ICIHelp8.2 - User contributions [en]

Notification Settings

2021-11-21T14:13:11Z

ShefaliDK:

= Notification Settings =

As an administrator, you can create various notification categories. These categories are then visible to the respective users under the Notifications page that appears on clicking the notification bell icon on the top right. When creating a subscription, you can place your subscription in the appropriate notification category. 

>> image showing menu options

== Notification Category ==

 

== Creating Notification Categories ==

To create a notifications category:

1. '''Click''' the ''Notification Settings'' tile On the ''User Administration'' page. The ''Notification Settings'' page opens.

2. '''Click''' the ''Create Notification Category ''button.'' ''
<div class="image-green-border"><br/>  </div> <div class="image-green-border">3. The ''Details'' tab opens.</div>
4. The created category appears on the ''All Notifications Category'' page.
<div class="image-green-border">[[File:Create Notification Category Details tab 7.8.PNG|360px|RTENOTITLE]]<br/>  </div>
5. '''Type''' an appropriate category name in the ''Category Name'' box, and '''click''' ''Save''.

== Editing Notification Categories ==

As an administrator, you can create as well as edit various notification categories.

To edit a notification category:

1. '''Click''' the ''Notification Settings'' tile on the ''User Administration'' page. The ''Notification Settings'' page opens.

2. '''Select''' the desired entity check box in the ''Notification Category Name'' panel and '''click''' the ''Edit ''button. The ''Details'' tab opens.

3. '''Type''' or '''update''' the category name In the ''Category Name'' box, and '''click''' ''Update''.
<div class="image-green-border">[[File:Edit notification category 7.8.PNG|360px|RTENOTITLE]]</div>
4. The updated notification category name appears on the ''All Notifications Category'' page.

== Creating a Subscription ==

Using Subscriptions, you can create user notifications and assign appropriate recipients. When creating a subscription:

*Define the entity or a task for which the notification to be sent.
*Define the event for which it will be sent.

'''To create a subscription''':

'''1. Click '''the ''Notification Settings'' tile on the ''User Administration'' page. The ''All Notifications Category'' page opens. All the existing notification categories are displayed on this page such as Agreement Notifications, Clause Notifications. Each notification category groups various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories.
<div class="image-green-border">[[File:Creating Subscription All Notification Category 7.8.png|360px|All Notification Category page]]</div>
2.''' Click''' the ''Subscription'' tile. The ''Subscriptions'' page opens. On this page you can see a list of all the existing Notification Templates and their details such as Template Name, Entity Name, Event and Category Name etc. You can also edit, delete, create, enable or disable a subscription using the respective buttons.
<div class="image-green-border">[[File:Creating Subscription Subscriptions page 7.8.png|720px|Subscriptions page]]</div>
3. '''Click '''the ''Create Subscription ''button''. ''The ''Create Subscription ''page opens.  

There are four tabs on this page:

*Details
*Template
*Recipient
*Verify
<div class="note-box">'''Note''': When creating or editing a subscription, the Administrator must make sure that he set his language preferences to English (United States). Otherwise an information message is displayed. Subscriptions can be created in English only. If you need your subscription in various languages, you can provide the localized content to the ICI configuration team to add it to the database through scripts. </div>
'''Details'''

Enter the mandatory fields:

*'''Type''' an appropriate Template Name for the subscription.
*'''Select''' an Entity Name such as ''Agreement''.
*'''Select''' an Event Name, such as ''Agreement Approved.''
*'''Select''' a Category Name such as ''Agreement Notifications''.
*'''Click''' ''Next''. The ''Template'' tab opens.
<div class="image-green-border">[[File:Creating Subscription Create Subscription page 7.8.png|560px|Create Subscription]]</div>
'''Template'''

On the ''Template'' tab, define a template for user notifications and email notifications:

*'''Type '''appropriate subject in the ''Template Subject'' box. All the notification emails using this template would have this content in the subject line.
*'''Type''' an appropriate message in the T''emplate Body.'' '''Click''' the ''Attributes'' list to tag respective attributes in the template body. You can also format the selected attributes by using menu options.
*'''Click''' ''Next''. The ''Recipient'' tab open.
<div class="image-green-border">[[File:Creating Subscription templates tab 7.8.png|720px|Templates tab]]</div>
'''Recipient'''

To add recipients:

1. '''Click '''the ''Add Recipients ''icon. The ''Add Recipients'' window opens.

2. '''Select''' ''User Roles ''such as Approver, Internal Reviewer etc.

3. '''Select '''''User Attributes'' such as Created By, Modified by etc.

4. '''Check '''the ''Action User'' box if necessary.

5. '''Select '''a desired user from the displayed list or search a user using the search bar.

6. '''Click''' ''Add''. The user name and role get added in the list.
<div class="image-green-border">[[File:Create Subscription Add reciepient 7.8.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': You can tag users in the Notifications Template using their usernames or Email IDs.</div>
 7. '''Click''' ''Next''. The ''Verify'' tab opens.

'''Verify'''

On this tab, verify all the information you entered for the Subscription.

'''Click''' ''Save'' to create the Subscription. Notifications will be sent as and when the respective event occurs.
<div class="image-green-border">[[File:Create Subscrption veriffy page 7.8.PNG|560px|RTENOTITLE]]</div>
Notification can be sent in multiple languages. If there are multiple recipients with different language preferences for the respective event. The language is identified from the language set by the Internal User and External user with login privileges in their ''Preferences''. One single email is sent to all the selected recipients with the content in different languages. The recipients can simply scroll through the email and read the content drafted in their preferred language.

 

== Configuring Email Type for Notification ==

Users can configure the notifications to be sent to email addresses captured in the agreement instance and also set the recipients email type (''To, Cc ''and ''Bcc'') and sender email type (''Reply To ''and ''From'') for the received emails.

To configure the subscription:

1. '''Click '''''User Administration > Notification Settings > Subscription'' on the ''Home ''page. The ''Subscriptions ''index page opens.

