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= Basic Set Up =
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= Basic Setup =
  
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== <font face="Segoe UI">Log on to ICM</font> ==
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Welcome to ICI! You may be a new user or a contract administrator wanting to explore ICI. You are in the right place!
  
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<font face="Segoe UI">Welcome to ICM. You may be a new user or a contract admin who want to explore ICM.</font>
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== Log-in&nbsp;to ICI ==
  
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=== <font face="Segoe UI">The ICM account activation email</font> ===
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You must have an 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:
  
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<font face="Segoe UI">To be able to use ICM, you must have an ICM account. This account is created by your ICM administrator. When the ICM administrator creates your account, you receive an email with your account details. This email is called the ICM Notification email and contains the following information:</font>
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*Your username and temporary password
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*A link to the ICI application
  
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*<font face="Segoe UI">Username and temporary password to log on to ICM.</font>
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To log on to ICI:
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*<font face="Segoe UI">Link to access the ICM application.</font>
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<font face="Segoe UI">The ICM account activation email is important as it contains the information you need to log on to ICM. We recommend that you store this email for later use. When you log on for the first time you can enter the temporary password provided to you and then change the password.</font>
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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.
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<div class="image-green-border">2.&nbsp;'''Click'''&nbsp;"Log in".&nbsp;The Dashboard page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The login page'''&nbsp;'''view differs&nbsp;as per the customer.</div>  
  
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<font face="Segoe UI">'''To log on to ICM:'''</font>
 
  
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<font face="Segoe UI">1. Click the URL that is provided to you by ICM support. The '''Login''' page appears.</font>
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== Setting your Preferences ==
  
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<font face="Segoe UI"><img _fck_mw_filename="Login.jpg" _fck_mw_origimgheight="149" _fck_mw_origimgwidth="605" alt="RTENOTITLE" src="/ICMHelp4.4/images/9/9b/Login.jpg" style="vertical-align:middle;" title="RTENOTITLE" /></font>
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You can personalize the ICI user interface as per your preferences for a better user experience.
  
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<font face="Segoe UI">2. Type the user name and password that you have received by email from ICM.</font>
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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.
  
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<font face="Segoe UI">3. Click '''Log in'''. ICM home page appears.</font>
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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:
  
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*Alias Master
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*Status and Business Status
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*Type of paper
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*Signature Type and Signature Sequence
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*Choice and Multi-choice attributes
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*Contract Type Description
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*Default text in the search field
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*Notification Category and Events
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*Reason Codes
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*Association entities assembled as a file, table, or saved search as a table in a single as well as bilingual template&nbsp;
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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;
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The UI elements will be displayed in English if there are no local values available in the 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.
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From user Settings, if you change the language preferences then the localized value will be reflected in the Alias Master.
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To view the settings:
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1. '''Click '''"User Settings"&nbsp;on the far-right on the top. A drawer slides out from the right.
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<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"&nbsp;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]]</div> <div class="image-green-border">'''''&nbsp;'''''</div>
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'''On the "My Details" tab,'''
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1.&nbsp;'''Select&nbsp;'''the number of records that you want to be displayed per page (between 8-32).
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2. '''Select '''the default choice of items or records count to be displayed on the grid.
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3. '''Select '''"Records Layout" (Grid View, List View).
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4. '''Toggle '''the "Search Panel Visibility" option (Yes/No).
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5. '''Toggle '''the "Open every record in same browser tab" (Yes/No).
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<div class="image-green-border">[[File:8.0-Basic Set Up-Preferences.PNG|720px|8.0-Basic Set Up-Preferences.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">
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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.
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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.
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'''Note''':&nbsp;&nbsp;
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*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;
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*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;
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*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;
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*When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated.
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3.&nbsp;'''Click '''"Save" to save your settings.
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</div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences1.PNG|720px|8.0-Basic Set Up-Preferences1.PNG]]</div>
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== Out-of-office Tasks Setup - Auto Delegation ==
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The Auto-Delegation functionality for your tasks allows you to delegate your tasks to other users for the desired period.&nbsp;Utilizing auto delegation capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.
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The&nbsp;business users can:
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*'''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.
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*'''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.
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*'''Reorder delegation sequence:&nbsp;'''While setting multiple delegations, users can reorder the evaluation sequence to suit their needs.
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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.
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Users can also view the recently expired 15 delegations which they can reactivate by updating, and reusing while setting up the delegations structure.
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'''On the "Auto Delegation" tab,&nbsp;&nbsp;'''
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To delegate your tasks to another user for the desired period:
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1. '''Select'''&nbsp;the dates on which you want to start and end the delegation in the "Time Period" fields.&nbsp;
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The current date is selected by default in the from date field. Also, you cannot select the past date in&nbsp;"Time Period".
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2. '''Select''' the desired&nbsp;"Delegation Condition" based on which the tasks would be delegated to the selected user. For example, "All Agreements".
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation0.PNG|720px]]</div>
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2. '''Click''' the "Add User"&nbsp;icon to select a user to whom you want to delegate the tasks in the "Delegate To User" field. The "Select&nbsp;User" drawer opens displaying all provisioned users.
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3. '''Select''' a user and '''click "'''Add". For example, AE User10.
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The delegation will be set up for user John; however, if John 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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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Basic Set Up-Preferences4.1.PNG|720px|8.0-Basic Set Up-Preferences4.1.PNG]]</div>
 
