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The 7.12 Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICM functionalities and the user interface.
The key enhancements of this release include:
These release notes provide an overview of the enhancements to ICM and the ICM experience for integrations. Refer to the technical requirements and known issues for the release in this document. Refer to the detailed Wiki documentation for the explanation and capabilities of these and all other ICM features and functionalities.
625385 – Global Search
The previous search functionality in ICM required users to traverse through multiple pages of the search results, to locate the record they were searching for. The results were displayed in no particular order. Traversing through pages of records was an inconvenient and time-consuming process for users, especially in case of hundreds of matching result records.
Now, the ICM search functionality has been entirely revamped to provide a better, more user-friendly experience. Users can now view relevant records on the very first page of the results.
With this release:
Note: The global attributes display name begin with AppSrc, so that they can be easily searched and identified.
551111 – Grouping of actions on index page
Earlier, the applicable set of actions available for any entity were represented using icons across ICM. For example, the agreement index page had icons for View Agreement, Preview Document and View Smart Link actions. As part of our efforts to continuously improve ICM, multiple new actions are added for an entity over time. Hence, actions are now grouped together to improve the usability and user experience.
586165 – Support for online editing of agreements
As part of contract management, agreement and amendment documents regularly go through reviews where multiple stakeholders and teams have to review and/or edit a contract before it is sent out to external parties for their reviews and signature. To make changes or modifications to an agreement, ICM users previously had to download a copy, perform edits and upload it back to ICM. This created a version of the document in ICM.
Primary owners had to send the documents over emails to get inputs from multiple departments such as delivery and legal, which they would later have to consolidate to create the contract document. This approach not only led to aggregation overheads, but also audit information was often lost, it was not possible to trace what was approved and by whom.
With this release, ICM offers online editing support for agreement documents creating radical operational efficiency for contract owners.
It is now possible for:
Note: Only users with edit privileges on a document can participate in editing it online.
550178 – Enabling search for extended template metadata
Earlier in ICM, there were only predefined metadata for templates such as Name, Clause Code, Clause Group, and so on. To fulfill the requirements of some organizations, ICM provided the capability of extended template attributes to define additional custom metadata/attributes at the template level. However, users were not able to search templates based on these extended template attributes.
Now, users can search and retrieve required templates using these extended attributes as search parameters in the global search, advanced search and the template index page.
572767 – Ability to download all associated documents of expired agreements and amendments
Earlier in ICM, users could download all the associated documents of an agreement or amendment for all other states but not when the agreement was in the Expired state.
This capability is now also provided for expired agreements and amendments. This considerably improves usability as users no longer need to navigate to the respective Association tab to download the required documents one by one. The Administrator can now define access permissions so that the Download All button is available for authorized users allowing them to easily download all the associated documents of agreements and amendments for reference.
569901 – Ability to resize popup windows
Previously, popup windows within ICM had a fixed size and were static, which enabled users to only view information displayed on the pop-up.
Now, support has been provided for users to be able to resize and drag User Selection (Grid-View), Lookup and Add Association pop-up windows. This enables users to get a context of their location in ICM and what is behind the pop-up. Additionally, user-experience is enhanced for smaller pop-ups as they can be expanded on bigger screens.
551117 – Associated document content including table headers in the preferred language
Earlier in ICM, if the language preference was English and the user created an agreement using a German language template that had an association as a table, then the buyer could create the association instance and assemble the contract. However, the language for the entire assembled document would be German, but the association table header (title) would be in English.
This functionality has been improved so that the table header also appears in the same language as the remaining text in the template. In the example above, the entire assembled document as well as the association table header would be in German.
571054 – Ability to add global favorites to entity details page
ICM Administrators can already set default favorites so that specific users can access relevant information targeted for them using global favorites. These global favorites are added to the corresponding index page of the selected entity. With this release, this functionality is further enhanced such that the Administrators can now choose to add global favorites to the Entity Details page.
They can set different default favorites for different entities for their users. For example, a pinned favorite search for line items can have different relevance as compared to a pinned favorite search for bids. Having default favorites pinned makes it easy for users to easily identify the actions that they need to take. Having pinned default favorite saved searches at entity level also helps the users access relevant information from within an entity, rather than having to travel to the index page for the same.
