Revision as of 17:03, 29 August 2019

Template Management

Template is a framework that represents a standard layout for an Agreement. The Template Management tile enables you to manage all aspects of creating and editing Templates from a single page. From here, you can:

• View and manage all your Templates on Templates page.
• Create and upload a Template through Create Template page.
• Create Template through Word Add-ins.

Templates

Navigate to the Templates page by clicking on the Template Management tile. This page displays all the Templates that you are associated with- you may have created a Template or are a part of the team working on it. This page displays the most current version of a Template regardless of its status.

From this page you can:

• search templates in a variety of ways. You can search templates from this page or use the Advanced Search.
• view details of a template by clicking on the View Record icon. The details are displayed in the Template Details page.
• view the template in word document format by clicking on the View Document icon.

Template Access Management

Template Access Management is now enhanced and is available through a technical configuration. When turned On, the access control for Templates is driven by the Organization Unit (OU) or the Team. 

OU can be configured in 2 ways:

• Template access is dependent on the highest level of the OU and since everyone belongs to the OU so they have access by default, if they are part of the team.
• Through a technical configuration, you now have the ability to change the access based on the OU of the user who is creating the Template. For example, if user John Doe is part of the Sales OU and the team, then Templates created by John Doe can be accessed by all users in the Sales OU and those belonging to the Template team.

Additionally, you can add members to the Template team through Event Rules, thus saving time of manually adding users to the Team. The support for the Observer role is extended to the Template Library as well through Role Action Mapping. 

Searching Templates

You can search for templates either from advanced search page or from Templates Page to:

• view its details
• check the status
• edit it

You can find a specific template you are looking for from the Templates page using one of these 3 methods:

• Category Search
• Saved Searches
• Searches pinned as Favorites

Category Search

Follow these steps to search for templates using the Category drop down:

1. Click the Template Management tile on My Dashboard. This opens the Templates Page displaying all the existing Templates.

2. Use the Categories drop down to narrow down the templates and find the exact one you are looking for. For example, search by status, created by or the status changed, date, among many other options. This displays all the options that match the selected category.

3. Select the desired criteria by marking the boxes next to that option. Only the templates matching this specified criteria are displayed.

4. Narrow your search further by typing specific keywords in the Custom Keyword field and then click Apply. You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example: 

• APP*: displays agreements only in the APPROVED and WAITING FOR APPROVAL states
• ?PP* : displays agreements only in the APPROVED and WAITING FOR APPROVAL states
• APP*: OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states     

5. You can also type free text in the Refine Search Here... search box. A list of relevant agreements are displayed.

Saved Searches

Follow these steps to use your saved searches:

1. Click the Template Management tile on My Dashboard. This opens the Templates page displaying all the existing templates.

2. Click the Saved Searches drop down and select the desired saved search. Refer to Using Advanced Search for details on saving a search. This displays the templates matching the criteria defined in the saved search.

Refer to Saved Searches for details on saving a search.

Searches pinned as Favorites

Follow these steps to search using a favorite search:

1. Click the Template Management tile on My Dashboard. This opens the Templates page displaying all the existing templates.

2. Click one of the searches defined as favorite, just below the feature tiles. Refer to Using Advanced Search for details on adding searches as favorites. This displays the templates matching the criteria defined in favorite search.

Creating a Template in ICM

To create a Template in ICM:

1. Click the Template Management tile on the Dashboard. The Templates page opens.

2. Click the Create Template tile. The Create Template page. Type the required details in the following sections:

• Details
• Template Variable 
• Team
• Verify

Note: (*) denotes a mandatory field. ICM displays an error message if a mandatory field is left empty.

Details

The Details section consists of some mandatory fields, while rest of the sections are optional.

Enter the basic details in the following fields:

• Contract Type Name: Select a Contract type from the drop-down list for which you want to create a Template.
• Name: Type an appropriate name for the Template.
• Template Code: The Template Code is auto-generated.
• Template Language: Select the language for the Template.
• Primary Template: Select Yes if this is the Primary Template. Select No if it is not a Primary Template. This feature helps define the primary Template in a specific language, and you can define secondary Templates in other languages if needed.
• Linked Primary Template: This section opens when you select No for Primary Template option. Select a Primary Template from the drop-down menu to link this Template to it.
• Effective From: Type or select the E­ffective From date using the calendar window.
• Effective To: Type or select the E­ffective To date using the calendar window.
• Description: Type a description for the Template.
• Version Comments: Type relevant comments for this version, such as what changes were made and why, who they were approved by or any other comments you may wish to add specific to this version.
• File: Click Select File to upload a Template from your local folder.

Click Next to go to the Template Variables tab.

