Association Management[edit]


= Association Management =

Associated documents are additional legal documents or supplementary materials added to an Agreement.

Associated documents can be:

*Created using a Template 
*Uploaded into ICI 
*Prepared from the Associated Document Contract Type model 

From the Association Management tile you can:

*Search an Associated document 
*Create&nbsp;an Associated document 
*Approve&nbsp;an Associated document 

&nbsp;

== Searching an Associated Document ==

Use Search feature to get relevant search results. You can use various methods to narrow down your search and locate the specific Associated Document you are looking for.

To search Associated Documents:

1.&nbsp;'''Click'''&nbsp;the "Associations"''&nbsp;on the Home page. The "Associations"&nbsp;page opens.''
<div class="image-green-border">[[File:8.0-Associations1.PNG|720px|8.0-Associations1.PNG]]</div> 
2. '''Search '''for a specific Associated Document by using any of the following options:

*Under Search For'':'' 
**'''Click''' the Select Field list, and then select the appropriate item from the list. The relevant results are populated. For example, if you select Status (to filter Associations according to various status' of associated documents), list of various states&nbsp;of Associated Documents is displayed. You can then select appropriate status such as Approved, draft. 
**The number in the bracket denotes the number of available items which contain the search term. You can select multiple options at the same time. 
**To narrow your search, '''type''' free text in the Custom Keyword box, and then '''click'''&nbsp;"Apply".   
*Alternatively, '''type''' keywords in the "Refine Search&nbsp;here" box. A list of relevant Associated Documents opens. 
*You can further narrow your search by using any of the following methods: 
**"..." - '''Type''' the search term in double quotation marks. It shows existing Associated Documents that include the exact search term. 
***...* - '''Type''' the search term in star characters. It shows existing Associated Documents that include the exact search term. 
***... - Prefix * to the search term. It shows existing Associated Documents that end with this term.   
**...* - Suffix * to the search term. It shows existing Associated Documents that start with this term.   
<div class="image-green-border">[[File:8.0-Associations2.PNG|720px|8.0-Associations2.PNG]]</div> 
&nbsp;

== Creating&nbsp;an Associated Document ==

In ICI,&nbsp;you can create the Associated documents separately.&nbsp;

To create an Associated document:

1.&nbsp;'''Click&nbsp;'''the "Associations"&nbsp;&nbsp;tile on the "Home"''page.&nbsp;''
<div class="image-green-border">[[File:8.0-Associations1.PNG|720px|8.0-Associations1.PNG]]</div> 
2.&nbsp;'''Click'''&nbsp;"Create" on the "Associations''''&nbsp;''page. The "Create Association" page opens.&nbsp;

&nbsp;
<div class="image-green-border">[[File:8.0-Associations3.PNG|720px|8.0-Associations3.PNG]]</div> 
3.&nbsp;'''Select&nbsp;'''Parent Agreement by clicking the icon. The&nbsp;''Lookup Search''&nbsp;window opens.
<div class="image-green-border">[[File:8.0-Associations2.PNG|720px|8.0-Associations2.PNG]]</div> 
4.&nbsp;'''Select'''&nbsp;the parent Agreement that you want the document to be associated with. You can select only Parent Agreement.

5.&nbsp;'''Click'''&nbsp;"Select". This takes you back to the&nbsp;Create Associated Document''&nbsp;''page with the selected document displayed in the Parent Contract field.

6.&nbsp;'''Select&nbsp;'''the&nbsp;Category.

7.&nbsp;'''Select&nbsp;'''the&nbsp;Contract Type Name.
<div class="note-box">'''Note''': The'''&nbsp;'''Contract&nbsp;Type Description''field&nbsp;facilitates users to select the desired Contract Type.''</div> 
8.&nbsp;'''Click'''&nbsp;Next.&nbsp;Metadata''&nbsp;''section of the&nbsp;Create Association&nbsp;page opens.&nbsp;'''Click&nbsp;'''the&nbsp;Go to Parent Agreement&nbsp;link to access the relevant Parent Agreement.
<div class="image-green-border">[[File:8.0-Associations3.PNG|720px|8.0-Associations3.PNG]]</div> 
9. In the&nbsp;Metadata&nbsp;tab,&nbsp;'''enter'''&nbsp;the appropriate information for&nbsp;the attributes.

10.&nbsp;'''Select'''&nbsp;the&nbsp;File Path&nbsp;field to upload the Associated document.&nbsp;

11.&nbsp;'''Click'''&nbsp;"Create".&nbsp;The Associated Document gets created and the&nbsp;''Agreement Details''&nbsp;page opens. You can see the Associations here. ICI allows you to assemble both text and images in the Association&nbsp;file in the main Agreement document.
<div class="note-box">'''Note''': The Association count on the left pane&nbsp;of the&nbsp;Agreement ''Details ''page gets&nbsp;incremented as soon as the Association is created.''&nbsp;''&nbsp;&nbsp;</div> 
&nbsp;
<div class="image-green-border">[[File:8.0-Associations4.PNG|720px|8.0-Associations4.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> 
=== Using parent’s Organization Unit path when creating associated document ===

