• Contract Admin
• Primary owner
• Approver
• Reviewer
• Deviation approver

You can create an agreement from a Contract Request if you are assigned a role of a Contract Admin.
While creating a request, the requestor (primary owner) adds the contract admin to the team.
After the request is approved, you receive the notification for the same. You can check this notification under the Notifications tile. Then, click the appropriate request name link to review the request information and create the agreement.
Here is the process to create an agreement from a request:

To create an agreement from a request:

1. Click the Notifications tile on the Home page, and then click the Tasks tab. A list of tasks and notifications appears.

2. Select the requests that are awaiting your action.

3. Review the information and then click Create Contract.

4. The Create Agreement page consists of four tabs:

A. Contract Type Details

B. Attributes

C. Select Template

D. Verify

5. Provide appropriate information on each tab as follows, and click Next to go to the next tab.

a. Contract Type Details tab

b. Attributes tab

The attributes and the information entered in the Attributes tab is inherited from the Contract Request.
Enter appropriate information in the respective fields.

c. Select Template tab

The Select Template tab displays the templates that you have created for a particular contract type.

d. Select Verify tab. Verify the details you have entered to create an agreement.

6. Select an appropriate template. Verify all the agreement information.

7. Click Create to create a contract.

- Click Create and Publish to create the contract and publish it at the same time.

- Click Create and Send for approval to create and then send a contract for approval.

Peer to Peer Association

a. Click to add an association. The Select Association dialogue box appears.

b. In the Select Association dialogue box, select an appropriate association, and then click Select. The selected Association appears added in the Association tab, with an increment in the association number.

Parent to Child Association

c. Click to add an association. The Create Associated Document page appears with the parent agreement name on the right side of the page.

d. Enter appropriate information in the respective fields, and then click Create to create a child association for an agreement.

The association appears in the Association tab, with an increment in the association number.

a. In the Description box, type description for the commitment.

b. In the Commitment Type list, select the type of commitment.

c. In Recurring Commitment field, select Yes if it is a recurring commitment. Select No if it is a one time commitment.

d. In Due Date, select a due date for the commitment.

e. In the Business Owner box, click next to the box. The Select User dialog box appears.

i. Click the desired user name, and then click Add.

ii. You can also search the user(s) using the icon provided in the top right corner. The selected user's name appears in the Business Owner field.

f. In the Instructions box, type the instructions for the commitment.

g. In Reminders, type respective reminders for the commitment in days.

h. In Over due Reminder, type an over due reminder.

i. Click Add Commitment. The added commitment appears under Commitments.

3. The event is displayed on the History tab- Commitment was created by (user name) on (date and time) with due date (the due date).

The following icons are available next to each commitment text:

Field	Action
	Click the icon to delete the commitment
	Click the icon to edit the details of the commitment. The Edit Commitment dialog box appears.Edit the desired fields, and then click Update Commitment. You can edit only the Due Date and Business Owner fields.
	This icon is visible for the commitments assigned to your user id. Click the icon to enter the details of the action that you have taken on the assigned commitment. Specify the details for each field as appropriate, and click the Save button.
	This icon is visible for the commitments assigned to your user id. Click the icon to view the details of your commitment.

4. To add more commitments, repeat steps 1 to 3 as required.

Details

On this tab, you can add users, and type the subject line and your message.

a. In the To, Cc, and Bcc fields, click to add users. The Select Users dialog box appears.

The Select User dialog box displays the following tabs:

• Internal: Add internal users.

• Third Party: Add third party users.

• Role: Add users according to role. Includes External Signatory.

b. In the Subject field, type the subject of the message.

c. In the Message field, ype the message or comments and then click Broadcast. The message Broadcast Successful appears.



d. Click OK. The system sends an email notification with the attached documents.

Attachments

On this tab, you can attach the agreement document. The tab displays documents with their version number and document format. The tab displays the following:

The tab displays the agreements in the form of a table. The table has the following columns:

• Checkbox to select the agreement
• Name
• Version No
• Document Format
• Version comments for document version

Click to select the appropriate agreement document.

- Previous to go back and make changes to the information that you have entered.

- Update to update the agreement.

