|
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| Line 2: |
Line 2: |
| | *[[My Dashboard]] | | *[[My Dashboard]] |
| | **[[Edit KPI Tiles]] | | **[[Edit KPI Tiles]] |
| − | *[[Agreement Management - Option 1]] | + | *[[Agreement Management]] |
| | **Agreements | | **Agreements |
| | ***[[Agreements Page]] | | ***[[Agreements Page]] |
| Line 17: |
Line 17: |
| | ***[[Search Requests]] | | ***[[Search Requests]] |
| | ***[[Request Details Page]] | | ***[[Request Details Page]] |
| − | **Contract Types
| |
| − | ***[[Contract Types Page]]
| |
| − | *[[Agreement Management - Option 2]]
| |
| − | **Before Creating an Agreement
| |
| − | ***[[Create a New Request]]<br/>
| |
| − | ***[[Send a Request for Review]]<br/>
| |
| − | ***[[Review a Request]]<br/>
| |
| − | ***[[Edit a Request]]<br/>
| |
| − | ***[[Send a Request for Approval]]<br/>
| |
| − | ***[[Approve a Request]]<br/>
| |
| − | ***[[View Request Status]]<br/>
| |
| − | ***[[Put Request On Hold]]<br/>
| |
| − | ***[[Cancel a Request]]<br/>
| |
| − | ***[[Search an Existing Request]]<br/>
| |
| − | ***[[Copy an Existing Request]]<br/>
| |
| − | ***[[Download and Print Request Information]]
| |
| − | **Creating an Agreement
| |
| − | ***[[Create a new agreement]]<br/>
| |
| − | ***[[Create a new agreement from a contract request]]<br/>
| |
| − | ***[[Copy an existing agreement]]<br/>
| |
| − | ***[[Add Supporting Documents to Your Contract/Agreement]]<br/>
| |
| − | ***[[Add Commitments to Your Contract/Agreement]]<br/>
| |
| − | ***[[Send a Contract/Agreement for Review]]<br/>
| |
| − | ***[[Review a Contract/Agreement]]<br/>
| |
| − | ***[[Create an Associated Document]]<br/>
| |
| − | **Managing Existing Agreements
| |
| − | ***[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
| |
| − | ***[[Download and Print Contract/Agreement Information]]<br/>
| |
| − | ***[[Search Contracts/Agreements]]<br/>
| |
| − | ***[[Create Smart Link for Agreement]]<br/>
| |
| − | ***[[Create Smart Link for Association]]<br/>
| |
| − | ***[[Edit a Contract/Agreement]]<br/>
| |
| − | ***[[Put Contract/Agreement On Hold]]<br/>
| |
| − | ***[[Cancel a Contract/Agreement]]<br/>
| |
| − | ***[[Delete a Contract/Agreement]]<br/>
| |
| − | ***[[Add and Remove Approvers]]<br/>
| |
| − | ***[[Enable and Disable Approvers]]<br/>
| |
| − | ***[[Recall an Approval]]<br/>
| |
| − | ***[[Approve a Contract/Agreement]]<br/>
| |
| − | ***[[Reject a Contract/Agreement]]<br/>
| |
| − | ***[[Delegate an Agreement Approval/Review]]<br/>
| |
| − | ***[[Review Deviated Clauses]]<br/>
| |
| − | ***[[Approve Deviated Clauses]]<br/>
| |
| − | ***[[Add Manual Deviation]]<br/>
| |
| − | ***[[Fulfill 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/>
| |
| − | ***[[Search an Associated Document]]<br/>
| |
| − | ***[[Approve an Associated Document]]<br/>
| |
| − | **After Executing an Agreement
| |
| − | ***[[Post-execution review of an agreement]]<br/>
| |
| − | ***[[Terminate an agreement]]<br/>
| |
| − | ***[[Add amendment to an agreement]]<br/>
| |
| − | ***[[Renew an agreement]]
| |
| − | **Miscellaneous Topics
| |
| − | ***[[View a Contract/Agreement]]<br/>
| |
| − | ***[[Send a Message]]<br/>
| |
| − | ***[[Save Your Search Results]]<br/>
| |
| − | ***[[Export Search Results]]<br/>
| |
| − | ***[[Trigger Notification]]<br/>
| |
| − | ***[[Add Notes]]<br/>
| |
| − | ***[[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]]<br/>
| |
| | **Contract Types | | **Contract Types |
| | ***[[Contract Types Page]] | | ***[[Contract Types Page]] |
| | }} | | }} |
