| Line 50: | Line 50: | ||
*Download All: You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it. | *Download All: You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it. | ||
<div class="image-green-border"> [[File:Associations while Download 1.png|RTENOTITLE]]</div> | <div class="image-green-border"> [[File:Associations while Download 1.png|RTENOTITLE]]</div> | ||
| − | Follow these steps to download an Agreement after selecting Associated | + | Follow these steps to download an Agreement after selecting Associated Documents: |
| − | #'''Click''' | + | #'''Click''' ''Agreement Management'' tile on ''My Dashboard. ''This opens the ''Agreements ''page. |
#'''Click''' ''View [[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. | #'''Click''' ''View [[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. | ||
| − | #'''Click''' ''Download All | + | #'''Click''' ''Download All. ''This opens the ''Download'' dialog box. |
| − | #'''Select''' the ''Associated Documents'' | + | #'''Select''' the ''Associated Documents'' that you want to download with this Agreement. You can either select ''Associations'' checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected. |
| − | #'''Click''' ''Download'' | + | #'''Click''' ''Download.'' The Agreement will be downloaded with the chosen ''Associated Documents.'' |
*Upload Signed Copy | *Upload Signed Copy | ||
| − | <div class="note-box">'''Note:''' Upload Signed Copy button will be available for the '''Primary and Secondary owners''' | + | <div class="note-box">'''Note:''' Upload Signed Copy button will be available for the '''Primary '''and '''Secondary owners''' in addition to the Internal Signatory. This allows the primary and secondary owners to upload the signed document on behalf of the Internal Signatory. The button will be available only when the Agreement is in '''Waiting for Internal Signatory''' state.</div> |
*Upload Document | *Upload Document | ||
*Cancel | *Cancel | ||
Revision as of 10:11, 4 October 2017
Agreement Details Page
You can see the current Status and all the information related to the Agreement in various sections on the left navigation. You can also perform various actions depending upon your role and the state of the Agreement.
Here are the details you can see when you click on different sections on the left navigation:
Agreement: this section shows the basic information of the agreement. It has the following sections:
- Summary displays the Agreement Name, the Status and the name of the Agreement creator. It also displays the Template Name and the Template Version used to create the Agreement.
- Details show the attributes of the Agreement. Only the Primary Owner can edit the values of these attributes. Note, if Primary Owner is replaced within the Team, the Primary Owner Name and Primary Owner Email fields will get updated with the current information.
- Preview shows what the agreement will look like if printed. If the agreement is in Draft state, the preview only shows the attributes defined in the agreement. If it is in Approved state, the preview also shows the actual values of the attributes. You can print the document or export the agreement attributes to the desired format.
- Versions shows the various versions created for the specific Agreement.
- History shows the entire life cycle of the agreement till now.
Association: Click Add 
icon to add Associated Documents to the Agreement. You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the Associations tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.
This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:
- that has the Show File Drop Zone field set as Yes, and
- that does not contain any mandatory fields other than Name.
Associated Documents created using this Contract Type will have this feature enabled.
Deviations: allow you to add any changes to the Clauses. This may require the Agreement to be sent to the Deviation Approver for review and approvals.
Amendments: allows you to make changes to an Executed Agreement. This section will be blank if there are no Amendments made to the Agreement.
Commitments: displays the Commitments that may have been manually added for the Agreement. Commitments are contractual obligations or deliverables that you may have for a particular Agreement.
Agreement Clauses: displays the clauses that have been defined for this Agreement. These include rule-based Clauses.
Team: displays the members that are added to the team working on this Agreement for it's complete life cycle. Click Add + icon to add more members.
You can also Replace a User through Team tab.
Notes: displays the comments added for the Agreement.
You can perform following actions from an Agreement Details page::
- Use smart links to see any documents related to the selected Agreement.
- Edit an Agreement to update any information which was either not provided or was not correct. After editing, click Update & Publish so that all the team members can view the updated Agreement.
- Compare the changes made in the recent document with the previous.
- Send the Agreement to various users within ICM.
- Copy the existing Agreement. This option with be shown only if the Agreement is in the approved state.
- Download
- Confidential
- Download All: You can either download an Agreement with all Associated Documents attached to it, or select the required ones and then download it.
Follow these steps to download an Agreement after selecting Associated Documents:
- Click Agreement Management tile on My Dashboard. This opens the Agreements page.
- Click View
icon next to the Agreement you would like to download. - Click Download All. This opens the Download dialog box.
- Select the Associated Documents that you want to download with this Agreement. You can either select Associations checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected.
- Click Download. The Agreement will be downloaded with the chosen Associated Documents.
- Upload Signed Copy
- Upload Document
- Cancel
