [[Release_Notes|Release_Notes]] | [[Saved_Searches|Saved Searches]] | [[Using_Advanced_Search|Using Advanced Search]]

Templates

2022-02-02T10:22:02Z

Shefali DK:

= Templates =

A template is a framework that represents a standard layout for an Agreement. The "Templates" menu enables you to manage all aspects of a template. From here, you can:

*View and manage all your Templates from the Template Details page.
*Create and upload a Template through Create Template page
*Create Template through Word Add-ins
*Edit Template through the Template Details page.

== Templates Index Page ==

Navigate to the "Templates" index page by clicking on the "Templates" collapsible navigation menu on the top.  This page displays the most current version of a Template regardless of its status.
<div class="image-green-border">[[File:8.0-TemplateM-Index-Att.png|720px|8.0-TemplateM-Index-Att.png]]</div>
From this page you can:

*Search templates from Search or the Advanced Search option on the top of the page.
*Filter the search from "Refine_View" on the left.
*View details of the template on the "Templates" details page by clicking on the "View Details"'' ''eye'' ''icon on the far right. 
*View the template in word document format by clicking on the "Preview Document" under the three dots (...) in the last column of the grid.

Refer to Saved Searches and Agreements page for more details on index page functionalities.

== Template Access Management ==

Template Access Management is now enhanced and is available through a technical configuration. When turned On, the access control for Templates is driven by the Organization Unit (OU) or the Team. 

OU can be configured in 2 ways:

*Template access is dependent on the highest level of the OU and since everyone belongs to the OU so they have access by default if they are part of the team.
*Through a technical configuration, you now have the ability to change the access based on the OU of the user who is creating the Template. For example, if user John Doe is part of the Sales OU and the team, then Templates created by John Doe can be accessed by all users in the Sales OU and those belonging to the Template team.

Additionally, you can add members to the Template team through Event Rules, thus saving time for manually adding users to the Team. The support for the Observer role is extended to the Template Library as well through Role Action Mapping. 
<div class="note-box">Note: This feature is applicable to ICI Web UI and the .JS version of Word Add-in. </div>
== Searching Templates ==

You can search for templates either from the advanced search page or from Templates Page to:

*View its details
*Check the status
*Edit it

You can find a specific template you are looking for from the Templates index page using one of these 4 methods:

*Global Search and Advance Search on the top of the page
*Category Search under "Refine View" on the left
*Saved Searches
*Searches pinned as Favorites

=== Category Search ===

Follow these steps to search for templates using the Category drop-down:

1. '''Click''' the "Templates"''''' '''''tile or navigation menu on the top. This opens the Templates Index Page displaying all the existing Templates.

2. Use the "Categories" drop-down in the left "Refine View" pane to narrow down the templates and find the exact one you are looking for. For example, search by status, created by or the status changed, date, among many other options. This displays all the options that match the selected category.

3. '''Select '''the desired criteria by marking the boxes next to that option. Only the templates matching these specified criteria are displayed.

4. '''Narrow '''your search further by typing specific keywords in the "Custom Keyword" field and then '''click''' "Apply". You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example: 

*APP*: displays agreements only in the APPROVED and WAITING FOR APPROVAL states
*?PP*: displays agreements only in the APPROVED and WAITING FOR APPROVAL states
*APP*: OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states     

5. You can also type free text in the "Refine Search Here..."'' '' search box on top of the page. A list of relevant agreements is displayed.

=== Saved Searches ===

Follow these steps to use your saved searches:

1. '''Click''' the "Templates" '' ''tile or navigation menu on the top of the page. This opens the Templates page displaying all the existing templates.

2. '''Apply '''filters to get the exact templates you are searching for and '''click '''"Save View" on the top of the records grid to save the search. 

3. You can view the already saved searches under the "More Views" drop-down on the title bar to the left.

 Refer to [[Using_Advanced_Search|Using_Advanced_Search]] for details on saving a search. This displays the templates matching the criteria defined in the saved search.

Refer to the [[Saved_Searches|Saved_Searches]] wiki page for details on saving a search.

=== Searches pinned as Favorites ===

 Under the "More Views" drop-down on the title bar to the left, you can pin the search to the bar above the grid for quick access.

Refer to the Saved Searches wiki page for details on saving a search.

=== Searching Templates based on the Extended Template Metadata ===

Users have the flexibility to use attributes of masterdata as extensions to any template, agreement, or associated document while creating or editing the instance.

Users can search and retrieve required templates using these extended attributes as search parameters through Template index page search, Advanced Search, Global Search, and Saved Search. Extended attributes are available in search facets drop-downs along with regular attributes. This considerably improves the efficiency of the search facility.

To search templates on the Template Index page:

1. '''Click''''' ''"Templates" at the top of the page on the main navigation menu. The "Templates" page opens with all existing templates.

2. '''Select''' extended attribute as a search parameter in the "Categories" drop-down in the "Refine View" left pane.. All matching Templates are displayed. For example, select the extended attribute "MSL Country Name String" in "Categories". All Templates with "MSL Country Name String" containing "Canada" are displayed on the template index page.

3. '''Filter''' your search further by selecting and typing specific extended attribute values in the "Custom keyword" field and then '''click "'''Apply". For example, select "Custom keyword" as India with operator "Exactly". Only Templates containing MSL Country Names''as''Canada and India are displayed.
<div class="image-green-border">[[File:8.0-TemplateM-Extended-Att.png|720px|8.0-TemplateM-Extended-Att.png]]</div>
Users can search templates by extended attributes using the "Advanced Search" and "Saved Search".

The Advanced Search page appears on clicking "Advanced" at the top beside the search box.<br/> On the Advanced Search Page, '''select '''"Template" in the "Entity" drop-down and '''type '''extended attribute in the "Refine Search here…" search box. Refer to Using Advanced Search for details on using search filters, operators, and options.<br/> Users can save the search criteria with extended attributes as search parameters and use them as "global" or local Saved Search. Refer to Saved Searches for details on saving a search. Refer to Using Advanced Search wiki pages for details on retrieving a Saved Search.

== Creating a Template ==

To create a Template in ICI:

1. '''Click''' the "Templates" collapsible menu bar on the top. The "Templates" index page opens.
<div class="image-green-border">[[File:8.0-TemplateM-Create-indexpage.png|720px|8.0-TemplateM-Create-indexpage.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' "Create" on the far right in the title bar, the "Create Template" page opens.</div> <div class="image-green-border">3. The "Create Template" page has a numbered navigation bar with the following four tabs:</div>
#Template Details
#Template Variables 
#Team
#Verify

*All the tabs are clearly visible upfront in the numbered navigation bar below the title bar. The current tab number is highlighted to easily identify where the user is in the wizard workflow.
*The numbered navigation bar is made sticky to view the steps even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” at the bottom of the page to go to the next step in the wizard workflow.

'''Note''': <span style="background-color:#FFFFFF;">(<span style="color:#FF0000;">*</span></span>) denotes a mandatory field. ICI displays an error message if a mandatory field is left empty.
<div class="image-green-border">[[File:8.0-Template Management Create page1.PNG|520px|8.0-Template Management Create page1.PNG]]</div>
=== Template Details ===

The "Details" tab consists of some mandatory fields, while the rest of the fields are optional. 

1. Enter the basic details in the following fields:

*Contract Type Name: '''Select''' a "Contract type" from the drop-down list for which you want to create a Template.
*Name: '''Type''' an appropriate name for the Template.
*Template Code: The Template Code is auto-generated.
*Is Bilingual Template: Toggle on to define the template as bilingual and set both its languages.

2. When the Is Bilingual Template attribute is set to Yes, it displays the additional fields to select the secondary languages for the template with its language-specific date and time formats. 

*Template Language: '''Select''' the primary language for the Template.
**Date Format: Select the date format according to the selected language.
**Time Format: Select the time format according to the selected language.
*Template Secondary Language: Select the secondary language for a bilingual Template. Selecting a secondary language is mandatory when a Template is defined as bilingual.
**Secondary Language Date Format: Select the date format according to the selected secondary language.
**Secondary Language Time Format: Select the time format according to the selected secondary language.
*Primary Template: '''Select''' "Yes" if this is the Primary Template. This feature helps define the primary Template in a specific language, and you can define secondary Templates in other languages if needed.
<div class="image-green-border">[[File:8.0 Template Management Create-Bi-Lingual.PNG|720px|8.0 Template Management Create-Bi-Lingual.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. If you do not set the Template as Primary, then you need to select a Primary Template to link to the current template you are creating. The Linked Primary Template field is displayed when you set the Primary Template flag to "No".</div>
*Linked Primary Template: This section opens when you select "No" for the Primary Template option. Select a "Linked Primary Template" from the drop-down menu to link this Template to it. Upon selecting the Primary Template to link to, the details of the selected templates are displayed below the field with the "Preview Template" link for reference.
*Effective From: '''Type''' or '''select''' the "Effective From" date using the calendar window.
*Effective To: '''Type''' or '''select''' the "Effective To" date using the calendar window.
*Description: '''Type''' a description for the Template.
*Version Comments: '''Type''' relevant comments for this version, such as what changes were made and why who they were approved by, or any other comments you may wish to add specific to this version.
*File: '''Click''' "Select File" to upload a Template from your local folder.
<div class="image-green-border">[[File:8.0-Template Management Create-Linke-Primary2.PNG|920px|8.0-Template Management Create-Linke-Primary2.PNG]]</div>
The Details page also displays the Template Additional Attributes from the Extended Template Entity. Enter the details in the "Template Additional Attributes" that are present if configured for your instance and displayed on the Template Details page.

The extended attributes are available under "Template Additional Attributes" if configured in your instance. The Extended Attributes are grouped under arrows or accordions to the right with a floating “Expand All/Collapse All” accordion icon on the right top.
<div class="image-green-border">'''Click '''on the search icon of Additional Attribute, for example, "Country Name String", a drawer opens. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Additional-Attr.png|720px|8.0-TemplateM-Create-Additional-Attr.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Select '''the country(s). The list of selected items will be displayed at the bottom in "Selected Records".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Lookupsearch.png|720px|8.0-TemplateM-Create-Lookupsearch.png]]</div>
'''Click''' "Next" to go to the "Template Variables" tab.

=== Template Variables - Attributes ===

Template Variables are the attributes that are part of the template. 

On this tab, you can either select the attributes from the Available Attribute section or Add new Attributes. The user can also set a Template Variable as conditional to the value of the Contract Type Attributes by setting the "Is Conditional" flag "On". For further information on Is Conditional flag, please refer to the section Adding conditional dependency on Template Variables.

'''To select the attributes from the already existing attributes:'''

1. ''' Select '''a desired attribute from the "Available Attributes" section or pane then '''click '''the right arrow icon. The attribute is added to the "Selected Attribute" section or pane.

3. '''Click '''the attribute that is added to the "Selected Attributes" section. The details of that attribute are populated in the "Attribute Details" pane. The title bar above the right pane shows the "Attribute Details" label appended with the selected Attribute name.

4. '''Edit '''the details of the attribute, if required. For example, Display Name, Help Message, etc.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes.PNG|920px|8.0-Template Management Create-Attributes.PNG]]</div>
5. '''Define '''the attribute with the help of flags at the bottom such as "Is Default"'', ''"Is Editable", etc.
<div class="note-box">'''Note''': By default, the "Is Inherit On Amendments" property is "On" for attributes. The configurator should consider the behavior of the rest of the attribute properties along with "Is Inherit On Amendments" before setting it to "Off" while creating or updating templates.</div>
6. After editing the details, '''Click '''"Save" on the top right corner. The Template Variables are added to the Template that you are creating.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes2.PNG|920px|8.0-Template Management Create-Attributes2.PNG]]</div> <div class="image-green-border"><br/> '''To add the new attribute: '''</div>
1. '''Click '''"New Attribute". The "Add Attributes"'' ''section or pane opens in right. 

2. '''Enter '''the "Display Name".'' ''For example, "Area Landmark"''.''

3. '''Enter '''the "Html Prompt": Buttons are provided to “Add”, “Modify/View” the Html. If you are adding the value for the first time, the “Add” button will be displayed. Once the value is added, “Modify/View” will be displayed.

3. '''Select''' the "Data Type". Additional related fields are displayed based on the selected "Data Type" option.

For example, when the data type is selected as "Choice", the field to "Add", arrange option values with up-down arrows, the A to Z icons to sort the choice values, and the field to choose UI Control Type between Dropdown and Radio button (for values less than eight) are displayed. When Data Type is selected as "MultiSelectChoice", options Dropdown and Checkbox (for values less than eight) are displayed.
<div class="image-green-border">[[File:8.0-Template Management Create-choice-Attribute.PNG|520px|8.0-Template Management Create-choice-Attribute.PNG]]</div>
4. '''Enter''' details in Group, Help Message, Source, Default Value'','' and other relevant fields.<br/> 5. Set the appropriate Boolean fields.<br/> 6. '''Click''' "Save" on the top right. The attribute is added to the Template.

'''Configuring File Selection template variable as read-only'''

In ICI, you can upload a document file using the file selection attribute type. ICI provides an option to disable the user-defined "File Selection" attribute at the template variable level thereby preventing unintentional or intentional tampering with the document.

Configurators can configure a user-defined file selection template variable as editable or non-editable on ICI User Interface. Business users cannot edit the uploaded documents but can still preview and download these read-only documents.
<div class="note-box">'''Note:''' All file selection attributes are editable by default.</div>
The system can still attach a file through a read-only file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.

7. '''Click "'''Next". The "Team" tab opens.

=== Team  ===

This section helps you in selecting different roles for your Template.

You can add 3 roles which are:

*'''Approver''': approves or rejects the Template after reviewing it.
*'''Secondary Owner''': works with the Primary owner or alone if the Primary owner is not available. Both these roles have the same privileges.
*'''Contributor''': can review the Template, but can’t make any changes or take action. Any comments related to it are sent to the Primary owner or Secondary owner.

