Approve/Reject a Template - Revision history

Shefali DK at 14:25, 14 December 2021

2021-12-14T14:25:24Z

Shefali DK at 14:23, 14 December 2021

2021-12-14T14:23:53Z

Shefali DK at 14:21, 14 December 2021

2021-12-14T14:21:37Z

Shefali DK at 14:16, 14 December 2021

2021-12-14T14:16:27Z

Shefali DK at 14:13, 14 December 2021

2021-12-14T14:13:27Z

Shefali DK at 13:53, 14 December 2021

2021-12-14T13:53:46Z

Shefali DK at 13:51, 14 December 2021

2021-12-14T13:51:05Z

IDT-1 at 13:07, 11 September 2020

2020-09-11T13:07:20Z

IDT-5 at 08:25, 13 September 2019

2019-09-13T08:25:25Z

IDT-5 at 08:20, 13 September 2019

2019-09-13T08:20:43Z

@@ Line 6: / Line 6: @@
 <div><div style="float:left;width:68%;">
 Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can&nbsp;approve or to reject a Template.
@@ Line 16: / Line 17: @@
 .&nbsp;'''Click&nbsp;'''the eye icon on the far right of the&nbsp;Template that you want to approve and which is listed&nbsp;as&nbsp;"Approval for [template name]".&nbsp; The "Templates"&nbsp;Details&nbsp;page&nbsp;opens''.''
 <div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px|8.0-Template Management Approval My Task1.PNG]]</div>
-. '''Click "'''Download"''&nbsp;''to download the Template and "Edit" to edit the Template.&nbsp;
+. '''Click "'''Download"''&nbsp;''to download the Template and "Edit" to edit the Template on the far right in the title bar.&nbsp;
-<div class="image-green-border">[[File:8.0-Template Management Approval Template Details.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Template Management Approval Template Details.PNG|720px|8.0-Template Management Approval Template Details.PNG]]</div>
 . '''Click "'''Approve". The "Add Note"&nbsp;drawer opens.
@@ Line 23: / Line 24: @@
 . '''Click "'''Add".&nbsp;The status of the Template changes to "Approved".
-<div class="image-green-border">[[File:8.0-Template Management Approval Template Details1.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Template Management Approval Template Details1.PNG|720px|8.0-Template Management Approval Template Details1.PNG]]</div>
 &nbsp;
 == Rejecting a Template ==

@@ Line 25: / Line 25: @@
 <div class="image-green-border">[[File:8.0-Template Management Approval Template Details1.PNG|720px]]</div>
 &nbsp;
 == Rejecting a Template ==
@@ Line 31: / Line 32: @@
 . Enter your comments if any.
-<div class="image-green-border" style="clear: both;">3. '''Select '''a Reason&nbsp;for rejecting the template&nbsp;from the "Reason Code" drop-down (This is a mandatory step for Rejection).</div> <div class="image-green-border" style="clear: both;">4. '''Click "'''Add". The status of the Template changes to "Draft" and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Approve or reject a template reason code 7.8.PNG|720px|RTENOTITLE]]</div>
+<div class="image-green-border" style="clear: both;">3. '''Select '''a Reason&nbsp;for rejecting the template&nbsp;from the "Reason Code" drop-down (This is a mandatory step for Rejection).</div> <div class="image-green-border" style="clear: both;">4. '''Click "'''Add". The status of the Template changes to "Draft" and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Template Management Rejecting Template Details1.PNG|720px]]</div>
 &nbsp;

@@ Line 6: / Line 6: @@
 <div><div style="float:left;width:68%;">
 Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can&nbsp;approve or to reject a Template.
 == Approving a Template ==
@@ Line 16: / Line 17: @@
 <div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px|8.0-Template Management Approval My Task1.PNG]]</div>
 . '''Click "'''Download"''&nbsp;''to download the Template and "Edit" to edit the Template.&nbsp;
+<div class="image-green-border">[[File:8.0-Template Management Approval Template Details.PNG|720px]]</div>
 . '''Click "'''Approve". The "Add Note"&nbsp;drawer opens.
@@ Line 22: / Line 23: @@
 . '''Click "'''Add".&nbsp;The status of the Template changes to "Approved".
+<div class="image-green-border">[[File:8.0-Template Management Approval Template Details1.PNG|720px]]</div>
 &nbsp;
 == Rejecting a Template ==

