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                                   '''<<Following needs to be restructured>>'''
 
                                   '''<<Following needs to be restructured>>'''
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==Before Creating an Agreement==
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[[Search an Existing Request]]<br/>
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[[View Request Status]]<br/>
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[[Create a New Request]]<br/>
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[[Copy an Existing Request]]<br/>
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[[Download and Print Request Information]]
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[[Send a Request for Review]]<br/>
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[[Review a Request]]<br/>
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[[Send a Request for Approval]]<br/>
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[[Approve a Request]]<br/>
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[[Put Request On Hold]]<br/>
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[[Cancel a Request]]<br/>
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[[Edit a Request]]<br/>
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[[Send a Request for Review]]<br/>
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[[Review a Request]]<br/>
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[[Send a Request for Approval]]<br/>
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[[Approve a Request]]<br/>
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==Creating an Agreement==
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[[Create a Fresh Contract/Agreement]]<br/>
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[[Create a Contract/Agreement from Contract Request]]<br/>
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[[Copy an Existing Agreement]]<br/>
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[[Add Supporting Documents to Your Contract/Agreement]]<br/>
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[[Add Commitments to Your Contract/Agreement]]<br/>
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[[Send a Contract/Agreement for Review]]<br/>
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[[Review a Contract/Agreement]]<br/>
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[[Create an Associated Document]]<br/>
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==Managing Existing Agreements==
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[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
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[[Download and Print Contract/Agreement Information]]<br/>
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[[Search Contracts/Agreements]]<br/>
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[[Create Smart Link for Agreement]]<br/>
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[[Create Smart Link for Association]]<br/>
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[[Edit a Contract/Agreement]]<br/>
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[[Put Contract/Agreement On Hold]]<br/>
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[[Cancel a Contract/Agreement]]<br/>
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[[Delete a Contract/Agreement]]<br/>
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[[Add and Remove Approvers]]<br/>
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[[Enable and Disable Approvers]]<br/>
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[[Recall an Approval]]<br/>
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[[Approve a Contract/Agreement]]<br/>
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[[Reject a Contract/Agreement]]<br/>
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[[Delegate an Agreement Approval/Review]]<br/>
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[[Review Deviated Clauses]]<br/>
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[[Approve Deviated Clauses]]<br/>
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[[Add Manual Deviation]]<br/>
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[[Fulfil a Commitment]]<br/>
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[[Send an Agreement to External/Third Party Signature]]<br/>
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[[Electronic Signature for Own Paper]]<br/>
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[[Electronic Signature for Third Party Paper]]<br/>
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[[Manual Signature]]<br/>
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[[Search an Associated Document]]<br/>
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[[Approve an Associated Document]]<br/>
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==After Executing an Agreement==
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[[Terminate an Agreement]]<br/>
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[[Add Amendment to a Contract/Agreement]]<br/>
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[[Renew an Agreement]]
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==Miscellaneous Topics==
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[[View a Contract/Agreement]]<br/>
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[[Send a Message]]<br/>
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[[Save Your Search Results]]<br/>
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[[Export Search Results]]<br/>
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[[Trigger Notification]]<br/>
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[[Add Notes]]<br/>
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[[Install ICM Excel Add-In]]<br/>
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[[Log In to ICM Excel Add-In]]<br/>
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[[Upload Agreements Using ICM Bulk Insert]]<br/>
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[[Upload Agreements to ICM]]<br/>
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==Deviation in Clauses==
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==Execute a Contract/Agreement==
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==Terminate a Contract/Agreement==
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[[Post - Execution Review of an Agreement/Contract]]<br/>
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==Add Amendment to a Contract/Agreement==
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==Association Management==
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Revision as of 14:28, 23 January 2017

The Agreement Management Tile enables you to manage all aspects of creating and editing agreements from a single page. From here, you can:

If you are new to the Icertis Contract Management (ICM) application, the following section will help you understand the agreement workflow and give you an overview of agreements in the context of this application. In ICM, the terms Agreement and Contract are used interchangeably and mean the same thing. In this Help System, we will use the word "Agreement" when talking about Agreements. "Contract" will only be used in reference to Contract Types.

An Agreement in ICM is based on these main concepts:

  • Template is a predefined format that gets used for a given agreement. It consists of the text that is relevant to the type of agreement being created. Templates in ICM are used to organize clauses and give a certain structure to all the attributes.
  • Attribute can be defined as a variable or placeholder for the actual data for the agreement. This is data that changes for each agreement. For example, [Company Name] and [Legal Address] can be attributes that will be replaced by the actual name and address of the company the agreement is being signed with.
  • Clauses contain the terms and conditions of the agreement. For example, the payment terms will be 45 days from the date of invoice. Clauses can be rule or attribute based.
  • Rules help automate the workflow and define conditions that must be met for an agreement to get executed and stay in force. They enforce specific roles for certain users and comply with predefined business conditions. For example, if the payment is not received within 45 days of the date of the invoice, a 10% penalty on the outstanding amount will be levied.
  • Approvers and signatories are an integral part of creating an agreement and are rule based. The rules determine who must approve and sign the agreement throughout it's life cycle.

This figure shows these building blocks of an Agreement in ICM: 

     AgreementComponents.JPG


While the actual workflow of an agreement within ICM can be quite complex and involved, it is summarized in these 5 steps:

1. Create contract request: when someone in your organization, such as a department manager wants to engage a vendor for certain services over a length of time, the individual can raise that request with the procurement department that can then work on that agreement. Depending on the workflow adopted, your organization may:

  • enforce this step so all contracts are initiated and drafted only by 1 department, or
  • make this step completely optional, so it can be skipped by someone who is an expert at contracting and it's process.

