• To know the details of the request raised.
• To know the status of the request raised.
• To copy an existing request.
• To edit an existing request.

You use multiple parameters to search an existing request.

Here is the process to search for an existing request:

In ICM, you can use various options given below, including the dynamic search feature, to find the desired requests.
Option 1:
To search an existing request:

1. Click the Requests tile on the Home page.

The Requests page appears.

To search particular requests select one of the following options:

Option 2:
Alternatively, type keywords in the search box provided above the list of existing requests. A list of relevant requests is displayed.

Enhancing your search

You can enhance your search by using any of the following methods:

Viewing the saved search terms

View your saved search terms with the following:

1. In the More Searches box, Select your saved search.

2. Click to mark the search term as favorite. You can find your marked favorites below the tiles.

To learn how to save your search, click Save Your Search Results.

Related Topics:
Copy an Existing Request
Edit a Request
Download and Print Request Information
View Request Status

In the Create Request page, fill in the following details

6.Click Next. The Request Summary page appears.On the Request Summary page, verify all the information for your request.
7. Click Create Request to create a request. Once you create a request, the status of the request appears as Draft.

To learn more about the Tabs that appear on the Request Details page, click Tabs.

7. If the information is correct, click Send for Approval. You can edit or delete this request or send this request for the review as well.
Use the Edit button to edit the request or use Request Review button to send the request for the review.

To learn how to edit a request, click Edit a Request.

Related Topics:
Send a Request for Review
Send a Request for Approval

• Requester: The person who generates the request (primary owner)
• Approver: The person who approves the request.
• Reviewer: The person who reviews the request.

You can review a request if you are assigned a role of a Reviewer.
Here is the process to approve a request:

To review a request as an internal reviewer:

1. Click the Notifications tile on the Home page.

• Edit - Select this option to edit the specific request.
  
• Delete - Select this option to delete the specific request.
  
• Request Review - Select this option to review the specific request.
  

2. When you click Send for Approval, the request is sent for approval and the status of the request reflects Waiting for Approval.

To learn how approve a request, click Approve a Request

b. Under the notifications category, select Contract Request Notifications.

View the automated message displayed on the right side of the page with a link to that particular request page.

c. Click Contract Request Sent for Approval.

Alternatively, you can click the Task tab to view the notification.

3. In the automated message body, click the link. The Contract Request page appears.
On the Contract Request page, the following buttons appear:

• Edit
• Approve
• Reject
• Request Review

4. Click Approve to approve the request. The Add Note dialogue box appears.

5. Type an appropriate note, and then click Add. The status of the Request changes to Approved.

When you (i.e. an approver) reject the request, the status of the request changes to Draft, and you have to go through the approval process again.

1. Click the Agreements tile on navigation bar on the Home page. The agreements page that lists the existing agreements is displayed.
Search for a specific agreement by using any of the following options:,

Option 1:

Under Search For,

• Click the Select Field list, and then select appropriate value/item from the list. The results that are relevant to the item appear. You can select multiple values at once. For example, if you select Created by (it means you want to filter agreements according to various users who created agreements), list of users who created agreements appears. You can then select appropriate user to filter your search.
  
• The number in the bracket denotes the number of available items. You can also select multiple options.
  

• To narrow your search, type free text in the Custom Keyword box, and then click Apply. You can use operators like AND/OR to filter the results. For example:
  

Option 2:
Alternatively, type free text in the search box that is provided above the list of existing agreements. A list of relevant agreements is displayed.

You can further narrow your search by using any of the following characters:

Viewing the saved search terms and mark search as a Favorite

You can view your saved search terms by doing the following:

a. In the More Searches box, select your saved search.

b. Click to mark the search term as favorite. You can find your marked favorites below the tiles.

To learn how to save your search, click Save Your Search Results.
To learn how to convert your favorite search result into a KPI, click Save Your Search Results.