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== <font face="Segoe UI">Setting your preferences</font> ==
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5. '''Click'''&nbsp;"Delegate". The Auto Delegation is set up.&nbsp;
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<div><div style="float:left;width:68%;">
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<div class="image-green-border">The set delegation will take effect when the Delegation Conditions are satisfied.</div>  
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<font face="Segoe UI">On the ICM home page you can view your login details and your account settings. You can also change these settings if you want.</font>
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For example, All the agreements of&nbsp;the logged-in user who has set up the delegation, those agreements will be delegated to "AE User10" for the mentioned Time Period.
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The Delegation table shows all currently active delegations for the logged-in user on the "Active Delegations" tab.
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation1.PNG|720px]]</div>
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The last 15 expired delegations are displayed under the "Expired Delegations"&nbsp;tab''. ''You can reactivate the expired delegation by editing it from the last column.
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<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation2.PNG|720px|8.0-Basic-setup-Auto Delegation2.PNG]]</div>  
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You can perform the following actions on the set delegations:
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*Edit
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*Delete
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*Reorder Sequence
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=== Editing the Auto Delegation ===
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You can modify active as well as inactive delegations. Updating inactive delegations will reactivate them.
  
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<font face="Segoe UI">'''To view the settings:'''</font>
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1.&nbsp;'''Click''' the "Edit" icon corresponding to a Delegation you want to modify in the "Actions" column.&nbsp;The details of the selected Delegation will be displayed on the Auto Delegation setting section.
  
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<font face="Segoe UI">1. Select '''Preferences''' from the list. The '''My Preferences''' dialog box appears.<br/> You can view your account settings related to the language, date and time format, and so on.</font>
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2.&nbsp;'''Make''' the desired changes.&nbsp;
  
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3.&nbsp;'''Click'''&nbsp;"Update" or "Cancel" to save or discard the changes.&nbsp;&nbsp;
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation2.PNG|720px]]</div>
 
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&nbsp;
  
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<font face="Segoe UI"><img _fck_mw_filename="Dropdwn.jpeg" _fck_mw_origimgheight="195" _fck_mw_origimgwidth="250" alt="RTENOTITLE" src="/ICMHelp4.4/images/3/36/Dropdwn.jpeg" style="vertical-align:middle;" title="RTENOTITLE" /></font>
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=== Deleting the Auto Delegation ===
  
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<font face="Segoe UI">2. To change the account settings, select the desired option from the respective drop-down box and click '''Save'''.</font>
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'''Click''' the "Delete" trash icon&nbsp;in the Actions column of the "Active Delegations" grid corresponding to an Auto Delegation you want to remove. For example, Delegation set to John.
  