<br/> During creation, the organization unit path of the parent document will be displayed by default as the org path for the associated document, thus improving the usability.&nbsp;
<div class="image-green-border">For example, if the organization unit path of the logged in user is ''/Icertis'', but the path of the parent agreement is ''/Icertis/autoproducts'', then the associated document now displays the parent entity’s path i.e. ''/Icertis/autoproducts''. Hence, both parent and child documents have the same organization unit path at the time of creation as well as updation.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Org Path 1.png|720px|Org Path 1]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Org Path 2.png|720px|Org Path 2]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">This is applicable to the following associations:</div> 
*Import of Association (Line item) 
*Auto Attachment Association 
*Obligation/Fulfillment (Association of Association) 
<div class="image-green-border">The existing event rules apply for the association creation and changes made to org path via event rules are captured in the History.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> 
== Creating associations on create/edit wizard of agreement ==

The ability to create association instances as part of agreement creation or update wizard is being introduced in this release. A separate page is displayed, when creating or updating the agreement or amendment, for the user to create, view or delete inline associations. The user also has an option to select the columns and their order in the association grid.&nbsp;
<div class="image-green-border">This new page also supports page navigation. Support is also provided to copy attribute rules, association events and agreement assembly, in case associations are tagged in the agreement template.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
=== Configuring Inline Associations ===

<br/> As a prerequisite to enable Inline Associations for an agreement, the agreement’s contract type must be configured. To configure the agreement contract type for inline associations:

1. '''Go to '''the Association tab of the agreement contract type, for example Automation Non Editable Agreement.

[[File:7.15 Inline Associations 01.png|720px|7.15 Inline Associations 01.png]]<br/> &nbsp;<br/> 2. '''Click '''the plus icon next to Association. The Add Association content will be displayed.&nbsp;

[[File:7.15 Inline Associations 02.png|720px|7.15 Inline Associations 02.png]]<br/> &nbsp;
<div class="note-box">'''Note''': The association (associated document contract type) should NOT have template enabled; the approver workflow flag needs to be set to False and constraint should be None or Prerequisite (not Postrequisite). If these criteria are not satisfied, the Inline Associations flag will automatically be disabled.</div> 
<br/> 3. '''Set '''the appropriate flags. In order to enable Inline Associations, the ''Inline Association'' flag must be set to ''Yes''.
<div class="note-box">'''Note''': If the Inline Associations flag is enabled then the Defined By Rule flag gets disabled by default. Alternatively, if the Defined By Rule flag is set to Yes, the Inline Associations functionality will be disabled.</div> 
<br/> 4. As an option you can configure a Rule on this contract type with Copy Attribute Value condition for select attributes, for example for the Contract Value.

&nbsp;

=== <br/> Using Inline Associations ===

1. '''Go to '''''Agreement Management > Create Agreement'' on the ''Home'' page. The Create Agreement page opens.
<div class="image-green-border">[[File:7.15 Inline Associations 03.png|720px|7.15 Inline Associations 03.png]]<br/> &nbsp;<br/> 2. '''Select '''the Contract Type Name which has the Inline Associations flag enabled. For example, Automation Non Editable Agreement.</div> 
3. '''Click '''''Next''. The Initial Attributes page opens.
<div class="image-green-border">[[File:7.15 Inline Associations 04.png|720px|7.15 Inline Associations 04.png]]<br/> &nbsp;<br/> 4. '''Enter '''details such as Name, Test Case Id, Contract Value, and so on.</div> 
5. '''Click '''''Next''. The ''Auto-saving agreement and loading inline associations message'' is displayed and the page reloads displaying the Inline Association page.
<div class="image-green-border">[[File:7.15 Inline Associations 05.png|720px|7.15 Inline Associations 05.png]]<br/> &nbsp;<br/> 6. '''Click '''the ''Add ''button. The Create Association popup window opens.</div> 
7. '''Enter '''the appropriate attribute values.&nbsp;
<div class="image-green-border">[[File:7.15 Inline Associations 06 7.16 update.png|720px|7.15 Inline Associations 06 7.16 update.png]]</div> 
8. '''Click '''''Create''. The page reloads and the Association count is updated to 1. Alternatively you can click ''Save And Create New'' to create one association and to refresh the page for another association to be created. The “Save and Create New” action is only applicable for adding new associations and will not be available for updating or copying existing association.
<div class="image-green-border">[[File:7.15 Inline Associations 07.png|720px|7.15 Inline Associations 07.png]]</div> 
9. '''Click '''the ''More ''icon in the ''Actions'' column. The actions available are:&nbsp;

*Edit: Select to open the Edit Association page in the same tab. 
*View Record: Select to open the Associated Document details page in a new tab. 
*Copy: Select to create a copy of the association. 
*Disassociate: Select to disassociate the Association. 
*View Document: Select to view an uploaded document, if any. 
*View Smart Links: Select to view smart links if available. 
<div class="note-box">'''Note''': The actions displayed are based on user authorization.</div> 
&nbsp;
</div> 
== Assembly of Associated documents based on a defined order&nbsp; ==

ICI enables users to define the format for assembly of associations tagged as a Table or file in the main Agreement using Saved Search.&nbsp;This is accomplished by tagging Saved Searches of associated documents in an agreement.

