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[[ICM Help|Home]]<br/>
 
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An agreement is a type of contract that your organization signs with third party. An agreement can be for legal or procedural purpose.<br/>You can do the following tasks relating to your agreements using the '''Agreements''' feature. Let us understand these tasks in detail.<br/>
 
  
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==Requests==
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= Agreement Management =
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===Search an Existing Request===
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[[Search an Existing Request]]<br/>
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===View Request Status===
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The Agreement Management section enables you to manage all aspects of creating and editing Agreements from a single page. From this page, you can do the following tasks:
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[[View Request Status]]<br/>
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==Create a Request==
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*View and manage all your Agreements on the ''Agreements ''page.
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[[Create a New Request]]<br/>
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*Create new Agreements on the Creating an Agreement.
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[[Copy an Existing Request]]<br/>
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*Search, view, and manage all your existing requests on the ''Requests'' page.
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[[Download and Print Request Information]]
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*Create new Requests on the ''Create Request''&nbsp;page.
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<div class="image-green-border">[[File:Agreement Mgmt.PNG|720px|Agreement Mgmt]]</div>  
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In ICI, the terms Agreement and Contract are used interchangeably and mean the same thing. In this Help, we will use the word ''Agreement''&nbsp;when discussing&nbsp;Agreements, whereas Contracts will be discussed with&nbsp;reference to Contract Types.
  
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==Review and Approve/Reject a Request==
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While the actual workflow of an Agreement in ICI can be quite complex and involved, it is summarized in these five steps:
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[[Send a Request for Review]]<br/>
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<div class="image-green-border">[[File:Agreement Management - Agreement Overview.png|720px|Agreement Management - Agreement Overview.png]]</div>  
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[[Review a Request]]<br/>
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1.&nbsp;'''Create Contract Request:''' When someone in your organization, such as a department manager wants to engage a vendor for certain services over a length of time, the individual can raise that request with the procurement department that can then work on that Agreement. Depending on the workflow adopted, your organization may:
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[[Send a Request for Approval]]<br/>
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[[Approve a Request]]<br/>
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[[Add Notes]]<br/>
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==Edit a Request==
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[[Edit a Request]]<br/>
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==Search Contracts/Agreements==
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*Enforce this step so that all contracts are initiated and drafted only by one department, or
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[[Search Contracts/Agreements]]<br/>
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*Make this step completely optional, so it can be skipped by someone who is an expert at contracting and its process.
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[[Save Your Search Results]]<br/>
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[[Export Search Results]]<br/>
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[[Create Smart Link for Agreement]]<br/>
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[[Create Smart Link for Association]]<br/>
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==Create a Contract/Agreement==
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2. '''Create Agreement:''' In this step, the primary owner or the creator of the agreement&nbsp;select the contract type, selects attributes and template, and verifies the details that you entered in the agreement.&nbsp;See Create Agreement Page for complete details.
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[[Create a Fresh Contract/Agreement]]<br/>
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[[Create a Contract/Agreement from Contract Request]]<br/>
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[[Copy an Existing Agreement]]<br/>
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[[View a Contract/Agreement]]<br/>
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[[Add Supporting Documents to Your Contract/Agreement]]<br/>
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[[Add Commitments to Your Contract/Agreement]]<br/>
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[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
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[[Download and Print Contract/Agreement Information]]<br/>
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[[Send a Message]]<br/>
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==Edit a Contract/Agreement==
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3.&nbsp;'''Review Agreement: '''After the primary owner has created an internal draft of the agreement, it is published. The published draft can be sent for reviews (optional, if decided by the Primary Owner of the Agreement) .
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[[Edit a Contract/Agreement]]<br/>
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==Delete a Contract/Agreement==
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4. '''Approve Agreement: '''Once the Agreement is reviewed, it can be sent for approvals to the team of people that are working on this Agreement in various roles.
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[[Delete a Contract/Agreement]]<br/>
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==Cancel a Contract/Agreement==
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5.&nbsp;'''Execute Agreement:''' Several people can review and approve the Agreement before it is ready to be signed. After all approvals are obtained, the Agreement is sent to be signed by both the parties. With both parties signing (known as internal and external signatories in ICI), the Agreement is said to be executed&nbsp;and is now in force.
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[[Cancel a Contract/Agreement]]<br/>
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==Add Team to Your Contract/Agreement==
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'''Notes:'''<br/> If an incorrect document was initially uploaded by a signatory, a&nbsp;user with the appropriate privilege can upload the correct document even after the agreement is executed.&nbsp;The uploaded document must be a PDF.'''&nbsp;'''The ''Executed''&nbsp;state of the Agreement remains unchanged. Only the following roles have this privilege:<br/> &nbsp; &nbsp;* Primary Owner<br/> &nbsp; &nbsp;* Secondary Owner<br/> &nbsp; &nbsp;* Contributor<br/> <br/> If changes are required in the Agreement that is in an ''Executed'' state, the Primary Owner of the Agreement can add an Amendment. Changes may be required due to any of the following business reasons:<br/> &nbsp; &nbsp;* The payment terms of the Agreement have changed.<br/> &nbsp; &nbsp;*&nbsp;The Statement of Work (SOW) in the Agreement has changed.<br/> &nbsp;&nbsp; *&nbsp;The terms and conditions of the Agreement have changed due to the introduction of a new regulation.
  
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<div class="mw-collapsible mw-collapsed">
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6.&nbsp;'''Support Multi-party Agreements''': ICI offers full platform support for multi-party Agreements.&nbsp;You can now use a single system for managing all your Agreements and capture multiple other parties and divisions on an Agreement seamlessly. It allows you to search only metadata instead of searching multiple attributes, thus making it user-friendly. There is no limit on the number of parties that can be added. All parties can sign the Agreements either manually or electronically, based on the signing sequence set in ICI. It also supports parallel signatures independent of the status of either party.
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<div style="width:450px;float:left;" class="mw-collapsible-title">
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'''Add or Remove Approvers after Contract/Agreement is Published'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM_Help| Home]] > [[Agreement Management]] > Add and Remove Approvers
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Such Agreements include Non-Disclosure Agreements, Sell Agreements or business-specific Agreements. For example, A healthcare business group needs Contract Types for managing their contracts, but the Mergers and Acquisitions department needs their own Contract Types.<br/> &nbsp;<br/> Key capabilities of Multi-Party:
  
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You can Add, Remove '''Approvers''' and arrange them sequentially if you have privilege to '''Add/Remove''' Team.
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*Captures multiple values of Attributes and/or Masterdata
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In '''ICM''', there are certain user privileges regarding managing the '''ICM''' features and functions. These privileges are provided by ICM Administrator.<br/>
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*Tags these multiple instances in the Template
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After an '''Agreement''' is published, you can Add or Remove an Approver in '''Draft''' and '''Waiting for Approval''' state.  
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*Supports the signature workflow with these multiple instances of customer data
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*Supports multiple Rules (say for approval workflow) based on the individual values selected. For example,&nbsp;in an Agreement, if 3 Divisions are selected, the approval process should support approvals from all 3 divisions.  
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*Supports visibility in such a one-to-many environment; For example, in the multi-division scenario, the Agreement visibility too should be enabled for multiple divisions.  
  
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'''Add an Approver'''
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&nbsp;
  
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To add an Approver:
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&nbsp;
  
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1. On the home page, click the '''Agreements''' tile.<br/>
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== Upfront chevron view of agreement journey ==
  
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2. Now on the '''Agreements''' page, view [[File:View.png]] the Agreement either in '''Draft''' state or '''Waiting For Approval''' state, to add the '''Approver'''.
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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;
  
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3. Click the '''Team''' option in the left pane. All the team members for the Agreement will appear.<br/>
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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;
  
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[[File:AddRemove_Approvers_-_Adding_an_approver-4.4.png]] <br/>
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A horizontal chevron is displayed, 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.&nbsp;
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<div class="image-green-border">[[File:Chevron 1.png|720px|Chevron 1]]</div>  
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The colors of the chevron are indicative of the stage of the agreement. For example, if the theme color as per user preferences is green, then the previous stage is displayed in a light green color, the current stage is displayed in a dark green color, and the future stages are displayed in grey color.&nbsp;
  
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4. Now click [[File: Add icon.jpeg]]  next to '''Add'''. The '''Add User''' dialog box will pop up.<br/>
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The chevron displays the following 4 tabs corresponding to the various stages of the agreement’s journey:
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5. In '''Add User''' dialog box '''Select Role''' field consists of nine types of Approver and other roles as well which are:<br/>
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:* Business Function Approver<br/>
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1.'''Generate: '''Displays list of actions taken by the user on the agreement before it is published. It includes the 5 most recent logs of the actions taken (such as ''Agreement Copied, Agreement Published'') including details such as role of the user who performed the task, date and time of the action, and user name. The icons displayed next to the user name are similar to those in the agreement’s ''History ''log (such as green thumb icon for actions completed).
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:* Compliance<br/>
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:* Compliance Approver<br/>
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:* Contract Admin<br/>
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:* Finance Approver<br/>
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:* Legal Approver<br/>
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:* Marketing Approver<br/>
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:* Observer<br/>
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:* Other Approver<br/>
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:* Product Approver<br/>
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:* Sales Approver<br/>
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:* Secondary Owner<br/>
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:* Technical Approver<br/>
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Select the type of Approver as per the requirement.<br/>
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2. '''Approve:''' Displays the list of queued 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. The icons and information in this tab are similar to those displayed in the agreement’s ''Progress'' view.&nbsp;
  
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{| class="wikitable" |-style="horizontal:align-top;" 
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3. '''Execute: '''Displays details such as internal/external signatories that have either signed the agreement or whose signatures are pending. By default, the external signatory details are displayed first. The icons and information in this tab are similar to those displayed in the agreement’s ''Progress'' view.&nbsp;
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| '''Note''': When Agreement is in '''Draft''' or '''Waiting For Approval''' state, only the Approvers can take action.<br/>
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|}
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6. After that under '''Select User''', select appropriate user or search the user by entering the initials in '''Search User''' field.You can select multiple users as Approver.  
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4. '''Manage:''' Displays the 5 most recent logs of the actions taken by the user to manage the agreement post-execution. (such as ''Agreement Terminated, Agreement Superseded''). The icons displayed next to the user name are similar to those in the agreement’s ''History ''log.
  