Related Topics:
Download and Print Contract/Agreement Information
Copy an Existing Agreement
Edit a Contract/Agreement

5. Click . Results that match your keywords are displayed.

6. Click to save your search. Save Search dialog box appears.

7. In the Save search as box, type a name for the search.

8. In Global Search, select Yes to make the search available to everyone. Select No to keep the search restricted.

9. Click Save to save your search. The saved search appears as favorite on the Home page.

Converting search result into a KPI

You can convert your favorite search result into a KPI so that it can be directly accessed from the ICM homepage.
When you save a search result as a favorite, you will see the control tower matrix. You can save your favorite search result as a KPI tile from here.
When you enable the Control Tower Matrix check box as Yes, the matrix name you enter appears on the KPI tile.

Once you save the control tower metrics, you need to give the view privilege for the local user or global users. You need to give the privileges from Admin tile.

To learn how to create a smart link, click Create Smart Links

Related Topics:
Create Smart Link for Agreement
Create Smart Link for Association

Set Up Smart link for agreement

3. Under Search For, click Select Field list. Select an appropriate attribute from the list. The number in the bracket denotes the number of available items which contain the search term.

4. Click on the top right corner of the page. The Save Search dialogue box appears.

5. In the Save search as box, type an appropriate name for your search.

6. In the Smart Link box, select Yes to set up a smart link.

7. In the Edit Query box, replace the value of the text in the query bracket with ? (question mark) for example, "query"["SOW"] with "query"["?"].

8. Click Save to set up a smart link.

9. To view the smart link, click Agreements tile. The Agreements page appears.

10. In the Enter Search here box, type the particular agreement type name, and then click

11. In the Search For list, select an attribute value. A list of agreements appear. Click . The particular agreement Details page appears.

12. On the Details page, click . The Smart Links dialogue box appears that displays a list of smart links.

4. Click on the top right corner of the page. The Save Search dialogue box appears.

5. In the Save search as box, type an appropriate name for your search.

6. In the Smart Link box, select Yes to set up a smart link.

7. In the Edit Query box, replace the value of the text in the query bracket with ? (question mark) for example, "query"["..."] with "query"["?"].

8. In the Smart link for association box, select Yes to set up an association smart link.

9. In the Associated Contracts list, select relevant contract category, and then click Save to set up a smart link.

10. To view the smart link, click Agreements tile. The Agreements page appears.

11. In the Enter Search here box, type the particular agreement type name, and then click

12. In the Search For list, select an attribute value. A list of agreements appear. click . The particular agreement Details page appears.

13. On the Details page, click . The Smart Links dialogue box appears that displays a list of smart links.

2. Provide appropriate information on each tab as follows, and then click Next to go to the next page:

Let us go through each tab in detail:

A] Contract Type Details

B] Attributes

a. In the Associate and Inherit, click next to document name to inherit the attributes of associated agreement.

b. In the Organization Unit box, select the organization unit you belong to.

c. In the Name box, type name for the agreement you want to create.

d. In the Party Name box, type the name of the contract party.

e. In the Party Address box, type the address of the contract party.

f. In the Contract Value box, type or select the value of the contract deal. In the Select Currency list, select the currency of the contract value.

g. In the Payment Terms list, select the payment term in days.

h. In the Effective Date box, enter the date from which the contract will be effective from.

i. In the Expiry Date box, enter the date the contract expires.

j. In the Signature Type list, select from the following options:

- Select Electronic Signature, to send an agreement for an electronic signature to External and Internal Signatory.

- Select Manual Signature, to send an agreement for a manual signature to External and Internal Signatory.

k. In the External Signatory box, type the e-mail address of the external signatory, and then press Enter.
The User (e-mail address) doesnot exist. Do you want to provision a new external user? message appears.

l. Click Yes. The Create External User dialog box appears.

m. In the First Name and the Last Name box, type the first name and last name of the external user.

n. In the Email Address box, type the e-mail address of the external user, and then click Save.
    The user appears in the External Signatory box.

o. In the Internal Signatory box, click to select an internal user. The Select User dialog box appears.

p. Under Select User, select appropriate user as an internal signatory. Alternatively, in the Search User box, type the name of the desired user, and click .
Use the scroll arrows to scroll through users. Click Add to add the user.