ICM Administrators can now:
Note:
572768 – Display internal and external reviewer roles based on user type
The Request Review functionality in ICM allows users to request their agreements to be reviewed. Before sending an agreement for approval or signature, the contract author can leverage the Request Review option and add a user or user group as reviewer.
Previously, if the selected reviewer was an internal user, or a user group of internal users exclusively, still the team role/user role was depicted as External Reviewer in the Team and the History tabs respectively, on the agreement Details page.
With this release:
Note: This change does not apply to Send For Review functionality as that review happens only after an agreement is executed and is applicable only for internal users.
551122 – Localization support for clauses into templates
Previously in ICM, there was no provision to have localization of clauses that could be used to create agreements in different languages. Hence, the users had to create multiple templates to be able to create agreements in different languages.
With this release, users can store the localized version of clauses and enable them when authoring and executing agreements. So, users can configure the template that can be used to create a localized agreement. This considerably reduces the efforts of creating and managing multiple templates to support different languages.
568718 – Additional Click to Sign signature option available for agreements
ICM already supports electronic and manual signatures. With this release, a Click to Sign signature process is being introduced where the signatory can preview the agreement and indicate acceptance to the terms in the agreement.
If the signatory accepts the terms and conditions by checking the box in the Preview window, it is used to mark the agreement as accepted and signed by the signatory. The signatory also has the usual option to reject the agreement for signing, with the agreement going back to the Draft state.
ICM Administrators who are authorized to create contract types can now add Click to Sign as an option in the signature type attribute. This would make this signature flow available for contracts of that type.
574611 – Ability to swap alternate clause from Clause Comparison Report and view approvers
Previously in ICM, the substitute language of a clause was stored as an Alternate Clause to the Primary Clause. Contract authors had the provision to replace any Alternate Clause using the Clause Comparison Report. Whenever such clauses are replaced by alternate clauses, a certain set of approvers get triggered for the agreement.
With this release, contract authors are being provided with the capability to preview the list of approvers that will be triggered due to the clause swap.
Similarly, whenever new version of an agreement is created, the Content Control window which is now displayed now has a provision to preview the approvers that will be added or removed based on the changes made to the clause.
568773 – Ability to create and send agreements for approval during bulk creation
ICM allows contract authors to create multiple agreements from a single agreement with the provision of copying associations and attributes as required. Previously, these agreements created in bulk would be in Draft status. In order to send the bulk created agreements for approval, users had to either do it individually for each agreement or they had to configure a Saved Search and take a bulk action on it.
With this release, this feature has been enhanced with an option at configuration level to define if these agreements are to be published, or created and sent for approval as part of the creation process.
A choice-type attribute Target Workflow Action has been added in the existing bulk configuration masterdata contract type. Administrators can now specify whether bulk created agreements should be sent for approval or not. When the Target Workflow Action attribute is set to Create and Send for Approval and bulk agreements are generated on the model agreement:
By default, the agreements would be created in Draft status. Amendments can also be sent for bulk approval using the same functionality.
Users can also decide whether the templates for bulk created agreements would be different or same than model agreement during bulk creation process. An attribute Enable Template ReEvaluation is added in existing bulk configuration masterdata contract type.
Any Template selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.
550187 – Provision to send reminder notifications for commitments
ICM has the provision to track the milestones in an agreement with the Commitment functionality. Initially, to ensure that these commitments are fulfilled in timely manner, automated reminders were sent.
Now, users can send notifications for commitments manually using Send Notification option as and when required. Users can also customize the notification and send for individual commitment or in bulk.
572677 – Flexibility to control the agreement actions based on role of the user
ICM already allows controlling workflow actions for a user through role action mapping. ICM has extended support for other agreement actions that can also be controlled based on the user role, thus improving the overall access control for a user.
Users can now control:
572781 – Ability to copy existing agreement from the agreement index page
Previously, ICM supported the copy existing agreement functionality from the agreement Details page. Now, the same functionality has been added on the agreement index page for better usability. With this, the user can perform the copy action without having to navigate into the individual agreement details page.
Authorized users can now click an icon on the agreement index page to copy it to create a similar agreement. Along with the agreement, users now also have the ability to select any associated documents (parent-child or peer associations), commitments or obligations to be copied; where the Allow Copy with Association flag is set to True at the contract type level. If the association flag is set to False, a validation is displayed.
551116 – Support for extended clause metadata
Previously, users were not able to add more details to a clause. With this release, an entity for clause extension is being introduced which could help users in various ways, such as, when defining rules and searches.