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7. The hierarchy number of the user appears in the Step Number box. You can change the step number according to your agreement flow or keep it as it is.
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The icons displayed on the chevron include:
  
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8. The Step Number can be earlier, current or higher, irrespective of User step. The Agreement approval flows sequentially according to the step number.  
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*[[File:Chevron 1 icon.png|Chevron tick mark]]&nbsp;-&nbsp;indicates stage completed
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*[[File:Chevron clock icon.PNG|Chevron clock icon]]&nbsp;- indicates stage in progress
  
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9. Once the Users are selected, enter the required comments in the '''Comments''' box.<br/>
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'''Note:'''&nbsp;
  
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10. By default '''Send Notification''' check box will be checked, so all the users added as Approver will receive a notification regarding it. If you don't want to send notification to the added users, uncheck the '''Send Notification''' box.<br/>
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*The chevron view is only applicable to agreement contract type (agreements and amendments).&nbsp;
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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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{| class="wikitable" |-style="horizontal:align-top;" 
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<br/> Let’s consider an example of an agreement named ''Automation Basic Agreement'' and view its journey through the <u>4 stages</u> of the chevron.
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| '''Note''': Only the User added manually will receive '''Notification'''.<br/>
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|}
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11. Click '''Add'''. The added user will appear in Team option.<br/>
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1.'''Generate: '''Displays the following details:
  
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'''Remove an Approver'''
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*List of 5 most recent logs of the actions taken by the user who created the agreement – e.g. ''Agreement Copied, Agreement Created, Agreement Modified, Agreement Team Member Added, ''and finally''Agreement Published''. &nbsp; &nbsp;
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*User details – e.g. user name&nbsp;''Automation user1'' and user role ''Primary Owner''.&nbsp;
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*Time stamp – e.g. the agreement was copied on ''8/28/2020'' at ''14:05:02''.
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*Icons next to the user name – similar to those in the agreement’s History log, e.g. ''green thumb icon'' for actions completed.
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<div class="image-green-border">[[File:Chevron 2.png|720px|Chevron 2]]</div>
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<br/> 2. '''Approve:''' Displays the following details:
  
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You can remove only those '''Approvers''' that you have added manually. Approvers that are defined by rule cannot be removed.<br/>
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*List of queued 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. The list of approvers is similar to those mentioned in the ''Team'' tab.
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*Number of approvers required for agreement approval – e.g.''1 of 2 required''. If no approvers are added, then a message will be displayed that no approvers are added to the team and the agreement is directly approved.  
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*Approver details – e.g. approver 1 - ''AE User13'', approver 2 – ''AE User11''.&nbsp;
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*Hovering over the user names opens a box displaying the user (approver) email and ''Notes'' added by the user, if any.
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*The icons and information in this tab are similar to those displayed in the agreement’s ''Progress'' view.&nbsp;
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*Approvers are queued as per the rules. For example:<br/> - Step 1: Completed i.e. ''AE User 13'' has approved the content (& the ''Step 1'' tab color is light green).<br/> - Step 2: In Progress i.e. Agreement is currently waiting for approval from ''AE User 11'' (& the ''Step 2 ''tab color is dark green).<br/> - Step 3: Not Started i.e. ''Rasika ''is in queue and the agreement will be sent to her after approval from ''AE User 11'' (& the Step 3 tab color is grey).
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<div class="image-green-border">[[File:Chevron Approve.PNG|720px|Chevron Approve]]</div> <div class="image-green-border"><br/>  <br/> 3. '''Execute: '''Displays the following details:</div>
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*Internal/ external signatories that have either signed the agreement or whose signatures are pending e.g. ''Internal Signature'' by ''ami'' and ''External Signature ''by AE''User 10''.
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*Minimum number of external and internal signatures required at each step e.g. 1 of 1 required external signature at ''Step 1 ''by external signatory ''AE User 10''.&nbsp;
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*Hovering over the user names opens a box displaying the user (approver) email, with whom the agreement currently is, and for how long it has been pending with the user.
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*By default, the external signatory details are displayed first. The icons and information in this tab are similar to those displayed in the agreement’s ''Team'' tab. If no signatories are part of the team, then a message will be displayed indicating that and the agreement will directly move to the ''Executed'' state.  
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<div class="image-green-border">[[File:Chevron 4.png|720px|Chevron 4]]<br/>  <br/> '''4. Manage:''' Displays the following details:</div>
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*The 5 most recent logs of the actions taken by the user to manage the agreement post-execution e.g. ''Agreement Downloaded, Agreement Sent For Review''.&nbsp;
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*The icons displayed next to the user name are similar to those in the agreement’s ''History'' log.
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*User details – e.g. user name ''Automation user1'' and user role ''Primary Owner''.&nbsp;
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*Time stamp – e.g. the agreement was copied on ''8/28/2020 ''at ''14:08:09''.
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*Icons next to the user name – similar to those in the agreement’s ''History ''log, e.g. ''green thumb icon ''for actions completed.
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*The ''clock icon'' on the ''Manage ''tab indicates the stage that is in progress e.g. the user has to take actions on the agreement and is currently in the ''Agreement Sent For Review ''state, whereas the tick mark icon on the ''Generate, Approve ''and''Execute ''tabs indicate that these stages of the agreement’s journey are complete.&nbsp;
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<div class="image-green-border">[[File:Chevron 5.png|720px|Chevron 5]]</div>
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&nbsp;
  
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To remove an '''Approver''':
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== Contract Lifecycle Management, Artificial Intelligence, and Bulk Upload ==
  
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1. Click [[File: No icon.jpg]] next to the '''Approver''' name. A dialogue box will pop up with the message '''You are about to remove a team member!''' in it.<br/>
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For organizations looking to optimize their contract lifecycle management processes and digital transformation, this release includes capabilities to manage the bulk upload of larger volumes of legacy contracts, and Artificial Intelligence (AI) driven enhancements to improve discovery, identification, and digitization of third-party, legacy and federal contracts.
  
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2. Enter the required comments in '''Comments''' box.
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Using ICI, you have the:
  
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3. By default '''Send Notification''' check box will be checked, so the user getting removed will receive a notification regarding it. If you don't want to send notification to the user, uncheck the '''Send Notification''' box.  
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*Ability to create US Federal Acquisition Regulations clause repository and to manage US Federal Contracts using ICI.  
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*Accelerate contract digitalization and management by quickly converting legacy contracts into live contracts with AI-enhanced contract digitization capabilities which also help in AI-powered clause and attribute discovery. Excel based bulk upload capability to do so at scale.
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*Upload&nbsp;legacy Agreements in bulk supporting a larger volume of agreements and other entities using Excel utility.  
  
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{| class="wikitable" |-style="horizontal:align-top;" 
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&nbsp;
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| '''Note''': At a time only one user can be removed.<br/>
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|}
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4. Click '''Submit''', the user will be removed.<br/>
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&nbsp;
  
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&nbsp;
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</font>
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<div class="related_topics">'''Related Topics:'''&nbsp;[[Searching_agreements_and_requests|Searching Agreements and Requests]]&nbsp;| [[Adding_Supporting_Documents_to_an_Agreement|Adding Supporting Documents to an Agreement]]&nbsp;|&nbsp;[[Setting_auto-expiry_for_an_Agreement|Setting auto-expiry for an Agreement]]&nbsp;|&nbsp;[[Bulk_Actions|Bulk Actions]]&nbsp;| [[User_Administration|User Administration]] | [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;|&nbsp;[[Localizing_ICI|Localizing ICI]]&nbsp;|</div>
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<link-page pagebefore="Cancel_a_Contract/Agreement|Cancel a Contract/Agreement" pageafter="Enable_and_Disable Approvers |Enable and Disable Approvers" />
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</div>
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<div class="mw-collapsible mw-collapsed">
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<div style="width:200px;float:left;" class="mw-collapsible-title">
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'''Enable and Disable Approvers'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM Help|Home]] > [[Agreement Management]] > Enable and Disable Approvers
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You can Enable, Disable approvers, if you have Enable/Disable Team privilege. In ICM there are certain user privileges regarding managing the ICM features and functions. These privileges are provided by ICM Administrator.<br/>
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After an '''Agreement''' is published, you can Enable or Disable an Approver in '''Draft''' and '''Waiting for Approval''' state.<br/>
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1. On the '''Agreements''' page, click the '''Team''' option in the left pane. All the team members for the Agreement will appear. <br/>
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[[File:Enable disable Approvers.png]]<br/><br/>
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2. Click [[File: enable.jpeg]] to disable a user. <br/>The message <font face=Courier>  ''''Are you sure you want to disable user?''''</font> appears.<br/> Click '''Yes''' to disable the user tile.<br/>
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3. Click [[File: disable.jpeg]] to enable a user. <br/>The message <font face=Courier>  ''''Are you sure you want to enable user?''''</font> appears.
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<br/> Click '''Yes''' to enable the user tile.<br/>
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{| class="wikitable" |-style="horizontal:align-top;"
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| '''Note''': If you have the necessary privileges, you can add or remove Approvers as well. <br/>
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|}
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</font>
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<link-page pagebefore="Add_and_Remove Approvers|Add and Remove Approvers" pageafter="Send_a_Contract/Agreement_for_Review |Send a Contract/Agreement for Review" />
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<div class="mw-collapsible mw-collapsed">
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<div style="width:200px;float:left;" class="mw-collapsible-title">
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'''Trigger Notification'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM Help|Home]] > [[Agreement Management]] > Trigger Notification<br/>   
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Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Notifications tab. <br/>
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Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.
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Before triggering a notification, you need to create an agreement and add members to the agreement team.
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'''To create an agreement''': <br/>
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1. On the ICM Dashboard, click '''Agreement Management'''. <br/>
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2. On the '''Agreement Management''' page, click '''Create Agreement'''. <br/>
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3. The '''Create Agreement''' page consists of four tabs. <br/>
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A. Contract Type Details <br/>
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B. Attributes <br/>
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C. Select Template <br/>
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D. Verify <br/>
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A.'''Contract Type Details'''
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{| class="wikitable"
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|- style="vertical-align:top;"
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!style="height:10px; width:200px; text-align:left;" | '''Field'''
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!style="height:10px; width:300px; text-align:left;" | '''Action'''
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|- style="horizontal-align:top;"
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|style="height:10px; width:200px; text-align:left;" | Category
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|style="height:10px; width:300px; text-align:left;" | Select relevant category
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|- style="horizontal-align:top;"
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|style="height:10px; width:200px; text-align:left;" | Contract Type Name
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|style="height:10px; width:300px; text-align:left;" | Select appropriate contract type name
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|- style="horizontal-align:top;"
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|style="height:10px; width:200px; text-align:left;" | Type Of Paper
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|style="height:10px; width:300px; text-align:left;" | Select appropriate type of paper
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|}
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{| class="wikitable" |-style="horizontal:align-top;"
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|'''Note:''' Depending on the type of paper you select, tabs appear differently: <br/>
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- If you select the '''Type Of Paper''' as '''Own''', the '''Select Template''' tab appears. The tab displays the relevant templates for the selected contract type. <br/>
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- If you select the '''Type Of Paper''' as '''Third Party''', you need to upload a third party agreement. The '''Select Template''' tab does not appear in this case. <br/>
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|}
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B. '''Attributes''' <br/>
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  The fields that appear in '''Attributes''' tab depend on the Contract Type you selected.
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  Enter the necessary information on this page and click '''Next'''.
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C. '''Select Template'''<br/>
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  Select the appropriate template from the available list.
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D. '''Verify'''<br/>
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The Verify page consists of four buttons. <br/>
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-'''Previous''': Click this button to go back to the earlier screen.<br/>
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- '''Create''': Click this button to create the agreement. <br/>
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-'''Create and Publish''': Click this button to create and publish the agreement.<br/>
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-'''Create and Send for Approval''': Click this button to create and send the agreement for approval.<br/>
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Let us understand how to trigger a notification.<br/>
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'''To trigger a notification''':
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1.On the '''Agreement Details''' page, in the left pane, click '''Team'''.<br/>
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2.On the '''Agreement Team'''page, click    along '''Add'''.<br/>
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3.On the '''Add User''' page, select the appropriate user and the role of the user.<br/>
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3.Select the '''Send Notification''' checkbox to send the notification to the user you added.
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'''Note''': You can select the '''Send Notification''' checkbox to send notification to the user you may have removed.
+
−
</font>
+
−
</div>
+
−
</div>
+
−
 
