Outlook Add-in - Revision history

IDT-1 at 06:38, 24 May 2022

2022-05-24T06:38:07Z

IDT-1 at 14:38, 23 December 2021

2021-12-23T14:38:09Z

IDT-1 at 11:06, 16 December 2021

2021-12-16T11:06:29Z

IDT-1 at 11:01, 16 December 2021

2021-12-16T11:01:34Z

IDT-1 at 18:05, 30 September 2020

2020-09-30T18:05:44Z

IDT-1 at 18:02, 30 September 2020

2020-09-30T18:02:03Z

123.252.235.74 at 14:06, 30 September 2020

2020-09-30T14:06:40Z

IDT-1 at 11:44, 30 September 2020

2020-09-30T11:44:51Z

123.252.235.74 at 11:40, 30 September 2020

2020-09-30T11:40:06Z

123.252.235.74 at 10:52, 30 September 2020

2020-09-30T10:52:48Z

@@ Line 2: / Line 2: @@
 &nbsp;
 = Outlook Add-in =
@@ Line 18: / Line 19: @@
 *For Windows 10: it is tested and verified on Microsoft Office Professional Plus 2013 (15.0.5007.1000) and 2016 (16.0.4849.1000) 64-bit and above.
-&nbsp;
+To know how to install ICI Outlook Add-in in Microsoft Outlook on Windows click [https://docs.microsoft.com/en-us/office/dev/add-ins/outlook/sideload-outlook-add-ins-for-testing here] and on Mac click [https://docs.microsoft.com/en-us/office/dev/add-ins/outlook/compare-outlook-add-in-support-in-outlook-for-mac here].
-&nbsp;
+== Pinning the Pane ==
 == Uploading the next version of an Agreement received over MS Outlook Email ==
@@ Line 51: / Line 78: @@
 <div class="image-green-border">[[File:Email Outlook Plugin 8.png|820px|Email Outlook Plugin 8]]</div> <div class="image-green-border"><br/> 4. '''Click '''the ''Select Email Attachment'' field to select the document that you want to attach to the newly created instance.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Email Outlook Plugin 9.png|820px|Email Outlook Plugin 9]]</div> <div class="image-green-border"><br/> 5.'''Click''' ''Upload''. The document is now attached to the newly created instance. The ''File(s) uploaded successfully'' message is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The Association is only created with the name. The remaining mandatory fields need to be entered in the ICI application.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Email Outlook Plugin 10.png|820px|Email Outlook Plugin 10]]</div>
 . The document is now available on the ''Associations'' tab in the ICI application as the next version.
 == Adding an email as an associated document to an existing association ==