You can assign a role to an individual or a group of team members. The individual and group are denoted by different icons. For example, the screenshot below has a Secondary Owner, First approver, and a group of team members as Contributor. More than one approver can be added with different step numbers.
<div class="image-green-border">[[File:8.0-Template Management Create-Team.PNG|920px|8.0-Template Management Create-Team.PNG]]</div>
To add different roles:

*'''Click''' the "Add Team Member". This opens the "Add User" drawer from the right.
*Select the role from the drop-down and the users for that specific role. You can search and filter the users using the Filter icon in the top left of the user's grid.
*Selecting a role of an approver displays a "Step Number" field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The approval flows sequentially according to the step number. You can "Remove" an Approver or "Disable" from the approval flow.
*'''Click''' "Add"'''. '''The users just added will be seen under Team.
<div class="image-green-border">[[File:8.0-TemplateM-Creat-Teampng.png|720px|8.0-TemplateM-Creat-Teampng.png]]</div>
=== Verify ===

Here you can review and verify all the information entered on the previous tabs of the "Create Template" wizard workflow before clicking on "Create". If you wish to edit anything, click "Previous". Changes can be discarded from any of the tabs in the workflow using "Discard".

The floating accordion icon of "Expand All/Collapse All" at the top and arrow icons to expand and collapse individual groups, both are available on this tab as well as the details tab.
<div class="image-green-border">[[File:8.0-Template Management Create-Verify.PNG|720px|RTENOTITLE]]</div>
Once created the template gets into the Draft state.

== Template Details Page ==

The preview for a template will be displayed along with the template details in a side-by-side view on the Template Details page. The preview will display clause text and clause comments with their revisions for all static and rule-based clauses which are tagged in the template.
<div class="image-green-border">[[File:8.0-Template Management Details-page.PNG|920px|8.0-Template Management Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
On this page, you can see the current status of the template along with other details such as Template Variables, Version, History, Team and Notes. You can also perform various actions depending upon your role and the state of the template.

Here are the details you can see on this page when you click on different sections at the top:

*Details: displays the name of the template, status, version, by whom the template was created and so on. It also shows the complete set of metadata of that template. Only the primary owner can edit the values of these metadata.

          The details are grouped under headings. You can Collapse/Expand All groups with the button given on top right.

[[File:8.0-Template Management T-Details1.PNG|720px|8.0-Template Management T-Details1.PNG]]

*Extension Attribute/ Template Variables: this section will appear only if extension attributes are added to the template other than contract attributes. It displays all extension attributes of the specific template.
*Versions: displays the different versions of that template that are created. Whenever a template is edited and saved,[[Javascript:void('Remove_Div')|Remove Div]] a new version of the template gets added in this section. You can choose either the old or the new one for your agreement.
*History: displays the entire life cycle of the template till now
*Team: displays the members that are added to the team working on this template through its complete life cycle. '''Click''' the "Add Team Member"  button to add more members.

You can add individual or group of team members, approvers, contributors and so on. If there are multiple approvers you can assign a Step Number for prioritizing. You can "Remove" or "Disable" an approver from the approval flow.

[[File:8.0-Template Management T-3-Details.PNG|720px|8.0-Template Management T-3-Details.PNG]]

*Notes: displays all the comments which are added while accepting or rejecting the template. 

You can perform the following actions from the Template Details page:

*Download the template 
*Send for Approval: when the template is created through Word Add-in, it stays in draft state until you send it for approval.
*Delete: this option will be shown only if the template is in draft state. When you delete the template it completely goes off from the record.
*Edit the template
*Terminate: terminate the template when you don't want to use the specific template anymore but still want to keep the one in records.
</div>
Click on "Send for Approval" on the top right''',''' to send it further for approvals, or click "Edit" if you want to update any field.

The Approver gets a notification about the Template, who can then review and approve it. Once approved, the Template is ready for use.

== Adding Conditional Dependency on Template Variables ==

The functionality of the conditional dependency on Template Variables for Agreement Attributes can be achieved by any user with Manage access on the "Templates" tile by enabling the "Is Conditional" flag for each Template Variable when creating or editing a Template. When "Is Conditional" is On, a user is able to set a dependent condition on the Template Variable.

The following conditions decide the dependency between the Template Variable and Contract Type Attribute:  

*When "Depends on Contract Type Attribute" is "On" then it displays the Contract Type Attribute in the "Depends On Attribute" drop-down list. 
*When "Depends on Contract Type Attribute" is "Off" then it displays the Template Variable in the "Depends On Attribute" drop-down list. 

For each selected Attribute from the "Depends On Attribute" drop-down list, the user can then enter the "Depends On Value" that will drive the dependency.

 

=== Adding the Dependency between Contract Type Attributes and Template Variables ===

To add dependency between Contract Type Attributes and Template Variables:<br/> <br/> '''Refer '''to the "Template Variables - Attributes" section while "Creating a Template".

1. '''Select '''the Attribute in "Selected Attribute" to display its details on the right pane. For example, "AddressLine1"<br/> 2. '''Toggle '''the "Is Conditional" flag "On" for the Selected Variable to add the conditional dependence between the Template Variable and Contract Type Attribute. <br/> 3. '''Toggle''' the "Depends on Contract Type Attribute" flag "On".<br/> 4. '''Select '''the Attribute from the "Depends On Attribute" drop-down list where you want to add Contract Type Attribute level dependency for a Template Variable. For example, "Region Name".
<div class="note-box">'''Note''': For each selected Attribute, the user can enter the Depends On Value which will drive the dependency.</div>
5.  '''Enter '''the dependent single or multiple values or '''toggle '''the "Depends On Value" flag based on the selected Attribute Data Type. For example, for "Region Name" the values put are "Asia|Europe|Africa" (all values pipe separated) 

This means the "AdressLine1" Template Variable depends on Contract Type Attribute "Region Name" of Contrat Type "Automation Basic Agreement" on the following dependent values: Asia, Europe, and Africa.

6.  '''Click "'''Save". The Attribute updated successfully message is displayed. 
<div class="note-box">'''Note''': If you want to change the Contract Type after saving a Template Variable by going back to the Details tab of Create Template page, a message is displayed indicating that Template Variables are conditional on the selected Contract Type and changing the Contract types will clear Template related date.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create-Template-Variables.PNG|920px|8.0-Template-Mangement-Create-Template-Variables.PNG]]</div>
<br/> 7.  '''Click '''"Next". The Team tab opens. <br/> 8.  '''Click '''"Create". The Template gets created. <br/> 9.  '''Click '''"Send For Approval" to initiate the approval process. 

Once the template with dependency on Contrat Type is approved you can see the dependency while creating an agreement. 
<div class="note-box">'''Note''': While editing a Contract Type, if you remove a Parent Attribute on which a Template Variable is dependent, a message is displayed indicating that if the attribute is removed it may impact rules, templates, template variables, and clauses, etc. </div>
When defining the Template Variables, a user needs to consider the following rendering conditions:
<div class="image-green-border">[[File:20-Tem.PNG|720px|20-Tem.PNG]]<br/> <br/> The dependency of Template Variables on an Agreement </div>
To view the dependency of Template Variables on an Agreement:<br/> 1.  '''Click '''the "Agreements"  tile or main navigation menu on the top. The "Agreements" index page opens.<br/> 2.  '''Click'''  "Create" on the far right on top. The "Create Agreement" page opens.<br/> 3.  '''Select''' the Contract Type "Category" from the drop-down list. For example, "Default".<br/> 4.  '''Select''' the Contract Type from the Contract Type Name drop-down list same that was selected for templates. For example, "Arithmetic Basic Agreement".<br/> 5.  '''Select''' the "Type Of Paper" from the drop-down list. For example, "Own".<br/> 6.  '''Click''' "Next". The "Create Agreement – Automation Basic Agreement" Attribute page opens, which displays all Contract Type Attributes.
<div class="image-green-border">[[File:8.0-Template-Mangement-Create Agreement2.PNG|520px|8.0-Template-Mangement-Create Agreement2.PNG]]</div> <div class="image-green-border"><br/> 7.  Type''' '''the "Region Name" as "Africa" or "Asia" or "Europe" as per the options we mentioned in "Depend On Value" in the above section.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Agreement.png|720px|8.0-TemplateM-Create-Agreement.png]]<br/>  </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of the Template Variable, depends on the inherited values of the Agreement Attribute.</div>
9.  '''Click "'''Next". The "Select Template" page opens.<br/> 10.  '''Select '''the "Template"  for whom the dependency attribute is set. For example, "PrimaryTemplateArithmeticCT".

'''Note:''' For the template to appear on the "Select Template" page it's required to configure a "Rule".
<div class="image-green-border">[[File:8.0-TemplateM-Create-TemplatesTab.png|720px|8.0-TemplateM-Create-TemplatesTab.png]]<br/>  <br/> 11.  '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/>  </div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes. </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>

== Editing a Template  ==

You can edit a template at any state, to make changes to the effective date, team, and so on. However, when you edit an approved Template, you have to get it approved again.

To edit the existing Template:

1. On the "Templates" index'' ''page''', click '''the View Details eye icon of the Template you want to view. The "Templates" Details page opens providing the summary of the template.
<div class="image-green-border">[[File:8.0-Template Management Edit-Details-page.PNG|720px|8.0-Template Management Edit-Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
Choose from the following options those are displayed on the top right of the Template Details page:

*Download Document: '''Click''' to save the Template to your local computer.
*Edit: '''Click''' to make changes to the Template.
*Send For Approval: '''Click''' to send the Template to the approver.

'''Note''': The options that are displayed vary according to the type of Template and privileges assigned to your user id. 
</div> <div class="image-green-border">2. '''Click '''"Edit"''. ''The "Edit Template" wizard with the "Details" tab opens.</div> <div class="image-green-border">3. '''Edit '''the desired fields. You can edit the existing description or version comments information. You can upload a new template file or replace an existing template as well.</div>
4. '''Click''' "Next". The "Team" tab opens. Add or delete the team members, if required.

5. '''Click "'''Next"''. ''The "Verify" tab opens. Verify the changes made to the Template.

6. Choose one of the following:

*'''Click''' "Previous" to go back and make changes to the information that you have entered.
*'''Click''' "Update" to update the Template.
*'''Click''' "Discard" to discard the changes.
<div class="image-green-border">The details of the updated Templates are displayed. Preview of the Template opens on the right side of the page.</div>
== Sending a Template for Approval  ==

After you create a Template, it is in ''Draft'' state. The Template must be approved to be able to use it to create an agreement.

To send a Template for approval:

1. '''Navigate '''to the "Templates" Details page as mentioned in above section of "Editing a Template".

2. '''Click '''"Send for Approval" on the top right.

'''Note''': Ensure that you have added an approver from the team tab before sending the Template for approval. You can add one of the multiple approvers.

== Tagging Attributes inside another Attribute value in Templates ==

You can authorize users to tag an Attribute inside another choice or multi-select Attribute, so that the same Attribute tag can be used within the Agreement or Template. 

<br/> In ICI, you can:

*Tag an Attribute inside the values of choice and multi-select type of Attributes
*Tag Attributes at the Template Variable, Contract Type and Attribute Library levels
*Search for other Attribute types that can be nested or tagged and have been configured for the selected Contract Type
*Append prefix and postfix text to the tagged Attribute
*Tag for nested Attributes using Bulk Upload and Excel Add-in.
*Tag for nested attributes is resolved during Document Assembly using Word Add-in
*Reverse sync which is driven by the same flag that is currently used for tagged Attributes
*Have only one level nesting<br/>  

<u>'''Remember:'''</u>

*In ICI, the internal name ($abc) for the choice Attribute will be displayed and this value will not get resolved.
*When this field is used in the Agreement/ Template as a tagged Attribute, the tagging is resolved during document assembly and the mapped variable is displayed in the document. The document will always display the actual value of the referred Attribute. 
*If the referred Attribute has no available value and it is selected from the choice list, then no value will be displayed in the document during document assembly.
*If the referred Attribute is removed from the Contract Type, a notification message is displayed stating that the Attribute may be tagged somewhere else.

 

 

 

 

 

'''Related Topics: '''[[Create_a_Template_in_ICI_Word_Add-in|Create a Template in ICI Word Add-in]] | [[Approve/Reject_a_Template|Approve/Reject a Template]] | [[Rule|Rule]] | [[Agreement_Management|Agreement Management]] | [[Clauses|Clauses]] | [[Bilingual_Templates|Bilingual Templates]] | [[ICI_Add-ins|ICI Add-ins ]]| [[Release_Notes|Release_Notes]] | [[Saved_Searches|Saved Searches]] | [[Using_Advanced_Search|Using Advanced Search]]

Templates

2022-02-02T10:21:14Z

Shefali DK:

= Templates =

A template is a framework that represents a standard layout for an Agreement. The "Templates" menu enables you to manage all aspects of a template. From here, you can:

*View and manage all your Templates from the Template Details page.
*Create and upload a Template through Create Template page
*Create Template through Word Add-ins
*Edit Template through the Template Details page.

== Templates Index Page ==

Navigate to the "Templates" index page by clicking on the "Templates" collapsible navigation menu on the top.  This page displays the most current version of a Template regardless of its status.
<div class="image-green-border">[[File:8.0-TemplateM-Index-Att.png|720px|8.0-TemplateM-Index-Att.png]]</div>
From this page you can:

*Search templates from Search or the Advanced Search option on the top of the page.
*Filter the search from "Refine_View" on the left.
*View details of the template on the "Templates" details page by clicking on the "View Details"'' ''eye'' ''icon on the far right. 
*View the template in word document format by clicking on the "Preview Document" under the three dots (...) in the last column of the grid.

Refer to Saved Searches and Agreements page for more details on index page functionalities.

== Template Access Management ==

Template Access Management is now enhanced and is available through a technical configuration. When turned On, the access control for Templates is driven by the Organization Unit (OU) or the Team. 

OU can be configured in 2 ways:

*Template access is dependent on the highest level of the OU and since everyone belongs to the OU so they have access by default if they are part of the team.
*Through a technical configuration, you now have the ability to change the access based on the OU of the user who is creating the Template. For example, if user John Doe is part of the Sales OU and the team, then Templates created by John Doe can be accessed by all users in the Sales OU and those belonging to the Template team.

Additionally, you can add members to the Template team through Event Rules, thus saving time for manually adding users to the Team. The support for the Observer role is extended to the Template Library as well through Role Action Mapping. 
<div class="note-box">Note: This feature is applicable to ICI Web UI and the .JS version of Word Add-in. </div>
== Searching Templates ==

You can search for templates either from the advanced search page or from Templates Page to:

*View its details
*Check the status
*Edit it

You can find a specific template you are looking for from the Templates index page using one of these 4 methods:

*Global Search and Advance Search on the top of the page
*Category Search under "Refine View" on the left
*Saved Searches
*Searches pinned as Favorites

=== Category Search ===

Follow these steps to search for templates using the Category drop-down:

1. '''Click''' the "Templates"''''' '''''tile or navigation menu on the top. This opens the Templates Index Page displaying all the existing Templates.

