Outlook Add-in[edit]


= Outlook Add-in =

With this release, a new .JS version of the ICM Outlook Plugin has been introduced. The overall turnaround time for the author is reduced as he no longer needs to download the documents to the local machine, then switch applications and log in to ICM, search the Agreement and then upload the documents.<br/> The provisioned user can now:

*Upload the next version of the Agreement document received over an Email to the Agreement 
*Upload the next version of the Associated document (supporting Attachments) received over an Email to the Agreement 
*Create a new Association instance and then upload the Associated Document received over an Email to the Agreement 

The configuration of the Outlook Add-in is driven by the Masterdata, whereas the list of Agreements and their details are configured by the Saved Searches. You can configure multiple saved searches. This is available for MS Outlook online as well as the Desktop client for <span style="background-color:#FFD700;">version … & above. &nbsp;</span><br/> &nbsp;

== Uploading the next version of an Agreement received over MS Outlook Email ==

<br/> To add the Associated Documents to an Agreement:<br/> 1. '''Open''' the Email with the next version of the Agreement.<br/> 2. '''Open''' the ICM Outlook Add-in.<br/> 3. On the ''Details ''tab, '''click '''Select ICM Agreement / Association to look for the Agreement that you&nbsp;want to upload agreement or association.&nbsp;<br/> &nbsp;

4. '''Click''' ''Select Email Attachment'' that you want to upload from the drop-down.<br/> 5. '''Click''' ''Upload''.&nbsp;

The ''File(s) uploaded successfully ''message is displayed. If the Agreement fails to be attached, then a message will be displayed indicating that you can retry sending the attachment.

In the ICM application, you can&nbsp;''Preview'' the Agreement.&nbsp;

&nbsp;

== Adding the next version of the Association ==

<br/> To add the next version to the Association:<br/> 1. '''Open '''the Email with the Associated Documents.<br/> 2. '''Open '''the ICM Outlook Add-in.<br/> &nbsp;

3. On the ''Details'' tab,'''click''' ''Select ICM Agreement / Association'' to add the next version of the Association.<br/> 4. '''Select '''the document that you need to attach from the list. For example, Payment Details.&nbsp;

5. '''Click''' the ''View Record'' icon to view the attachment details.&nbsp;<br/> 6. '''Click '''''Preview'' icon to view the attachment. &nbsp;<br/> &nbsp;

== Creating a new instance of an Association ==

<br/> To add Attachments to Associations:<br/> 1. On the ''Details'' tab,'''click''' ''Select ICM Agreement / Association ''to add an Association. For example, adding an Association to the Payment Details association.<br/> 2. Enter a name for the new instance of the Association.<br/> 3. '''Click''' the ''Add Association'' button.<br/> 4. '''Click '''the ''Select Email Attachment'' field to select the document that you want to attach to the newly created instance.<br/> 5.'''Click''' ''Upload''. The document is now attached to the newly created instance. The ''File(s) uploaded successfully'' message is displayed.
<div class="note-box">Note: The Association is only created with the name. The remaining mandatory fields need to be entered in the ICM application.&nbsp;</div> 
6. The document is now available on the ''Associations'' tab in the ICM application as the next version.