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Configuration

The Configuration tile consists of the following tiles: Contract Types, Create Contract Type, Publish, Attribute Library, Rule and Masterdata. Only an administrator 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 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