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= ICI Release Notes - Release 7.14 =
  
= ICM Release Notes - Release 7.12 =
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== Overview of Release 7.14 ==
  
== Overview of Release 7.12 ==
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The 7.14 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICI functionalities and the user interface.
 
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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.
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The key enhancements of this release include:
 
The key enhancements of this release include:
  
*<span style="color:#008000;">'''Icertis Business&nbsp;Applications'''</span>  
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*<span style="color:#008000;">'''Enhancements to the ICI Application'''</span>  
**'''''ICM Mobile App Updates'''''  
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***Supporting Microsoft Intune Mobile Device Management (MDM) in addition to MAM ensuring device protection and control over App management
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*'''''User Experience'''''  
***Pre-configuring the system URL so that users do not need to enter it every time.    
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**Introducing a horizontal chevron which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan. The 4 stages of the chevron, namely Generate, Approve, Execute and Manage, prominently communicate an entity’s journey including the previous, current and possible future states of the agreement.
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**Allowing users to create peer agreements from within the base agreement and inheriting all the attribute values of the base agreement.
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**Facilitating one-click navigation from the ICI record to any related entities (multi-hierarchy level). For example, from RFx to Bid Response which would otherwise require multiple clicks.
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**Providing administrators the ability to configure access control for users who are not part of the team to sections or sub-sections in the left navigation pane at the contract type level.
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**Enhancing document usability by placing content control tags such that the end-user no longer views separate lines in the assembled document for assembled clauses that are not evaluated. 
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*'''''Workflow Enhancements'''''
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**Displaying the organization unit path of the parent document by default as the path for the associated document, so that both parent and child documents have the same organization path at the time of creation and updation.
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**Introducing a Contract Manager role to manage agreement ownership throughout its lifecycle.
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**Providing the ability to add amendments to expired agreements. &nbsp;
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**Adding a time zone attribute to provide enterprise organizations the flexibility to track the time zone or region-based activities as needed for the instance of the agreement.
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**Providing the capability to capture multiple email addresses at run time in a single attribute configured at the contract type level and send automated email notifications and allowing configuration of the sender’s email ID dynamically based on the specific contract type or instance of the record.&nbsp; 
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*<span style="color:#008000;">'''Mobile App Updates'''</span>
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**Improving the usability of the mobile app by refreshing the agreement or requests list automatically after an approve, reject or request review action is performed.  
  
*<span style="color:#008000;">'''Enhancements to the ICM Application'''</span>  
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*<span style="color:#008000;">'''Enhancements to ICI API 2.0'''</span>  
**'''''User Experience'''''
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**Introducing some masterdata APIs that will allow business applications to interact with ICI using standard API nomenclature for masterdata.  
***Revamping the ICM search relevance and functionality on the Home and Advanced Search pages such that higher relevance records are displayed sequentially.
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***Improving user experience by more logically grouping actions that can be taken on an entity and allowing relevant popup windows to be resized.
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***Enabling search for extended template attributes on the global search, advanced search and template index page. 
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**'''''Workflow Enhancements'''''
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***Adding a generic virus scan framework that can be used to implement other virus scanning software to help scan files for any malware and protect ICM against a wide variety of threats.
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***Introducing the Click to Sign process allowing signatories to preview the agreement and indicate acceptance to the terms in the agreement. &nbsp;
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***Providing the capability to copy an existing commitment and create new commitments from it with the provision to exclude certain attributes from being copied, thus considerably reducing time and effort required to create individual commitments.
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***Allowing users to attach predefined standard documents automatically to associations based on defined event rules. Users can now also download all the associated documents of an agreement or amendment in the expired state.&nbsp;
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***Providing the ability to copy exiting agreement from the agreement index page instead of navigating to the individual agreement details page.
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***Providing the ability to auto-attach associations in the agreement based on event rules.
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***Excluding auto-attached associations in an existing agreement from being copied into the newly created agreement.
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***Introducing an entity to extend attributes to add more attributes to clauses to be able to capture more granular level details related to the clause.
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***Allowing users to create line items with extended attributes or associated document attributes based on the template selection and export/import through Microsoft Excel into ICM.
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***Enhancing bulk creation of agreements with an option at configuration level to set the target workflow action for the agreements to be created.
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***Allowing users to create an agreement with the latest approved version while using the copy agreement functionality.
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***Enhancing commitments functionality with an option to send reminder notifications manually as and when required. The notifications can be customized and sent for individual or bulk commitments.
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***Provisioning contract authors to preview clause approvers that are triggered when a clause is added, removed or replaced, and a new version of the agreement is created, thus helping users to make informed decisions before actually creating a new version of agreement.
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***Extending support for agreement actions such as Compare Documents, Compare Clause Changes and Broadcast that can also be controlled based on the user role, thus improving the overall access control for a user.&nbsp;
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***Enhancing the capability of flexible contract type extensions and improving usability.
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***Allowing users to define a custom agreement code to reference the peer and parent-child contract type at the time of creating associations for that agreement contract type. This will help track child and peer entities back to the parent especially in cases like RFx where there may be multiple line items which need to be traced back.
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***Enhancing the functionality of attaching associations to agreement entities by allowing users to define the type of relationship (association) as parent, child, or peer.
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***Simplifying the bulk association configuration process by providing a flag at contract type definition level which triggers a set of defaults to considerably improve performance. 
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**'''''User Role Enhancements'''''
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***Providing Administrators the ability to choose to add global favorites to the entity details page. They can now set different default favorites for different entities for their users thus allowing them to easily identify the actions that need to be taken and access relevant information from within the entity, rather than at the index page level.
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***Establishing the differentiation between internal reviewer and external reviewer along with respective role-action mapping. &nbsp;
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***Providing users the capability to define new roles and control access by specifying privileges.&nbsp;
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***Providing support to copy team role from contract request, agreement or amendment to its peer associations. 
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**'''''Localization Enhancements'''''
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***Providing localization support for clauses into templates to enable users to configure templates and create localized agreements. Users can also configure any rule type as all rules now have localization support and trigger rules for localized masterdata attributes.  
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***Enhancing the functionality of Associations added as tables with localization of table headers.&nbsp;   
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*<span style="color:#008000;">'''Enhancements to ICM API 2.0'''</span>  
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*<span style="color:#008000;">'''Enhancements to ICI Add-ins'''</span>  
**Introducing some new APIs that will allow business applications to interact with ICM using standard API nomenclature for amendments, contract requests and searches.   
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**''Icertis Experience for Word''
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***Displaying a set of 30 clauses per page with pagination for easy navigation between clauses listed on the clauses, clauses in templates and clauses in agreement pages.
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***Providing extended attributes within the add-in for creation and modification of clauses and templates.
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***Allowing the deviation approver to view and directly approve or reject clause deviations in an agreement from within the add-in.
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***Displaying a validation message in clause content control enabling users to insert and tag clauses at the correct location in the document before publishing it.   
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**''Outlook Add-in''
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***Enhancing the Outlook Add-in by providing the ability to upload email in .docx or .msg format as associated documents for an agreement from within Outlook.   
  
*<span style="color:#008000;">'''Enhancements to ICM Add-ins'''</span>
 
**Improving Icertis Experience for Word by merging NegotiateAI and Icertis Experience for Word (previously known as Scribe) to provide a seamless user experience.
 
**Introducing a new logo for Icertis Experience for Word.
 
**Providing users the ability to take workflow actions such as Send for Approval, Approve, Reject, and Recall from Icertis Experience for Word itself, instead of navigating to ICM Web.
 
**Highlighting the deviated clauses in the latest version of the agreement within Icertis Experience for Word.<br/> &nbsp; 
 
 
*<span style="color:#008000;">'''Enhancements to Artificial Intelligence Applications'''</span>  
 
*<span style="color:#008000;">'''Enhancements to Artificial Intelligence Applications'''</span>  
**Establishing a contract lineage using AI so that users can visualize and get a consolidated view of the changes done in clauses, attributes, amendments and other entities, thus enabling them to track progress in one go.
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**Introducing a legal playbook in the NegotiateAI app that uses artificial intelligence to identify exceptions in the contract and actions taken on them, as well as assess the risk when these exceptions are accepted by the negotiators to be able to take corrective actions and mitigate risks.  
**Introducing the capability to view discovered attributes, clauses and so on, alongside the original document after completion of discovery process.  
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**Enhancing DiscoverAI to identify the different levels within a clause through a distinct visual representation of clauses with sub-sections displayed in a delineated view during the clause discovery process.  
**Improving the accuracy in the attributes and clause discovery process by more than 15% along with inbuilt support to identify additional types of obligations in the ObligationAI model.  
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**Enhancing the ICI discovery models to support clause and obligation discovery for additional languages such as German, Spanish and Portuguese.  
**Improving discovery performance for large agreement documents by over 500% as well as supporting simultaneous processing of multiple documents.  
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**Improving the inbuilt DiscoverAI model to identify additional attributes such as City, State, Zip Code, and so on.    
**Extending support for user-created attributes in Natural Language Processing (NLP) search query    
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*<span style="color:#008000;">'''Enhancements to Reports'''</span>  
 
*<span style="color:#008000;">'''Enhancements to Reports'''</span>  
**Configuring core SSRS and Power BI reports to include contract types classified as Contracting business application type.  
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**Introducing the Risk Assessment Report which is a trendline chart report that depicts the agreement aggregate risk score by their version. ICI’s AI algorithm identifies the playbook exceptions for a new version.  
**Providing the ability to add datasets for associated documents in Power BI for obligation and management.  
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**Introducing the Clause Summary Report to help clause administrators to understand and assess the impact of changes made to a clause.  
**Extending support for Service Principal Authentication method to authenticate Power BI resources for advanced analytics.
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**Providing users the capability to generate a report as per the time zone of their choice from within the report itself.   
**Allowing users to segregate data for sourcing and contracting by providing a Business Application Type field.  
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**Providing the ability to define sub-roles for the approver role in Detailed Report, User Profiling Report and Agreements Pending Approval Report.   
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*<span style="color:#008000;">'''Improving the Icertis Experience'''</span>  
 
*<span style="color:#008000;">'''Improving the Icertis Experience'''</span>  
**Enhancing generic integration framework to support contract requests, associations, amendments.
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**Extending support for ICI dashboard widgets in the Icertis Experience for Salesforce Home page, so that users can perform all necessary actions from within Salesforce itself.  
**Extending file-based integration support for JSON file format and Blob connectors.
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**Supporting auto-renewal and reset expiry functionalities in Icertis Experience for Workday, thus saving time and avoiding data duplication.  
**Enhancing Salesforce experience by providing users the ability to take request review and upload document actions from within the Salesforce grid. Also, Salesforce users now have the flexibility to manage ICM tasks from within Salesforce as well as configure auto-creation of contracts.  
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**Enhancing the generic integration framework to support custom pre- and post-processing hooks to considerably reduce implementation time, and allowing users to define and configure folder structure and file names as per the business requirement.   
**Enhancing adaptability by making it possible to implement and integrate any electronic signature provider based on customer requirements.&nbsp;
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**Integrating with the new Namirial eSignAnyWhere platform to send agreements electronically for signatures to internal and external signatories.&nbsp;
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**Providing configurators the ability to redirect emails to specific addresses when testing Adobe electronic signature on non-production instances.
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**Enabling electronic seal tags in templates for signing agreement documents using DocuSign.
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**Integrating with Whatfix allowing ICM users to quickly ramp up on ICM UX paradigms, help new employees onboard, and allow customers to rapidly add custom business specific guided workflows if they choose to.   
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*<span style="color:#008000;">'''Introducing ICM Platform Tools'''</span>  
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*<span style="color:#008000;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>  
**Enhancing support for the Promote to Production (PToP) tool to promote ICM configurations or modifications that are made in pre-production environments to production environments.
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**In release 7.12, the Software Development Kit (SDK) was released to support partners for technical configuration. With this release, documentation for ICI coding guidelines, ICI developer methods, local environment setup using ICI binaries, and ICI customization and use cases are also available.   
**Providing support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups.
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**Providing support for elastic search sync using the PToP tool.   
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These release notes provide an overview of the enhancements to ICM and the ICM experience for integrations. Refer to the technical requirements 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.
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These release notes provide an overview of the enhancements to ICI, the mobile app, ICI experience for integrations, and so on.
  
 
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== Icertis Business Applications – ICM Mobile App Updates ==
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<span style="color: rgb(0, 119, 235); font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancements</span>
  
'''<span style="color:#008000;">629922/635972&nbsp;ICM mobile application management support for Microsoft Intune</span>'''<br/> In our effort to consistently improve user experience and ensure the security of our users, ICM has extended support for Microsoft Intune in our Mobile Application Management (MAM).&nbsp;
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<span style="color:#008000;">'''659853 Upfront chevron view of agreement journey'''</span>
  
Our employees, customers and partners use mobile devices for personal and professional tasks. While ensuring productivity, we also want to prevent data loss, both - intentional and unintentional. The MAM app protection policies allow users to manage and protect their organization's data within an application.
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In ICI, as per the contracting business paradigm, an agreement entity goes through different workflows and stages starting from authoring to execution, and expiration or termination.&nbsp;
  
The ICM Mobile App which is available in the App/Play Store does not cater to the Intune capability.&nbsp;
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Users can view the current status of an agreement on the ''Agreement Index ''or ''Details'' page, a generic progress view on the Team tab, and logged audit details on the History tab. To understand the progress of the agreement and find relevant information, the user needs to navigate through multiple tabs.&nbsp;
  
Microsoft Intune is a scalable cloud service architecture that leverages cloud for insights and baselines for our security policies and configuration settings. It helps safeguard data that is not managed by ICM and used by employees, customers or partners to access work files.
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With this release, a horizontal chevron has been introduced, which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan.
  