=== <br/> Defining the order of Associated documents using Save Search ===
<div class="image-green-border"><br/> To define the order of associations using Saved Search:<br/> 1. '''Click '''''Search''. The ''Search'' window opens.</div> <div class="image-green-border"><br/> [[File:Defining the order 01.png|720px|Defining the order 01.png]]&nbsp;</div> <div class="image-green-border"><br/> 2. '''Select''' ''Obligation'' from the ''Please select Entities to search'' drop-down list.&nbsp;</div> <div class="image-green-border"><br/> [[File:Defining the order 02.png|720px|Defining the order 02.png]]</div> <div class="image-green-border">&nbsp;<br/> 3. '''Click '''the search icon to search all Obligation. All Obligations are displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Defining the order 03 gr actions.png|720px|Defining the order 03 gr actions.png]]</div> <div class="image-green-border"><br/> 4.&nbsp;'''Click''' ''Select Columns'' to add columns as per requirement for example, Team Member: User Name. The ''Select Columns'' window opens. &nbsp;</div> <div class="image-green-border">5. '''Click''' ''Apply''.<br/> 6. '''Enter''' a category or select one from the Categories drop-down. For example, ''Created By''.&nbsp;<br/> 7. '''Select''' the checkbox next to the users for which you want to view the Obligation. For example, Configuration Admin. &nbsp;All Agreements created by the Configuration Admin are displayed.&nbsp;<br/> 8. '''Click''' the Save Search icon. The Save Search window opens.</div> <div class="image-green-border"><br/> [[File:Defining the order 04.png|720px|Defining the order 04.png]]&nbsp;</div> <div class="image-green-border"><br/> 9. '''Enter''' a name in the ''Save search as'' field. For example, ''Total number of Obligations''.</div> <div class="image-green-border"><br/> [[File:Defining the order 05.png|720px|Defining the order 05.png]]&nbsp;</div> <div class="image-green-border"><br/> 10. '''Toggle''' ''Yes ''for the ''Global Search ''field.<br/> 11. '''Toggle''' ''Yes ''for the ''Dashboard Tile'' field.<br/> 12. '''Enter''' a name in the ''Dashboard Tile Name'' field. For example, ''Total number of Obligations''.<br/> 13. '''Click''' ''Save''. The ''Information ''window opens indicating that search is saved as ''Total number of Obligations''.</div> <div class="image-green-border"><br/> [[File:Defining the order 06.png|720px|Defining the order 06.png]]&nbsp;</div> <div class="image-green-border"><br/> 14. '''Click''' Ok to save the search.</div> 
&nbsp;

=== Tagging of Associated Documents in the Agreement Template with Saved Search ===
<div class="image-green-border">1. '''Log on''' to Icertis Experience for Word to create an agreement template.<br/> 2. '''Click''' ''Create ''to create a Template.&nbsp;<br/> 3. '''Select''' the contract type. For example, ''MSA_OM''. The MSA_OM has Obligation as Associated Contract Type.&nbsp;<br/> 4. '''Enter''' a name for the template. For example, ''MSA_template''.<br/> 5. '''Click''' ''Save''. The template is saved.<br/> 6. '''Click''' the ''Library ''tab.<br/> 7. '''Click''' the ''Associations ''button.<br/> 8. '''Click'''&nbsp;the more actions&nbsp;icon. A window opens with options such as Add as file, Add as file with page break, Add as table, Add as table with page break and Add with Saved Search.&nbsp;<br/> 9. '''Click''' ''Add with Saved Search''. The ''Select Saved Search and tag'' window opens.<br/> 10. '''Select''' ''Total number of Obligations'' from the drop-down list.<br/> 11. '''Click''' ''Add as table'' to add associations as a table.<br/> 12. The ''Obligation added to document'' window opens.<br/> 13. '''Click''' ''Save''. The template is saved.&nbsp;<br/> 14. In the Agreement details page of ICI, let us now add some Obligations. For example, ''Trojan'', ''Trojan 2'' and ''Trojan 3''. &nbsp;<br/> 15. Go to the Saved Searches (''Total number of Obligations'') and sort the Obligations of based on the descending order of ''End date'' column.<br/> &nbsp;</div> <div class="image-green-border">[[File:Defining the order 14 gr actions.png|720px|Defining the order 14 gr actions.png]]</div> <div class="image-green-border"><br/> 16. '''Click '''the ''Save Search''&nbsp;icon to save the revised Saved Searches.&nbsp;<br/> 17. '''Click''' ''Assemble Contract'' on the Agreement ''Details ''page to assemble the associated document as per the revised Saved Searches.</div> <div class="image-green-border"><br/> [[File:Defining the order 15.png|720px|Defining the order 15.png]]&nbsp;</div> <div class="image-green-border"><br/> 18. '''Click''' ''Preview''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Defining the order 16.png|720px|Defining the order 16.png]]<br/> &nbsp;<br/> 19. Associated documents are sorted based on the Saved Searches. &nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note''': The Revised order of associations is visible by clicking the following buttons on the agreement ''Details ''page: ''Upload Document'', ''Assemble Contract'' and ''Send For Approval''.&nbsp;</div> 
&nbsp;

== Understanding Multi-Party Agreements ==

Additional platform support for Associations have been added. These enhancements support full platform functionality for Association metadata that was previously available only for Agreement metadata. The additional enhancements fall into three main areas:

#Ability to use Association Attributes in Rules 
#Ability to tag Association Attributes in Agreement and Clause Templates 
#Ability to use faceted search for Association Attributes from the main Search page 
#Ability to compare Association tagged as a table&nbsp;across versions 

One of the primary functional drivers for these new capabilities is to enable full functionality for Multi-party Agreements.