@@ Line 1: / Line 1: @@
 &nbsp;
 = Outlook Add-in =
@@ Line 19: / Line 20: @@
 &nbsp;
 == Uploading the next version of an Agreement received over MS Outlook Email ==
@@ Line 27: / Line 29: @@
 <div class="image-green-border">[[File:Email Outlook Plugin 2.png|820px|Email Outlook Plugin 2]]</div>
 You can&nbsp;''Preview'' the Agreement in the ICI application&nbsp;on the Agreement ''Details ''page.
-<div class="image-green-border">[[File:Outlook 1.PNG|620px]]</div>
+<div class="image-green-border">[[File:Outlook 1.PNG|620px|Outlook 1.PNG]]</div>
 &nbsp;
 == Adding the next version of the Associated Document received over MS Outlook Email to the Agreement ==
@@ Line 36: / Line 39: @@
 . On the ''Details'' tab,'''click''' ''Select ICI Agreement / Association'' to add the next version of the Association.&nbsp;For example, ''Payment Details''.
-<div class="image-green-border">[[File:Email Outlook Plugin 4.png|820px|Email Outlook Plugin 4]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">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.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Outlook 2.PNG|720px]]</div>
+<div class="image-green-border">[[File:Email Outlook Plugin 4.png|820px|Email Outlook Plugin 4]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">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.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Outlook 2.PNG|720px|Outlook 2.PNG]]</div>
 . '''Click''' the ''View Record'' icon to view the Attachment details.&nbsp;
 <div class="image-green-border">7. '''Click '''the&nbsp;''Preview'' icon to view the Attachment.&nbsp;</div> <div class="image-green-border">[[File:Email Outlook Plugin 7.png|820px|Email Outlook Plugin 7]]</div>
@@ Line 53: / Line 56: @@
 &nbsp;
+&nbsp;
 == Adding an email as an associated document to an existing association ==
@@ Line 78: / Line 82: @@
 . On the agreement ''Details'' page, '''click''' the ''Association'' tab. In this example ''Supplier Communication'' is the association for the agreement. The associated document ''PriceList for August 2020'' uploaded using the Outlook add-in is displayed in the list of instances.
-<div class="image-green-border">[[File:7.14 Outlook email as association 05.png|720px|7.14 Outlook email as association 05.png]]</div>
+<div class="image-green-border">10. '''Click '''the ''View ''icon for the created associated document instance ''PriceList for August 2020''. The associated document ''Details ''page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">11. '''Click '''the ''Versions ''tab. The uploaded email thread is displayed and is available to download in PDF and in Word formats.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">12. '''Click '''an icon below the ''Document ''column, for example Word icon. A .docx file will be downloaded.</div>
 . '''Click '''the ''View ''icon for the created associated document instance ''PriceList for August 2020''. The associated document ''Details ''page opens.
-<div class="image-green-border">[[File:7.14 Outlook email as association 06.png|720px|7.14 Outlook email as association 06.png]]</div>
 . '''Click '''the ''Versions ''tab. The uploaded email thread is displayed and is available to download in PDF and in Word formats.
-<div class="image-green-border">[[File:7.14 Outlook email as association 07.png|720px|7.14 Outlook email as association 07.png]]</div>
 . '''Click '''an icon below the ''Document ''column, for example Word icon. A .docx file will be downloaded.
-<div class="image-green-border">[[File:7.14 Outlook email as association 08.png|720px|7.14 Outlook email as association 08.png]]</div>
 '''Note''': If you have selected the option to upload ''Email as Outlook format'', the email thread is indicated with an Outlook Message icon in Step 11, clicking which downloads the email thread in .msg format in Step 12.
-<div class="image-green-border">[[File:7.14 Outlook email as association 09.png|720px|7.14 Outlook email as association 09.png]]</div>
+<div class="image-green-border">13. Open the downloaded file. The uploaded email thread content will be displayed in the file contents. In this example, the .docx file displays the email uploaded as an association.</div> <div class="image-green-border">[[File:7.14 Outlook email as association 10.png|720px|7.14 Outlook email as association 10.png]]</div>
 . Open the downloaded file. The uploaded email thread content will be displayed in the file contents. In this example, the .docx file displays the email uploaded as an association.
 <div class="image-green-border">[[File:7.14 Outlook email as association 10.png|720px|7.14 Outlook email as association 10.png]]</div>
 &nbsp;
 == Adding an email as a new version of an associated document using Outlook Add-in ==
 . '''Click '''''Select ICM Agreement / Association'' on the ''Details ''tab on the Outlook add-in. A drop down is displayed.
-<div class="image-green-border">[[File:7.14 Outlook email as association 11.png|720px]]</div>
+<div class="image-green-border">[[File:7.14 Outlook email as association 11.png|720px|7.14 Outlook email as association 11.png]]</div>
 . '''Select''' the Association instance for which you want to add the current email as an association attachment (for example, ''PriceList for August 2020'').
@@ Line 101: / Line 98: @@
 The uploaded email (in .docx or in .msg format) gets uploaded on ICM Web as a version of the Association selected in Step 2, and is displayed as an Association instance against the ''PriceList'' association.&nbsp;
-<div class="image-green-border">[[File:7.14 Outlook email as association 12.png|720px]]</div>
+<div class="image-green-border">&nbsp;</div>
-&nbsp;
-−
-&nbsp;
-−
-&nbsp;
-−
-&nbsp;
-−
 '''Related Topics:'''&nbsp;'''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] |&nbsp;[[Clause_Management|Clause Management]] | [[Configuration|Configuration]]&nbsp;|&nbsp;[[Reports|Reports]] |&nbsp;[[Power_BI_Integration_with_ICM|Advanced Analytics]]&nbsp;|&nbsp;[[User_Administration|User Administration]]&nbsp;| [[ICI_Add-ins|ICI Add-ins]]&nbsp;| &nbsp;[http://int-wiki.cloudapp.net:8085/ICMHelp7.12/index.php?title=Icertis_Experience_for_Word Icertis Experience for Word] |&nbsp;[[Release_Notes|Release Notes]]&nbsp;|

