Add Amendment without Parent Agreements using the user interface

You may at times have to create Amendments for Agreements that are not being tracked in ICM. This page allows you to create such Amendments. 

Using this feature, you can also amend the Terms and Conditions of Agreements whose parent Agreements are not stored in ICM. 

1. Click Agreement Management on the Dashboard. The Agreement Management page opens. 
2. Click Create Amendment on the Agreement Management page. The Create Amendment page opens. 
3. Select the appropriate option from this drop-down list and click Next. 
   • What type of Amendment are you trying to create?: Select Amendment with Parent Agreement if you are trying to add an Amendment to an existing Agreement in Executed state. When you select this option, the placeholder Agreement is not displayed in the Lookup Search. Select Amendment without Parent Agreement if you are adding an Amendment without a parent Agreement. This option must be selected only if the Parent Agreement is not available for creating an Amendment. 
4. Select the appropriate option from the following and click Next. 
   • Category: Select the appropriate category 
   • Contract Type Name: Select the Contract Type from the list. 
   • Contract Type Description: This field facilitates users to select the desired Contract Type.   
   • Type of Paper: Select from either of the following options: 
     • Third Party if you want to upload a Third Party Agreement Template 
     • Own if you want to select a Template generated in ICM  

1. Click Next. The Amendment Details page opens that does not display any prefilled data as there is no parent Agreement associated with the Amendment. 
2. Type or select the information on this page and click Next. The Select Template page opens. 
3. Select the Template from the available list if you have selected Type of Paper as Own, or select the Template from your local drive and upload it to ICM and then click Next. The Verify page opens where you must verify the information added to the Amendment. 
4. Click Create. The Amendment Details page opens. 
5.  
6. On this page, a message will be displayed showing the name of Parent Agreement when you hover your mouse to view the Parent Agreement. The Dummy Parent Agreement is created automatically by default as an explicit version after you create the Amendment without a Parent Agreement. It contains the same metadata as for the Amendment created without a parent Agreement. It also creates a dummy Agreement document.  The Dummy parent Agreement is not visible in the list of Agreements on the Agreement Management page. ICM retrieves all placeholder Agreements through a single Saved search in case you enable creating Amendment without a parent Agreement feature. This Saved Search is created from the back-end using a script and cannot be edited or deleted.You can perform the following actions in a Dummy Parent Agreement. Adding Amendments on a placeholder Agreement will go through the normal Amendment creation flow except that the placeholder Agreement document is not used in this flow.   
   • Broadcast the Agreement 
   • Create Smartlinks 
   • Add Commitments 
   • Add Notes 

Related Topics: Adding an Amendment to an Agreement | Add Amendment without Parent Agreement using Excel Add-in