Users can now:
569900 – Ability to cascade team from contract request, agreement, amendment to its association
Previously, ICM provided support to copy team role from contract request, agreement and its amendment to its parent child association. With this release, the support is being extended to copy team role from contract request, agreement or amendment to its peer associations.
A tile has been added under the configuration, where an authorized user can map all such team roles for a defined contract type to its parent-child as well as peer associations.
Administrators can now:
Users can now:
574034 – Ability to have flexible contract type extension
ICM provides the flexibility to select and use masterdata attributes as extensions to agreements and associated documents at the time of instance creation. Users can create rules to add or remove these extended attributes to agreement and associated documents.
With this release, many ICM features such as lookups, saving a search, saving as a template, and so on are further enhanced to manage the extended attributes in the same way as normal attributes. This considerably improves usability and simplifies the process for users who deal with hundreds of items and need to have multiple configurations.
Users can now:
551119 – Ability to copy and create existing commitments
With this release, users now have the capability to copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied. This will considerably reduce time and effort required to create individual commitments.
550181 – Rules implementation for localized masterdata attributes
Previously, localization support for masterdata attributes was limited to display localized values in lookup attributes based on language set in User Preference. If the attribute had a lookup had a Localized value, its rule would not get triggered as the rule was supported only in English.
With this release, users will be able to:
Evaluation of localized values will be supported for all rule types given that the rule is configured in the English language.
551105 – Ability to use attributes to identify unique line items
Previously, RFQs and their multiple related records such as line items, rounds and awarding records were created without any associations. Users found it difficult to link RFQs to its related records.
With this release, ICM offers a provision to define an agreement code that refers to both, the RFQ attribute and the current record attribute, at the time of linking the peer association to the agreement contract type.
Users can now:
550193 – Extended number of records while adding a table as an association
ICM supports adding associations to an agreement in various forms, such as documents and tables. With this release, ICM has now extended support to 200 records that can be assembled in an Association tagged as a table.
568776 – Export and import capability for associated documents
ICM provides a capability for bulk download (export) and upload (import) of line items from association grid using Excel. Now, users can create line items with extended attributes or associated document attributes based on the template selection and export/import through Excel into ICM.
Users can now:
574036 – Ability to configure and control access privileges based on role
Previously, ICM users could only be assigned one of the default roles available in the system.
With this release, ICM provides users the capability to define new roles and control access by specifying privileges depending on their business requirement. The access to the newly defined roles can be controlled using existing capabilities in ICM (such as Security Groups, Role Action Mapping, etc.). This is applicable for agreements, amendments and associated documents.
With custom roles, users can:
574087 – Ability to add auto-attachments as associations via event rule
As part of RFQ creation process, users need to add several documents as mandatory attachments to RFQs that may not change frequently. Previously, users had to attach multiple such documents manually to every RFQ which was a tedious and time consuming process.
ICM now has simplified the process by allowing users to attach predefined standard documents automatically to associations based on defined event rules.
Users can now:
Note: This is applicable for agreements and amendments.
585000 – Ability to define parent-child relationship for peer associations
ICM provides the functionality to attach associations to agreement entities. This functionality has now been enhanced with the ability to define the type of relationship (association) as Parent, Child or Peer. The Linkage Type field is enabled through technical configuration.
With this release, agreements can have only one association as a parent and all existing related agreements will be tagged as peer associations.
572764 – Ability to scan files for viruses when uploading to ICM
With this release, ICM has added a generic virus scan framework which can be used to implement other virus scanning software. When configured, this will help to scan files for any malware and protect ICM against a wide variety of threats whenever the file upload happens through any API into ICM. The users will be notified with the details of the scan status if any malicious content found during the scan.
Users can now:
File scanning while uploading through Word and Excel plugins is handled through API.
645417 – Ability to create agreement with latest approved version while using Copy Agreement functionality
Previously, In ICM, when the new agreement is created by coping existing agreement using the Copy Record functionality, it is created with the same version as the original agreement.
ICM now provides the capability to choose the latest approved version of the template of the original agreement during copy to create the new agreement.
Note: The Copy Record functionality does not change for third party paper.
572756 – Ability to exclude auto-attached documents from the copied association
ICM now allows attaching standard documents from the masterdata repository for associations based on the defined event rule.