@@ Line 29: / Line 29: @@
 <div class="image-green-border">[[File:Outlook 1.PNG|620px]]</div>
 &nbsp;
 == Adding the next version of the Associated Document received over MS Outlook Email to the Agreement ==
@@ Line 35: / Line 36: @@
 . On the ''Details'' tab,'''click''' ''Select ICI Agreement / Association'' to add the next version of the Association.&nbsp;For example, ''Payment Details''.
-<div class="image-green-border">[[File:Email Outlook Plugin 4.png|820px|Email Outlook Plugin 4]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">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.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Email Outlook Plugin 5 gr actions.png|820px|Email Outlook Plugin 5]]</div>
+<div class="image-green-border">[[File:Email Outlook Plugin 4.png|820px|Email Outlook Plugin 4]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">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.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Outlook 2.PNG|720px]]</div>
 . '''Click''' the ''View Record'' icon to view the Attachment details.&nbsp;
-<div class="image-green-border">[[File:Email Outlook Plugin 6.png|820px|Email Outlook Plugin 6]]</div>
+<div class="image-green-border">7. '''Click '''the&nbsp;''Preview'' icon to view the Attachment.&nbsp;</div> <div class="image-green-border">[[File:Email Outlook Plugin 7.png|820px|Email Outlook Plugin 7]]</div>
 . '''Click '''the&nbsp;''Preview'' icon to view the Attachment.&nbsp;
 <div class="image-green-border">[[File:Email Outlook Plugin 7.png|820px|Email Outlook Plugin 7]]</div>
 &nbsp;

@@ Line 18: / Line 18: @@
 &nbsp;
 == Uploading the next version of an Agreement received over MS Outlook Email ==
@@ Line 26: / Line 27: @@
 <div class="image-green-border">[[File:Email Outlook Plugin 2.png|820px|Email Outlook Plugin 2]]</div>
 You can&nbsp;''Preview'' the Agreement in the ICI application&nbsp;on the Agreement ''Details ''page.
-<div class="image-green-border">[[File:Email Outlook Plugin 03.png|720px|Email Outlook Plugin 03.png]]</div>
+<div class="image-green-border">[[File:Outlook 1.PNG|620px]]</div>
 &nbsp;

@@ Line 90: / Line 90: @@
 <div class="image-green-border">[[File:7.14 Outlook email as association 10.png|720px|7.14 Outlook email as association 10.png]]</div>
 &nbsp;
 == Adding an email as a new version of an associated document using Outlook Add-in ==
 . '''Click '''''Select ICM Agreement / Association'' on the ''Details ''tab on the Outlook add-in. A drop down is displayed.
+<div class="image-green-border">[[File:7.14 Outlook email as association 11.png|720px]]</div>
 . '''Select''' the Association instance for which you want to add the current email as an association attachment (for example, ''PriceList for August 2020'').
@@ Line 100: / Line 101: @@
 The uploaded email (in .docx or in .msg format) gets uploaded on ICM Web as a version of the Association selected in Step 2, and is displayed as an Association instance against the ''PriceList'' association.&nbsp;
+<div class="image-green-border">[[File:7.14 Outlook email as association 12.png|720px]]</div>
 &nbsp;

