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| + | = Collaboration Experience with Microsoft Teams = | ||
ICI leverages the powerful capabilities of Microsoft Teams to help internal teams collaborate on contract creation and negotiation workflows and expediting the contracting lifecycle. The Teams integrations will help customers to use a single communication system and discussions can be held in context of the agreement. | ICI leverages the powerful capabilities of Microsoft Teams to help internal teams collaborate on contract creation and negotiation workflows and expediting the contracting lifecycle. The Teams integrations will help customers to use a single communication system and discussions can be held in context of the agreement. | ||
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*The documents associated with main agreement in ICI can also referenced in MS teams channel | *The documents associated with main agreement in ICI can also referenced in MS teams channel | ||
| − | == Collaborating | + | == Collaborating within MS Teams == |
To collaborate upon an agreement within MS Teams, follow the below steps: | To collaborate upon an agreement within MS Teams, follow the below steps: | ||
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2. Click on three dots menu. From the options displayed, click “Collaborate In Teams” | 2. Click on three dots menu. From the options displayed, click “Collaborate In Teams” | ||
| − | <div class="image-green-border">[[File:8.1 Teams 1.png|420px]]</div> <div class="note-box">'''Note''': The “Collaborate In Teams” option is only available for published documents.</div> | + | <div class="image-green-border">[[File:8.1 Teams 1.png|420px|8.1 Teams 1.png]]</div> <div class="note-box">'''Note''': The “Collaborate In Teams” option is only available for published documents.</div> |
“Collaborate In Teams” drawer opens. Please note collaboration within MS teams in possible only when credentials used for logging into ICI are same the one used for logging in to MS teams. | “Collaborate In Teams” drawer opens. Please note collaboration within MS teams in possible only when credentials used for logging into ICI are same the one used for logging in to MS teams. | ||
3. In the “Select Microsoft Teams Channel” tab, enter the following details: | 3. In the “Select Microsoft Teams Channel” tab, enter the following details: | ||
| − | <div class="image-green-border">[[File:8.1 Teams 2.png|620px]]</div> <div class="note-box">'''Note: '''The Team will refer to the team’s name. The Channel will refer to different channels present under the selected team.</div> | + | <div class="image-green-border">[[File:8.1 Teams 2.png|620px|8.1 Teams 2.png]]</div> <div class="note-box">'''Note: '''The Team will refer to the team’s name. The Channel will refer to different channels present under the selected team.</div> |
i. Select an existing team from the “Select Team” dropdown (system would only display the list of teams to which user has access in MS teams) or create a new team using “Create New” button.<br/> ii. Select an existing channel from the “Select Channel” dropdown (system would only display the list of channels in a team to which user has access in MS teams) or create a new channel using “Create New” button. Please note users can create only the ‘Public’ channels using ‘Create new’ option..<br/> iii. Add description if you are creating a new channel.<br/> iv. Click “Next”. The “Select Participants” tab opens. | i. Select an existing team from the “Select Team” dropdown (system would only display the list of teams to which user has access in MS teams) or create a new team using “Create New” button.<br/> ii. Select an existing channel from the “Select Channel” dropdown (system would only display the list of channels in a team to which user has access in MS teams) or create a new channel using “Create New” button. Please note users can create only the ‘Public’ channels using ‘Create new’ option..<br/> iii. Add description if you are creating a new channel.<br/> iv. Click “Next”. The “Select Participants” tab opens. | ||
4. In the “Select Participants” tab, enter the following details: | 4. In the “Select Participants” tab, enter the following details: | ||
| − | <div class="image-green-border">[[File:8.1 Teams 3.png|620px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> | + | <div class="image-green-border">[[File:8.1 Teams 3.png|620px|8.1 Teams 3.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> |
