Basic Setup[edit]


= Basic Setup =

Welcome to ICI! You may be a new user or a contract administrator wanting to explore ICI. You are in the right place!

== Log on to ICI ==

You must have account on ICI&nbsp;to use it. You should receive an account activation email with your account details once your ICI&nbsp;Administrator creates it. This email contains:

*Your username and temporary password 
*A link to the ICI application 

To log on to ICI:

1. '''Click''' the URL provided in your account activation email. At the "Login" page, '''type''' the user name and password you received in the email.
<div class="image-green-border">[[File:Login.jpg|720px|RTENOTITLE]]</div> 
2.&nbsp;'''Click'''&nbsp;"Log in".&nbsp;The Dashboard page opens.

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== Setting your preferences ==
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You can personalize the ICI user interface as per your preferences for a better user experience.

You can link multiple values of an Attribute as an Alias of each other. It can be done through Alias Master which will be a default master in ICI. This functionality helps you to get a consolidated search result on searching any of the linked alias values, instead of creating separate searches for each of these linked values and aggregating them.

You can choose your language preference to navigate through ICI.&nbsp;ICI supports localization to better connect with global customers by translating values in local languages using its “Translations Editor” tool. When you change the language preferences from user Settings, then the localized value in the selected language will be reflected across ICI for:

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

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

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

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

From user Settings, if you change the language preferences then the localized value will be reflected in the Alias Master.

To view the settings:

1. Click "User Settings"&nbsp;on the far-right on the top. A drawer slides out from the right.
<div class="image-green-border">[[File:8.0-Basic-setup-User-Settings.PNG|720px|8.0-Basic-setup-User-Settings.PNG]]&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''''&nbsp;''"Preferences"''.'''''&nbsp;'''The''"My Preferences"''''''''drawer&nbsp;opens with three tabs.'''</div> <div class="image-green-border">''&nbsp;''</div> <div class="image-green-border">''[[File:8.0-Basic-setup-Preferences.PNG|720px|8.0-Basic-setup-Preferences.PNG]]2.''</div> <div class="image-green-border">'''&nbsp;'''</div> <div class="image-green-border">'''On the "My Details" tab,'''</div> <div class="image-green-border">1.&nbsp;'''Select&nbsp;'''the number of records that you want to be displayed per page (10, 50 or 100).</div> <div class="image-green-border">2. '''Select '''the default choice of items or records count to be displayed on the grid.</div> <div class="image-green-border">3. '''Select '''"Records Layout" (Grid View, Tile view or Extended view).</div> <div class="image-green-border">4. '''Toggle '''the "Search Panel Visibility" option (Yes/No).</div> <div class="image-green-border">5. '''Toggle '''the "Open every record in same browser tab" (Yes/No).</div> <div class="image-green-border">''&nbsp;''</div> <div class="image-green-border">''[[File:8.0-Basic-setup-Preferences1.PNG|720px|8.0-Basic-setup-Preferences1.PNG]]''</div> <div class="image-green-border">''&nbsp;''</div> <div class="image-green-border">'''On&nbsp;the "Locale Settings"&nbsp;tab,'''</div> <div class="image-green-border">1.&nbsp;'''Choose '''your language, time zone,&nbsp;date and time formats. You will receive ICI&nbsp;notification emails in the language that you select.</div> <div class="image-green-border">2. You can define the user's&nbsp;preferred currency (for example, USD) using the "Preferred Currency" option.&nbsp;Based on the user preference, the selected currency will be auto-populated for any Currency attribute.</div> 
'''Note''':&nbsp;&nbsp;

*If the "Currency" attribute for the contract type does not contain the value selected in currency preference, then currency preference will not be auto-populated.&nbsp; 
*For Template Variables, the value of the currency attribute (if present), is selected at the template level and then populated in the agreement; the currency preference will not be auto-populated.&nbsp; 
*For Inheritance, Copy Agreement, Amendment creation, the currency selected in the parent entity will be selected by default; the currency preference will not be auto-populated.&nbsp; 
*When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated. 
<div class="image-green-border">3.&nbsp;'''Click "'''Save" to save your settings.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic-setup-Locale-settings.PNG|720px|8.0-Basic-setup-Locale-settings.PNG]]2.</div> <div class="image-green-border">
== Out-of-office Tasks Setup - Auto Delegation ==

The Auto-Delegation functionality for your tasks allows you to delegate your tasks to other users for a desired period.&nbsp;Utilizing auto delegation capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.