=== Making&nbsp;the Association type itself available while selecting Attributes ===

Building on the functionality around one-to-many relationships in Associations, ICI provides&nbsp;the ability to reference Association counts in Rule criteria. Since Rules can now be written for individual Attributes of an Association, it enables Admins to write Rules based on the count of Associations that have been added of a specific type. All attributes for Associations are available for the given Rule conditions and every Association has a specific sequence number so that the metadata of that sequence is tagged in the Template. You can search selected values of an Agreement or an Associated Document. For a multi-division Agreement, ICI supports writing Rules based on individual instances of the multi-value attributes.

When Rules are written based on the Attributes of the Association, the rules support tagging of the Metadata that belongs to the association. The associations may either be parent-child or peer. After the content control tag is entered, the value of the associated instances’ metadata is placed in the content control as shown in the example below.

&nbsp;

=== Introducing&nbsp;a Content Control tag for Association Metadata ===

You can create a saved search to get the Association attribute and assemble it in the Agreement. You can sort any of the available columns. The name of the saved search is used to tag that association’s Metadata into the Template. This feature works only on Publish Agreement and Edit Agreement.

These changes to the attribute are done by editing the content control in Word manually. The example below shows the content control tag.

'''Note:'''&nbsp;This is not available in ICI Word Add-in.

'''Example:'''

==== ''Editing a content control tag'' ====

#To tag the association’s metadata to the clause, edit the control tag as follows: 

ICMAssociation|AssociationSavedSearchName{0}.ICMClientContactPerson

where,

*The selected Contact Person from the Contract Party association’s sequence is 1. 
*The index is a zero based index. 0 means 1<sup>st</sup>&nbsp;instance, 1 means 2<sup>nd</sup>&nbsp;instance, and so on. 
<ol start="2">
<li>The sample content control will look as follows:</li>
</ol>

Click here to enter text.

==== ''Adding a content control tag'' ====

#'''Check''' if the Developer ribbon is available in the Word menu. To enable it, go to: 

''&nbsp; &nbsp; &nbsp; &nbsp; File -> Options -> Customize Ribbon -> Enable Developer''
<ol start="2">
<li>'''Select'''&nbsp;''Plain Text Content Control -> Properties&nbsp;''and add the attribute’s display name in the Title.</li>
</ol>
<div class="image-green-border">[[File:Adding a Content Control Tag.png|Create an Associated Document (multi-party agreement) - Adding a Content Control Tag]]</div> <ol start="3">
<li>Add&nbsp;ICMAssociation|AssociationSavedSearchName{index}.{Attribute’s Technical Name}</li>
</ol>

where,

*ICMAssociation:&nbsp;This is static and does not change. 
*AssociationSavedSeachName: As explained above. 
*Index: This is a zero based index. 0 means 1<sup>st</sup>&nbsp;instance, 1 means 2<sup>nd</sup>&nbsp;instance, and so on. 
*Attribute’s Technical Name: The technical name of the attribute of Association, such as, ICMCountryName, ICMPartyName, and so on. 

&nbsp;

=== Comparing Association tagged as a table&nbsp;across Agreement versions ===

The&nbsp;functionality of alerting users on&nbsp;redlining of changes in Association tagged as a table is visible through the Versions tab of the Agreement document.&nbsp;Let’s see an example where the user edits a table tagged as Association and then uploads a revised Agreement to ICI and how ICI alerts the user regarding the changes made in the table tagged as an Association.

To edit an existing Agreement where a table is tagged as an Association: &nbsp;&nbsp;

1.&nbsp; '''Click''' the ''Agreement Management'' tile on the ''Home ''page. &nbsp;The ''Agreement Management'' page opens.<br/> 2.&nbsp; '''Click '''the ''View Record'' icon next to the Agreement in which you want to edit the Associated Document table. The Agreement ''Details'' page opens. For example, ''Main Sales Order 2''.
<div class="image-green-border">[[File:2-Ass.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 3.&nbsp; '''Click''' ''Download ''to download the Agreement. The Agreement gets downloaded in Microsoft Word document (.Docx) format.<br/> 4.&nbsp; '''Edit '''the Associated Document table. For example, let’s remove existing numbers 83, 67, and 75 from the cells of the ''Display Label'' column of ''Line Item: Table1''.&nbsp;</div> 
&nbsp;[[File:4-Table-Ass.PNG|720px|RTENOTITLE]]<br/> [[File:4-Table-2-Ass.PNG|720px|RTENOTITLE]]