When an association with auto-attached documents is replicated by copying, the auto-attached documents are excluded from the copied association. ICM provides an attribute to separate associations into manual and auto-attachment associations. This avoids duplication of association records and unnecessary upload of files into the ICM repository as the new created record will have its own auto-attached documents.
Users can now:
553319 – Additional APIs for amendments, contract requests and searches in ICM API 2.0
With this release, some new APIs have been introduced that will allow business applications to interact with ICM using standard API nomenclature for amendments, contract requests and searches.
These include:
619841 – Introducing Icertis Experience for WordAI
With this release, two of the ICM Add-ins - NegotiateAI and Icertis Experience for Word have been merged into Icertis Word.AI to provide users a seamless experience.
Icertis Word.AI can be leveraged to create, edit and manage templates, clauses and agreements.
Using Icertis Word.AI, it is now possible for:
Note:
571651 – Provision to show clause deviations in Icertis Experience for Word
Previously, users were able to view deviations in agreement clauses through the agreement details page. With this release, users can now see within the Word Add-in, any such clauses which have been tagged/added in an agreement and which are deviated. The details of the deviated clause are also displayed through Word Add-in.
With this release:
The deviation clauses are visible based on role action mapping as per existing ICM flow. They are searchable, so users can easily navigate to a particular clause in the agreement document and view the highlighted content of those clauses in Word Add-in.
Note:
487082 – Ability to take workflow actions using Icertis Experience for Word
Previously, tasks related to template and clause management could be managed using Icertis Experience for Word. However, to manage agreement related tasks, users had to switch between ICM and the Word Add-in.
ICM now enables the users to accomplish agreement related workflow actions such as approving, rejecting or recalling an approved agreement directly using Icertis Experience for Word. This considerably reduces the turnaround time and improves the user experience. User can view the updated status of the agreements on the Versions tab, History tab and Audit Trail on the ICM Web.
574616 – Icertis logo updation in Icertis Experience for Word
With this release, the ICM Word Add-in logo has been replaced with the improved logo for Icertis Experience for Word.
510546 – Establishing a contract lineage using AI
Contracts go through multiple transformations over a period of time. During the contract negotiations, multiple attributes and clauses get added or changed. Team members, statuses, obligations, associations also get added, updated or removed. Once the contract is executed, many addendums are added later or multiple clauses are replaced with new clauses in the amendments, etc. With such high number of transformations, it is difficult to keep track of which clause or attribute is in force.
ICM has now improved usability by using AI so that users can now easily see the changes in the clauses, attributes, team members, statuses, versions, obligations and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently in one go. This helps contract owners to learn from these changes and devise an optimal negotiation strategy for further engagement with customers or vendors.
Contract owners can now:
575397 – Improved discovery based on existing customer data
ICM’s existing discovery model discovers 15 attributes and more than 40 clauses from MSA or NDA type agreement documents.
With this release, the process of discovering attributes and clauses is improved for better accuracy by training the in-built discovery model with wide variety of agreements. ICM discovery model now discovers out-of-the-box attributes from SOW type of agreements.
The existing ObligationAI approach, which was model based, is now replaced by AI and Rule-based approach to discover obligations more accurately.
Contract negotiators can now:
575399 – UX revamp to display discovered attributes and original document side-by-side
Previously, contract negotiators had to periodically visit the AI discovery section to check for discovery completion. Then, they had to switch to the Document View in order to review the recommendations given by the AI algorithm.
With this release, when contract negotiators trigger the discovery process, they can view the progress of AI discovery on the agreement Details page. They will be able to view:
Contract negotiators will now have an option to launch an interface in a new tab/window where the discovered clauses, attributes, etc. are displayed along with the agreement document. An option is now available to launch side-by-side view of the document along with the discovered entities. Using this option, users can view different sections for discovered clauses, attributes, tables and obligations.
Contract negotiators also have an option to search within the agreement document. The results are highlighted to the user and a count is displayed. Users can also save any changes made in the individual discovery sections.
575455 – Ability to process multiple documents simultaneously during the discovery process
Previously, upon receiving multiple requests, the AI discovery model added them in a queue form and processed each document individually. With this release, the discovery performance has been enhanced such that multiple documents can be processed simultaneously and within lesser time.
Users can now start the discovery process for their document without waiting for other discovery processes to complete. A total of 20 documents can now be processed in parallel.