2. '''Click '''''Create Subscriptions''. The ''Create Subscription'' page opens.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions.png|720px|Configuring email type for notification subscriptions.png]]</div>
3. '''Enter '''a name in ''Template ''name. For example, ''Email Type configuration''.

4. '''Select '''the contract type in the ''Entity Name''. For example, ''ICI Master Service Agreement''.

5. '''Select '''the ''Event Name'' which you want to send the notification for. For example, ''Agreement Created''.

6. '''Select''' the ''Category Name''. For example, ''Agreement Notifications''.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions2.png|720px|Configuring email type for notification subscriptions2.png]]</div>
7. '''Click '''''Next''.

8. '''Enter '''the ''Template Subject'' and the ''Template Body''.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions3.png|720px|Configuring email type for notification subscriptions3.png]]</div>
9. '''Click '''''Next''. The ''Sender/Recipient'' tab opens.

10. '''Click '''''Add Sender/Recipients'' (plus) action icon. The ''Add Sender/Recipients ''window opens. 
<div class="image-green-border">[[File:Configuring email type for notification subscriptions4.png|720px|Configuring email type for notification subscriptions4.png]]</div>
To add users provisioned in the system:

11. '''Search''' for the user using ''Refine Search'' ''here'' search bar.

12. '''Select '''the checkbox corresponding to the user. For example, ''Jill Water''.

13. '''Select''' ''Email Type''. For example, ''To''.

14. '''Click''' ''Add''. The user will be added to the subscription.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions5.png|720px|Configuring email type for notification subscriptions5.png]]</div>
To add user emails captured during runtime while creating the agreement instance:

15. '''Choose '''the attribute  in which you captured email addresses during agreement instance creation in the ''Select Attributes'' field. For example, ''Observer Emails''.
<div class="note-box">'''Note''': The ''Select Attributes'' dropdown will show all attributes with data types as ''User ''and ''Email''.</div>
16. '''Select '''''Email Type''. For example, ''Reply To''. When users reply to the email notifications, it will be sent to these configured email addresses. 
<div class="note-box">'''Note''': When users chooses ''Reply All'' option while replying to the email, the reply will be sent to all the recipients in ''To, Cc'' and the user emails configured with the ''Reply To'' email type .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring email type for notification subscriptions6.png|720px|Configuring email type for notification subscriptions6.png]]</div>
17. '''Click '''''Add''. The details will be added to the subscription with the selected properties.

18. '''Add '''more users as recipients to the subscription with other email types following the same process. For example, attribute ''Customer Email'' with email type as ''CC''.

19. '''Add '''a user with email type as ''From''.

The recipients will receive notifications from the user whose email address is set with the email type as From.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions7.png|720px|Configuring email type for notification subscriptions7.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Notes''': 
*The sender email type ''From ''will, by default, be unavailable. 
*The ''From ''email type is configured through the technical configuration. 
*Users can not add more than one user with ''From ''email Type to the subscription. If the role/attribute with multiple users is configured with ''From ''email Type, system will pick any one user randomly. Therefore, it is recommended to use single user or user role/attribute that has single user associated with it.
</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring email type for notification subscriptions8.png|720px|Configuring email type for notification subscriptions8.png]]</div>
20. '''Click '''''Next''. The ''Verify ''page opens.

21. '''Verify '''the details and '''click''' ''Create''. The subscription is created.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions9.png|720px|Configuring email type for notification subscriptions9.png]]</div>
 

 

 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] 

Notification Settings

2021-11-21T14:01:04Z

ShefaliDK:

= Notification Settings =

== Creating Notification Categories ==

As an administrator, you can create various notification categories. These categories are then visible to the respective users under the Notifications page that appears on clicking the notification bell icon on the top right. When creating a subscription, you can place your subscription in the appropriate notification category. 

To create a notifications category:

1. '''Click''' the ''Notification Settings'' tile On the ''User Administration'' page. The ''Notification Settings'' page opens.

2. '''Click''' the ''Create Notification Category ''button.'' ''
<div class="image-green-border">[[File:Notifications Settings all notification categories 7.8.PNG|720px|RTENOTITLE]]<br/>  </div> <div class="image-green-border">3. The ''Details'' tab opens.</div>
4. The created category appears on the ''All Notifications Category'' page.
<div class="image-green-border">[[File:Create Notification Category Details tab 7.8.PNG|360px|RTENOTITLE]]<br/>  </div>
5. '''Type''' an appropriate category name in the ''Category Name'' box, and '''click''' ''Save''.

== Editing Notification Categories ==

As an administrator, you can create as well as edit various notification categories.

To edit a notification category:

1. '''Click''' the ''Notification Settings'' tile on the ''User Administration'' page. The ''Notification Settings'' page opens.

2. '''Select''' the desired entity check box in the ''Notification Category Name'' panel and '''click''' the ''Edit ''button. The ''Details'' tab opens.

3. '''Type''' or '''update''' the category name In the ''Category Name'' box, and '''click''' ''Update''.
<div class="image-green-border">[[File:Edit notification category 7.8.PNG|360px|RTENOTITLE]]</div>
4. The updated notification category name appears on the ''All Notifications Category'' page.

== Creating a Subscription ==

Using Subscriptions, you can create user notifications and assign appropriate recipients. When creating a subscription:

*Define the entity or a task for which the notification to be sent.
*Define the event for which it will be sent.

'''To create a subscription''':

'''1. Click '''the ''Notification Settings'' tile on the ''User Administration'' page. The ''All Notifications Category'' page opens. All the existing notification categories are displayed on this page such as Agreement Notifications, Clause Notifications. Each notification category groups various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories.
<div class="image-green-border">[[File:Creating Subscription All Notification Category 7.8.png|360px|All Notification Category page]]</div>
2.''' Click''' the ''Subscription'' tile. The ''Subscriptions'' page opens. On this page you can see a list of all the existing Notification Templates and their details such as Template Name, Entity Name, Event and Category Name etc. You can also edit, delete, create, enable or disable a subscription using the respective buttons.
<div class="image-green-border">[[File:Creating Subscription Subscriptions page 7.8.png|720px|Subscriptions page]]</div>
3. '''Click '''the ''Create Subscription ''button''. ''The ''Create Subscription ''page opens.  

