Template Management[edit]


= Template Management =

Template is a framework that represents a standard layout for an Agreement. The&nbsp;''Template Management'' tile enables you to manage all aspects of creating and editing Templates from a single page. From here, you can:

*View and manage all your Templates on Templates page. 
*Create and upload a&nbsp;Template&nbsp;through Create Template page. 
*Create Template through Word Add-ins. 

== Templates ==

Navigate to the&nbsp;''Templates''&nbsp;page by clicking on the&nbsp;''Template Management''&nbsp;tile. This page displays all the Templates&nbsp;that you are associated with- you may have created a Template or are a&nbsp;part of the team working on it. This page displays the most current version of a Template regardless of its status.
<div class="image-green-border">[[File:Templates page 1.png|720px|RTENOTITLE]]</div> 
From this page you can:

*search templates in a variety of ways. You can search templates from this page or use the Advanced Search. 
*view details of a template&nbsp;by clicking on the&nbsp;''View Record&nbsp;''icon. The details are displayed in the Template ''Details ''page. 
*view the template in word document format by clicking on the ''View Document&nbsp;''icon. 

== Template Access Management ==

Template Access Management is now enhanced and is available through a technical configuration. When turned On, the access control for Templates is driven by the Organization Unit (OU) or the Team.&nbsp;

OU can be configured in 2 ways:

*Template access is dependent on the highest level of the OU and since everyone belongs to the OU so they have access by default, if they are part of the team. 
*Through a technical configuration, you now have the ability to change the access based on the OU of the user who is creating the Template. For example, if user John Doe is part of the Sales OU and the team, then Templates created by John Doe can be accessed by all users in the Sales OU and those belonging to the Template team. 

Additionally, you can add members to the Template team through Event Rules, thus saving time of manually adding users to the Team. The support for the Observer role is extended to the Template Library as well through Role Action Mapping.&nbsp;
<div class="note-box">Note: This feature is applicable to ICM Web UI and the .JS version of Word Add-in.&nbsp;</div> 
== Searching Templates ==

You can search for templates either from&nbsp;advanced search&nbsp;page or from Templates Page&nbsp;to:

*view its details 
*check the status 
*edit it 

You can find a specific template you are looking for from the ''Templates'' page&nbsp;using one of these 3 methods:

*Category Search 
*Saved Searches 
*Searches pinned as Favorites 
<div class="image-green-border">[[File:Template Management search template 7.8.PNG|720px|RTENOTITLE]]</div> 
=== Category Search ===

Follow these steps to search for templates&nbsp;using the Category drop down:

1.&nbsp;'''Click''' the&nbsp;''Template'''&nbsp;'''Management'' tile on My Dashboard. This opens the Templates Page&nbsp;displaying all the existing Templates.

2. Use the ''Categories'' drop down to narrow down the templates&nbsp;and find the exact one you are looking for. For example, search by status, created by or the status changed,&nbsp;date, among many other options. This displays all the options that match the selected category.

3. Select the desired criteria by marking the&nbsp;boxes next to that option. Only the templates matching this specified criteria are displayed.

4. Narrow your search further by typing specific keywords in the ''Custom Keyword'' field and then '''click''' ''Apply''. You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example:&nbsp;

*APP*: displays agreements only in the APPROVED and WAITING FOR APPROVAL states 
*?PP*&nbsp;: displays agreements only in the APPROVED and WAITING FOR APPROVAL states 
*APP*:&nbsp;OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states &nbsp; &nbsp;&nbsp; 

5. You can also type free text in the ''Refine Search Here...'' search box. A list of relevant agreements are displayed.

=== Saved Searches ===

Follow these steps to use your saved searches:

1.&nbsp;'''Click''' the ''Template Management&nbsp;''tile on My Dashboard. This opens the Templates page displaying all the existing templates.

2.&nbsp;'''Click''' the ''Saved Searches'' drop down and select the desired saved search. Refer to Using Advanced Search for details on saving a search. This displays the templates matching the criteria defined in the saved search.

Refer to Saved Searches for details on saving a search.

=== Searches pinned as Favorites ===

Follow these steps to search using a favorite search:

1.&nbsp;'''Click''' the ''Template Management'' tile on My Dashboard. This opens the Templates page displaying all the existing templates.

2.&nbsp;'''Click''' one of the searches defined as favorite, just below the feature tiles. Refer to Using Advanced Search for details on adding searches as favorites. This displays the templates&nbsp;matching the criteria defined in favorite search.

== Creating a Template in ICM ==

To create a Template in ICM:

1.&nbsp;'''Click'''&nbsp;the&nbsp;''Template Management''&nbsp;tile on the Dashboard. The Templates page opens.

2. '''Click '''the&nbsp;''Create Template''&nbsp;tile.&nbsp;The&nbsp;''Create Template'' page. Type the required details in the following sections:

*Details 
*Template Variable&nbsp; 
*Team 
*Verify 

'''Note''': (*) denotes a mandatory field. ICM displays an error message if a mandatory field is left empty.


=== Details ===

The&nbsp;''Details''&nbsp;section&nbsp;consists of some mandatory fields, while rest of the sections are optional.&nbsp;The extended attributes are available under ''Template Additional Attributes'' if configured in your instance.

Enter the basic details in the following fields:

*Contract Type Name: '''Select''' a ''Contract type'' from the drop-down list for which you want to create a Template. 
*Name: '''Type''' an appropriate name for the Template. 
*Template Code: The Template Code is auto-generated. 
*Template Language: '''Select''' the language for the Template. 
*Primary Template: '''Select''' ''Yes'' if this is the Primary Template. '''Select''' ''No'' if it is not a Primary Template.&nbsp;This feature helps define the primary Template in a specific language, and you can define secondary Templates in other languages if needed. 
*Linked Primary Template: This section opens when you '''select''' ''No'' for Primary Template option.&nbsp;'''Select''' a ''Primary Template'' from the drop-down menu to link this Template to it. 
*Effective From: '''Type''' or '''select''' the ''Effective From'' date using the calendar window. 
*Effective To: '''Type''' or '''select''' the ''Effective To'' date using the calendar window. 
*Description: '''Type''' a description for the Template. 
*Version Comments: '''Type'''&nbsp;relevant comments for this version, such as what changes were made and why, who they were approved by or any other comments you may wish to add specific to this version. 
*File: '''Click''' ''Select File'' to upload a Template from your local folder. 

'''Click''' ''Next'' to go to the ''Template Variables'' tab.

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=== Template Variable ===

Template Variables are the attributes that are part of the template.&nbsp;

On this tab, you can either select the attributes from the Available Attribute&nbsp;section or Add new Attributes. The user can also set a Template Variable as conditional to the value of the Contract Type Attributes by setting ''Is Conditional'' flag ''On''. For further information on Is Conditional flag, please refer the section Adding conditional&nbsp;dependency on Template Variables.

To select the attributes from the already existing attributes:

1.&nbsp;'''&nbsp;Select '''a desired attribute from the Available Attributes section then '''click '''the&nbsp;[[File:Arrow 1.PNG|20px|Arrow 1.PNG]]&nbsp;icon.

2. The attribute&nbsp;is added to the ''Selected Attribute'' section.

3. '''Click '''the attribute that is added to the&nbsp;''Selected Attributes'' section. The details of that attribute are populated in the ''Edit Attribute'' section.

4. '''Edit '''the details of the attribute if required. For example, Display Name, Help Message etc.
<div class="image-green-border">[[File:Template Management Template Variables 7.8.PNG|720px|RTENOTITLE]]</div> 
5. '''Define '''the attribute with the help of flags such as ''Is Default, Is Editable'' etc.

6. '''Click '''''Save. ''The Template Variable is added in the Template that you are creating.
<div class="image-green-border">[[File:Template Management attribute flags 7.8.PNG|560px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. '''Click '''''Next''. The ''Team ''tab opens.</div> 
=== Team&nbsp; ===

This section helps you in selecting different roles for your Template. You can add 3 roles which are:

*'''Approver'''&nbsp;: approves or rejects the Template after reviewing it. 
*'''Secondary Owner ''': works with the Primary owner or alone if the Primary owner is not available. Both these roles have the same privileges. 
*'''Contributor'''&nbsp;: can review the Template, but can’t make any changes or take action. Any comments related to it are sent to the Primary owner or Secondary owner. 

To add different roles:

*'''Click''' the ''Add''&nbsp;&nbsp;icon.&nbsp;This opens the&nbsp;''Add User''&nbsp;window. 
*Select the role from the drop down, and the users for that specific role. 
*Selecting&nbsp;a role of an approver, displays a&nbsp;''step number''&nbsp;field. This step number is mandatory and controls the sequence of approvals if there are multiple approvers. The&nbsp;approval flows sequentially according to the step number. 
*'''Click'''&nbsp;''Add'''''. '''The users just added will be seen under Team. 

=== Verify ===

Here you can review and verify all the information for the Template before clicking on ''Create''. If you wish to edit anything, click&nbsp;''Previous''. Once created the template gets into Draft state.

After that click on ''Send for Approval''''',''' to send it further for approvals, or click ''Edit''&nbsp;if you want to update any field.

The Approver gets a notification about the Template, who can then review and approve it. Once approved, the Template is ready for use.

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== Adding conditional&nbsp;dependency on Template Variables ==

The functionality of the&nbsp;conditional dependency on Template Variables for Agreement Attributes can be achieved by any user with Manage access on Template Management tile by enabling the ''Is Conditional'' flag for each Template Variable when creating or editing a Template.&nbsp;When Is Conditional is On, a user is able to set a dependent condition on the Template Variable by using ''Depends on Contract Type Attribute'' flag ''On ''and its related ''Depends On Attribute'' drop-down and ''Depends On Value'' field.

The following conditions decide the dependency between the Template Variable and Contract Type Attribute: &nbsp;

*When ''Depends on Contract Type Attribute'' is ''On'' then it displays the Contract Type Attribute in the ''Depends On Attribute'' drop-down list.&nbsp; 
*When ''Depends on Contract Type Attribute'' is ''Off'' then it displays the Template Variable in the ''Depends On Attribute'' drop-down list.&nbsp; 

For each selected Attribute from ''Depends On Attribute'' drop-down list, the user can then enter the ''Depends On Value'' that will drive the dependency.

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=== Adding the dependency between Contract Type Attributes and Template Variables ===

To add dependency between Contract Type Attributes and Template Variables:<br/> <br/> 1.&nbsp; '''Click '''the ''Template Management'' tile on the Dashboard. The ''Template Management'' page opens.&nbsp;<br/> 2.&nbsp; '''Click '''the ''Create Template'' tile. The ''Create Template'' page opens.<br/> 3.&nbsp; '''Select''' the Contract Type from the ''Contract Type Name'' drop-down list. For example, ''Teaming Agreement''. &nbsp;&nbsp;<br/> 4.&nbsp; '''Enter '''a Template name in the ''Name'' field. For example, ''Purchase''.<br/> 5.&nbsp; The ''Template Code'' is auto-generated.&nbsp;<br/> 6.&nbsp; '''Select''' the ''Template Language'' from the drop-down list. For example, ''English (United States)''.<br/> 7.&nbsp; '''Click''' ''Yes'' to make it ''Primary Template''.<br/> 8.&nbsp; '''Enter''' all the details on ''Create Template Details'' page.&nbsp;<br/> 9.&nbsp; '''Click''' ''Next''. The ''Template Variables'' section opens. &nbsp;<br/> &nbsp;
<div class="image-green-border">[[File:9-Tem.PNG|720px|9-Tem.PNG]]</div> 
10.&nbsp; '''Select '''the desired Variables from the ''Available Attribute'' section. For example, ''A Boolean'', ''A Choice'', ''A Currency'', ''A Date'', ''A Percentage'', ''A Number'', and ''A MultiSelectChoice''.&nbsp;<br/> 11.&nbsp; '''Click '''the arrow to move Variable to the ''Selected Attribute'' section.<br/> 12.&nbsp; '''Click '''the Variable that is added to the ''Selected Attribute'' section. The details of the Variable are populated in the ''Edit Attribute'' section. For example, ''A Choice''.&nbsp;<br/> &nbsp;
<div class="image-green-border">[[File:12-Tem.PNG|720px|12-Tem.PNG]]</div> 
13.&nbsp; '''Toggle '''the ''Is Conditional'' flag ''On'' for the selected Variable to add the conditional dependence between the Template Variable and Contract Type Attribute.&nbsp;<br/> 14.&nbsp; '''Toggle''' the ''Depends on Contract Type Attribute'' flag On to view the Contract Type Attributes in the ''Depends On Attribute'' drop-down list.&nbsp;<br/> 15.&nbsp; '''Select '''the Attribute from the ''Depends On Attribute'' drop-down list where you want to add Contract Type Attribute level dependency for a Template Variable. For example, ''Choice1''.
<div class="note-box">'''Note''': For each selected Attribute, the user can enter the Depends On Value which will drive the dependency.</div> 
16.&nbsp; '''Enter '''the dependent value in the ''Depends On Value'' field or '''toggle '''the ''Depends On Value'' flag ''On'' based on the selected Attribute ''Data Type''. For example, ''Choice 1, Choice 2, ''and ''Choice 3''. This means the ''A Choice'' Template Variable depends on Contract Type Attribute ''Choice1'' with the following dependent values: ''Choice 1'', ''Choice 2'', and ''Choice 3''.<br/> 17.&nbsp; '''Click '''''Save''. The ''Attribute updated successfully'' message is displayed.&nbsp;
<div class="note-box">'''Note''': If you want to change the Contract Type after saving a Template Variable by going back to the Details tab of Create Template page, a message is displayed indicating that Template Variables are conditional on the selected Contract Type and changing the Contract types will clear Template related date.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:17-Tem.PNG|RTENOTITLE]]</div> 
<br/> 18.&nbsp; '''Click '''''Next''. The Team tab opens.&nbsp;<br/> 19.&nbsp; '''Click '''''Create''. The Template gets created.&nbsp;<br/> 20.&nbsp; '''Click '''''Send For Approval'' to initiate the approval process.&nbsp;
<div class="note-box">'''Note''': While editing a Contract Type, if you remove a Parent Attribute on which a Template Variable is dependent, a message is displayed indicating that if the attribute is removed it may impact rules, templates, template variables, and clauses etc.&nbsp;</div> 
When defining the Template Variables, a user needs to consider the following rendering conditions:
<div class="image-green-border">[[File:20-Tem.PNG|720px|20-Tem.PNG]]<br/> &nbsp;</div> 
=== <br/> The dependency of Template Variables on an Agreement&nbsp; ===

To view the dependency of Template Variables on an Agreement:<br/> 1.&nbsp; '''Click '''the ''Agreement Management'' tile on the Dashboard. The ''Agreement Management'' page opens.<br/> 2.&nbsp; '''Click''' the ''Create Agreement'' tile. The ''Create Agreement'' page opens.<br/> 3.&nbsp; '''Select''' the Contract Type ''Category ''from the drop-down list. For example, ''Default''.<br/> 4.&nbsp; '''Select''' the Contract Type from the ''Contract Type Name'' drop-down list. For example, ''Teaming Agreement''.<br/> 5.&nbsp; '''Select''' the ''Type Of Paper ''from the drop-down list. For example, ''Own''.
<div class="image-green-border">[[File:5-Tem-dep.PNG|720px|5-Tem-dep.PNG]]<br/> &nbsp;<br/> 6.&nbsp; '''Click''' ''Next''. The ''Create Agreement – Teaming Agreement'' Attribute page opens, which displays all Contract Type Attributes.<br/> 7.&nbsp; '''Select '''the ''Choice 1'' option from the drop-down list as defined in the ''Purchase''.&nbsp;</div> <div class="image-green-border"><br/> [[File:7-Tem-dep.PNG|720px|7-Tem-dep.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': When an inherited Attribute is used, the visibility of Template Variable, depends on the inherited values of the Agreement Attribute.</div> 
8.&nbsp; '''Enter''' all the details on ''Page1'' of ''Create Agreement – Teaming Agreement'' page.&nbsp;<br/> 9.&nbsp; '''Click '''''Next''. The ''Select Template'' page opens.<br/> 10.&nbsp; '''Select '''the ''Template'' from the ''Select Template'' page. For example, ''Purchase''.
<div class="image-green-border">[[File:10-Tem-dep.PNG|720px|10-Tem-dep.PNG]]<br/> &nbsp;<br/> 11.&nbsp; '''Click '''''Next''. The ''Template Variables'' section opens displaying the values of the Attribute ''A Choice'' defined while creating the Template ''Purchase''.<br/> &nbsp;</div> <div class="note-box">'''Note''': The Template Variables are displayed based on the Contract Type Attribute you selected and when the condition is satisfied. The variables in Purchase are visible, and this is enabled by Is Conditional flag, which determines the Template Variable dependency at the Agreement level Attributes.&nbsp;</div> 
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<div class="image-green-border">[[File:11-Tem-dep.PNG|720px|11-Tem-dep.PNG]]</div> 
== Editing a Template in ICM ==

You can edit a template at any state, to make changes to the effective date, team, and so on.&nbsp;However, when you edit an approved Template, you have to get it approved again.

To edit the existing Template:

1. On the&nbsp;''Template Management''&nbsp;page''', Click&nbsp;'''the&nbsp;''View Record''&nbsp; icon next to the Template. The ''Template Details''&nbsp;page opens providing the summary of the template.
<div class="image-green-border">[[File:Template management editing a template 7.8.PNG|720px|RTENOTITLE]]</div> 
2.&nbsp;'''Click&nbsp;'''''Edit.&nbsp;''The&nbsp;''Edit Template&nbsp;''wizard with the&nbsp;''Details&nbsp;''tab opens.&nbsp;'''Edit&nbsp;'''the desired fields.&nbsp;You can edit the existing description or version comments information. You can upload a new template file or replace an existing template as well.

3.&nbsp;'''Click'''&nbsp;''Next''. The&nbsp;''Team''&nbsp;tab opens. Add or delete the team members, if required.

4.&nbsp;'''Click&nbsp;'''''Next.&nbsp;''The&nbsp;''Verify&nbsp;''tab opens.&nbsp;Verify the changes made to the Template.

5.&nbsp;'''Click&nbsp;'''''Save&nbsp;''to save the changes made to the Template.&nbsp;

6. Choose one of the following:

*'''Click'''&nbsp;''Previous''&nbsp;to go back and make changes to the information that you have entered. 
*'''Click'''&nbsp;''Update''&nbsp;to update the Template. 
<div class="image-green-border">[[File:Template Management Update Template 7.8.PNG|450px|RTENOTITLE]]</div> 
The details of the updated Templates are displayed. Preview of the Template opens on the right side of the page.

Choose from the following options that open below the contract summary and details:

*Download Document:&nbsp;'''Click'''&nbsp;to save the Template to your local computer. 
*Edit:&nbsp;'''Click'''&nbsp;to make changes to the Template. 
*Send For Approval:&nbsp;'''Click'''&nbsp;to send the Template to the approver. 

'''Note''': The options that are displayed vary according to the type of Template and privileges assigned to your user id.&nbsp;

== Tagging Attributes inside another Attribute value in Templates ==

You can authorize&nbsp;users to tag an Attribute inside another choice or multi-select Attribute, so that the same Attribute tag can be used within the Agreement or Template.&nbsp;

<br/> In ICM, you can:

*Tag&nbsp;an Attribute inside the values of choice and multi-select type of Attributes 
*Tag&nbsp;Attributes at the Template Variable, Contract Type and Attribute Library levels 
*Search&nbsp;for other Attribute types that can be nested or tagged and have been configured for the selected Contract Type 
*Append&nbsp;prefix and postfix text to the tagged Attribute 
*Tag&nbsp;for nested Attributes using Bulk Upload and Excel Add-in. 
*Tag&nbsp;for nested attributes is resolved during Document Assembly using Word Add-in 
*Reverse sync&nbsp;which is driven by the same flag that is currently used for tagged Attributes 
*Have only one level nesting<br/> &nbsp; 

<u>'''Remember:'''</u>

*In ICM, the internal name ($abc) for the choice Attribute will be displayed and this value will not get resolved. 
*When this field is used in the Agreement/ Template as a tagged Attribute, the tagging is resolved during document assembly and the mapped variable is displayed in the document. The document will always display the actual value of the referred Attribute.&nbsp; 
*If the referred Attribute has no available value and it is selected from the choice list, then no value will be displayed in the document during document assembly. 
*If the referred Attribute is removed from the Contract Type, a notification message is displayed stating that the Attribute may be tagged somewhere else. 

== Sending a Template for Approval&nbsp; ==

After you create a Template, it is in ''Draft'' state. The Template must be approved to be able to use it to create an agreement.

To send a Template for approval:

1. '''Click '''the ''View Record'' icon on next to the template you want to send for approval. The ''Template Details'' page opens.

2. '''Scroll down''' the page and click the&nbsp;''Send for Approval''&nbsp;button to send the Template for approval. The status of the Template changes to ''Waiting for Approval''.
<div class="image-green-border">[[File:Template Management send for approval 7.8.PNG|450px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Ensure that you have added an approver from the team tab before sending the Template for approval. You can add one of multiple approvers.</div> 
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'''Related Topics:&nbsp;'''[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICM Word Add-in]]&nbsp;| [[Approve/Reject_a_Template]] |&nbsp;[[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;| [[Bilingual_Templates]]