Related Topics:
Search Contracts/Agreements

• Business Function Approver
  
• Compliance
  
• Compliance Approver
  
• Contract Admin
  
• Finance Approver
  
• Legal Approver
  
• Marketing Approver
  
• Observer
  
• Other Approver
  
• Product Approver
  
• Sales Approver
  
• Secondary Owner
  
• Technical Approver
  

Select the type of Approver as per the requirement.

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.

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.

8. The Step Number can be earlier, current or higher, irrespective of User step. The Agreement approval flows sequentially according to the step number.

9. Once the Users are selected, enter the required comments in the Comments box.

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.

11. Click Add. The added user will appear in Team option.

Remove an Approver

You can remove only those Approvers that you have added manually. Approvers that are defined by rule cannot be removed.

To remove an Approver:

1. Click next to the Approver name. A dialogue box will pop up with the message You are about to remove a team member! in it.

2. Enter the required comments in Comments box.

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.

4. Click Submit, the user will be removed.

B. Attributes

  The fields that appear in Attributes tab depend on the Contract Type you selected.
  Enter the necessary information on this page and click Next.

C. Select Template

  Select the appropriate template from the available list. 

D. Verify
The Verify page consists of four buttons.

-Previous: Click this button to go back to the earlier screen.
- Create: Click this button to create the agreement.
-Create and Publish: Click this button to create and publish the agreement.
-Create and Send for Approval: Click this button to create and send the agreement for approval.

Let us understand how to trigger a notification.

To trigger a notification:

1.On the Agreement Details page, in the left pane, click Team.
2.On the Agreement Teampage, click along Add.
3.On the Add User page, select the appropriate user and the role of the user.
3.Select the Send Notification checkbox to send the notification to the user you added.

Make the appropriate selection:

a. Select Internal to add internal user as a reviewer.

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.

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 .
Use the scroll arrows to scroll through users.

3. Click Send. The reviewer receives a notification for review. The status of the document changes to Review Pending.

To learn how to review a agreement, click Review a Contract/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:

1. Click the Notifications tile on the Home page, and then the Tasks tab. A list of tasks appear.

2. Click the agreement name. The agreement details and preview page appears.

a. Click the appropriate buttons:

- Download Document to download the agreement.

- Cancel Request to cancel the review.

- Upload Document to upload the reviewed document.

- Approve to approve the review.

- Reject to reject the request.

b. Click Approve to approve the request. The Add Note dialog box appears.

c. Type appropriate comments, and then click Add. The status of the agreement changes to Draft.

Once an agreement is sent for the review using Request Review; this action can be cancelled as well.

3. Subsequently, you can perform certain tasks as required.

- Download Document to download the agreement.

- Upload document to upload the agreement.

- Edit to edit the agreement document.

- Assemble Contract to assemble multiple contracts.

- Request Review to send the agreement for review.

- Send For Approval to send the agreement for approval to the respective approver.

- Delete to delete the agreement.

Review as a third party reviewer

To review an agreement as a third party reviewer:

1. Download the document that you have received by e-mail from the primary owner.

2. Review the document, and then send it to the primary owner by e-mail.

If you are a primary owner:
When you receive the document from the reviewer, incorporate the changes, if any, and upload the document.

Related Topics:
Delegate an Agreement Approval/Review

2. Click the agreement name link. The Agreement Details page appears.

3. Click Approve. The Add Note dialog box opens.

4. Type appropriate note, and click Add. The status of the agreement changes to Approved.

To learn how to send an agreement for review, click Send a Contract/Agreement for Review

Tutorials:
Approve Agreement

Related Topics:
Delegate an Agreement Approval/Review

• 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.

To reject an agreement:
1. On the ICM Home page, click the Notifications tile, and then click the Tasks tab. List of tasks waiting for your action appears.

2. Click the agreement name link that you want to approve. The Agreement Details page appears.

3. Review the agreement, and then click Reject to reject and agreement. The Add Note dialog box appears.

4. Type your comments or details explaining why you are rejecting the agreement.

5. In the Reason Code list, select the appropriate reason, and then click Add. The agreement goes back to the Draft state.