i. List of all team members of the agreement with their roles is displayed (internal users only). Select and remove names that are not to be added in the channel.<br/> ii. Click “Next”.<br/> The “Select Documents” tab opens. | i. List of all team members of the agreement with their roles is displayed (internal users only). Select and remove names that are not to be added in the channel.<br/> ii. Click “Next”.<br/> The “Select Documents” tab opens. | ||
5. In the “Select Document” tab, enter the following details: | 5. In the “Select Document” tab, enter the following details: | ||
| − | [[File:8.1 Teams 4.png|520px]] | + | [[File:8.1 Teams 4.png|520px|8.1 Teams 4.png]] |
| − | </div> <div class="image-green-border">i. List of agreements and associated documents under the agreement are displayed. Select and remove documents that are not to be added in the channel.<br/> ii. Click “Create”. A notification message about the channel creation status is displayed.</div> <div class="image-green-border"> </div> <div class="image-green-border">6. '''Click''' “Go to Microsoft Teams<ins cite="mailto:Aviral%20Singh%20(External)" datetime="2022-05-24T16:00">”</ins>. System would now create a new team and channel or if existing team and channel is selected then it will post a new card in the selected channel. If the selected team members are not part of the team and channel, then they would be added to the team and access would be given to the selected channel.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.1 Teams 5.png|220px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">A card will be created inside the channel with the agreement name, agreement status, created date, created by, and expiry date time information on it. If user had selected associated documents in Collaborate in teams wizard, then those documents would also be listed in the card.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.1 Teams 6.png|520px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">System would add the latest version of the agreement as well as the selected associated documents in the ‘files’ section of the agreement.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.1 Teams 7.png|620px]]</div> <div class="image-green-border"> </div> | + | </div> <div class="image-green-border">i. List of agreements and associated documents under the agreement are displayed. Select and remove documents that are not to be added in the channel.<br/> ii. Click “Create”. A notification message about the channel creation status is displayed.</div> <div class="image-green-border"> </div> <div class="image-green-border">6. '''Click''' “Go to Microsoft Teams<ins cite="mailto:Aviral%20Singh%20(External)" datetime="2022-05-24T16:00">”</ins>. System would now create a new team and channel or if existing team and channel is selected then it will post a new card in the selected channel. If the selected team members are not part of the team and channel, then they would be added to the team and access would be given to the selected channel.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.1 Teams 5.png|220px|8.1 Teams 5.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">A card will be created inside the channel with the agreement name, agreement status, created date, created by, and expiry date time information on it. If user had selected associated documents in Collaborate in teams wizard, then those documents would also be listed in the card.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.1 Teams 6.png|520px|8.1 Teams 6.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">System would add the latest version of the agreement as well as the selected associated documents in the ‘files’ section of the agreement.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.1 Teams 7.png|620px|8.1 Teams 7.png]]</div> <div class="image-green-border"> </div> |
== Editing a Document in MS Teams == | == Editing a Document in MS Teams == | ||
1. To edit the document, click “Edit” button on the card. | 1. To edit the document, click “Edit” button on the card. | ||
| + | <div class="image-green-border">[[File:8.1 Teams 8.png|420px|8.1 Teams 8.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. A document opens in MS Word editor in MS teams. Optionally user can open the document in the desktop app also (recommended). Multiple users can collaborate together to make the necessary changes to the agreement draft. The document gets auto-saved.</div> <div class="image-green-border"> </div> <div class="note-box">'''Note''': Do not change the name of the agreement document in the files section. System would not be able publish the documents whose name has been changed as a new version in ICI</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.1 Teams 9.png|720px|8.1 Teams 9.png]]</div> <div class="image-green-border"> </div> | ||
| + | == To View an Agreement in ICI == | ||
| + | |||
