From ICIHelp7.14
(Created page with " = Add Amendment to an Agreement = After an Agreement is executed, you cannot edit it. However, you can add Amendment to an executed Agreement. To add Amendment to an...") |
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To add Amendment to an Agreement: | To add Amendment to an Agreement: | ||
| − | + | #On the ''Agreement Details'' page, '''click''' ''Add amendment''. The ''Add Amendment'' page appears. | |
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| − | #On the ''Agreement Details'' page, '''click''' ''Add amendment''. The ''Add Amendment'' page appears. | + | |
#On the ''Attributes'' tab, make changes to the information that you want to update, and then '''click''' ''Next''. The ''Verify'' tab appears. | #On the ''Attributes'' tab, make changes to the information that you want to update, and then '''click''' ''Next''. The ''Verify'' tab appears. | ||
#On the ''Verify'' tab, verify the information that you have updated, and then '''click''' ''Create''. The ''Amendment Details'' page appears. The Amendment moves to the ''Draft'' state. | #On the ''Verify'' tab, verify the information that you have updated, and then '''click''' ''Create''. The ''Amendment Details'' page appears. The Amendment moves to the ''Draft'' state. | ||
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*'''Download Document''' to download the document for review. | *'''Download Document''' to download the document for review. | ||
*'''Upload Document''' to upload the document. | *'''Upload Document''' to upload the document. | ||
| − | *'''Edit''' to edit the Amendment. | + | *'''Edit''' to edit the Amendment. |
*'''Publish''' to publish the Amendment. | *'''Publish''' to publish the Amendment. | ||
Revision as of 11:39, 26 February 2018
Add Amendment to an Agreement
After an Agreement is executed, you cannot edit it. However, you can add Amendment to an executed Agreement.
To add Amendment to an Agreement:
- On the Agreement Details page, click Add amendment. The Add Amendment page appears.
- On the Attributes tab, make changes to the information that you want to update, and then click Next. The Verify tab appears.
- On the Verify tab, verify the information that you have updated, and then click Create. The Amendment Details page appears. The Amendment moves to the Draft state.
- On the Amendment Details page, do the following:
Click the buttons as appropriate:
- Download Document to download the document for review.
- Upload Document to upload the document.
- Edit to edit the Amendment.
- Publish to publish the Amendment.
The parent Agreement appears on the upper right corner above the Amendment summary.
During the Amendment creation process (either in pre-Draft or Draft state), ICM captures and displays the changes made to the attribute values. This applies to amendments created through the UI, Excel Add-in and API calls.
Click Add Amendment on the executed base Agreement to open the Attributes (Step 1 of 2) page of the Amendment creation process.