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<font face="Segoe UI"><img _fck_mw_filename="My Settings.jpg" _fck_mw_origimgheight="493" _fck_mw_origimgwidth="848" alt="RTENOTITLE" src="/ICMHelp4.4/images/0/0d/My_Settings.jpg" style="vertical-align:middle;" title="RTENOTITLE" /></font>
 
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</div>
 
 
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<div style="clear:both">&nbsp;</div>
 
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== <font face="Segoe UI">Out-of-office tasks setup</font> ==
 
  
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<font face="Segoe UI">The auto-delegation functionality for your tasks allows you to delegate these tasks to another user for a desired period.</font>
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=== Reordering the Auto Delegation Sequence ===
  
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<font face="Segoe UI">To delegate your tasks to another user for a desired period:</font>
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The delegation assignment will be evaluated as per set precedence. You can reorder and change the precedence sequence for all active delegations.
  
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<font face="Segoe UI">1. Click '''Auto Delegation''' on the '''My Preferences''' dialog box.<br/> <img _fck_mw_filename="Auto Delegation.jpg" _fck_mw_origimgheight="479" _fck_mw_origimgwidth="849" alt="RTENOTITLE" src="/ICMHelp4.4/images/a/a6/Auto_Delegation.jpg" style="vertical-align:middle;" title="RTENOTITLE" /></font>
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1. '''Click&nbsp;'''"Reorder Sequence" on the "Active Delegations" tab. All active Delegations set by a logged-in user will be displayed on a drawer.
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<div class="note-box">'''Note:'''&nbsp;You need to add more than one record for the "Reorder Sequence" button to appear with different date ranges and conditions.</div>  
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG|720px|8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG]]</div>
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2. '''Reorder''' Auto-Delegations using Up and Down action arrows in the last column corresponding to Delegations.
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<div class="image-green-border">[[File:8.0-Basic Set Up-Auto Delegation-ReOrder.PNG|720px|8.0-Basic Set Up-Auto Delegation-ReOrder.PNG]]</div>
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3. '''Click'''&nbsp;"Save" on the drawer. The modified order is saved and Delegations are displayed accordingly on the "Active Delegations" tab.
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">The details of the multi-level auto delegations are captured in an audit and you can view the same from the "History" tab under "Show Details" on any of the delegated entity’s Details page.</div> <div class="image-green-border">Refer [[History|History page]] for more details.</div>
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For example, an agreement delegated for approval by Delegetee&nbsp;to Delegation user.
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<div class="image-green-border">[[File:8.0-Basic-setup-Auto Delegation-History.PNG|720px|8.0-Basic-setup-Auto Delegation-History.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
  
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<font face="Segoe UI">2. Select the date(s) on which you want to start the delegation and end the delegation. Also, select the user who you want to delegate the tasks to.</font>
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== Change UI Theme and Accessibility ==
  
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<font face="Segoe UI">3. Click '''Delegate'''. The details in the '''Delegations''' table appear.<br/> Use icons <img _fck_mw_filename="Editp.jpg" _fck_mw_origimgheight="47" _fck_mw_origimgwidth="45" alt="RTENOTITLE" src="/ICMHelp4.4/images/f/f3/Editp.jpg" style="vertical-align:middle;" title="RTENOTITLE" /> and <img _fck_mw_filename="Close.jpg" _fck_mw_origimgheight="42" _fck_mw_origimgwidth="43" alt="RTENOTITLE" src="/ICMHelp4.4/images/b/bc/Close.jpg" style="vertical-align:middle;" title="RTENOTITLE" />‎ to edit or delete the delegation respectively.</font>
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6. '''Toggle '''the "High Contrast Mode" (Yes/No)&nbsp;
  