C]Select Template tab.
The tab displays templates that you have created for a particular contract type. Select an appropriate template.

D] Select Verify tab.

a. On the Verify tab, do one of the following:

• Click Previous to go back and make changes.
  
• Click Create to create agreement.
  
• Click Create and Publish to create and then publish agreement.
  
• Click Create and Send for approval to create and then send agreement for approval.
  

3. Click Create. The agreement with the Draft status is displayed. To learn more about the Tabs that appear on the Agreement Details page, click Tabs.

4. Choose from the following options available on the contract summary and details:

• Click Upload Document to upload the document in the ICM application.
  
• Click Edit to make changes to the agreement.
  
• Click Publish to publish the agreement.

• Click Delete to delete the agreement from the ICM application.
  

If you publish the agreement, the following options appear. Click the appropriate option:

• Download to save an agreement to your local computer.
  
• Download All to save an agreement and associated documents on your local computer
  
• Upload Document to upload the document in the ICM application.
  
• Lock to lock an agreement to restrict others to take action on it.
  
• Edit to make changes to an agreement.
  
• Confidential to move an agreement to the confidential organization unit.
• Assemble Contract to include the associated documents (example - annexure), if any, along with the agreement.
  
• Request Review to send the agreement to the reviewer for review. To learn more about the Request Review process, click Send a Contract/Agreement for Review.
  
• Send For Approval to send the agreement to the approver for approval.
  

To create a new agreement from contract request, see Create a Contract/Agreement from Contract Request.
To learn how to edit an agreement, click Edit an agreement

Tutorials:
Create a Fresh Agreement

Related Topics:
Add Supporting Documents to Your Contract/Agreement
Add and Remove Approvers
Enable and Disable Approvers
Send a Contract/Agreement for Review
Add Notes

• Contract Admin
• Primary owner
• Approver
• Reviewer
• Deviation approver

You can create an agreement from a Contract Request if you are assigned a role of a Contract Admin.
While creating a request, the requestor (primary owner) adds the contract admin to the team.
After the request is approved, you receive the notification for the same. You can check this notification under the Notifications tile. Then, click the appropriate request name link to review the request information and create the agreement.
Here is the process to create an agreement from a request:

To create an agreement from a request:

1. Click the Notifications tile on the Home page, and then click the Tasks tab. A list of tasks and notifications appears.

2. Select the requests that are awaiting your action.

3. Review the information and then click Create Contract.

4. The Create Agreement page consists of four tabs:

A. Contract Type Details

B. Attributes

C. Select Template

D. Verify

5. Provide appropriate information on each tab as follows, and click Next to go to the next tab.

a. Contract Type Details tab

b. Attributes tab

The attributes and the information entered in the Attributes tab is inherited from the Contract Request.
Enter appropriate information in the respective fields.

c. Select Template tab

The Select Template tab displays the templates that you have created for a particular contract type.

d. Select Verify tab. Verify the details you have entered to create an agreement.

6. Select an appropriate template. Verify all the agreement information.

7. Click Create to create a contract.

- Click Create and Publish to create the contract and publish it at the same time.

- Click Create and Send for approval to create and then send a contract for approval.

Peer to Peer Association

a. Click to add an association. The Select Association dialogue box appears.

b. In the Select Association dialogue box, select an appropriate association, and then click Select. The selected Association appears added in the Association tab, with an increment in the association number.

Parent to Child Association

c. Click to add an association. The Create Associated Document page appears with the parent agreement name on the right side of the page.

d. Enter appropriate information in the respective fields, and then click Create to create a child association for an agreement.

The association appears in the Association tab, with an increment in the association number.

a. In the Description box, type description for the commitment.

b. In the Commitment Type list, select the type of commitment.

c. In Recurring Commitment field, select Yes if it is a recurring commitment. Select No if it is a one time commitment.

d. In Due Date, select a due date for the commitment.

e. In the Business Owner box, click next to the box. The Select User dialog box appears.

i. Click the desired user name, and then click Add.

ii. You can also search the user(s) using the icon provided in the top right corner. The selected user's name appears in the Business Owner field.

f. In the Instructions box, type the instructions for the commitment.

g. In Reminders, type respective reminders for the commitment in days.

h. In Over due Reminder, type an over due reminder.

i. Click Add Commitment. The added commitment appears under Commitments.

