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{{#tree:
 
{{#tree:
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*[[My Dashboard]]
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*[[Home]]
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**[[Edit KPI Tiles]]
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*[[Agreements]]
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*[[Agreement Management - Option 1]]
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**[[Working with Agreements]]
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**Agreements
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**[[Amendments]]
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***[[Agreements Page]]
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*[[Requests]]
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***[[Create Agreement Page]]
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*[[Associations]]
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***[[Requests Page]]
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*[[Compliances]]
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***[[Create Requests Page]]
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*[[Templates]]
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***[[Search Agreements]]
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**[[Create a Template_in ICI Word Add-in]]
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***[[Agreements Details Page]]
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**[[Approve/Reject a Template]]
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***[[Extended Search]]
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**[[Bilingual Templates]]
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***[[Create an Agreement from a Contract Request]]
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*[[Clauses]]
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**Requests
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*[[Configure]]
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***[[Requests Page]]
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**[[Contract Type]]
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***[[Create Requests Page]]
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**[[Attribute]]
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***[[Search Requests]]
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**[[Rule]]
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***[[Request Details Page]]
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**[[Masterdata]]
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**Contract Types
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**[[Alias Master]]
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***[[Contract Types Page]]
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**[[Cascade Team]]
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*[[Agreement Management - Option 2]]
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**[[Promote Configurations]]
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**Before Creating an Agreement
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**[[System Configurations]]
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***[[Create a New Request]]<br/>
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**[[SSO Configurations]]
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***[[Send a Request for Review]]<br/>
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**[[E-sign Configuration]]
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***[[Review a Request]]<br/>
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*[[Reports]]
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***[[Edit a Request]]<br/>
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**[[Agreement Details Page Reports]]
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***[[Send a Request for Approval]]<br/>
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**[[Legal and Compliance]]
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***[[Approve a Request]]<br/>
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**[[Admin Reports]]
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***[[View Request Status]]<br/>
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**[[Workflow Reports]]
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***[[Put Request On Hold]]<br/>
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**[[Power BI Integration with ICI]]
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***[[Cancel a Request]]<br/>
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**[[Obligation Management Reports]]
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***[[Search an Existing Request]]<br/>
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**[[Sourcing Reports]]
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***[[Copy an Existing Request]]<br/>
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*[[Advanced Analytics]]
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***[[Download and Print Request Information]]
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**[[Power BI]]
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**Creating an Agreement
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*[[Bulk Actions]]
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***[[Create a new agreement]]<br/>
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*[[Admin]]
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***[[Create a new agreement from a contract request]]<br/>
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**[[Managing Organization]]
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***[[Copy an existing agreement]]<br/>
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**[[Managing Users]]
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***[[Add Supporting Documents to Your Contract/Agreement]]<br/>
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**[[Managing User Groups]]
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***[[Add Commitments to Your Contract/Agreement]]<br/>
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**[[Managing Security Groups]]
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***[[Send a Contract/Agreement for Review]]<br/>
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**[[Application Settings]]
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***[[Review a Contract/Agreement]]<br/>
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**[[Notification Settings]]
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***[[Create an Associated Document]]<br/>
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**[[Currencies]]
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**Managing Existing Agreements
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**[[Reasons]]
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***[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
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**[[Legacy Upload]]
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***[[Download and Print Contract/Agreement Information]]<br/>
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**[[Admin Task]]
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***[[Search Contracts/Agreements]]<br/>
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**[[Dashboard Configuration]]
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***[[Create Smart Link for Agreement]]<br/>
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**[[Action Button Configuration]]
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***[[Create Smart Link for Association]]<br/>
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**[[Configuring MS Teams with ICI]]
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***[[Edit a Contract/Agreement]]<br/>
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*[[Self-Serve Tools]]
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***[[Put Contract/Agreement On Hold]]<br/>
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*[[Icertis Business Apps]]
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***[[Cancel a Contract/Agreement]]<br/>
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**[[ICI Sourcing App]]
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***[[Delete a Contract/Agreement]]<br/>
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**[[ICI Obligation Management]]
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***[[Add and Remove Approvers]]<br/>
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**[[ICI Risk Management]]
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***[[Enable and Disable Approvers]]<br/>
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**[[ICI Proposal Management]]
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***[[Recall an Approval]]<br/>
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**[[ICI Supplier Relationship Management]]
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***[[Approve a Contract/Agreement]]<br/>
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**[[ICI Rebates and Promotions App]]
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***[[Reject a Contract/Agreement]]<br/>
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*[[AI Apps]]
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***[[Delegate an Agreement Approval/Review]]<br/>
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**[[Managing US Federal Contracts using ICI]]
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***[[Review Deviated Clauses]]<br/>
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**[[Contract Digitalization]]
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***[[Approve Deviated Clauses]]<br/>
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**[[Discover AI]]
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***[[Add Manual Deviation]]<br/>
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**[[Negotiate AI]]
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***[[Fulfill a Commitment]]<br/>
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**[[Obligation AI]]
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***[[Send an Agreement to External/Third Party Signature]]<br/>
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**[[Visualize AI]]
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***[[Electronic Signature for Own Paper]]<br/>
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*[[ICI Add-ins]]
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***[[Electronic Signature for Third Party Paper]]<br/>
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**[[Icertis Experience for Word]]
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***[[Manual Signature]]<br/>
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**[[Outlook Add-in]]
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***[[Search an Associated Document]]<br/>
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**[[Collaboration experience with Microsoft Teams]]
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***[[Approve an Associated Document]]<br/>
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*[[Integrations]]
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**After Executing an Agreement
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**[[ICI for SAP Ariba Strategic Sourcing]]
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***[[Post-execution review of an agreement]]<br/>
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**[[ICI for SAP CPQ]]
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***[[Terminate an agreement]]<br/>
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**[[ICI for SAP Fieldglass]]
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***[[Add amendment to an agreement]]<br/>
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**[[Salesforce]]
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***[[Renew an agreement]]
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**[[Microsoft Dynamics CRM]]
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**Miscellaneous Topics
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**[[Icertis Experience for Workday]]
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***[[View a Contract/Agreement]]<br/>
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**[[System for Cross Domain Identity Management]]
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***[[Send a Message]]<br/>
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**[[Using Adobe Sign]]
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***[[Save Your Search Results]]<br/>
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**[[Using DocuSign]]
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***[[Export Search Results]]<br/>
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**[[Using Namirial eSignAnywhere]]
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***[[Trigger Notification]]<br/>
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**[[Generic Integration Framework to Support SFTP Interface]]
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***[[Add Notes]]<br/>
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**[[Generic Integration Framework to Support ASB Interface]]
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***[[Install ICM Excel Add-In]]<br/>
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*[[API Capabilities]]
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***[[Log In to ICM Excel Add-In]]<br/>
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*[[ICI Mobile App]]
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***[[Upload Agreements Using ICM Bulk Insert]]<br/>
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*[[ICI BOT]]
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***[[Upload Agreements to ICM]]<br/>
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*[[Release Notes]]
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**Contract Types
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*[[Patch Release Notes]]
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***[[Contract Types Page]]
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Latest revision as of 08:13, 2 February 2023