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<font face="Segoe UI"><img _fck_mw_filename="Auto delegation2.jpg" _fck_mw_origimgheight="488" _fck_mw_origimgwidth="850" alt="RTENOTITLE" src="/ICMHelp4.4/images/8/8b/Auto_delegation2.jpg" style="vertical-align:middle;" title="RTENOTITLE" /></font>
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To make the web content or application more accessible to users having challenges in reading the content, the Web Content Accessibility Guidelines (WCAG) 2.0 covers a wide range of recommendations.
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<div class="image-green-border">The themes will support Accessibility WCAG 2.0 by enabling the “High Contrast Mode” setting.</div> <div class="image-green-border">
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By default, the setting is disabled. By enabling this mode, the readability of UI components is improved in the following ways:
  
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*Text becomes dark
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*Icons become darker
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*Form fields border becomes dark
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'''Note:''' Applicable to only gray-colored UI components</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
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7. '''Select "'''Theme Color".
  
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== <font face="Segoe UI">Change the UI theme</font> ==
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Users can see six new out-of-the-box deep and light ICI theme colors under the themes setting:
  
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<font face="Segoe UI">1. On the upper right corner of your ICM page, point to <img _fck_mw_filename="Ddd.jpeg" _fck_mw_origimgheight="18" _fck_mw_origimgwidth="18" alt="RTENOTITLE" src="/ICMHelp4.4/images/5/53/Ddd.jpeg" style="vertical-align:middle;" title="RTENOTITLE" /> next to your login name, and then click '''Preferences'''. The '''My Preferences''' dialog box appears.</font>
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*Deep color shade includes purple, blue, and red colors.  
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*Light color shade includes light blue, orange, and green colors.  
  
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<font face="Segoe UI"><img _fck_mw_filename="Dropdwn.jpeg" _fck_mw_origimgheight="195" _fck_mw_origimgwidth="250" alt="RTENOTITLE" src="/ICMHelp4.4/images/3/36/Dropdwn.jpeg" style="vertical-align:middle;" title="RTENOTITLE" /></font>
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The color set here in Preferences will override the default setting done by the Administrator from "Application Settings" under the "Admin" navigation menu on top.
  
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<font face="Segoe UI">You can view your account settings related to the language, date, time format, and so on.</font>
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If the agreement records are being uploaded with the bulk action menu, the bulk upload excel sheet or Workbook created has a column “Theme Name” reflecting the new color theme choices in the dropdown.
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</div> </div> <div class="image-green-border">[[File:8.0-Basic-setup-UI-Theme-bulk.PNG|720px|8.0-Basic-setup-UI-Theme-bulk.PNG]]</div>  
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== Special Characters in ICI&nbsp; ==
  
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<font face="Segoe UI">2. On the '''My Preferences''' dialog box, in the '''My Settings''' tab, select the theme color you want for your UI.</font>
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You can include the following special characters which when enabled, are converted to an underscore (_) by ICI.&nbsp;
  
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<font face="Segoe UI"><img _fck_mw_filename="Preferences theme.jpeg" _fck_mw_origimgheight="199" _fck_mw_origimgwidth="766" alt="RTENOTITLE" src="/ICMHelp4.4/images/9/93/Preferences_theme.jpeg" style="vertical-align:middle;" title="RTENOTITLE" /></font>
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(&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;
  
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<font face="Segoe UI">3. Click '''Save'''. The '''User settings saved successfully''' message appears. The ICM UI appears in the selected color.</font>
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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.
  