@@ Line 52: / Line 52: @@
 &nbsp;
@@ Line 60: / Line 61: @@
 . On the Agreement Details page of the Outlook add-in, '''click '''on the association instance, for example Supplier Communication.
-<div class="image-green-border">2. '''Click '''''Add Association''. A text field is displayed.</div>
+<div class="image-green-border">[[File:7.14 Outlook email as association 01.png|720px|7.14 Outlook email as association 01.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click '''''Add Association''. A text field is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.14 Outlook email as association 02.png|720px|7.14 Outlook email as association 02.png]]</div>
 . '''Enter '''a name for the new associated document, for example PriceList for August 2020.&nbsp;
@@ Line 66: / Line 67: @@
 . In the ''Select ICM Agreement/Association'' drop-down '''select '''the association created in Step 4.
+<div class="image-green-border">[[File:7.14 Outlook email as association 03.png|720px|7.14 Outlook email as association 03.png]]</div>
 . '''Click '''the ''Select Email Attachment'' drop down. The following options are displayed:
@@ Line 73: / Line 74: @@
 . '''Select''', for example, Email as document. The selected file name is displayed in the ''Mapping Result(s)'' section.
+<div class="image-green-border">[[File:7.14 Outlook email as association 04.png|720px|7.14 Outlook email as association 04.png]]</div>
 . '''Click '''''Upload''. The selected email gets uploaded and the ''File(s) uploaded successfully'' message is displayed.<br/> The uploaded email appears in .docx format on ICM Web and is displayed as an Association instance against the PriceList association.&nbsp;
 . On the agreement ''Details'' page, '''click''' the ''Association'' tab. In this example ''Supplier Communication'' is the association for the agreement. The associated document ''PriceList for August 2020'' uploaded using the Outlook add-in is displayed in the list of instances.
+<div class="image-green-border">[[File:7.14 Outlook email as association 05.png|720px|7.14 Outlook email as association 05.png]]</div>
 . '''Click '''the ''View ''icon for the created associated document instance ''PriceList for August 2020''. The associated document ''Details ''page opens.
+<div class="image-green-border">[[File:7.14 Outlook email as association 06.png|720px|7.14 Outlook email as association 06.png]]</div>
 . '''Click '''the ''Versions ''tab. The uploaded email thread is displayed and is available to download in PDF and in Word formats.
+<div class="image-green-border">[[File:7.14 Outlook email as association 07.png|720px|7.14 Outlook email as association 07.png]]</div>
 . '''Click '''an icon below the ''Document ''column, for example Word icon. A .docx file will be downloaded.
+<div class="image-green-border">[[File:7.14 Outlook email as association 08.png|720px|7.14 Outlook email as association 08.png]]</div>
 '''Note''': If you have selected the option to upload ''Email as Outlook format'', the email thread is indicated with an Outlook Message icon in Step 11, clicking which downloads the email thread in .msg format in Step 12.
+<div class="image-green-border">[[File:7.14 Outlook email as association 09.png|720px|7.14 Outlook email as association 09.png]]</div>
 . Open the downloaded file. The uploaded email thread content will be displayed in the file contents. In this example, the .docx file displays the email uploaded as an association.
+<div class="image-green-border">[[File:7.14 Outlook email as association 10.png|720px|7.14 Outlook email as association 10.png]]</div>
 &nbsp;