+
−
==Review and Approve/Reject a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Send a Contract/Agreement for Review'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help| Home]] > [[Agreements]] > Send a Contract/Agreement for Review
+
−
 
+
−
ICM has strong review and approval processes. After the agreement is created, you (primary owner) send it for internal and external review. The [[Glossary|third party]] review process is carried out off-premises. The Reviewer can suggest the changes wherever necessary.<br/>
+
−
 
+
−
To send a document for a review: <br/>
+
−
1. On the details page of an agreement, click '''Request Review'''. <br/>
+
−
 
+
−
[[File:Send document for review1.jpg]] <br/>
+
−
 
+
−
The '''Request Review''' dialog box appears.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
| '''Note''': The '''Third Party''' tab displays a user that you have added as an external signatory while creating an agreement. <br/>
+
−
|}
+
−
 
+
−
Make the appropriate selection: <br/>
+
−
: a. Select '''Internal''' to add internal user as a reviewer. <br/>
+
−
: b. Select '''Third party''' to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement. <br/>
+
−
 
+
−
2. Under ''' Select User''', select appropriate user as a reviewer. Alternatively, in the '''Search User''' box, type the name of the appropriate user, and then click [[File: search icon.png]]. <br/> Use the scroll arrows [[File:scroll arrow.jpg]] to scroll through users. <br/>
+
−
 
+
−
[[File: Request review.jpg]] <br/>
+
−
 
+
−
3. Click '''Send'''. The reviewer receives a notification for review. The status of the document changes to '''Review Pending'''.<br/>
+
−
 
+
−
 
+
−
 
+
−
To learn how to review a agreement, click [[Review_a_Contract/Agreement | Review a Contract/Agreement]]. <br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Enable_and_Disable_Approvers|Enable and Disable Approvers" pageafter="Review_a_Contract/Agreement |Review a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Review a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Review a Contract/Agreement<br/>
+
−
 
+
−
There are two ways to review an agreement:
+
−
*Internal Review.
+
−
*Third party review.
+
−
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
+
−
*Contract Admin
+
−
*Primary owner
+
−
*Approver
+
−
*Reviewer
+
−
*Deviation approver
+
−
You can review an agreement as an internal reviewer if  you are assigned a role of a '''Reviewer'''.  Third party review is done by the external parties of an agreement. Let us understand the process to review an agreement as a '''Internal Reviewer'''
+
−
 
+
−
'''Review as an internal reviewer'''
+
−
 
+
−
To review an agreement as an internal reviewer: <br/>
+
−
 
+
−
1. Click the '''Notifications''' tile on the '''Home''' page, and then the '''Tasks''' tab. A list of tasks appear.<br/>
+
−
 
+
−
[[File:Agreement awaiting Review.png]] <br/>
+
−
 
+
−
2. Click the '''agreement name'''. The agreement details and preview page appears. <br/>
+
−
:a. Click the appropriate buttons: <br/>
+
−
::- '''Download Document''' to download the agreement. <br/>
+
−
::- '''Cancel Request''' to cancel the review. <br/>
+
−
::- '''Upload Document''' to upload the reviewed document. <br/>
+
−
::- '''Approve''' to approve the review. <br/>
+
−
::- '''Reject''' to reject the request. <br/>
+
−
 
+
−
:b. Click '''Approve''' to approve the request. The '''Add Note''' dialog box appears. <br/>
+
−
 
+
−
:c. Type appropriate comments, and then click '''Add'''. The status of the agreement changes to '''Draft'''. <br/>
+
−
 
+
−
Once an agreement is sent for the review using Request Review; this action can be cancelled as well.<br/>
+
−
 
+
−
3. Subsequently, you can perform certain tasks as required. <br/>
+
−
 
+
−
:- '''Download Document''' to download the agreement. <br/>
+
−
:- '''Upload document''' to upload the agreement. <br/>
+
−
:- '''Edit''' to edit the agreement document. <br/>
+
−
:- '''Assemble Contract''' to assemble multiple contracts. <br/>
+
−
:- '''Request Review''' to send the agreement for review. <br/>
+
−
:- '''Send For Approval''' to send the agreement for approval to the respective approver. <br/>
+
−
:- '''Delete''' to delete the agreement. <br/><br/>
+
−
 
+
−
'''Review as a third party reviewer'''
+
−
 
+
−
To review an agreement as a third party reviewer: <br/>
+
−
:1. Download the document that you have received by e-mail from the primary owner. <br/>
+
−
:2. Review the document, and then send it to the primary owner by e-mail. <br/>
+
−
 
+
−
'''If you are a primary owner''': <br/>
+
−
When you receive the document from the reviewer, incorporate the changes, if any, and upload the document.
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Delegate an Agreement Approval/Review]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Send_a_Contract/Agreement_for_Review|Send a Contract/Agreement for Review" pageafter="Approve_a_Contract/Agreement |Approve a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Recall an Approval'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
+
−
<font face=" Segoe UI ">
+
−
[[ICM Help| Home]] > [[Agreements]] > Recall an Approval       
+
−
+
−
In '''ICM''', user (primary owner) also has an ability to '''Recall''' an Approval, which will roll back the Agreement sent for approval, into '''Draft''' state. It helps the user to make basic changes required in the Agreement and trigger back the approval workflow again.<br/>
+
−
+
−
To '''Recall''' an Approval:<br/>
+
−
+
−
1. On an '''Agreement''' page view [[File:View.png]] the Agreement which is in '''Waiting for Approval''' state.<br/>
+
−
+
−
[[File:Recall page.png]]<br/>
+
−
+
−
2. Now on the '''Agreement''' Details page, click '''Send for Approval''' to send the Agreement further for approval.<br/>
+
−
+
−
3. Once you click '''Send For Approval''', '''Recall''' button will appear.<br/>
+
−
+
−
[[File:Recall Feature.png]]<br/>
+
−
+
−
4. You can click '''Recall''' if you want to make any changes to the Agreement which is required and was not done before sending the Agreement for approval.<br/>
+
−
+
−
5. When clicked on Recall, '''Add Note''' dialog box pops up. If required enter the relevant description and select the appropriate reason code in the '''Reason Code''' field from the list provided.<br/>
+
−
+
−
[[File:Recall Add.png]]<br/>
+
−
+
−
6. Once done click '''Save'''. The Agreement will be back in '''Draft''' state.<br/>
+
−
+
−
</font>
+
−
<link-page pagebefore="Review_a_Contract/Agreement|Review a Contract/Agreement" pageafter="Approve_a_Contract/Agreement|Approve a Contract/Agreement" />
+
−
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Approve a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help| Home]] > [[Agreements]] > Approve a Contract/Agreement   
+
−
 
+
−
A user role defines controls or permissions given to a user.  ICM has the following predefined user roles for the '''Agreements''' feature:
+
−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
*Contract Admin
+
−
*Primary owner
+
−
*Approver
+
−
*Reviewer
+
−
*Deviation approver
+
−
You can approve/reject an agreement  if you are assigned a role of a '''Approver'''.<br/>
+
−
 
+
−
To approve an agreement: <br/>
+
−
1. On the '''Home''' page, click the '''Notifications''' tile, and then the '''Tasks''' tab. A list of notifications appear.<br/>
+
−
 
+
−
[[File:Tasks details.jpg]]<br/>
+
−
</div>
+
−
 
+
−
</div>
+
−
<div style="clear:both"></div>
+
−
2. Click the '''agreement name''' link. The '''Agreement Details''' page appears. <br/>
+
−
 
+
−
3. Click '''Approve'''. The '''Add Note''' dialog box opens. <br/>
+
−
 
+
−
[[File:Approve button.jpg]]
+
−
 
+
−
4. Type appropriate note, and click '''Add'''. The status of the agreement changes to '''Approved'''.<br/>
+
−
 