There are four tabs on this page:

*Details
*Template
*Recipient
*Verify
<div class="note-box">'''Note''': When creating or editing a subscription, the Administrator must make sure that he set his language preferences to English (United States). Otherwise an information message is displayed. Subscriptions can be created in English only. If you need your subscription in various languages, you can provide the localized content to the ICI configuration team to add it to the database through scripts. </div>
'''Details'''

Enter the mandatory fields:

*'''Type''' an appropriate Template Name for the subscription.
*'''Select''' an Entity Name such as ''Agreement''.
*'''Select''' an Event Name, such as ''Agreement Approved.''
*'''Select''' a Category Name such as ''Agreement Notifications''.
*'''Click''' ''Next''. The ''Template'' tab opens.
<div class="image-green-border">[[File:Creating Subscription Create Subscription page 7.8.png|560px|Create Subscription]]</div>
'''Template'''

On the ''Template'' tab, define a template for user notifications and email notifications:

*'''Type '''appropriate subject in the ''Template Subject'' box. All the notification emails using this template would have this content in the subject line.
*'''Type''' an appropriate message in the T''emplate Body.'' '''Click''' the ''Attributes'' list to tag respective attributes in the template body. You can also format the selected attributes by using menu options.
*'''Click''' ''Next''. The ''Recipient'' tab open.
<div class="image-green-border">[[File:Creating Subscription templates tab 7.8.png|720px|Templates tab]]</div>
'''Recipient'''

To add recipients:

1. '''Click '''the ''Add Recipients ''icon. The ''Add Recipients'' window opens.

2. '''Select''' ''User Roles ''such as Approver, Internal Reviewer etc.

3. '''Select '''''User Attributes'' such as Created By, Modified by etc.

4. '''Check '''the ''Action User'' box if necessary.

5. '''Select '''a desired user from the displayed list or search a user using the search bar.

6. '''Click''' ''Add''. The user name and role get added in the list.
<div class="image-green-border">[[File:Create Subscription Add reciepient 7.8.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': You can tag users in the Notifications Template using their usernames or Email IDs.</div>
 7. '''Click''' ''Next''. The ''Verify'' tab opens.

'''Verify'''

On this tab, verify all the information you entered for the Subscription.

'''Click''' ''Save'' to create the Subscription. Notifications will be sent as and when the respective event occurs.
<div class="image-green-border">[[File:Create Subscrption veriffy page 7.8.PNG|560px|RTENOTITLE]]</div>
Notification can be sent in multiple languages. If there are multiple recipients with different language preferences for the respective event. The language is identified from the language set by the Internal User and External user with login privileges in their ''Preferences''. One single email is sent to all the selected recipients with the content in different languages. The recipients can simply scroll through the email and read the content drafted in their preferred language.

 

== Configuring Email Type for Notification ==

Users can configure the notifications to be sent to email addresses captured in the agreement instance and also set the recipients email type (''To, Cc ''and ''Bcc'') and sender email type (''Reply To ''and ''From'') for the received emails.

To configure the subscription:

1. '''Click '''''User Administration > Notification Settings > Subscription'' on the ''Home ''page. The ''Subscriptions ''index page opens.

2. '''Click '''''Create Subscriptions''. The ''Create Subscription'' page opens.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions.png|720px|Configuring email type for notification subscriptions.png]]</div>
3. '''Enter '''a name in ''Template ''name. For example, ''Email Type configuration''.

4. '''Select '''the contract type in the ''Entity Name''. For example, ''ICI Master Service Agreement''.

5. '''Select '''the ''Event Name'' which you want to send the notification for. For example, ''Agreement Created''.

6. '''Select''' the ''Category Name''. For example, ''Agreement Notifications''.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions2.png|720px|Configuring email type for notification subscriptions2.png]]</div>
7. '''Click '''''Next''.

8. '''Enter '''the ''Template Subject'' and the ''Template Body''.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions3.png|720px|Configuring email type for notification subscriptions3.png]]</div>
9. '''Click '''''Next''. The ''Sender/Recipient'' tab opens.

10. '''Click '''''Add Sender/Recipients'' (plus) action icon. The ''Add Sender/Recipients ''window opens. 
<div class="image-green-border">[[File:Configuring email type for notification subscriptions4.png|720px|Configuring email type for notification subscriptions4.png]]</div>
To add users provisioned in the system:

11. '''Search''' for the user using ''Refine Search'' ''here'' search bar.

12. '''Select '''the checkbox corresponding to the user. For example, ''Jill Water''.

13. '''Select''' ''Email Type''. For example, ''To''.

14. '''Click''' ''Add''. The user will be added to the subscription.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions5.png|720px|Configuring email type for notification subscriptions5.png]]</div>
To add user emails captured during runtime while creating the agreement instance:

15. '''Choose '''the attribute  in which you captured email addresses during agreement instance creation in the ''Select Attributes'' field. For example, ''Observer Emails''.
<div class="note-box">'''Note''': The ''Select Attributes'' dropdown will show all attributes with data types as ''User ''and ''Email''.</div>
16. '''Select '''''Email Type''. For example, ''Reply To''. When users reply to the email notifications, it will be sent to these configured email addresses. 
<div class="note-box">'''Note''': When users chooses ''Reply All'' option while replying to the email, the reply will be sent to all the recipients in ''To, Cc'' and the user emails configured with the ''Reply To'' email type .</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring email type for notification subscriptions6.png|720px|Configuring email type for notification subscriptions6.png]]</div>
17. '''Click '''''Add''. The details will be added to the subscription with the selected properties.

18. '''Add '''more users as recipients to the subscription with other email types following the same process. For example, attribute ''Customer Email'' with email type as ''CC''.

19. '''Add '''a user with email type as ''From''.

