Contents
Configuration
The Configuration tile consists of the following: Contract Types, Create Contract Type, Publish, Attribute, 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
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
Alias Master
ICM provides an “Alias” for Masterdata using the Alias Master entity so that all Masterdata values that are related can be linked and searched in one-go.
Create Alias
Add Alias