2. Use the "Categories" drop-down in the left "Refine View" pane to narrow down the templates and find the exact one you are looking for. For example, search by status, created by or the status changed, date, among many other options. This displays all the options that match the selected category.

3. '''Select '''the desired criteria by marking the boxes next to that option. Only the templates matching these specified criteria are displayed.

4. '''Narrow '''your search further by typing specific keywords in the "Custom Keyword" field and then '''click''' "Apply". You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example: 

*APP*: displays agreements only in the APPROVED and WAITING FOR APPROVAL states
*?PP*: displays agreements only in the APPROVED and WAITING FOR APPROVAL states
*APP*: OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states     

5. You can also type free text in the "Refine Search Here..."'' '' search box on top of the page. A list of relevant agreements is displayed.

=== Saved Searches ===

Follow these steps to use your saved searches:

1. '''Click''' the "Templates" '' ''tile or navigation menu on the top of the page. This opens the Templates page displaying all the existing templates.

2. '''Apply '''filters to get the exact templates you are searching for and '''click '''"Save View" on the top of the records grid to save the search. 

3. You can view the already saved searches under the "More Views" drop-down on the title bar to the left.

 Refer to [[Using_Advanced_Search|Using_Advanced_Search]] for details on saving a search. This displays the templates matching the criteria defined in the saved search.

Refer to the [[Saved_Searches|Saved_Searches]] wiki page for details on saving a search.

=== Searches pinned as Favorites ===

 Under the "More Views" drop-down on the title bar to the left, you can pin the search to the bar above the grid for quick access.

Refer to the Saved Searches wiki page for details on saving a search.

=== Searching Templates based on the Extended Template Metadata ===

Users have the flexibility to use attributes of masterdata as extensions to any template, agreement, or associated document while creating or editing the instance.

Users can search and retrieve required templates using these extended attributes as search parameters through Template index page search, Advanced Search, Global Search, and Saved Search. Extended attributes are available in search facets drop-downs along with regular attributes. This considerably improves the efficiency of the search facility.

To search templates on the Template Index page:

1. '''Click''''' ''"Templates" at the top of the page on the main navigation menu. The "Templates" page opens with all existing templates.

2. '''Select''' extended attribute as a search parameter in the "Categories" drop-down in the "Refine View" left pane.. All matching Templates are displayed. For example, select the extended attribute "MSL Country Name String" in "Categories". All Templates with "MSL Country Name String" containing "Canada" are displayed on the template index page.

3. '''Filter''' your search further by selecting and typing specific extended attribute values in the "Custom keyword" field and then '''click "'''Apply". For example, select "Custom keyword" as India with operator "Exactly". Only Templates containing MSL Country Names''as''Canada and India are displayed.
<div class="image-green-border">[[File:8.0-TemplateM-Extended-Att.png|720px|8.0-TemplateM-Extended-Att.png]]</div>
Users can search templates by extended attributes using the "Advanced Search" and "Saved Search".

The Advanced Search page appears on clicking "Advanced" at the top beside the search box.<br/> On the Advanced Search Page, '''select '''"Template" in the "Entity" drop-down and '''type '''extended attribute in the "Refine Search here…" search box. Refer to Using Advanced Search for details on using search filters, operators, and options.<br/> Users can save the search criteria with extended attributes as search parameters and use them as "global" or local Saved Search. Refer to Saved Searches for details on saving a search. Refer to Using Advanced Search wiki pages for details on retrieving a Saved Search.

== Creating a Template ==

To create a Template in ICI:

1. '''Click''' the "Templates" collapsible menu bar on the top. The "Templates" index page opens.
<div class="image-green-border">[[File:8.0-TemplateM-Create-indexpage.png|720px|8.0-TemplateM-Create-indexpage.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click''' "Create" on the far right in the title bar, the "Create Template" page opens.</div> <div class="image-green-border">3. The "Create Template" page has a numbered navigation bar with the following four tabs:</div>
#Template Details
#Template Variables 
#Team
#Verify

*All the tabs are clearly visible upfront in the numbered navigation bar below the title bar. The current tab number is highlighted to easily identify where the user is in the wizard workflow.
*The numbered navigation bar is made sticky to view the steps even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” at the bottom of the page to go to the next step in the wizard workflow.

'''Note''': <span style="background-color:#FFFFFF;">(<span style="color:#FF0000;">*</span></span>) denotes a mandatory field. ICI displays an error message if a mandatory field is left empty.
<div class="image-green-border">[[File:8.0-Template Management Create page1.PNG|520px|8.0-Template Management Create page1.PNG]]</div>
=== Template Details ===

The "Details" tab consists of some mandatory fields, while the rest of the fields are optional. 

1. Enter the basic details in the following fields:

*Contract Type Name: '''Select''' a "Contract type" from the drop-down list for which you want to create a Template.
*Name: '''Type''' an appropriate name for the Template.
*Template Code: The Template Code is auto-generated.
*Is Bilingual Template: Toggle on to define the template as bilingual and set both its languages.

2. When the Is Bilingual Template attribute is set to Yes, it displays the additional fields to select the secondary languages for the template with its language-specific date and time formats. 

*Template Language: '''Select''' the primary language for the Template.
**Date Format: Select the date format according to the selected language.
**Time Format: Select the time format according to the selected language.
*Template Secondary Language: Select the secondary language for a bilingual Template. Selecting a secondary language is mandatory when a Template is defined as bilingual.
**Secondary Language Date Format: Select the date format according to the selected secondary language.
**Secondary Language Time Format: Select the time format according to the selected secondary language.
*Primary Template: '''Select''' "Yes" if this is the Primary Template. This feature helps define the primary Template in a specific language, and you can define secondary Templates in other languages if needed.
<div class="image-green-border">[[File:8.0 Template Management Create-Bi-Lingual.PNG|720px|8.0 Template Management Create-Bi-Lingual.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. If you do not set the Template as Primary, then you need to select a Primary Template to link to the current template you are creating. The Linked Primary Template field is displayed when you set the Primary Template flag to "No".</div>
*Linked Primary Template: This section opens when you select "No" for the Primary Template option. Select a "Linked Primary Template" from the drop-down menu to link this Template to it. Upon selecting the Primary Template to link to, the details of the selected templates are displayed below the field with the "Preview Template" link for reference.
*Effective From: '''Type''' or '''select''' the "Effective From" date using the calendar window.
*Effective To: '''Type''' or '''select''' the "Effective To" date using the calendar window.
*Description: '''Type''' a description for the Template.
*Version Comments: '''Type''' relevant comments for this version, such as what changes were made and why who they were approved by, or any other comments you may wish to add specific to this version.
*File: '''Click''' "Select File" to upload a Template from your local folder.
<div class="image-green-border">[[File:8.0-Template Management Create-Linke-Primary2.PNG|920px|8.0-Template Management Create-Linke-Primary2.PNG]]</div>
The Details page also displays the Template Additional Attributes from the Extended Template Entity. Enter the details in the "Template Additional Attributes" that are present if configured for your instance and displayed on the Template Details page.

The extended attributes are available under "Template Additional Attributes" if configured in your instance. The Extended Attributes are grouped under arrows or accordions to the right with a floating “Expand All/Collapse All” accordion icon on the right top.
<div class="image-green-border">'''Click '''on the search icon of Additional Attribute, for example, "Country Name String", a drawer opens. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Additional-Attr.png|720px|8.0-TemplateM-Create-Additional-Attr.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Select '''the country(s). The list of selected items will be displayed at the bottom in "Selected Records".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Lookupsearch.png|720px|8.0-TemplateM-Create-Lookupsearch.png]]</div>
'''Click''' "Next" to go to the "Template Variables" tab.

=== Template Variables - Attributes ===

Template Variables are the attributes that are part of the template. 

On this tab, you can either select the attributes from the Available Attribute section or Add new Attributes. The user can also set a Template Variable as conditional to the value of the Contract Type Attributes by setting the "Is Conditional" flag "On". For further information on Is Conditional flag, please refer to the section Adding conditional dependency on Template Variables.

'''To select the attributes from the already existing attributes:'''

1. ''' Select '''a desired attribute from the "Available Attributes" section or pane then '''click '''the right arrow icon. The attribute is added to the "Selected Attribute" section or pane.

3. '''Click '''the attribute that is added to the "Selected Attributes" section. The details of that attribute are populated in the "Attribute Details" pane. The title bar above the right pane shows the "Attribute Details" label appended with the selected Attribute name.

4. '''Edit '''the details of the attribute, if required. For example, Display Name, Help Message, etc.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes.PNG|920px|8.0-Template Management Create-Attributes.PNG]]</div>
5. '''Define '''the attribute with the help of flags at the bottom such as "Is Default"'', ''"Is Editable", etc.
<div class="note-box">'''Note''': By default, the "Is Inherit On Amendments" property is "On" for attributes. The configurator should consider the behavior of the rest of the attribute properties along with "Is Inherit On Amendments" before setting it to "Off" while creating or updating templates.</div>
6. After editing the details, '''Click '''"Save" on the top right corner. The Template Variables are added to the Template that you are creating.
<div class="image-green-border">[[File:8.0-Template Management Create-Attributes2.PNG|920px|8.0-Template Management Create-Attributes2.PNG]]</div> <div class="image-green-border"><br/> '''To add the new attribute: '''</div>
1. '''Click '''"New Attribute". The "Add Attributes"'' ''section or pane opens in right. 

2. '''Enter '''the "Display Name".'' ''For example, "Area Landmark"''.''

3. '''Enter '''the "Html Prompt": Buttons are provided to “Add”, “Modify/View” the Html. If you are adding the value for the first time, the “Add” button will be displayed. Once the value is added, “Modify/View” will be displayed.

3. '''Select''' the "Data Type". Additional related fields are displayed based on the selected "Data Type" option.

For example, when the data type is selected as "Choice", the field to "Add", arrange option values with up-down arrows, the A to Z icons to sort the choice values, and the field to choose UI Control Type between Dropdown and Radio button (for values less than eight) are displayed. When Data Type is selected as "MultiSelectChoice", options Dropdown and Checkbox (for values less than eight) are displayed.
<div class="image-green-border">[[File:8.0-Template Management Create-choice-Attribute.PNG|520px|8.0-Template Management Create-choice-Attribute.PNG]]</div>
4. '''Enter''' details in Group, Help Message, Source, Default Value'','' and other relevant fields.<br/> 5. Set the appropriate Boolean fields.<br/> 6. '''Click''' "Save" on the top right. The attribute is added to the Template.

'''Configuring File Selection template variable as read-only'''

In ICI, you can upload a document file using the file selection attribute type. ICI provides an option to disable the user-defined "File Selection" attribute at the template variable level thereby preventing unintentional or intentional tampering with the document.

Configurators can configure a user-defined file selection template variable as editable or non-editable on ICI User Interface. Business users cannot edit the uploaded documents but can still preview and download these read-only documents.
<div class="note-box">'''Note:''' All file selection attributes are editable by default.</div>
The system can still attach a file through a read-only file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.

7. '''Click "'''Next". The "Team" tab opens.

=== Team  ===

This section helps you in selecting different roles for your Template.

You can add 3 roles which are:

*'''Approver''': approves or rejects the Template after reviewing it.
*'''Secondary Owner''': works with the Primary owner or alone if the Primary owner is not available. Both these roles have the same privileges.
*'''Contributor''': can review the Template, but can’t make any changes or take action. Any comments related to it are sent to the Primary owner or Secondary owner.

You can assign a role to an individual or a group of team members. The individual and group are denoted by different icons. For example, the screenshot below has a Secondary Owner, First approver, and a group of team members as Contributor. More than one approver can be added with different step numbers.
<div class="image-green-border">[[File:8.0-Template Management Create-Team.PNG|920px|8.0-Template Management Create-Team.PNG]]</div>
To add different roles:

*'''Click''' the "Add Team Member". This opens the "Add User" drawer from the right.
*Select the role from the drop-down and the users for that specific role. You can search and filter the users using the Filter icon in the top left of the user's grid.
*Selecting a role of an approver displays a "Step Number" field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The approval flows sequentially according to the step number. You can "Remove" an Approver or "Disable" from the approval flow.
*'''Click''' "Add"'''. '''The users just added will be seen under Team.
<div class="image-green-border">[[File:8.0-TemplateM-Creat-Teampng.png|720px|8.0-TemplateM-Creat-Teampng.png]]</div>
=== Verify ===

Here you can review and verify all the information entered on the previous tabs of the "Create Template" wizard workflow before clicking on "Create". If you wish to edit anything, click "Previous". Changes can be discarded from any of the tabs in the workflow using "Discard".

The floating accordion icon of "Expand All/Collapse All" at the top and arrow icons to expand and collapse individual groups, both are available on this tab as well as the details tab.
<div class="image-green-border">[[File:8.0-Template Management Create-Verify.PNG|720px|RTENOTITLE]]</div>
Once created the template gets into the Draft state.

== Template Details Page ==

The preview for a template will be displayed along with the template details in a side-by-side view on the Template Details page. The preview will display clause text and clause comments with their revisions for all static and rule-based clauses which are tagged in the template.
<div class="image-green-border">[[File:8.0-Template Management Details-page.PNG|920px|8.0-Template Management Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
On this page, you can see the current status of the template along with other details such as Template Variables, Version, History, Team and Notes. You can also perform various actions depending upon your role and the state of the template.

Here are the details you can see on this page when you click on different sections at the top:

*Details: displays the name of the template, status, version, by whom the template was created and so on. It also shows the complete set of metadata of that template. Only the primary owner can edit the values of these metadata.

          The details are grouped under headings. You can Collapse/Expand All groups with the button given on top right.

[[File:8.0-Template Management T-Details1.PNG|720px|8.0-Template Management T-Details1.PNG]]

*Extension Attribute/ Template Variables: this section will appear only if extension attributes are added to the template other than contract attributes. It displays all extension attributes of the specific template.
*Versions: displays the different versions of that template that are created. Whenever a template is edited and saved,[[Javascript:void('Remove_Div')|Remove Div]] a new version of the template gets added in this section. You can choose either the old or the new one for your agreement.
*History: displays the entire life cycle of the template till now
*Team: displays the members that are added to the team working on this template through its complete life cycle. '''Click''' the "Add Team Member"  button to add more members.