The recipients will receive notifications from the user whose email address is set with the email type as From.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions7.png|720px|Configuring email type for notification subscriptions7.png]]</div> <div class="image-green-border"> </div> <div class="note-box">'''Notes''': 
*The sender email type ''From ''will, by default, be unavailable. 
*The ''From ''email type is configured through the technical configuration. 
*Users can not add more than one user with ''From ''email Type to the subscription. If the role/attribute with multiple users is configured with ''From ''email Type, system will pick any one user randomly. Therefore, it is recommended to use single user or user role/attribute that has single user associated with it.
</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Configuring email type for notification subscriptions8.png|720px|Configuring email type for notification subscriptions8.png]]</div>
20. '''Click '''''Next''. The ''Verify ''page opens.

21. '''Verify '''the details and '''click''' ''Create''. The subscription is created.
<div class="image-green-border">[[File:Configuring email type for notification subscriptions9.png|720px|Configuring email type for notification subscriptions9.png]]</div>
 

 

 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] 

Application Settings

2021-11-20T17:37:20Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick''' colors to assign to the '''statuses '''of an entity and '''click '''"Next". This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''User Theme'''</div> <div class="image-green-border"> </div> <div class="image-green-border">The "User Theme" tab helps in assigning default theme color throughout ICI to both internal and external users.</div> <div class="image-green-border"> </div> <div class="image-green-border">2.  '''Select '''either of the themes mentioned below and '''Click '''"Next".</div>
*'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme.
*'''External User Default Theme''':'' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:8.0-Application Settings3 1.png|520px|8.0-Application Settings3 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Other Configuration'''</div>
3. '''Select '''from the following options:

*'''Allow Old Document Version Upload:''' '''Click '''"Yes" to allow uploading older versions of an Agreement. 
*'''Capture Broadcast Message in the Notes Section:''' '''Click '''"Yes" or "No" to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 
*'''Show Activity Panel:''''' '''''Click '''"Yes" to show the activity panel icon on the top right of the page to view the recent activities.
*'''Corporate currency: Enter''' the currency to be used throughout the application by default.
*'''Search Keyword Highlight Color: '''
<div class="image-green-border">[[File:8.0-Application Settings6.png|720px|8.0-Application Settings6.png]]</div>
== Displaying an Announcement Banner ==

*'''Show Displaying Announcement Banner: Click '''"Yes" to display a fixed banner message on the top of the page to inform or alert users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours so that they can plan and save their work accordingly'''.'''
*'''Announcement Message: Enter''' the message to be displayed in this box.
*'''Search Keyword Highlight Color: Select '''the color in which the searched text or keyword will be highlighted.
<div class="image-green-border">[[File:8.0-Application Settings7.png|720px]]</div>
4. '''Click '''"Update" to save all the changes. A popup with a toast success message flashes at the bottom right. 

 

 
<div class="image-green-border">'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |</div>

File:8.0-Application Settings7.png

2021-11-20T17:36:19Z

ShefaliDK:

Application Settings

2021-11-20T17:32:12Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick''' colors to assign to the '''statuses '''of an entity and '''click '''"Next". This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''User Theme'''</div> <div class="image-green-border"> </div> <div class="image-green-border">The "User Theme" tab helps in assigning default theme color throughout ICI to both internal and external users.</div> <div class="image-green-border"> </div> <div class="image-green-border">2.  '''Select '''either of the themes mentioned below and '''Click '''"Next".</div>
*'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme.
*'''External User Default Theme''':'' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:8.0-Application Settings3 1.png|520px|8.0-Application Settings3 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Other Configuration'''</div>
3. '''Select '''from the following options:

*'''Allow Old Document Version Upload:''' '''Click '''"Yes" to allow uploading older versions of an Agreement. 
*'''Capture Broadcast Message in the Notes Section:''' '''Click '''"Yes" or "No" to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 
*'''Show Activity Panel:''''' '''''Click '''"Yes" to show the activity panel icon on the top right of the page to view the recent activities.
*'''Corporate currency: Enter''' the currency to be used throughout the application by default.
*'''Search Keyword Highlight Color: '''
<div class="image-green-border">[[File:8.0-Application Settings6.png|720px|8.0-Application Settings6.png]]</div>
== Displaying an Announcement Banner ==

*'''Show Displaying Announcement Banner: Click '''"Yes" to'''display a fixed banner message on the top of the page to inform or alert users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours so that they can plan and save their work accordingly.
*'''Announcement Message: Enter''' the message to be displayed in this box.
* 

4. '''Click '''"Update" to save all the changes. A popup with a toast success message flashes at the bottom right. 
<div class="image-green-border"> </div>
 

==   ==

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

Application Settings

2021-11-20T17:14:08Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick''' colors to assign to the '''statuses '''of an entity and '''click '''"Next". This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''User Theme'''</div> <div class="image-green-border"> </div> <div class="image-green-border">The "User Theme" tab helps in assigning default theme color throughout ICI to both internal and external users.</div> <div class="image-green-border"> </div> <div class="image-green-border">2.  '''Select '''either of the themes mentioned below and '''Click '''"Next".</div>
*'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme.
*'''External User Default Theme''':'' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:8.0-Application Settings3 1.png|520px|8.0-Application Settings3 1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Other Configuration'''</div>
3. '''Select '''from the following options:

*'''Allow Old Document Version Upload:''' '''Click '''"Yes" to allow uploading older versions of an Agreement. 
*'''Capture broadcast message in the notes section:''' '''Click '''"Yes" or "No" to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 
*'''Show Activity Panel:''''' '''''Click '''"Yes" to show the activity panel icon on the top right of the page to view the recent activities.
<div class="image-green-border">[[File:8.0-Application Settings6.png|720px|8.0-Application Settings6.png]]</div> <div class="image-green-border">Show Displaying Acounmenct banner</div>
4. '''Click '''"Update" to save all the changes. A popup with a toast success message flashes at the bottom right. 
<div class="image-green-border">[[File:8.0-Application Settings4.png|720px|8.0-Application Settings4.png]]</div>
 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

