In ICM, the terms Agreement and Contract are used interchangeably and mean the same thing. In this Help System, we will use the word "Agreement" when talking about Agreements. "Contract" will only be used in reference to Contract Types.
The Agreement Management Tile enables you to manage all aspects of creating and editing agreements from a single page. From here, you can:
- search, view and manage all your agreements on the Agreements Page
- view and raise requests for a new agreement on the Requests Page
- create a new agreement on the Create a New Agreement Page
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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.
You can do the following tasks relating to your agreements using the Agreements feature. Let us understand these tasks in detail.
Contents
- 1 Requests
- 2 Create a Request
- 3 Review and Approve/Reject a Request
- 4 Edit a Request
- 5 Request On Hold
- 6 Cancel a Request
- 7 Search Contracts/Agreements
- 8 Create a Contract/Agreement
- 9 Edit a Contract/Agreement
- 10 Contract/Agreement On Hold
- 11 Cancel a Contract/Agreement
- 12 Delete a Contract/Agreement
- 13 Add Team to Your Contract/Agreement
- 14 Review and Approve/Reject a Contract/Agreement
- 15 Deviation in Clauses
- 16 Execute a Contract/Agreement
- 17 Terminate a Contract/Agreement
- 18 Add Amendment to a Contract/Agreement
- 19 Upload Agreements Using MS Excel
- 20 Upload agreements to ICM
- 21 Association Management
Requests
Search an Existing Request
View Request Status
Create a Request
Create a New Request
Copy an Existing Request
Download and Print Request Information
Review and Approve/Reject a Request
Send a Request for Review
Review a Request
Send a Request for Approval
Approve a Request
Add Notes
Edit a Request
Request On Hold
Cancel a Request
Search Contracts/Agreements
Search Contracts/Agreements
Save Your Search Results
Export Search Results
Create Smart Link for Agreement
Create Smart Link for Association
Create a Contract/Agreement
Create a Fresh Contract/Agreement
Create a Contract/Agreement from Contract Request
Copy an Existing Agreement
View a Contract/Agreement
Add Supporting Documents to Your Contract/Agreement
Add Commitments to Your Contract/Agreement
Set Auto-Expiry of a Contract/ Agreement
Download and Print Contract/Agreement Information
Send a Message
Edit a Contract/Agreement
Contract/Agreement On Hold
Put Contract/Agreement On Hold
Cancel a Contract/Agreement
Delete a Contract/Agreement
Add Team to Your Contract/Agreement
Add and Remove Approvers
Enable and Disable Approvers
Trigger Notification
Review and Approve/Reject a Contract/Agreement
Send a Contract/Agreement for Review
Review a Contract/Agreement
Recall an Approval
Approve a Contract/Agreement
Reject a Contract/Agreement
Add Notes
Delegate an Agreement Approval/Review
Deviation in Clauses
Review Deviated Clauses
Approve Deviated Clauses
Add Manual Deviation
Execute a Contract/Agreement
Fulfil a Commitment
Send an Agreement to External/Third Party Signature
Electronic Signature for Own Paper
Electronic Signature for Third Party Paper
Manual Signature
Terminate a Contract/Agreement
Post - Execution Review of an Agreement/Contract
Terminate an Agreement
Add Amendment to a Contract/Agreement
Add Amendment to a Contract/Agreement
Upload Agreements Using MS Excel
Install ICM Excel Add-In
Log In to ICM Excel Add-In
Upload Agreements Using ICM Bulk Insert
Upload agreements to ICM
Association Management
Create an Associated Document
Search an Associated Document
Approve an Associated Document