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== File Formats Supported in ICI&nbsp; ==
  
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== <font face="Segoe UI">ICM version information</font> ==
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You can upload files in the following formats in ICI.&nbsp;
  
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<font face="Segoe UI">To find out, click <img _fck_mw_filename="Version.jpg" _fck_mw_origimgheight="28" _fck_mw_origimgwidth="31" alt="RTENOTITLE" src="/ICMHelp4.4/images/7/75/Version.jpg" style="vertical-align:middle;" title="RTENOTITLE" /> on the lower right corner of ICM page.</font>
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*.HWP
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*.DOC
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*.DOCX
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*.XLS
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*XLSX
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*.PDF
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*.JPG
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*.JPEG
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*.PNG
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*.MSG
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*.TIFF
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*.PPT
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*.PPTX
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*.XML
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*.ZIP
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*.XLSM
  
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<font face="Segoe UI">The ICM Version Information dialog box displays the following information:</font>
 
  
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:<font face="Segoe UI">'''Product Version''': displays the version of ICM</font>
 
  
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:<font face="Segoe UI">'''Word Add-In Version''': displays the version of ICM Word Add-In.</font>
 
  
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:<font face="Segoe UI">'''Excel Bulk Insert Add-In Version''': displays the version of Excel Bulk Insert Add-In.</font>
 
  
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:<font face="Segoe UI">'''Outlook Add-In Version''': displays the version of Outlook Add-In.</font>
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== ICI Version and Browser Compatibility Information ==
  
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To find out ICI&nbsp;Version Information,
  
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== <font face="Segoe UI">Log off from ICM</font> ==
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1. '''Scroll down''' the page till the end.
  
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<font face="Segoe UI">'''To log off from ICM:'''</font>
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2'''. Click'''&nbsp;"About" on the lower-left corner of the ICI&nbsp;page.
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<div class="image-green-border">[[File:8.0-Basic Set Up-About0.PNG|720px]]</div>  
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The&nbsp; drawer&nbsp;with two tabs displays the following information&nbsp;:
  
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<font face="Segoe UI">1. On the ICM home page, point to <img _fck_mw_filename="Ddd.jpeg" _fck_mw_origimgheight="18" _fck_mw_origimgwidth="18" alt="RTENOTITLE" src="/ICMHelp4.4/images/5/53/Ddd.jpeg" style="vertical-align:middle;" title="RTENOTITLE" /> next to your user name in the top right corner.</font>
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'''ICI Platform Version tab'''
  
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<font face="Segoe UI"><img _fck_mw_filename="0.jpeg" _fck_mw_origimgheight="49" _fck_mw_origimgwidth="201" alt="RTENOTITLE" src="/ICMHelp4.4/images/3/37/0.jpeg" style="vertical-align:middle;" title="RTENOTITLE" /></font>
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*'''Product Version''': displays the version of ICI
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*'''Icertis Experience for Word''': displays the version of ICI&nbsp;Word Add-In.
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*'''Terms of Use'''
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*'''A link''' ''“''Open Source Information” is displayed below the “Terms of Use” section at the bottom. The link opens in a new browser tab displaying the information of the multiple open-source software being used in the application.
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<div class="image-green-border">[[File:8.0-Basic-setup-UI-Cersion-Information'.PNG|720px|8.0-Basic-setup-UI-Cersion-Information'.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
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'''Browser Compatibility tab'''
  
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<font face="Segoe UI">2. Click '''Log Off''' to get out of ICM.</font>
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The Browser Compatibility tab'''&nbsp;'''displays the information in a tabular format consisting of compatible browsers with versions and the operating systems that supports these versions.
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</div> <div class="image-green-border">[[File:8.0-Basic Set Up-About2.PNG|720px|8.0-Basic Set Up-About2.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
  
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<font face="Segoe UI"><img _fck_mw_filename="01.jpeg" _fck_mw_origimgheight="139" _fck_mw_origimgwidth="192" alt="RTENOTITLE" src="/ICMHelp4.4/images/0/06/01.jpeg" style="vertical-align:middle;" title="RTENOTITLE" /></font>
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== Log-off from ICI ==
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To log off from ICI:
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1. On the ICI&nbsp;Dashboard on the top-right corner, '''click '''"User Settings" with the user icon. A drawer opens.
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<div class="image-green-border">[[File:8.0-Basic-setup-User-settings-icon.PNG|420px|8.0-Basic-setup-User-settings-icon.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. On the drawer, '''click&nbsp;'''"Log Off" to get out of ICI.</div>
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== Timeouts in ICI ==
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There are two types of timeouts in ICI:
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• '''Inactivity Session Timeout''':&nbsp;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. You can close the message box and continue.
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• '''Command'''''<b>&nbsp;</b>'''''Timeout'''''<b>:</b> ''When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. This may happen due to a database issue or a slow server response. Try your query again.
  