The duration for a document discovery to be completed depends on the number of pages in a document. For example, discovery process for a .docx file with 10 pages and 1 table will take 120 seconds to complete; whereas one with 500 pages and 15 tables will take 1800 seconds.
602198 – Support for user created attributes in NLP search
Previously, the ICM AI enabled mode of searching allowed users to search agreements using a spoken language statement. With this release, the functionality has been enhanced to support user defined attributes as well. For example, queries such as “contract value above 20000 USD”, “contract value below 20000 USD”, “contract value between 20000 USD and 2000000 USD” and so on, can be entered to search contracts of a certain value.
570314 – All core SSRS reports to only include contract types classified as Contracting
ICM offers the functionality to classify Business Type/ Contracting agreement type at contract type level. With this release, core reports will be limited to Contracting business application type.
Users with access to standard and insights reports will only be able to see data related to agreements with Contracting business application type. Thus, the reporting data would not contain any sourcing agreements.
This is applicable to the following reports:
606134 – All Power BI Reports to only include contract types classified as Contracting
Users with access to Power BI dashboards will now only see data of agreements with business application type as Contracting while accessing the Business Summary, Legal Summary and Legal Details reports.
Since the Custom report is common to sourcing and contracting, having a filter which is configurable makes the experience more user-friendly than only restricting the create report for contracting use cases only.
567137 – Ability to add datasets for associated documents in Power BI for obligation and management
In order to have a comprehensive view of the state of obligation compliance users needed to have self-serve ways to build reports and dashboards. Users have now been given the flexibility to build reports on obligation compliance across hierarches – from agreements and obligations to fulfillments and fulfillment evidences.
With this release, users have the option for slice and dice for viewing and narrowing down to the right type of Obligations for any given context. Advanced Analytics with Power BI is the ICM offering to let customers create and view custom reports. Users will now have OM application datasets for Agreement, Obligation and Fulfillment entities in the Power BI data model as well.
With the additional data sets, users will be able to generate reports on Power BI such as for:
657965 – Support for Service Principal Authentication method for Power BI
ICM has now extended support for Service Principal Authentication method to authenticate Power BI resources for Advanced Analytics. It has been implemented as the default method of Power BI authentication for improved security. However, the option to continue with the current authentication method of using user credentials for Power BI is still available.
573000 – Sub-role included in Detailed and User Profiling Reports
ICM provides the ability to define sub-roles for the Approver role. With this, all the capabilities of the Approver are enabled for users at the sub-role level. This capability has now been extended to reports so that users can have relevant information and make informed decisions.
With this release, the Detailed Report, User Profiling Report and Agreements Pending Approval Report have now been modified to display the Approver sub-roles such as Contract Admin, Legal Approver and others.
573621 - Enhancement to reports processing error message
Previously, when viewing reports resulted in processing errors, the No data available message was displayed. This message has now been modified for clarity, as follows:
An error occurred during report processing, if the issue persist kindly contact customer support team.
601540 - Unavailability of Template Clause Report as Dashboard KPI
With this release, the Template Clause Report has been deprecated from the Dashboard KPIs. However, it will still be accessible from the Reports tile.
541825 – Integration with the new eSignature platform
With this release, customers can now use Namirial eSignAnyWhere as their electronic signature platform to send the agreements electronically for signatures to internal and external signatories. The invited signatories receive an email notification with a link to the document to review and sign or decline to sign or to delegate the action. The agreement will be executed once the document is signed electronically by all the involved signatories.
Contract administrators can track the status of the agreements sent for signature within ICM. They can also recall the agreement sent for signature, if it was not signed by all parties.
569172 – Enabling Electronic seal tag for signing agreement documents
Previously, users were able to sign agreements based on signature tags present in the agreement templates.
With this release, ICM has extended the support for enabling electronic seal tags in templates that will be used for marking electronic seals during the signature process using DocuSign. The support of electronic seals will help the organization’s legal teams to certify the integrity and the origin of the contracts.
579067 – Ability to support additional electronic signature platforms
Just like support has been extended to Namirial eSignAnyWhere in addition to DocuSign and Adobe Sign for electronic signatures, ICM has enhanced adaptability by making it possible to implement and integrate any other electronic signature provider as well based on customer requirements.