3. The event is displayed on the History tab- Commitment was created by (user name) on (date and time) with due date (the due date).

The following icons are available next to each commitment text:

Field	Action
	Click the icon to delete the commitment
	Click the icon to edit the details of the commitment. The Edit Commitment dialog box appears.Edit the desired fields, and then click Update Commitment. You can edit only the Due Date and Business Owner fields.
	This icon is visible for the commitments assigned to your user id. Click the icon to enter the details of the action that you have taken on the assigned commitment. Specify the details for each field as appropriate, and click the Save button.
	This icon is visible for the commitments assigned to your user id. Click the icon to view the details of your commitment.

4. To add more commitments, repeat steps 1 to 3 as required.

Details

On this tab, you can add users, and type the subject line and your message.

a. In the To, Cc, and Bcc fields, click to add users. The Select Users dialog box appears.

The Select User dialog box displays the following tabs:

• Internal: Add internal users.

• Third Party: Add third party users.

• Role: Add users according to role. Includes External Signatory.

b. In the Subject field, type the subject of the message.

c. In the Message field, ype the message or comments and then click Broadcast. The message Broadcast Successful appears.



d. Click OK. The system sends an email notification with the attached documents.

Attachments

On this tab, you can attach the agreement document. The tab displays documents with their version number and document format. The tab displays the following:

The tab displays the agreements in the form of a table. The table has the following columns:

• Checkbox to select the agreement
• Name
• Version No
• Document Format
• Version comments for document version

Click to select the appropriate agreement document.

- Previous to go back and make changes to the information that you have entered.

- Update to update the agreement.

Related Topics:
Search Contracts/Agreements

B. Attributes

  The fields that appear in Attributes tab depend on the Contract Type you selected.
  Enter the necessary information on this page and click Next.

C. Select Template

  Select the appropriate template from the available list. 

D. Verify
The Verify page consists of four buttons.

-Previous: Click this button to go back to the earlier screen.
- Create: Click this button to create the agreement.
-Create and Publish: Click this button to create and publish the agreement.
-Create and Send for Approval: Click this button to create and send the agreement for approval.

Let us understand how to trigger a notification.

To trigger a notification:

1.On the Agreement Details page, in the left pane, click Team.
2.On the Agreement Teampage, click along Add.
3.On the Add User page, select the appropriate user and the role of the user.
3.Select the Send Notification checkbox to send the notification to the user you added.

Make the appropriate selection:

a. Select Internal to add internal user as a reviewer.

b. Select Third party to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.

2. Under Select User, select appropriate user as a reviewer. Alternatively, in the Search User box, type the name of the appropriate user, and then click .
Use the scroll arrows to scroll through users.

3. Click Send. The reviewer receives a notification for review. The status of the document changes to Review Pending.

To learn how to review a agreement, click Review a Contract/Agreement.

• Internal Review.
• Third party review.

A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the Agreements feature:

• Contract Admin
• Primary owner
• Approver
• Reviewer
• Deviation approver

You can review an agreement as an internal reviewer if you are assigned a role of a Reviewer. Third party review is done by the external parties of an agreement. Let us understand the process to review an agreement as a Internal Reviewer

Review as an internal reviewer

To review an agreement as an internal reviewer:

1. Click the Notifications tile on the Home page, and then the Tasks tab. A list of tasks appear.

2. Click the agreement name. The agreement details and preview page appears.

a. Click the appropriate buttons:

- Download Document to download the agreement.

- Cancel Request to cancel the review.

- Upload Document to upload the reviewed document.

- Approve to approve the review.

- Reject to reject the request.

b. Click Approve to approve the request. The Add Note dialog box appears.

c. Type appropriate comments, and then click Add. The status of the agreement changes to Draft.