The key benefits of making ICM MS Intune-compatible include:&nbsp;&nbsp; &nbsp;
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The 4 stages of the chevron prominently communicate an entity’s journey including the previous, current and possible future states of the agreement. This considerably improves usability for new and existing users as they can now find information easily and with minimum clicks.
  
*Protecting company data at the App level, for both – managed and unmanaged devices, as the management is based on user identity.
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The colors of the chevron are indicative of the stage of the agreement. It displays the following 4 tabs corresponding to the various stages of the agreement’s journey:
*Ensuring App layer protections are in place. For example:&nbsp;
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**Entering a pin to open the App in work context
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**Controlling the sharing of data between Apps
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**Preventing the saving of company App data to a personal storage location 
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*Supporting Mobile Device Management (MDM) in addition to MAM ensuring device protection and control over App management. For example:
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**Entering a pin to access the device
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**Deploying managed apps to the device
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**Deploying apps to devices through your MDM solution 
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*Using App protection policies, with or without MDM, at the same time. For example, you may choose to use a company issued phone with both – MDM and App protection policies, whereas, a personal phone may be protected by only the App protection policies.
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*Applying a MAM policy to the user without setting the device state. The user will get the MAM policy on both - the BYOD (bring-your-own-devices) and the Intune-managed device. You can also apply the MAM policy based on the managed state.
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'''Note:''' The policies do not apply when using the App in personal context and does not affect end-user productivity.&nbsp;
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1.&nbsp;'''Generate:''' Displays the list of actions taken by the user on the agreement before it is published.
  
ICM Administrators can configure the ICM mobile application as a managed App using Intune configuration policies. To avail the benefits of Intune MAM settings, users have to download the ICM application from the Intune store set by the ICM Administrator and set company portal policies on their mobile phones.
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2.'''Approve:'''&nbsp;Displays the list of approvers as per the defined steps in the agreement, users that have approved the agreement, users with pending approval actions and for how long it has been pending with them.&nbsp;
  
Administrators can now:
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3. '''Execute:&nbsp;'''Displays details such as internal/ external signatories that have either signed the agreement or whose signatures are pending.
  
*Enroll the device in Microsoft Intune.  
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4. '''Manage:&nbsp;'''Displays the 5 most recent logs of the actions taken by the user to manage the agreement post-execution.
*Configure the access privileges for users and user groups for ICM Mobile application using Microsoft Intune policies.
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*Pre-configure the system URL so that users do not need to enter it every time.
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*Manage and protect organization's data within an application.<br/> &nbsp;  
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== ICM Application Enhancements ==
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'''Note''':&nbsp;
  
<span style="color:#008000;">'''571054 Ability to add global favorites to entity details page'''</span>
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*The chevron view is only applicable to agreement contract type (agreement&nbsp;and amendment).
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*By default, the chevron is disabled; it can be enabled for selected contract types.
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*The chevron labels support localization.
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<div class="image-green-border">[[File:7.14 release note 1.png|720px|7.14 release note 1.png]]</div> <div class="image-green-border">&nbsp;</div>
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'''<span style="color:#008000;">512931 Visibility of sections on the left navigation pane to non-team users</span>'''
  
ICM Administrators &nbsp;can already set default favorites so that specific users &nbsp;can access relevant information targeted for them using global favorites. These global favorites are added to the Index page corresponding to the selected entity.&nbsp;
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The administrator can configure access control for users who are not part of the team to sections/ sub-sections in the left navigation pane at the contract type level. The non-team users are generally at a higher level in the organization and may want a quick glance at the contract.&nbsp;
  
With this release, this functionality is further enhanced so that Administrators can choose to add global favorites to the Entity Details page. &nbsp;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 identify the actions that need to be taken. At the entity level, it helps users access relevant information from within an entity, rather than at the Index page &nbsp;(outside the entity).
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This can be achieved through a backend configuration for the non-team user role in panel mapping as required and is applicable to agreements, amendments, contract requests and association.<br/> &nbsp;
  
ICM Administrators can now:
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<span style="color:#008000;">'''659725 – Ability to easily navigate to related entities in multi-level hierarchy'''</span>
  
*Choose to add global favorites to Entity Details page for specific users to view them in the associated parent or peer entity's Details page.&nbsp;
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With this release, ICI Business Applications and Implementation teams get the flexibility to set smart link as a means of easy navigation across related entities.
*Have global favorites added by default to the corresponding selected entity's Index page.
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<div class="image-green-border">Configurators can:&nbsp;</div>  
*Add a particular global favorite to both – Index page and Entity Details page.  
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*Configure a smart link across any ICI entity that defines the entity relationships.
<div class="image-green-border">[[File:7.12 Global Favorites 1.4.png|720px|7.12 Global Favorites 1.4.png]]</div>  
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*Set the configured smart link in the left navigation pane and control its access privileges using ICI standard left pane configuration capabilities.
'''Note:&nbsp;'''
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*A maximum of 4 global favorites are displayed to the user based on the security groups permissions.
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Users can:&nbsp;
*The global favorites will always be appended at the end for a user per entity type.
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*If 4 favorites for an entity already exist, then the global favorite is added at the bottom of the saved search drop-down.
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*Click on the left navigation link from an agreement contract type that will render the smart link result in grid.&nbsp;
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*Access existing ICM grid’s capabilities such as searching, sorting, filtering or exporting results as CSV/Excel for Smart Link results.
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<div class="image-green-border">[[File:7.14 release note 2.png|720px|7.14 release note 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Any changes made to the smart link configuration, will reflect in any subsequent smart link results rendered from the left navigation pane. The filter/ search will also work for the right pane grid.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The smart link configured for left pane through saved search settings will only be available on the left navigation pane and will not appear in the 3 dots select action drop-down and under Smart Links icon on Entity Details page.</div> <div class="image-green-border"><br/> For example, consider&nbsp;entities related in multi-level hierarchy as ''Agreement > Obligations > Fulfillments''. Earlier users had to navigate through obligations in order to access the child fulfillments.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can now navigate directly from parent agreement to grand-child fulfillments using the smart link added to the agreement’s left navigation pane, thus saving number of clicks and page loads, and improving efficiency.</div> <div class="image-green-border"><br/> [[File:7.14 release note 3.png|720px|7.14 release note 3.png]]</div>
 
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'''<span style="color:#008000;">625385 Displaying search results by relevance</span>'''
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'''<span style="color:#008000;">584439 Introducing the Contract Manager role for agreements&nbsp;</span>'''
  
The ICM search functionality on the Home and Advanced Search pages has been entirely revamped to provide a better, more user-friendly experience. In previous versions, the results were displayed in the descending order of last modified record. While the previous order helped users to find latest records based on the search term entered, they will now be able to find entries that are exact and/or close matches specific to their query.
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In the contracting process, a Contract Manager/ Owner manages or owns the agreement and is generally different from the user who has created/ initiated the agreement.
  
Users can now view relevant records on the very first page of the results. The results are displayed in the descending order of relevance to the term or keyword entered by the user in the search box.&nbsp;<br/> <br/> With this release:
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This user who is managing the agreement might change from time to time. For example, User A may have ownership during authoring process, whereas User B might look after the agreement during the negotiation process.&nbsp;
  
*Search results are displayed in order of relevance to the entered search query, with the best match(es) appearing as the top-most or most relevant result(s).
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Hence, the Contract Manager role has been introduced to manage agreement ownership throughout the agreement lifecycle.
*The top 10 most relevant search results will be displayed in the drop-down on the Home page, along with a View All Results link which redirects the user to the results details page for a more comprehensive view.
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*Search results are made more meaningful to the user by displaying whether the keywords/terms have been found in full text or attributes.
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*Entered keywords/terms are highlighted in the search results to provide the user with a context.
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*The occurrence of the search term is matched against both – the document as well as attributes of a record, giving more options to the user.
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*Hovering over the results displays details such as Created By, Created Date and Status about the entity. The details to be displayed can be changed through a technical configuration.<br/> &nbsp;
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'''Note''':
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With this release:&nbsp;
  
*On the Home page search result, the fields of types Currency and Date (or DateTime) are not as per the preferences of logged in user.  
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*Assignment of the user against contract manager role in the team can be only achieved through event rules using the ''Add To Team&nbsp;''action.  
*On the Home page, clicking the Search icon without entering a search criterion directs the user to the Advanced Search page. The results here are sorted as per the last modified time, however the sorting drop-down displays the text Relevance by default.<br/> &nbsp;
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*Only one contract manager is available inside the agreement at any given point of time.  
<div class="image-green-border">[[File:7.12 Search 1.png|720px|7.12 Search 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
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*The contract manager will have provisions same as that of primary owner.
<span style="color:#008000;">'''551111 – Grouping of actions on index page'''</span>
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*The contract manager name is displayed on the agreement summary page.  
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*Agreements can be searched using the contract manager name.  
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*Managing adhoc modification for the contract manager role user will be restricted inside the agreement''Team'' tab similar to primary owner role user.
  
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.&nbsp;
 
 
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. &nbsp;<br/> &nbsp;
 
<div class="image-green-border">[[File:551111 Grouping of actions on index page.jpeg|720px|551111 Grouping of actions on index page.jpeg]]</div>
 
 
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'''<span style="color:#008000;">568718 Additional Click to Sign signature option available for agreements</span>'''<br/> 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. &nbsp;
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<span style="color:#008000;">'''555890 Ability to create peer agreement from within the base agreement'''</span>
  
If the signatory checks the box accompanying the footnote in the Preview window, and accepts the terms and conditions in the agreement, it is used to mark the agreement as accepted and signed by the signatory. The signatory also has the usual option of rejecting to sign the agreement, with the agreement going back to the Draft state.&nbsp;
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Previously, it was possible to create an agreement from the Create Agreement page and link it to another agreement contract type and inherit values from it.&nbsp;
  
ICM Administrators who are authorized to create contract types can now add Click to Sign as an option in the signature type attribute to make this signature flow available for contracts of that type.&nbsp;
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With this release, you can create peer agreements directly from within their associated base agreement inheriting all the attribute values of the base agreement. For example, you can create a SOW directly from the MSA. This is achieved by enabling the following flags - ''Allow Peer Creation Wizard, Allow Multiple Instances ''and ''Allow Two-Way Linkage''.
<div class="image-green-border">[[File:568718 Additional Click to Sign signature option available for agreements.png|720px|568718 Additional Click to Sign signature option available for agreements.png]]</div>
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&nbsp;
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<span style="color:#008000;">'''551119 – Ability to copy and create existing commitments'''</span>
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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.
 
<div class="image-green-border">[[File:7.12 Copy Commitment RN.png|720px|7.12 Copy Commitment RN.png]]</div>
 
 
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<span style="color:#008000;">'''572764 – Ability to scan files for viruses when uploading to ICM'''</span>
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<span style="color:#008000;">'''732038 – Ability to use parent’s Organization Unit path when creating associated document'''</span>
  
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 a user uploads a file using the ''File Upload'' attribute in ICM or a file is uploaded through an API. The users will be notified with the details of the scan status by a popup window during the creation flow if any malicious content found during the scan.&nbsp;
+
Previously, when creating an associated document, the Organization Unit path of the logged in user gets set, irrespective of the parent agreement’s organization unit path. However, when the parent document is updated, the associated document’s organization unit path is updated to reflect the parent document’s organization path.
  
Users can now:
+
With this release, during creation, the organization unit path of the parent document will be displayed by default as the organization path for the associated document, thus improving the usability.&nbsp;
 +
<div class="image-green-border">[[File:7.14 release note 6.png|720px|7.14 release note 6.png]]</div>
 +
For example, if the organization unit path of the logged in user is /Icertis, but the path of the parent agreement is /Icertis/autoproducts, then the associated document will now display&nbsp;the parent entity’s path i.e. /Icertis/autoproducts. Hence, both parent and child documents will have the same organization unit path at the time of creation as well as updation.
 +
<div class="image-green-border">[[File:7.14 release note 7.png|720px|7.14 release note 7.png]]</div>
 +
This is applicable to the following associations:&nbsp;
  
*Scan all supported file formats by default during upload.
+
*Import of Association (Line Item)
*Scan files in bulk.
+
*Auto Attachment Association
 +
*Obligation/ Fulfillment (Association of Association)
  
File scanning while uploading through Word and Excel plugins is handled through API.
+
The existing event rules apply for the association creation and changes made to organization path via event rules are captured in the History.
<div class="image-green-border">[[File:7.12 Virus scan 2.png|720px|7.12 Virus scan 2.png]]</div>
+
&nbsp;
+
 
+
<span style="color:#008000;">'''574087 – Ability to add auto-attachments as associations via event rule'''</span>
+
 
+
As part of the 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.
+
 
+
This process is now simplified by allowing users to attach predefined standard documents automatically to associations based on defined event rules.
+
 
+
Users can now:
+
 
+
*Maintain a repository of standard documents in masterdata.
+
*Define the mapping between associations for auto-attachments for agreements.
+
*Define rules and saved search to trigger the auto-attachment process for associations.
+
*Bifurcate auto-attachments from manual attachments when copying an agreement.
+
 
+
'''Note: '''This is applicable for agreements and amendments.
+
  
 
&nbsp;
 
&nbsp;
  
<span style="color:#008000;">'''572767 – Ability to download all associated documents of expired agreements and amendments'''</span>
+
<span style="color:#008000;">'''575665 – Ability to capture multiple email IDs in a single data type'''</span>
  
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.&nbsp;<br/> 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.&nbsp;
+
Previously, while processing agreements/ requests, email notifications were only being sent to the users who were provisioned in the ICI system.
<div class="image-green-border">[[File:7.12 Download All 3.3.png|720px|7.12 Download All 3.3.png]]</div>
+
&nbsp;
+
  
<span style="color:#008000;">'''572767 – Ability to download all associated documents of expired agreements and amendments'''</span>
+
With this release, users will now be able to capture multiple email addresses at run time in a single attribute configured at the contract type level and send automated email notifications. With this, the business processes and requirements emails are communicated in a better way.&nbsp;
  
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.&nbsp;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.&nbsp;
+
Users can now:&nbsp;
  
The Administrator can 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.&nbsp;<br/>  
+
*Capture multiple valid internal or external email addresses while working on agreements/ requests.  
 