| + | To view the Agreements and Associations in ICI | ||
| + | |||
| + | '''1. Click '''“View in ICI” button, present below the agreement name for agreements and next to association name for associations. | ||
| + | <div class="image-green-border">[[File:8.1 Teams 10.png|520px|8.1 Teams 10.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. It will redirect the user to Agreement and Associations details page in ICI.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.1 Teams 11.png|720px|8.1 Teams 11.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> | ||
| + | == To Add the New Version of Agreement to ICI == | ||
| + | |||
| + | 1. After completing the required edits, you can publish the agreement draft as a new version back into ICI. | ||
| + | |||
| + | 2. Click on ‘New conversation’ present at the bottom of the window. Please notice ‘Icertis Teamworks’ icon at the bottom of the message window. | ||
| + | |||
| + | [[File:8.1 Teams 12.png|420px|8.1 Teams 12.png]] | ||
| + | |||
| + | 3. If the icon is not visible, then click on the menu (three dots) button at the bottom of message window and search ‘Icertis Teamworks’ app. Click on the app icon to add it your teams. Please contact your administrator if the Icertis Teamworks app is not found. | ||
| + | |||
| + | [[File:8.1 Teams 13.png|420px|8.1 Teams 13.png]] | ||
| + | |||
| + | 4. Click on the Icertis Teamworks app icon and select Agreement Instance to be published from MS Teams | ||
| + | |||
| + | [[File:8.1 Teams 14.png|420px|8.1 Teams 14.png]] | ||
| + | |||
| + | 5. System would add a new card to the teams channel. '''Click''' on “Publish” | ||
| + | |||
| + | [[File:8.1 Teams 15.png|620px|8.1 Teams 15.png]] | ||
| + | <div class="note-box">'''Note:''' Users who do not have publishing rights will get an error message on clicking the publish button.</div> | ||
| + | On successful publish, a new version of the agreement would get created in ICI. | ||
| + | |||
| | ||
| − | + | ||
| + | [[File:8.1 Teams 16.png|720px|8.1 Teams 16.png]] | ||
| + | |||
| + | |||
| + | |||
| + | == Initiating the Collaboration in Teams Again == | ||
| + | |||
| + | If you have linked an agreement with a particular team and a channel then when you click on the collaborate in teams for the same agreement then the system will post the latest copy of the agreement in the channel again. This way, you can continue collaborating on the agreement document until the final draft is ready for execution. | ||
| + | |||
| + | 1. Click on three dots menu. From the options displayed, click “Collaborate In Teams” | ||
| + | |||
| + | [[File:8.1 Teams 1.png|420px|8.1 Teams 1.png]] | ||
| + | |||
| + | 2. The “Collaborate in Teams” drawer will open, displaying the existing version of the agreement in MS teams and the latest version of the agreement in ICI. | ||
| + | |||
| + | [[File:8.1 Teams 18.png|520px|8.1 Teams 18.png]] | ||
| + | |||
| + | 3. Click “Proceed”. A success message will be displayed. | ||
| + | |||
| + | [[File:8.1 Teams 19.png|220px|8.1 Teams 19.png]] | ||
| + | |||
| + | 4. Click “Go to Microsoft Teams”. A card with the lastest agrrement version will be created in the existing team channel. | ||
| + | |||
| + | [[File:8.1 Teams 20.png|620px|8.1 Teams 20.png]] | ||
| + | |||
| + | | ||
| + | |||
| + | '''Related Topics: '''[[Configuring_MS_Teams_with_ICI|Configuring_MS_Teams_with_ICI]] </div> | ||
Latest revision as of 11:24, 27 May 2022
Contents
Collaboration Experience with Microsoft Teams
ICI leverages the powerful capabilities of Microsoft Teams to help internal teams collaborate on contract creation and negotiation workflows and expediting the contracting lifecycle. The Teams integrations will help customers to use a single communication system and discussions can be held in context of the agreement.
With this feature:
- Contract owner can initiate a collaboration on MS teams from agreement details page and also invite agreement team members to participate in the discussion.
- The latest version of the agreement document is also made available on the teams channel while initiating the collaboration. Participants can review, redline the agreement document in MS teams and publish the edited document back to ICI as a new version.
- The documents associated with main agreement in ICI can also referenced in MS teams channel
Collaborating within MS Teams
To collaborate upon an agreement within MS Teams, follow the below steps:
1. Open the details page of the Agreement which you want to collaborate upon within MS Teams.
2. Click on three dots menu. From the options displayed, click “Collaborate In Teams”
Note: The “Collaborate In Teams” option is only available for published documents.
