Latest revision as of 10:46, 12 May 2022

Home

Purpose

The Home page of Icertis Contract Intelligence or your personal dashboard is designed with the following goals:

Track tasks
Take actions
Access information of importance

Collapsible Main Menu

The tiles appearing at the top of the Home page represent the different entities within ICI. The entity tiles displayed on your Home page will depend on the authorization you have.
The entire tiles bar is a collapsible unit, allowing you more visual space as required. Click the arrow to hide (or show) the main menu.

Global Search Bar

The search bar is displayed when the main menu is set to “Show Menu”. When the main menu is collapsed, only a search icon is displayed alongside the other top-right menu options. Clicking this search icon displays the search bar.

Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.

You can access Advanced Search through its dedicated link on the home page.

Top-right menu

Create: The Plus icon is a quick access menu to create agreements and access other areas of the application.
Notifications: This bell icon indicates Notifications where a red dot signifies new/unread messages and clicking it will direct you to the Notifications_Dashboard.
Activity: The user-and-time icon indicates the Activity Panel, which opens a drawer and can be refreshed to reflect the latest activities.
Help: Clicking this question icon opens the Help link in a new tab.
User Settings: Clicking the User Settings icon opens a drawer menu for users to update their preferences such as theme color and time-zone. Refer Basic_Set_Up for more details.

Dashboard Configuration

A default dashboard is provided with the application. This dashboard is completely configurable. Here’s what you can do:

Customize the dashboard by adding widgets, reports, KPIs and other relevant information.
Arrange and resize the widgets in a manner that works best for you.

Your admin team can design a dashboard that suits your organization’s requirement and make it available to you. If you are an admin user, please go to Dashboard Configuration for information on configuring dashboards for your users.

Available Widgets

Personalized Widgets

Here’s a list of widgets that display information directly associated with you:

What would you like to do - The widget “What would you like to do” is a default dashboard widget allows users to take quick actions via pre-configured links, presented as line items, from the ICI Home page. It can be configured to provide multiple actions/links with one quick action line item.

My Recent Activities
My Tasks
Notifications

Note: The options displayed in the "What would you like to do?" widget can be defined by your technical configuration team.

Report Widgets

Many report-based widgets including Power BI reports can be added to the dashboard. Here’s a list:

Saved Searches Widgets

Saved searches for which you have access based on your security group or organization can be added as widget to the dashboard.
Refer Saved_Searches for information on how to save a search result.

Business Application Widgets

If you have access to one or more Icertis Business Applications, there are dashboard widgets for applications that you can add as well.

Working with Widgets

Here’s what you can do with widgets:

Moving Widgets
Adding Widgets
Resizing Widgets
Widget Interactions

Moving Widgets

1. Click the "Edit Dashboard" button.
2. Click and drag the "Move" icon to move the widget.

Adding Widgets

1. Click the "Edit Dashboard" button.
2. Click the "Add Widgets" button.
3. From the list of widgets, select one or more widgets you want to add to the Dashboard.

Resizing Widgets

1. Click the "Edit Dashboard" button.
2. Click and drag the "Resize" icon to resize the widget.

On increasing the widget width, more columns are displayed and correspondingly lesser number of columns are displayed when the width is reduced.

Depending on the size of the widget, the reports are displayed in graphical form or as KPIs.

Widget Interactions

"Three-dots" icons displays the following Actions:

Preview Document
View Smart Links
Copy Record
View Details

On stretching to the full width of the dashboard all five columns available for the widget are displayed. On reducing the width, the widget dynamically resizes and the number of columns is adapted to up to two columns including a column with the "View Details" and "Actions" icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.

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.

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.

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.