+
*Configure email attribute in Notification Subscriptions as To, Cc and Bcc recipients.  
<span style="color:#008000;">'''550178 – Enabling search for extended template metadata'''</span><br/> Earlier in ICM, templates had only predefined metadata such as Name, Clause Code, Clause Group, and so on.&nbsp;
+
 
+
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 faceted search on the template index page.
+
  
 
&nbsp;
 
&nbsp;
  
'''<span style="color:#008000;">569901 – Ability to resize popup windows</span>'''<br/> Previously, popup windows within ICM had a fixed size and were static, which enabled users to only view information displayed on the popup.
+
<span style="color:#008000;">'''583186 – Ability to add amendment on expired agreement'''</span>
  
Users can now resize and drag User Selection (Grid View), Lookup and Add Association popup windows. This enables them to get a context of their location in ICM and the content behind the window. Additionally, user-experience is enhanced for smaller popups as they can be expanded on bigger screens.
+
Currently in ICI, users have to revive the agreement from ''Expired ''to ''Executed ''state by resetting its expiry date and then add amendments to it.
<div class="image-green-border"><br/> [[File:7.12 UX 2.png|720px|7.12 UX 2.png]]</div>
+
&nbsp;
+
  
'''<span style="color:#008000;">572756 – Ability to exclude auto-attached documents from the copied association</span>'''
+
With this release, the process is standardized by providing the option to add amendments to expired agreements. The amendment creation for expired agreement follows the existing ICI amendment workflow. The agreement is then revived by extending its expiry date as per the amendment.&nbsp;
  
ICM allows attaching standard documents from the masterdata repository as associations to the agreement based on the defined event rule on the agreement.
+
The ''Add Amendment ''action is configurable through role action mapping on the expired state of&nbsp;the agreement. By default, the primary owner, secondary owner and contract manager can add amendments to the expired agreements.
 +
<div class="image-green-border">[[File:7.14 release note 8.png|720px|7.14 release note 8.png]]<br/>  </div>
 +
<span style="color:#008000;">'''593928 – Ability to configure sender email ID for automated emails'''</span>
  
When a user copies the agreement with auto-attached associations, system excludes all auto attached associations from being copied to the new agreement. The auto-attached associations won’t be displayed on the ''Copy Record ''window. The resulting agreement will have the selected manual associations and its own auto-attached associations as per the configured rules. This avoids the unnecessary upload of files into the ICM repository and duplication of association records on copied agreement as it will have its own auto-attached documents.
+
Previously in ICI, all automated emails were sent with one generic email ID based on the set up done for subscription under the notifications.
  
Users can now select auto-attachment associations when an agreement is sent for signature along with the bundled association and download all associations of an agreement in the ZIP format.&nbsp;
+
With this release, the capability is provided to configure the sender’s email ID (From email address) dynamically based on the specific contract type or instance of a record.&nbsp;
 
+
&nbsp;
+
 
+
<span style="color:#008000;">'''551117 – Associated document content including table headers in the preferred language'''</span>
+
 
+
Earlier in ICM, if the language preference was English and the user created an agreement using a French 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 French , but the association table header (title) would be in English.&nbsp;
+
 
+
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 French.
+
<div class="image-green-border">[[File:7.12 Associations content localization 11.png|720px|7.12 Associations content localization 11.png]]</div>
+
&nbsp;
+
 
+
<span style="color:#008000;">'''572768 – Display internal and external reviewer roles based on user type'''</span>
+
 
+
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 this option and add a user or user group as reviewer. &nbsp;
+
 
+
Previously, if the selected reviewer was an internal user, or a user group of internal users exclusively, then the team role/user role was depicted as External Reviewer in the Team and the History tabs respectively, on the agreement details page. &nbsp; &nbsp;
+
 
+
With this release:&nbsp;
+
 
+
*An internal user added as a reviewer will be displayed as internal reviewer.&nbsp;
+
*An external user added as a reviewer will continue to be displayed as external reviewer.&nbsp;
+
*User group containing all internal users are displayed as internal reviewer and user group with external users are displayed as external reviewer.
+
*Administrators will be able to define actions and action display names for different entities and states for internal and external reviewer roles, respectively.&nbsp;
+
 
+
'''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.
+
<div class="image-green-border">[[File:7.12 Internal External User Role 3.3.png|720px|7.12 Internal External User Role 3.3.png]]</div>
+
'''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.
+
 
+
&nbsp;
+
 
+
'''<span style="color:#008000;">568773 – Ability to create and send agreements for approval during bulk creation&nbsp;</span>'''<br/> 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 had to configure a saved search and perform 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.&nbsp;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.&nbsp;
+
 
+
When the Target Workflow Action attribute is set to Create and Send for Approval and bulk agreements are generated on the model agreement&nbsp;:&nbsp;
+
 
+
*Approvers get added to the agreement’s team based on the configured rules.
+
*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.
+
*If no approver is present in the agreement’s team, the agreement will be approved automatically and its status will be updated as Approved.
+
 
+
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 as the model agreement during the bulk creation process.&nbsp;
+
 
+
A boolean attribute Enable Template ReEvaluation is added in existing bulk configuration masterdata contract type.&nbsp;
+
 
+
*When Enable Template ReEvaluation attribute flag is set to Yes, the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The template can be different or same as the model agreement depending on the configured rules.&nbsp;
+
*When the Enable Template ReEvaluation flag is set to No, the template used for bulk created and model agreements will be the same.
+
 
+
Any Template Selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.<br/> &nbsp;
+
 
+
<span style="color:#008000;">'''550187 – Provision to send notifications for commitments'''</span><br/> ICM has the provision to track the milestones in an agreement with the commitment functionality.&nbsp;
+
<div class="image-green-border">With this release, users can now send notifications for commitments manually using the Send Notification option, as required. Users can also customize the notification and send for individual commitment or in bulk.<br/> [[File:550187 Provision to send notifications for commitments.png|720px|550187 Provision to send notifications for commitments.png]]</div>
+
&nbsp;
+
 
+
<span style="color:#008000;">'''572677 – Flexibility to control the agreement actions based on role of the user'''</span><br/> With this release, the access control for Agreements and Amendments has been extended to control additional agreement level tasks and actions based on the user role.
+
 
+
Users can control:
+
 
+
*The agreement actions such as Compare Documents, Compare Clause Changes, Broadcast, and so on.
+
*Creation and disassociation of associated documents from an agreement.&nbsp;
+
*Linking and disassociation of peer associations from an agreement.
+
 
+
'''Note:''' The visibility of the individual reports available on the agreement details page through technical configuration.<br/> &nbsp;
+
 
+
<span style="color:#008000;">'''572781 – Ability to copy existing agreement from the agreement index page'''</span>
+
 
+
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 so that users can perform the copy action without having to navigate into the individual agreement details page.
+
 
+
Authorized users can now click the Copy Record icon on the agreement index page to copy it for creating a similar agreement.&nbsp;
+
 
+
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 attribute flag is set to True at the contract type level. If the association flag is set to False, a validation is displayed.
+
<div class="image-green-border">[[File:7.12 Copy from Index 6.png|720px|7.12 Copy from Index 6.png]]</div> <div class="image-green-border">&nbsp;</div>
+
<span style="color:#008000;">'''551116 – Support for extended clause metadata'''</span>
+
 
+
Previously, ICM had limited capability to capture additional attributes as part of clause creation.
+
 
+
With this release, an entity to extend attributes is introduced to add more attributes to clauses which will be useful in capturing more granular level details related to the clause.
+
 
+
Users can now:
+
 
+
•&nbsp;&nbsp; &nbsp;Create masterdata contract types with additional clause attributes.<br/> •&nbsp;&nbsp; &nbsp;View extended clauses attributes in the clause creation wizard.<br/> •&nbsp;&nbsp; &nbsp;Configure clause assembly rules using extended clause attributes.<br/> &nbsp;
+
 
+
<span style="color:#008000;">'''569900 – Ability to cascade team from contract request, agreement, amendment to its association'''</span>
+
 
+
Previously, ICM provided support to copy team role from a contract request, agreement and its amendment to its parent-child association. With this release, the support is being extended to copy team role from a 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:
 
Administrators can now:
  
*Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association.  
+
*Configure the sender information while setting up the subscription under ''Notifications'' using the specific user and/ or user attribute information in the agreement.  
*Copy all or selective team of the entity to its peer association on a parent or peer entity event.  
+
*Configure the email addresses for ''Reply To'' in the subscriptions setup which recipients can revert to.  
 +
*Send automated notifications from the configured email address with the configured ''Reply To'' user email addresses.
 +
<div class="image-green-border">[[File:7.14 release note 9.png|720px|7.14 release note 9.png]]</div> <div class="image-green-border">&nbsp;</div>
 +
'''<span style="color:#008000;">593938&nbsp;– Time Zone support for date-dependent automated processes</span>'''
  
Users can now:
+
In ICI, there are scheduled jobs that perform certain actions on&nbsp;agreements based on conditions. For example, an executed/ reviewed agreement gets expired based on the expiry date by a scheduled job. These scheduled jobs followed the Universal Time Zone (UTC) for taking actions on activities of agreement status changes.
  
*Sync/update the team of association when any team is added or removed from a contract request, agreement or amendment entity.
+
To satisfy the requirements of our customers worldwide, ICI now provides the flexibility for enterprise organizations to track the time zone/ region based on their regional offices or as needed by their vendors/ suppliers, etc. A time zone attribute is now provided that supports date factor which needs to be considered for the instance of an agreement.
*Capture audit logs while copying the team from the contract request, agreement or amendment entity to its peer association.  
+
  
&nbsp;
+
With this release:
  
<span style="color:#008000;">'''574611 – Ability to preview clause approvers on agreement modification'''</span>
+
*Users can configure a time zone attribute to track activities such as expiration, termination, auto-renewal, assignment and auto-supersede (supersedable by assignment, supersedable by amendment, supersedable by termination).
 +
*Based on selected time zone, day light saving constraint will be taken care of by mentioned scheduled job activities.
 +
*Scheduled jobs can be run based on the time zone captured on the agreement instance or based on the default behavior to follow UTC if the time zone is not configured or not captured on the agreement instance.
 +
*ICI application will take care of running scheduled jobs in different time zones which helps to consider multiple time zones used by an organization within the same ICI instance.
 +
*Expiry task is enhanced so that agreements expire at end of the day based on the expiry date.
  
With this release, contract authors will now be able to preview the list of clause approvers that are triggered when a clause is added, removed or replaced, and a new version of the agreement is created.&nbsp;
+
'''Note''':&nbsp;The time zone-based processing can be enabled for all contract types across&nbsp;ICI through a technical configuration. If time zone selection is enabled for the specific agreement at the contract type level, it then overrides the time zone at the system level.
 +
<div class="image-green-border">[[File:7.14 release note 10.png|720px|7.14 release note 10.png]]</div> <div class="image-green-border">&nbsp;</div>
 +
'''<span style="color:#008000;">512930 – Triggering service bus events for all actions</span>'''
  
The modifications can also be viewed on the Content Control Differences window, thus helping users to make informed decisions before actually creating a new version of agreement.
+
For implementation of outbound integrations, they will be listed on various event messages to performance downstream or upstream actions as per customer requirements. To do so, the missing event messages must be added for outbound integrations. Icertis integrates with customers using message bus, where they will be actively subscribing to all the events triggered by ICI.&nbsp;
<div class="image-green-border">[[File:574611 Ability to preview clause approvers on agreement modification.png|720px|574611 Ability to preview clause approvers on agreement modification.png]]</div>
+
&nbsp;
+
  
<span style="color:#008000;">'''574034 – Ability to have flexible contract type extension'''</span>
+
With this release, subscribers will receive a notification if the agreement expiry has been reset. The subscriber will be informed about the update only when the agreement is updated.&nbsp;
  
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&nbsp;extended attributes&nbsp;to agreements and associated documents.
+
The following system events are published on the message bus - Reset Agreement Expiry, Peer Agreement Association Creation, Peer Agreement Association Deletion, and Confidential and Non-Confidential Actions.<br/> &nbsp;
  
With this release, many ICM capabilities will now support the extension attributes in the same way as normal attributes.
+
<span style="color:#008000;">'''545126 – Availability of business status value in ICI event messages'''</span>
  
Users can now:
+
For outbound integrations to work seamlessly, the business status values along with the ICI status is required. Previously, the business status values were not available in event messages.
  
*Configure conditional&nbsp;attributes,&nbsp;tracking&nbsp;attributes,&nbsp;computations&nbsp;(enable expressions)&nbsp;to use as&nbsp;extended&nbsp;attributes.  
+
With this release, the event messages will also be available on adding items in the data properties via a hook to add the key/ values. This will be fetched at the time of custom integration. This flexibility can also be extended to add other key/ values as per the business requirement.
*Save extension attributes selection as a template for reuse.  
+
*Control access privileges&nbsp;for&nbsp;extended&nbsp;attributes based on the user role.
+
*Maintain audits for the&nbsp;extended&nbsp;attributes.  
+
  
&nbsp;
+
== Mobile App Updates ==
  
<span style="color:#008000;">'''551122 Localization support for clauses into templates'''</span>
+
'''<span style="color:#008000;">660965 Refresh agreement list on approval</span>'''
  
Previously in ICM, there was no provision to have localization of clauses that could be used to create agreements in different languages. Hence, users had to create multiple templates to be able to create agreements in different languages.
+
Currently, Icertis mobile app users perform actions on agreements/ requests such as approve, reject and request review. However, the status of the agreement/ request list did not refresh automatically.&nbsp;
 
+
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 with localized clauses that can be used to create a localized agreement. This considerably reduces the efforts of creating and managing multiple templates to support different languages.
+
 
+
&nbsp;
+
 
+
<span style="color:#008000;">'''550181 – Rules implementation for localized masterdata attributes'''</span><br/> 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 with 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:
+
 
+
*Trigger a rule if the masterdata value has been localized on the agreement, contract request, association or the masterdata on the create/edit page.&nbsp;
+
*Trigger a rule if any lookup type attribute is updated using Icertis Experience for Word.&nbsp;
+
*Configure any rule type as all rules now have localization support.
+
*Evaluation of localized values will be supported for all rule types given that the rule is configured in the English language.
+
 
+
&nbsp;
+
 
+
<span style="color:#008000;">'''551105 – Ability to define nomenclature for Association Agreement Code for Peer and child entity'''</span>
+
 
+
Previously in ICM, tracking individual associated records such as line items, rounds and awards back to their related RFQ was tedious.
+
 
+
With this release, ICM provides a capability to define a custom agreement code with reference to the peer and parent-child contract type at the time of creating associations for that agreement contract type.
+
 
+
Users can now:
+
 
+
*Set a boolean attribute to define the custom nomenclature for the selected association contract type which can be either peer or parent-child.&nbsp;
+
*Define the separator for the association agreement code with available options.&nbsp;
+
*Define the parameters for the association agreement code from the available selection attributes such as parent attribute, selected association attributes and agreement code suffix.<br/> &nbsp;
+
<div class="image-green-border">[[File:7.12 Custom Agreement Code 3.png|720px|7.12 Custom Agreement Code 3.png]]</div>
+
'''Note:''' Users will be redirected to the ''Create Agreement ''wizard while creating associations for the agreement contract type that has custom nomenclature enabled.
+
 
+
&nbsp;
+
 
+
<span style="color:#008000;">'''550193 – Extended number of records while adding a table as an association'''</span>
+
 
+
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.
+
 
+
&nbsp;
+
 
+
<span style="color:#008000;">'''585000 – Ability to define parent-child relationship for peer associations'''</span>
+
 
+
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 or child associations.
+
<div class="image-green-border">[[File:7.12 Linkage Type 10.png|720px|7.12 Linkage Type 10.png]]</div>
+
&nbsp;
+
 
+
<span style="color:#008000;">'''574036 – Ability to configure and control access privileges based on role'''</span>
+
 
+
ICM now provides the capability to define new roles for agreements, amendments and associated documents as per business requirements and control their access using existing ICM functionalities (such as Role Action Mapping, Attribute Group Privileges and Security Groups).
+
 
+
'''Note:''' Custom roles do not support the workflow actions dependent upon other action requests (For example, workflow actions ''Approve'' and ''Reject'' for ''Send'' ''for'' ''Approval ''action).
+
 
+
&nbsp;
+
 
+
<span style="color:#008000;">'''645417 – Ability to create agreement with latest approved version while using Copy Agreement functionality'''</span>
+
 
+
Previously in ICM, the existing agreement’s template version was used to create a copy during ''Copy Record'' process even if the updated latest template was available in the system.
+
 
+
With this release, the source agreement’s latest approved template will be selected by default to create the copy.
+
 
+
&nbsp;
+
 
+
'''<span style="color:#008000;">547854 – Ability to implement bulk association to support large volume data of associations</span>'''<br/> The bulk associations capability has enabled ICM to handle large number of associations in the tune of thousands, by presenting itself as a lightweight association as well as tremendously improving performance.&nbsp;
+
 
+
The bulk association configuration has now been simplified by providing a Enable Bulk Processing flag at contract type definition level which triggers a set of defaults that has been intentionally restricted. The end user experience for the bulk association has not changed from the way that the conventional association is handled from the UI, rather the underlying data structure has been further enhanced to make it go the distance.&nbsp;
+
 
+
Performance has been the key while introducing and designing this new association, which has given way to the new type of instance, namely the Proxy Instance, which is retrieved in every GET call. The actual instances are referred by using this proxy instance, thereby reducing the load on the GET APIs. Specialized GET and SET APIs have also been introduced for bulk associations to improve its adaptability and ease-of-use.
+
 
+
Bulk associations have very effectively consumed the Elastic Search Bulk API to sync a large set of data at one go, rather than the traditional way of one instance at a time, adding to the boost in performance.
+
 
+
Bulk association is tweaked to be able to address the large data situation that Sourcing apps require, including:
+
 
+
*Disabling the workflow.&nbsp;
+
*Restricting the system associations to just team.&nbsp;
+
*Restricting document assembly.&nbsp;
+
*Simplifying the association team by maintaining team at proxy level to use access level as ALL or NONE, using a layer over the existing robust ICM authorization.&nbsp;
+
*Restricting indexing of bulk associations attributes in the parent, which can be achieved through a technical configuration.&nbsp;
+
<div class="image-green-border">[[File:547854 Ability to implement bulk association to support large volume data of associations.png|720px|547854 Ability to implement bulk association to support large volume data of associations]]</div>
+
&nbsp;
+
 
+
<span style="color:#008000;">'''609753 – Enabling FIPS (Federal Information Processing Standards) compliance in ICM'''</span>
+
 
+
With this release, ICM has enabled support for FIPS compliant encryption algorithms.
+
 
+
&nbsp;
+
  
== ICM API Enhancements&nbsp; ==
+
In our effort to consistently improve usability of the mobile app, the agreements/ requests list will now be refreshed once the action (approve, reject or request review) is performed.
 +
<div class="image-green-border">[[File:7.14 release note 11.png|720px|7.14 release note 11.png]]<br/> &nbsp;</div>
 +
== ICI API Enhancements&nbsp; ==
 
<div class="image-green-border">
 
<div class="image-green-border">
<span style="color:#008000;">'''553319 Additional APIs for amendments, contract requests and searches in ICM API 2.0'''</span>
+
<span style="color:#008000;">'''607867 ICI API 2.0 Implementation'''</span>
  
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.
+
With this release, masterdata APIs have been introduced that will allow business applications to interact with ICI using standard API nomenclature for masterdata.
  
These include:
+
Enhancements include:
  
*Amendment APIs&nbsp;  
+
*Addition of Masterdata APIs&nbsp;  
**In addition to the existing APIs to create amendments, new API are provisioned to create orphan amendments in the system. 
+
**Users can now update the masterdata instance
*Contract Request APIs
+
**UserName field is returned in Get Team API as part of the response.   
**In addition to the existing APIs to manage contract requests, new APIs have been added to support getting and adding associations in a contract request. 
+
*Search APIs
+
**Search API have been added to allow users to query agreements and related entities across multiple contract types.
+
**Search APIs have been added to allow creating,&nbsp;executing and deleting saved searches.   
+
  
&nbsp;
+
*Support for hook framework in API 2.0. customization written at the model layer using hook framework will run seamlessly when invoking API 2.0 as well.
 
</div>  
 
</div>  
== Enhancements to ICM Add-ins&nbsp; ==
+
== Enhancements to ICI Add-ins&nbsp; ==
  
<span style="color:#008000;">'''619841 Introducing Icertis Experience for Word'''</span>
+
<span style="color:#008000;">'''714872 Improved document usability'''</span>
  
With this release, two ICM Add-ins, NegotiateAI and Icertis Experience for Word, have been merged to provide users a seamless experience.&nbsp;<br/> Icertis Experience for Word can be leveraged to create, edit and manage templates, clauses and agreements.&nbsp;
+
Earlier, ICI placed each content control in a separate paragraph line. Dynamic clauses are added inside the blank content control and they get assembled when the rule is satisfied. Content controls of dynamic clauses for which the rules are not satisfied remain as placeholders.&nbsp;
  
Using Icertis Experience for Word, it is now possible for:&nbsp;
+
These placeholders show up as an extra line if the “paragraph control -is switched on. This is true for most of the legal user persona as when they review the document, they always keep this control on. This is identified as a usability concern as this is not only an issue for the customer user, but a bigger one for their customers/ suppliers as well.
  
*ICM Administrators to configure and setup Icertis Experience for Word.&nbsp;
+
With this new functionality, now the end-user no longer views these as separate lines in the assembled document for assembled clauses that are not evaluated, thus improving the user experience and usability.
*Users to work with templates, clauses and agreements.&nbsp;
+
<div class="image-green-border">[[File:7.14 release note 4.png|720px|7.14 release note 4.png]]</div> <div class="image-green-border">&nbsp;</div>
*Users to perform different tasks such as creating, editing and deleting template variables. &nbsp;
+
With this release:
*Users to tag attributes, clauses, associations, signatories and template variables. &nbsp;
+
 
+
'''Note: &nbsp;'''
+
 
+
*Users can view and edit only those clauses and agreements for which they have Manage privilege in ICM.&nbsp;
+
*To edit an agreement, a user needs to download the agreement document and open it in Icertis Experience for Word.&nbsp;
+
<div class="image-green-border">[[File:619841 Introducing the new and improved Icertis Experience for Word.png|720px|619841 Introducing the new and improved Icertis Experience for Word.png]]</div>  
+
&nbsp;
+
  
<span style="color:#008000;">'''487082 – Ability to perform agreement workflow actions from Icertis Experience for Word'''</span>
+
*All the content controls are put together in a single paragraph on any line with valid content.
 +
*One paragraph is added after the resolved clauses, so that it does not affect the deviation analysis of the previous clause.
 +
*An empty paragraph following the clause is added if the preceding content is a clause. This will contain all the clauses that are not satisfied by the clause assembly rules.
 +
*If all the content controls are together, they appear in Icertis Experience for Word as part of the main paragraph.&nbsp;
 +
*Clauses removed in the previous version are marked as deleted in the Clause Comparison Report and the user can insert a comment when editing the document.
 +
<div class="image-green-border">[[File:7.14 release note 5.png|720px|7.14 release note 5.png]]</div> <div class="image-green-border">&nbsp;</div>  
 +
'''Note''':&nbsp;
  
Previously, tasks related to template and clause management could be managed using Icertis Experience for Word. However, to manage agreement workflow related tasks, users had to switch to ICM Web.&nbsp;&nbsp;&nbsp;&nbsp;
+
*Only file-based clauses are supported.
 +
*Custom fonts at the content control level of the rule-based clauses are currently not supported in the template.
 +
*Location-specific (such as center-justified) rule-based clauses cannot be tagged.  
 +
*Numbering at the template level is not supported.
 +
*One paragraph will be added after the resolved clauses, so that it does not affect the deviation analysis of the previous clause.
 +
*A clause with comments only will not be reassembled after the approved state unless the agreement is edited. This is handled through a technical configuration.  
  
Now, users can directly perform agreement actions such as ''Send for Approval, Approve, Reject,'' and''Recall'' from Icertis Experience for Word itself, instead of navigating to ICM Web.
 
<div class="image-green-border">[[File:487082 Ability to perform agreement workflow actions from Icertis Experience for Word.png|720px|487082 Ability to perform agreement workflow actions from Icertis Experience for Word.png]]</div>
 
 
&nbsp;
 
&nbsp;
  
'''<span style="color:#008000;">571651 – Ability to view deviations in Icertis Experience for Word</span>'''
+
<span style="color:#008000;">'''660390 – Ability to show more clauses per group'''</span>
  
With this release, the deviated clauses will be highlighted in the latest version of the agreement within Icertis Experience for Word. Clause deviation details such as ''Status, Deviated by, Deviated on'' as well as a link to view the agreement in ICM are displayed.
+
With this release, clauses are displayed in a set of 30 clauses per page and pagination has been provided on the clauses, clauses in templates and clauses in agreement pages.
<div class="image-green-border">[[File:571651 Ability to view deviations in Icertis Experience for Word.png|720px|571651 Ability to view deviations in Icertis Experience for Word.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+
== Enhancements to Artificial Intelligence Applications in ICM ==
+
  
<span style="color:#008000;">'''510546 Establishing a contract lineage using AI'''</span>
+
This gives users the option to view clauses that are available in the library in sets of 30 using the previous and next action arrows.
 +
<div class="image-green-border">[[File:7.14 release note 12.png|720px|7.14 release note 12.png]]</div> <div class="image-green-border">&nbsp;</div>
 +
<span style="color:#008000;">'''707652 Availability of extended attributes for clauses and templates in Icertis Experience for Word'''</span>
  
510546 – Establishing a contract lineage using AI<br/> 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, commitments and associations also get added, updated or removed. Even after the contract is executed, many addendums get added subsequently; or multiple clauses get replaced with new ones in the amendments, and so on. With such a high number of transformations, it is difficult to keep track of which clause or attribute is in force for a contract.&nbsp;
+
In ICI, users capture additional details for clauses and templates in the extended attributes.
  
ICM has improved usability by using AI so that users can now visualize the changes done to the contract over a period of time, so that all the changes made are visible in the contract at one go.&nbsp;<br/> <br/> Contract owners can now:&nbsp;
+
These extended attributes are now available in Icertis Experience for Word itself, thus reducing the effort for users to swap between ICI and the add-in to complete simple activities like creation or modification of clauses and templates.
 +
<div class="image-green-border">[[File:7.14 release note 13.png|720px|7.14 release note 13.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''<span style="color:#008000;">664488 – Ability to take deviation workflow actions from Icertis Experience for Word</span>'''</div>
 +
Earlier, users were able to view clause deviations details within Icertis Experience for Word, but not take actions on them.
  