+
−
To learn how to send an agreement for review, click [[Send_a_Contract/Agreement_for_Review|Send a Contract/Agreement for Review]] <br/>
+
−
 
+
−
Tutorials:<br/>
+
−
[[media:Approve Agreement Tutorial.pdf|Approve Agreement]]
+
−
 
+
−
Related Topics:<br/>
+
−
[[Delegate an Agreement Approval/Review]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Review_a_Contract/Agreement|Review a Contract/Agreement" pageafter="Reject_a_Contract/Agreement |Reject a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Reject a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Reject a Contract/Agreement<br/>
+
−
 
+
−
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
+
−
*Contract Admin
+
−
*Primary owner
+
−
*Approver
+
−
*Reviewer
+
−
*Deviation approver
+
−
You can approve/reject an agreement  if you are assigned a role of a '''Approver'''.  If you reject an agreement, you have to provide the appropriate reasons for it. <br/>
+
−
 
+
−
To reject an agreement: <br/>
+
−
1. On the ICM Home page, click the <b>Notifications</b> tile, and then click the <b>Tasks</b> tab. List of tasks waiting for your action appears.<br/>
+
−
 
+
−
2. Click the agreement name link that you want to approve.  The <b>Agreement Details</b> page appears.<br/><br/>
+
−
 
+
−
[[File:Reject an Agreement new.png]]<br/><br/>
+
−
 
+
−
3. Review the agreement, and then click <b>Reject</b> to reject and agreement.  The <b>Add Note</b> dialog box appears.<br/><br/>
+
−
 
+
−
[[File:Reject an Agreement new 2.png]]<br/><br/>
+
−
 
+
−
4. Type your comments or details explaining why you are rejecting the agreement.<br/>
+
−
 
+
−
5. In the <b>Reason Code</b> list, select the appropriate reason, and then click <b>Add</b>. The agreement goes back to the <b>Draft</b> state.<br/>
+
−
+
−
 
+
−
Tutorials:<br/>
+
−
[[media:Reject Agreement Tutorial.pdf|Reject Agreement]]
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Approve_a_Contract/Agreement|Approve a Contract/Agreement" pageafter="Add_Notes |Add Notes" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:120px;float:left;" class="mw-collapsible-title">
+
−
'''Add Notes'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Add Notes<br/>
+
−
 
+
−
Notes are the comments added to a contract request or a template. <br/> You (primary owner) can add your comments while creating or editing a contract request.<br/>
+
−
 
+
−
To add notes while creating or editing a request:<br/>
+
−
1. On the '''contract Requests Details''' page, click the '''Notes''' tab, then click '''Add Note'''. The '''Add Note''' dialog box appears.<br/>
+
−
2. In the '''Add Note''' dialog box , type the appropriate note.
+
−
 
+
−
[[File:Contract Request Details- Add Notes 1.png]] <br/>
+
−
 
+
−
 
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Delegate an Agreement Approval/Review'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help| Home]] > [[Agreements]] > Delegate an Agreement Approval/Review
+
−
 
+
−
If you are an approver, you can delegate your task of approving, reviewing, or signing an agreement to another user. <br/>
+
−
 
+
−
To delegate an agreement: <br/>
+
−
 
+
−
1. On the '''Home''' page, click the '''Notifications''' tile , and then click the '''Tasks''' tab. A list of tasks appears.<br/>
+
−
 
+
−
2. Click the agreement name link. The '''Agreement Details''' page appears. <br/>
+
−
 
+
−
[[File:Delegate an Agreement new.png]] <br/><br/>
+
−
 
+
−
3. Click '''Delegate'''. The '''Select User''' dialog box appears. <br/>
+
−
 
+
−
4. Select a user, and click '''Add'''. Alternatively, in the '''Search User''' box, type the name of the desired user, and click [[File:Search icon.png]]. <br/>Use the scroll arrows [[FIle:Scroll arrow.jpg]] to scroll through users. The '''Agreement task delegated successfully''' message appears. <br/>
+
−
 
+
−
[[File:Agreement - Details - Delegate Agreement - Success message.jpg]]
+
−
 
+
−
5. Click '''OK'''. The delegated user receives a notification. <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
| '''Note''': After delegating a task, the '''Recall Delegation''' button is visible on the '''Agreement Details''' page using which the approver can recall the delegation. <br/>
+
−
|}
+
−
 
+
−
 
+
−
Tutorials:<br/>
+
−
[[media:Delegate an Agreement Tutorial.pdf|Delegate an Agreement]]
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Add_Notes|Add Notes" pageafter="Review_Deviated_Clauses |Review Deviated Clauses" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Deviation in Clauses==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Review Deviated Clauses'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Review Deviated Clauses<br/>
+
−
 
+
−
The third party/supplier makes modifications to contract and sends it to you (Primary Owner).<br/>Being a Primary Owner, you then review deviated clauses and send it for deviation approval to the '''Deviation Approver'''.<br/>
+
−
 
+
−
To review deviated clauses: <br/>
+
−
 
+
−
1. Upload the agreement/contract in ICM.  <br/>
+
−
 
+
−
2. Click [[File:Clause Comparison Report button.jpg]] located on the upper right corner of the '''Agreement Details''' page. ICM identifies the changes made by the third party/supplier and displays them <br/>in the '''Clause Comparison Report'''. The modified clauses are flagged as '''Deviated Clauses'''. <br/>
+
−
 
+
−
[[File:Review Deviated Clauses1.jpg]] <br/>
+
−
 
+
−
The Clause Comparison Report displays the following: <br/>
+
−
 
+
−
* The '''Previous Text''' column displays the original clause text.<br/>
+
−
* The '''Current Text''' column displays the modified text. Scroll down to see the complete list of changes done for different clauses. <br/>
+
−
* The newly added text is highlighted in green. <br/>
+
−
* '''Strike through''' represents the text that is removed. <br/>
+
−
* The '''History''' tab displays the deviation information. <br/>
+
−
 
+
−
 
+
−
3. On the '''Deviations''' tab, click [[File:Edit icon.jpg]] to view the deviation details of a clause. <br/>
+
−
 
+
−
[[File:Review Deviated Clauses2.png]] <br/>
+
−
 
+
−
On the '''Deviation Details''' dialog box, you can take the following actions: <br/>
+
−
 
+
−
* View the changes done in the '''Comments''' box. <br/>
+
−
* Review the changes done for clauses, and '''add a comment for each clause'''. <br/> These comments will be visible to Deviation Approvers which will help them decide whether they should approve or reject a clause. <br/>
+
−
 
+
−
4. Add '''Deviation Approvers''' to the '''Team'''.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
| '''Note''': If the Deviation Approval Rule is defined, deviation approvers are automatically added in the '''Team''' tab. <br/>
+
−
|}
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Add Manual Deviation]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Delegate_an_Agreement_Approval/Review|Delegate an Agreement Approval/Review" pageafter="Approve_Deviated_Clauses|Approve Deviated Clauses" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Approve Deviated Clauses'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Approve Deviated Clauses<br/>
+
−
 
+
−
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
+
−
*Contract Admin
+
−
*Primary owner
+
−
*Approver
+
−
*Reviewer
+
−
*Deviation approver
+
−
You (primary owner) send the reviewed agreement/contract to '''Deviation Approver'''.  As a '''Deviation Approver''', you can approve or reject individual clauses inside the agreement if a '''Deviation Approver''' role is assigned to you.<br/>
+
−
 
+
−
To approve/reject deviated clauses: <br/>
+
−
 
+
−
1. Click the '''agreement/contract link''' that you have received in the email notification. The system navigates you to the '''Deviations''' tab of agreement details page. <br/>
+
−
 
+
−
[[File:Approve Deviated Agreement.png]] <br/>
+
−
 
+
−
4. Click [[File:View comments.jpg]] to view comments provided by other users in the team or other stakeholders. <br/>
+
−
 
+
−
2. Click [[File:Edit icon.jpg]]. The '''Deviation Details''' dialog box displays the comments provided by other users. You can add your own comments too. <br/>
+
−
 
+
−
3. After your review, click one of the following buttons: <br/>
+
−
 
+
−
* '''Approve''' to approve the clause. <br/>
+
−
* '''Reject''' to reject the clause. <br/>
+
−
* '''Delegate''' to delegate the task to another user. <br/> To learn more, click [[Delegate_an_Agreement_Approval/Review|Delegate an agreement]]. <br/>
+
−
 
+
−
The '''History''' tab displays all the events and actions related to the Clause deviations and the approval flow.  <br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Review_Deviated_Clauses|Review Deviated Clauses" pageafter="Add_Manual_Deviation |Add Manual Deviation" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Add Manual Deviation'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Add Manual Deviation<br/>
+
−
 
+
−
In the third party review, the Third party/Supplier makes modifications to agreement/contract and sends it to the Primary Owner. Primary Owner (you) check for the deviated clause text that might need approval. After reviewing, primary owner(you) add the deviated clause text manually by using the '''Deviations tab'''.  Then, primary owner(you) send the contract for further approval.<br/>
+
−
 
+
−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
To add deviations:<br/>
+
−
1. On the <b>Agreements</b> page, click[[File:Add icon.jpeg]] to add deviations to an agreement. <br/>
+
−
2. On the <b>Agreement Details</b> page, click the <b>Deviations</b> tab. <br/>
+
−
3. Click next to <b>Add Deviation</b>. The <b>Add Deviation</b> dialog box appears.<br/>
+
−
</div>
+
−
</div>
+
−
<div style="clear:both"></div>
+
−
[[File:Add Manual Deviation1.jpg]]<br/>
+
−
 
+
−
4. On the <b>Add Deviation</b> dialog box, add deviation to agreement clauses as follows:<br/>
+
−
:a. In the <b>Select Clause</b> box, select the desired clause using the select icon. The <b>Select Clauses</b> dialog box appears.<br/>
+
−
 
+
−
    [[File:Add Manual Deviation2.jpg]]<br/>
+
−
 
+
−
:b. Select the '''clause to which you want to add deviation'''. Alternatively, you can type the clause name, and click [[File:search button.png]]  to search a clause.<br/>
+
−
:c. Click <b>Add</b>. The clause name appears in the <b>Select Clause</b> box.<br/>
+
−
:d. In the <b>Deviated Text</b> box, type the new/updated text.<br/>
+
−
:e. In the <b>Comments</b> box, type comments related to deviated clause that you want other users to see.<br/>
+
−
:f. Click <b>Save</b>. The <b>'Deviation added successfully.'</b> message appears.<br/>
+
−
:g. Click <b>OK</b>. The deviation appears in the <b>Deviation</b> tab.<br/>
+
−
 
+
−
 
+
−
'''Related Topics:'''<br/>
+
−
[[Review Deviated Clauses]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Approve_Deviated_Clauses|Approve Deviated Clauses" pageafter="Fulfil_a_Commitment | Fulfil a Commitment" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Execute a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Fulfil a Commitment'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Fulfil a Commitment<br/>
+
−
 
+
−
Every agreement or contract has obligations associated with it. The obligations are towards the transactions, clauses, and so on.[[Glossary| Commitment]] is like a reminder to fulfil these obligations. For example, reminding supplier about contract expiry. <br/>
+
−
The Primary Owner creates a commitment to keep a track of a certain tasks relating to an agreement. The  commitment owner on the due date of commitment, takes the appropriate action to fulfil the commitment. For example, a commitment may be to remind a supplier to provide necessary information on time , or to renew a contract, and so on.<br/>
+
−
 
+
−
'''To fulfill a commitment:'''<br/>
+
−
 
+
−
1. On the '''Home''' page, click the <b>Notifications</b> tile, and then the <b>Commitments</b> tab. List of commitments that you need to fulfil appears.<br/>
+
−
 
+
−
[[File:Notification - Commitments.png]] <br/>
+
−
 
+
−
2. Click  <b>next</b> to the commitment that is pending for you.<br/>
+
−
3. In the <b>Add Action Details</b> tab, enter the following information:<br/>
+
−
 
+
−
:a. In the <b>Action Taken</b> box, type the details of the action you have taken on the commitment.<br/>
+
−
:b. In the <b>Action Date</b> box, type or select the action date from calendar.<br/>
+
−
:c. In the <b>Remarks</b> box, type your remarks, if any.<br/>
+
−
:d. In the <b>Commitment Status</b> list, select one of the following: <br/>
+
−
::• Cancelled<br/>
+
−
::• Failed<br/>
+
−
::• Postponed<br/>
+
−
::• Succeeded<br/>
+
−
If you select the status as <b>Postponed</b>, the <b>New Expected Completion Date</b> box appears.<br/>Type or select the new date from calendar.<br/>
+
−
+
−
:e. In the <b>File</b> field, click <b>Select File</b> to upload supporting documents.<br/>
+
−
:f. Click <b>Save.</b> The message appears as follows:<br/>
+
−
<font face=Courier New><b>'Commitment will not be editable anymore. Do you want to continue?'</b></font><br/>
+
−
:g. Click <b>Save.</b><br/><br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Add_Manual_Deviation|Add Manual Deviation" pageafter=" Send_an_Agreement_to_External/Third Party Signature |Send an Agreement for External/Third Party Signature" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:380px;float:left;" class="mw-collapsible-title">
+
−
'''Send an Agreement to External/Third Party Signature'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Send an Agreement to External/Third Party Signature <br/>
+
−
 
+
−
After an agreement is approved and signed internally, the agreement status changes to '''Waiting for External Signature'''. Then, you (primary owner) send it for external signature using the '''Send for External Signature''' button.<br/>
+
−
External signatory can sign the agreement manually or electronically.
+
−
When an agreement is sent for electronic signature; it is sent through electronic signature software. ICM is integrated with Electronic Signature Software (EchoSign/DocuSign).  In case of manual signature, the agreement is sent by an e-mail to the external signatory.<br/>
+
−
Here is the process to send an agreement for external signature:
+
−
 
+
−
'''To send an agreement to external signatory:''' <br/>
+
−
:1. Click the agreement that you want to send to external signatory. The '''Details''' page appears. <br/>
+
−
:2. Click '''Send For External Signature'''. An e-mail is sent to the external signatory from Docusign. The status of the agreement changes to '''Waiting For External Signature'''.<br/>
+
−
 
+
−
In case of manual signature, the document is sent by an e-mail to the external signatory.<br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Fulfil_a_Commitment|Fulfil a Commitment" pageafter="Electronic_Signature_for_Own_Paper |Electronic Signature for Own Paper" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Electronic Signature for Own Paper'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Electronic Signature for Own Paper<br/>
+
−
 
+
−
ICM is integrated with Electronic Signature Software (''EchoSign/DocuSign''). An external signatory can review an agreement and then electronically sign it by using Docusign. <br/>
+
−
You may want to read [[Send an Agreement to External/Third Party Signature]]  before you begin the following task. <br/>
+
−
 
+
−
'''To sign an agreement electronically:'''<br/>
+
−
 
+
−
1. Open the e-mail that you have received from Electronic Signature Software (EchoSign/DocuSign), and then click '''Review Document'''. The '''Please review & Act on These Documents''' window appears. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: signature mail.png]] <br/>
+
−
 
+
−
2. Click to select the '''I agree to use Electronics Records and Signatures''' check box, and click '''Continue'''. The '''Fields''' menu is enabled on the left panel.<br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: I agree.png]] <br/>
+
−
 
+
−
If you are using Internet Explorer, '''docusign.net wants to track your physical location''' message appears on screen. Click '''Allow'''. <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company. <br/>
+
−
|}
+
−
 
+
−
3. Click '''Sign''' next to '''Signature'''. If you are signing the document for the first time, the '''Adopt Your Signature''' dialog box appears. <br/>
+
−
 
+
−
[[File: Sign1.jpg]] <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': If you are a regular signer (signing a document more than once), the system inserts the signature that you have used while signing for the first time. <br/>
+
−
|}
+
−
 
+
−
4. Verify your '''Full Name''', '''Initials''', and '''Signature'''. Your Full Name and Initials appear as they are entered at the time of your user creation process. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: adopt your signature.png]] <br/>
+
−
 
+
−
5. On the '''Select Style''' tab, verify your signature. <br/>
+
−
 
+
−
6. Click '''Change Style''' to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures. <br/>You can select from the list of styles.<br/>
+
−
 
+
−
7. Alternatively, click the '''Draw''' tab to draw your own signature. Click '''Clear''' to clear the signature. <br/>
+
−
 
+
−
8. Click '''Adopt And Sign'''. The Signature and Initials appear onto the document. <br/>
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': Once the signature appears onto the document, you cannot go back and change the style of the signature. <br/>
+
−
|}
+
−
 
+
−
9. Click '''Finish'''. You receive a notification stating your signature process is completed.The status of the agreement changes to '''Waiting For Internal Signature'''.<br/>An e-mail is sent to the internal signatory. <br/>
+
−
 
+
−
Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once the Internal Signator signs the agreement, the status changes to '''Executed'''. <br/>A notification e-mail is sent to the primary owner, internal signatory, and external signatory.
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Send_an_Agreement_to_External/Third Party Signature|Send an Agreement to External/Third Party Signature" pageafter="Electronic_Signature_for_Third_Party_Paper |Electronic Signature for Third Party Paper" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Electronic Signature for Third Party Paper'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Electronic Signature for Third Party Paper<br/>
+
−
 
+
−
ICM is integrated with Electronic Signature Software (''EchoSign/DocuSign'') that enables external signatory to review and electronically sign an agreement. <br/>
+
−
 
+
−
You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. <br/>
+
−
 
+
−
'''To sign an agreement electronically:'''<br/>
+
−
 
+
−
1. Open the email that you have received from Electronic Signature Software (EchoSign/DocuSign), and then click '''Review Document'''. The '''Please review & Act on These Documents''' window appears. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: signature mail.png]] <br/>
+
−
 
+
−
2. Click to select the '''I agree to use Electronics Records and Signatures''' check box, and click '''Continue'''. The '''Fields''' menu is enabled on the left panel.<br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: I agree.png]] <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': If you are using Internet Explorer, '''docusign.net wants to track your physical location''' message appears. Click '''Allow'''. <br/>
+
−
|}
+
−
 
+
−
In the '''Fields''' menu, you can use the following options: <br/>
+
−
 
+
−
* '''Signature''': Drag and drop your signature onto the document. <br/>
+
−
* '''Initial''': Drag and drop your initials onto the document. <br/>
+
−
* '''Date Signed''': Drag and drop the Date onto the document. Displays current date by default. <br/>
+
−
* '''Name''': Drag and drop the Name box. Type your name into the box. <br/>
+
−
* '''Company''': Drag and drop the Company box. Type the name of your company into the box. <br/>
+
−
* '''Title''': Drag and drop the Title box. Type the title into the box. <br/>
+
−
* '''Text''': Drag and drop Text box. Type additional text into the box. <br/>
+
−
* '''Checkbox''': Drag and drop Checkbox into the document. <br/>
+
−
 
+
−
3. Drag the Signature onto the document. The '''Adopt Your Signature''' dialog box appears. Verify your '''Full Name''', '''Initials''', and '''Signature'''. <br/>Your Full Name and Initials appear as they are entered at the time of your user creation process. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: adopt your signature.png]] <br/>
+
−
 
+
−
4. On the '''Select Style''' tab, verify your signature. <br/>
+
−
 
+
−
5. Click '''Change Style''' to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures. <br/>You can select from the list of styles.<br/>
+
−
 
+
−
6. Alternatively, click the '''Draw''' tab to draw your own signature. Click '''Clear''' to clear the signature. <br/>
+
−
 
+
−
7. Click '''Adopt And Sign'''. The Signature and Initials appear onto the document. <br/>
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': Once the signature appears onto the document, you cannot go back and change the style of the signature. <br/>
+
−
|} <br/>
+
−
 
+
−
8. Click the '''Other Actions''' menu. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: other actions.png]] <br/>
+
−
 
+
−
In the dialog box that appears, select from the following options: <br/>
+
−
 
+
−
:A. Click '''FINISH LATER''' to save the document in its current state, and finish the signing process at a later time. <br/>
+
−
:B. Click '''PRINT & SIGN''' to print the document, and sign it in ink. You can scan and upload, or fax the document. <br/>
+
−
:C. Click '''ASSIGN TO SOMEONE ELSE''' to assign a third person as a signatory. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: assign someone else.png]] <br/>
+
−
 
+
−
In the '''Assign to Someone Else''' dialog box, fill in the following:
+
−
::1. In the '''Email Address for the New Signer''' box, type the email address of the person you want to assign the envelope. <br/>
+
−
::2. In the '''New Signer's Name''' box, type the name of the new signor.<br/>
+
−
::3. In the '''Please provide a reason to Research Team for changing signing responsibility ''' box, type the reason for changing the signing responsibility.<br/>
+
−
::4. Click '''ASSIGN TO SOMEONE ELSE'''. The new signor and the original sender receives a notification with you as a Carbon Copy (CC) recipient.<br/>
+
−
 
+
−
:D. Click '''DECLINE TO SIGN''' to notify the sender that you refuse to sign the document. <br/>
+
−
 
+
−
9. Click '''FINISH''' to  complete the signature process. You receive a notification stating your signature process is completed.
+
−
The status of the agreement changes to '''Waiting For Internal Signature'''. An email is sent to the internal signatory. <br/>
+
−
 
+
−
Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once an Internal Signatory signs the agreement, the status of the agreement changes to '''Executed'''. <br/>A notification email is sent to the primary owner, internal signatory, and external signatory. <br/>
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Electronic_Signature_for_Own_Paper|Electronic Signature for Own Paper" pageafter="Manual_Signature |Manual Signature" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Manual Signature'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Manual Signature<br/>
+
−
 
+
−
An external signatory can review an agreement and then manually sign it by downloading the attachment received in email.
+
−
You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. <br/>
+
−
 
+
−
'''To sign an agreement manually:''' <br/>
+
−
1. Open the e-mail that you have received from ICM, and then click '''Download''' to download the attachment that you have received in the mail. <br/>
+
−
 
+
−
[[File: manual signmail.png]] <br/>
+
−
 
+
−
2. Sign the hard copy of the agreement, and then scan the copy. <br/>
+
−
 
+
−
3. On the '''Details''' tab of the agreement, click '''Upload Signed Copy''' . The '''Upload Document''' dialog box appears. <br/>
+
−
 
+
−
[[File: upload copy1.png]] <br/>
+
−
 
+
−
4. Click '''Select File''', and then upload the signed copy of the agreement. The status of the agreement changes to '''Waiting For Internal Signature'''.<br/>
+
−
 
+
−
[[File: upload window.png]] <br/>
+
−
 
+
−
Once the external signatory signs an agreement, an e-mail is sent to the internal signatory for signature. <br/>
+
−
 
+
−
[[File: internal signmail.png]] <br/>
+
−
 
+
−
 
+
−
5. The internal signatory follows steps 1 to 4 for the manual signature. <br/>Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''''Executed''''. <br/>A notification e-mail is sent to the primary owner, internal signatory, and external signatory. <br/>
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Electronic_Signature_for_Third Party Paper|Electronic Signature for Third Party Paper" pageafter="Post_-_Execution_Review_of_an_Agreement/Contract |Post - Execution Review of an Agreement/Contract" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Terminate a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:370px;float:left;" class="mw-collapsible-title">
+
−
'''Post - Execution Review of an Agreement/Contract'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Post - Execution Review of an Agreement/Contract<br/>
+
−
 
+
−
The primary owner (you) initiates the post - execution review before terminating an agreement. For more details refer topic  [[Terminate an Agreement]].<br/>
+
−
In the post execution review, the authorized reviewer reviews the agreement. The reviewer verifies the clauses, terms and conditions,commitments of the agreement.
+
−
 
+
−
Let us see now how to initiate the post - execution review:<br/>
+
−
 
+
−
1.  On the '''ICM Home page''', click the <b>Agreements</b> tile. The list of  existing agreements is displayed on the '''Agreements''' page. <br/>
+
−
+
−
2.  Enter the '''Search For''' parameter as '''Status.''' <br/>
+
−
 
+
−
3.  Select the status as '''Executed'''. The list of executed agreements is displayed in a tabular format.<br/>
+
−
 
+
−
4.  Click the '''View Record''' icon next to the appropriate agreement record to view the agreement details.<br/>
+
−
 
+
−
5.  Click on '''Send for Review''' button to send the agreement for a post-execution review.<br/>
+
−
+
−
[[File:Post Execution Review - 1.png]] <br/><br/>
+
−
 
+
−
As per the rule, contract will be sent to the person who is added in a Team as a Reviewer.<br/>
+
−
<br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Manual_Signature|Manual Signature" pageafter="Terminate_an_Agreement |Terminate an Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Terminate an Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Terminate an Agreement<br/>
+
−
 
+
−
Terminate an agreement means putting an end to the existing executed agreement. You can terminate an agreement for various business reasons.<br/>
+
−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
'''Prerequisite to terminate an agreement''':<br/>
+
−
The primary owner (you) initiates the post - execution review before terminating the agreement. The authorized reviewer in the team reviews the agreement. After the agreement is reviewed, the status of the agreement changes to '''Reviewed'''. Thereafter, primary owner (you) can terminate the agreement.<br/> Refer topic [[Post_-_Execution_Review_of_an_Agreement/Contract|Post - execution review of an agreement]] for more details.
+
−
<br/>
+
−
 
+
−
Let us see now how to terminate an agreement: <br/>
+
−
1. On the '''ICM Home page''', click the <b>Agreements</b> tile. The list of existing agreements is displayed on the '''Agreements''' page. <br/>
+
−
+
−
2.  Enter the '''Search For''' parameter as '''Status.''' Agreements having various status are displayed along with the count of agreements having respective status.<br/>
+
−
</div>
+
−
 
+
−
    </div>
+
−
<div style="clear:both"></div>
+
−
3.  Select the status as '''Executed'''. A list of executed agreements is displayed in a tabular format.<br/>
+
−
 
+
−
4.  Click the agreement name link that you want to send for the post execution review.  The '''Agreement Details''' page appears,click '''Send for Review'''. After the agreement is reviewed by the authorized reviewer in the team, the agreement status changes to '''Reviewed'''<br/>
+
−
 
+
−
5. Click the agreement name link to open the agreement, the '''Agreement Details''' page appears. Click '''Terminate''' to terminate the agreement.  The agreement status changes to '''Terminated''' .<br/><br/> [[file:Agreement details_1.png]]<br/><br/>[[file:Agreement status.png]]
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Post_ - Execution_Review_of_an_Agreement/Contract|Post - Execution Review of an Agreement/Contract" pageafter= "Add_Amendment_to_a_Contract/Agreement | Add Amendment to a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Add Amendment to a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Add Amendment to a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI">
+
−
 
+
−
[[ICM Help| Home]] > [[Agreements]] > Add Amendment to a Contract/Agreement<br/>   
+
−
 
+
−
Once an agreement is executed, you cannot edit it. However, you can add amendment to an executed agreement. <br/>
+
−
 
+
−
To add amendment to an agreement: <br/>
+
−
 
+
−
1. On the '''Agreement Details''' page, click '''Add amendment'''. The '''Add amendment''' page appears. <br/>
+
−
 
+
−
2. On the '''Attributes''' tab, make changes to the information that you want to update, and then click '''Next'''. The '''Verify''' tab appears.<br/>
+
−
<div>
+
−
      <div style="float:left;width:65%;" >
+
−
3. On the '''Verify''' tab, verify the information that you have updated, and then click '''Create'''. The '''Amendment Details''' page appears. The amendment moves to the '''Draft''' state.<br/>
+
−
 
+
−
4. On the '''Amendment Details''' page, do the following: <br/>
+
−
 
+
−
Click the buttons as appropriate:
+
−
* '''Download Document''' to download the document for review. <br/>
+
−
* '''Upload Document''' to upload the document. <br/>
+
−
* '''Edit''' to edit the amendment. <br/>
+
−
* '''Publish''' to publish the amendment. <br/>
+
−
 
+
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The parent agreement appears on the upper right corner above the amendment summary. <br/>
+
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</div>
+
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+
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</div>
+
−
<div style="clear:both"></div>
+
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[[File:Add amendment.png]] <br/>
+
−
 
+
−
Click the '''name of the agreement''' (for example, ICMMSATest_28) to view the parent agreement.<br/>
+
−
The amendment appears on the '''Amendment''' tab on the '''Agreement Details''' page (of the parent agreement). <br/>
+
−
 
+
−
5. Click [[File: eyeball.png]] to view the amendment.<br/>
+
−
 
+
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{| class="wikitable" |-style="horizontal:align-top;" 
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|'''Note''': After adding an amendment to an agreement, it has to go through the similar flow of agreement from draft until execution. <br/>When the amendment is executed, it supersedes the original agreement and the status changes to '''Superseded'''.  <br/>
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|}
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</font>
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<link-page pagebefore="Terminate_an_Agreement|Terminate an Agreement" pageafter="Install_ICM_Excel_Add-In |Install ICM Excel Add-In" />
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+
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</div>
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</div>
+
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+
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==Upload Agreements Using MS Excel==
+
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<div class="mw-collapsible mw-collapsed">
+
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<div style="width:200px;float:left;" class="mw-collapsible-title">
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'''Install ICM Excel Add-In'''
+
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</div>
+
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<div class="mw-collapsible-content">
+
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<font face=" Segoe UI ">
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[[ICM Help|Home]] > [[Agreements]] > Install ICM Excel Add-In<br/>
+
−
 
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ICM Excel Add-in is a software program that adds ICM functionality to Microsoft Excel. Once you install the Add-in, it gets integrated with Microsoft Excel. <br/>
+
−
 
+
−
== System Requirements ==
+
−
+
−
- Microsoft Office 2010 and above <br/>
+
−
- Microsoft .NET Framework 4.5 and above <br/>
+
−
- Visual Studio 2012 Tools for Office Runtime package <br/>
+
−
 
+
−
== Installing ICM Excel Add-in ==
+
−
 
+
−
To install the ICM Excel Add-In <br/>
+
−
 
+
−
1. Double-click the '''setup.exe''' program file on your hard disk to start the Setup program.  <br/>
+
−
 
+
−
2. In the '''ICM Excel Add-In - InstallShield Wizard''', Click '''Next'''. <br/>
+
−
 
+
−
[[File:Welcome xl.jpg]] <br/>
+
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+
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3. Read the '''Readme information''', and then click '''Next'''. <br/>
+
−
 
+
−
[[File:Readme xl.jpg]] <br/>
+
−
 
+
−
4. Check the settings before you begin the installation, and then click '''Install'''. If you want to review or change any of your installation settings, click '''Back'''.<br/>Click '''Cancel''' to exit the wizard. <br/>
+
−
 
+
−
[[File:Instll xl.jpg]] <br/>
+
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+
−
5. In the '''Do you want to allow the following program from an unknown publisher to make changes to this computer?''' message, Click '''Yes'''.<br/>Once the installation completes, the '''InstallShield Wizard Completed''' message appears.<br/>
+
−
 
+
−
6. Click '''Finish'''.  <br/>
+
−
 
+
−
[[File:Wzrd complt.jpg]] <br/>
+
−
 
+
−
 
+
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Once you install the ICM Excel Add-in, the '''ICM Bulk Insert''' tab appears on the Microsoft Excel toolbar.<br/>
+
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+
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[[File:Bulk insrt tab.jpg]]
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+
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+
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To learn how to log on to the ICM Excel Add-in, click [[Log_In_to_ICM_Excel_Add-In|[Log In to ICM Excel Add-In | Login to the ICM Excel Add-In]]. <br/>
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</font>
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<link-page pagebefore="Add_Amendment_to_Contract/Agreement|Add Amendment to Contract/Agreement" pageafter="Log_In_to_ICM_Excel_Add-In |Log In to ICM Excel Add-In" />
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed">
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<div style="width:200px;float:left;" class="mw-collapsible-title">
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'''Log In to ICM Excel Add-In'''
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</div>
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<div class="mw-collapsible-content">
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This text is hidden, user can see this text by clicking on expand button. Demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed">
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<div style="width:300px;float:left;" class="mw-collapsible-title">
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'''Upload Agreements Using ICM Bulk Insert'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM_Help|Home]] > [[Agreements]] > Upload Agreements Using ICM Bulk Insert<br/>
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With Microsoft Excel Add-in, you can create and upload agreements in your central ICM repository using the familiar Microsoft Excel interface. <br/>You can use ICM Excel Add-in to create agreements in bulk, and upload them into ICM at once. <br/>
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−
== Upload agreements to ICM ==
+
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+
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By using '''ICM Excel Add-In''', you can upload bulk of agreements at once. <br/>
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+
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To upload agreements: <br/>
+
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+
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1. On the '''ICM Bulk Insert''' tab, in the '''Selections''' group, click '''Contract Type''' list, and then select appropriate contract type. <br/>
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[[File: Excel sel.jpg]] <br/>
+
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+
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2. In the '''Action''' list, select from the following actions: <br/>
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+
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* '''Create Agreement''': Click to create a new agreement. <br/>
+
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* '''Create Agreement With Association''': Click to create agreement and add associations (associated document/agreement) to it. <br/>
+
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* '''Update Agreement''': Click to update an existing agreement. <br/>
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* '''Add Associations To Existing Agreements''': Click to add associations to already created agreements. <br/>
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* '''Update Associations Of Existing Agreements''': Click to update the associations of already created agreements. <br/>
+
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* '''Add Amendment''': Click to add amendments to agreements. <br/>
+
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* '''Update Amendment''': Click to update existing amendment. <br/>
+
−
* '''Update Associations Of Existing Amendments''': Click to add/update associations of existing amendments. <br/>
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+
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3. In the '''Actions''' group, click '''Populate Workbook'''. The ''''This will populate workbook for selected action. Do you want to continue?'''' message appears.  <br/>
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[[File: Populate.jpg]] <br/>
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4. Click '''Yes'''. All the attributes related to the selected contract type appear as column headers in the excel sheet. <br/>
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5. Fill appropriate information in the attributes. <br/>
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{| class="wikitable" |-style="horizontal:align-top;"
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| '''Note''': <br/>The attributes that appear in red color are mandatory. <br/>For example, in the '''Status''' attribute, you must select the status from '''Draft''', '''Publish''', '''Send For approval''', and '''DirectByPass''' (execute).
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|}
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6. Click '''Upload'''. The '''Agreements created successfully''' message appears. The agreement appears in ICM as well as gets listed in the excel sheet. <br/>
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</font>
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<<link-page pagebefore="Log_In_to_ICM_Excel_Add-In| Log In to ICM Excel Add-In " pageafter="Create_an_Associated_Document |Create an Associated Document" />
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</div>
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</div>
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==Association Management==
+
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<div class="mw-collapsible mw-collapsed">
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<div style="width:240px;float:left;" class="mw-collapsible-title">
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'''Create an Associated Document'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
+
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[[ICM Help|Home]] > [[Agreement Management]] > Create an Associated Document<br/>
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−
In ICM, now you can create the associated documents separately. <br/>
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'''To create an associated document:''' <br/>
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+
−
1. On the ICM Home page, click the '''Associated Documents''' tile. The '''Associated Documents''' page appears. <br/>
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+
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2. Click the '''Create Associated Document''' tile. The Create Associated Document wizard opens. <br/>
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The wizard consists of two tabs: <br/>
+
−
 
+
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* '''Associated Details''' <br/>
+
−
* '''Metadata''' <br/>
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Enter the data in each tab as follows and click '''Next''' to go to the next tab. <br/>
+
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+
−
* '''Associated Details''' <br/>
+
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+
−
[[File:Association Details.jpg]] <br/>
+
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+
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1. In the '''Parent Agreement''' field, click [[File:Spec.jpg]] to select the agreement for which you want to create the associated document. <br/>
+
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2. In the '''Category''' list, select the category of the associated document. <br/>
+
−
3. In the '''Contract Type Name''', select the contract type for which you want to create the associated document. <br/>
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+
−
* '''Metadata''' <br/>
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In the '''Metadata''' tab, enter the appropriate information in the attributes, in the '''File Path''' field upload the associated document, and then click Create. The '''Associated Document''' gets created. <br/>
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</font>
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<link-page " pageafter=" Search_an_Associated_Document | Search an Associated Document" />
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed">
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<div style="width:240px;float:left;" class="mw-collapsible-title">
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'''Search an Associated Document'''
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</div>
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<div class="mw-collapsible-content">
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<font face="Segoe UI">
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[[ICM Help|Home]] > [[Agreement Management]] > Search an Associated Document<br/>
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Use '''Search''' feature to get relevant search results. You can use various methods to narrow down your search and locate the associated document you are looking for.
+
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−
'''To search associated documents:'''<br/>
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+
−
1. On the ICM Home page, click the '''Associated Document''' tile. The Associated Document page appears. <br/>
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−
[[File:Associated Document page.jpg]]<br/><br/>
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Search for a specific associated document by using any of the following options:
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2. Under '''Search For''',
+
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:* Click the '''Select Field''' list, and then select appropriate item from the list. The results that are relevant to the item appear. For example, if you select '''Status''' (to filter associations according to various status' pf associated documents), list of various status' of associated documents appear. You can then select appropriate status to filter your search. <br/>
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:* The number in the bracket denotes the number of available items which contain the search term. You can also select multiple options.<br/>
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+
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[[File:Search associated doc.jpg]]<br/><br/>
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+
−
:* To narrow your search, type free text in the '''Custom Keyword''' box, and then click '''Apply'''.
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−
3. Alternatively, type '''keywords''' in the search box that is provided above the list of existing associated documents. A list of relevant associated documents appears. <br/>
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4. You can further narrow your search by using any of the following methods:<br/>
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{| class="wikitable"
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|- style="vertical-align:middle;"
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|style="height:5px; width:100px; text-align:left;" | '''Search Term'''
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|style="height:5px; width:500px; text-align:left;" | '''Result'''
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|- style="horizontal-align:middle;"
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|style="height:5px; width:100px; text-align:left;" | "..."
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|style="height:5px; width:500px; text-align:left;" | Type the search term in double quotation marks. It shows existing associated documents that include the exact search term.
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|- style="horizontal-align:middle;"
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|style="height:5px; width:100px; text-align:left;" | *...*
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|style="height:5px; width:500px; text-align:left;" | Type the search term in star characters. It shows existing associated documents that include the exact search term.
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+
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|- style="horizontal-align:middle;"
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|style="height:5px; width:100px; text-align:left;" | *...
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|style="height:5px; width:500px; text-align:left;" | Prefix * to the search term. It shows existing associated documents that end with this term.
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|- style="horizontal-align:middle;"
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|style="height:5px; width:100px; text-align:left;" | ...*
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|style="height:5px; width:500px; text-align:left;" | Suffix * to the search term. It shows existing associated documents that start with this term.
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|}
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+
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+
−
'''Viewing the saved search terms and mark search as a Favorite'''
+
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+
−
You can view your saved search terms by doing the following:
+
−
 
+
−
:a. In the '''More Searches''' box, select your '''saved search'''.
+
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+
−
:b. Click [[File: favorite icon.jpg]] to mark the search term as '''favorite'''. You can find your marked favorites below the tiles. <br/>
+
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+
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+
−
To learn how to save your search, click [[Save_Your_Search_Results|Save Your Search Results]]. <br/>
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+
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+
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+
−
</font>
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<link-page pagebefore="Create_an_Associated_Document|Create an Associated Document" pageafter="Approve_an_Associated_Document|Approve an Associated Document" />
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed">
+
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<div style="width:240px;float:left;" class="mw-collapsible-title">
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'''Approve an Associated Document'''
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−
</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM Help|Home]] > [[Agreement Management]] > Approve an Associated Document<br/>
+
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+
−
When the associated document is created, the approval rule triggers, and the document is sent to the approvers that are set by the approver rule. If you are an approver, you can approve or reject the associated document. <br/>
+
−
 
+
−
To Approve an associated document: <br/>
+
−
 
+
−
1. On your Home page, click the '''Notifications''' tile. The '''Tasks''' tab appears by default. <br/>
+
−
 
+
−
[[File:Associated doc notification.jpg]] <br/>
+
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+
−
2. Click the association name link that you want to approve. The '''Associated Document Details''' page appears. <br/>
+
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+
−
[[File:Associated doc details.jpg]] <br/>
+
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+
−
3. To Approve the document, click '''Approve'''. To reject the document, click '''Reject'''.  <br/>
+
−
 
+
−
4. If you click:
+
−
 
+
−
* '''Approve''': The '''Add Note''' dialog box appears. Type your comments and then click '''Add'''. The associated document gets approved. <br/>
+
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+
−
[[File:Approve asso.jpg]] <br/>
+
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+
−
* '''Reject''': The '''Add Note''' dialog box appears. Type your comments, select the appropriate reason code, and then click '''Add'''. The associated document gets rejected and goes into the '''Draft''' state. <br/>
+
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+
−
[[File:Reject assoc..jpg]] <br/>
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+
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</font>
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</div>
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</div>
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Latest revision as of 10:55, 28 September 2020

Agreement Management

The Agreement Management section enables you to manage all aspects of creating and editing Agreements from a single page. From this page, you can do the following tasks:

  • View and manage all your Agreements on the Agreements page.
  • Create new Agreements on the Creating an Agreement.
  • Search, view, and manage all your existing requests on the Requests page.
  • Create new Requests on the Create Request page.
Agreement Mgmt

In ICI, the terms Agreement and Contract are used interchangeably and mean the same thing. In this Help, we will use the word Agreement when discussing Agreements, whereas Contracts will be discussed with reference to Contract Types.