5.&nbsp;&nbsp;'''Click '''''Save''.<br/> 6.&nbsp; '''Click '''''Upload Document'' in ICI. The ''Upload Document'' window opens.<br/> 7.&nbsp; '''Click''' ''Select File'' to select the revised Template. &nbsp;<br/> 8.&nbsp; '''Click''' ''Upload File'' to upload the revised file. The ''Please Confirm'' window opens with a message ''Changes in Association Table(s)''.
<div class="image-green-border">[[File:8-Ass.PNG|720px|RTENOTITLE]]&nbsp;<br/> &nbsp;<br/> 9.&nbsp; '''Click '''the ''Show Changes'' link to view the changes made in the ''Association Tables''. The ''Association Tables'' window opens highlighting the removed values (83,''67 and 75) &nbsp;in the ''Display Label''column.&nbsp;''</div> <div class="image-green-border"><br/> ''[[File:9-Ass.PNG|720px|RTENOTITLE]]<br/> &nbsp;''<br/> '''Legends:'''<br/> <br/> '''''[[File:9-Ass-2.PNG|720px|RTENOTITLE]]'''''</div> <div class="image-green-border">''&nbsp;''</div> <div class="note-box">'''Note''': Deviation tracking and reverse sync of the changed table data to the respective Association instances is not supported. Icertis Experience for Word&nbsp;supports this capability unlike ICI .Net Add-in but provides limited information. Table comparison is only shown when cell values get changed not when empty cells get added or removed.</div> <div class="image-green-border"><br/> 10.&nbsp; '''Click '''''Cancel'' to return to the ''Please Confirm'' window.&nbsp;<br/> 11.&nbsp; '''Click''' ''Yes'' to upload the revised Associated Document.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''[[File:11-Ass.PNG|720px|11-Ass.PNG]]''</div> <div class="image-green-border"><br/> 12.&nbsp; '''Click '''the ''Versions'' tab to view the different Agreement documents with revised Associated tables.<br/> ''&nbsp;<br/> [[File:12-Ass.PNG|720px|RTENOTITLE]]<br/>  ''<br/> 13.&nbsp; '''Click''' the ''Show All Details'' link to view the changes in the ''Association Table(s)''.&nbsp;</div> <div class="image-green-border">''&nbsp;''</div> <div class="note-box">'''Note''':&nbsp;A user can also able to view the changes in the ''Versions'' tab on performing actions like ''Assemble Contract'' or ''Send For Approval'' on the Agreement ''Details'' page. &nbsp;</div> <div class="image-green-border">''&nbsp;''</div> <div class="image-green-border">When modifications are made using the Icertis Experience for Word, a user can view the changes in the Associated table of the published Agreement.</div> <div class="image-green-border">''&nbsp;''''&nbsp;'''''</div> <div class="note-box">Note''':&nbsp;Users can view limited information in Icertis Experience for Word like changes made in an Association table unlike the detailed changes available in ICI web.&nbsp;'''</div> 
&nbsp;

=== To view Associated table changes through Icertis Experience for&nbsp;Word ===

When modifications are made using the Icertis Experience for&nbsp;Word, a user can view the changes in the Associated table of the published Agreement.
<div class="note-box">'''Note''': Users can view limited information in Icertis Experience for Word&nbsp;like changes made in an Association table unlike the detailed changes available in ICI web.</div> 
&nbsp;

== Highlighting changes in Associations tagged as a file ==

ICI alerts the user and presents a summary of any text that is added or modified in association(s) tagged as file(s). &nbsp;<br/> <br/> The following actions take place as soon as a new agreement version is uploaded:

*The version being uploaded is compared with the latest version available in ICI&nbsp; 
*A window is displayed alerting the changes made in associations 
<div class="note-box">'''Note''': The user can also view the changes in the association by clicking the View all modifications button for a published agreement using Icertis Experience for Word</div> 
&nbsp;

=== Highlighting changes in Associations using Icertis Experience for Word ===

To view changes in Associations tagged as a file:<br/> 1. '''Click''' ''Download ''in ICI. The agreement document is downloaded.<br/> 2. '''Click''' ''Enable Editing'' to edit the agreement document.<br/> 3. '''Log on''' to Icertis Experience for Word.&nbsp;<br/> 4. '''Edit''' the agreement document. For example, let us edit ''Annexure2'', which is tagged as an association as a file.<br/> 5. '''Click '''''Publish''. The ''Publish Agreement'' window opens.&nbsp;
<div class="image-green-border">[[File:7.11 document validation 1 7.16 update.png|720px|7.11 document validation 1 7.16 update.png]]<br/> &nbsp;<br/> 6. '''Enter '''a note.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 2 7.16 update.png|720px|7.11 document validation 2 7.16 update.png]]<br/> &nbsp;<br/> 7. '''Click''' ''Save''. A validation message window opens indicating the warnings or errors so that you can take appropriate actions to proceed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 3 7.16 update.png|720px|7.11 document validation 3 7.16 update.png]]<br/> &nbsp;<br/> 8. '''Click '''''View all modifications''. The ICI Web page opens displaying the modifications made in the association files. For example, ''Annexure2 ''association files.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">As per release 7.10, “View All Modifications” was being shown in popup window, but from 7.11 it will be opened in default browser set by respective users on their machine.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 4.png|720px|7.11 document validation 4.png]]<br/> &nbsp;<br/> 9. '''Click&nbsp;'''''Download Comparison'' to view the comparison between the previous agreement version and the current version. This document highlights the modifications made.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 5.png|720px|7.11 document validation 5.png]]&nbsp;</div> <div class="image-green-border"><br/> 10. '''Go '''to Icertis Experience for Word.<br/> 11. '''Click''' ''Yes ''to continue uploading the document.<br/>  </div> 
=== Highlighting changes in Associations using ICI ===

