ICI Release Notes - Release 8.0[edit]

 

 

ICI Release Notes - Release 8.0

Introducing ICI ACE UX

The 8.0 Release introduces significant enhancements to the User Experience (UX) via the ACE UX – an Adaptable, Customer Focused and Efficient user experience for navigating ICI.

Motivations for ACE UX

The new user interface dynamically adapts to the Contract Intelligence paradigm and enables the platform to scale with new features and data, while maintaining a delightful interface which is more intuitive and configurable.

The revamp aims at driving usability and user adoption while maintaining the general ICI contract lifecycle actions that are widely consumed by ICI users across businesses, industries and verticals.

Key Changes in ACE UX

ICI ACE UX offers the following changes:

General Look and Feel

• Streamlined Responsive Interface offers more space for contract data and insights
• Consistent experience across the application for faster User Adoption
• All popups have been replaced by drawers to make more room for data
• Icons have been replaced with descriptive text for enhanced readability

Home Page Dashboard

• A single highly configurable dashboard type which can host KPIs, Graphic Reports, Searches and Links to bring the right data to the user’s fingertips

Agreement View

• Agreement-specific Dashboards with embedded reports, related terms, and documents to reduce the need for navigation
• Split View Preview and Word Online Editing for easy collaboration
• Agreement status chevron to easily track the progress of agreements

Agreement Index page

• Updated positions and grouping of actions for quicker access
• Search and filtering functionality updated to find documents more quickly

Entity creation

• New single click Create Workbench to access all create actions (agreements, templates, users, etc.)
• Drag-and-drop agreement creation and update, and addition of associated documents
• Create wizard look and feel updates while maintaining existing flows

Other'enhancements in the 8.0 release include:

Enhancements to Artificial Intelligence Applications

• ACE UX updates for Discover AI and AI Studio offerings
• Improvements to clause delineation and attribute discovery

Enhancements to Reports

• Platform Analytics Reports UI and Functionality have been enhanced with ACE UX capabilities

Improving the Icertis Experience

• The Icertis Experience for Salesforce and Icertis Experience for Microsoft Dynamics CRM have been updated to work seamlessly with ACE UX.

These release notes provide an overview of the enhancements to ICI, the ICI experience for integrations, and so on.

• Refer to the Technical Requirements for the release in this document.
• Refer to the Wiki'documentation (also found in your ICI help section) for details on all ICI features and functionalities.

ACE UX Enhancement Details

Overall Look and Feel

The ICI user interface has been revamped to provide more personalizability, better consistency, more room for contract data, and reduced navigation needs. These include:

• Updated UX elements which provide more room for contract data and consistent UX patterns across ICI experiences to enable faster adoption.
• Persistent headers on each page for users to readily identify the current page while navigating through various locations in ICI.
• Collapsible menus to hide or show main menu tiles and left navigation panes.
• All pop-ups have been replaced with drawers for more space for content, and consistency in user experience.
• The tile view for user and clause selection pop-ups, records layouts, saved searches and smart links has been converted to the modern UI design.
• Actions have been grouped to be easily noticeable and accessible with fresh, sleek controls and a familiar flow.
• All validation messages and pop-up messages (such as error, help, warning and similar messages) are displayed as toast notifications at the bottom right corner of the UI.
• The ICI UX is compliant with the Web Content Accessibility Guidelines (WCAG) to enable ICI for all users.

Home Page and Dashboard

Related Topics: Agreement Management | Association Management | Compliance Management | Template Management | Clause Management | Configuration | Reports | Advanced Analytics | User Administration | ICI Tools |  Icertis Business Apps | AIML | ICI Add-ins | ICI Mobile App | ICI Business Apps Release Notes | Release Notes Versions