*Easily see the changes in the clauses, attributes, team members, statuses, versions, commitments and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently.  
+
Now, the deviation approver can not only view the deviation details, but also approve or reject them directly from the add-in instead of having to navigate to ICI to take these actions.
*Get a consolidated view of changes by grouping them into weeks, months, quarters or years.  
+
<div class="image-green-border">[[File:7.14 release note 14.png|720px|7.14 release note 14.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.14 release note 15.png|720px|7.14 release note 15.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><span style="color:#008000;">'''660383 – Validation on incorrect tagging of clauses in Icertis Experience for Word'''</span></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Previously, depending on the cursor position in Icertis Experience for Word, a newly added clause would get added to a template/ document.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Now, clause content control has been improved so that a validation message is displayed informing users that they are trying to insert a clause within an existing clause.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">This allows them to take corrective actions and ensure that the clause is inserted at the appropriate position to be tagged before publishing the document.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.14 release note 16.png|720px|7.14 release note 16.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><span style="color:#008000;">'''667815 – Ability to upload email as association of an agreement using Outlook Add-in'''</span></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Earlier, ICI provided support to directly upload files received over email as associated documents using the ICI Outlook plug-in.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">With this release, the Outlook Add-in has been further enhanced so that users can now directly upload emails as associated documents for an agreement from within Outlook.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can now upload the entire email conversation in .docx and .msg format to create a new instance of the associated document or to supplement an existing associated document, thereby considerably saving time and effort for contract authors.</div>  
*View the previous and changed values of individual attributes, clauses, and so on.  
+
*Track the change history of individual attributes and clauses throughout the contract life cycle, with a single click.  
+
<div class="image-green-border">[[File:510546 Establishing a contract lineage using AI.png|720px|510546 Establishing a contract lineage using AI]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:510546 Establishing a contract lineage using AI2.png|720px|510546 Establishing a contract lineage using A2]]</div>  
+
 
&nbsp;
 
&nbsp;
  
<span style="color:#008000;">'''575397 – Improved AI discovery model'''</span>
+
== Enhancements to Artificial Intelligence Applications in ICI ==
  
ICM’s existing discovery model discovers 14 attributes and more than 40 clauses from MSA, NDA or SoW type of agreement documents.&nbsp;<br/> With this release, the process of discovering attributes and clauses has been improved to achieve better accuracy by training the in-built discovery model with a wide variety of agreements.&nbsp;
+
<span style="color:#008000;">'''662334/716399 – Introducing AI powered Playbook in Icertis Experience for Word'''</span>
  
The existing ObligationAI model has been enhanced to discover the obligations in a more robust and accurate manner.<br/> <br/> Key highlights of this feature are:&nbsp;
+
With this release, ICI is introducing a legal playbook in Icertis Experience for Word&nbsp;that uses artificial intelligence to identify exceptions in the contract and actions taken on them, as well as assess the risk when these exceptions are accepted by the negotiators to be able to take corrective actions and mitigate risks.
  
*The overall discovery accuracy of out-of-the-box attributes has been improved by more than 15%.
+
Earlier, negotiators had to manually review each clause to find deviations or track how the negotiations have proceeded through multiple exchanges over a period of time and detect the risks of the agreement.
*With the enhanced model, the discovered values of out-of-the-box attributes such as payment terms, notice period for termination, auto renewal, evergreen agreement, compliance standard mentioned in agreement, contract value, etc. are near perfect.
+
*ObligationAI model is improved to identify following types of obligations out-of-the-box:
+
**Contract deliverables, compliance and audit, performance related obligations, project prerequisites and assumptions, incident management, contract governance, payouts and invoicing as well as contract termination. 
+
<div class="image-green-border">[[File:575399 UX revamp to display discovered entities and original document side-by-side.png|720px|575399 UX revamp to display discovered entities and original document side-by-side.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''<span style="color:#008000;">602198 – Support for user created attributes in NLP search</span>'''</div>
+
In the previous release, the ICM AI-enabled mode of searching supported querying on system and seeded attributes 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 “''contracts in region as EMEA''” would fetch the correct results even if “region” is a display name of a user defined attribute. In addition to this, NLP search is also enhanced to consider string operators such as “''starts with''” and “''contains''”, for example, “''contracts where supplier name starts with Adobe''”.<br/> &nbsp;
+
Now, ICI supports digitization of the legal playbook using masterdata that allows users to define and parameterize multiple playbook positions (data types) for standard library clauses or contract types, define rules for playbook exceptions, and assign risk scores for each playbook exception.
  
<span style="color:#008000;">'''575399 – UX revamp to display discovered attributes and original document side-by-side'''</span>
+
The exceptions are identified by the ''NegotiateAI'' app using the discovery process allowing users to review and take corrective actions. Based on the actions taken, a risk assessment is done and a risk report is then available which displays the cumulative risk scores across different versions.
 +
<div class="image-green-border">[[File:7.14 release note 17.png|720px|7.14 release note 17.png]]</div>  
 +
Negotiators can now:
  
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.
+
*Define the structure and setup the playbook by configuring a masterdata in ICI.
 +
*Define the parameters and rules to raise playbook exceptions for supported data types (number, currency, percentage and string). For example, define the range for limitation of liability and raise an exception if it is out of range.
 +
*Use artificial intelligence to identify and highlight the playbook exceptions in the document.
 +
*Review all discovered exceptions that are listed down on the page and take corrective actions as required.
 +
*Assess the risk of each revised contract version when exceptions are accepted using risk assessment scores.
 +
*Review the version-wise cumulative risk using a risk report.
 +
<div class="image-green-border">[[File:7.14 release note 18.png|720px|7.14 release note 18.png]]</div>
 +
By default, the playbook is disabled and can be enabled by setting parameters in the configuration key.
  
With this release, when contract negotiators trigger the discovery process, they can readily view the progress of AI discovery within the agreement details page.
+
<br/> <span style="color:#008000;">'''575450 – Supporting clause hierarchy in .docx agreements'''</span>
  
When the discovery for one of the entities is complete, contract negotiators will now have an option to launch an interface in a new tab/window where the discovered clauses, attributes, tables and obligations are displayed alongside the agreement document. On clicking any of the discovered entities, the system automatically scrolls to the page where that entity is present in the document.
+
Previously, clauses discovered through DiscoverAI followed a flat structure in which every paragraph was identified as a clause and assigned a clause category. However, in a contract, each paragraph could be part of a typical hierarchy where, for example, a clause might be a combination of multiple paragraphs forming one section.
  
&nbsp;
+
With this release, DiscoverAI is being considerably enhanced to identify the different levels within a clause. Users now have a distinct visual representation of clauses with sub-sections of clauses displayed in a delineated view, during the clause discovery process. The hierarchical representation of clauses helps users to compare clause sections, sub-sections, and so on.&nbsp;
 
+
<span style="color:#008000;">'''575455 – Improved discovery process performance and parallel processing of multiple documents'''</span>
+
 
+
Previously, upon receiving multiple requests, the AI discovery model added them in a queue form and processed each document sequentially. The time taken to complete the discovery of documents was also considerably high.
+
 
+
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 of document discovery has now been significantly reduced. On an average, the time taken to complete the discovery process of a typical contract has been improved by more than 100%. For very large contracts with 100+ pages, the discovery performance has been improved by over 500%.
+
  
 +
Also, document objects which are in the agreement document but not necessarily a part of the clause language will now be identified separately and will be excluded from the actual clause discovery process.
 +
<div class="image-green-border">[[File:7.14 release note 19.png|720px|7.14 release note 19.png]]</div> <div class="image-green-border"><br/> '''Note''':&nbsp;Currently, only well-structured .docx files are supported. Refer to the detailed recommendation in Wiki for the definition of a well-structured document.&nbsp;</div>
 
&nbsp;
 
&nbsp;
  
== Enhancements to Reports ==
+
'''<span style="color:#008000;">663666 – Enhancing inbuilt discovery model to include additional attributes&nbsp;</span>'''
  
<span style="color:#008000;">'''570314 – All core SSRS reports to only include contract types classified as Contracting'''</span>
+
The ICI discovery model offers inbuilt support for 14 attributes and more than 40 clauses from MSA, NDA or SoW type of agreement documents.&nbsp;
  
ICM offers the functionality to classify ''Business Application Type/ Contracting'' agreement type at contract type level. With this release, core reports will be limited to ''Contracting'' business&nbsp;application type.
+
With this release, identification of the following 9 additional attributes has been introduced - ''City, State, Zip Code, Country, Point of contact – Name, Point of contact – Title, Point of contact – Address, Point of contact – Email and Point of contact – Phone''.<br/> &nbsp;
<div class="image-green-border">[[File:7.12 Reporting 1.png|720px|7.12 Reporting 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+
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 - Agreement Clause Content Report, Agreement Deviation Report, Agreement Pending Approval Report, Agreement Pending Execution Report, Approved Request Waiting for Contract Creation Report, Average Agreement Turnaround Time Report, Clause Deviations Report, Clause Profiling Report, CLM Activity Report, Cycle Time Report, Detailed Report, Expired Agreement Report, Expiring Agreement Report, Signature Type Report, Template Clause Report, Analytics Deviation Insights Report, Analytics Deviation Insights Report KnowMore and Analytics Clause Insights Report.
+
<span style="color:#008000;">'''575466 Support for additional languages in AI apps&nbsp;'''</span>
  
Only contracting reports are shown in the ''Contract Type'' filter.
+
Previously, the ICI clause and obligation discovery models were primarily based on the English language.&nbsp;
</div> <div class="image-green-border">
+
[[File:7.12 Reporting 2.png|720px|7.12 Reporting 2.png]]
+
</div>
+
&nbsp;
+
  
<span style="color:#008000;">'''606134 All Power BI Reports to only include contract types classified as Contracting'''</span>
+
In this release, these discovery models have been enhanced to support clause and obligation discovery for the following additional languages German, Spanish and Portuguese, to meet the needs of our customers.
  
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.
+
With this release:
  
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.
+
*Additional language support is available in NegotiateAI and DiscoverAI for legacy migration.
 +
*Discovered clauses and obligations are displayed and then linked back to the matching text in the original document.
 +
*Identified clause and obligation categories/ sub-categories are displayed in user-preferred language on the UI.
 +
*While discovering or matching the clause from clause library, document language is taken into consideration.
 +
*The additional languages are supported while discovering similar clauses.  
  
&nbsp;
+
== Enhancements to Reports ==
  
<span style="color:#008000;">'''567137 Ability to add datasets for associated documents in Power BI for obligation and management'''</span>
+
<span style="color:#008000;">'''514594 Capability of time zone in reports'''</span>
  
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.&nbsp;
+
ICI reports display the date and time values based on the ''Time Zone'' selected in the ''Locale Settings'' under ''Preferences''.
 +
<div class="image-green-border">With this release, a new time zone parameter has been added to the reports mentioned below, where users can select a time zone of their choice. When the report is run, the date and time information displayed in the report would be displayed as per this selected time zone.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The ''Time Zone'' parameter is applicable to the following default reports in ICI - Agreements Pending Execution Report, Agreements Pending Approval Report, Clauses Pending Approval Report, Templates Pending Approval Report, Agreement Clause Content Report, User Login Report, Signature Type Report, Cycle Time Report, Approved Requests Waiting For Contract Creation Report, Masterdata Information Report, Clause Deviations Report, Clause Summary Report and Detailed Report.<br/> &nbsp;</div>
 +
<span style="color:#008000;">'''514609 – Introducing the Clause Summary Report'''</span>
  
<br/> With this release, users have the option of 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 Obligation Management application datasets for agreement, obligation and fulfillment entities in the Power BI data model as well.&nbsp;
+
Clause library maintenance is a crucial activity for any enterprise managing its contracts digitally. Administrators working with clause libraries also need to handle several recurring clause changes.&nbsp;
  
With the additional data sets, users will be able to generate reports on Power BI such as for:
+
With this release, the Clause Summary Report is being introduced in order to help clause administrators to understand the impact that changes made to a clause would have. This enables them to assess how a clause has been used across different agreements, amendments, associations and templates. Also, users can now identify which version of a clause was used in a particular entity.&nbsp;
 
+
*The aggregate fulfillment status for a given obligation, especially for recurring fulfillments.
+
*Number of days it took for a fulfillment cycle, which is for an obligation or fulfillment to move from created to approved state.
+
<div class="image-green-border">[[File:7.12 Reporting 3.png|720px|7.12 Reporting 3.png]]</div>
+
&nbsp;
+
 
+
<span style="color:#008000;">'''657965 – Support for Service Principal Authentication method for Power BI'''</span>
+
 
+
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.
+
 
+
&nbsp;
+
 
+
<span style="color:#008000;">'''606134 – All Power BI Reports to only include contract types classified as Contracting'''</span><br/> While creating reports, users with access to Advanced Analytics will now be able to see Business Application Type field in the agreement table of the Power BI data models.
+
 
+
Since the Create Report functionality is common to sourcing and contracting, this field allows users to segregate data for sourcing and contracting.
+
 
+
&nbsp;
+
 
+
<span style="color:#008000;">'''573000 – Sub-role included in User Profiling, Agreements Pending Approval and Detailed Reports'''</span><br/> 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.&nbsp;
+
 
+
With this release, the User Profiling Report, Agreements Pending Approval Report and Detailed Report have now been modified to display the approver sub-roles such as Contract Admin, Legal Approver, and so on.
+
 
+
&nbsp;
+
 
+
'''<span style="color:#008000;">573621 - Enhancement to reports processing error message</span>'''<br/> Previously, if viewing reports resulted in processing errors, the No data available message was displayed. This message has now been modified for clarity, as follows:<br/> ''An error occurred during report processing, if the issue persist kindly contact customer support team.''
+
 
+
Reports impacted include Agreement Clause Content Report, Agreement Deviation Report, Agreements Pending Approval Report, Agreements Pending Execution Report, Analytics Clause Insights Report, Analytics Deviation Insights Know More Report, Analytics Deviation Insights Report, Approved Requests Waiting For Contract Creation Report, Attribute Information Report, Attribute Value Report, Average Agreement Turn Around Time Report, Clause Deviations Report, Clause Profiling Report, Clauses Pending Approval Report, CLM Activity Report, Cycle Time Report, Detailed Report, Expired Agreements Report, Expiring Agreements Report, Masterdata Information Report, Signature Type Report and User Profiling Report.
+
 
