Adding Supporting Documents to an Agreement[edit]

Adding Supporting Documents to an Agreement

You can add Associations and Supporting Documents to an agreement once it is created. Supporting documents are not necessarily part of the agreement, but can be used to capture miscellaneous items, like email threads, Minutes of Meetings, and so on. There are 2 different types of associations:

• Peer to Peer: when an agreement is associated with another agreement or Masterdata.
• Parent to Child: when an agreement and its supporting documents are linked through Associations defined in a contract type. Note that the inheritance is possible only when the data type of attributes defined for Parent and child agreements are the same.

 

To add an Association:

1. Click the Agreement Management tile on the My Dashboard. This opens the Agreements Page.
2. Click the Details icon  to view the details of the selected Agreement. This opens the Agreement Details Page.  
3. Click the Associations option in the left navigation to see a list of all associations that have been added to the agreement.
4. Click  icon to add a peer-to-peer association. This opens the Select Association dialogue box.
   

• Select an appropriate association and then click Select. The selected Association gets added under the Association section with an incremented association number.
• Click to add a parent-to-child association. This opens the Create Associated Document dialog box with the parent agreement name on the right side of the page.
• Type the appropriate information in the respective fields and click Create to create a child association for that agreement.
• The association gets added under the Association section with an incremented association number.

Note: There is a provision in ICM to auto attach supporting documents to an agreement at a pre-defined state, if proper Masterdata and Rules are created for the specific Contract type.
Two types of Masterdata need to be created:
* for Mapping – it will consist of Contract type, Associations, Event which is the state when you want the supporting document to get attach with the Agreement and the Smart Link saved search name.
*for Document Repository – it will consist of information like Document Name, Effective date, Validity etc.

The Rule needs to be created for the Agreement to get the Supporting Documents auto attached at the predefined state.