“Collaborate In Teams” drawer opens. Please note collaboration within MS teams in possible only when credentials used for logging into ICI are same the one used for logging in to MS teams.
3. In the “Select Microsoft Teams Channel” tab, enter the following details:
Note: The Team will refer to the team’s name. The Channel will refer to different channels present under the selected team.
i. Select an existing team from the “Select Team” dropdown (system would only display the list of teams to which user has access in MS teams) or create a new team using “Create New” button.
ii. Select an existing channel from the “Select Channel” dropdown (system would only display the list of channels in a team to which user has access in MS teams) or create a new channel using “Create New” button. Please note users can create only the ‘Public’ channels using ‘Create new’ option..
iii. Add description if you are creating a new channel.
iv. Click “Next”. The “Select Participants” tab opens.
4. In the “Select Participants” tab, enter the following details:
i. List of all team members of the agreement with their roles is displayed (internal users only). Select and remove names that are not to be added in the channel.
ii. Click “Next”.
The “Select Documents” tab opens.
5. In the “Select Document” tab, enter the following details:
i. List of agreements and associated documents under the agreement are displayed. Select and remove documents that are not to be added in the channel.
ii. Click “Create”. A notification message about the channel creation status is displayed.
ii. Click “Create”. A notification message about the channel creation status is displayed.
6. Click “Go to Microsoft Teams”. System would now create a new team and channel or if existing team and channel is selected then it will post a new card in the selected channel. If the selected team members are not part of the team and channel, then they would be added to the team and access would be given to the selected channel.
A card will be created inside the channel with the agreement name, agreement status, created date, created by, and expiry date time information on it. If user had selected associated documents in Collaborate in teams wizard, then those documents would also be listed in the card.
System would add the latest version of the agreement as well as the selected associated documents in the ‘files’ section of the agreement.
Editing a Document in MS Teams
1. To edit the document, click “Edit” button on the card.
2. A document opens in MS Word editor in MS teams. Optionally user can open the document in the desktop app also (recommended). Multiple users can collaborate together to make the necessary changes to the agreement draft. The document gets auto-saved.
Note: Do not change the name of the agreement document in the files section. System would not be able publish the documents whose name has been changed as a new version in ICI
To View an Agreement in ICI
To view the Agreements and Associations in ICI
1. Click “View in ICI” button, present below the agreement name for agreements and next to association name for associations.
2. It will redirect the user to Agreement and Associations details page in ICI.
To Add the New Version of Agreement to ICI
1. After completing the required edits, you can publish the agreement draft as a new version back into ICI.
2. Click on ‘New conversation’ present at the bottom of the window. Please notice ‘Icertis Teamworks’ icon at the bottom of the message window.
3. If the icon is not visible, then click on the menu (three dots) button at the bottom of message window and search ‘Icertis Teamworks’ app. Click on the app icon to add it your teams. Please contact your administrator if the Icertis Teamworks app is not found.
4. Click on the Icertis Teamworks app icon and select Agreement Instance to be published from MS Teams
5. System would add a new card to the teams channel. Click on “Publish”
Note: Users who do not have publishing rights will get an error message on clicking the publish button.
On successful publish, a new version of the agreement would get created in ICI.
Initiating the Collaboration in Teams Again
If you have linked an agreement with a particular team and a channel then when you click on the collaborate in teams for the same agreement then the system will post the latest copy of the agreement in the channel again. This way, you can continue collaborating on the agreement document until the final draft is ready for execution.
1. Click on three dots menu. From the options displayed, click “Collaborate In Teams”
2. The “Collaborate in Teams” drawer will open, displaying the existing version of the agreement in MS teams and the latest version of the agreement in ICI.
3. Click “Proceed”. A success message will be displayed.
4. Click “Go to Microsoft Teams”. A card with the lastest agrrement version will be created in the existing team channel.
Related Topics: Configuring_MS_Teams_with_ICI