Once an agreement is sent for the review using Request Review; this action can be cancelled as well.

3. Subsequently, you can perform certain tasks as required.

- Download Document to download the agreement.

- Upload document to upload the agreement.

- Edit to edit the agreement document.

- Assemble Contract to assemble multiple contracts.

- Request Review to send the agreement for review.

- Send For Approval to send the agreement for approval to the respective approver.

- Delete to delete the agreement.

Review as a third party reviewer

To review an agreement as a third party reviewer:

1. Download the document that you have received by e-mail from the primary owner.

2. Review the document, and then send it to the primary owner by e-mail.

If you are a primary owner:
When you receive the document from the reviewer, incorporate the changes, if any, and upload the document.

Related Topics:
Delegate an Agreement Approval/Review

2. Click the agreement name link. The Agreement Details page appears.

3. Click Approve. The Add Note dialog box opens.

4. Type appropriate note, and click Add. The status of the agreement changes to Approved.

To learn how to send an agreement for review, click Send a Contract/Agreement for Review

Tutorials:
Approve Agreement

Related Topics:
Delegate an Agreement Approval/Review

• Contract Admin
• Primary owner
• Approver
• Reviewer
• Deviation approver

You can approve/reject an agreement if you are assigned a role of a Approver. If you reject an agreement, you have to provide the appropriate reasons for it.

To reject an agreement:
1. On the ICM Home page, click the Notifications tile, and then click the Tasks tab. List of tasks waiting for your action appears.

2. Click the agreement name link that you want to approve. The Agreement Details page appears.

3. Review the agreement, and then click Reject to reject and agreement. The Add Note dialog box appears.

4. Type your comments or details explaining why you are rejecting the agreement.

5. In the Reason Code list, select the appropriate reason, and then click Add. The agreement goes back to the Draft state.

Tutorials:
Reject Agreement

Tutorials:
Delegate an Agreement

• The Previous Text column displays the original clause text.
  
• The Current Text column displays the modified text. Scroll down to see the complete list of changes done for different clauses.
  
• The newly added text is highlighted in green.
  
• Strike through represents the text that is removed.
  
• The History tab displays the deviation information.
  

3. On the Deviations tab, click to view the deviation details of a clause.

On the Deviation Details dialog box, you can take the following actions:

• View the changes done in the Comments box.
  
• Review the changes done for clauses, and add a comment for each clause.
  These comments will be visible to Deviation Approvers which will help them decide whether they should approve or reject a clause.
  

4. Add Deviation Approvers to the Team.

Related Topics:
Add Manual Deviation

• Contract Admin
• Primary owner
• Approver
• Reviewer
• Deviation approver

You (primary owner) send the reviewed agreement/contract to Deviation Approver. As a Deviation Approver, you can approve or reject individual clauses inside the agreement if a Deviation Approver role is assigned to you.

To approve/reject deviated clauses:

1. Click the agreement/contract link that you have received in the email notification. The system navigates you to the Deviations tab of agreement details page.

4. Click to view comments provided by other users in the team or other stakeholders.

2. Click . The Deviation Details dialog box displays the comments provided by other users. You can add your own comments too.

3. After your review, click one of the following buttons:

• Approve to approve the clause.
  
• Reject to reject the clause.
  
• Delegate to delegate the task to another user.
  To learn more, click Delegate an agreement.
  

The History tab displays all the events and actions related to the Clause deviations and the approval flow.

4. On the Add Deviation dialog box, add deviation to agreement clauses as follows:

a. In the Select Clause box, select the desired clause using the select icon. The Select Clauses dialog box appears.

b. Select the clause to which you want to add deviation. Alternatively, you can type the clause name, and click to search a clause.

c. Click Add. The clause name appears in the Select Clause box.

d. In the Deviated Text box, type the new/updated text.

e. In the Comments box, type comments related to deviated clause that you want other users to see.

f. Click Save. The 'Deviation added successfully.' message appears.

g. Click OK. The deviation appears in the Deviation tab.