+
&nbsp;
+
 
+
<span style="color:#008000;">'''601540 - Deprecating Template Clause Report as dashboard KPI'''</span><br/> With this release, the Template Clause Report will only be accessible from the Reports tile. It has been deprecated as dashboard KPI as it only identified the average number of clauses per template across ICM and displayed a single number on the dashboard. The performance slowed down the dashboard loading process as the KPI involved calculation and aggregation of data.
+
 
+
&nbsp;
+
  
 +
This default report is accessible from the Admin category of reports and its access is based on Security Groups.
 +
<div class="image-green-border">[[File:7.14 release note 20.png|720px|7.14 release note 20.png]]<br/> &nbsp;</div>
 
== Integrations ==
 
== Integrations ==
  
<span style="color:#008000;">'''573373/573377/573379 Generic Integration Framework to support contract requests, associations and amendments via ASB'''</span><br/> Previously, ICM supported a generic ASB adapter for inbound and outbound integration for agreements. With this release, support is provided for contract requests, associations and amendments.&nbsp;
+
<span style="color:#008000;">'''554867 Support for ICI dashboard in Icertis Experience for Salesforce'''</span>
  
Using an external application, users will now be able to:
+
In the previous release, we integrated ICI Task Notifications into Salesforce Tasks object, so when users logged on to the Icertis Experience for Salesforce, the standard Salesforce Home page with configurable widgets displayed ICI Tasks within Salesforce Tasks.&nbsp;
  
*Create and update contract requests in ICM.
+
With this release, support has been extended to include additional ICI dashboard widgets on the Salesforce Home page, so that users can also perform those actions from within Salesforce that are typically done only through ICI.&nbsp;
*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.
+
*Update amendments to an agreement on the created, updated, approved and executed actions.&nbsp;  
+
*Add and update team information for agreements and contract requests via ASB.
+
*Validate mandatory attribute fields for masterdata, agreements, contract requests or amendments.
+
  
&nbsp;
+
Salesforce users can now:&nbsp;
  
<span style="color:#008000;">'''594454 – Support for JSON files and Blob connectors'''</span><br/> Previously, CSV files were supported for masterdata upload using ASB and SFTP, whereas text-based files were supported for uploads using SFTP.&nbsp;
+
*Manage and track the ICI Performance Metrices and My Recent Activities widgets from within the Salesforce Home page under the Home tab.&nbsp;
 +
*View any changes made by users to these widgets in ICI using the Edit Dashboard option refected in the respective Salesforce widgets.&nbsp;
 +
*Take actions through these widgets in Salesforce either through an iframe or by opening the ICI app in a new tab.
 +
<div class="image-green-border">[[File:7.14 release note 21.png|720px|7.14 release note 21.png]]</div> <div class="image-green-border">&nbsp;</div>
 +
<span style="color:#008000;">'''583132 – Support for auto-renewal and reset expiry date in Icertis Experience for Workday'''</span>
  
With this release, the file-based integration will additionally support JSON file format, while also supporting Blob connectors. Additionally, a new attribute Post Process Log has been added, which indicates the Service Bus topic to which the payload will be moved after its processing.&nbsp;
+
The Icertis Experience for Workday supports Create and Update events for agreements and amendments.&nbsp;
  
In addition to post process logs, persistent logs have also been introduced in the ICM database for all processing failures. These logs will be used for reporting purposes.
+
With this release, users will be able to set auto-renewal and/ or reset the expiry date for a contract, when the corresponding contract type is enabled for Workday. In both cases, an amendment record with a revised expiry date gets created for the main agreement in Workday.&nbsp;
  
&nbsp;
+
These enhancements save time and avoid data duplication, as the updates made on the ICI side are also reflected in Workday.<br/> <br/> '''Note''':&nbsp;Only one amendment can be in-process at any given time in the Workday; users need to ensure there are no amendments in progress when initiating both Auto Renewal and Reset Expiry events.
 
+
<span style="color:#008000;">'''554864/554868 – Support for request review and upload actions in Salesforce grid'''</span><br/> 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.&nbsp;
+
 
+
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.&nbsp;
+
  
 
&nbsp;
 
&nbsp;
  
<span style="color:#008000;">'''537774 Ability to configure automated contract/task creation based on Opportunity/Quote'''</span>
+
<span style="color:#008000;">'''635822 Support for pre- and post-processing in Generic Integration Framework'''</span>
  
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.
+
Previously, the execution of a custom business logic was not supported in the Generic Integration Framework (GIF) while creating and updating data from an external source to ICI and vice-versa.&nbsp;
  
With this release, the contract creation process has been automated based on Opportunity or Quote status, thus increasing the productivity of Salesforce users.
+
With this release, support is being provided for custom pre- and post-processing hooks to GIF in order to considerably reduce implementation time. These hooks are now provided to:
  
Salesforce Administrators can now:
+
*Pre-process inbound data through file-based integrations.
 +
*Pre-process inbound and outbound data through ASB-based integrations.
  
*Configure the Opportunity or Quote status which can automatically trigger the contract creation.
+
ICI administrators will now be able to:&nbsp;
*Configure the contract type which should be used to create the contract based on data from an Opportunity or Quote.
+
*Define the Type of Paper to be used as Own or Third Party.
+
*Configure automated contract creation or automated task creation to initiate the contract creation process:
+
**For auto-creation of contracts, the ICM Experience for Salesforce can be configured to create a combination of contracts to be auto-generated based on the opportunity or deal type.
+
**For auto-creation of tasks, Salesforce users will be able to create a contract using a single button click that will assemble all necessary documents for the type of contract to be created. 
+
  
&nbsp;
+
*Enable or disable the hook as part of file-based and ASB integration.
 
+
*Pass parameters to the hook for executing a custom logic.
<span style="color:#008000;">'''574458 – ICM task integration to Salesforce tasks'''</span>
+
*Enable or disable the hook at file or record level.
 
+
**When a hook is enabled at file level, the system will process all records in the file before handing off control to the hook.  
Previously, Salesforce users could manage all internal and external tasks within Salesforce itself, but not ICM tasks.&nbsp;
+
**When a hook is enabled at record level, system will wait for the hook to complete processing at record level before processing the next record.  
 
+
*Execute any custom logic in the system for a file or record when a hook is configured.
With this release, Salesforce users can now manage ICM tasks from within Salesforce. ICM Administrators can configure ICM task integration with Salesforce so that the tasks created in ICM are pushed to Salesforce. This allows users to view task details with attributes such as ''Task Name'', ''Status'', ''Priority'', ''Due Date'' within Salesforce itself.
+
*Complete GIF process even when custom logic encounters any error while processing a record or file.  
  
 
&nbsp;
 
&nbsp;
  
'''<span style="color:#008000;">541825 – Integration with the new eSignature platform &nbsp;&nbsp;</span>'''
+
<span style="color:#008000;">'''635823&nbsp;– Support for defining folder structure in Generic Integration Framework'''</span>
  
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.&nbsp;&nbsp;
+
Previously, the generic integration framework provided a fixed folder structure for file-based inbound masterdata integration.
  
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.
+
Now, support is being extended so that users will be able to define and configure the folder structure and file names depending on their business requirement. This reduces the effort during implementation while aiding better adoption of changes on the customer’s system.
  
&nbsp;
+
With this release, users have:&nbsp;
  
<span style="color:#008000;">'''579067 – Ability to support additional electronic signature platforms'''</span><br/> ICM enhanced the adaptability/flexibility of the eSignature interface, by making it possible to develop and integrate adapter for any new electronic signature provider based on customer requirements.
+
*Support for single or multiple folders in the folder structure.
 +
*A folder and file naming convention which is flexible and configurable via masterdata (in JSON format).
 +
*Folders which are easy to configure and flexible to modify via JSON structure, whenever business needs change.
 +
*A choice to use standard folders as per the requirement. If JSON structure is not added, then the ICI default folder structure will automatically be used.  
  
 
&nbsp;
 
&nbsp;
  
'''<span style="color:#008000;">569172 – Enabling Electronic seal tag for signing agreement documents &nbsp;&nbsp;</span>'''<br/> Previously, users were able to sign agreements based on signature tags present in the agreement templates. &nbsp;&nbsp;
+
== Partner Enablement ==
  
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.
+
<span style="color:#008000;">'''703386 – Icertis Software Development Kit for Partner Enablement'''</span>
  
&nbsp;
+
Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations and maximize customer satisfaction. In release 7.12, we introduced the Software Development Kit (SDK) to provide them with the resources and tools that they need while implementing ICI.&nbsp;
  
<span style="color:#008000;">'''580066 – Ability to redirect emails when testing Adobe Sign eSignature on other instances'''</span><br/> 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.&nbsp;
+
As part of our continuous efforts to support our partners, we have created the following documents in this release:
  
With this release, when ICM is set up on non-production environments, Adobe Sign emails can be redirected to other email addresses, 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. This can be achieved through a technical configuration.
+
*'''ICI Coding Guidelines''':&nbsp;This document helps developers to follow specific guidelines and best practices while coding. This will help them reduce time in development, reduce errors, maintain consistency and enhance collaboration. The document focuses primarily on the .Net framework as platform and C# as the object-oriented programming language.  
  
&nbsp;
+
*'''ICI Developer Library''': This document provides a detailed insight into the ICI developer methods library used for various functions and functionalities. It provides a detailed listing of all the methods in ICI development covering multiple parameters such as the summary of the functionality, dependencies, input parameters, return parameters, exceptions and code snippets on how to call the methods.
  
<span style="color:#008000;">'''Digital Adoption Integration – Whatfix (White labelled)'''</span><br/> Enterprise customers today use dozens of applications to conduct their business functions. The introduction of any new application introduces a steep learning curve which is the number one time and adoption killer. This integration will allow users to quickly ramp up on ICM UX paradigms, help new employees onboard, and allow customers to rapidly add custom business specific guided workflows if they choose to.&nbsp;<br/> This integration will provide the following to end users:&nbsp;
+
*'''Local Environment Setup using ICI Binaries''': This document provides guidance to Icertis partner developers on how to set up and deploy ICI on their development machines using ICI’s deployable binaries and packages. These binaries and packages are published by Icertis for every GA version.&nbsp;'''&nbsp;'''
  
*'''Self Help Box:''' With a list of walkthroughs and links to Icertis Help content i.e when a customer searches the self help, they will see Whatfix guided walkthroughs and links to ICM help articles.
+
*'''ICI Customization and Use Cases: '''This document explains how to perform customizations and provides some sample use cases that will help understand how to implement and execute ICI customizations.  
*'''Guided Walkthroughs:''' Customers have guided walkthroughs for core ICM scenarios which help them to use the ICM platform only. These include:
+
**How to create an agreement
+
**How to send an agreement for approval
+
**How to approve an agreement
+
**How to create a contract request&nbsp;
+
**How to edit the dashboardHow to search for an agreement 
+
 
+
'''Note:''' These workflows will not replace and are not a substitute for the business and contracts specific Whatfix workflows customers use today.&nbsp;
+
 
+
These core workflows have been created by Whatfix and will be enabled on a customer by customer basis during deployment. This is done via:
+
 
+
*Getting a specific EnterpriseId from Whatfix.
+
*Updating the following config keys with the EnterpriseID:
+
**Core.Integration.WhatfixEnterpriseId
+
**Core.Integration.WhatfixUriWithEnterpriseId 
+
*Whitelisting the Whatfix.com domain within the Content Security Policy.<br/> &nbsp;
+
 
+
== ICM Platform Tools ==
+
 
+
<span style="color:#008000;">'''588361 – PToP support for ICM'''</span>
+
 
+
In 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.
+
  
 
&nbsp;
 
&nbsp;
  
<span style="color:#008000;">'''561717 – PToP support for Daimler'''</span>
+
== Technical Requirements for Release 7.14 ==
  
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.
+
The Icertis Contract Intelligence 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.
  
This functionality:
+
[[File:7.14 release note 22.png|720px|7.14 release note 22.png]]
  
*Provides AWS Support for File Copy in Auto PToP tool.  
+
[[File:7.14 release note 23.png|720px|7.14 release note 23.png]]
*Supports for movement of Security Group, User Group and Rule.&nbsp;
+
*Gets the list of entities for which ES Sync has failed when ES Sync is not successful.  
+
*Provides upfront validation for Source and Target DB version mismatch before actual PToP validation process starts.
+
*Gives an option to enable DB, ES and Store backup before PToP starts which is helpful for complex PToP.
+
*Gives a validation error if the same entity is added multiple times, so that PToP does not fail.
+
*Supports saved searches.
+
*Supports User groups, Security Groups and Org Groups (which is done through manual PToP in Daimler).
+
*Supports terminated clauses and templates. This is required when a user makes a mistake, for example in language, and this already has been pushed to production.
+
*Provides validations of PToP task using a small tool in Daimler to validate names of all clauses and templates, thus helping to resolve issues in naming CSV files, naming in ICM, etc.
+
*This is checked through VBA script. Also, users may need to manually verify Is Latest which may be in an issue in environments.  
+
  
'''Note:''' Customers using ICM versions before 7.12 need to upgrade to use this feature.
+
[[File:7.14 release note 24.png|720px|7.14 release note 24.png]]
  
&nbsp;
+
[[File:7.14 release note 25.png|720px|7.14 release note 25.png]]
  
== Technical Requirements for Release 7.12 ==
+
[[File:7.14 release note 26.png|720px|7.14 release note 26.png]]
 
+
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:
+
 
+
[[File:Technical Requirements 1.png|720px|Technical Requirements 1]]
+
 
+
[[File:Technical Requirements 2.png|720px|Technical Requirements 2]]
+
 
+
[[File:Technical Requirements 3.png|720px|Technical Requirements 3]]
+
 
+
[[File:Technical Requirements 4.png|720px|Technical Requirements 4]]
+
 
+
[[File:Technical Requirements 5.PNG|720px|Technical Requirements 5]]
+
  
 
&nbsp;
 
&nbsp;
Line 778: Line 449:
 
&nbsp;
 
&nbsp;
  
== Known Issues for Release 7.12 ==
+
'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile_App]] | [[Biz_Apps_Release_Notes|ICI Business Apps Release Notes]]&nbsp;|
 
+
&nbsp;
+

Latest revision as of 12:24, 1 October 2020

ICI Release Notes - Release 7.14

Overview of Release 7.14

The 7.14 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICI functionalities and the user interface.