@@ Line 1: / Line 1: @@
+= Home&nbsp; =
+== Purpose ==
+The Home page of Icertis Contract Intelligence or your personal dashboard is designed with the following goals:
+*Track tasks&nbsp;
+*Take actions
+*Access information of importance<br/> &nbsp;
+&nbsp;
-= Home =
+== Collapsible Main Menu ==
-The Home page is always the first screen you see when you log on to ICI. It presents a snapshot of your tasks and let you access various features of ICI&nbsp;that you have the privileges for.&nbsp;
+The tiles appearing at the top of the Home page represent the different entities within ICI. The entity tiles displayed on your Home page will depend on the authorization you have.<br/> The entire tiles bar is a collapsible unit, allowing you more visual space as required. Click the arrow to hide (or show) the main menu.
+<div class="image-green-border">[[File:8.0-home-collapsible-menu.png|520px|8.0-home-collapsible-menu.png]]</div> <div class="image-green-border">&nbsp;</div>
+&nbsp;
-The dashboard layout provides&nbsp;a comprehensive look of business information on the Home page. This has improved the user experience and usability especially around complex navigation and performing multiple clicks to achieve a seemingly simple task. Users are able to view recent activities, saved search, notifications upfront on the dashboard in addition to their list of tasks and KPIs/reports.
+== Global Search Bar ==
-<div class="image-green-border">[[File:Homepage 1.PNG|920px]]</div>
+<div class="image-green-border">The search bar is displayed when the main menu is set to “Show Menu”. When the main menu is collapsed, only a search icon is displayed alongside the other top-right menu options. Clicking this search icon displays the search bar.<br/> <br/> Here, you can enter a search term and press enter or click the search icon to view the context of the specific term entered.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-global-search-bar.png|520px|8.0-global-search-bar.png]]<br/> <br/> You can access [[Using_Advanced_Search|Advanced Search]] through its dedicated link on the home page.&nbsp;<br/> &nbsp;</div>
-From the Home page you can:
+== Top-right menu ==
+<div class="image-green-border">[[File:8.0-home-top-right.PNG|720px|8.0-home-top-right.PNG]]</div>
+*'''Create''': The Plus icon is a quick access menu to create agreements and access other areas of the application.
+*'''Notifications''': This bell icon indicates Notifications where a red dot signifies new/unread messages and clicking it will direct you to the [[Notifications_Dashboard|Notifications_Dashboard]].&nbsp;
+*'''Activity''': The user-and-time icon indicates the Activity Panel, which opens a drawer and can be refreshed to reflect the latest activities.
+*'''Help''': Clicking this question icon opens the Help link in a new tab.
+*'''User Settings''': Clicking the User Settings icon opens a drawer menu for users to update their preferences such as theme color and time-zone. Refer [[Basic_Set_Up|Basic_Set_Up]] for more details.<br/> &nbsp;
-*'''Launch '''a feature you have access to by clicking on any of the Feature tiles.
+== Dashboard Configuration ==
-*'''Go '''to the "Details" page of a specific entity directly. Typing&nbsp;the first few letters of the entity name in the "Search" bar displays matching results in a chronological&nbsp;order. '''Click '''the required entity to view its "Details" page or navigate to the "Advanced Search" page by clicking the "View More"''&nbsp;''link.
-*'''Refresh '''the Home page to ensure you have the most current view. The time the Home page was last refreshed is shown above the KPI tiles and is based on the time zone you have set in Preferences. See Navigating in ICI&nbsp;for details on setting preferences.
-*'''Select''' the Home page tiles&nbsp;you would like to add and remove from the Home page. You can drag the tiles around to change their position. The ''Tasks'' tile is available by default and it can neither be moved nor deleted. Tasks are specific actions that the logged in user needs to perform. These actions taken depend on the role of the user, type of task it is and the state the record is in.&nbsp;
-The widget-based Dashboard offers the following widgets:
+A default dashboard is provided with the application. This dashboard is completely configurable. Here’s what you can do:
-#'''Performance Metric:''' displays all the KPIs to which the user has access. These include Saved Search KPIs and Report KPIs.