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'''Related Topics: '''[[ICI_Help|ICI Help]]&nbsp;| [[Application_Settings|Application Settings]] </div>

Latest revision as of 17:48, 17 January 2022

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-in to ICI

You must have an account on ICI to use it. You should receive an account activation email with your account details once your ICI 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.

2. Click "Log in". The Dashboard page opens.
 
Note: The login page view differs as per the customer.


Setting your Preferences

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. 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 

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. 

The UI elements will be displayed in English if there are no local values available in the 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" on the far-right on the top. A drawer slides out from the right.

8.0-Basic-setup-User-Settings.PNG  
 
2. Click "Preferences". The "My Preferences" drawer opens with three tabs.
 
8.0-Basic-setup-Preferences.PNG
 

On the "My Details" tab,

1. Select the number of records that you want to be displayed per page (between 8-32).

2. Select the default choice of items or records count to be displayed on the grid.

3. Select "Records Layout" (Grid View, List View).

4. Toggle the "Search Panel Visibility" option (Yes/No).

5. Toggle the "Open every record in same browser tab" (Yes/No).

8.0-Basic Set Up-Preferences.PNG
 
On the "Locale Settings" tab,

1. Choose your language, time zone, date and time formats. You will receive ICI notification emails in the language that you select.

2. You can define the user's preferred currency (for example, USD) using the "Preferred Currency" option. Based on the user preference, the selected currency will be auto-populated for any Currency attribute.

Note:  

  • 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. 
  • 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. 
  • 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. 
  • When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated.

3. Click "Save" to save your settings.

8.0-Basic Set Up-Preferences1.PNG


Out-of-office Tasks Setup - Auto Delegation

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

The business users can:

  • Set multi-level auto delegations: 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: 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: 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 reusing while setting up the delegations structure.

On the "Auto Delegation" tab,  

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

1. Select the dates on which you want to start and end the delegation in the "Time Period" fields. 

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

2. Select the desired "Delegation Condition" based on which the tasks would be delegated to the selected user. For example, "All Agreements".

8.0-Basic Set Up-Auto Delegation0.PNG

2. Click the "Add User" icon to select a user to whom you want to delegate the tasks in the "Delegate To User" field. The "Select User" drawer opens displaying all provisioned users.

3. Select a user and click "Add". For example, AE User10.

The delegation will be set up for user John; however, if John 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.

 
8.0-Basic Set Up-Preferences4.1.PNG

 

5. Click "Delegate". The Auto Delegation is set up. 

The set delegation will take effect when the Delegation Conditions are satisfied.

For example, All the agreements of the logged-in user who has set up the delegation, those agreements will be delegated to "AE User10" for the mentioned Time Period.

The Delegation table shows all currently active delegations for the logged-in user on the "Active Delegations" tab.

8.0-Basic Set Up-Auto Delegation1.PNG

The last 15 expired delegations are displayed under the "Expired Delegations" tab. You can reactivate the expired delegation by editing it from the last column.

8.0-Basic-setup-Auto Delegation2.PNG

You can perform the following actions on the set delegations:

  • Edit
  • Delete
  • Reorder Sequence

Editing the Auto Delegation

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

1. Click the "Edit" icon corresponding to a Delegation you want to modify in the "Actions" column. The details of the selected Delegation will be displayed on the Auto Delegation setting section.

2. Make the desired changes. 

3. Click "Update" or "Cancel" to save or discard the changes.  

8.0-Basic Set Up-Auto Delegation2.PNG

 

Deleting the Auto Delegation

Click the "Delete" trash icon in the Actions column of the "Active Delegations" grid corresponding to an Auto Delegation you want to remove. For example, Delegation set to John.