Application Settings

2021-11-20T12:17:19Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick''' colors to assign to the '''statuses '''of an entity and '''click '''"Next". This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''User Theme'''</div> <div class="image-green-border"> </div> <div class="image-green-border">The "User Theme" tab helps in assigning default theme color throughout ICI to both internal and external users.</div> <div class="image-green-border"> </div> <div class="image-green-border">2.  '''Select '''either of the themes mentioned below:</div>
*'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme.
*'''External User Default Theme''':'' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 

3'''. Click '''"Next".
<div class="image-green-border">[[File:8.0-Application Settings3 1.png|520px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Other Configuration'''</div>
3. '''Select '''from the following options:

*'''Allow Old Document Version Upload:''' '''Click '''"Yes" to allow uploading older versions of an Agreement. 
*'''Capture broadcast message in the notes section:''' '''Click '''"Yes" or "No" to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 
*'''Show Activity Panel:''''' '''''Click '''"Yes" to show the activity panel icon on the top right of the page to view the recent activities.
<div class="image-green-border">[[File:8.0-Application Settings6.png|720px|8.0-Application Settings6.png]]</div> <div class="image-green-border">Show Displaying Acounmenct banner</div>
3. '''Click '''"Update" to save all the changes. A popup with a toast success message flashes at the bottom right. 
<div class="image-green-border">[[File:8.0-Application Settings4.png|720px|8.0-Application Settings4.png]]</div>
 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

File:8.0-Application Settings3 1.png

2021-11-20T12:05:57Z

ShefaliDK:

Application Settings

2021-11-20T12:03:57Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick''' colors to assign to the '''statuses '''of an entity and '''click '''"Next". This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''User Theme'''</div> <div class="image-green-border"> </div> <div class="image-green-border">The "User Theme" tab helps in assigning default theme color throughout ICI to both internal and external users.</div> <div class="image-green-border"> </div> <div class="image-green-border">2.  '''Select '''either of the themes mentioned below:</div>
*'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme.
*'''External User Default Theme:''''' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 

3'''. Click '''"Next"
<div class="image-green-border">[[File:8.0-Application Settings3.png|520px|8.0-Application Settings3.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Other Configuration'''</div>
3. '''Select '''from the following options:

*'''Allow Old Document Version Upload:''' '''Click '''"Yes" to allow uploading older versions of an Agreement. 
*'''Capture broadcast message in the notes section'''''':''' '''Click '''"Yes" or "No" to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 
*'''Show Activity Panel:''''' '''''Click '''"Yes" to show the activity panel icon on the top right of the page to view the recent activities.
<div class="image-green-border">[[File:8.0-Application Settings6.png|720px]]</div>
3. '''Click '''"Update" to save all the changes. A popup with a toast success message flashes at the bottom right. 
<div class="image-green-border">[[File:8.0-Application Settings4.png|720px|8.0-Application Settings4.png]]</div>
 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

File:8.0-Application Settings6.png

2021-11-20T11:59:20Z

ShefaliDK:

File:8.0-Application Settings5.png

2021-11-20T11:52:28Z

ShefaliDK:

Application Settings

2021-11-20T11:49:01Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick''' colors to assign to the '''statuses '''of an entity and '''click '''"Next". This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''User Theme'''</div> <div class="image-green-border"> </div> <div class="image-green-border">The “User Theme” tab helps in assigning default theme color throughout ICI to both internal and external users.</div> <div class="image-green-border"> </div> <div class="image-green-border">2.  '''Select '''either of the themes mentioned below:</div>
*'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme from the ''Application Settings ''tile. 
*'''External User Default Theme:''''' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 

3'''. Click '''"Next"
<div class="image-green-border">[[File:8.0-Application Settings3.png|520px|8.0-Application Settings3.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''Other Configuration'''</div>
3. '''Select '''from the following options:

*'''Allow Old Document Version Upload:''' '''Click '''''Yes ''to allow uploading older versions of an Agreement. 
*'''Capture broadcast message in the notes section''''':'' '''Click '''''Yes ''or ''No ''to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 
*'''Show Activity Panel: ''''''Click '''''Yes ''to show the activity panel icon on the top right of the page to view the recent activities.

3. '''Click '''''Update ''to save all the changes and then '''click '''''OK ''to complete the procedure. 
<div class="image-green-border">[[File:8.0-Application Settings4.png|720px]]</div>
 

 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

File:8.0-Application Settings4.png

2021-11-20T11:38:34Z

ShefaliDK:

Application Settings

2021-11-20T11:34:12Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick '''a color to assign to the '''status '''of an entity. This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in the "Status" column) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''User Theme'''</div> <div class="image-green-border"> </div> <div class="image-green-border">The “User Theme” tab helps in assigning default theme color throughout ICI to both internal and external users.</div> <div class="image-green-border"> </div> <div class="image-green-border">2.  '''Select '''either of the themes mentioned below. </div>
*'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme from the ''Application Settings ''tile. 
*'''External User Default Theme:''''' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:8.0-Application Settings3.png|720px]]</div>
Select from the following options:

*''Allow Old Document Version Upload:'' '''Click '''''Yes ''to allow uploading older versions of an Agreement. 
*''Capture broadcast message in notes section:'' '''Click '''''Yes ''or ''No ''to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 

3. '''Click '''''Update ''to save all the changes and then '''click '''''OK ''to complete the procedure. 

 

 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

File:8.0-Application Settings3.png

2021-11-20T11:31:45Z

ShefaliDK:

Application Settings

2021-11-20T11:29:25Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick '''a color to assign to the '''status '''of an entity. This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red in status coloum) on the Agreement details page and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px|8.0-Application Settings2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">'''User Theme'''</div> <div class="image-green-border"> </div> <div class="image-green-border">The “User Theme” tab helps in assigning default theme color throughout ICI to both internal and external users.</div> <div class="image-green-border"> </div> <div class="image-green-border">2.  '''Select '''either of the themes mentioned below. </div>
*'''Default User Theme:''' '''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme from the ''Application Settings ''tile. 
*'''External User Default Theme:''''' '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:Edit Application Settings.PNG|720px|RTENOTITLE]]</div>
Select from the following options:

*''Allow Old Document Version Upload:'' '''Click '''''Yes ''to allow uploading older versions of an Agreement. 
*''Capture broadcast message in notes section:'' '''Click '''''Yes ''or ''No ''to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 

3. '''Click '''''Update ''to save all the changes and then '''click '''''OK ''to complete the procedure. 

 

 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

Application Settings

2021-11-20T11:25:06Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick '''a color to assign to the '''status '''of an entity. This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px|8.0-Application Settings1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">For example, with this setting, you can quickly identify the “Waiting for approval” agreements (marked as red) on the Agreement details page </div> <div class="image-green-border">and can take further action.</div> <div class="image-green-border">[[File:8.0-Application Settings2.png|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. User Theme: '''Select '''either of the themes mentioned below. </div>
*''Default User Theme: '''''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme from the ''Application Settings ''tile. 
*''External User Default Theme: '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:Edit Application Settings.PNG|720px|RTENOTITLE]]</div>
Select from the following options:

*''Allow Old Document Version Upload:'' '''Click '''''Yes ''to allow uploading older versions of an Agreement. 
*''Capture broadcast message in notes section:'' '''Click '''''Yes ''or ''No ''to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 

3. '''Click '''''Update ''to save all the changes and then '''click '''''OK ''to complete the procedure. 

 

 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

File:8.0-Application Settings2.png

2021-11-20T11:23:14Z

ShefaliDK:

Application Settings

2021-11-20T11:22:09Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick '''a color to assign to the '''status '''of an entity. This helps you identify the entity status easily throughout the system. 
<div class="image-green-border">[[File:8.0-Application Settings1.png|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">With this setting, you can quickly identify the “Waiting for approval” agreements on the Agreement details page and can take further action.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">2. User Theme: '''Select '''either of the themes mentioned below. </div>
*''Default User Theme: '''''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme from the ''Application Settings ''tile. 
*''External User Default Theme: '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:Edit Application Settings.PNG|720px|RTENOTITLE]]</div>
Select from the following options:

*''Allow Old Document Version Upload:'' '''Click '''''Yes ''to allow uploading older versions of an Agreement. 
*''Capture broadcast message in notes section:'' '''Click '''''Yes ''or ''No ''to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 

3. '''Click '''''Update ''to save all the changes and then '''click '''''OK ''to complete the procedure. 

 

 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

File:8.0-Application Settings1.png

2021-11-20T11:19:06Z

ShefaliDK:

Application Settings

2021-11-20T09:13:24Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".The "Application Settings" page opens. 

*The configurable application settings are clearly visible upfront with the following three numbered tabs on a navigation bar.

#Entity Color Configuration 
#User Theme
#Other Configuration 

*The tab number is highlighted with the theme color to quickly identify where the user is in the wizard settings. 
*The numbered navigation bar containing the tabs is made sticky to be visible even while scrolling the page.
*You can either click the number in the navigation bar or click “Next” from the sticky action buttons bar at the bottom of the page to go to the next tab in the settings.

To edit the Application Settings, complete the details in the three tabs: 

'''Entity Color Configuration'''

1'''. Pick '''a color to assign to a particular entity. This helps you identify that entity easily throughout the system. 
<div class="image-green-border">[[File:Edit application 2.PNG|720px|RTENOTITLE]]</div>
 
<div class="image-green-border">[[File:Edit application3.PNG|720px|RTENOTITLE]]</div>
2. User Theme: '''Select '''either of the themes mentioned below. 

*''Default User Theme: '''''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme from the ''Application Settings ''tile. 
*''External User Default Theme: '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:Edit Application Settings.PNG|720px|RTENOTITLE]]</div>
Select from the following options:

*''Allow Old Document Version Upload:'' '''Click '''''Yes ''to allow uploading older versions of an Agreement. 
*''Capture broadcast message in notes section:'' '''Click '''''Yes ''or ''No ''to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 

3. '''Click '''''Update ''to save all the changes and then '''click '''''OK ''to complete the procedure. 

 

 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

Application Settings

2021-11-20T09:03:27Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking "Application Settings".

To edit the Application Settings, complete the details in the following three tabs mentioned below: 

#Entity Color Configuration 
#User Theme
#Other Configuration 

'''Entity Color Configuration'''

1'''. Pick '''a color to assign to a particular entity. This helps you identify that entity easily throughout the system. 
<div class="image-green-border">[[File:Edit application 2.PNG|720px|RTENOTITLE]]</div>
 
<div class="image-green-border">[[File:Edit application3.PNG|720px|RTENOTITLE]]</div>
2. User Theme: '''Select '''either of the themes mentioned below. 

*''Default User Theme: '''''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme from the ''Application Settings ''tile. 
*''External User Default Theme: '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:Edit Application Settings.PNG|720px|RTENOTITLE]]</div>
Select from the following options:

*''Allow Old Document Version Upload:'' '''Click '''''Yes ''to allow uploading older versions of an Agreement. 
*''Capture broadcast message in notes section:'' '''Click '''''Yes ''or ''No ''to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 

3. '''Click '''''Update ''to save all the changes and then '''click '''''OK ''to complete the procedure. 

 

 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

Application Settings

2021-11-20T09:00:42Z

ShefaliDK:

= Application Settings =

The ICI Administrator can edit various application settings from this page. You can access it by clicking "Admin" from the navigation menu on the top and then clicking the "Application Settings". To edit the Application Settings, complete the details for the sections mentioned below: 

*Entity Color Configuration 
*User Theme
*Other Configuration 

1. Entity Color Configuration: '''Pick '''a color to assign to a particular entity. This helps you identify that entity easily throughout the system. 
<div class="image-green-border">[[File:Edit application 2.PNG|720px|RTENOTITLE]]</div>
 
<div class="image-green-border">[[File:Edit application3.PNG|720px|RTENOTITLE]]</div>
2. User Theme: '''Select '''either of the themes mentioned below. 