+*Customize the dashboard by adding widgets, reports, KPIs and other relevant information.&nbsp;
-#'''My Tasks:''' displays a list of tasks assigned to the user. The total number of tasks is displayed at the top of the widget, followed by the task link and the date on which each task was received.
+*Arrange and resize the widgets in a manner that works best for you.
-#'''Notification:''' displays notifications in the descending order of the date and time in which they have been received. Clicking a notification navigates the user to the ''Notifications'' page.
-#'''My Recent Activities:''' displays a list of the latest activities performed by the user on Agreements, Contract Requests and Clauses. The activities are displayed in the descending order (latest first, oldest last).
-#'''Saved Search:''' displays the searches saved on the ''Search'' page.
-#'''What Would You Like To Do:&nbsp;'''displays shortcuts to the most frequently performed actions by the user, for example, Create Agreement, View Agreement.
-Default Dashboard settings will depend on the settings implemented in your organization.
+Your admin team can design a dashboard that suits your organization’s requirement and make it available to you. If you are an admin user, please go to [[Dashboard_Configuration|Dashboard Configuration]] for information on configuring dashboards for your users.<br/> &nbsp;
-=== User Tasks ===
+== Available Widgets ==
-The "My Task"&nbsp;widget on the Home page allows you to:
-*Ease of access to task level data by filtering and sorting it
+=== Personalized Widgets ===
-*Driving tasks to timely closure
-*Improved user experience for better understanding of the task level data
-<div class="image-green-border">[[File:Home-5.PNG|820px|Home-5.PNG]]</div>
-In ICI, tasks are generated for:&nbsp;
-*Approval
+Here’s a list of widgets that display information directly associated with you:
-*Deviation Approval
-*Internal Signature
-*External Signature
-*Internal Review
-*External Review
-*Contract Request Submitted
-The Administrator configures the SLA for the following actions based on the Contract Type.
+*What would you like to do -&nbsp;The widget “What would you like to do” is a default dashboard widget allows users to take quick actions via pre-configured links, presented as line items, from the ICI Home page. It can be configured to provide multiple actions/links with one quick action line item.
-The following columns are displayed&nbsp;:
+[[File:QuickActions1.png|480px]]
-*Task (for example, Approval, External Signature)
+*My Recent Activities
-*Entity Name
+*My Tasks
-*Entity Code
+*Notifications
-*Entity Type
+<div class="note-box">'''Note''': The options displayed in the "What would you like to do?" widget can be defined by your technical configuration team.</div>
-*Due By
-*Primary Owner
-*Task Created On
-*Entity Created On
-You can navigate to the Entity by clicking the Task. Each of the columns can be filtered and sorted.
+=== <br/> Report Widgets ===
-=== Adding a widget to the Home page ===
+Many report-based widgets including Power BI reports can be added to the dashboard. Here’s a list:
-To add a widget to the Home page:
+*[[Legal_and_Compliance|Agreement Deviation Report]]
+*[[Workflow_Reports|Agreements Pending Approval Report]]
+*[[Workflow_Reports|Agreements Pending Execution Report]]
+*[[Workflow_Reports|Approved Requests Waiting for Contract Creation Report]]
+*[[Admin_Reports|Average Agreement Turn Around Time Report]]
+*[[Workflow_Reports|Clauses Pending Approval Report]]
+*[[Legal_and_Compliance|Expired Agreements Report]]
+*[[Legal_and_Compliance|Expiring Agreements Report]]
+*[[Admin_Reports|Signature Type Report]]
+*[[Workflow_Reports|Templates Pending Approval Report]]
+*[[Admin_Reports|User Login Report]]<br/> &nbsp;
-#'''Click''' the "Edit Dashboard" button on the right-hand side of the page. The "Dashboard" switches to edit mode.
+=== Saved Searches Widgets ===
-<div class="image-green-border">[[File:Homepage 2.PNG|720px]]</div> <ol start="2">
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">Saved searches for which you have access based on your security group or organization can be added as widget to the dashboard.<br/> Refer [[Saved_Searches|Saved_Searches]] for information on how to save a search result.</div>
-<li>'''Click''' the "Add Widget" button. The "Add Widgets" drawer&nbsp;opens.</li>
+=== <br/> Business Application Widgets&nbsp; ===
-</ol>