 

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. Click "Reorder Sequence" on the "Active Delegations" tab. All active Delegations set by a logged-in user will be displayed on a drawer.

Note: You need to add more than one record for the "Reorder Sequence" button to appear with different date ranges and conditions.

 

8.0-Basic Set Up-Auto Delegation-ReOrder0.PNG

2. Reorder Auto-Delegations using Up and Down action arrows in the last column corresponding to Delegations.

8.0-Basic Set Up-Auto Delegation-ReOrder.PNG

3. Click "Save" on the drawer. The modified order is saved and Delegations are displayed accordingly on the "Active Delegations" tab.

 
The details of the multi-level auto delegations are captured in an audit and you can view the same from the "History" tab under "Show Details" on any of the delegated entity’s Details page.
Refer History page for more details.

For example, an agreement delegated for approval by Delegetee to Delegation user.

8.0-Basic-setup-Auto Delegation-History.PNG
 
 

Change UI Theme and Accessibility

6. Toggle the "High Contrast Mode" (Yes/No) 

To make the web content or application more accessible to users having challenges in reading the content, the Web Content Accessibility Guidelines (WCAG) 2.0 covers a wide range of recommendations.

The themes will support Accessibility WCAG 2.0 by enabling the “High Contrast Mode” setting.

By default, the setting is disabled. By enabling this mode, the readability of UI components is improved in the following ways:

  • Text becomes dark
  • Icons become darker
  • Form fields border becomes dark
Note: Applicable to only gray-colored UI components
 

7. Select "Theme Color".

Users can see six new out-of-the-box deep and light ICI theme colors under the themes setting:

  • Deep color shade includes purple, blue, and red colors.
  • Light color shade includes light blue, orange, and green colors.

The color set here in Preferences will override the default setting done by the Administrator from "Application Settings" under the "Admin" navigation menu on top.

If the agreement records are being uploaded with the bulk action menu, the bulk upload excel sheet or Workbook created has a column “Theme Name” reflecting the new color theme choices in the dropdown.

</div>
8.0-Basic-setup-UI-Theme-bulk.PNG

Special Characters in ICI 

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

(    )    !    '    #    %    *    @    ^    .    &    

ICI 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 

You can upload files in the following formats in ICI. 

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



ICI Version and Browser Compatibility Information

To find out ICI Version Information,

1. Scroll down the page till the end.

2. Click "About" on the lower-left corner of the ICI page.

8.0-Basic Set Up-About0.PNG

The  drawer with two tabs displays the following information :

ICI Platform Version tab

  • Product Version: displays the version of ICI
  • Icertis Experience for Word: displays the version of ICI Word Add-In.
  • Terms of Use
  • A link “Open Source Information” is displayed below the “Terms of Use” section at the bottom. The link opens in a new browser tab displaying the information of the multiple open-source software being used in the application.
8.0-Basic-setup-UI-Cersion-Information'.PNG
 

Browser Compatibility tab

The Browser Compatibility tab displays the information in a tabular format consisting of compatible browsers with versions and the operating systems that supports these versions.

8.0-Basic Set Up-About2.PNG
 
 

Log-off from ICI

To log off from ICI:

1. On the ICI Dashboard on the top-right corner, click "User Settings" with the user icon. A drawer opens.

8.0-Basic-setup-User-settings-icon.PNG
 
2. On the drawer, click "Log Off" to get out of ICI.

Timeouts in ICI

There are two types of timeouts in ICI:

• Inactivity Session Timeout: If an ICI 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. You can close the message box and continue.

Note: You may lose any unsaved data if your session times out. 
 
 
8.0-Basic-setup-Time-out.PNG
 

• 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. This may happen due to a database issue or a slow server response. Try your query again.

 

 

 

 

Related Topics: ICI Help | Application Settings </div>

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