You can add individual or group of team members, approvers, contributors and so on. If there are multiple approvers you can assign a Step Number for prioritizing. You can "Remove" or "Disable" an approver from the approval flow.

[[File:8.0-Template Management T-3-Details.PNG|720px|8.0-Template Management T-3-Details.PNG]]

*Notes: displays all the comments which are added while accepting or rejecting the template. 

You can perform the following actions from the Template Details page:

*Download the template 
*Send for Approval: when the template is created through Word Add-in, it stays in draft state until you send it for approval.
*Delete: this option will be shown only if the template is in draft state. When you delete the template it completely goes off from the record.
*Edit the template
*Terminate: terminate the template when you don't want to use the specific template anymore but still want to keep the one in records.
</div>
Click on "Send for Approval" on the top right''',''' to send it further for approvals, or click "Edit" if you want to update any field.

The Approver gets a notification about the Template, who can then review and approve it. Once approved, the Template is ready for use.

== Adding conditional dependency on Template Variables ==

The functionality of the conditional dependency on Template Variables for Agreement Attributes can be achieved by any user with Manage access on the "Templates" tile by enabling the "Is Conditional" flag for each Template Variable when creating or editing a Template. When "Is Conditional" is On, a user is able to set a dependent condition on the Template Variable.

The following conditions decide the dependency between the Template Variable and Contract Type Attribute:  

*When "Depends on Contract Type Attribute" is "On" then it displays the Contract Type Attribute in the "Depends On Attribute" drop-down list. 
*When "Depends on Contract Type Attribute" is "Off" then it displays the Template Variable in the "Depends On Attribute" drop-down list. 

For each selected Attribute from the "Depends On Attribute" drop-down list, the user can then enter the "Depends On Value" that will drive the dependency.

=== Adding the dependency between Contract Type Attributes and Template Variables ===

To add dependency between Contract Type Attributes and Template Variables:<br/> <br/> '''Refer '''to the "Template Variables - Attributes" section while "Creating a Template".

1. '''Select '''the Attribute in "Selected Attribute" to display its details on the right pane. For example, "AddressLine1"<br/> 2. '''Toggle '''the "Is Conditional" flag "On" for the Selected Variable to add the conditional dependence between the Template Variable and Contract Type Attribute. <br/> 3. '''Toggle''' the "Depends on Contract Type Attribute" flag "On".<br/> 4. '''Select '''the Attribute from the "Depends On Attribute" drop-down list where you want to add Contract Type Attribute level dependency for a Template Variable. For example, "Region Name".
<div class="note-box">'''Note''': For each selected Attribute, the user can enter the Depends On Value which will drive the dependency.</div>
5.  '''Enter '''the dependent single or multiple values or '''toggle '''the "Depends On Value" flag based on the selected Attribute Data Type. For example, for "Region Name" the values put are "Asia|Europe|Africa" (all values pipe separated) 

This means the "AdressLine1" Template Variable depends on Contract Type Attribute "Region Name" of Contrat Type "Automation Basic Agreement" on the following dependent values: Asia, Europe, and Africa.

6.  '''Click "'''Save". The Attribute updated successfully message is displayed. 
<div class="note-box">'''Note''': If you want to change the Contract Type after saving a Template Variable by going back to the Details tab of Create Template page, a message is displayed indicating that Template Variables are conditional on the selected Contract Type and changing the Contract types will clear Template related date.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create-Template-Variables.PNG|920px|8.0-Template-Mangement-Create-Template-Variables.PNG]]</div>
<br/> 7.  '''Click '''"Next". The Team tab opens. <br/> 8.  '''Click '''"Create". The Template gets created. <br/> 9.  '''Click '''"Send For Approval" to initiate the approval process. 

Once the template with dependency on Contrat Type is approved you can see the dependency while creating an agreement. 
<div class="note-box">'''Note''': While editing a Contract Type, if you remove a Parent Attribute on which a Template Variable is dependent, a message is displayed indicating that if the attribute is removed it may impact rules, templates, template variables, and clauses, etc. </div>
When defining the Template Variables, a user needs to consider the following rendering conditions:
<div class="image-green-border">[[File:20-Tem.PNG|720px|20-Tem.PNG]]<br/> <br/> The dependency of Template Variables on an Agreement </div>
To view the dependency of Template Variables on an Agreement:<br/> 1.  '''Click '''the "Agreements"  tile or main navigation menu on the top. The "Agreements" index page opens.<br/> 2.  '''Click'''  "Create" on the far right on top. The "Create Agreement" page opens.<br/> 3.  '''Select''' the Contract Type "Category" from the drop-down list. For example, "Default".<br/> 4.  '''Select''' the Contract Type from the Contract Type Name drop-down list same that was selected for templates. For example, "Arithmetic Basic Agreement".<br/> 5.  '''Select''' the "Type Of Paper" from the drop-down list. For example, "Own".<br/> 6.  '''Click''' "Next". The "Create Agreement – Automation Basic Agreement" Attribute page opens, which displays all Contract Type Attributes.
<div class="image-green-border">[[File:8.0-Template-Mangement-Create Agreement2.PNG|520px|8.0-Template-Mangement-Create Agreement2.PNG]]</div> <div class="image-green-border"><br/> 7.  Type''' '''the "Region Name" as "Africa" or "Asia" or "Europe" as per the options we mentioned in "Depend On Value" in the above section.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-TemplateM-Create-Agreement.png|720px|8.0-TemplateM-Create-Agreement.png]]<br/>  </div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of the Template Variable, depends on the inherited values of the Agreement Attribute.</div>
9.  '''Click "'''Next". The "Select Template" page opens.<br/> 10.  '''Select '''the "Template"  for whom the dependency attribute is set. For example, "PrimaryTemplateArithmeticCT".

'''Note:''' For the template to appear on the "Select Template" page it's required to configure a "Rule".
<div class="image-green-border">[[File:8.0-TemplateM-Create-TemplatesTab.png|720px|8.0-TemplateM-Create-TemplatesTab.png]]<br/>  <br/> 11.  '''Click "'''Next". The "Template Variables" section opens displaying the values of the Attribute "AddressLine1" defined while creating the Template that the attribute will appear conditionally while we type "Africa", or Asia, or Europe in Region Name.<br/>  </div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes. </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Template-Mangement-Create Template-variable-Agreement.PNG|520px|8.0-Template-Mangement-Create Template-variable-Agreement.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>

== Editing a Template  ==

You can edit a template at any state, to make changes to the effective date, team, and so on. However, when you edit an approved Template, you have to get it approved again.

To edit the existing Template:

1. On the "Templates" index'' ''page''', click '''the View Details eye icon of the Template you want to view. The "Templates" Details page opens providing the summary of the template.
<div class="image-green-border">[[File:8.0-Template Management Edit-Details-page.PNG|720px|8.0-Template Management Edit-Details-page.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">
Choose from the following options those are displayed on the top right of the Template Details page:

*Download Document: '''Click''' to save the Template to your local computer.
*Edit: '''Click''' to make changes to the Template.
*Send For Approval: '''Click''' to send the Template to the approver.

'''Note''': The options that are displayed vary according to the type of Template and privileges assigned to your user id. 
</div> <div class="image-green-border">2. '''Click '''"Edit"''. ''The "Edit Template" wizard with the "Details" tab opens.</div> <div class="image-green-border">3. '''Edit '''the desired fields. You can edit the existing description or version comments information. You can upload a new template file or replace an existing template as well.</div>
4. '''Click''' "Next". The "Team" tab opens. Add or delete the team members, if required.

5. '''Click "'''Next"''. ''The "Verify" tab opens. Verify the changes made to the Template.

6. Choose one of the following:

*'''Click''' "Previous" to go back and make changes to the information that you have entered.
*'''Click''' "Update" to update the Template.
*'''Click''' "Discard" to discard the changes.
<div class="image-green-border">The details of the updated Templates are displayed. Preview of the Template opens on the right side of the page.</div>
== Sending a Template for Approval  ==

After you create a Template, it is in ''Draft'' state. The Template must be approved to be able to use it to create an agreement.

To send a Template for approval:

1. '''Navigate '''to the "Templates" Details page as mentioned in above section of "Editing a Template".

2. '''Click '''"Send for Approval" on the top right.

'''Note''': Ensure that you have added an approver from the team tab before sending the Template for approval. You can add one of the multiple approvers.

== Tagging Attributes inside another Attribute value in Templates ==

You can authorize users to tag an Attribute inside another choice or multi-select Attribute, so that the same Attribute tag can be used within the Agreement or Template. 

<br/> In ICI, you can:

*Tag an Attribute inside the values of choice and multi-select type of Attributes
*Tag Attributes at the Template Variable, Contract Type and Attribute Library levels
*Search for other Attribute types that can be nested or tagged and have been configured for the selected Contract Type
*Append prefix and postfix text to the tagged Attribute
*Tag for nested Attributes using Bulk Upload and Excel Add-in.
*Tag for nested attributes is resolved during Document Assembly using Word Add-in
*Reverse sync which is driven by the same flag that is currently used for tagged Attributes
*Have only one level nesting<br/>  

<u>'''Remember:'''</u>

*In ICI, the internal name ($abc) for the choice Attribute will be displayed and this value will not get resolved.
*When this field is used in the Agreement/ Template as a tagged Attribute, the tagging is resolved during document assembly and the mapped variable is displayed in the document. The document will always display the actual value of the referred Attribute. 
*If the referred Attribute has no available value and it is selected from the choice list, then no value will be displayed in the document during document assembly.
*If the referred Attribute is removed from the Contract Type, a notification message is displayed stating that the Attribute may be tagged somewhere else.

 

 

 

 

 

'''Related Topics: '''[[Create_a_Template_in_ICI_Word_Add-in|Create a Template in ICI Word Add-in]] | [[Approve/Reject_a_Template|Approve/Reject a Template]] | [[Rule|Rule]] | [[Agreement_Management|Agreement Management]] | [[Clauses|Clauses]] | [[Bilingual_Templates|Bilingual Templates]] | [[ICI_Add-ins|ICI Add-ins ]]| [[Release_Notes|Release_Notes]] | [[Saved_Searches|Saved Searches]] | [[Using_Advanced_Search|Using Advanced Search]]

Sending agreements for approval during bulk creation

2022-02-02T10:19:47Z

Shefali DK:

= Sending Agreements for Approval during Bulk Creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1. '''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

== Creating Bulk Agreements from the Model Agreement ==

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|600px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|520px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
 9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

 10. '''Click '''on "Agreements" on top. The Agreement index page opens.<br/>  11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]</div>
 12. '''Click the '''View icon next to one of the agreements. The Agreement page opens.<br/> The agreement is created in the Approved state as there are no Approvers added to the Team under the Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for Bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring Enable Template''ReEvaluation attribute in the bulk configuration masterdata contract type. When Enable Template ReEvaluation attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. ''

*When Enable Template ReEvaluation attribute is set to Yes, the Template Selection''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.''
*When the Enable Template ReEvaluation attribute is set to No, the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''T''emplate selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.</div>
=== Configuring a Masterdata Attribute ===

#'''Click''' "Configure" > "Masterdata". The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click "'''Edit". The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''"Update". The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation5.PNG|720px|8.0-AGreements-Approval-Bulk-Creation5.PNG]]</div> <div class="image-green-border"> </div>
 

=== Creating Bulk Agreements from Model Agreement ===

#'''Click "'''Agreements" on top. Agreement Details page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click "'''Next". The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation6.PNG|720px|8.0-AGreements-Approval-Bulk-Creation6.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the "Enable Bulk Agreement" Creation to "Yes".<br/>       5. '''Enter '''the details in the remaining fields and '''click '''"Next". The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click "'''Next".<br/>       8. '''Click "'''Create and Publish". The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation7.PNG|720px|8.0-AGreements-Approval-Bulk-Creation7.PNG]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''a batch name and '''click '''Ok. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.<br/> When Enable Template ReEvaluation''attribute is set to ''Yes'', the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. ''

To view bulk created agreements:

#'''Click '''"Agreements"''' '''on top. The Agreements index page opens.
#'''Search '''for the bulk created agreements with the batch name provided during the bulk creation process. For example, BulkApprovalBatch. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click the '''View Details eye icon in the right for one of the agreements. The Agreement Details  page opens.</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]<br/>      ''</div> <div class="image-green-border">4. '''Click '''the '''"'''Split View" button on the top right corner. The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''[[File:8.0-AGreements-Approval-Bulk-Creation9.PNG|720px|8.0-AGreements-Approval-Bulk-Creation9.PNG]]''</div> <div class="image-green-border">'' ''</div>
Here, the template of bulk agreement is different than the template of model agreement as the Enable Template ReEvaluation is set to Yes in bulk configuration masterdata, and the Template Selection rule is re-evaluated and assigned a different template for bulk agreement creation.

 

 

 

 

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

Sending agreements for approval during bulk creation

2022-02-02T10:18:43Z

Shefali DK:

= Sending Agreements for Approval during Bulk Creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1. '''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

== Creating Bulk Agreements from the Model Agreement ==

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|600px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|520px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
 9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

 10. '''Click '''on "Agreements" on top. The Agreement index page opens.<br/>  11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]</div>
 12. '''Click the '''View icon next to one of the agreements. The Agreement page opens.<br/> The agreement is created in the Approved state as there are no Approvers added to the Team under the Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring Enable Template''ReEvaluation attribute in the bulk configuration masterdata contract type. When Enable Template ReEvaluation attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When Enable Template ReEvaluation attribute is set to Yes, the Template Selection''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the Enable Template ReEvaluation attribute is set to No, the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''T''emplate selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.</div>
=== Configure a masterdata attribute ===

#'''Click''' "Configure" > "Masterdata". The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click "'''Edit". The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''"Update". The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation5.PNG|720px|8.0-AGreements-Approval-Bulk-Creation5.PNG]]</div> <div class="image-green-border"> </div>
 

=== Create bulk agreements from model agreement ===

#'''Click "'''Agreements" on top. Agreement Details page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click "'''Next". The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation6.PNG|720px|8.0-AGreements-Approval-Bulk-Creation6.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the "Enable Bulk Agreement" Creation to "Yes".<br/>       5. '''Enter '''the details in the remaining fields and '''click '''"Next". The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click "'''Next".<br/>       8. '''Click "'''Create and Publish". The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation7.PNG|720px|8.0-AGreements-Approval-Bulk-Creation7.PNG]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''a batch name and '''click '''Ok. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.<br/> When Enable Template ReEvaluation''attribute is set to ''Yes'', the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. ''

To view bulk created agreements:

#'''Click '''"Agreements"''' '''on top. The Agreements index page opens.
#'''Search '''for the bulk created agreements with the batch name provided during the bulk creation process. For example, BulkApprovalBatch. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click the '''View Details eye icon in the right for one of the agreements. The Agreement Details  page opens.</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]<br/>      ''</div> <div class="image-green-border">4. '''Click '''the '''"'''Split View" button on the top right corner. The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''[[File:8.0-AGreements-Approval-Bulk-Creation9.PNG|720px|8.0-AGreements-Approval-Bulk-Creation9.PNG]]''</div> <div class="image-green-border">'' ''</div>
Here, the template of bulk agreement is different than the template of model agreement as the Enable Template ReEvaluation is set to Yes in bulk configuration masterdata, and the Template Selection rule is re-evaluated and assigned a different template for bulk agreement creation.