The&nbsp;business users can:

*'''Set multi-level auto delegations:'''&nbsp;Multi-level delegations allow automatic delegation of user’s tasks to the next delegate in a sequence up to a third level, when the subsequent delegates have also set up delegations overlapping with the selected time period. 
*'''Set conditional delegations:'''&nbsp;Conditional delegations will selectively delegate a user’s tasks to another user based on saved searches. The delegation will take effect only if the set conditions are met. 
*'''Reorder delegation sequence:&nbsp;'''While setting multiple delegations, users can reorder the evaluation sequence to suit their needs. 

The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office, so that the user can make appropriate decisions.

Users can also view the recently expired 15 delegations which they can reactivate by updating; and reuse while setting up delegations structure.

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To delegate your tasks to another user for a desired period:

1. '''Click'''&nbsp;''Auto Delegation''&nbsp;on the&nbsp;''My Preferences''&nbsp;window.&nbsp;

2. '''Select'''&nbsp;the dates on which you want to start the delegation and end it in the ''Time Period'' fields. For example, from ''April 16, 2021'' to ''April 20, 2021''.

The current date is selected by default in the from date field. Also, you cannot select the past date in the Time Period.

3. '''Click''' the ''Add User ''icon to select a user whom you want to delegate the tasks to in the ''Delegate To User'' field. The ''Search User'' window opens displaying all provisioned users.

4. '''Select''' a user and click ''Add''. For example, ''Prachi''.

The delegation will be set up for user Prachi; however, if Prachi is not available during the selected dates and has set up delegations herself, tasks will be automatically delegated further to that user. This multi-level auto delegation takes place up to the third user in the delegation chain.

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== &nbsp; ==
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<div class="image-green-border">[[File:7.16 Delegations 1.png|720px|7.16 Delegations 1.png]]</div> 
5. '''Select''' the ''Saved Search'' in the ''Delegation Condition'' based on which the tasks would be delegated to the selected user. For example, ''UK_Agreements'' grouping agreements assigned to a logged in user from UK region.

You need to create a Saved Search for entities with the desired conditions beforehand to filter out the set of records to delegate.

6. '''Click'''&nbsp;''Delegate''. The ''Auto Delegation'' is set up.
<div class="image-green-border">[[File:7.16 Delegations 2.png|720px|7.16 Delegations 2.png]]</div> 
The set delegation will take effect when the Delegation Conditions are satisfied.

For example, when there are agreements from UK region assigned to the logged in user who has set up the delegation, those agreements will be delegated to Prachi for the Time Period starting from 19<sup>th</sup> April to 20<sup>th</sup> April 2021.

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The Delegation table shows all currently active delegations for the logged in user on the ''Active Delegations'' tab.
<div class="image-green-border">[[File:7.16 Delegations 3.png|720px|7.16 Delegations 3.png]]</div> 
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The last 15 expired delegations are displayed under the ''Expired Delegations ''tab. You can reactivate the expired delegation by editing it.
<div class="image-green-border">[[File:7.16 Delegations 4.png|720px|7.16 Delegations 4.png]]</div> 
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You can perform following actions on the set delegations:

•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ''Edit''

•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ''Delete''

•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ''Reorder Sequence''

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=== Editing the auto delegation ===

You can modify active as well as inactive delegations. Updating inactive delegations will reactivate them.

i.&nbsp;'''Click''' the ''Edit'' icon corresponding to a Delegation you want to modify in the ''Actions'' column. For example, Delegation set to ''Prachi''. The details of the selected Delegation will be displayed on the ''Auto Delegation'' setting section.

ii.&nbsp;'''Make''' the desired changes. For example, change the date to ''April 21, 2021.''

iii.&nbsp;'''Click''' ''Update''. The changes will be saved for the ''Auto-Delegation''.
<div class="image-green-border">[[File:7.16 Delegations 5.png|720px|7.16 Delegations 5.png]]</div> 
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=== Deleting the auto delegation ===

'''Click''' the ''Delete'' icon corresponding to an ''Auto Delegation'' you want to remove in the ''Actions'' column. For example, Delegation set to ''Prachi''.
<div class="image-green-border">[[File:7.16 Delegations 6.png|720px|7.16 Delegations 6.png]]</div> 
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=== Reordering the auto delegation Sequence ===

The delegation assignment will be evaluated as per set precedence. You can reorder and change the precedence sequence for all active delegations.