Related Topics:
Review Deviated Clauses

a. In the Action Taken box, type the details of the action you have taken on the commitment.

b. In the Action Date box, type or select the action date from calendar.

c. In the Remarks box, type your remarks, if any.

d. In the Commitment Status list, select one of the following:

• Cancelled

• Failed

• Postponed

• Succeeded

If you select the status as Postponed, the New Expected Completion Date box appears.
Type or select the new date from calendar.

e. In the File field, click Select File to upload supporting documents.

f. Click Save. The message appears as follows:

'Commitment will not be editable anymore. Do you want to continue?'

g. Click Save.

1. Click the agreement that you want to send to external signatory. The Details page appears.

2. Click Send For External Signature. An e-mail is sent to the external signatory from Docusign. The status of the agreement changes to Waiting For External Signature.

In case of manual signature, the document is sent by an e-mail to the external signatory.

3. Click Sign next to Signature. If you are signing the document for the first time, the Adopt Your Signature dialog box appears.

4. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process.

5. On the Select Style tab, verify your signature.

6. Click Change Style to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures.
You can select from the list of styles.

7. Alternatively, click the Draw tab to draw your own signature. Click Clear to clear the signature.

8. Click Adopt And Sign. The Signature and Initials appear onto the document.

9. Click Finish. You receive a notification stating your signature process is completed.The status of the agreement changes to Waiting For Internal Signature.
An e-mail is sent to the internal signatory.

Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once the Internal Signator signs the agreement, the status changes to Executed.
A notification e-mail is sent to the primary owner, internal signatory, and external signatory.

In the Fields menu, you can use the following options:

• Signature: Drag and drop your signature onto the document.
  
• Initial: Drag and drop your initials onto the document.
  
• Date Signed: Drag and drop the Date onto the document. Displays current date by default.
  
• Name: Drag and drop the Name box. Type your name into the box.
  
• Company: Drag and drop the Company box. Type the name of your company into the box.
  
• Title: Drag and drop the Title box. Type the title into the box.
  
• Text: Drag and drop Text box. Type additional text into the box.
  
• Checkbox: Drag and drop Checkbox into the document.
  

3. Drag the Signature onto the document. The Adopt Your Signature dialog box appears. Verify your Full Name, Initials, and Signature.
Your Full Name and Initials appear as they are entered at the time of your user creation process.

4. On the Select Style tab, verify your signature.

5. Click Change Style to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures.
You can select from the list of styles.

6. Alternatively, click the Draw tab to draw your own signature. Click Clear to clear the signature.

7. Click Adopt And Sign. The Signature and Initials appear onto the document.

8. Click the Other Actions menu.

In the dialog box that appears, select from the following options:

A. Click FINISH LATER to save the document in its current state, and finish the signing process at a later time.

B. Click PRINT & SIGN to print the document, and sign it in ink. You can scan and upload, or fax the document.

C. Click ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.

In the Assign to Someone Else dialog box, fill in the following:

1. In the Email Address for the New Signer box, type the email address of the person you want to assign the envelope.

2. In the New Signer's Name box, type the name of the new signor.

3. In the Please provide a reason to Research Team for changing signing responsibility box, type the reason for changing the signing responsibility.

4. Click ASSIGN TO SOMEONE ELSE. The new signor and the original sender receives a notification with you as a Carbon Copy (CC) recipient.

D. Click DECLINE TO SIGN to notify the sender that you refuse to sign the document.

9. Click FINISH to complete the signature process. You receive a notification stating your signature process is completed. The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.

Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once an Internal Signatory signs the agreement, the status of the agreement changes to Executed.
A notification email is sent to the primary owner, internal signatory, and external signatory.

3. Select the status as Executed. A list of executed agreements is displayed in a tabular format.

4. Click the agreement name link that you want to send for the post execution review. The Agreement Details page appears,click Send for Review. After the agreement is reviewed by the authorized reviewer in the team, the agreement status changes to Reviewed

5. Click the agreement name link to open the agreement, the Agreement Details page appears. Click Terminate to terminate the agreement. The agreement status changes to Terminated .