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">If you have access to one or more Icertis Business Applications, there are dashboard widgets for applications that you can add as well.<br/> &nbsp;</div>
-<ol start="3">
+== Working with Widgets ==
-<li>From the list of widgets, '''select''' the one you want to add to the Dashboard. For example, "All Agreements"'',''&nbsp;"All Contract Requests"'', "''Approved Sales Orders". A&nbsp;tick appears next to the selected list items.</li>
-</ol>
-<div class="note-box">'''Note:''' 10 widgets can be added. In the example, as we have selected 5 widgets, the ''5 More widget(s) can be added'' message is being displayed. If 10 widgets were added, then the ''No more widgets can be added'' message is displayed.</div> <ol start="4">
-<li>'''Click''' the "Add" button. The added widgets appears on the Home page.</li>
-</ol>
-<div class="image-green-border">[[File:Homepage 3.png|720px]]</div> <ol start="5">
-<li>'''Select''' a size of the widget with the help of resizing button present at the right side bottom of the widget.</li>
-</ol>
-<div class="image-green-border">[[File:Home-10.png|520px|Home-10.png]]</div> <div class="image-green-border">&nbsp;</div> <ol start="6">
-<li>To arrange the widgets in the best possible way according to their sizes '''Click&nbsp;'''the "Auto Arrange" button.</li>
-</ol>
-You can change the sequence of the widgets by dragging the tiles around to change their position on the Home page based on your requirement.
+Here’s what you can do with widgets:
-To remove a widget, '''click''' the X icon of that widget. The removed widget no longer appears on the Home page''.''
+*Moving Widgets
+*Adding Widgets
+*Resizing Widgets
+*Widget Interactions
-&nbsp;
+=== Moving Widgets ===
-=== Dashboard Smartlinks ===
+. Click the "Edit Dashboard"&nbsp;[[File:8.0-edit-dashboard.PNG|120px|8.0-edit-dashboard.PNG]]button.<br/> 2. Click and drag the "Move"&nbsp;[[File:8.0-edit-dashboard-move.PNG|RTENOTITLE]]icon to move the widget.
-Following enhancements have been made to Dashboard widget and tile.&nbsp;&nbsp;
+=== Adding Widgets ===
-*All smart links with below properties will be available to add as a widget:
+. Click the "Edit Dashboard" [[File:8.0-edit-dashboard.PNG|100px|8.0-edit-dashboard.PNG]]button.<br/> 2. Click the "Add Widgets" [[File:8.0-add-widgets.PNG|100px|8.0-add-widgets.PNG]]button.<br/> 3. From the list of widgets, select one or more widgets you want to add to the Dashboard.
-**Global Search is enabled.
-**Show on left pane option is enabled.
-**Linked entity same as dashboard entity.
-'''Note''': The smart link widgets are not displayed for the main dashboard.
+=== Resizing Widgets ===
-*Users can view the smart links as part of the dashboard widget.&nbsp;
+.&nbsp;&nbsp; &nbsp;Click the "Edit Dashboard"&nbsp;[[File:8.0-edit-dashboard.PNG|100px|8.0-edit-dashboard.PNG]]button.<br/> 2.&nbsp;&nbsp; &nbsp;Click and drag the "Resize"&nbsp;[[File:8.0-edit-dashboard-resize.PNG|30px|8.0-edit-dashboard-resize.PNG]]icon to resize the widget.
-*Users can view smart link data as part of dashboard as per the privileges assigned to the logged in user. If the Show on left pane option for smart link is not enabled, users will not be able to access the widget.
-*The widget title of smart links contains the following options.
-**Name: It is the name of saved search
-**Count: It is the number of total records available for the smart link.
-'''Note:''' In case user is not authorized&nbsp;for the&nbsp;smart link,&nbsp;the ‘Access Denied’ message will be shown
+On increasing the widget width, more columns are displayed and correspondingly lesser number of columns are displayed when the width is reduced.
-*Users can convert the smart link widget to a KPI tile.
-*The “View More” link is available on smart link widget in the footer.&nbsp;
-*The number of rows and columns will be displayed based on widget’s size.
-<div class="image-green-border">[[File:Home-11.png|520px|Home-11.png]]</div>
-&nbsp;
-=== Dashboard Smartlinks ===
+Depending on the size of the widget, the reports are displayed in graphical form or as KPIs.
+<div class="image-green-border">[[File:8.0-reports-widgets.png|520px|8.0-reports-widgets.png]]<br/> &nbsp;</div>
+=== Widget Interactions ===
-Saved Search widget is displayed after clicking the “Add Widget” button when editing the dashboard.&nbsp;
+"Three-dots" icons displays the following Actions:
-Users can now have the saved search widgets displayed either as a tile with the computation configured on saved search like standard layout in classic view or in the view with list of records qualified in the saved search like widget layout in classic view.&nbsp;
+*Preview Document
+*View Smart Links
+*Copy Record
+*View Details
-Users can now view the saved search data as part of dashboard saved search widget.
+On stretching to the full width of the dashboard all five columns available for the widget are displayed. On reducing the width, the widget dynamically resizes and the number of columns is adapted to up to two columns including a column with the "View Details" [[File:8.0-edit-dashboard-view.PNG|RTENOTITLE]]and "Actions" [[File:8.0-edit-dashboard-actions.PNG|RTENOTITLE]]icons. Here you can directly click on the View Details or eye icon to open the record in a new tab.<br/> &nbsp;
-'''Saved Search with Security Group'''
+== ICI Version and Browser Compatibility Information ==
-'''[[File:Home SL-1.PNG|520px|Home SL-1.PNG]]'''
+To find out ICI&nbsp;Version Information,
-'''Saved Search without Security Group'''
+. '''Scroll down''' the page till the end.
-'''[[File:Home SL-2.PNG|520px|Home SL-2.PNG]]'''
+'''. Click'''&nbsp;"About" on the lower-left corner of the ICI&nbsp;page.
-'''Saved Search with Organization Group access'''
+The&nbsp; drawer&nbsp;with two tabs displays the following information&nbsp;:
-'''[[File:Home SL-3.PNG|520px|Home SL-3.PNG]]'''
+'''ICI Platform Version tab'''
-Users can now view saved search data as part of dashboard saved search widget irrespective of KPI privileges.
+*'''Product Version''': displays the version of ICI
+*'''Icertis Experience for Word''': displays the version of ICI&nbsp;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.<br/> &nbsp;
-[[File:Home SL-4.PNG|520px|Home SL-4.PNG]]
+'''Browser Compatibility tab'''
-*The widget title contains the following options.
+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.
-**Name: It is the name of the saved search.
+<div class="image-green-border">&nbsp;</div>
-**Count: It is the number of total records available for the smart link.
-**KPI: Are the key performance indicators created by the users.
-*The widget title will be truncated based on the size of the widget, but the tool tip contains the complete information about the widget.
-*The “View More” option is now displayed in the widget footer. Clicking this link navigates the user to the advanced search page by selecting the saved search data automatically.
-<div class="image-green-border">[[File:Home SL-5.png|520px|Home SL-5.png]]</div>
 &nbsp;
 &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;[[Advanced_Analytics|Advanced Analytics]]| &nbsp;[[User_Administration|User Administration]]&nbsp;|&nbsp;[[ICI_Tools|ICI_Tools]] | [[Icertis_Business_Apps|Icertis_Business_Apps]] | [[AI_Apps|AI Apps]]&nbsp;| [[ICI_Add-ins|ICI_Add-ins]] | [[Integrations|Integrations]] | [[ICI_Mobile_App|ICI_Mobile_App]] | [[ICI_BOT|ICI_BOT]] | [[Release_Notes|Release_Notes]] |&nbsp;[[Using_Advanced_Search|Advanced Search]] |&nbsp;[[Agreement_Details_Page|Agreement Details]]&nbsp;| [[Notifications_Dashboard|Notifications]] |&nbsp;&nbsp;|&nbsp;[[Bulk_Actions|Bulk Actions]]&nbsp;|
+'''Related Topics:''' [[Agreement_Management|Agreement Management]] | [[Associations|Associations]]&nbsp;| [[Compliances|Compliances]]&nbsp;| [[Templates|Templates]]&nbsp;|&nbsp;[[Clauses|Clauses]]&nbsp;| [[Configure|Configure]]&nbsp;|&nbsp;[[Reports|Reports]] |&nbsp;[[Advanced_Analytics|Advanced Analytics]]| &nbsp;[[Admin|Admin]]&nbsp;|&nbsp;[[ICI_Tools|ICI_Tools]] | [[AI_Apps|AI Apps]]&nbsp;| [[ICI_Add-ins|ICI_Add-ins]] | [[Integrations|Integrations]] | [[ICI_Mobile_App|ICI_Mobile_App]] | [[ICI_BOT|ICI_BOT]] | [[Release_Notes|Release_Notes]] |&nbsp;[[Using_Advanced_Search|Advanced Search]] |&nbsp;[[Agreement_Details_Page|Agreement Details]]&nbsp;| [[Notifications_Dashboard|Notifications]] |&nbsp;&nbsp;|&nbsp;[[Bulk_Actions|Bulk Actions]]&nbsp;|

Contents

Home[edit]

User Tasks[edit]

Adding a widget to the Home page[edit]

Dashboard Smartlinks[edit]

Dashboard Smartlinks[edit]

Latest revision as of 10:46, 12 May 2022

Contents

Home

Purpose

Collapsible Main Menu

Global Search Bar

Top-right menu

Dashboard Configuration

Available Widgets

Personalized Widgets

Report Widgets

Saved Searches Widgets

Business Application Widgets

Working with Widgets

Moving Widgets

Adding Widgets

Resizing Widgets

Widget Interactions

ICI Version and Browser Compatibility Information

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools