Adding Supporting Documents to an Agreement[edit]


= Adding Supporting Documents to an Agreement =

You can add Associations and supporting documents to an Agreement after it is created. Supporting documents are not necessarily part of the agreement, but are used to capture miscellaneous details, like email threads, minutes of meetings, and so on. There are two types of associations:

*Peer to Peer: when an agreement is associated with another agreement or Masterdata.&nbsp;The peer associations can be in Executed,&nbsp;Waiting for Review and&nbsp;Reviewed&nbsp;states.&nbsp;This works only for the configured state(s). 
*Parent to Child: when an agreement and its supporting documents are linked through associations that are defined in a contract type. Inheritance is possible only when the data type of attributes defined for Parent and child agreements are the same. 

To add an Association:

1. '''Click '''the ''Agreement Management ''tile on&nbsp;My Dashboard. The&nbsp;Agreements Page&nbsp;opens.

2. '''Click''' the&nbsp;''Details'' icon&nbsp;&nbsp;to view the details of the selected Agreement. The&nbsp;Agreement ''Details'' Page&nbsp;opens. &nbsp;

3. '''Click''' the ''Associations'' option in the left navigation to see a list of all associations that have been added to the agreement.

4.&nbsp;'''Click''' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp;icon to add a peer to peer association. The''&nbsp;Select Association''&nbsp;page&nbsp;opens.
<div class="image-green-border">[[File:Add supporting documents details page 7.8.PNG|RTENOTITLE]]</div> <div class="image-green-border">
5. '''Select''' an appropriate association&nbsp;and then '''click '''''Select''. The selected Association gets added under the''Association&nbsp;''section&nbsp;with an incremented association number.

6. '''Click '''<font face="Segoe UI">[[File:Add icon.jpeg|RTENOTITLE]]&nbsp;</font>to add a&nbsp;parent to child association. The&nbsp;''Create Associated Document'' dialog box opens with the parent agreement name on the right side of the page.

7. '''Type'''&nbsp;the appropriate information in the respective fields&nbsp;and&nbsp;'''click&nbsp;'''''Create''&nbsp;to create a child association for that agreement.

8. The Association gets added under the ''Association&nbsp;''section&nbsp;with an incremented association number.
<div class="note-box">'''Note:'''&nbsp;In ICM you can auto attach supporting documents to an agreement at a pre-defined state, if proper Masterdata and Rules are created for the specific Contract Type.<br/> Two types of Masterdata must be created:,<br/> *&nbsp;for Mapping:&nbsp;it will consist of Contract type, Associations, Event&nbsp;which is the state when you want the supporting document to get attach with the Agreement and the Smart Link&nbsp;saved search name.<br/> *&nbsp;for Document Repository:&nbsp;it will consist of information such as&nbsp;Document Name, Effective date and&nbsp;Validity.<br/> The Rule needs to be created for the Agreement to get the ''Supporting Documents'' auto attached at the predefined state.</div> 
&nbsp;

&nbsp;

== Ability to define parent-child relationship for peer associations ==

ICM provides the functionality to attach associations to agreement entities. This functionality has now been enhanced with the ability to define the type of relationship (association) as ''Parent'', ''Child'' or ''Peer''.&nbsp;<br/> With this release, agreements can have only one association as a parent and all existing related agreements will be tagged as peer associations.

=== Configuring Contract Type to enable parent-child relationship for peer associations ===

Users need to configure the contract type and define default associations to enable the parent child linkage for peer associations.<br/> To set the associations in Contract Type:

#'''Click '''''Configuration ''> ''Create Contract Type'' > ''Agreement''&nbsp;on the ''Home ''page. The ''Select Contract Type ''page opens. 
#'''Click '''''Next''.&nbsp;The ''Create Contract Type'' page opens. 
#'''Enter '''the ''Contract Type Name''. For example, ''PK_SOW''. 
#'''Enter '''remaining details on the&nbsp;''Details ''tab. 
#'''Click '''''Next''. The ''Attribute ''tab opens. 
#'''Enter '''the details on the&nbsp;''Attributes ''tab. 
#'''Click '''''Next''. The ''Association ''tab opens. 
#'''Click '''''Add Association'' icon. The ''Add Association'' section is displayed. 
#'''Add '''''Association Name''. For example, ''ICMPK_MSA.'' 
#'''Select '''the ''Contract Type''. For example, ''PK_MSA.'' 
#'''Toggle '''the ''Multiple Instances''&nbsp;field to ''Yes''. 
#'''Toggle '''the ''Allow two-way linkage ''field to ''Yes''. 
#'''Click '''''Save''. The association is added to the contract type. 
#'''Enter '''the details on&nbsp;the ''Display Preference'' and ''Team ''tabs. 
#'''Verify '''the details&nbsp;and '''click '''''Create''. The agreement contract type is created.&nbsp; 
<div class="image-green-border">[[File:7.12 Linkage Type 1.png|720px|7.12 Linkage Type 1.png]]</div> 
You can also edit and configure the associations in the existing agreement contract type.

&nbsp;

=== Creating the single-linked associations for agreements ===

User can link the masterdata instance as an association to the agreement. In such case, the&nbsp;''Linkage Type''&nbsp;drop-down will not be displayed on the ''Lookup Search'' window and the association will be added as peer.

Note: The self-reference linkage is enabled through technical configuration.

To create the self-linked masterdata association for the agreement:

#'''Click '''''Agreement Management ''> ''Agreement'' on the ''Home ''page. The agreement index page opens. 
#'''Click '''''View Record'' icon next to the contract type for which you want to create associations. For example, ''Icertis Statement of work'' (agreement created with ''PK_SOW'' contract type). The agreement ''Details ''page opens. 

All the configured associations for the contract type will be visible by default on the left panel configuration under ''Associations&nbsp;''tab on the agreement ''Details ''page.
<ol start="3">
<li>'''Click '''''Create Associations ''icon next to the masterdata contract type for which you want to create the single-link association. For example, ''Product Masterdata''. The ''Lookup'' ''Search ''window opens. All the masterdata instances for the selected masterdata contract type are displayed.</li>
<li>'''Select '''the masterdata instance. For example, ''Ads Data Hub.''</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 2.png|720px|7.12 Linkage Type 2.png]]</div> 
The linkage type field on the Lookup Search window is not visible while creating associations for masterdata and the associations are linked as Peer by default.
<ol start="5">
<li>'''Click '''''Select''. The masterdata will be linked to the agreement with the linkage type as ''Peer''.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 3.1.png|720px|7.12 Linkage Type 3.1.png]]</div> 
&nbsp;

=== Creating the unidirectional associations for agreements ===

The ''Allow Two-Way Linkage'' field is set to ''No ''for the associations in the contract type to create the unidirectional associations.

To create the association for the agreement:

#'''Click '''''Create Associations'' icon next to the contract type you want to link to the agreement. For example, ''Base CT'' (This association is configured with the two way linkage disabled at the contract type level).&nbsp; 

The ''Lookup Search ''window opens. All the agreements for the selected contract type (''Base CT'') are displayed irrespective of their states.
<div class="image-green-border">[[File:7.12 Linkage Type 4.png|720px|7.12 Linkage Type 4.png]]</div> <div class="note-box">Note: Amendments will not be displayed for associating with agreement on the ''Lookup Search'' window.</div> <ol start="2">
<li>'''Select '''the agreement instance. For example, ''ICMBaseCT_5.''</li>
</ol>

The association will not be allowed and the validation messages will be displayed if the user tries to:

*'''Relink '''the already associated agreement 
*'''Link '''the parent agreement with its child agreement as peer association&nbsp; 
*'''Link''' the same agreement to itself ( self-linking the agreement) 
*'''Link '''more than one agreement with the linkage type as parent to the agreement 
*'''Link''' the agreement as child which already has a parent association 

For example, validation message is displayed when the user associates the agreement as child which already has parent:
<div class="image-green-border">[[File:7.12 Linkage Type 5.png|720px|7.12 Linkage Type 5.png]]</div> <ol start="3">
<li>'''Select''' the ''Linkage Type'' as:</li>
</ol>

*''Peer'' 
*''Parent'' 
*''Child'' 

For example, ''Parent''.

Note: the ''Linkage Type'' field is enabled through technical configuration.
<div class="image-green-border">[[File:7.12 Linkage Type 6.png|720px|7.12 Linkage Type 6.png]]</div> <ol start="4">
<li>'''Click '''''Select''. The agreement will be associated with the linkage type as ''Parent''.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 7.png|720px|7.12 Linkage Type 7.png]]</div> <ol start="5">
<li>'''Click '''''View Record''&nbsp;icon next to the association. For example, ''ICMBaseCT_5''. The association ''Details ''page opens. The original agreement (''Icertis statement of work'') will not be associated with the current agreement.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 8.png|720px|7.12 Linkage Type 8.png]]</div> 
=== Creating the bidirectional associations for agreements ===

Users need to set the ''Allow Two-Way Linkage'' field to ''Yes ''for the associations in the contract type to create the bidirectional associations.

To create the association for the agreement:

#'''Click '''''Create Associations ''icon next to the contract type you want to link to the agreement. For example, ''PK_MSA''. The ''Lookup Search'' window opens. All the agreements for the selected contract type are displayed irrespective of their states. 
<div class="image-green-border">[[File:7.12 Linkage Type 9.png|720px|7.12 Linkage Type 9.png]]</div> <ol start="2">
<li>'''Select''' the agreement instance. For example, ''ICMPK_MSA_18.''</li>
<li>'''Select '''the ''Linkage Type. ''For example, ''Parent''.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 10.png|720px|7.12 Linkage Type 10.png]]</div> <ol start="4">
<li>'''Click '''''Select''. The agreement will be associated with the linkage type as ''Parent''.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 11.png|720px|7.12 Linkage Type 11.png]]</div> <ol start="5">
<li>'''Click '''''View Record''&nbsp;icon next to the association created. For example, ''ICMPK_MSA_18''. The association ''Details ''page opens. The original agreement (''Icertis Statement of work'') will be displayed with the linkage type as child on the association grid of the current agreement.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 12.png|720px|7.12 Linkage Type 12.png]]</div> 
Note:&nbsp;

*When associations are linked with linkage type as peer, both linked agreements will be displayed on the respective association grids with the linkage type as peer. 
*Users can modify the existing linkage type of associations. 

&nbsp;

&nbsp;

=== Creating the peer associations for amendments ===

To create the association for the amendment:

#'''Click '''''Agreement Management ''> ''Agreement ''on the ''Home ''page. The agreement index page opens. 
#'''Click''' ''View Record'' icon next to the amendment for which you want to create associations. For example, ''Icertis SOW Amendment''. The amendment ''Details ''page opens. 
#'''Click '''''Create Associations'' icon next to the contract type you want to link to the agreement. For example, ''PK_MSA''. The ''Lookup Search'' window opens. All the agreements for the selected contract type are displayed. 
#'''Select '''the agreement instance. For example, ''ICMPK_MSA_17.'' 
<div class="image-green-border">[[File:7.12 Linkage Type 13.2.png|720px|7.12 Linkage Type 13.2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The linkage type field on the''Lookup Search ''window will be disabled while creating associations for amendments and the associations are linked as peer by default.</div> <ol start="5">
<li>'''Click''' ''Select''. The agreement will be associated with the linkage type as peer.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 14.png|720px|7.12 Linkage Type 14.png]]</div> 
When the amendment is created for the agreement, all associations from parent agreement will be copied to the amendment with the relation type as peer.

&nbsp;

=== Dissociating two-way linked associations ===

In case of two-way linkage, if one of the association is dissociated, it will be removed in the other associated agreement as well.

To dissociate the association for ''SOW ''agreement:

#'''Click '''on the ''Associations ''you want view on the left panel configuration on the agreement ''Details ''page. For example, ''PK_MSA''. The association grid opens. 
#'''Click '''on the three dots next to the agreement you want to disassociate. For example, ''ICMPK_MSA_19.'' The action drop-down opens. 
<div class="image-green-border">[[File:7.12 Linkage Type 15.png|720px|7.12 Linkage Type 15.png]]</div> <ol start="3">
<li>'''Select''' ''Disassociate''. The confirmation window is displayed.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 16.png|720px|7.12 Linkage Type 16.png]]</div> <ol start="4">
<li>'''Click''' ''Yes''. The association will be removed from the agreement.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 17.png|720px|7.12 Linkage Type 17.png]]</div> 
When user dissociates the association in the agreement, the association is removed from the linked (parent/child or peer) association as well for two-way linkage type. For example, ''ICMPK_SOW_223'' is removed from ''ICMPK_MSA_19.''
<div class="image-green-border">[[File:7.12 Linkage Type 18.png|720px|7.12 Linkage Type 18.png]]</div> 
&nbsp;

&nbsp;

=== Copying the Agreement with selected associations ===

User can copy the existing agreement and create a new copy with ''Copy Record'' functionality.

To copy the agreement:

#'''Click''' ''Agreement Management'' > ''Agreement'' on the ''Home ''page. The agreement index page opens. 
#'''Click''' ''View Record'' icon next to the agreement for which you want to create a copy. For example, ''Icertis Statement of Work ''(agreement created with ''PK_SOW'' contract type). The agreement ''Details ''page opens. 
#'''Click''' ''Copy Record'' action icon.&nbsp; 

The agreement will be copied if its associations are of peer and parent linkage type. The agreement with associations with linkage type as child cannot be copied and the validation error is displayed.<br/> For example, the agreement ''Icertis Statement of Work'' has the association ''ICMPK_MSA_20 ''with linkage type as child, so the agreement cannot be copied.
<div class="image-green-border">[[File:7.12 Linkage Type 19.1.png|720px|7.12 Linkage Type 19.1.png]]</div> 
The validation message is displayed.&nbsp;
<div class="image-green-border">[[File:7.12 Linkage Type 20.1.png|720px|7.12 Linkage Type 20.1.png]]</div> 
&nbsp;

&nbsp;

=== Configuring the contract type for inheritance ===

Users can configure the contract type to associate and inherit all its attributes while creating the agreement. User need to set the attributes as global and there ''Is_inherited'' property to ''Yes ''at contract type level to enable the inheritance of the agreement.

To set the attribute properties in agreement contract type:

#'''Click '''''Configuration ''> ''Create Contract Type'' > ''Agreement'' on the ''Home ''page. The ''Select Contract Type'' page opens. 
#'''Click '''''Next''.&nbsp;The ''Create Contract Type'' page opens. 
#'''Enter''' the ''Contract Type Name''. For example, ''ICMPK_MSA.'' 
#'''Enter''' remaining details on ''Details ''tab. 
#'''Select '''the attribute you want to localize. For example, ''GS_Mobile_Company.'' 
#'''Toggle''' ''On ''the''Is_inherited'' field. 
#'''Click''' ''Save''. The ''Attribute updated successfully ''message is displayed. The ''Association ''tab opens. 
<div class="image-green-border">[[File:7.12 Linkage Type 21.png|720px|7.12 Linkage Type 21.png]]</div> <ol start="7">
<li>'''Click''' ''Next''. The ''Association ''page opens.</li>
<li>'''Enter''' details in the ''Association, Display Preference'' and ''Team ''tabs.</li>
<li>'''Verify''' and '''click '''''Create''. The agreement contract type is created.</li>
</ol>

Similarly, configure the contract type which inherits this''ICMPK_MSA ''contract type.

#'''Click '''''Configuration ''> ''Create Contract Type ''> ''Agreement ''> Next on the ''Home ''page. The ''Select Contract Type'' page opens. 
#'''Click '''''Next''.&nbsp;The ''Create Contract Type'' page opens. 
#'''Enter '''the ''Contract Type Name''. For example, ''PK_SOW.'' 
#'''Enter '''remaining details on the ''Details ''and ''Attributes ''tab. 
#'''Click '''''Next''. The ''Association ''page opens. 
#'''Select '''the association you want to inherit. For example, ''ICMPK_MSA.'' 
#'''Toggle '''the ''Allow Inheritance'' field to ''Yes''. 
#'''Click '''''Save''. The association is added to the contract type. 
#'''Enter''' details in the&nbsp;''Display Preference'' and ''Team ''tabs. 
#'''Verify '''and '''click '''''Create''. The agreement contract type is created.&nbsp; 
<div class="image-green-border">[[File:7.12 Linkage Type 22.png|720px|7.12 Linkage Type 22.png]]</div> 
You can edit and configure the existing agreement contract type to allow the inheritance.

&nbsp;

=== Creating agreements by inheriting the agreement ===

#'''Click '''Agreement Management > Create Agreement on the Dashboard. The Create Agreement page opens. 
#'''Select '''the Contract Type. For example, PK_SOW. 
<div class="image-green-border">[[File:7.12 Linkage Type 23.png|720px|7.12 Linkage Type 23.png]]</div> <ol start="3">
<li>'''Click '''Next. The Attributes page opens.</li>
<li>'''Click '''Inherit action icon next to the contract type you want to inherit in Associate and Inherit field. For example, PK_MSA. The Lookup Search window opens. The agreement instances of the selected contract type are displayed.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 24.png|720px|7.12 Linkage Type 24.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: Associate and Inherit field is displayed for the contract types which have an association with other contract type.</div> <ol start="5">
<li>'''Select '''the agreement instance. For example, statement of work.</li>
<li>'''Click '''Select. The agreement will be inherited into the agreement you are creating.</li>
</ol>
<div class="image-green-border">[[File:7.12 Linkage Type 25.png|720px|7.12 Linkage Type 25.png]]</div> 
The attributes in the parent agreement with Is_Inherit property set to yes will be inherited in the current agreement.
<div class="image-green-border">[[File:7.12 Linkage Type 26.png|720px|7.12 Linkage Type 26.png]]</div> <ol start="7">
<li>'''Click''' Next. The Select Template page opens.</li>
<li>'''Select''' the template and click Next. The Verify page opens.</li>
<li>'''Verify''' and '''click '''Create and Publish. The agreement will be created.</li>
</ol>

The inherited agreement will be associated with the current agreement with the linkage type as peer and displayed on the association grid of the agreement.<br/> For example, the inherited agreement ICMPK_MSA_20 is associated with the current agreement ICMPK_SOW_225 as Peer.
<div class="image-green-border">[[File:7.12 Linkage Type 27.png|720px|7.12 Linkage Type 27.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The associations of the parent agreement will not be inherited while creating an agreement.</div> 
&nbsp;

&nbsp;




== Auto-attachment of Associated documents ==

As part of RFQ creation process, users need to add several documents as mandatory attachments to RFQs that may not change frequently. Previously, users had to attach multiple such documents manually to every RFQ which was a tedious and time consuming process.<br/> ICM now has simplified the process by allowing users to attach predefined standard documents automatically to agreement / amendment based on defined event rules.<br/> Users can now:

*Maintain a repository of standard documents in masterdata. 
*Define global saved searches of standard documents masterdata instances 
*Define event rules using global saved search and association name to trigger the auto-attachment process. 
<div class="note-box">Note: This is applicable for agreements and amendments.</div> 
&nbsp;


=== Configuring masterdata (Standard Document Master) to store attachments ===

The ''Standard Document Master ''stores the documents to attach to an agreement based on the configured event rule. This ''Standard Document Master ''is a seeded masterdata with defined attributes for uploading the documents to the masterdata instance.

*''Upload Document'': ''File Selection'' attribute to upload a document to the masterdata. 
*''Is Document Link'': The Boolean attribute to decide whether the copy of the document is created for attachment. When the ''Is Document Link'' attribute is set to ''No'', then the new copy of the document will be created each time to associate with the agreement. When the ''Is Document Link'' is ''Yes'', then the original copy of the document created from masterdata for the first time to associate will be linked to the agreement. 
<div class="image-green-border">[[File:7.12 Auto Attachment 1.png|720px|7.12 Auto Attachment 1.png]]</div> 
Administrators can edit and add additional attributes to the existing ''Standard Document Master ''as per the business requirements.

To add attributes to masterdata contract type:

#'''Click '''''Configuration ''> ''Contract Type'' on the ''Home ''page. The ''Contract Type ''index page opens. 
#'''Click '''''View Record ''icon next to the ''Standard Document Master''. The masterdata ''Details ''page opens. 
#'''Add '''attributes on ''Attributes ''tab and '''click '''''Save''. The ''Attributes saved successfully ''message appears. 
#'''Click '''''Next''. 
#'''Verify '''the details and '''click '''''Update''. The ''Masterdata Contract Type ''(''Standard Document Master'') is updated with additional attributes.&nbsp; 

==== Storing attachments in masterdata instances ====

Users can upload files for auto-attachment by creating&nbsp;instances of the ''Standard Documents Master''.

To create masterdata instances:

#'''Click '''''Configuration ''> ''Masterdata ''> ''Create Masterdata ''on the ''Home ''page. The ''Create Masterdata ''page opens. 
#'''Select '''''Standard Document Master ''in ''Masterdata ''field on the ''Masterdata&nbsp;Details ''tab. 
<div class="image-green-border">[[File:7.12 Auto Attachment 2.png|720px|7.12 Auto Attachment 2.png]]</div> <ol start="3">
<li>'''Click '''''Next''. The ''Attributes ''tab opens.</li>
<li>'''Click '''''Select File''. The window to browse a file opens.</li>
<li>'''Select '''the file and '''click '''''Open''. For example, file ''Standard Association.pdf.''</li>
<li>'''Click '''''Upload File''. The file is uploaded to the ''Standard Document Master.&nbsp;''</li>
<li>'''Toggle '''''Is Document Link'' to ''Yes'' / ''No ''as per the requirement.</li>
<li>'''Enter '''the details in the remaining fields.</li>
</ol>
<div class="image-green-border">[[File:7.12 Auto Attachment 3.png|720px|7.12 Auto Attachment 3.png]]</div> <ol start="9">
<li>'''Click '''''Save''. The ''Standard Document Master'' instance is created with uploaded file.</li>
</ol>

You can edit ''Standard Document Master ''to add, delete or modify stored documents.

'''Click '''''Remove ''to delete the existing file in the ''Standard Document Master''.
<div class="image-green-border">[[File:7.12 Auto Attachment 4.1.png|720px|7.12 Auto Attachment 4.1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> 
==== Create a global saved search using Standard Document Master ====

Administrators can create a global saved search using ''Standard Document Master''&nbsp;instances as auto-attached documents through ''Save Search'' functionality.<br/> For example, the ''SearchAutoAttachment'' search is saved as global search.
<div class="image-green-border">[[File:7.12 Auto Attachment 5.png|720px|7.12 Auto Attachment 5.png]]</div> 
&nbsp;


=== Associating Standard Document Master with Associated Document Contract Type ===

The attribute (''Master Data Instance Reference Id'') is added to the ''Associated Documents Contract Type'' to associate with the ''Standard Document Master''. The ''Master Data Instance Reference Id ''is a script attribute that refers to the unique ''sysId ''of the ''Standard Document Masterdata.''

To add the attribute to the ''Associations ''contract type:

#'''Click '''''Configuration ''> ''Contract Types ''on the ''Home ''page. The ''Contract Types ''index page opens. 
#'''Click '''''View Record&nbsp;icon&nbsp;''next to the association contract type you want to edit. The contract type ''Details ''page opens. 
#'''Click '''''Edit''. The ''Edit Contract Type ''page opens. 
#'''Select '''and '''add '''''Master Data Instance Reference Id'' to the&nbsp;''Selected Attribute ''section''.'' 
#'''Click '''''Save''. The ''Attribute added successfully'' message appears. 
<div class="image-green-border">[[File:7.12 Auto Attachment 6.png|720px|7.12 Auto Attachment 6.png]]</div> <ol start="6">
<li>'''Verify '''and '''click '''''Update''. The associated document contract type is updated.</li>
</ol>

&nbsp;


=== Configuring a Rule for auto-attaching documents ===

Users can configure the ''Event Rule'' for agreements and amendments to attach standard documents automatically when certain actions such as ''Create, Publish'' and ''Update ''occur. The rule is configured using association name and standard document's saved search.

To configure an event rule for agreement:

#'''Click '''''Configuration ''> ''Rule ''> ''Create Rule ''on the ''Home ''page. The ''Setup ''tab on ''Create Rules ''page opens. 
#'''Select '''the ''Contract Type ''for which you want to create a rule. For example, ''Automation AssoTwoColumn.'' 
#'''Enter '''a name in the ''Rule Name ''field. For example, ''Agreement update With Auto Attachment.'' 
#'''Select '''''Event Rule ''in the ''Rule Type ''field. 
#'''Select '''type of event in ''Event ''field. For example, ''Agreement Updated.'' 
<div class="image-green-border">[[File:7.12 Auto Attachment 7.png|720px|7.12 Auto Attachment 7.png]]</div> <ol start="6">
<li>'''Click '''''Next''. The ''Build ''tab opens.</li>
<li>'''Click '''''Builder ''tab. The page to configure a rule opens.</li>
<li>'''Click '''''Add Rule''. The ''Add Rule ''section opens.</li>
<li>'''Enter '''''Conditions''.</li>
<li>'''Select '''''Additional Actions for Associations ''in first drop-down in ''Actions ''field.</li>
<li>'''Select '''''CreateAssociatedDocumentInstancesEventHook'' in next drop-down.</li>
</ol>

Note: The option CreateAssociatedDocumentInstancesEventHook is enabled through technical configuration.
<ol start="12">
<li>'''Select '''the ''Associated Document Contract Type'' from which you want to auto-attach the documents in next drop-down. For example, ''Annexure3''.</li>
</ol>

Note: ''Associated Document Contract Types'' that are in a parent-child relationship with the selected ''Agreement Contract Type'' will only be available in the drop-down. Also the ''Associated Document Contract Types'' which have document assembly and mandatory attributes will not be available.
<ol start="13">
<li>'''Select '''the saved search name in the next drop-down. For example,''SearchAutoAttachment.''</li>
<li>'''Select '''''No ''in ''Stop Processing More Rules'' field. The further evaluation of rules within a ruleset continues.</li>
</ol>
<div class="image-green-border">[[File:7.12 Auto Attachment 8.png|720px|7.12 Auto Attachment 8.png]]</div> <ol start="15">
<li>'''Click '''''Validate''. The page to validate the rule by entering attributes values of the selected ''Contract Type'' opens.</li>
<li>'''Click '''''Next''. The rule ''Summary ''tab opens.</li>
<li>'''Click '''''Create''. The ''Rule created successfully'' message appears. The rule is displayed in the list of ''Rules ''of the selected contract type.</li>
</ol>

&nbsp;


=== Auto-Attaching documents to the agreement ===

<br/> Documents will be attached to the agreement under selected associations automatically as per the configured event rule.<br/> To auto-attach documents to the agreement when the agreement is updated:

#'''Click '''''Agreement Management ''> ''Agreement'' on the ''Home ''page. The ''Agreement ''index page opens. 
#'''Click '''''View Record''&nbsp;icon next to the agreement to open. For example, agreement ''AutomationAssoTwocolumn_382.'' The agreement ''Details ''page opens. 
#'''Click '''''Edit''. The ''Edit Agreement ''page opens. 
#'''Edit '''desired fields. 
#'''Click '''''Update''. The agreement is updated. 

When the agreement is updated, event rule ''Agreement Update With Auto Attachment'' will be evaluated. The three associations will be created for ''Annexure3 ''as per the saved search ''SearchAutoAttachment.''<br/> &nbsp;
<div class="image-green-border">[[File:7.12 Auto Attachment 9.png|720px|7.12 Auto Attachment 9.png]]</div> <ol start="6">
<li>'''Modify '''the saved search ''SearchAutoAttachment'' to have two more documents ''PDF File1'' and ''PNG File1 ''and remove a document ''DOT File1.''</li>
</ol>
<div class="image-green-border">[[File:7.12 Auto Attachment 10.png|720px|7.12 Auto Attachment 10.png]]</div> <ol start="7">
<li>'''Dissociate '''the document ''PPT File1'' on ''Annexure3 ''details page from the agreement.&nbsp;</li>
</ol>

The agreement''ICMAutomationAssoTwocolumn_382'' will now have two auto-attached documents.
<div class="image-green-border">[[File:7.12 Auto Attachment 11.png|720px|7.12 Auto Attachment 11.png]]</div> <ol start="8">
<li>'''Update '''the agreement again and the event rule''Agreement update With Auto Attachment ''will also be evaluated again. The agreement will now have five attachments in ''Annexure3 ''associations.</li>
</ol>

*New documents ''PDF File1 ''and ''PNG File1'' will be attached to the agreement. 
*Existing attachment ''JPEG File1 ''will not be duplicated. 
*Existing attachment ''DOT File1 ''will not be removed from agreement’s associations even if it is removed from saved search. 
*The deleted association ''PPT File1 ''from the agreement will be attached again with the current metadata from masterdata. 
<div class="image-green-border">[[File:7.12 Auto Attachment 12.png|720px|7.12 Auto Attachment 12.png]]</div> 
The documents will be attached to agreements when the certain event occurs as per the criteria:

*The existing attached documents will not be modified or duplicated. 
*The missing / manually deleted attachment will be attached again to the agreement with its latest version from the masterdata. 
*Any additional document present in the saved search will be attached to the existing documents of the agreement.&nbsp;<br/> &nbsp; 

<br/> &nbsp;

== Tagging Saved Search of Associated documents in an Agreement ==

There are two ways to add an Associated document Saved search to an Agreement.&nbsp;

*Adding the Saved search tag to the Template 
*Adding the Saved search tag to the Agreement document 

'''Note''': A Saved Search needs to be created in ICM of the required association data.&nbsp;

'''To tag Associated Document Saved Search:'''

You can add the rich text content control to tag the saved search in the Template or Agreement document using Word:

1. '''Select&nbsp;'''the&nbsp;''Plain Text Content Control ''from the&nbsp;''Developer''&nbsp;menu.

2. '''Click&nbsp;'''''Properties. ''The''Content Control Prpoerties ''winow opens''.&nbsp;''

3.''&nbsp;'''''Enter&nbsp;'''the ''Title ''and tag as&nbsp;ICMAssociation|AssociatedSavedSearchName.&nbsp;For example,&nbsp;ICMAssociation|Country Master.

4. '''Click '''''Ok. The ''Saved Search is now tagged in the Template/Agreement document in the form of a table.
<div class="image-green-border">[[File:Creating Template Content Control tag 7.8.PNG|RTENOTITLE]]</div> 
'''Note''': This template is uploaded in ICM to be available while creating a document. The Saved Search is visible after assembling the contract.

Upon publishing the Agreement you can add more instances to the Associated document Saved Search in the&nbsp;Agreement document from the Agreement's ''Details ''page:

1. '''Click '''the ''Associations ''tab on the Agreement's&nbsp;''Details ''page.&nbsp;

2. '''Click '''the ''Create Association''&nbsp;icon in the Associations tab. The ''Create Association'' page opens.&nbsp;&nbsp;
<div class="image-green-border">[[File:Adding supporting document create association icon 7.8.PNG|RTENOTITLE]]</div> 
3. '''Enter''' the necessary details on the Meta Data tab. For example,&nbsp;''Name, Contract Value''.
<div class="image-green-border">[[File:Adding supporting document create association page 7.8.PNG|RTENOTITLE]]</div> 
4. '''Click '''''Next''. The Templates tab opens.

4. '''Select '''the appropriate template.&nbsp;

5. '''Click '''''Create''. The association instance is added. The Agreement's ''Details ''page opens. The number next to the association is updated in the ''Associations ''tab.Erlier there were 2 instances of the associations and now there are 3.&nbsp;
<div class="image-green-border">[[File:Adding supporting document updated association 7.8.PNG|RTENOTITLE]]</div> 
6. '''Click '''the ''Assemble Contract&nbsp;''button on the ''Details ''page. The newly added instance get's updated in the Agreement document.

'''Note''': The Associated document saved search instances can also be updated in the document by ''Edit ''and ''Update ''actions.&nbsp;

&nbsp;

&nbsp;
'''Related Topics''':&nbsp;&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Association_Management|Association Management]]&nbsp;|&nbsp;[[Saved_Searches|Saved Searches]]</div>