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| | *[[My Dashboard]] | | *[[My Dashboard]] |
| | **[[Edit KPI Tiles]] | | **[[Edit KPI Tiles]] |
| − | **Create a Contract/ Agreement
| |
| − | ***[[Create a Fresh Contract/ Agreement]]
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| − | ***[[Create a Contract/ Agreement from Contract Request]]
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| − | ***[[Copy an Existing Agreement]]
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| − | ***[[Add Supporting Documents to Your Contract/ Agreement]]
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| − | ***[[Add Commitments to Your Contract/Agreement]]
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| − | ***[[Set Auto-Expiry of a Contract/ Agreement]]
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| − | ***[[Download and Print Contract/ Agreement Information]]
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| − | ***[[Send a Message]]
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| − | **[[Edit a Contract/ Agreement]]
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| − | **Delete a Contract/ Agreement
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| − | ***[[Delete a Contract/ Agreement]]
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| − | ***[[Cancel a Contract/ Agreement]]<br/>
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| − | **Add Team to Your Contract/ Agreement
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| − | ***[[Add and Remove Approvers]]
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| − | ***[[Enable and Disable Approvers]]
| |
| − | **Review and Approve/Reject a Contract/ Agreement
| |
| − | ***[[Send a Contract/ Agreement for Review]]
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| − | ***[[Review a Contract/ Agreement]]
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| − | ***[[Approve a Contract/ Agreement]]
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| − | ***[[Reject a Contract/ Agreement]]
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| − | ***[[Add Notes]]
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| − | ***[[Delegate an Agreement Approval/Review]]
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| − | **Deviation in Clauses
| |
| − | ***[[Review Deviated Clauses]]
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| − | ***[[Approve Deviated Clauses]]
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| − | ***[[Add Manual Deviation]]
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| − | **Execute a Contract/ Agreement
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| − | ***[[Fulfill a Commitment]]
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| − | ***[[Send an Agreement to External/Third Party Signature]]
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| − | ***[[Electronic Signature for Own Paper]]
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| − | ***[[Electronic Signature for Third Party Paper]]
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| − | ***[[Manual Signature]]
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| − | **Terminate a Contract/Agreement*
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| − | ***[[Post - Execution Review of an Agreement/Contract]]*
| |
| − | ***[[Terminate an Agreement]]
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| − | **[[Add Amendment to a Contract/ Agreement]]
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| − | **Upload Agreements Using MS Excel
| |
| − | ***[[Install ICM Excel Add-In]]
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| − | ***[[Log In to ICM Excel Add-In]]
| |
| − | ***[[Upload Agreements Using ICM Bulk Insert]]
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| − | **Associated Document
| |
| − | ***[[Search an Associated Document]]
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| − | ***[[Create an Associated Document]]
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| − | ***[[Approve an Associated Document]]
| |
| | *[[Agreement Management - Option 1]] | | *[[Agreement Management - Option 1]] |
| | **Agreements | | **Agreements |