@@ Line 41: / Line 41: @@
 &nbsp;
 == Creating a new instance of an Association and adding an Associated Document received over MS Outlook Email ==
@@ Line 50: / Line 51: @@
 &nbsp;
 == Adding an email as an associated document to an existing association ==
@@ Line 100: / Line 102: @@
 The uploaded email (in .docx or in .msg format) gets uploaded on ICM Web as a version of the Association selected in Step 2, and is displayed as an Association instance against the ''PriceList'' association.&nbsp;
-== Adding an email as a new version of an associated document using Outlook Add-in ==
+&nbsp;
-−
-. '''Click '''''Select ICM Agreement / Association ''on the ''Details ''tab on the Outlook add-in. A drop down is displayed.
-−
-. '''Select '''the Association instance for which you want to add the current email as an association attachment (for example, PriceList for August 2020).
-−
-. '''Click '''''Upload''. The File(s) uploaded successfully message is displayed.
-−
-The uploaded email (in .docx or in .msg format)&nbsp;gets uploaded on ICM Web as a version of the Association selected in Step 2, and is displayed as an Association instance against the PriceList association.
 &nbsp;

@@ Line 49: / Line 49: @@
 &nbsp;
 == Adding an email as an associated document to an existing association ==
@@ Line 60: / Line 61: @@
 . '''Enter '''a name for the new associated document, for example PriceList for August 2020.&nbsp;
-. '''Click '''the plus icon, the association instance gets created and it appears as an option in the ''Select ICM Agreement/Association'' drop-down.
+. '''Click '''the plus icon next to the text field. The association instance gets created and it appears as an option in the ''Select ICM Agreement/Association'' drop-down.
 . In the ''Select ICM Agreement/Association'' drop-down '''select '''the association created in Step 4.
@@ Line 70: / Line 71: @@
 . '''Select''', for example, Email as document. The selected file name is displayed in the ''Mapping Result(s)'' section.
-<div class="note-box">'''Note''':&nbsp;The capability to embed the attachments in the email thread into in the .docx file is currently not supported. Selecting the Email as document option only uploads the text content and not any attachments.</div>
+<div class="note-box">'''Note''':&nbsp;The capability to embed the attachments in the email thread into in the .docx file is currently not supported. Selecting the ''Email as document'' option only uploads the text content and not any attachments.</div>
 You can delete the selected email by '''clicking '''the ''Delete ''icon.
 . '''Click '''''Upload''. The selected email gets uploaded and the ''File(s) uploaded successfully'' message is displayed.<br/> The uploaded email appears in .docx format on ICM Web and is displayed as an Association instance against the PriceList association.&nbsp;
-. '''Click '''the ''PriceList ''tab. The associated document PriceList for August 2020 is uploaded and displayed in the list of instances.
+. On the agreement ''Details'' page, '''click''' the ''Association'' tab. In this example ''Supplier Communication'' is the association for the agreement. The associated document ''PriceList for August 2020'' uploaded using the Outlook add-in is displayed in the list of instances.
-. '''Click '''the ''View ''icon for the created associated document instance PriceList for August 2020. The associated document ''Details ''page opens.
+== Adding an email as a new version of an associated document using Outlook Add-in ==
-. '''Click '''the ''Versions ''tab. The uploaded email thread is displayed and available to download in PDF and in Word formats.
+. '''Click '''''Select ICM Agreement / Association'' on the ''Details ''tab on the Outlook add-in. A drop down is displayed.
-. '''Click '''the Word icon in the ''Document ''column. The file is downloaded.
+. '''Select''' the Association instance for which you want to add the current email as an association attachment (for example, ''PriceList for August 2020'').
-. Open the downloaded Word file. The uploaded email thread content will be displayed in the document.
+. '''Click '''''Upload''. The File(s) uploaded successfully message will be displayed.
-'''Note''': If you have selected the option to upload Email as Outlook format, the email thread is indicated with an Outlook Message icon in Step 11, clicking which downloads the email thread in .msg format in Step 12.
+The uploaded email (in .docx or in .msg format) gets uploaded on ICM Web as a version of the Association selected in Step 2, and is displayed as an Association instance against the ''PriceList'' association.&nbsp;
 == Adding an email as a new version of an associated document using Outlook Add-in ==