1. '''Click '''''Download ''in ICI. The agreement document is downloaded.<br/> 2. '''Click''' ''Enable Editing'' to edit the agreement document.<br/> 3. '''Log on''' to Icertis Experience for Word.&nbsp;<br/> 4. '''Edit''' the agreement document. For example, let us edit ''Annexure2'', which is tagged as an association as a file.
<div class="image-green-border">[[File:7.11 document validation 6 7.16 update.png|720px|7.11 document validation 6 7.16 update.png]]<br/> &nbsp;<br/> 5. '''Save''' the agreement document.<br/> 6. '''Click '''''Upload Document''. The ''Upload Document ''window opens.<br/> 7. '''Click''' ''Select File''. For example, ''ICISaasAgreement.Docx''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 7.png|720px|7.11 document validation 7.png]]<br/> &nbsp;<br/> 8. '''Click '''''Upload File''. The ''Please Confirm'' window opens indicating the changes in the Association File(s).</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 8.png|720px|7.11 document validation 8.png]]</div> <div class="image-green-border">&nbsp;<br/> 9. '''Click '''''Download Comparison'' to view the comparison between the latest available version of the agreement and the version being uploaded. This document highlights the modifications made.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 5.png|720px|7.11 document validation 5.png]]&nbsp;</div> <div class="image-green-border"><br/> 10. '''Click '''''Yes ''to continue uploading the document.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 10.png|720px|7.11 document validation 10.png]]<br/> &nbsp;<br/> 11. '''Click '''''Show All Details'' on the ''Versions ''tab.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 11 home.png|720px|7.11 document validation 11.png]]<br/> &nbsp;<br/> The ''Details ''window opens indicating that the Association file has been modified.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 12.png|720px|7.11 document validation 12.png]]</div> 
&nbsp;

&nbsp;

== Localization support for attribute values in tagged associations ==

The localization support has been provided for association entities assembled as a file, table or saved search in a single as well as bilingual template. The localization covers attribute data types such as string masterdata lookup, &nbsp;choice/multi-choice, Date and DateTime Format, Percentage, Number, Boolean and Currency format, as well as attribute groups and extension attributes on ICI UI.

This support will be available with the version upgrade without any further configuration. Here are some points to keep in mind regarding the localization for attribute values of tagged associations:

*For agreements with associations tagged as table or saved search as table, the attribute values will be displayed in local languages automatically when the document is assembled. 
*For existing agreements, the attribute values will be localized when the document assembly is carried out explicitly. 
*For executed or terminated agreements, the localization is not supported for attribute values of tagged associations. 

When &nbsp;the localization is not defined, the attribute values for association entities will be displayed in a language depending on specific business criteria. To apply the localization in ICI, Administrators should maintain the translation values against respective resource keys using the Translation Editor tool.&nbsp;Refer to the[[Localizing_ICI|Localization support across ICI&nbsp;for]] more details on the business scenarios.

&nbsp;

== Approving&nbsp;an Associated Document ==

When the Associated Document is created, the approval rule triggers, and the document is sent to the approvers that are set by the approver rule. If you are an approver, you can approve or reject the associated document.

To approve an Associated Document:

1.&nbsp;'''Click&nbsp;'''the&nbsp;''Tasks''&nbsp;tile on the ''Home ''page. The&nbsp;''User Tasks''&nbsp;page opens.

2.&nbsp;'''Click'''&nbsp;the&nbsp;''Association name'''''&nbsp;'''link that you want to approve. The Associated Document&nbsp;''Details''&nbsp;page opens.

3. To Approve the document,&nbsp;'''click'''&nbsp;''Approve''. To reject the document,&nbsp;'''click'''&nbsp;''Reject''. A notification is sent to the Primary and Secondary Owner of the document every time an approver approves or rejects a document.

4. If you click:

*Approve: The&nbsp;''Add Note''&nbsp;window opens.&nbsp;'''Type'''&nbsp;your comments and then&nbsp;'''click'''&nbsp;''Add''. The associated document gets approved. 
*Reject: The&nbsp;''Add Note''&nbsp;window opens.&nbsp;'''Type'''&nbsp;your comments,&nbsp;'''select'''&nbsp;the appropriate reason code, and then&nbsp;'''click'''&nbsp;''Add''. The Associated Document gets rejected and goes into the Draft state. 
<div class="image-green-border">[[File:Add Note-7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border">The Approval Rule is triggered when the Associated document is created and the document is sent to the approvers set by the approval rule. The Primary Owner can recall the Association that is in&nbsp;''Waiting for Approval''&nbsp;state to stop the approval workflow and add a note to specify the reason, by clicking the Recall button.</div> 
You can enable, disable, reassign, or remove approvers using the respective buttons from the&nbsp;''Team''&nbsp;tab of the Association after it is created. This can be done for the Associations that are in&nbsp;''Approved''&nbsp;or&nbsp;''Waiting for Approval''&nbsp;states.