572516 – SAP S/4 Supplier masterdata integration
The Icertis Experience for SAP S/4 HANA allows users to search, display and select S/4 HANA masterdata required for completing the contracting process within ICM.
The ICM Experience for S/4 HANA adapter:
Some key use cases that customers should be able to configure the adapter to include:
572517 – SAP S/4 HANA masterdata lookup
With this release, ICM and ICM business applications (Sourcing and Obligation Management) have been integrated with SAP S/4 HANA to render masterdata lookup from SAP S/4 HANA.
573373 – Generic integration framework to support contract requests via ASB
Previously, ICM supported a generic ASB adapter for inbound and outbound integration for Agreements. With this release, support is provided for creating contract requests for agreements. Users will now be able to create and update Contract Requests in ICM using an external application.
573377 – Generic integration framework to support associations via ASB
Previously, ICM supported a generic ASB adapter for inbound and outbound integration only for agreements. With this release, support is provided for creating contract requests for the agreements. Users will now be able to create and update contract requests in ICM using an external application.
The ASB adapter will pick the JSON payload from the message queue and create associations to an existing agreement or RFx record in ICM. Users will thus be able to manage purchase requisitions, purchase orders, sourcing events and similar tasks by sending associated data.
573379 – Generic integration framework to support amendments via ASB
Contract amendments are an integral part of business flow and the support for amendment integration is critical for businesses. With this release, the generic integrations ASB adapter will be able to update amendments to an agreement on the created, updated, approved and executed actions.
594454 – Additional connector support for JSON file format
Previously CSV files were supported for masterdata upload using ASB and SFTP, while text based files were supported for uploads using SFTP.
With this release, the file based integration will additionally support JSON file format, while also supporting blob connectors.
554864/554868 – Support for request review and upload actions in Salesforce grid
Previously, ICM users could manage and execute contract management tasks using Salesforce Classic and Lightning user interface. The Icertis Experience for Salesforce introduced support for the following actions at the grid level: Assemble, Download and Send for Approval.
With this release, support has been extended for the Send for Review and Upload document actions, thus considerably improving usability. The action buttons displayed on the user interface are based on the privileges assigned to the user via role action mapping in ICM . The agreement can be sent for review to multiple users by selecting the users from the available list.
Note: If a user wants to view or edit a contract record, they will still have to double-click the contract record which will open the contract Details page in Salesforce.
537774 – Ability to create contracts based on Opportunity or Quote
Previously, users could only manage contracts using the Icertis Experience for Salesforce. They did not have the option to automatically initiate a contract based on an Opportunity or Quote status.
With this release, the contract creation process has been automated based on opportunity or quote status, will increase the productivity of sales users.
Sales Admin users can now:
Additionally, Salesforce users will receive a Task and/or Chatter notification whenever a contract is automatically created.
580066 – Ability to redirect emails when testing Adobe Sign eSignature on other instances
As a part of the signature process, emails to signatories are triggered via Adobe Sign, starting from when the agreement is sent for signature till the agreement is signed. However, when ICM is set up on non-production environments, these emails need to be redirected (or overridden) so that real business users are not flooded with emails that require no action from them while the instances are being set up for testing purpose.
574458 – ICM task integration to Salesforce tasks
Previously, Salesforce users could manage all internal and external tasks within Salesforce itself. However, they could not manage ICM tasks from within Salesforce.
With this release, ICM users can now:
588361 – PToP support for ICM
The 7.11 release, some enhancements were made to the Promote To Production (PToP) tool such as Vulnerability and Penetration Testing (VAPT) fixes, testing open bugs in PToP engine, some validations in the PToP engine, and an improved user interface to provide support to PToP and DevOps teams.
With this release, changes have been made in ICM to support the PToP engine. This functionality, provided to administrators, can promote ICM configurations/modifications that are made to ICM configurations in pre-production environments to production environments. This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The elastic search sync is also supported by the tool.
Note: UI changes on contract type, rule set, notification template are not included.
561717 – PToP support for Daimler
With this release, changes have been made in ICM to support the PToP engine. This functionality, provided to Administrators, can promote ICM configurations/modifications that are made to ICM configurations in pre-production environments to production environments.
This functionality:
Note: Customers using ICM version before 7.12 need to upgrade to use this feature.
The Icertis Contract Management base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available on all environments. Specific customer environments may have other requirements. The software and hardware requirements for client system as well as mobile application are listed in the table below:
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