Click the name of the agreement (for example, ICMMSATest_28) to view the parent agreement.
The amendment appears on the Amendment tab on the Agreement Details page (of the parent agreement).

5. Click to view the amendment.

System Requirements

- Microsoft Office 2010 and above
- Microsoft .NET Framework 4.5 and above
- Visual Studio 2012 Tools for Office Runtime package

Installing ICM Excel Add-in

To install the ICM Excel Add-In

1. Double-click the setup.exe program file on your hard disk to start the Setup program.

2. In the ICM Excel Add-In - InstallShield Wizard, Click Next.

3. Read the Readme information, and then click Next.

4. Check the settings before you begin the installation, and then click Install. If you want to review or change any of your installation settings, click Back.
Click Cancel to exit the wizard.

5. In the Do you want to allow the following program from an unknown publisher to make changes to this computer? message, Click Yes.
Once the installation completes, the InstallShield Wizard Completed message appears.

6. Click Finish.

Once you install the ICM Excel Add-in, the ICM Bulk Insert tab appears on the Microsoft Excel toolbar.

To learn how to log on to the ICM Excel Add-in, click [Log In to ICM Excel Add-In | Login to the ICM Excel Add-In.

Upload agreements to ICM

By using ICM Excel Add-In, you can upload bulk of agreements at once.

To upload agreements:

1. On the ICM Bulk Insert tab, in the Selections group, click Contract Type list, and then select appropriate contract type.

2. In the Action list, select from the following actions:

• Create Agreement: Click to create a new agreement.
  
• Create Agreement With Association: Click to create agreement and add associations (associated document/agreement) to it.
  
• Update Agreement: Click to update an existing agreement.
  
• Add Associations To Existing Agreements: Click to add associations to already created agreements.
  
• Update Associations Of Existing Agreements: Click to update the associations of already created agreements.
  
• Add Amendment: Click to add amendments to agreements.
  
• Update Amendment: Click to update existing amendment.
  
• Update Associations Of Existing Amendments: Click to add/update associations of existing amendments.
  

3. In the Actions group, click Populate Workbook. The 'This will populate workbook for selected action. Do you want to continue?' message appears.

4. Click Yes. All the attributes related to the selected contract type appear as column headers in the excel sheet.

5. Fill appropriate information in the attributes.

6. Click Upload. The Agreements created successfully message appears. The agreement appears in ICM as well as gets listed in the excel sheet.

• Associated Details
  
• Metadata
  

Enter the data in each tab as follows and click Next to go to the next tab.

• Associated Details
  

1. In the Parent Agreement field, click to select the agreement for which you want to create the associated document.
2. In the Category list, select the category of the associated document.
3. In the Contract Type Name, select the contract type for which you want to create the associated document.

• Metadata
  

In the Metadata tab, enter the appropriate information in the attributes, in the File Path field upload the associated document, and then click Create. The Associated Document gets created.

• Click the Select Field list, and then select appropriate item from the list. The results that are relevant to the item appear. For example, if you select Status (to filter associations according to various status' pf associated documents), list of various status' of associated documents appear. You can then select appropriate status to filter your search.
  
• The number in the bracket denotes the number of available items which contain the search term. You can also select multiple options.
  

• To narrow your search, type free text in the Custom Keyword box, and then click Apply.

3. Alternatively, type keywords in the search box that is provided above the list of existing associated documents. A list of relevant associated documents appears.

4. You can further narrow your search by using any of the following methods:

Viewing the saved search terms and mark search as a Favorite

You can view your saved search terms by doing the following:

a. In the More Searches box, select your saved search.

b. Click to mark the search term as favorite. You can find your marked favorites below the tiles.

To learn how to save your search, click Save Your Search Results.

• Approve: The Add Note dialog box appears. Type your comments and then click Add. The associated document gets approved.
  

• Reject: The Add Note dialog box appears. Type your comments, select the appropriate reason code, and then click Add. The associated document gets rejected and goes into the Draft state.