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Revision as of 23:52, 22 January 2017 by IDT-4 (Talk | contribs)

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This page will describe the left nav as well as the actions available for agreements in all states...

For example:

If your agreement is in Draft state, you can perform the following actions:

  • Lock / Unlock: lock an agreement to prevent others to take any action on it.
  • Collaborate: Add Users to collaborate with.
  • Confidential / Non-confidential:
  • Edit:
  • Publish:
  • Delete:


If your agreement is in Published state, you can perform the following actions:

  • Download: save a copy of this 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 Approvers for approval.