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***[[Create an Associated Document]]
 
***[[Create an Associated Document]]
 
***[[Approve an Associated Document]]
 
***[[Approve an Associated Document]]
*[[Alerts]]
 
**[[Notification Tabs]]
 
**[[View Notifications]]
 
*[[Reports]]
 
**[[Types of Reports]]
 
**[[Generate a Report]]
 
*[[Configuration]]
 
**[[Contract Types]]
 
**[[Search a Contract Type]]
 
**Create a Contract Type
 
***[[Create a Structure of Supporting Documents for a Contract/ Agreement]]
 
***[[Create a Structure of a Contract/ Agreement]]
 
***[[Create a Structure of a Contract Request]]
 
***[[Create a Structure of Masterdata]]
 
**Approve/Reject a Contract Type
 
***[[Send the Contract Type for Approval]]
 
***[[Approve/Reject a Contract Type]]
 
***[[Publish a Contract Type]]
 
**[[Edit a Contract Type]]
 
**Attribute
 
***[[Add an Attribute]]
 
***[[Edit an Attribute]]
 
**Rule
 
***[[Create a Rule]]
 
***[[View/Edit Rules]]
 
***[[Create a Contract Type Selection Rule]]
 
***[[Create a Template Selection Rule]]
 
***[[Create an Approval Rule]]
 
***[[Create a Dynamic Attribute Rule]]
 
***[[Create a Dynamic Association Rule]]
 
***[[Create an Event Rule]]
 
***[[Create a Contract Admin Rule]]
 
***[[Create a Notification Rule]]
 
**Masterdata
 
***[[Create Masterdata]]
 
***[[Search Masterdata]]
 
***[[Edit Masterdata]]
 
*[[Clause Management]]
 
**[[Search a Clause]]
 
**[[Create a Clause]]
 
**Approve/Reject a Clause
 
***[[Send a Clause for Approval]]
 
***[[Approve/Reject a Clause]]
 
**[[Edit a Clause]]*
 
*[[Template Management]]
 
**[[Search a Template]]
 
**[[Upload a Template in ICM]]
 
** Create a Template using Microsoft Word
 
***[[Install ICM Word Add-in]]
 
***[[Create a Template in ICM Word Add-in]]
 
**Approve/Reject a Template
 
***[[Send a Template for approval]]
 
***[[Approve/Reject a Template]]
 
**Edit a Template
 
***[[Edit a Template in ICM]]
 
***[[Edit a Template in ICM Word Add-in]]
 
***[[Add a rule based clause]]
 
*[[User Administration]]
 
**[[Manage Organization Data]]
 
**Organization Structure
 
***[[Add and Organization Unit]]
 
**Organization Groups
 
***[[Search an Organization Group]]
 
***[[Create an Organization Group]]
 
**User Management
 
***[[Create a New User]]
 
***[[Provision for a User]]
 
***[[Edit an Existing User]]
 
***[[De-provision a User]]
 
***[[Replace a User]]
 
***[[Re-provision for a User]]
 
**User Groups
 
***[[Search a User Group]]
 
***[[Create a User Group]]
 
**[[View and Edit User Roles]]
 
**[[View and Edit User Role Action Mapping]]
 
**Security Groups
 
***[[Search a Security Group]]
 
***[[Create a Security Group]]
 
***[[Edit a Security Group]]
 
**[[Edit Application Settings]]
 
**Notification Settings
 
***[[Create Notification Categories]]
 
***[[Edit Notification Categories]]
 
***[[Create a Subscription]]
 
***[[Edit a Subscription]]
 
**Currencies
 
***[[Search a Currency]]
 
***[[Create a Currency]]
 
***[[Edit a Currency]]
 
**Reasons
 
***[[Search a Reason]]
 
***[[Create a Reason]]
 
***[[Edit a Reason]]
 
 
*[[Agreement Management - Option 1]]
 
*[[Agreement Management - Option 1]]
 
**Agreements
 
**Agreements

Revision as of 13:27, 26 January 2017