@@ Line 24: / Line 24: @@
 &nbsp;
 == Rejecting a Template ==
-<div class="image-green-border">To reject a Template:</div> </div> <div class="image-green-border" style="clear: both;">1. '''Click '''''Reject. ''The ''Add Note&nbsp;''window opens.&nbsp;</div> <div class="image-green-border" style="clear: both;">2. Enter your comments if any.</div> <div class="image-green-border" style="clear: both;">3. '''Select '''a reason for rejecting the template&nbsp;from the ''Reason Code'' drop-down (This is a mandatory step).</div> <div class="image-green-border" style="clear: both;">4. '''Click '''''Add''. The status of the Template changes to ''Draft'' and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Approve or reject a template reason code 7.8.PNG|720px|RTENOTITLE]]</div>
+<div class="image-green-border">To reject a Template:</div>
 &nbsp;
@@ Line 33: / Line 38: @@
 &nbsp;
-'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI Word Add-in]]&nbsp;| [[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;| [[Bilingual_Templates|Bilingual_Templates]]
+'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI Word Add-in]]&nbsp;| [[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;| [[Bilingual_Templates|Bilingual_Templates]] </div>
 </div>

@@ Line 1: / Line 1: @@
@@ Line 5: / Line 6: @@
 <div><div style="float:left;width:68%;">
 Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can&nbsp;approve or to reject a Template.
 To approve a Template:
 . C'''lick'''&nbsp; "View More" on&nbsp;&nbsp;"My&nbsp;Tasks"&nbsp;on the Dashboard. The "User Tasks" page opens displaying a&nbsp;list of tasks pending for your action.
-<div class="image-green-border">[[File:8.0-Template Management Approval My Task.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Template Management Approval My Task.PNG|720px|8.0-Template Management Approval My Task.PNG]]</div>
 .&nbsp;'''Click&nbsp;'''the eye icon on the far right of the&nbsp;Template that you want to approve and which is listed&nbsp;as&nbsp;"Approval for [template name]".&nbsp; The "Templates"&nbsp;Details&nbsp;page&nbsp;opens''.''
-<div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px|8.0-Template Management Approval My Task1.PNG]]</div>
 . '''Click "'''Download"''&nbsp;''to download the Template and "Edit" to edit the Template.&nbsp;
@@ Line 19: / Line 22: @@
 . '''Click "'''Add".&nbsp;The status of the Template changes to "Approved".
-<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> </div> <div class="image-green-border" style="clear: both;">To reject a Template:</div> <div class="image-green-border" style="clear: both;">1. '''Click '''''Reject. ''The ''Add Note&nbsp;''window opens.&nbsp;</div> <div class="image-green-border" style="clear: both;">2. Enter your comments if any.</div> <div class="image-green-border" style="clear: both;">3. '''Select '''a reason for rejecting the template&nbsp;from the ''Reason Code'' drop-down (This is a mandatory step).</div> <div class="image-green-border" style="clear: both;">4. '''Click '''''Add''. The status of the Template changes to ''Draft'' and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Approve or reject a template reason code 7.8.PNG|720px|RTENOTITLE]]</div>
 &nbsp;