The key enhancements of this release include:

  • Enhancements to the ICI Application
  • User Experience
    • Introducing a horizontal chevron which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan. The 4 stages of the chevron, namely Generate, Approve, Execute and Manage, prominently communicate an entity’s journey including the previous, current and possible future states of the agreement.
    • Allowing users to create peer agreements from within the base agreement and inheriting all the attribute values of the base agreement.
    • Facilitating one-click navigation from the ICI record to any related entities (multi-hierarchy level). For example, from RFx to Bid Response which would otherwise require multiple clicks.
    • Providing administrators the ability to configure access control for users who are not part of the team to sections or sub-sections in the left navigation pane at the contract type level.
    • Enhancing document usability by placing content control tags such that the end-user no longer views separate lines in the assembled document for assembled clauses that are not evaluated.
  • Workflow Enhancements
    • Displaying the organization unit path of the parent document by default as the path for the associated document, so that both parent and child documents have the same organization path at the time of creation and updation.
    • Introducing a Contract Manager role to manage agreement ownership throughout its lifecycle.
    • Providing the ability to add amendments to expired agreements.  
    • Adding a time zone attribute to provide enterprise organizations the flexibility to track the time zone or region-based activities as needed for the instance of the agreement.
    • Providing the capability to capture multiple email addresses at run time in a single attribute configured at the contract type level and send automated email notifications and allowing configuration of the sender’s email ID dynamically based on the specific contract type or instance of the record. 
  • Mobile App Updates
    • Improving the usability of the mobile app by refreshing the agreement or requests list automatically after an approve, reject or request review action is performed.
  • Enhancements to ICI API 2.0
    • Introducing some masterdata APIs that will allow business applications to interact with ICI using standard API nomenclature for masterdata.
  • Enhancements to ICI Add-ins
    • Icertis Experience for Word
      • Displaying a set of 30 clauses per page with pagination for easy navigation between clauses listed on the clauses, clauses in templates and clauses in agreement pages.
      • Providing extended attributes within the add-in for creation and modification of clauses and templates.
      • Allowing the deviation approver to view and directly approve or reject clause deviations in an agreement from within the add-in.
      • Displaying a validation message in clause content control enabling users to insert and tag clauses at the correct location in the document before publishing it.
    • Outlook Add-in
      • Enhancing the Outlook Add-in by providing the ability to upload email in .docx or .msg format as associated documents for an agreement from within Outlook.
  • Enhancements to Artificial Intelligence Applications
    • Introducing a legal playbook in the NegotiateAI app that uses artificial intelligence to identify exceptions in the contract and actions taken on them, as well as assess the risk when these exceptions are accepted by the negotiators to be able to take corrective actions and mitigate risks.
    • Enhancing DiscoverAI to identify the different levels within a clause through a distinct visual representation of clauses with sub-sections displayed in a delineated view during the clause discovery process.
    • Enhancing the ICI discovery models to support clause and obligation discovery for additional languages such as German, Spanish and Portuguese.
    • Improving the inbuilt DiscoverAI model to identify additional attributes such as City, State, Zip Code, and so on.
  • Enhancements to Reports
    • Introducing the Risk Assessment Report which is a trendline chart report that depicts the agreement aggregate risk score by their version. ICI’s AI algorithm identifies the playbook exceptions for a new version.
    • Introducing the Clause Summary Report to help clause administrators to understand and assess the impact of changes made to a clause.
    • Providing users the capability to generate a report as per the time zone of their choice from within the report itself.
  • Improving the Icertis Experience
    • Extending support for ICI dashboard widgets in the Icertis Experience for Salesforce Home page, so that users can perform all necessary actions from within Salesforce itself.
    • Supporting auto-renewal and reset expiry functionalities in Icertis Experience for Workday, thus saving time and avoiding data duplication.
    • Enhancing the generic integration framework to support custom pre- and post-processing hooks to considerably reduce implementation time, and allowing users to define and configure folder structure and file names as per the business requirement.
  • Additions to Icertis Software Development Kit for Partner Enablement
    • In release 7.12, the Software Development Kit (SDK) was released to support partners for technical configuration. With this release, documentation for ICI coding guidelines, ICI developer methods, local environment setup using ICI binaries, and ICI customization and use cases are also available.

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

 

ICI Application Enhancements

659853 – Upfront chevron view of agreement journey

In ICI, as per the contracting business paradigm, an agreement entity goes through different workflows and stages starting from authoring to execution, and expiration or termination. 

Users can view the current status of an agreement on the Agreement Index or Details page, a generic progress view on the Team tab, and logged audit details on the History tab. To understand the progress of the agreement and find relevant information, the user needs to navigate through multiple tabs. 

With this release, a horizontal chevron has been introduced, which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan.

The 4 stages of the chevron prominently communicate an entity’s journey including the previous, current and possible future states of the agreement. This considerably improves usability for new and existing users as they can now find information easily and with minimum clicks.

The colors of the chevron are indicative of the stage of the agreement. It displays the following 4 tabs corresponding to the various stages of the agreement’s journey:

1. Generate: Displays the list of actions taken by the user on the agreement before it is published.

2.Approve: Displays the list of approvers as per the defined steps in the agreement, users that have approved the agreement, users with pending approval actions and for how long it has been pending with them. 

3. Execute: Displays details such as internal/ external signatories that have either signed the agreement or whose signatures are pending.

4. Manage: Displays the 5 most recent logs of the actions taken by the user to manage the agreement post-execution.

Note

  • The chevron view is only applicable to agreement contract type (agreement and amendment).
  • By default, the chevron is disabled; it can be enabled for selected contract types.
  • The chevron labels support localization.
7.14 release note 1.png
 

512931 – Visibility of sections on the left navigation pane to non-team users

The administrator can configure access control for users who are not part of the team to sections/ sub-sections in the left navigation pane at the contract type level. The non-team users are generally at a higher level in the organization and may want a quick glance at the contract. 

This can be achieved through a backend configuration for the non-team user role in panel mapping as required and is applicable to agreements, amendments, contract requests and association.
 

659725 – Ability to easily navigate to related entities in multi-level hierarchy

With this release, ICI Business Applications and Implementation teams get the flexibility to set smart link as a means of easy navigation across related entities.

Configurators can: 
  • Configure a smart link across any ICI entity that defines the entity relationships.
  • Set the configured smart link in the left navigation pane and control its access privileges using ICI standard left pane configuration capabilities.

Users can: 

  • Click on the left navigation link from an agreement contract type that will render the smart link result in grid. 
  • Access existing ICM grid’s capabilities such as searching, sorting, filtering or exporting results as CSV/Excel for Smart Link results.
7.14 release note 2.png
 
Any changes made to the smart link configuration, will reflect in any subsequent smart link results rendered from the left navigation pane. The filter/ search will also work for the right pane grid.
 
The smart link configured for left pane through saved search settings will only be available on the left navigation pane and will not appear in the 3 dots select action drop-down and under Smart Links icon on Entity Details page.

For example, consider entities related in multi-level hierarchy as Agreement > Obligations > Fulfillments. Earlier users had to navigate through obligations in order to access the child fulfillments.
 
Users can now navigate directly from parent agreement to grand-child fulfillments using the smart link added to the agreement’s left navigation pane, thus saving number of clicks and page loads, and improving efficiency.

7.14 release note 3.png

 

584439 – Introducing the Contract Manager role for agreements 

In the contracting process, a Contract Manager/ Owner manages or owns the agreement and is generally different from the user who has created/ initiated the agreement.

This user who is managing the agreement might change from time to time. For example, User A may have ownership during authoring process, whereas User B might look after the agreement during the negotiation process. 

Hence, the Contract Manager role has been introduced to manage agreement ownership throughout the agreement lifecycle.

With this release: 

  • Assignment of the user against contract manager role in the team can be only achieved through event rules using the Add To Team action.
  • Only one contract manager is available inside the agreement at any given point of time.
  • The contract manager will have provisions same as that of primary owner.
  • The contract manager name is displayed on the agreement summary page.
  • Agreements can be searched using the contract manager name.
  • Managing adhoc modification for the contract manager role user will be restricted inside the agreementTeam tab similar to primary owner role user.

 

555890 – Ability to create peer agreement from within the base agreement

Previously, it was possible to create an agreement from the Create Agreement page and link it to another agreement contract type and inherit values from it. 

With this release, you can create peer agreements directly from within their associated base agreement inheriting all the attribute values of the base agreement. For example, you can create a SOW directly from the MSA. This is achieved by enabling the following flags - Allow Peer Creation Wizard, Allow Multiple Instances and Allow Two-Way Linkage.

 

732038 – Ability to use parent’s Organization Unit path when creating associated document

Previously, when creating an associated document, the Organization Unit path of the logged in user gets set, irrespective of the parent agreement’s organization unit path. However, when the parent document is updated, the associated document’s organization unit path is updated to reflect the parent document’s organization path.

With this release, during creation, the organization unit path of the parent document will be displayed by default as the organization path for the associated document, thus improving the usability. 

7.14 release note 6.png

For example, if the organization unit path of the logged in user is /Icertis, but the path of the parent agreement is /Icertis/autoproducts, then the associated document will now display the parent entity’s path i.e. /Icertis/autoproducts. Hence, both parent and child documents will have the same organization unit path at the time of creation as well as updation.

7.14 release note 7.png

This is applicable to the following associations: 

  • Import of Association (Line Item)
  • Auto Attachment Association
  • Obligation/ Fulfillment (Association of Association)

The existing event rules apply for the association creation and changes made to organization path via event rules are captured in the History.

 

575665 – Ability to capture multiple email IDs in a single data type

Previously, while processing agreements/ requests, email notifications were only being sent to the users who were provisioned in the ICI system.

With this release, users will now be able to capture multiple email addresses at run time in a single attribute configured at the contract type level and send automated email notifications. With this, the business processes and requirements emails are communicated in a better way. 

Users can now: 

  • Capture multiple valid internal or external email addresses while working on agreements/ requests.
  • Configure email attribute in Notification Subscriptions as To, Cc and Bcc recipients.

 

583186 – Ability to add amendment on expired agreement

Currently in ICI, users have to revive the agreement from Expired to Executed state by resetting its expiry date and then add amendments to it.

With this release, the process is standardized by providing the option to add amendments to expired agreements. The amendment creation for expired agreement follows the existing ICI amendment workflow. The agreement is then revived by extending its expiry date as per the amendment. 

The Add Amendment action is configurable through role action mapping on the expired state of the agreement. By default, the primary owner, secondary owner and contract manager can add amendments to the expired agreements.

7.14 release note 8.png

593928 – Ability to configure sender email ID for automated emails

Previously in ICI, all automated emails were sent with one generic email ID based on the set up done for subscription under the notifications.

With this release, the capability is provided to configure the sender’s email ID (From email address) dynamically based on the specific contract type or instance of a record. 

Administrators can now:

  • Configure the sender information while setting up the subscription under Notifications using the specific user and/ or user attribute information in the agreement.
  • Configure the email addresses for Reply To in the subscriptions setup which recipients can revert to.
  • Send automated notifications from the configured email address with the configured Reply To user email addresses.
7.14 release note 9.png
 

593938 – Time Zone support for date-dependent automated processes

In ICI, there are scheduled jobs that perform certain actions on agreements based on conditions. For example, an executed/ reviewed agreement gets expired based on the expiry date by a scheduled job. These scheduled jobs followed the Universal Time Zone (UTC) for taking actions on activities of agreement status changes.

To satisfy the requirements of our customers worldwide, ICI now provides the flexibility for enterprise organizations to track the time zone/ region based on their regional offices or as needed by their vendors/ suppliers, etc. A time zone attribute is now provided that supports date factor which needs to be considered for the instance of an agreement.

With this release:

  • Users can configure a time zone attribute to track activities such as expiration, termination, auto-renewal, assignment and auto-supersede (supersedable by assignment, supersedable by amendment, supersedable by termination).
  • Based on selected time zone, day light saving constraint will be taken care of by mentioned scheduled job activities.
  • Scheduled jobs can be run based on the time zone captured on the agreement instance or based on the default behavior to follow UTC if the time zone is not configured or not captured on the agreement instance.
  • ICI application will take care of running scheduled jobs in different time zones which helps to consider multiple time zones used by an organization within the same ICI instance.
  • Expiry task is enhanced so that agreements expire at end of the day based on the expiry date.

Note: The time zone-based processing can be enabled for all contract types across ICI through a technical configuration. If time zone selection is enabled for the specific agreement at the contract type level, it then overrides the time zone at the system level.

7.14 release note 10.png
 

512930 – Triggering service bus events for all actions

For implementation of outbound integrations, they will be listed on various event messages to performance downstream or upstream actions as per customer requirements. To do so, the missing event messages must be added for outbound integrations. Icertis integrates with customers using message bus, where they will be actively subscribing to all the events triggered by ICI. 

With this release, subscribers will receive a notification if the agreement expiry has been reset. The subscriber will be informed about the update only when the agreement is updated. 

The following system events are published on the message bus - Reset Agreement Expiry, Peer Agreement Association Creation, Peer Agreement Association Deletion, and Confidential and Non-Confidential Actions.
 