Tutorials:
Reject Agreement

Tutorials:
Delegate an Agreement

• The Previous Text column displays the original clause text.
  
• The Current Text column displays the modified text. Scroll down to see the complete list of changes done for different clauses.
  
• The newly added text is highlighted in green.
  
• Strike through represents the text that is removed.
  
• The History tab displays the deviation information.
  

3. On the Deviations tab, click to view the deviation details of a clause.

On the Deviation Details dialog box, you can take the following actions:

• View the changes done in the Comments box.
  
• Review the changes done for clauses, and add a comment for each clause.
  These comments will be visible to Deviation Approvers which will help them decide whether they should approve or reject a clause.
  

4. Add Deviation Approvers to the Team.

Related Topics:
Add Manual Deviation

• 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.

To approve/reject deviated clauses:

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.

4. Click to view comments provided by other users in the team or other stakeholders.

2. Click . The Deviation Details dialog box displays the comments provided by other users. You can add your own comments too.

3. After your review, click one of the following buttons:

• Approve to approve the clause.
  
• Reject to reject the clause.
  
• Delegate to delegate the task to another user.
  To learn more, click Delegate an agreement.
  

The History tab displays all the events and actions related to the Clause deviations and the approval flow.

4. On the Add Deviation dialog box, add deviation to agreement clauses as follows:

a. In the Select Clause box, select the desired clause using the select icon. The Select Clauses dialog box appears.

b. Select the clause to which you want to add deviation. Alternatively, you can type the clause name, and click to search a clause.

c. Click Add. The clause name appears in the Select Clause box.

d. In the Deviated Text box, type the new/updated text.

e. In the Comments box, type comments related to deviated clause that you want other users to see.

f. Click Save. The 'Deviation added successfully.' message appears.

g. Click OK. The deviation appears in the Deviation tab.

Related Topics:
Review Deviated Clauses

a. In the Action Taken box, type the details of the action you have taken on the commitment.

b. In the Action Date box, type or select the action date from calendar.

c. In the Remarks box, type your remarks, if any.

d. In the Commitment Status list, select one of the following:

• Cancelled

• Failed

• Postponed

• Succeeded

If you select the status as Postponed, the New Expected Completion Date box appears.
Type or select the new date from calendar.

e. In the File field, click Select File to upload supporting documents.

f. Click Save. The message appears as follows:

'Commitment will not be editable anymore. Do you want to continue?'

g. Click Save.

1. Click the agreement that you want to send to external signatory. The Details page appears.

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.

In case of manual signature, the document is sent by an e-mail to the external signatory.

3. Click Sign next to Signature. If you are signing the document for the first time, the Adopt Your Signature dialog box appears.

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.

5. On the Select Style tab, verify your signature.

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.
You can select from the list of styles.

7. Alternatively, click the Draw tab to draw your own signature. Click Clear to clear the signature.

8. Click Adopt And Sign. The Signature and Initials appear onto the document.

9. Click Finish. You receive a notification stating your signature process is completed.The status of the agreement changes to Waiting For Internal Signature.
An e-mail is sent to the internal signatory.

Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once the Internal Signator signs the agreement, the status changes to Executed.
A notification e-mail is sent to the primary owner, internal signatory, and external signatory.

In the Fields menu, you can use the following options:

• Signature: Drag and drop your signature onto the document.
  
• Initial: Drag and drop your initials onto the document.
  
• Date Signed: Drag and drop the Date onto the document. Displays current date by default.
  
• Name: Drag and drop the Name box. Type your name into the box.
  
• Company: Drag and drop the Company box. Type the name of your company into the box.
  
• Title: Drag and drop the Title box. Type the title into the box.
  
• Text: Drag and drop Text box. Type additional text into the box.
  
• Checkbox: Drag and drop Checkbox into the document.
  

3. Drag the Signature onto the document. The Adopt Your Signature dialog box appears. 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.

4. On the Select Style tab, verify your signature.

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.
You can select from the list of styles.