@@ Line 1: / Line 1: @@
@@ Line 8: / Line 9: @@
 . C'''lick'''&nbsp; "View More" on&nbsp;&nbsp;"My&nbsp;Tasks"&nbsp;on the Dashboard. The "User Tasks" page opens displaying a&nbsp;list of tasks pending for your action.
-.&nbsp;'''Click&nbsp;'''the eye icon on the far right of the&nbsp;Template that you want to approve and which listed&nbsp;as&nbsp;"Approval for [template name]".&nbsp; The "Templates"''Details&nbsp;page&nbsp;opens.
+. '''Click "'''Approve". The "Add Note"&nbsp;drawer opens.
-<div class="image-green-border">&nbsp;</div>
-. '''Click'''''<i>Download</i>'''to download the Template and Edit to edit the Template.&nbsp;
-−
-. '''Click '''''Approve''. The ''Add Note'' window opens.
 . '''Enter '''your comments if any.
-. '''Click '''''Add''.&nbsp;The status of the Template changes to ''Approved.''
+. '''Click "'''Add".&nbsp;The status of the Template changes to "Approved".
-<div class="image-green-border">[[File:Approve or reject a template Add Note window 7.8.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> </div> <div class="image-green-border" style="clear: both;">To reject a Template:</div> <div class="image-green-border" style="clear: both;">1. '''Click '''''Reject. ''The ''Add Note&nbsp;''window opens.&nbsp;</div> <div class="image-green-border" style="clear: both;">2. Enter your comments if any.</div> <div class="image-green-border" style="clear: both;">3. '''Select '''a reason for rejecting the template&nbsp;from the ''Reason Code'' drop-down (This is a mandatory step).</div> <div class="image-green-border" style="clear: both;">4. '''Click '''''Add''. The status of the Template changes to ''Draft'' and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Approve or reject a template reason code 7.8.PNG|720px|RTENOTITLE]]</div>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> </div> <div class="image-green-border" style="clear: both;">To reject a Template:</div> <div class="image-green-border" style="clear: both;">1. '''Click '''''Reject. ''The ''Add Note&nbsp;''window opens.&nbsp;</div> <div class="image-green-border" style="clear: both;">2. Enter your comments if any.</div> <div class="image-green-border" style="clear: both;">3. '''Select '''a reason for rejecting the template&nbsp;from the ''Reason Code'' drop-down (This is a mandatory step).</div> <div class="image-green-border" style="clear: both;">4. '''Click '''''Add''. The status of the Template changes to ''Draft'' and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Approve or reject a template reason code 7.8.PNG|720px|RTENOTITLE]]</div>
 &nbsp;

@@ Line 24: / Line 24: @@
 &nbsp;
-'''Related Topics: '''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICM Word Add-in]]&nbsp;|&nbsp;[[Rule|Rule]]
+'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICM Word Add-in]]&nbsp;| [[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;| [[Bilingual_Templates]]
 </div>

@@ Line 9: / Line 9: @@
 .&nbsp;'''Click&nbsp;'''the&nbsp;''Template&nbsp;''name link that you want to approve. The&nbsp;''Template Details&nbsp;''page&nbsp;opens.
-<div class="image-green-border">[[File:Approve or reject a template 7.8.PNG|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Approve or reject a template 7.8.PNG|560px|RTENOTITLE]]</div>
 . '''Click'''''<i>Download</i>'''to download the Template and Edit to edit the Template.&nbsp;
@@ Line 17: / Line 17: @@
 . '''Click '''''Add''.&nbsp;The status of the Template changes to ''Approved.''
-<div class="image-green-border">[[File:Approve or reject a template Add Note window 7.8.PNG|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> </div> <div class="image-green-border" style="clear: both;">To reject a Template:</div> <div class="image-green-border" style="clear: both;">1. '''Click '''''Reject. ''The ''Add Note&nbsp;''window opens.&nbsp;</div> <div class="image-green-border" style="clear: both;">2. Enter your comments if any.</div> <div class="image-green-border" style="clear: both;">3. '''Select '''a reason for rejecting the template&nbsp;from the ''Reason Code'' drop-down (This is a mandatory step).</div> <div class="image-green-border" style="clear: both;">4. '''Click '''''Add''. The status of the Template changes to ''Draft'' and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Approve or reject a template reason code 7.8.PNG|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Approve or reject a template Add Note window 7.8.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> </div> <div class="image-green-border" style="clear: both;">To reject a Template:</div> <div class="image-green-border" style="clear: both;">1. '''Click '''''Reject. ''The ''Add Note&nbsp;''window opens.&nbsp;</div> <div class="image-green-border" style="clear: both;">2. Enter your comments if any.</div> <div class="image-green-border" style="clear: both;">3. '''Select '''a reason for rejecting the template&nbsp;from the ''Reason Code'' drop-down (This is a mandatory step).</div> <div class="image-green-border" style="clear: both;">4. '''Click '''''Add''. The status of the Template changes to ''Draft'' and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Approve or reject a template reason code 7.8.PNG|720px|RTENOTITLE]]</div>
 &nbsp;