Template Variable

Template Variables are the attributes that are part of the template. 

On this tab, you can either select the attributes from the Available Attribute section or Add new Attributes. The user can also set a Template Variable as conditional to the value of the Contract Type Attributes by setting Is Conditional flag On. For further information on Is Conditional flag, please refer the section Adding dependency of Template Variables on Agreement Attributes.

To select the attributes from the already existing attributes:

1.  Select a desired attribute from the Available Attributes section then click the  icon.

2. The attribute is added to the Selected Attribute section.

3. Click the attribute that is added to the Selected Attributes section. The details of that attribute are populated in the Edit Attribute section.

4. Edit the details of the attribute if required. For example, Display Name, Help Message etc.

5. Define the attribute with the help of flags such as Is Default, Is Editable etc.

6. Click Save. The Template Variable is added in the Template that you are creating.

Team 

This section helps you in selecting different roles for your Template. You can add 3 roles which are:

• Approver : approves or rejects the Template after reviewing it.
• Secondary Owner : works with the Primary owner or alone if the Primary owner is not available. Both these roles have the same privileges.
• Contributor : can review the Template, but can’t make any changes or take action. Any comments related to it are sent to the Primary owner or Secondary owner.

To add different roles:

• Click the Add  icon. This opens the Add User window.
• Select the role from the drop down, and the users for that specific role.
• Selecting a role of an approver, displays a step number field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The approval flows sequentially according to the step number.
• Click Add. The users just added will be seen under Team.

Verify

Here you can review and verify all the information for the Template before clicking on Create. If you wish to edit anything, click Previous. Once created the template gets into Draft state.

After that click on Send for Approval, to send it further for approvals, or click Edit if you want to update any field.

The Approver gets a notification about the Template, who can then review and approve it. Once approved, the Template is ready for use.

Editing a Template in ICM

You can edit a template at any state, to make changes to the effective date, team, and so on. However, when you edit an approved Template, you have to get it approved again.

To edit the existing Template:

1. On the Template Management page, Click the View Record  icon next to the Template. The Template Details page opens providing the summary of the template.

2. Click Edit. The Edit Template wizard with the Details tab opens. Edit the desired fields. You can edit the existing description or version comments information. You can upload a new template file or replace an existing template as well.

3. Click Next. The Team tab opens. Add or delete the team members, if required.

4. Click Next. The Verify tab opens. Verify the changes made to the Template.

5. Click Save to save the changes made to the Template. 

6. Choose one of the following:

• Click Previous to go back and make changes to the information that you have entered.
• Click Update to update the Template.

The details of the updated Templates are displayed. Preview of the Template opens on the right side of the page.

Choose from the following options that open below the contract summary and details:

• Download Document: Click to save the Template to your local computer.
• Edit: Click to make changes to the Template.
• Send For Approval: Click to send the Template to the approver.

Note: The options that are displayed vary according to the type of Template and privileges assigned to your user id. 

Tagging Attributes inside another Attribute value in Templates

You can authorize users to tag an Attribute inside another choice or multi-select Attribute, so that the same Attribute tag can be used within the Agreement or Template. 

In ICM, you can:

• Tag an Attribute inside the values of choice and multi-select type of Attributes
• Tag Attributes at the Template Variable, Contract Type and Attribute Library levels
• Search for other Attribute types that can be nested or tagged and have been configured for the selected Contract Type
• Append prefix and postfix text to the tagged Attribute
• Tag for nested Attributes using Bulk Upload and Excel Add-in.
• Tag for nested attributes is resolved during Document Assembly using Word Add-in
• Reverse sync which is driven by the same flag that is currently used for tagged Attributes
• Have only one level nesting
   

Remember:

• In ICM, the internal name ($abc) for the choice Attribute will be displayed and this value will not get resolved.
• When this field is used in the Agreement/ Template as a tagged Attribute, the tagging is resolved during document assembly and the mapped variable is displayed in the document. The document will always display the actual value of the referred Attribute. 
• If the referred Attribute has no available value and it is selected from the choice list, then no value will be displayed in the document during document assembly.
• If the referred Attribute is removed from the Contract Type, a notification message is displayed stating that the Attribute may be tagged somewhere else.

Sending a Template for Approval 

After you create a Template, it is in Draft state. The Template must be approved to be able to use it to create an agreement.

To send a Template for approval:

1. Click the View Record icon on next to the template you want to send for approval. The Template Details page opens.

2. Scroll down the page and click the Send for Approval button to send the Template for approval. The status of the Template changes to Waiting for Approval.

Related Topics: Create a Template in ICM Word Add-in | Rule | Agreement Management | Clause Management