6. Alternatively, click the Draw tab to draw your own signature. Click Clear to clear the signature.

7. Click Adopt And Sign. The Signature and Initials appear onto the document.

8. Click the Other Actions menu.

In the dialog box that appears, select from the following options:

A. Click FINISH LATER to save the document in its current state, and finish the signing process at a later time.

B. Click PRINT & SIGN to print the document, and sign it in ink. You can scan and upload, or fax the document.

C. Click ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.

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.

2. In the New Signer's Name box, type the name of the new signor.

3. In the Please provide a reason to Research Team for changing signing responsibility box, type the reason for changing the signing responsibility.

4. Click ASSIGN TO SOMEONE ELSE. The new signor and the original sender receives a notification with you as a Carbon Copy (CC) recipient.

D. Click DECLINE TO SIGN to notify the sender that you refuse to sign the document.

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.

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.
A notification email is sent to the primary owner, internal signatory, and external signatory.

3. Select the status as Executed. A list of executed agreements is displayed in a tabular format.

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

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 .

Click the name of the agreement (for example, ICMMSATest_28) to view the parent agreement.
The amendment appears on the Amendment tab on the Agreement Details page (of the parent agreement).

5. Click to view the amendment.

System Requirements

- Microsoft Office 2010 and above
- Microsoft .NET Framework 4.5 and above
- Visual Studio 2012 Tools for Office Runtime package

Installing ICM Excel Add-in

To install the ICM Excel Add-In

1. Double-click the setup.exe program file on your hard disk to start the Setup program.

2. In the ICM Excel Add-In - InstallShield Wizard, Click Next.

3. Read the Readme information, and then click Next.

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.
Click Cancel to exit the wizard.

5. In the Do you want to allow the following program from an unknown publisher to make changes to this computer? message, Click Yes.
Once the installation completes, the InstallShield Wizard Completed message appears.

6. Click Finish.

Once you install the ICM Excel Add-in, the ICM Bulk Insert tab appears on the Microsoft Excel toolbar.

To learn how to log on to the ICM Excel Add-in, click [Log In to ICM Excel Add-In | Login to the ICM Excel Add-In.

Upload agreements to ICM

By using ICM Excel Add-In, you can upload bulk of agreements at once.

To upload agreements:

1. On the ICM Bulk Insert tab, in the Selections group, click Contract Type list, and then select appropriate contract type.

2. In the Action list, select from the following actions:

• Create Agreement: Click to create a new agreement.
  
• Create Agreement With Association: Click to create agreement and add associations (associated document/agreement) to it.
  
• Update Agreement: Click to update an existing agreement.
  
• Add Associations To Existing Agreements: Click to add associations to already created agreements.
  
• Update Associations Of Existing Agreements: Click to update the associations of already created agreements.
  
• Add Amendment: Click to add amendments to agreements.
  
• Update Amendment: Click to update existing amendment.
  
• Update Associations Of Existing Amendments: Click to add/update associations of existing amendments.
  

3. In the Actions group, click Populate Workbook. The 'This will populate workbook for selected action. Do you want to continue?' message appears.

4. Click Yes. All the attributes related to the selected contract type appear as column headers in the excel sheet.

5. Fill appropriate information in the attributes.

6. Click Upload. The Agreements created successfully message appears. The agreement appears in ICM as well as gets listed in the excel sheet.

• Associated Details
  
• Metadata
  

Enter the data in each tab as follows and click Next to go to the next tab.

• Associated Details
  

1. In the Parent Agreement field, click to select the agreement for which you want to create the associated document.
2. In the Category list, select the category of the associated document.
3. In the Contract Type Name, select the contract type for which you want to create the associated document.

• Metadata
  

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.

• 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.
  
• The number in the bracket denotes the number of available items which contain the search term. You can also select multiple options.
  

• To narrow your search, type free text in the Custom Keyword box, and then click Apply.

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.

4. You can further narrow your search by using any of the following methods:

Viewing the saved search terms and mark search as a Favorite

You can view your saved search terms by doing the following:

a. In the More Searches box, select your saved search.

b. Click to mark the search term as favorite. You can find your marked favorites below the tiles.

To learn how to save your search, click Save Your Search Results.

• Approve: The Add Note dialog box appears. Type your comments and then click Add. The associated document gets approved.
  

• 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.