While the actual workflow of an Agreement in ICI can be quite complex and involved, it is summarized in these five steps:

Agreement Management - Agreement Overview.png

1. Create Contract Request: When someone in your organization, such as a department manager wants to engage a vendor for certain services over a length of time, the individual can raise that request with the procurement department that can then work on that Agreement. Depending on the workflow adopted, your organization may:

  • Enforce this step so that all contracts are initiated and drafted only by one department, or
  • Make this step completely optional, so it can be skipped by someone who is an expert at contracting and its process.

2. Create Agreement: In this step, the primary owner or the creator of the agreement select the contract type, selects attributes and template, and verifies the details that you entered in the agreement. See Create Agreement Page for complete details.

3. Review Agreement: After the primary owner has created an internal draft of the agreement, it is published. The published draft can be sent for reviews (optional, if decided by the Primary Owner of the Agreement) .

4. Approve Agreement: Once the Agreement is reviewed, it can be sent for approvals to the team of people that are working on this Agreement in various roles.

5. Execute Agreement: Several people can review and approve the Agreement before it is ready to be signed. After all approvals are obtained, the Agreement is sent to be signed by both the parties. With both parties signing (known as internal and external signatories in ICI), the Agreement is said to be executed and is now in force.

Notes:
If an incorrect document was initially uploaded by a signatory, a user with the appropriate privilege can upload the correct document even after the agreement is executed. The uploaded document must be a PDF. The Executed state of the Agreement remains unchanged. Only the following roles have this privilege:
   * Primary Owner
   * Secondary Owner
   * Contributor

If changes are required in the Agreement that is in an Executed state, the Primary Owner of the Agreement can add an Amendment. Changes may be required due to any of the following business reasons:
   * The payment terms of the Agreement have changed.
   * The Statement of Work (SOW) in the Agreement has changed.
   * The terms and conditions of the Agreement have changed due to the introduction of a new regulation.

6. Support Multi-party Agreements: ICI offers full platform support for multi-party Agreements. You can now use a single system for managing all your Agreements and capture multiple other parties and divisions on an Agreement seamlessly. It allows you to search only metadata instead of searching multiple attributes, thus making it user-friendly. There is no limit on the number of parties that can be added. All parties can sign the Agreements either manually or electronically, based on the signing sequence set in ICI. It also supports parallel signatures independent of the status of either party.

Such Agreements include Non-Disclosure Agreements, Sell Agreements or business-specific Agreements. For example, A healthcare business group needs Contract Types for managing their contracts, but the Mergers and Acquisitions department needs their own Contract Types.
 
Key capabilities of Multi-Party:

  • Captures multiple values of Attributes and/or Masterdata
  • Tags these multiple instances in the Template
  • Supports the signature workflow with these multiple instances of customer data
  • Supports multiple Rules (say for approval workflow) based on the individual values selected. For example, in an Agreement, if 3 Divisions are selected, the approval process should support approvals from all 3 divisions.
  • Supports visibility in such a one-to-many environment; For example, in the multi-division scenario, the Agreement visibility too should be enabled for multiple divisions.

 

 

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. 

A horizontal chevron is displayed, 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. 

Chevron 1

The colors of the chevron are indicative of the stage of the agreement. For example, if the theme color as per user preferences is green, then the previous stage is displayed in a light green color, the current stage is displayed in a dark green color, and the future stages are displayed in grey color. 

The chevron displays the following 4 tabs corresponding to the various stages of the agreement’s journey:

1.Generate: Displays list of actions taken by the user on the agreement before it is published. It includes the 5 most recent logs of the actions taken (such as Agreement Copied, Agreement Published) including details such as role of the user who performed the task, date and time of the action, and user name. The icons displayed next to the user name are similar to those in the agreement’s History log (such as green thumb icon for actions completed).

2. Approve: Displays the list of queued 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. The icons and information in this tab are similar to those displayed in the agreement’s Progress view. 

3. Execute: Displays details such as internal/external signatories that have either signed the agreement or whose signatures are pending. By default, the external signatory details are displayed first. The icons and information in this tab are similar to those displayed in the agreement’s Progress view. 

4. Manage: Displays the 5 most recent logs of the actions taken by the user to manage the agreement post-execution. (such as Agreement Terminated, Agreement Superseded). The icons displayed next to the user name are similar to those in the agreement’s History log.

The icons displayed on the chevron include:

  • Chevron tick mark - indicates stage completed
  • Chevron clock icon - indicates stage in progress

Note: 

  • The chevron view is only applicable to agreement contract type (agreements and amendments). 
  • By default, the chevron is disabled; it can be enabled for selected contract types.
  • The chevron labels support localization.


Let’s consider an example of an agreement named Automation Basic Agreement and view its journey through the 4 stages of the chevron.

1.Generate: Displays the following details:

  • List of 5 most recent logs of the actions taken by the user who created the agreement – e.g. Agreement Copied, Agreement Created, Agreement Modified, Agreement Team Member Added, and finallyAgreement Published.    
  • User details – e.g. user name Automation user1 and user role Primary Owner. 
  • Time stamp – e.g. the agreement was copied on 8/28/2020 at 14:05:02.
  • Icons next to the user name – similar to those in the agreement’s History log, e.g. green thumb icon for actions completed.
Chevron 2


2. Approve: Displays the following details:

  • List of queued 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. The list of approvers is similar to those mentioned in the Team tab.
  • Number of approvers required for agreement approval – e.g.1 of 2 required. If no approvers are added, then a message will be displayed that no approvers are added to the team and the agreement is directly approved.
  • Approver details – e.g. approver 1 - AE User13, approver 2 – AE User11. 
  • Hovering over the user names opens a box displaying the user (approver) email and Notes added by the user, if any.
  • The icons and information in this tab are similar to those displayed in the agreement’s Progress view. 
  • Approvers are queued as per the rules. For example:
    - Step 1: Completed i.e. AE User 13 has approved the content (& the Step 1 tab color is light green).
    - Step 2: In Progress i.e. Agreement is currently waiting for approval from AE User 11 (& the Step 2 tab color is dark green).
    - Step 3: Not Started i.e. Rasika is in queue and the agreement will be sent to her after approval from AE User 11 (& the Step 3 tab color is grey).
Chevron Approve

 
3. Execute: Displays the following details:
  • Internal/ external signatories that have either signed the agreement or whose signatures are pending e.g. Internal Signature by ami and External Signature by AEUser 10.
  • Minimum number of external and internal signatures required at each step e.g. 1 of 1 required external signature at Step 1 by external signatory AE User 10. 
  • Hovering over the user names opens a box displaying the user (approver) email, with whom the agreement currently is, and for how long it has been pending with the user.
  • By default, the external signatory details are displayed first. The icons and information in this tab are similar to those displayed in the agreement’s Team tab. If no signatories are part of the team, then a message will be displayed indicating that and the agreement will directly move to the Executed state.
Chevron 4
 
4. Manage: Displays the following details:
  • The 5 most recent logs of the actions taken by the user to manage the agreement post-execution e.g. Agreement Downloaded, Agreement Sent For Review. 
  • The icons displayed next to the user name are similar to those in the agreement’s History log.
  • User details – e.g. user name Automation user1 and user role Primary Owner. 
  • Time stamp – e.g. the agreement was copied on 8/28/2020 at 14:08:09.
  • Icons next to the user name – similar to those in the agreement’s History log, e.g. green thumb icon for actions completed.
  • The clock icon on the Manage tab indicates the stage that is in progress e.g. the user has to take actions on the agreement and is currently in the Agreement Sent For Review state, whereas the tick mark icon on the Generate, Approve andExecute tabs indicate that these stages of the agreement’s journey are complete. 
Chevron 5

 

Contract Lifecycle Management, Artificial Intelligence, and Bulk Upload

For organizations looking to optimize their contract lifecycle management processes and digital transformation, this release includes capabilities to manage the bulk upload of larger volumes of legacy contracts, and Artificial Intelligence (AI) driven enhancements to improve discovery, identification, and digitization of third-party, legacy and federal contracts.

Using ICI, you have the:

  • Ability to create US Federal Acquisition Regulations clause repository and to manage US Federal Contracts using ICI.
  • Accelerate contract digitalization and management by quickly converting legacy contracts into live contracts with AI-enhanced contract digitization capabilities which also help in AI-powered clause and attribute discovery. Excel based bulk upload capability to do so at scale.
  • Upload legacy Agreements in bulk supporting a larger volume of agreements and other entities using Excel utility.

 

 

 

Related Topics: Searching Agreements and Requests | Adding Supporting Documents to an Agreement | Setting auto-expiry for an Agreement | Bulk Actions | User Administration | Association Management | Compliance Management | Template Management | Clause Management | Configuration | Reports | Localizing ICI |
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