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Revision as of 13:01, 22 August 2016 by WikiSysop (Talk | contribs) (WikiSysop moved page Configuration to ICMHelp4.4:Configuration)

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The Configuration feature is generally used by an administrator. The Configuration tile consists of the six tiles (i.e. Contract Types, Create Contract Type, Publish, Attribute Library, Rule, Master Data) that are offered as separate features.
If you are an administrator, you can create attributes, set up rules, and create Masterdata.

Contract Types

Contract type is a structure that you can use to create requests, clauses, templates, and agreements. In ICM, you can create four contract types, Contract requests, Agreements, Masterdata, and Associated documents.

Search a Contract Type

Search a Contract Type

Create a Contract Type

Create a Structure of Supporting Documents for a Contract/Agreement
Create a Structure of a Contract/Agreement
Create a Structure of a Contract Request
Create a Structure of Masterdata

Approve/Reject a Contract Type

Send the Contract Type for Approval
Approve/Reject a Contract Type
Publish a Contract Type

Edit a Contract Type

Edit a Contract Type


Attribute

Add an Attribute
Edit an Attribute


Rule

Create a Rule
View/Edit a Rule
Create a Contract Type Selection Rule
Create a Template Selection Rule
Create an Approval Rule
Create a Dynamic Attribute Rule
Create a Dynamic Association Rule
Create an Event Rule
Create a Contract Admin Rule
Create a Notification Rule


Masterdata

Search Masterdata
Create Masterdata
Edit Masterdata


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