 

 

 

 

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

Sending agreements for approval during bulk creation

2022-02-02T10:17:47Z

Shefali DK:

= Sending Agreements for Approval during Bulk Creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

== Creating Bulk Agreements from the Model Agreement ==

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|600px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|520px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
 9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

 10. '''Click '''on "Agreements" on top. The Agreement index page opens.<br/>  11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]</div>
 12. '''Click the '''View icon next to one of the agreements. The Agreement page opens.<br/> The agreement is created in the Approved state as there are no Approvers added to the Team under the Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring Enable Template''ReEvaluation attribute in the bulk configuration masterdata contract type. When Enable Template ReEvaluation attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When Enable Template ReEvaluation attribute is set to Yes, the Template Selection''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the Enable Template ReEvaluation attribute is set to No, the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''T''emplate selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.</div>
=== Configure a masterdata attribute ===

#'''Click''' "Configure" > "Masterdata". The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click "'''Edit". The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''"Update". The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation5.PNG|720px|8.0-AGreements-Approval-Bulk-Creation5.PNG]]</div> <div class="image-green-border"> </div>
 

=== Create bulk agreements from model agreement ===

#'''Click "'''Agreements" on top. Agreement Details page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click "'''Next". The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation6.PNG|720px|8.0-AGreements-Approval-Bulk-Creation6.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the "Enable Bulk Agreement" Creation to "Yes".<br/>       5. '''Enter '''the details in the remaining fields and '''click '''"Next". The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click "'''Next".<br/>       8. '''Click "'''Create and Publish". The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation7.PNG|720px|8.0-AGreements-Approval-Bulk-Creation7.PNG]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''a batch name and '''click '''Ok. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.<br/> When Enable Template ReEvaluation''attribute is set to ''Yes'', the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. ''

To view bulk created agreements:

#'''Click '''"Agreements"''' '''on top. The Agreements index page opens.
#'''Search '''for the bulk created agreements with the batch name provided during the bulk creation process. For example, BulkApprovalBatch. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click the '''View Details eye icon in the right for one of the agreements. The Agreement Details  page opens.</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]<br/>      ''</div> <div class="image-green-border">4. '''Click '''the '''"'''Split View" button on the top right corner. The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''[[File:8.0-AGreements-Approval-Bulk-Creation9.PNG|720px|8.0-AGreements-Approval-Bulk-Creation9.PNG]]''</div> <div class="image-green-border">'' ''</div>
Here, the template of bulk agreement is different than the template of model agreement as the Enable Template ReEvaluation is set to Yes in bulk configuration masterdata, and the Template Selection rule is re-evaluated and assigned a different template for bulk agreement creation.

 

 

 

 

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

Sending agreements for approval during bulk creation

2022-02-02T10:15:33Z

Shefali DK:

= Sending Agreements for Approval during Bulk Creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

== Creating Bulk Agreements from the Model Agreement ==

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|600px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|520px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
 9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

 10. '''Click '''on "Agreements" on top. The Agreement index page opens.<br/>  11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]</div>
 12. '''Click the '''View icon next to one of the agreements. The Agreement page opens.<br/> The agreement is created in the Approved state as there are no Approvers added to the Team under the Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>
== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation5.PNG|720px|8.0-AGreements-Approval-Bulk-Creation5.PNG]]</div> <div class="image-green-border"> </div>
 

=== Create bulk agreements from model agreement ===

#'''Click "'''Agreements" on top. Agreement Details page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation6.PNG|720px|8.0-AGreements-Approval-Bulk-Creation6.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the "Enable Bulk Agreement" Creation to "Yes".<br/>       5. '''Enter '''the details in the remaining fields and '''click '''"Next". The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click "'''Next".<br/>       8. '''Click "'''Create and Publish". The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation7.PNG|720px|8.0-AGreements-Approval-Bulk-Creation7.PNG]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''a batch name and '''click '''Ok. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.<br/> When Enable Template ReEvaluation''attribute is set to ''Yes'', the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''"Agreements"''' '''on top. The Agreements index page opens.
#'''Search '''for the bulk created agreements with the batch name provided during the bulk creation process. For example, BulkApprovalBatch. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click the '''View Details eye icon in the right for one of the agreements. The Agreement Details  page opens.</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]<br/>      ''</div> <div class="image-green-border">4. '''Click '''the '''"'''Split View" button on the top right corner. The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''[[File:8.0-AGreements-Approval-Bulk-Creation9.PNG|720px|8.0-AGreements-Approval-Bulk-Creation9.PNG]]''</div> <div class="image-green-border">'' ''</div>
Here, the template of bulk agreement is different than the template of model agreement as the Enable Template ReEvaluation is set to Yes in bulk configuration masterdata, and the Template Selection rule is re-evaluated and assigned a different template for bulk agreement creation.

 

 

 

 

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

Sending agreements for approval during bulk creation

2022-02-02T10:11:13Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

== Creating Bulk Agreements from the Model Agreement ==

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|600px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|520px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on "Agreements" on top. The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]</div>
      12. '''Click the '''View icon next to one of the agreements. The Agreement page opens.<br/> The agreement is created in the Approved state as there are no Approvers added to the Team under the Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>

=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation5.PNG|720px]]</div> <div class="image-green-border"> </div>

=== Create bulk agreements from model agreement: ===

#'''Click "'''Agreements" on top. Agreement Details page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation6.PNG|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation7.PNG|720px]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''"Agreements"''' '''on top. The Agreements index page opens.
#'''Search '''for the bulk created agreements with the batch name provided during the bulk creation process. For example, BulkApprovalBatch. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click the '''View Details eye icon in the right for one of the agreements. The Agreement Details''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px]]<br/>       4. '''Click the "'''Split View" button'' ''on the top right corner. The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation9.PNG|720px]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the Enable Template ReEvaluation is set to Yes in bulk configuration masterdata, and the Template Selection''rule is re-evaluated and assigned a different template for bulk agreement creation.

 

 

 

 

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

Sending agreements for approval during bulk creation

2022-02-02T10:10:29Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

=== Create bulk agreements from the model agreement ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|600px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|520px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on "Agreements" on top. The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]</div>
      12. '''Click the '''View icon next to one of the agreements. The Agreement page opens.<br/> The agreement is created in the Approved state as there are no Approvers added to the Team under the Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>

=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation5.PNG|720px]]</div> <div class="image-green-border"> </div>

=== Create bulk agreements from model agreement: ===

#'''Click "'''Agreements" on top. Agreement Details page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation6.PNG|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation7.PNG|720px]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''"Agreements"''' '''on top. The Agreements index page opens.
#'''Search '''for the bulk created agreements with the batch name provided during the bulk creation process. For example, BulkApprovalBatch. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click the '''View Details eye icon in the right for one of the agreements. The Agreement Details''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px]]<br/>       4. '''Click the "'''Split View" button'' ''on the top right corner. The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation9.PNG|720px]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the Enable Template ReEvaluation is set to Yes in bulk configuration masterdata, and the Template Selection''rule is re-evaluated and assigned a different template for bulk agreement creation.

 

 

 

 

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

File:8.0-AGreements-Approval-Bulk-Creation9.PNG

2022-02-02T10:08:59Z

Shefali DK:

Sending agreements for approval during bulk creation

2022-02-02T10:01:20Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

=== Create bulk agreements from the model agreement ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|600px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|520px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on "Agreements" on top. The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]</div>
      12. '''Click the '''View icon next to one of the agreements. The Agreement page opens.<br/> The agreement is created in the Approved state as there are no Approvers added to the Team under the Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>

=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation5.PNG|720px]]</div> <div class="image-green-border"> </div>

=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

File:8.0-AGreements-Approval-Bulk-Creation5.PNG

2022-02-02T09:58:37Z

Shefali DK:

Sending agreements for approval during bulk creation

2022-02-02T09:56:12Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

=== Create bulk agreements from the model agreement ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|600px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|520px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on "Agreements" on top. The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px|8.0-AGreements-Approval-Bulk-Creation4.PNG]]</div>
      12. '''Click the '''View icon next to one of the agreements. The Agreement page opens.<br/> The agreement is created in the Approved state as there are no Approvers added to the Team under the Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-02T09:54:11Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

=== Create bulk agreements from the model agreement ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on "Agreements" on top. The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation4.PNG|720px]]</div>
      12. '''Click '''View icon next to one of the agreement. The Agreement page opens.<br/> The agreement is created in Approved state as there are no Approvers added to the Team under Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-02T08:15:22Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

=== Create bulk agreements from the model agreement ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px|8.0-AGreements-Approval-Bulk-Creation8.1.PNG]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''Ok. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''View icon next to one of the agreement. The Agreement page opens.<br/> The agreement is created in Approved state as there are no Approvers added to the Team under Approvers tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>
== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|400px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-02T08:11:01Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

=== Create bulk agreements from model agreement: ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG|600px]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''The window for entering the batch name for bulk creation opens. ''</div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|400px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

File:8.0-AGreements-Approval-Bulk-Creation8.1.PNG

2022-02-02T08:09:39Z

Shefali DK:

Sending agreements for approval during bulk creation

2022-02-02T08:07:55Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

=== Create bulk agreements from model agreement: ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' [[File:8.0-AGreements-Approval-Bulk-Creation8.PNG|720px]]''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''The window for entering the batch name for bulk creation opens. ''</div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-02T07:58:50Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

=== Create bulk agreements from model agreement: ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on three dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border">'' ''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''The window for entering the batch name for bulk creation opens. ''</div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

File:8.0-AGreements-Approval-Bulk-Creation8.PNG

2022-02-02T07:58:26Z

Shefali DK: Shefali DK uploaded a new version of File:8.0-AGreements-Approval-Bulk-Creation8.PNG

Sending agreements for approval during bulk creation

2022-02-02T07:45:11Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

== Configuring a Masterdata Attribute ==

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

 

=== Create bulk agreements from model agreement: ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on''Three Dots on the Agreement Details page.''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">'' ''</div> <div class="image-green-border">''The window for entering the batch name for bulk creation opens. ''</div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>
== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-02T07:44:12Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

 

=== To configure a masterdata attribute: ===

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click '''"Agreements". The Agreement Index page opens. '''Click '''"Create" on the top right. The "Create Agreement" page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px|8.0-AGreements-Approval-Bulk-Creation2.PNG]]</div> <div class="image-green-border"><br/>  5. '''Enter '''the details in the remaining fields and '''click "'''Next". The Template Selection page opens.<br/>  6. '''Select '''the Template. <br/>  7. '''Click '''"Create and Publish". The model agreement is created.</div> <div class="image-green-border"> 8. '''Click "'''Generate Bulk Contracts" on''Three Dots on the Agreement Details page.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-02T07:29:58Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

 

=== To configure a masterdata attribute: ===

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click "'''Agreements" > Create  The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px|8.0-AGreements-Approval-Bulk-Creation3.PNG]]</div>
 3. '''Click '''"Next". The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to "Yes".</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation2.PNG|720px]]</div> <div class="image-green-border"><br/>       5. '''Enter '''the details in the remaining fields and '''click "'''Next". The "Template Selection" page opens.<br/>       6. '''Select '''the Template. <br/>       7. '''Click '''Create and Publish. The model agreement is created.</div> <div class="image-green-border"><br/>       8. '''Click '''Generate Bulk Contracts ''on ''Three Dots icon .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 4.png|720px|Safadbc 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-02T07:26:24Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

 

=== To configure a masterdata attribute: ===

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click "'''Agreements" > Create  The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px]]</div>
 3. '''Click '''Next. The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 3.png|720px|Safadbc 3.png]]</div> <div class="image-green-border"><br/>       5. '''Enter '''the details in remaining fields and '''click '''''Next''. The ''Template Selection'' page opens.<br/>       6. '''Select '''the Template. <br/>       7. '''Click '''Create and Publish. The model agreement is created.</div> <div class="image-green-border"><br/>       8. '''Click '''Generate Bulk Contracts ''on ''Three Dots icon .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 4.png|720px|Safadbc 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

File:8.0-AGreements-Approval-Bulk-Creation1.1.PNG

2022-02-02T07:18:37Z

Shefali DK:

File:8.0-AGreements-Approval-Bulk-Creation1.PNG

2022-02-02T07:15:31Z

Shefali DK: Shefali DK uploaded a new version of File:8.0-AGreements-Approval-Bulk-Creation1.PNG

File:8.0-AGreements-Approval-Bulk-Creation1.PNG

2022-02-02T07:14:22Z

Shefali DK: Shefali DK uploaded a new version of File:8.0-AGreements-Approval-Bulk-Creation1.PNG

File:8.0-AGreements-Approval-Bulk-Creation1.PNG

2022-02-02T07:13:49Z

Shefali DK: Shefali DK uploaded a new version of File:8.0-AGreements-Approval-Bulk-Creation1.PNG

File:8.0-AGreements-Approval-Bulk-Creation1.PNG

2022-02-02T07:13:10Z

Shefali DK: Shefali DK uploaded a new version of File:8.0-AGreements-Approval-Bulk-Creation1.PNG

Sending agreements for approval during bulk creation

2022-02-01T17:09:33Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

 

=== To configure a masterdata attribute: ===

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click "'''Agreements" > Create  The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation3.PNG|520px]]</div>
 3. '''Click '''Next. The Attributes page opens.
<div class="image-green-border"> 4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 3.png|720px|Safadbc 3.png]]</div> <div class="image-green-border"><br/>       5. '''Enter '''the details in remaining fields and '''click '''''Next''. The ''Template Selection'' page opens.<br/>       6. '''Select '''the Template. <br/>       7. '''Click '''Create and Publish. The model agreement is created.</div> <div class="image-green-border"><br/>       8. '''Click '''Generate Bulk Contracts ''on ''Three Dots icon .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 4.png|720px|Safadbc 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>

== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-01T17:07:56Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

 

=== To configure a masterdata attribute: ===

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click "'''Agreements" > Create  The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:Safadbc 2.png|720px|Safadbc 2.png]]</div>
      3. '''Click '''Next. The Attributes page opens.
<div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 3.png|720px|Safadbc 3.png]]</div> <div class="image-green-border"><br/>       5. '''Enter '''the details in remaining fields and '''click '''''Next''. The ''Template Selection'' page opens.<br/>       6. '''Select '''the Template. <br/>       7. '''Click '''Create and Publish. The model agreement is created.</div> <div class="image-green-border"><br/>       8. '''Click '''Generate Bulk Contracts ''on ''Three Dots icon .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 4.png|720px|Safadbc 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>
== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-01T17:06:10Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

=== To configure a masterdata attribute: ===

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''"Edit". The "Edit Masterdata" page opens.

4. '''Select '''"Send for Approval" in the "Target Workflow Action" attribute.

5'''. Click '''"Update". The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement > Create  The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:Safadbc 2.png|720px|Safadbc 2.png]]</div>
      3. '''Click '''Next. The Attributes page opens.
<div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 3.png|720px|Safadbc 3.png]]</div> <div class="image-green-border"><br/>       5. '''Enter '''the details in remaining fields and '''click '''''Next''. The ''Template Selection'' page opens.<br/>       6. '''Select '''the Template. <br/>       7. '''Click '''Create and Publish. The model agreement is created.</div> <div class="image-green-border"><br/>       8. '''Click '''Generate Bulk Contracts ''on ''Three Dots icon .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 4.png|720px|Safadbc 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>
== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-01T15:30:09Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

=== To configure a masterdata attribute: ===

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2. '''Click '''the"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens'''.'''
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''Edit. The Edit Masterdatapage opens.

4. '''Select '''Send for Approval value in Target Workflow'''Action'''attribute.

5'''. Click '''Update. The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement > Create  The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:Safadbc 2.png|720px|Safadbc 2.png]]</div>
      3. '''Click '''Next. The Attributes page opens.
<div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 3.png|720px|Safadbc 3.png]]</div> <div class="image-green-border"><br/>       5. '''Enter '''the details in remaining fields and '''click '''''Next''. The ''Template Selection'' page opens.<br/>       6. '''Select '''the Template. <br/>       7. '''Click '''Create and Publish. The model agreement is created.</div> <div class="image-green-border"><br/>       8. '''Click '''Generate Bulk Contracts ''on ''Three Dots icon .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 4.png|720px|Safadbc 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>
== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-01T15:28:51Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

=== To configure a masterdata attribute: ===

1.'''Click '''"Configure" > "Masterdata". The "Masterdata" index page opens.

2.'''Click '''the'''"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px|8.0-AGreements-Approval-Bulk-Creation0.PNG]]</div>
3'''. Click '''Edit. The Edit Masterdatapage opens.

4.'''Select '''Send for Approval value in Target Workflow'''Action'''attribute.

5'''. Click '''Update. The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement > Create  The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:Safadbc 2.png|720px|Safadbc 2.png]]</div>
      3. '''Click '''Next. The Attributes page opens.
<div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 3.png|720px|Safadbc 3.png]]</div> <div class="image-green-border"><br/>       5. '''Enter '''the details in remaining fields and '''click '''''Next''. The ''Template Selection'' page opens.<br/>       6. '''Select '''the Template. <br/>       7. '''Click '''Create and Publish. The model agreement is created.</div> <div class="image-green-border"><br/>       8. '''Click '''Generate Bulk Contracts ''on ''Three Dots icon .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 4.png|720px|Safadbc 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>
== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

Sending agreements for approval during bulk creation

2022-02-01T15:26:59Z

Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

=== To configure a masterdata attribute: ===

#'''Click "'''Configure" > "Masterdata". The "Masterdata" index page opens.
#'''Click the '''"View Details" eye icon next to the existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation0.PNG|720px]]</div>
#'''Click '''Edit. The Edit Masterdatapage opens.
#'''Select '''Send for Approval value in Target Workflow'''Action'''attribute.
#'''Click '''Update. The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.PNG|720px|8.0-AGreements-Approval-Bulk-Creation1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement > Create  The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:Safadbc 2.png|720px|Safadbc 2.png]]</div>
      3. '''Click '''Next. The Attributes page opens.
<div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 3.png|720px|Safadbc 3.png]]</div> <div class="image-green-border"><br/>       5. '''Enter '''the details in remaining fields and '''click '''''Next''. The ''Template Selection'' page opens.<br/>       6. '''Select '''the Template. <br/>       7. '''Click '''Create and Publish. The model agreement is created.</div> <div class="image-green-border"><br/>       8. '''Click '''Generate Bulk Contracts ''on ''Three Dots icon .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 4.png|720px|Safadbc 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>
== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

File:8.0-AGreements-Approval-Bulk-Creation0.PNG

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Shefali DK:

Sending agreements for approval during bulk creation

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Shefali DK:

= Sending agreements for approval during bulk creation =

Users can send agreements for approval as a part of bulk creation process by configuring ''Target Workflow Action'' attribute in the bulk configuration masterdata contract type.

=== To configure a masterdata attribute: ===

#'''Click "'''Configure" > "Masterdata". The "Masterdata" index page opens.
#'''Click '''View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata details page opens.
#'''Click '''Edit. The Edit Masterdatapage opens.
#'''Select '''Send for Approval value in Target Workflow'''Action'''attribute.
#'''Click '''Update. The masterdata will be updated.
<div class="image-green-border">[[File:8.0-AGreements-Approval-Bulk-Creation1.PNG|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">When the value of configuration attribute Target Workflow Action in masterdata is Send For Approval, and bulk agreements are generated on the model agreement:</div>
*Approvers get added to the agreement’s team based on the configured rules.
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
*If no approver is present in the agreements team, the agreement will be approved directly and its status will be updated as Approved.
*When the value of Target Workflow Action is Publish, agreements will be created in Draft status.

=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement > Create  The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">[[File:Safadbc 2.png|720px|Safadbc 2.png]]</div>
      3. '''Click '''Next. The Attributes page opens.
<div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 3.png|720px|Safadbc 3.png]]</div> <div class="image-green-border"><br/>       5. '''Enter '''the details in remaining fields and '''click '''''Next''. The ''Template Selection'' page opens.<br/>       6. '''Select '''the Template. <br/>       7. '''Click '''Create and Publish. The model agreement is created.</div> <div class="image-green-border"><br/>       8. '''Click '''Generate Bulk Contracts ''on ''Three Dots icon .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 4.png|720px|Safadbc 4.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The window for entering the batch name for bulk creation opens. </div>
      9. '''Enter '''a batch name and '''click '''''Ok''. For example: Bulk Approval Batch 112 
<div class="image-green-border">[[File:Safadbc 5.png|720px|Safadbc 5.png]]</div>
The Batch created successfully message is displayed and the bulk agreements are created from model agreement.

To view bulk created agreements:

      10. '''Click '''on Agreement > Agreements on . The Agreement index page opens.<br/>       11. '''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, BulkApprovalBatch. The list of all bulk agreements with that batch  name opens.
<div class="image-green-border">[[File:Safadbc 6.png|720px|Safadbc 6.png]]</div>
      12. '''Click '''''View ''icon next to one of the agreement. The ''Agreement ''page opens.<br/> The agreement is created in ''Approved ''state as there are no ''Approvers ''added to the ''Team ''under ''Approvers ''tab.
<div class="image-green-border">When there are approvers added to the agreements team, the agreement is sent for approval as part of bulk creation process and created with status as ''Waiting for Approval''.</div>
== Configuring Templates for bulk Agreements ==

Users can decide whether Model agreement and bulk agreements would have same template during the bulk creation process by configuring ''Enable Template ReEvaluation ''attribute in the bulk configuration masterdata contract type. When ''Enable Template ReEvaluation'' attribute in masterdata is set to Yes, the templates used for creating bulk agreements will be different than parent model agreement. 

*When''Enable Template ReEvaluation'' attribute is set to ''Yes'', the ''Template Selection ''rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different than model agreement depending on the configured rules.
*When the ''Enable Template ReEvaluation'' attribute is set to ''No'', the template used for bulk created and model agreements will be same.
<div class="note-box">'''Note: '''Any ''Template selection'' rule configured for bulk creation will not be evaluated if ''Enable Template ReEvaluation'' value is ''No''.</div>
=== Configure a masterdata attribute: ===

#'''Click''' Configure > Masterdata > Masterdata. The Masterdata index page opens.
#'''Click''' View icon next to existing bulk configuration masterdata Bulk Config for All Data Type CT. The masterdata Details page opens.
#'''Click '''Edit. The Edit Masterdata page opens.
#'''Toggle''' Enable Template ReEvaluation to Yes.
#'''Click '''Update. The masterdata is updated.
<div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 7.PNG|720px|Safadbc 7.PNG]]</div> <div class="image-green-border"> </div>
=== Create bulk agreements from model agreement: ===

#'''Click '''Agreement Management > Create Agreement. The Create Agreement page opens.
#'''Select '''the agreement contract type configured for bulk creation in the Contract Type Name field. For example, Agreement CT with all DataType Attributes.
<div class="image-green-border">      3. '''Click '''Next. The Attributes page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 8.png|720px|Safadbc 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">      4. '''Toggle '''the Enable Bulk Agreement Creation to Yes.<br/>       5. '''Enter '''the details in remaining fields and '''click '''Next. The Select Template page opens.<br/>       6. '''Select '''the Template. For example, AB model agreement template.</div> <div class="image-green-border">      7. '''Click '''Next.<br/>       8. '''Click '''Create and Publish. The model agreement is created with the selected template.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 9.png|720px|Safadbc 9.png]]</div> <div class="image-green-border"><br/>           9. '''Click '''Three Dots Icon''' '''& then''' '''Generate Bulk Contracts. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 10.png|720px|Safadbc 10.png]]</div>
The window opens for entering the batch name for bulk creation.

<br/>       10. '''Enter '''abatch name and '''click '''''Ok''. 
<div class="image-green-border">[[File:Safadbc 11.png|720px|Safadbc 11.png]]</div>
''The Batch created successfully message'' is displayed and the bulk agreements are created from model agreement.<br/> When ''Enable Template ReEvaluation ''attribute is set to ''Yes'', the ''Template Selection'' rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be same or different from model agreement depending on the configured rules. 

To view bulk created agreements:

#'''Click '''on''Agreement '' on . The ''Agreements ''index page opens.
#'''Search '''for the bulk created agreements with the the batch name provided during bulk creation process. For example, ''BulkApprovalBatch''. The list of all bulk created agreements with that batch name opens.
<div class="image-green-border">      3. '''Click '''View icon next to one of the agreement. The ''Agreement Details ''page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 12.png|720px|Safadbc 12.png]]<br/>       4. '''Click '''Split View button'' ''in on top right corner . The agreement preview opens on the same page right side as a splited view.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Safadbc 13.png|720px|Safadbc 13.png]]</div> <div class="image-green-border"> </div>
Here, the template of bulk agreement is different than the template of model agreement as the ''Enable Template ReEvaluation'' is set to ''Yes ''in bulk configuration masterdata and the ''Template Selection ''rule re-evaluated and assigned different template for bulk agreement creation.

 

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

File:8.0-AGreements-Approval-Bulk-Creation8.PNG

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File:8.0-AGreements-Approval-Bulk-Creation7.PNG

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File:8.0-AGreements-Approval-Bulk-Creation6.PNG

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File:8.0-AGreements-Approval-Bulk-Creation4.PNG

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File:8.0-AGreements-Approval-Bulk-Creation3.PNG

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File:8.0-AGreements-Approval-Bulk-Creation2.PNG

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File:8.0-AGreements-Approval-Bulk-Creation1.PNG

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Agreement Details Page

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Shefali DK:

 

 

= Agreement Details Page =

You can see the current status and all the information related to the Agreement in various sections on the left navigation on the Agreement Details page. You can also perform various actions depending upon your role and the state of the Agreement.

 

== Navigating to Agreement Details Page ==

To navigate to the Agreement Details page:

1. '''Click '''"Agreements" on the main navigation menu on the top.
<div class="image-green-border">[[File:8.0-Agreement-Details-0.PNG|600px|8.0-Agreement-Details-0.PNG]]</div>
The "Agreements" Index page opens listing all agreements.
<div class="image-green-border">[[File:8.0-Agreement-Details-1.PNG|720px|8.0-Agreement-Details-1.PNG]]</div>
2. '''Click '''the eye icon on the far right in the Actions column corresponding to the Agreement you want to view the details. The "Agreements" Details page opens.
<div class="image-green-border"> [[File:8.0-Agreement-Details-2.PNG|720px|8.0-Agreement-Details-2.PNG]]</div> <div class="image-green-border"> </div>
== Title Bar ==

The Agreement Details page has a title bar with breadcrumbs and the name of the agreement and agreement code on the left. On the right in the title bar, different action buttons are displayed such as "Smart Links", "Download" and so on. If there are more action buttons then those are visible under the three dots. On the extreme right, an option to "Split View" to preview the Agreement is provided. If the "Visualize AI" option is enabled, it is displayed next to "Split View".

The status of the agreement like "Draft", "Waiting for Approval", "Approved", "Executed" and so on is displayed below the title on the left. 
<div class="image-green-border">[[File:8.0-Agreement Details-TitleBar.png|720px|8.0-Agreement Details-TitleBar.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">If the Chevron view is enabled it will be displayed before the status. Refer  "Upfront Chevron View of Agreement Journey" section on the [[Working_with_Agreements|Working with Agreements]] page for more details.</div>
== Left Navigation Pane ==

Below the title bar, the Agreement has a horizontally collapsible left navigation pane. The left pane is in a collapsed state by default and can be expanded by clicking the hamburger icon of "Expand Menu" on the top. It can be then collapsed by an arrow on the "Menu" title bar.

In the collapsed mode, icons of menu options are displayed. Hovering on the options the detail option name is visible.

The options appearing on the left pane are configurable on both collapsed and expanded views. Few options are visible only on expanded mode, for example, "Version", "History" and so on if not configured on the collapsed pane.

Here are the details you can see on both collapsed and expanded left navigation pane:

{| border="1" cellpadding="1" cellspacing="1" style="width: 397px;"
|-
! scope="col" style="width: 163px;" | Collapsed
! scope="col" style="width: 208px;" | Expanded
|-
| style="width: 163px;" | <div class="image-green-border">[[File:8.0-Agreement Detaile-Left-Nav-pane-collapsed.png|120px|8.0-Agreement Detaile-Left-Nav-pane-collapsed.png]]</div>
| style="width: 208px;" | <div class="image-green-border">[[File:8.0-Agreement Detaile-Left-Nav-pane.png|160px|8.0-Agreement Detaile-Left-Nav-pane.png]]</div>
|}
<div class="image-green-border"> </div>
=== Dashboard ===

ICI has introduced a new feature dedicated to viewing Agreements in a better and more streamlined manner – “Agreement Dashboard”. It is the first menu or tab configured in the agreement details left navigation pane.
<div class="image-green-border">[[File:8.0-Agreement-Dashboard.PNG|720px|8.0-Agreement-Dashboard.PNG]]</div>
Here are the key aspects of the Dashboards menu:

*When the Dashboards menu is clicked, the agreement dashboards are displayed on the right.
*Agreement Dashboard can be configured to be the landing page for users by an admin.
*The default dashboard displayed on clicking “Dashboards” is the core seeded dashboard that comes with ICI.   
*Multiple agreement dashboards can be configured for Agreement entity or contract type and role, and are displayed in tabs.
*Multiple tiles or widgets are displayed, based on configuration by the admin. On clicking “View More” each widget is directed to the respective tab displayed on the left pane of the Agreement details page eventually displaying the respective page.  For example, the "Contract Overview": This widget displays the details of the agreement like “Created By”, “Created On”, “Agreement Code” etc. The “View More” link is provided to navigate to the agreement “Details” page.
*The count of the records under each widget is displayed beside the widget name. . For example, "Team | 2 records"

Standard user preferences-based settings apply to the agreement dashboard as well, for example, “View More” opening in the same or new tab or setting widget text colors.

 

=== Summary ===

*The sub-title "Summary" is displayed below the title bar on the left.
*The collapsible left navigation pane with different tabs is present to the left of the Summary.
<div class="image-green-border">[[File:8.0-Agreement-Details-5-Summary.PNG|720px|8.0-Agreement-Details-5-Summary.PNG]]</div>
*On clicking “Split View” on the extreme right in the title bar, a collapsible “Preview” pane appears on the right of the Summary.
*The "click here" link is at the top of the preview to download the full document in PDF format.
*Attribute’s summary will be displayed in multiple column layouts and the number of columns displayed varies based on the screen area available after expanding both the left pane and preview pane (Split View).
*Users can scroll the middle summary section separately from the left and right pane.
*The preview pane opens with a default width of 40% and closes on collapsing.
*Users can drag and maximize /minimize the preview manually with a minimum of 30% and a maximum of 70%.

Refer to "Previewing an Agreement" for more details on Preview.

The screenshot below shows the Summary with both the left pane and preview in expanded mode.
<div class="image-green-border">[[File:8.0-Agreement-Details-6-Summary-splitview.PNG|720px|8.0-Agreement-Details-6-Summary-splitview.PNG]]</div>
*Each column of data has the attribute label (in uppercase) on the top line and the value displayed below the label. The attributes with no value are denoted by two dashes.
*The mandatory attributes like Agreement "Created By" and "Created ON" will be displayed on the top-most section.

*The top-most section of the summary also includes the attributes like "Parent Record" showing parent-child linkage and the Contract Request–Contract link.
<div class="image-green-border">[[File:8.0-Agreement Summary-2.png|720px|8.0-Agreement Summary-2.png]]</div>
*Below the top-most section, the attributes are grouped under headings like "Basic Information", "Region Selector" and so on that can be collapsed and expanded individually or all at the same time using the Collapse/Expand all button at the top right.

'''Note:''' User will not be able to see the attribute groups for which access is not enabled from Attribute group privileges.
<div class="image-green-border">
*You can view the Rich Text Area and download the "File Type". For example to view "Cover Letter Text" '''click '''"View" and click the download icon to download the "Contract Document".

[[File:8.0-Agreement Summary-4.png|720px|8.0-Agreement Summary-4.png]]

* Attributes like "Delegate Email Addresses" supporting multiple emails will show only the first email, and a count of others will be present along with it. On hover, a tooltip will reveal all email ids.

*The static messages such as “Locked By”, Template/File not available, Restricted Document Assembly, and so on will be present as information messages below the agreement title.
<div class="image-green-border">[[File:8.0-Agreement Summary-Locked.png|720px|8.0-Agreement Summary-Locked.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> </div>
=== Details ===

*Details: show the attributes of the Agreement along with the rich text area. Only the Primary Owner can edit the values of these attributes. Note, if the Primary Owner is replaced within the Team, the Primary Owner Name and Primary Owner Email fields will get updated with the current information.

 

=== Versions  ===
<div class="image-green-border">Shows the various versions created for the specific Agreement. Refer [[Versions|Versions]] page for more details on the Version tab.</div>
 

=== History ===

Shows the entire life cycle of the agreement till now. Refer [[History|History]] page for more details on the History tab.

 

=== Associations ===

The "Associations" tab has all associations listed that belong to the Contract Type. For example "ICMAutomationBasicAgreement" Contract Type.
<div class="image-green-border">[[File:8.0-Agreement-Details-7-Associations.PNG|720px|8.0-Agreement-Details-7-Associations.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">To view all the Associations:</div>
'''Click '''on the "All Associations" under the "Associations" tab in the left pane. The "All" tab is selected by default and all Associations including Peer, Parent-child, and so on will be displayed in a grid view on the right pane. Four separate tabs displaying the specific categories of associations can be viewed, For example, peer associations will be displayed under the "Peer" tab.

The grid view is similar to the Agreement index page grid with the collapsible "Refine View" pane on the filter for filtering grid view records. The action buttons "Refresh", "Select Columns" and "Export" are on the top right. The actions configured for the specific document are displayed under the three dots (...) actions column in the right. For example, "Preview Document", "View Smart Links", "Disassociate", "Inherit". 

 To view individual Association:

1. '''Expand '''the left pane by clicking on Expand Menu if the pane is collapsed'''.'''

2'''. Click '''on the individual association and the details will be displayed in the right pane in a grid view. The grid is similar to the agreement index page view with the "Save View" and "More Views" options. If the action buttons on the top right of the grid are more, they are displayed under three dots, in the end, For example, actions like "Export", Upload Template", "Download Template", "Configure Attributes". You can filter the records using the filter icon in the top left.
<div class="image-green-border">[[File:8.0-Agreement-Details-8-Associations.PNG|720px|8.0-Agreement-Details-8-Associations.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3. '''Click''' "Add" plus icon to add Associated Documents to the Agreement. </div> <div class="image-green-border">4. '''Click "'''Link Association" to link association.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Agreement-Left-Panel.PNG|200px|8.0-Agreement-Left-Panel.PNG]]</div>
 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.

This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:

*that has the Show File Drop Zone field set as Yes, and
*that does not contain any mandatory fields other than Name.

Associated Documents created using this Contract Type will have this feature enabled.

 

 

=== Deviations ===

Deviations allow you to add any changes to the Clauses. This may require the Agreement to be sent to the Deviation Approver for review and approval. 

You can add deviation and deviation approvers directly from the Deviations section. This eliminates the need to navigate to the Team tab to add the Deviation Approvers. 
<div class="image-green-border">
 

'''Adding Deviations'''

To view or add deviations for clauses:

1. '''Click''' the "View Details" eye icon on the "Agreements" index page. The Agreement Details page opens.

2. '''Click '''the "Deviations" tab in the left navigation pane that is collapsible horizontally. If no deviations are added the count on the Deviations tab is 0 and the right pane shows no records message with an active "Add Deviation" button on the top right.
<div class="image-green-border">[[File:8.0-Agreement-Details-10-Add-Deviations0.PNG|720px|8.0-Agreement-Details-10-Add-Deviations0.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">If Deviations are already present the count on the "Deviations" tab shows the number and the right pane displays all the deviations made to different clauses.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Agreement-Details-10-Add-Deviations.PNG|720px|8.0-Agreement-Details-10-Add-Deviations.PNG]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''To automatically add deviations, you have to download the agreement, modify the clauses and upload the agreement in ICI. To deviate a clause, the Deviation Analysis attribute should be set to Yes when creating the clause from the Create Clause page of Clause Management.</div>
3. '''Click '''"Add Deviation" to manually add deviations to the agreement’s clauses. The "Add Deviation" drawer opens.
<div class="image-green-border">[[File:8.0-Agreement-Details-10-0-Drawer-Add-Deviations.PNG|600px|8.0-Agreement-Details-10-0-Drawer-Add-Deviations.PNG]]</div>
*'''Click''' the search icon to select and add the deviated clause. You can view or download the clause with the eye icon in the right before changing.
<div class="image-green-border">[[File:8.0-Agreement-Details-10-2-Drawer-search-clause-Add-Deviations.PNG|720px|8.0-Agreement-Details-10-2-Drawer-search-clause-Add-Deviations.PNG]]</div>
*'''Enter''' the text for the deviated clause.
*'''Enter''' your comments for the deviated clause.
*'''Click''' "Save".
<div class="image-green-border">[[File:8.0-Agreement-Details-10-1-Drawer-Add-Deviations.PNG|720px|8.0-Agreement-Details-10-1-Drawer-Add-Deviations.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The deviation is added and displayed under the "Deviations" pane.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Agreement-Details-13-Deviation-added.PNG|720px|8.0-Agreement-Details-13-Deviation-added.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Once one deviation is added the "Add deviation Approver" button appears to the top right with three dots actions icon to the right top of the added deviation</div>
 

'''Viewing Deviations'''
<div class="image-green-border">Following actions are displayed under the three dots:</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Agreement-Details-Deviation-threedots.PNG|720px|8.0-Agreement-Details-Deviation-threedots.PNG]]</div> <div class="image-green-border"> </div>
*Deviation Comments
<div class="image-green-border">[[File:8.0-Agreement-Details-14-Deviation-comments.PNG|600px|8.0-Agreement-Details-14-Deviation-comments.PNG]]</div> <div class="image-green-border"> </div>
*Deviation Details
<div class="image-green-border">[[File:8.0-Agreement-Details-15-Deviation-Details.PNG|720px|8.0-Agreement-Details-15-Deviation-Details.PNG]]</div> <div class="image-green-border"> </div>
*Deviation History

[[File:8.0-Agreement-Details-Deviation-threedots-History.PNG|600px|8.0-Agreement-Details-Deviation-threedots-History.PNG]]

 

'''Removing Deviations'''

The option under the three dots to remove deviations:

*Remove Deviation

 

'''Adding Deviation Approver'''
<div class="image-green-border">'''Click''' "Add Deviation Approver" to manually add approvers for your deviated clauses. The "Add User" drawer opens with the "Deviation Approver" role selected. </div>
*'''Select '''the step number
*'''Select '''the clause.
*'''Select '''the approvers.
*'''Select'''  "Send Notification" at the bottom left. 
*'''Click''' "Add".
<div class="image-green-border">[[File:8.0-Agreement-Details-11-Drawer-Add-Deviation-Approver.PNG|720px|8.0-Agreement-Details-11-Drawer-Add-Deviation-Approver.PNG]]</div>
 

'''Approving Deviations'''

The buttons "Approve", "Reject" appear on the right of the deviation only for the Deviation Approver. To approve or reject deviations in one go, click the "Approve All" or "Reject All" in the top right bar.

 
<div class="image-green-border">[[File:8.0-Agreement-Details-16.PNG|720px|8.0-Agreement-Details-16.PNG]]</div>
Clicking the Approve and Reject buttons opens the "Deviation Details" drawer, displaying the details of the clause. You can verify the changes, put your comments, and click "Save". 
<div class="image-green-border">[[File:8.0-Agreement-Details-12-1-Drawer-Approve.PNG|720px|8.0-Agreement-Details-12-1-Drawer-Approve.PNG]]</div>
Once the approver approves the deviation, the status displayed changes from "Requires Approval" to  "Approved".

If all the deviations are approved or rejected at one go on clicking "Approve All" and "Reject All", the "Clear All" button appears to revert back all approvals and rejections.

When you have taken action as an approver for all the deviations, the "Approve All" and "Reject All" buttons will be disabled. 

'''Click''' "Save Changes" to save your changes.
<div class="image-green-border">[[File:8.0-Agreement-Details-17.PNG|720px|8.0-Agreement-Details-17.PNG]]</div>
'''Note''':

*Only deviations that are added manually can be removed. If deviations have been added by downloading the agreement and then uploading the agreement back to ICI, those deviations cannot be removed.
*Deviation approvers can also be added by defining rules from the Rules page.
*The Primary owner can send the reviewed agreement to the Deviation Approver. As a Deviation Approver, you can approve or reject clauses inside the agreement if a Deviation Approver role is assigned to you.
</div>
 

=== Amendments ===

Amendments allow you to make changes to the Executed/Expired/Terminated Agreements. This section will be blank if there are no Amendments made to the Agreement. The Amendments count on the left navigation pane indicates the number of amendments made to the base agreement.<br/> Clicking on the "Amendments" in the left navigation pane displays all the amendments of an agreement on the right. 

Refer [[Amendments|Amendments page]] for more details.
<div class="image-green-border">[[File:8.0-Agreement Details-Amendments.png|720px|8.0-Agreement Details-Amendments.png]]</div>
 

=== Commitments ===
<div class="image-green-border"> </div> <div class="image-green-border">Commitments display the Commitments that may have been manually added to the Agreement. Commitments are contractual obligations or deliverables that you may have for a particular Agreement. The Commitment functionality in ICI is used to track the action items and assign owners to each action item. ICI triggers email alerts to owners before the Commitment due date as reminders. When a Commitment is actioned, the Commitment State is reflected in the Commitments tab of the Agreement. On completion of respective tasks, owners update the status of Commitment in ICI. These states are visible on the Agreement Details and the Compliance Management pages.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Agreement-Details-Comittments1.PNG|720px|8.0-Agreement-Details-Comittments1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">Commitments are searchable using these new states and can be localized as per user preferences. Search allows you to search the localized values and the facet Search displays unique values of the commitment state names and the appropriate count. The existing Reports also reflect these localized values.</div>
 

=== Agreement Clauses ===

Agreement Clauses display the clauses that have been defined for this Agreement. These include Rule-based Clauses. The tab provides the details of the clause’s metadata as well as clause extension attributes if the Extended Clause Masterdata configuration is enabled in ICI.
<div class="image-green-border">[[File:8.0-Agreement Details-Agreement-Clauses.png|720px|8.0-Agreement Details-Agreement-Clauses.png]]</div>
 
<div class="image-green-border">'''Clause Approver'''</div> <div class="image-green-border"> </div> <div class="image-green-border">Clause Approver displays the clauses approver’s details that have been defined for this Agreement. The tab provides the details of clause’s metadata as well as clause extension attributes, if Extended Clause Masterdata configuration is enabled in ICI.</div>
 

=== Team ===
<div class="image-green-border"> </div> <div class="image-green-border">Team tab displays the members that are added to the team working on this Agreement for it's complete life cycle. You can add a team member with "Add new member" in the top right</div>
You can also Replace a User through the Team tab.

Refer [[Managing_Team_Members|Managing Team Members]] for more details
<div class="image-green-border">[[File:8.0-Agreement Details-Team.png|720px|8.0-Agreement Details-Team.png]]</div>
 

=== Notes ===

Notes display the comments added for the Agreement. See [[Notes|Notes]] page for more details. 
<div class="image-green-border">
 

 

=== Reports ===

'''Reports '''section shows reports that are agreement-specific and provide information that you are authorized to view. You can select filters and based on the permutation and combinations of the applied filter, the appropriate columns are displayed. 

The following reports are accessible on this page:

*Clause Deviations
*Association Report
*Attribute Value Report

[[File:8.0-Agreement Details Page18.PNG|300px|8.0-Agreement Details Page18.PNG]]
An error message is displayed if no results are generated or in case an incorrect filter is applied. You should be able to export the report into Excel, CSV or PDF. You can also schedule an email to be triggered when the report is generated. To learn more about these reports, go to the Agreement Details Page Reports page. All other reports can be viewed on various tabs of the Reports tile. To view other reports, go to the Reports Overview page.</div>
 

=== Actions ===
<div class="image-green-border"> </div> <div class="image-green-border">You can perform the following actions from an Agreement Details page on the top right:</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Agreement Actions.png|400px|8.0-Agreement Actions.png]]</div> <div class="image-green-border"> </div>
*Use "Smart Links" to see any documents related to the selected Agreement.
*"Lock" 
*"Edit" an Agreement to update any information which was either not provided or was not correct. You can preview uploaded .docx, .pdf, .ppt, .pptx, .msg and Images (.jpg, .jpeg, .png and .gif) and .xlsx documents on Edit Agreement page using the View Record icon provided next to the file name for a quick review. After editing, '''click''' Update and Publish so that all the team members can view the updated Agreement. 
*"Compare Documents" allows to compare the changes made between any two available Agreement Document versions. 

            To view and download the redlined document of the selected agreement versions:

 1. '''Click''' "Compare Documents". The "Compare Document Versions" split view pane is displayed.
<div class="image-green-border">[[File:8.0-Agreement Actions-CompareDocs.png|720px|8.0-Agreement Actions-CompareDocs.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">  2. '''Select''' the two versions that you want to compare.</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': The Agreement document version comparison always takes place between a higher version on the right panel and a lower version on the</div>
 3. '''Click'''  "Compare" A preview of the redline version is displayed.

The comparison preview will display clause text and clause comments with their revisions for all static and rule based clauses                         which are tagged and assembled in an agreement.
<div class="image-green-border">4. '''Click''' "Download Comparison" to download the redlined version of the Agreement document in .docx format. Any deleted text                     appears with a strikethrough and any added text is underlined.</div>
*"Send" the Agreement to various users within ICI.
*"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 Associated Documents instead of going through the entire list. '''Click''' Send For Approval. This opens Please select document(s) for approver review dialog box. '''Click''' Submit after selecting the required Associated Documents. 
*"Copy Record" to copy the existing Agreement. This option with be shown only if the Agreement is in the approved state.
*"Upload Signed Copy"  button will be available to Contract Admin and Primary as well as Secondary Owners , so they can scan an upload an Agreement manually signed by the Internal Signatory and proceed with the Workflow. The button will be available only when the Agreement is in the Waiting for Internal Signatory state. 
*"Upload Document"
*"Cancel"
*"Download" document. You can continue with the Agreement workflow seamlessly after a document has been downloaded. After downloading the document, you will be able to handle the:
**Workflow changes when a document is recalled
**Removal of an Agreement from Adobe Sign during recall
**Call back when a document is signed or rejected
**Workflow movement when a document is signed or rejected
*"Confidential"
*"Download All" you can download an Agreement with all Associated Documents attached to it.
<div class="image-green-border">When downloading a file in ICI, users can retain the original file name for any entity when uploading it to ICI, making it easier for users to identify and manage them. This is achieved through a technical configuration.<br/> This is applicable to agreements, amendments, associations and file attributes in agreements/associations.</div> <div class="image-green-border"> </div> <div class="note-box">'''Note:''' The original file name cannot be retained for existing files (like those uploaded using the Own type of paper) where a user has not uploaded the file, for ICI generated files, and when users perform operations like Recall or Reject.</div>
Users can download all associated documents together throughout the agreement and amendment lifecycle including the expired state. Users can also download agreement’s amendments with corresponding parent-child associations through the Download All action.
<div class="note-box">'''Note: '''The Administrator can control the access privileges for Download and Download All actions through Role Action Mapping, User Groups and Security Groups as per ICI existing functionality. By default, only primary owner and secondary owner can download all the associations of the agreements and amendments.</div>
The preview is available for documents in .docx, .pdf, .ppt, .pptx, .msg and Images (.jpg, .jpeg, .png and .gif), .xls and .xlsx file formats.
<div class="note-box">'''Notes''': 
The Download window for selective download can be enabled through technical configuration for the specific ICI instance.  

The Download All action will download all the components of an agreement (base agreement, agreement’s peer and parent-child associations, amendments and amendment parent-child associations) when the selective download is disabled.
</div>
The selected associations with the agreement are downloaded in a zip file on the agreement Details page.
<div class="image-green-border"> '''Click''' Show in folder. The downloaded file’s location on the machine opens.</div> <div class="image-green-border"> </div> <div class="image-green-border"> '''Extract''' and open the zip file.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Download associations and amendments7.png|600px|Download associations and amendments7.png]]</div> <div class="image-green-border">
The system will download the base agreement, and each selected Association, Amendment with selected amendment parent-child associations in separate folders.  

For example, selected Annexure1 Association is downloaded in ICMAnnexture1 folder and selected Amendments ICMMDLAgreementAmednment_11 and ICMMDLAgreementAmednment_12 are downloaded with corresponding selected associations in folders named Amendment_1 and Amendment_2. 
</div>
 

'''Reset the Expiry Date of the agreement and amendment'''

User can reset the expiry date of the expired agreement and amendments as per the business need.
<div class="note-box">'''Note:''' The Administrator can control the access to Reset Expiry Date action through Role Action Mapping, User Groups and Security Groups as per ICI existing functionality. By default, only Administrators and primary owner can reset expiry date of agreements and amendments.</div>
* On clicking "Reset Expiry Date" the "Reset Agreement Expiry Date" drawer opens.
<div class="image-green-border">[[File:8.0-Agreement Actions-Reset Expiry Date.png|600px|8.0-Agreement Actions-Reset Expiry Date.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Enter '''the "New Expiry Date" and click "Update". The agreement will move back to the previous state if the expiry date is set to a future date.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Agreement Actions-Reset Expiry Date-drawer.png|600px|8.0-Agreement Actions-Reset Expiry Date-drawer.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>
'''Assigning Executed Agreements:''' ICIs additional workflow state allows you to assign the executed Agreements to other parties with updated metadata, in order to fulfil obligations and responsibilities, depending on the business requirements. The assignment Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes as configured. Thus, the parent Agreement gets assigned to the new parties on the assignment date.

'''Terminating Executed Agreements:''' ICIs additional workflow state allows you to terminate executed Agreements.This is useful in business scenarios where an executed Agreement can be terminated only after executing a termination Agreement for it. The termination Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes including the termination date as per the configuration. Thus, the parent agreement gets terminated on that termination date.

 

== Adding a smart link for related entities to the left navigation pane ==

ICI Business Applications and Implementation Teams can to set smart link as a means of easy navigation across related entities.<br/> Configurators can:  

*Configure a smart link across any ICI entity that defines the entity relationships 
*Set the configured smart link in the left navigation pane and control its access privileges using ICI standard left pane configuration capabilities

Users can:

*Click on the left navigation link from an agreement contract type that will render the smart link result in grid 
*Access existing ICI grid’s capabilities such as searching, sorting, filtering or exporting results as CSV/Excel for Smart Link results

Any changes made to the smart link configuration, will reflect in any subsequent smart link results rendered from the left navigation pane. The filter/search will also work for the right pane grid.<br/> The smart link configured for left pane through saved search settings will only be available on the left navigation pane and will not appear in the 3 dots select action drop down and under Smart links icon on Entity Details page.

Let’s consider an example of entities related in multi-level hierarchy as Agreement > Obligations > Fulfillments. Earlier users had to navigate through obligations in order to access the child fulfillments. Users can now navigate directly from parent agreement to grandchild fulfillments using the smart link added to the agreement’s left navigation pane, thus saving number of clicks and page loads, and improving efficiency.
<div class="image-green-border"> </div>
=== Defining the relationship between entities using common attributes ===

Users can define the relationship between any non-related ICI entities using their common attributes by creating a smart link. Users can then add this link to the contract type’s left navigation pane for easy navigation to the linked entities.
<div class="image-green-border">The provision to configure these smart links is available on the Save Search window.</div> <div class="image-green-border"><br/> To create a Saved Search:</div> <div class="image-green-border">1.  '''Click '''"Advanced"  on the Home page. The Advanced Search page opens.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search.png|720px|8.0-Agreement Details- Advance-Search.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2.  '''Select '''the entity you want to create a smart link for, in "Entity". For example, Statement of Work.<br/> 3.  '''Apply '''the filters and keywords to fine-tune the search result you want and click "Search" for the search result to be displayed.</div> <div class="image-green-border"> </div> <div class="image-green-border">Refer to the "Saved Searches" page for more details on Advance Search.</div> <div class="image-green-border"> </div> <div class="image-green-border">4.  On the result page c'''lick '''"Save View" icon. The Save Search window opens.</div> <div class="image-green-border">5.  '''Enter  "'''View Name". <br/> 6.  '''Toggle '''the "Global Access to View" to Yes.<br/> 7.  Expand''' "'''Advanced Criteria" section. </div> <div class="image-green-border">8. '''Toggle '''the Smart Link to Yes to set up a smart link. More fields show up to set the smart link properties.</div> <div class="image-green-border">9.   '''Edit''' the query for the search criteria as required in Edit query field. To edit the query, replace the text in the [] brackets in the query with “?”. <br/> 10. '''Toggle '''the Smart Link for linked entities to Yes. This creates the smart link to the selected entity in the search, in this case, entityStatement of Work. More fields show up to set this smart link properties.</div> <div class="image-green-border">11.  '''Toggle '''the Treat Statement of Work as child contract to No. The field dynamically displays the name of the selected entity for which the smart link is being created.<br/> 12.  '''Select '''the contract type in the Linked entity field. The linked entity drop-down displays all contract types available in the ICI. For example, select Master Services Agreement. <br/> This field lets you link the selected entity with any other ICI contract type if they have common attributes. In this case, attribute Created By.</div> <div class="image-green-border">13.  '''Toggle '''the Treat Statement of Work as child contract to Yes. The Parent contracts field is displayed. The field displays only those contract types related as parent to the selected entity.<br/> 14.  '''Select '''the contract type in the Parent contracts field. For example, select Statement of Work.</div> <div class="image-green-border">15.  '''Toggle '''the Show on left pane to Yes. This will mark the configured smart link to be displayed on the left navigation pane of the selected contract type in the Linked entity or Parent contracts fields.</div> <div class="image-green-border">16.  '''Toggle '''For all contracts to Yes/No as required.<br/> 17.  '''Click '''Save. The smart link is created.</div> <div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search5.png|720px|8.0-Agreement Details- Advance-Search5.png]]<br/> The configured smart link in the saved search is then enabled on the selected contract type’s left navigation pane through technical configuration. The smart link can be added at any location on the left navigation pane on the entity details page. For Associations pane, configured smart link can be added either above or below All link, just before the individual associations links are displayed.<br/> For example, Statement of Work saved search created for Statement of Work contract type, is added as smart link to the Master Services Agreement on the left navigation pane.</div> <div class="image-green-border">18.  '''Click '''on the entity’s smart link tab. The smart link's saved search result will be displayed in the grid.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>
'''Related Topics: '''[[Agreement_Details_Page_Reports|Agreement Details Page Reports]] | [[Association_Management|Association Management]] | [[Adding_Supporting_Documents_to_an_Agreement|Adding Associations]] | [[Reports|Reports]] | [[Versions|Versions ]]| [[History|History ]]| [[Notes|Notes]]</div>

Add Manual Deviation

2022-01-31T18:27:04Z

Shefali DK:

= Add Manual Deviation =

In the third party review, the Third-party/Supplier makes modifications to the agreement/contract and sends it to the Primary Owner. The primary Owner (you) check for the deviated clause text that might need approval. After reviewing, the primary owner(you) add the deviated clause text manually by using the "Deviations" tab on the left navigation pane of the Agreement Details Page. Then, the primary owner(you) sends the contract for further approval.

 

Refer to the "Deviations" section on the [[Agreement_Details_Page|Agreement Details Page]] for more details.
<div><div style="float:left;width:68%;">
 
</div> </div> <div class="image-green-border"> </div> <div class="image-green-border">''' '''</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div>
 