If you are an approver of the Associations for Agreements and Amendments, you can request more information for an Association that is in&nbsp;''Waiting for Approval''&nbsp;state using the&nbsp;''Need More Info&nbsp;''button''.&nbsp;''You can also remove yourself as an Approver using the&nbsp;''Remove Me''button for an Association that is Waiting for Approval.
<div class="image-green-border">[[File:Create an associated document action buttons 7.8.PNG|720px|RTENOTITLE]]</div> 
&nbsp;

&nbsp;

== Uploading and downloading large files with the File Path attribute ==

ICI now provides support for larger files.&nbsp;

Users can now:

*Large file support is added in masterdata and association only. 
*Upload files up to 4GB under the file selection attribute.&nbsp; 
*Upload files with all supported file extensions allowed in the file selection attribute. 
*Download All/Download Package up to 6 GB. 
*Only Azure and Windows store are supported. 

ICI supports virus scanning of large files if the virus scan feature is enabled.
<div class="note-box">'''Note:&nbsp;'''This is not applicable for contract requests, agreements, or associations with large files in the DocuSign/Adobe Sign association selection pop-up, document assembly, bulk actions, legacy upload, integrations (Salesforce, Workday, etc.), and APIs.</div> 
&nbsp;

=== To upload a&nbsp;large file: ===

1. '''Click'''&nbsp;''Configuration > Contract Types > Categories''.

2. '''Select''' ''Type of Contract'' from the drop-down.
<div class="image-green-border">[[File:Large File 1.png|720px|Large File 1]]</div> 
3. '''Select'''&nbsp;the contract type where you want to enable this functionality.

4.&nbsp;On the ''Attributes ''tab of the ''Edit Contract Type'' page, '''select '''any&nbsp;''File Selection'' data type attribute&nbsp;such as&nbsp;''File Path'' in the ''Selected Attributes'' column.

5. '''Enter '''a ''Display Name ''for the attribute.&nbsp;
<div class="image-green-border">[[File:Large File 2.png|720px|Large File 2]]</div> 
6. '''Toggle''' the''&nbsp;Enable Large File Upload'' to ''Yes''. This flag provides support for large files in ''File Selection ''and ''File Path'' attributes.

'''Note:'''

*Depending on the data type, the Enable Large File Upload attribute will be enabled. 
*Once this flag is enabled, it cannot be disabled. 
*The attribute is always disabled for contract requests and agreements as they are not supported. 

7. '''Click '''''Save'' to save your changes and Publish.

8.&nbsp;'''Click''' ''Association Management > Create Association''.

9. On the ''Meta Data'' tab, '''click''' ''Select File''&nbsp;in&nbsp;the ''File Path'' field.
<div class="image-green-border">[[File:Large File 3.png|720px|Large File 3]]</div> 
10. '''Select '''the file that you want to upload.

*If the file size does not exceed the configured limit (4GB), then the file will be uploaded and displayed on the page. 
*If the file size exceeds the configured limit, a message will be displayed that the maximum allowed size had exceeded. 
<div class="image-green-border">[[File:Large File 6.png|720px|Large File 6]]</div> 
11.&nbsp;'''Select '''the file that you want to upload in the associated document (Annexure Document) field.&nbsp;

'''Note:'''

*For file attributes, you have to explicitly upload the file by clicking the ''Upload File ''button, unlike the file path attribute. You can also view the progress of the upload. When the file is uploaded, the progress bar turns green. 
*Uploading a file may take some time depending on the network bandwidth, connection speed, file size, etc. 

&nbsp;

=== To download a large file: ===

11. When the association is created, '''click '''the ''Versions ''tab on the association&nbsp;''Details'' page.
<div class="image-green-border">[[File:Large File 4.png|720px|Large File 4]]</div> 
12. '''Click '''the ''Download'' icon to download&nbsp;the large file that has been uploaded.&nbsp;

13. '''Click''' ''Preview ''if you want to preview the file. The ''Preview not supported for document type'' message will be displayed.
<div class="image-green-border">[[File:Large File 5.png|720px|Large File 5]]</div> 
'''Note:''' For file path attributes, the ''Preview'' can be generated. However, for large files, restrictions have been added to avoid performance impact. However, the files can be viewed on the ''Versions'' tab and the audit history.
<div class="image-green-border">&nbsp;</div> 
&nbsp;

=== To download all (large) files: ===

15. '''Click '''the ''Download All ''button.
<div class="image-green-border">[[File:Large File 8.png|720px|Large File 8]]</div> 
16. On the ''Download ''window, select the files that you want to download in a zip format.

*If the file size does not exceed the configured limit (6GB), then the files will be downloaded in a zip format. 
*If the file size exceeds the configured limit, a message will be displayed that the total file size exceeds the download limit. 
<div class="image-green-border">[[File:Large File 7.png|720px|Large File 7]]</div> 
'''Note:''' Creating the zip file may take some time. A message will be displayed when the download starts.

