Contents
Configuration
The Configuration tile consists of the following : Contract Types, Create Contract Type, Publish, Attribute Library, Rule, Masterdata and Alias Master.
Only an administrator can create attributes, set up rules and create Masterdata.
Contract Types
Contract Type is a structure used to create Requests, Clauses, Templates, and Agreements. In ICM, you can create following Contract Types:
- Contract Requests
- Agreements
- Masterdata
- Associated Documents
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
Attribute Library
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
Create a Rule with Template Name
Masterdata
Search Masterdata
Create Masterdata
Edit Masterdata
