View source for Agreement Management

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An agreement is a type of contract that your organization signs with third party. An agreement can be for legal or procedural purpose.<br/>You can do the following tasks relating to your agreements using the '''Agreements''' feature. Let us understand these tasks in detail.<br/>

==Requests==
===Search an Existing Request===
[[Search an Existing Request]]<br/>

===View Request Status===
[[View Request Status]]<br/>

==Create a Request==
[[Create a New Request]]<br/>
[[Copy an Existing Request]]<br/>
[[Download and Print Request Information]]

==Review and  Approve/Reject a Request==
[[Send a Request for Review]]<br/>
[[Review a Request]]<br/>
[[Send a Request for Approval]]<br/>
[[Approve a Request]]<br/>
[[Add Notes]]<br/>
==Edit a Request==
[[Edit a Request]]<br/>

==Search Contracts/Agreements==
[[Search Contracts/Agreements]]<br/>
[[Save Your Search Results]]<br/>
[[Export Search Results]]<br/>
[[Create Smart Link for Agreement]]<br/>
[[Create Smart Link for Association]]<br/>

==Create a Contract/Agreement==
[[Create a Fresh Contract/Agreement]]<br/>
[[Create a Contract/Agreement from Contract Request]]<br/>
[[Copy an Existing Agreement]]<br/>
[[Export Search Results]]<br/>
[[Add Supporting Documents to Your Contract/Agreement]]<br/>
[[Add Commitments to Your Contract/Agreement]]<br/>
[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
[[Download and Print Contract/Agreement Information]]<br/>
[[Send a Message]]<br/>

==Edit a Contract/Agreement==
[[Edit a Contract/Agreement]]<br/>

==Delete a Contract/Agreement==
[[Delete a Contract/Agreement]]<br/>

==Cancel a Contract/Agreement==
[[Cancel a Contract/Agreement]]<br/>

==Add Team to Your Contract/Agreement==
[[Add or Remove Approvers after Contract/Agreement is Published]]<br/>
[[Enable and Disable Approvers]]<br/>
[[Trigger Notification]]<br/>

==Review and Approve/Reject a Contract/Agreement==
[[Send a Contract/Agreement for Review]]<br/>
[[Review a Contract/Agreement]]<br/>
[[Recall an Approval]]<br/>
[[Approve a Contract/Agreement]]<br/>
[[Reject a Contract/Agreement]]<br/>
[[Add Notes]]<br/>
[[Delegate an Agreement Approval/Review]]<br/>

==Deviation in Clauses==
[[Review Deviated Clauses]]<br/>
[[Approve Deviated Clauses]]<br/>
[[Add Manual Deviation]]<br/>

==Execute a Contract/Agreement==
[[Fulfil a Commitment]]<br/>
[[Send an Agreement to External/Third Party Signature]]<br/>
[[Electronic Signature for Own Paper]]<br/>
[[Electronic Signature for Third Party Paper]]<br/>
[[Manual Signature]]<br/>

==Terminate a Contract/Agreement==
[[Post - Execution Review of an Agreement/Contract]]<br/>
[[Terminate an Agreement]]<br/>

==Add Amendment to a Contract/Agreement==
[[Add Amendment to a Contract/Agreement]]<br/>

==Upload Agreements Using MS Excel==
[[Install ICM Excel Add-In]]<br/>
[[Log In to ICM Excel Add-In]]<br/>
[[Upload Agreements Using ICM Bulk Insert]]<br/>

== Upload agreements to ICM ==
[[Upload Agreements to ICM]]<br/>

==Association Management==
[[Create an Associated Document]]<br/>
[[Search an Associated Document]]<br/>
[[Approve an Associated Document]]<br/>