1. '''Select''' ''Reorder Sequence'' on the ''Active Delegations'' tab. All active Delegations set by a logged in user will be displayed.
<div class="image-green-border">[[File:7.16 Delegations 7.png|720px|7.16 Delegations 7.png]]</div> 
2. '''Reorder''' ''Auto-Delegations'' using Up and Down action arrows corresponding to Delegations in the ''Reorder'' column. For example, move the delegation set to Ruhi up.
<div class="image-green-border">[[File:7.16 Delegations 8.png|720px|7.16 Delegations 8.png]]</div> 
3. '''Click''' ''Save''. The modified order is saved and Delegations are displayed accordingly on the ''Active Delegations'' tab.
<div class="image-green-border">[[File:7.16 Delegations 9.png|720px|7.16 Delegations 9.png]]</div> 
The details of the multi-level auto delegations are captured in an audit and you can view the same from the History tab on any of the delegated entity’s Details page.

For example, an agreement delegated for approval by user1 to user2, is automatically delegated to user5 when the subsequent auto delegations are in place.
<div class="image-green-border">[[File:7.16 Delegations 10.png|720px|7.16 Delegations 10.png]]</div> <div class="image-green-border">&nbsp;</div> 
== Change the UI Theme ==

1. On the upper right corner of your ICI&nbsp;page, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your login name, and then '''click''' ''Preferences''. The ''My Preferences'' dialog box appears.
<div class="image-green-border">You can view your account settings related to the language, date, time format, and so on.</div> 
2. On the ''My Preferences'' dialog box, in the ''My Settings'' tab, '''select''' the theme color you want for your UI.
<div class="image-green-border">[[File:Preferences theme.jpeg|720px|RTENOTITLE]]</div> 
3.&nbsp;'''Click''' ''Save''. The ''User settings saved successfully'' message appears. The ICI&nbsp;UI appears in the selected color.

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== Special Characters in ICI&nbsp; ==

You can include the following special characters which when enabled, are converted to an underscore (_) by ICI.&nbsp;

(&nbsp;&nbsp;&nbsp; )&nbsp;&nbsp;&nbsp;&nbsp;!&nbsp;&nbsp;&nbsp; '&nbsp;&nbsp;&nbsp; #&nbsp;&nbsp;&nbsp;&nbsp;%&nbsp;&nbsp;&nbsp; *&nbsp;&nbsp;&nbsp; @&nbsp;&nbsp;&nbsp; ^&nbsp;&nbsp;&nbsp; .&nbsp;&nbsp;&nbsp; & &nbsp;&nbsp;&nbsp;

ICI&nbsp;supports certain special and multi-lingual characters, including currency symbols as values while defining the choice and multi-choice type attributes, so that these characters can be accepted as valid inputs when creating Contract Types.

== File formats supported in ICI&nbsp; ==

You can upload files in the following formats in ICI.&nbsp;

*.HWP 
*.DOC 
*.DOCX 
*.XLS 
*XLSX 
*.PDF 
*.JPG 
*.JPEG 
*.PNG 
*.MSG 
*.TIFF 
*.PPT 
*.PPTX 
*.XML 
*.ZIP 
*.XLSM 

== ICI&nbsp;version information ==

To find out, '''click''' [[File:Version.jpg|RTENOTITLE]] on the lower right corner of ICI&nbsp;page.

The ICI&nbsp;Version Information dialog box displays the following information:

'''Product Version''': displays the version of ICI

'''Word Add-In Version''': displays the version of ICI&nbsp;Word Add-In.

'''Excel Bulk Insert Add-In Version''': displays the version of Excel Bulk Insert Add-In.

'''Outlook Add-In Version''': displays the version of Outlook Add-In.

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== Log off from ICI ==

To log off from ICI:

1. On the ICI&nbsp;Dashboard, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your user name in the top right corner.
<div class="image-green-border">2.&nbsp;'''Click''' ''Log Off'' to get out of ICI.</div> <div class="image-green-border">&nbsp;</div> 
== Timeouts in ICI ==

There are two types of timeouts in ICI:

'''• '''Inactivity Session Timeout: if an ICI&nbsp;session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. '''Click''' ''OK'' to continue the session.
<div class="note-box">'''Note''': You may lose any unsaved data if your session times out.&nbsp;</div> 
'''• '''Command Timeout: When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. '''Click''' ''OK'' to close the message. This may happen due to a database issue or a slow server response. Try your query again.

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'''Related Topics:&nbsp;'''[[ICM_Help|ICI&nbsp;Help]]&nbsp;&nbsp;