17. '''Click''' ''Download All''. The files will be downloaded in a zip format.
<div class="image-green-border">[[File:Large File 9.png|720px|Large File 9]]</div> <div class="image-green-border">&nbsp;</div> 
== Supporting rich documents preview using MS Office for Web ==

The document preview has now been enhanced to provide the rich preview experience using Microsoft Office for Web. This rich preview is available for agreements, associated documents and file type attributes.<br/> With MS Office for Web, users can now preview MS Excel and PowerPoint files, however, the existing supported file formats such as images, PDF and MS Word will continue to use the current technical solution to generate file previews.<br/> Configurators can enable or disable the MS Office for Web based preview feature through the technical configuration. &nbsp;
<div class="image-green-border">[[File:7.17 WOPI 1.png|720px|7.17 WOPI 1.png]]<br/> &nbsp;</div> 
== Extending inline association support for contract request and introducing file drop functionality in inline association ==

ICI enables users to create association instances as part of agreement creation or update wizard. When creating or updating an agreement or amendment, users can create, view, or delete inline associations.&nbsp;

This inline associations functionality has been extended to contract request create/update wizard as well. The users can create, view or delete associations while creating or updating the contract requests.

On a separate note, a file drop zone similar to the one in agreements, has been made available on the contract request details page for the configured associated document. Support has also been added for dynamic associated document rule evaluation for partially created and saved contract requests.&nbsp;

This file drop functionality available on the associations grid of the agreement details page has been extended to inline associations grid in agreement as well as contract request creation wizard. The inline association functionality now supports dynamic associations for agreements, amendments and contract requests.&nbsp;

1. '''Enable '''the Inline Association flag while associating the association contract type with the parent contract request contract type and publish it.&nbsp;
<div class="image-green-border">[[File:7.16 CR Inline Assoc 01.png|720px|7.16 CR Inline Assoc 01.png]]</div> 
2. '''Click '''''“Agreement Management > Create Request”'' on the ICI home page. The Create Contract Request page opens.&nbsp;
<div class="image-green-border">[[File:7.16 CR Inline Assoc 02.png|720px|7.16 CR Inline Assoc 02.png]]</div> 
3. '''Select '''the contract request contract type for which Inline Associations are configured.&nbsp;

4. '''Click '''''Next''. The Attributes page opens.

5. Update the attribute values.

6. '''Click '''''Next''. The contract request gets auto saved and the Inline Associations page is displayed.
<div class="image-green-border">[[File:7.16 CR Inline Assoc 03.png|720px|7.16 CR Inline Assoc 03.png]]</div> 
The configured associations are displayed as the different tabs on the Inline Associations page.

Users have the option to drag-and-drop the association files into the “Drop files here…” area provided. In this case, an association gets created with the same name as the file name.
<div class="note-box">'''Note''':<br/> If the “Allow Multiple Association” flag is set to “No” for an association, then the file drop will be hidden and the Add button will be disabled as soon as one association gets created.<br/> This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type that has the “Show File Drop Zone” field set as Yes.</div> 
7. '''Click '''''Add''. The Create Association popup is displayed.&nbsp;
<div class="image-green-border">[[File:7.16 CR Inline Assoc 04.png|720px|7.16 CR Inline Assoc 04.png]]</div> 
8. '''Enter '''the association details.

9. '''Click '''''Create''. The association gets created. Alternatively, click ''Save and Create New'' to save the association and to reset the create wizard to default values in the popup window, to create another association.
<div class="image-green-border">[[File:7.16 CR Inline Assoc 05.png|720px|7.16 CR Inline Assoc 05.png]]</div> 
10. '''Click '''the three-dots icon in the "Actions" column to perform ''Edit'', ''View Record'', ''Disassociate'', ''View Document'' and ''View Smart Links'' actions on the association.

11. Once the required associations are created, '''click '''''Next'' to continue with the Contract Request creation wizard. The remaining workflow continues as before.
<div class="image-green-border">[[File:7.16 CR Inline Assoc 06.png|720px|7.16 CR Inline Assoc 06.png]]</div> 
The created associations are displayed in the left navigation pane, under the Associations tab.
<div class="image-green-border">[[File:7.16 CR Inline Assoc 07.png|720px|7.16 CR Inline Assoc 07.png]]</div> 
The existing ICI functionalities for associate and inherit, inheritance, auto attachment, event rule evaluation and so on will get executed at partial save (manual/auto) and create/update user actions and will continue to work with inline associations as is.&nbsp;

If an agreement / contract request that has not yet been saved, it will be auto saved when the user lands on the inline association page. This will enable the user to see list of evaluated associations on the inline association page.&nbsp;

For an agreement/contract request that has been previously saved, the user will have to explicitly update (and save) the agreement/contract request to see the new changes on the inline page.&nbsp;

The Dynamic Association Rule evaluation is dependent on technical configuration.&nbsp;

&nbsp;

&nbsp;

'''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Contract_Type|Contract Type]]&nbsp;|&nbsp;[[Saved_Searches|Saved Searches]]&nbsp;|&nbsp;|&nbsp;[[Adding_Supporting_Documents_to_an_Agreement|Adding&nbsp;Associations]]&nbsp;|&nbsp;[[Obligation_Management|Obligation Management]]