545126 – Availability of business status value in ICI event messages

For outbound integrations to work seamlessly, the business status values along with the ICI status is required. Previously, the business status values were not available in event messages.

With this release, the event messages will also be available on adding items in the data properties via a hook to add the key/ values. This will be fetched at the time of custom integration. This flexibility can also be extended to add other key/ values as per the business requirement.

Mobile App Updates

660965 – Refresh agreement list on approval

Currently, Icertis mobile app users perform actions on agreements/ requests such as approve, reject and request review. However, the status of the agreement/ request list did not refresh automatically. 

In our effort to consistently improve usability of the mobile app, the agreements/ requests list will now be refreshed once the action (approve, reject or request review) is performed.

7.14 release note 11.png
 

ICI API Enhancements 

607867 – ICI API 2.0 Implementation

With this release, masterdata APIs have been introduced that will allow business applications to interact with ICI using standard API nomenclature for masterdata.

Enhancements include:

  • Addition of Masterdata APIs 
    • Users can now update the masterdata instance
    • UserName field is returned in Get Team API as part of the response.
  • Support for hook framework in API 2.0. customization written at the model layer using hook framework will run seamlessly when invoking API 2.0 as well.

Enhancements to ICI Add-ins 

714872 – Improved document usability

Earlier, ICI placed each content control in a separate paragraph line. Dynamic clauses are added inside the blank content control and they get assembled when the rule is satisfied. Content controls of dynamic clauses for which the rules are not satisfied remain as placeholders. 

These placeholders show up as an extra line if the “paragraph control -is switched on. This is true for most of the legal user persona as when they review the document, they always keep this control on. This is identified as a usability concern as this is not only an issue for the customer user, but a bigger one for their customers/ suppliers as well.

With this new functionality, now the end-user no longer views these as separate lines in the assembled document for assembled clauses that are not evaluated, thus improving the user experience and usability.

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With this release:

  • All the content controls are put together in a single paragraph on any line with valid content.
  • One paragraph is added after the resolved clauses, so that it does not affect the deviation analysis of the previous clause.
  • An empty paragraph following the clause is added if the preceding content is a clause. This will contain all the clauses that are not satisfied by the clause assembly rules.
  • If all the content controls are together, they appear in Icertis Experience for Word as part of the main paragraph. 
  • Clauses removed in the previous version are marked as deleted in the Clause Comparison Report and the user can insert a comment when editing the document.
7.14 release note 5.png
 

Note

  • Only file-based clauses are supported.
  • Custom fonts at the content control level of the rule-based clauses are currently not supported in the template.
  • Location-specific (such as center-justified) rule-based clauses cannot be tagged.
  • Numbering at the template level is not supported.
  • One paragraph will be added after the resolved clauses, so that it does not affect the deviation analysis of the previous clause.
  • A clause with comments only will not be reassembled after the approved state unless the agreement is edited. This is handled through a technical configuration.

 

660390 – Ability to show more clauses per group

With this release, clauses are displayed in a set of 30 clauses per page and pagination has been provided on the clauses, clauses in templates and clauses in agreement pages.

This gives users the option to view clauses that are available in the library in sets of 30 using the previous and next action arrows.

7.14 release note 12.png
 

707652 – Availability of extended attributes for clauses and templates in Icertis Experience for Word

In ICI, users capture additional details for clauses and templates in the extended attributes.

These extended attributes are now available in Icertis Experience for Word itself, thus reducing the effort for users to swap between ICI and the add-in to complete simple activities like creation or modification of clauses and templates.

7.14 release note 13.png
 
 
664488 – Ability to take deviation workflow actions from Icertis Experience for Word

Earlier, users were able to view clause deviations details within Icertis Experience for Word, but not take actions on them.

Now, the deviation approver can not only view the deviation details, but also approve or reject them directly from the add-in instead of having to navigate to ICI to take these actions.

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660383 – Validation on incorrect tagging of clauses in Icertis Experience for Word
 
Previously, depending on the cursor position in Icertis Experience for Word, a newly added clause would get added to a template/ document.
 
Now, clause content control has been improved so that a validation message is displayed informing users that they are trying to insert a clause within an existing clause.
 
This allows them to take corrective actions and ensure that the clause is inserted at the appropriate position to be tagged before publishing the document.
 
7.14 release note 16.png
 
 
667815 – Ability to upload email as association of an agreement using Outlook Add-in
 
Earlier, ICI provided support to directly upload files received over email as associated documents using the ICI Outlook plug-in. 
 
With this release, the Outlook Add-in has been further enhanced so that users can now directly upload emails as associated documents for an agreement from within Outlook.
 
Users can now upload the entire email conversation in .docx and .msg format to create a new instance of the associated document or to supplement an existing associated document, thereby considerably saving time and effort for contract authors.

 

Enhancements to Artificial Intelligence Applications in ICI

662334/716399 – Introducing AI powered Playbook in Icertis Experience for Word

With this release, ICI is introducing a legal playbook in Icertis Experience for Word that uses artificial intelligence to identify exceptions in the contract and actions taken on them, as well as assess the risk when these exceptions are accepted by the negotiators to be able to take corrective actions and mitigate risks.

Earlier, negotiators had to manually review each clause to find deviations or track how the negotiations have proceeded through multiple exchanges over a period of time and detect the risks of the agreement.

Now, ICI supports digitization of the legal playbook using masterdata that allows users to define and parameterize multiple playbook positions (data types) for standard library clauses or contract types, define rules for playbook exceptions, and assign risk scores for each playbook exception.

The exceptions are identified by the NegotiateAI app using the discovery process allowing users to review and take corrective actions. Based on the actions taken, a risk assessment is done and a risk report is then available which displays the cumulative risk scores across different versions.

7.14 release note 17.png

Negotiators can now:

  • Define the structure and setup the playbook by configuring a masterdata in ICI.
  • Define the parameters and rules to raise playbook exceptions for supported data types (number, currency, percentage and string). For example, define the range for limitation of liability and raise an exception if it is out of range.
  • Use artificial intelligence to identify and highlight the playbook exceptions in the document.
  • Review all discovered exceptions that are listed down on the page and take corrective actions as required.
  • Assess the risk of each revised contract version when exceptions are accepted using risk assessment scores.
  • Review the version-wise cumulative risk using a risk report.
7.14 release note 18.png

By default, the playbook is disabled and can be enabled by setting parameters in the configuration key.


575450 – Supporting clause hierarchy in .docx agreements

Previously, clauses discovered through DiscoverAI followed a flat structure in which every paragraph was identified as a clause and assigned a clause category. However, in a contract, each paragraph could be part of a typical hierarchy where, for example, a clause might be a combination of multiple paragraphs forming one section.

With this release, DiscoverAI is being considerably enhanced to identify the different levels within a clause. Users now have a distinct visual representation of clauses with sub-sections of clauses displayed in a delineated view, during the clause discovery process. The hierarchical representation of clauses helps users to compare clause sections, sub-sections, and so on. 

Also, document objects which are in the agreement document but not necessarily a part of the clause language will now be identified separately and will be excluded from the actual clause discovery process.

7.14 release note 19.png

Note: Currently, only well-structured .docx files are supported. Refer to the detailed recommendation in Wiki for the definition of a well-structured document. 

 

663666 – Enhancing inbuilt discovery model to include additional attributes 

The ICI discovery model offers inbuilt support for 14 attributes and more than 40 clauses from MSA, NDA or SoW type of agreement documents. 

With this release, identification of the following 9 additional attributes has been introduced - City, State, Zip Code, Country, Point of contact – Name, Point of contact – Title, Point of contact – Address, Point of contact – Email and Point of contact – Phone.
 

575466 – Support for additional languages in AI apps 

Previously, the ICI clause and obligation discovery models were primarily based on the English language. 

In this release, these discovery models have been enhanced to support clause and obligation discovery for the following additional languages – German, Spanish and Portuguese, to meet the needs of our customers.

With this release:

  • Additional language support is available in NegotiateAI and DiscoverAI for legacy migration.
  • Discovered clauses and obligations are displayed and then linked back to the matching text in the original document.
  • Identified clause and obligation categories/ sub-categories are displayed in user-preferred language on the UI.
  • While discovering or matching the clause from clause library, document language is taken into consideration.
  • The additional languages are supported while discovering similar clauses.

Enhancements to Reports

514594 – Capability of time zone in reports

ICI reports display the date and time values based on the Time Zone selected in the Locale Settings under Preferences.

With this release, a new time zone parameter has been added to the reports mentioned below, where users can select a time zone of their choice. When the report is run, the date and time information displayed in the report would be displayed as per this selected time zone.
 
The Time Zone parameter is applicable to the following default reports in ICI - Agreements Pending Execution Report, Agreements Pending Approval Report, Clauses Pending Approval Report, Templates Pending Approval Report, Agreement Clause Content Report, User Login Report, Signature Type Report, Cycle Time Report, Approved Requests Waiting For Contract Creation Report, Masterdata Information Report, Clause Deviations Report, Clause Summary Report and Detailed Report.
 

514609 – Introducing the Clause Summary Report

Clause library maintenance is a crucial activity for any enterprise managing its contracts digitally. Administrators working with clause libraries also need to handle several recurring clause changes. 

With this release, the Clause Summary Report is being introduced in order to help clause administrators to understand the impact that changes made to a clause would have. This enables them to assess how a clause has been used across different agreements, amendments, associations and templates. Also, users can now identify which version of a clause was used in a particular entity. 

This default report is accessible from the Admin category of reports and its access is based on Security Groups.

7.14 release note 20.png
 

Integrations

554867 – Support for ICI dashboard in Icertis Experience for Salesforce

In the previous release, we integrated ICI Task Notifications into Salesforce Tasks object, so when users logged on to the Icertis Experience for Salesforce, the standard Salesforce Home page with configurable widgets displayed ICI Tasks within Salesforce Tasks. 

With this release, support has been extended to include additional ICI dashboard widgets on the Salesforce Home page, so that users can also perform those actions from within Salesforce that are typically done only through ICI. 

Salesforce users can now: 

  • Manage and track the ICI Performance Metrices and My Recent Activities widgets from within the Salesforce Home page under the Home tab. 
  • View any changes made by users to these widgets in ICI using the Edit Dashboard option refected in the respective Salesforce widgets. 
  • Take actions through these widgets in Salesforce either through an iframe or by opening the ICI app in a new tab.
7.14 release note 21.png
 

583132 – Support for auto-renewal and reset expiry date in Icertis Experience for Workday

The Icertis Experience for Workday supports Create and Update events for agreements and amendments. 

With this release, users will be able to set auto-renewal and/ or reset the expiry date for a contract, when the corresponding contract type is enabled for Workday. In both cases, an amendment record with a revised expiry date gets created for the main agreement in Workday. 

These enhancements save time and avoid data duplication, as the updates made on the ICI side are also reflected in Workday.

Note: Only one amendment can be in-process at any given time in the Workday; users need to ensure there are no amendments in progress when initiating both Auto Renewal and Reset Expiry events.

 

635822 – Support for pre- and post-processing in Generic Integration Framework

Previously, the execution of a custom business logic was not supported in the Generic Integration Framework (GIF) while creating and updating data from an external source to ICI and vice-versa. 

With this release, support is being provided for custom pre- and post-processing hooks to GIF in order to considerably reduce implementation time. These hooks are now provided to:

  • Pre-process inbound data through file-based integrations.
  • Pre-process inbound and outbound data through ASB-based integrations.

ICI administrators will now be able to: 

  • Enable or disable the hook as part of file-based and ASB integration.
  • Pass parameters to the hook for executing a custom logic.
  • Enable or disable the hook at file or record level.
    • When a hook is enabled at file level, the system will process all records in the file before handing off control to the hook.
    • When a hook is enabled at record level, system will wait for the hook to complete processing at record level before processing the next record.
  • Execute any custom logic in the system for a file or record when a hook is configured.
  • Complete GIF process even when custom logic encounters any error while processing a record or file.

 

635823 – Support for defining folder structure in Generic Integration Framework

Previously, the generic integration framework provided a fixed folder structure for file-based inbound masterdata integration.

Now, support is being extended so that users will be able to define and configure the folder structure and file names depending on their business requirement. This reduces the effort during implementation while aiding better adoption of changes on the customer’s system.

With this release, users have: 

  • Support for single or multiple folders in the folder structure.
  • A folder and file naming convention which is flexible and configurable via masterdata (in JSON format).
  • Folders which are easy to configure and flexible to modify via JSON structure, whenever business needs change.
  • A choice to use standard folders as per the requirement. If JSON structure is not added, then the ICI default folder structure will automatically be used.

 

Partner Enablement

703386 – Icertis Software Development Kit for Partner Enablement

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations and maximize customer satisfaction. In release 7.12, we introduced the Software Development Kit (SDK) to provide them with the resources and tools that they need while implementing ICI. 

As part of our continuous efforts to support our partners, we have created the following documents in this release:

  • ICI Coding Guidelines: This document helps developers to follow specific guidelines and best practices while coding. This will help them reduce time in development, reduce errors, maintain consistency and enhance collaboration. The document focuses primarily on the .Net framework as platform and C# as the object-oriented programming language.
  • ICI Developer Library: This document provides a detailed insight into the ICI developer methods library used for various functions and functionalities. It provides a detailed listing of all the methods in ICI development covering multiple parameters such as the summary of the functionality, dependencies, input parameters, return parameters, exceptions and code snippets on how to call the methods.
  • Local Environment Setup using ICI Binaries: This document provides guidance to Icertis partner developers on how to set up and deploy ICI on their development machines using ICI’s deployable binaries and packages. These binaries and packages are published by Icertis for every GA version.  
  • ICI Customization and Use Cases: This document explains how to perform customizations and provides some sample use cases that will help understand how to implement and execute ICI customizations.

 

Technical Requirements for Release 7.14

The Icertis Contract Intelligence 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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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 |