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[[ICM Help| Home]] > [[Templates]]
 
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Every Template has a team consisting of primary owner, secondary owner, approver, and so on. Approver has a right to approve or to reject a Template.<br/>
 
  
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To approve a template: <br/>
 
  
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1. On the '''Home''' page, click the '''Notifications''' tile, and then the '''Tasks''' tab. A list of tasks pending for your action appear.<br/><br/>
 
  
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[[File:Approve notificanNew.jpg]]<br/><br/>
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= Approving/Rejecting a Template =
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<div><div style="float:left;width:68%;">
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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.
  
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2. Click the template name link that you want to approve. The '''Template Details''' page is displayed.<br/> Click one of the following buttons:<br/>
 
  
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* '''Download''': Click to download the template. <br/>
 
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* '''Edit''': Click to Edit the template. <br/>
 
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* '''Approve''' - Click to approve the template. <br/>
 
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* '''Reject''' - Click to reject the template. <br/>
 
  
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[[File:Approve template.jpg]] <br/>
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== Approving a Template ==
  
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3. In the '''Add Note''' dialog box, type appropriate comments, and then click '''Add'''. The status of the template changes to '''Approved'''.<br/>
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To approve a Template:
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When you click '''Reject''', you have to add your comments and select the reason for rejection. After you approve or reject, the status of the template changes to '''Draft''' and the template has to go through the approval process again.<br/>
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[[File: add note.jpeg]] <br/>
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1. 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.
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<div class="image-green-border">[[File:8.0-Template Management Approval My Task.PNG|720px|8.0-Template Management Approval My Task.PNG]]</div>  
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2.&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''.''
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<div class="image-green-border">[[File:8.0-Template Management Approval My Task1.PNG|720px|8.0-Template Management Approval My Task1.PNG]]</div>
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3. '''Click "'''Download"''&nbsp;''to download the Template and "Edit" to edit the Template on the far right in the title bar.&nbsp;
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<div class="image-green-border">[[File:8.0-Template Management Approval Template Details.PNG|720px|8.0-Template Management Approval Template Details.PNG]]</div>
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4. '''Click "'''Approve". The "Add Note"&nbsp;drawer opens.
  
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5. '''Enter '''your comments if any.
  
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Related Topics:<br/>
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6. '''Click "'''Add".&nbsp;The status of the Template changes to "Approved".
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[[ICM Help]]<br/>
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<div class="image-green-border">[[File:8.0-Template Management Approval Template Details1.PNG|720px|8.0-Template Management Approval Template Details1.PNG]]</div>  
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<link-page pagebefore="Send_a_Template_for_Approval|Send a Template for Approval" pageafter=" Edit_a_Template_in_ICM| Edit a Template in ICM" />
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== Rejecting a Template ==
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<div class="image-green-border">To reject a Template:</div>
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1. '''Click '''"Reject" on the "Templates" Details page.''&nbsp;''The "Add Note"''&nbsp;''drawer&nbsp;opens.&nbsp;
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2. Enter your comments if any.
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<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>
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'''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>

Latest revision as of 14:25, 14 December 2021



Approving/Rejecting a Template

Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can approve or to reject a Template.


Approving a Template

To approve a Template:

1. Click  "View More" on  "My Tasks" on the Dashboard. The "User Tasks" page opens displaying a list of tasks pending for your action.

8.0-Template Management Approval My Task.PNG

2. Click the eye icon on the far right of the Template that you want to approve and which is listed as "Approval for [template name]".  The "Templates" Details page opens.

8.0-Template Management Approval My Task1.PNG

3. Click "Download" to download the Template and "Edit" to edit the Template on the far right in the title bar. 

8.0-Template Management Approval Template Details.PNG

4. Click "Approve". The "Add Note" drawer opens.

5. Enter your comments if any.

6. Click "Add". The status of the Template changes to "Approved".

8.0-Template Management Approval Template Details1.PNG

 

Rejecting a Template

To reject a Template:

1. Click "Reject" on the "Templates" Details page. The "Add Note" drawer opens. 

2. Enter your comments if any.

3. Select a Reason for rejecting the template from the "Reason Code" drop-down (This is a mandatory step for Rejection).
4. Click "Add". The status of the Template changes to "Draft" and the Template has to go through the approval process again.
 
8.0-Template Management Rejecting Template Details1.PNG

 

 

 

Related Topics: Template Management | Create a Template in ICI Word Add-in | Rule | Agreement Management | Clause Management | Bilingual_Templates
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