2. Create agreement: this involves the primary owner (creator of the agreement) defining the contract type, selecting attributes and template, and verifying the details entered. See Create Agreement Page for complete details.

3. Review and approve agreement: once the primary owner has created an internal draft of the agreement, it gets published and this published draft can now be sent for reviews and approvals to the team of people that are working on this agreement in various roles.

4. Execute agreement: there can be one or more people that need to approve the agreement before it is ready to be signed. Once all approvals are obtained, the approved agreement can be sent to be signed by both the parties. With both parties signing (known as internal and external signatories in ICM), the agreement is said to be "executed" and is now in force.

5. Add amendment: if, after execution, there needs to be a change in the agreement, for example the payment terms or the scope of work (SOW) changes or terms and conditions (referred to as clauses in ICM) have to be changed because of the introduction of a new regulation, the primary owner can add an amendment. This process will be similar in nature, but a few things like the approvers may change.

This figure shows all the possible states of an agreement with various roles involved in creating it.

<<This graphic will be replaced by a better, more presentable one>> 

     Agreement Workflow Role-Status.png



                                  <<Following needs to be restructured>>


Before Creating an Agreement

Search an Existing Request
View Request Status
Create a New Request
Copy an Existing Request
Download and Print Request Information Send a Request for Review
Review a Request
Send a Request for Approval
Approve a Request
Put Request On Hold
Cancel a Request
Edit a Request
Send a Request for Review
Review a Request
Send a Request for Approval
Approve a Request


Creating an Agreement

Create a Fresh Contract/Agreement
Create a Contract/Agreement from Contract Request
Copy an Existing Agreement
Add Supporting Documents to Your Contract/Agreement
Add Commitments to Your Contract/Agreement
Send a Contract/Agreement for Review
Review a Contract/Agreement
Create an Associated Document


Managing Existing Agreements

Set Auto-Expiry of a Contract/ Agreement
Download and Print Contract/Agreement Information
Search Contracts/Agreements
Create Smart Link for Agreement
Create Smart Link for Association
Edit a Contract/Agreement
Put Contract/Agreement On Hold
Cancel a Contract/Agreement
Delete a Contract/Agreement
Add and Remove Approvers
Enable and Disable Approvers
Recall an Approval
Approve a Contract/Agreement
Reject a Contract/Agreement
Delegate an Agreement Approval/Review
Review Deviated Clauses
Approve Deviated Clauses
Add Manual Deviation
Fulfil a Commitment
Send an Agreement to External/Third Party Signature
Electronic Signature for Own Paper
Electronic Signature for Third Party Paper
Manual Signature
Search an Associated Document
Approve an Associated Document


After Executing an Agreement

Terminate an Agreement
Add Amendment to a Contract/Agreement
Renew an Agreement


Miscellaneous Topics

View a Contract/Agreement
Send a Message
Save Your Search Results
Export Search Results
Trigger Notification
Add Notes
Install ICM Excel Add-In
Log In to ICM Excel Add-In
Upload Agreements Using ICM Bulk Insert
Upload Agreements to ICM


Deviation in Clauses

Execute a Contract/Agreement

Terminate a Contract/Agreement

Post - Execution Review of an Agreement/Contract


Add Amendment to a Contract/Agreement

Association Management

Before Creating an Agreement

Search an Existing Request
View Request Status

Creating an Agreement

Create a New Request
Copy an Existing Request
Download and Print Request Information

Review and Approve/Reject a Request

Send a Request for Review
Review a Request
Send a Request for Approval
Approve a Request
Add Notes

Edit a Request

Edit a Request

Request On Hold

Put Request On Hold

Cancel a Request

Cancel a Request

Search Contracts/Agreements

Search Contracts/Agreements
Save Your Search Results
Export Search Results
Create Smart Link for Agreement
Create Smart Link for Association

Create a Contract/Agreement

Create a Fresh Contract/Agreement
Create a Contract/Agreement from Contract Request
Copy an Existing Agreement
View a Contract/Agreement
Add Supporting Documents to Your Contract/Agreement
Add Commitments to Your Contract/Agreement
Set Auto-Expiry of a Contract/ Agreement
Download and Print Contract/Agreement Information
Send a Message

Edit a Contract/Agreement

Edit a Contract/Agreement

Contract/Agreement On Hold

Put Contract/Agreement On Hold

Cancel a Contract/Agreement

Cancel a Contract/Agreement

Delete a Contract/Agreement

Delete a Contract/Agreement

Add Team to Your Contract/Agreement

Add and Remove Approvers
Enable and Disable Approvers
Trigger Notification

Review and Approve/Reject a Contract/Agreement

Send a Contract/Agreement for Review
Review a Contract/Agreement
Recall an Approval
Approve a Contract/Agreement
Reject a Contract/Agreement
Add Notes
Delegate an Agreement Approval/Review

Deviation in Clauses

Review Deviated Clauses
Approve Deviated Clauses
Add Manual Deviation

Execute a Contract/Agreement

Fulfil a Commitment
Send an Agreement to External/Third Party Signature
Electronic Signature for Own Paper
Electronic Signature for Third Party Paper
Manual Signature

Terminate a Contract/Agreement

Post - Execution Review of an Agreement/Contract
Terminate an Agreement

Add Amendment to a Contract/Agreement

Add Amendment to a Contract/Agreement

Upload Agreements Using MS Excel

Install ICM Excel Add-In
Log In to ICM Excel Add-In
Upload Agreements Using ICM Bulk Insert

Upload agreements to ICM

Upload Agreements to ICM

Association Management

Create an Associated Document
Search an Associated Document
Approve an Associated Document

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