*''Default User Theme: '''''Select '''and apply the user theme for internal users. Users with adequate privileges can change the theme from the ''Application Settings ''tile. 
*''External User Default Theme: '''''Select '''and apply the user theme for external users who can access ICI. External users cannot change the theme from their login. 
<div class="image-green-border">[[File:Edit Application Settings.PNG|720px|RTENOTITLE]]</div>
Select from the following options:

*''Allow Old Document Version Upload:'' '''Click '''''Yes ''to allow uploading older versions of an Agreement. 
*''Capture broadcast message in notes section:'' '''Click '''''Yes ''or ''No ''to enable or disable Broadcast messages from being displayed in the Notes''' '''section. 

3. '''Click '''''Update ''to save all the changes and then '''click '''''OK ''to complete the procedure. 

 

 

== Displaying an Announcement Banner ==

You can display a scrolling banner message to inform users of a scheduled event or an announcement. For example, you can inform users that a maintenance activity is scheduled in 24 hours. A banner will scroll at the top of the ICI window alerting the users of the downtime, so that they can plan their work accordingly.

This can be achieved through ''Application Settings'' by toggling the ''Show announcement banner'' field to ''Yes'' and entering the message to be displayed in the ''Announcement message'' box.
<div class="image-green-border">[[File:7.16 Announcement banner.png|720px|7.16 Announcement banner.png]]</div>
 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

Broadcast

2021-11-20T08:42:34Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon. The "Select User" drawer slides from the right.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*On the "Select User" drawer You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs
*The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.
*Clicking “Add External User”, the “Create External User” drawer opens to create a user. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div>
*The “Role” tab displays the user roles in a two-column layout.
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments Roles.PNG|420px|8.0-Broadcast Page Attachments Roles.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.</div>
3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
You can see a list of all the relevant documents with the related basic details displayed in a grid:

*The details of the document displayed are Contract Type, Name, Version No, Document Format, Notes, and association Linkage Type (if technical configuration enabled).
*The documents are listed with both “Docx” and “Pdf” file formats, for all versions.
*The records listed are grouped based on the Contract Type.
*The grid items can be filtered and sorted.

4. '''Select '''the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments1.PNG|720px|8.0-Broadcast Page Attachments1.PNG]]</div>
5. '''Click "'''Broadcast". A Broadcast Successful message is displayed.

 All the email notifications sent are saved in the "Notes" tab on the Agreements left pane. 
<div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T08:40:23Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon. The "Select User" drawer slides from the right.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*On the "Select User" drawer You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs
*The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.
*Clicking “Add External User”, the “Create External User” drawer opens to create a user. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div>
*The “Role” tab displays the user roles in a two-column layout.
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments Roles.PNG|420px|8.0-Broadcast Page Attachments Roles.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.</div>
3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
You can see a list of all the relevant documents with the related basic details displayed in a grid:

*The details of the document displayed are Contract Type, Name, Version No, Document Format, Notes, and association Linkage Type (if technical configuration enabled).
*The documents are listed with both “Docx” and “Pdf” file formats, for all versions.
*The records listed are grouped based on the Contract Type.
*The grid items can be filtered and sorted.

4. '''Select '''the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments1.PNG|720px|8.0-Broadcast Page Attachments1.PNG]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notifications sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T08:39:12Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon. The "Select User" drawer slides from the right.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*On the "Select User" drawer You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs
*The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.
*Clicking “Add External User”, the “Create External User” drawer opens to create a user. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div>
*The “Role” tab displays the user roles in a two-column layout.
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments Roles.PNG|420px|8.0-Broadcast Page Attachments Roles.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.</div>
3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
You can see a list of all the relevant documents with the related basic details displayed in a grid:

*The details of the document displayed are Contract Type, Name, Version No, Document Format, Notes, and association Linkage Type (if technical configuration enabled).
*
The documents are listed with both “docx” and “pdf” file formats, for all versions.

*
The records listed are grouped based on the Contract Type.

*
The grid items can be filtered and sorted.

4. '''Select '''the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments1.PNG|720px|8.0-Broadcast Page Attachments1.PNG]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notifications sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T08:28:13Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon. The "Select User" drawer slides from the right.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*On the "Select User" drawer You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs.
*The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.
*Clicking “Add External User”, the “Create External User” drawer opens to create a user. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div>
*The “Role” tab displays the user roles in a two-column layout.
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments Roles.PNG|420px|8.0-Broadcast Page Attachments Roles.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.</div>
3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as Contract Type, Name, Version No, Document Format, Notes, and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments1.PNG|720px]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notifications sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

File:8.0-Broadcast Page Attachments1.PNG

2021-11-20T08:25:47Z

ShefaliDK:

Broadcast

2021-11-20T08:20:34Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon. The "Select User" drawer slides from the right.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*On the "Select User" drawer You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs.
*The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.
*Clicking “Add External User”, the “Create External User” drawer opens to create a user. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div>
*The “Role” tab displays the user roles in a two-column layout.
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments Roles.PNG|420px|8.0-Broadcast Page Attachments Roles.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.</div>
3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notifications sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T08:19:28Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon. The "Select User" drawer slides from the right.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*On the "Select User" drawer You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs.
*The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.
*Clicking “Add External User”, the “Create External User” drawer opens to create a user. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div>
*The “Role” tab displays the user roles in a two-column layout.
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments Roles.PNG|420px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.</div>
3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notifications sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T08:17:21Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon. The "Select User" drawer slides from the right.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*On the "Select User" drawer You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs.
*The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.
*Clicking “Add External User”, the “Create External User” drawer opens to create a user. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div>
*The “Role” tab displays the user roles in a two-column layout.
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.</div>
3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notifications sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T08:16:46Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon. The "Select User" drawer slides from the right.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*On the "Select User" drawer You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs.
*The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.
*Clicking “Add External User”, the “Create External User” drawer opens to create a user. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div>
The “Role” tab displays the user roles in a two-column layout.
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.</div>
3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notifications sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T08:10:53Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon. The "Select User" drawer slides from the right.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*
On the "Select User" drawer You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs.

*
The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.

*
Clicking “Add External User”, “Create External User” drawer opens to create a user. 

<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|720px|8.0-Broadcast Page Attachments.PNG]]</div>
The “Role” tab displays the user roles in a two-column layout.

[[File:8.0-Broadcast Page Attachments.PNG|720px]]
<div class="image-green-border"> </div> <div class="image-green-border"> </div>
2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.

3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

File:8.0-Broadcast Page Attachments Roles.PNG

2021-11-20T07:44:07Z

ShefaliDK:

Broadcast

2021-11-20T07:40:51Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|820px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|820px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*The "Select User" window opens. You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs.
*The “Third Party” tab will display a search pane and a grid consisting of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.
*'''Click '''“Add External User”, “Create External User” drawer opens to create a user. 
<div class="image-green-border">[[File:8.0-Broadcast Page Attachments.PNG|820px|8.0-Broadcast Page Attachments.PNG]]</div>
2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.

3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T07:39:09Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|820px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div>
*
The "Select User" window opens. You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs.

*
The “Third Party” tab will display a search pane and a grid consising of external users and external users with login privileges. It contains two buttons, the “Add” and the “Add External User”.

*
'''Click '''“Add External User”, “Create External User” drawer opens to create a user. 

*
[[File:8.0-Broadcast Page Attachments.PNG|820px]]

2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.

3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

File:8.0-Broadcast Page Attachments.PNG

2021-11-20T07:38:24Z

ShefaliDK:

Broadcast

2021-11-20T07:24:15Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon to select and add recipients for the message.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|820px|8.0-Broadcast Page1.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">The "Select User" window opens. You can either search the desired user using the search bar or select the "Internal", "Third Party" users along with their "Roles" displayed under the respective tabs.</div>
2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.

3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T07:17:14Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon to select and add recipients for the message. The "Select User" window opens. You can either search the desired user using the search bar or select the ''Internal'', ''Third Party'' users along with their roles displayed under the respective tabs.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|820px|8.0-Broadcast Page1.PNG]]</div>
2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.

3. '''Select''' "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border"> </div> <div class="image-green-border">'''Attachments'''</div>
4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T07:13:10Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon to select and add recipients for the message. The "Select User" window opens. You can either search the desired user using the search bar or select the ''Internal'', ''Third Party'' users along with their roles displayed under the respective tabs.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|upright|8.0-Broadcast Page1.PNG]]</div>
2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the rich text area ribbon.

3. You can also provide a link to the Request or Agreement. The recipients can use this link to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border">[[File:Broadcast broadcast message 7.8.png|RTENOTITLE]]</div>
'''Attachments'''

4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-20T07:08:14Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px|8.0-Broadcast sub menu3.PNG]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon to select and add recipients for the message.
<div class="image-green-border">[[File:8.0-Broadcast Page1.PNG|720px]]</div>
The ''Search User'' window opens. You can either search the desired user using the search bar or select the ''Internal'', ''Third Party'' users along with their roles displayed under the respective tabs.
<div class="image-green-border">[[File:Broadcast select user 7.8.png|RTENOTITLE]]</div>
2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the ribbon.

3. You can also provide a link to the Request or Agreement. The recipients can use this link to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border">[[File:Broadcast broadcast message 7.8.png|RTENOTITLE]]</div>
'''Attachments'''

4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

File:8.0-Broadcast Page1.PNG

2021-11-20T07:05:08Z

ShefaliDK:

Broadcast

2021-11-20T06:58:24Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.
<div class="image-green-border">[[File:8.0-Broadcast sub menu3.PNG|720px]]</div> <div class="image-green-border"> </div>
'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon to select and add recipients for the message. The ''Search User'' window opens. You can either search the desired user using the search bar or select the ''Internal'', ''Third Party'' users along with their roles displayed under the respective tabs.
<div class="image-green-border">[[File:Broadcast select user 7.8.png|RTENOTITLE]]</div>
2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the ribbon.

3. You can also provide a link to the Request or Agreement. The recipients can use this link to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border">[[File:Broadcast broadcast message 7.8.png|RTENOTITLE]]</div>
'''Attachments'''

4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

File:8.0-Broadcast sub menu3.PNG

2021-11-20T06:55:31Z

ShefaliDK: ShefaliDK uploaded a new version of File:8.0-Broadcast sub menu3.PNG

File:8.0-Broadcast sub menu3.PNG

2021-11-20T06:55:07Z

ShefaliDK:

Broadcast

2021-11-19T18:45:08Z

ShefaliDK:

= Broadcast =

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. '''Click''' "Agreements"'' ''on the navigation menu on the top. The "Agreements"'' ''index'' ''page opens displaying a list of Agreements.

2. '''Click''' the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. '''Click''' "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.

 
<div class="image-green-border">>> Image</div>

'''Details'''

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. C'''lick''' the ''Add User [[File:Add user icon 7.8.PNG|RTENOTITLE]]'' icon to select and add recipients for the message. The ''Search User'' window opens. You can either search the desired user using the search bar or select the ''Internal'', ''Third Party'' users along with their roles displayed under the respective tabs.
<div class="image-green-border">[[File:Broadcast select user 7.8.png|RTENOTITLE]]</div>
2. '''Type '''appropriate subject and message in the respective fields. You can format your message using the ribbon.

3. You can also provide a link to the Request or Agreement. The recipients can use this link to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
<div class="image-green-border">[[File:Broadcast broadcast message 7.8.png|RTENOTITLE]]</div>
'''Attachments'''

4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 
<div class="image-green-border">[[File:7.15 586492 24.png|720px|7.15 586492 24.png]]</div>
5. '''Click '''''Broadcast''. A ''Broadcast Successful ''message is displayed.

6. '''Click '''''OK''. All the email notification sent are saved in the ''Notes'' tab. 
<div class="image-green-border">[[File:Broadcast successful message 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">Related Topics: [[Agreements|Agreements]] | [[Agreement_Details_Page|Agreement Details Page]]<br/>  </div>

Broadcast

2021-11-19T17:54:23Z

ShefaliDK:

Broadcast

2021-11-19T17:53:42Z

ShefaliDK:

Broadcast

2021-11-19T17:52:08Z

ShefaliDK:

Broadcast

2021-11-19T17:48:30Z

ShefaliDK: