Icertis Experience for Word[edit]


= Icertis Experience for Word =

== Prerequisites and System Requirements ==

Download the installer for the Icertis Experience for Word on your local machine. Your IT Administrator can get the version details from Icertis Support.<br/> The minimum system requirements for Icertis Experience for Word are:&nbsp;

*macOS Catalina 10.15.4 or later&nbsp; 
*Windows 10 (1909 OS Build 18363.836) 
*Microsoft Office 2016 for Desktop&nbsp; 
**Build 16.0.4390.1000 or later&nbsp;   
*Office 365 (Desktop) 
**Version 1612 (Build 7668.1000) or later for Windows 10 
**15.32 or later for macOS Catalina   
*The Icertis Experience for Word installation (manifest) file 
*Browser support:&nbsp; 
**Microsoft Internet Explorer version 11 or later 
**Microsoft Edge 83 
**macOS Safari 13.1 
**Google Chrome 83   
<div class="note-box">'''Note''': Icertis Experience for Word does not support localization.</div> 
== Setting up Icertis Experience for Word ==

This section describes the process of setting up Icertis Experience for Word, both on macOS and Microsoft Windows.&nbsp;

Icertis Experience for Word can be deployed in two ways:

*Centralized deployment: For this method, refer guidelines published by Microsoft&nbsp;: [https://docs.microsoft.com/en-us/office/dev/add-ins/publish/centralized-deployment ''https://docs.microsoft.com/en-us/office/dev/add-ins/publish/centralized-deployment'']. 
*Local deployment 

=== Setting up Icertis Experience for Word on macOS ===

This section describes the process of setting up Icertis Experience for Word on macOS and Microsoft Windows locally.

To install ICM Experience for Word:<br/> 1.&nbsp; Obtain the ICM Experience for Word manifest file.<br/> 2.&nbsp; '''Close '''all Microsoft Word instances.<br/> 3.&nbsp; Remove cache from following folder: /Users/<username>~/Library/Containers/osfMicrosoft.com/Data<br/> 4.&nbsp; '''Click '''Go on your desktop and then select the Go to Folder.<br/> 5.&nbsp; '''Copy '''the following path in the field:<br/> <br/> /Users/<username>/Library/Containers/com.microsoft.Word/Data/Documents/wef
<div class="note-box">'''Note''': If you are unable to locate the Library folder, navigate to the Go to Folder and type: ~/Library &nbsp; &nbsp; &nbsp;and create the wef folder if it does not already exist.</div> 
<br/> 6.&nbsp; '''Copy '''the ICM Experience for Word installation file (.xml extension) into the wef folder. Once the file is placed on the wef folder, do not modify it manually. Contact ICM support for modifying the installation file.&nbsp;<br/> 7.&nbsp; '''Launch '''Microsoft Word 2016.<br/> 8.&nbsp; '''Click '''the Insert tab.<br/> 9.&nbsp; '''Click '''the ''My Add-ins'' drop-down. '''Select''' the Icertis Experience for Word icon from the drop-down to enable it on the Home tab.&nbsp;<br/> &nbsp;
<div class="note-box">'''Note''': The Icertis Experience for Word&nbsp;installation&nbsp;(.xml files) are instance-specific. You can copy multiple installation files in the wef folder depending upon the number of instances you want to use.</div> 
&nbsp;

Additionally, ensure the following settings are enabled while using Icertis Experience for Word on macOS:
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 01.png|720px|7.12 Icertis Experience for Word 01.png]]</div> 
=== Setting up Icertis Experience for Word&nbsp;on Microsoft Windows&nbsp; ===

1.&nbsp; '''Create '''a new folder on your C: drive. You can name it as per your preferences, such as Icertis Experience for Word. If you are using a shared machine and want other users to be able to use Icertis Experience for Word&nbsp;on it, share this folder as follows:

*'''Right-click''' the folder and '''select '''''Give access to'', and then ''Specific People''. The ''File Sharing'' window opens.&nbsp; 
*Share the folder either with ''Everyone ''or yourself:&nbsp; 
**'''Select '''''Everyone ''from the drop-down and '''click '''''Add'', if you want anyone using this system to be able to use the Icertis Experience for Word. '''Click''' ''Share'' to display the URL (Web address) below the folder you created. This URL will be required later in the process. 
**'''Select '''''Everyone ''from the drop-down and '''click''' ''Add'', if you want anyone using this system to be able to use the Icertis Experience for Word. '''Click''' ''Share'' to display the URL (Web address) below the folder you created. This URL will be required later in the process.   
<div class="image-green-border">[[File:Network access.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 2.&nbsp; '''Copy '''the manifest file provided to you in this folder.<br/> 3.&nbsp; '''Copy '''steps 5 to 9 in any text-editing tool, such as ''Notepad'', before proceeding to the next steps.<br/> 4.&nbsp; '''Open '''a new document in Microsoft Word.<br/> 5.&nbsp; '''Click '''''File ''menu and then '''click '''''Options ''to open the ''Word Options'' window.&nbsp;<br/> 6.&nbsp; '''Click '''Trust ''Center ''to view the ''Trusted Center Settings''.<br/> 7.&nbsp; '''Click '''''Trusted Add-in Catalogs'', and then in the ''Catalog URL'' field.<br/> 8.&nbsp; '''Enter '''the complete network path to the shared folder that you created.<br/> 9.&nbsp; '''Click '''''Add Catalog''. The added network path is displayed under ''Trusted Catalog Address'' column in the table as shown below.&nbsp;<br/> 10.&nbsp;&nbsp;'''Select '''the checkbox under the ''Show in Menu''. The option to add the Icertis Experience for Word icon on the Microsoft Word ribbon is displayed.<br/> 11.&nbsp; '''Click '''''OK'' to save and close the ''Trusted Web Add-in Catalogs'' window.<br/> 12.&nbsp; '''Click '''''OK'' to close the ''Trust Center'' window.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Trusted publisers.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 13.&nbsp; Clear all the files from&nbsp;%LOCALAPPDATA%\Microsoft\Office\16.0\Wef\ and similarly for&nbsp;%temp% folder.<br/> &nbsp;</div> <div class="image-green-border">[[File:Run.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border"><br/> 14.&nbsp; Open Windows Internet Explorer, '''Press '''''Ctrl + Shift + Delete''.<br/> 15.&nbsp; '''Click '''''Delete ''to clear cache.<br/> 16.&nbsp; '''Restart '''Microsoft Word for your changes to take effect.<br/> 17.&nbsp; '''Click '''the ''Insert ''tab.<br/> 18.&nbsp; '''Click''' ''My Add-ins'' in the ''Add-ins'' group.&nbsp;<br/> 19.&nbsp; '''Click '''the ''SHARED FOLDER'' tab, and then '''click '''the ''Icertis Experience for Word''&nbsp;icon.&nbsp;<br/> 20.&nbsp; '''Click '''''Insert ''to insert the Icertis Experience for Word to the Microsoft Word document.</div> 
== Logging on to Icertis Experience for Word ==

#'''Open '''a new Microsoft Word document. 
#'''Click '''the ''Icertis Experience for Word''&nbsp;icon on the ''Home'' tab. A default ''Login ''browser window opens. 
#'''Enter''' the ICM username and password. 
#'''Click''' ''Sign in''. You are now logged in to Icertis Experience for Word and can access the add-in’s dashboard. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word.png|320px|7.12 Icertis Experience for Word.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">If you have trouble signing in to the Icertis Experience for Word, refer to the Troubleshooting section at the end of this guide.<br/> &nbsp;</div> 
== Basic Guidelines ==

Here are some helpful tips to have a better experience with Icertis Experience for Word:

*'''Reload '''Icertis Experience for Word every time your system goes into Sleep mode or you are not using Icertis Experience for Word for a long time. 
*'''Clear '''System cache before loading Icertis Experience for Word&nbsp;for better performance or if you hit any blocker as mentioned in previous section. 
*Icertis Experience for Word is a Web client application, so you may face some glitches while accessing it for the first time as Office.JS creates primary folders in the backend and it is normal behavior. Icertis Experience for Word will work as expected once it is completely set. 
<div class="note-box">'''Note''': For a Windows system, select the ''Enable Protected mode ''checkbox for Internet options under Security tabs (internet, local intranet, trusted sites).&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Internet options.PNG|360px|RTENOTITLE]]</div> 
== <br/> Managing Access Privileges for using Icertis Experience for Word ==

Each ICM user plays a specific role in the Agreement workflow. An Administrator assigns roles, and they can be customized as per the business requirements.<br/> You can provide complete access to creating, editing and removing Templates and Clauses from either Icertis Experience for Word&nbsp;or the ICM user interface. This is achieved by managing privileges of entities such as Agreements, Clauses and Contract Types for the selected Security Group from ICM. You can also set the Org Path for specific Security Group users to Root Level.<br/> To manage access privileges for an ICM user:

1.&nbsp; '''Click '''''User Administration'' on the Dashboard.<br/> 2.&nbsp; '''Click''' ''Users''. The list of currently set up users is displayed on the ''Users ''page.<br/> 3.&nbsp; '''Click '''the ''View Record'' icon to display the selected user record.<br/> 4.&nbsp; '''Click''' the ''Edit'' button. The ''Edit User'' page opens.<br/> 5.&nbsp; '''Click''' the ''Organization Unit'' icon to set the Org Path. The ''Select Organization Unit'' page opens.<br/> 6.&nbsp; Set the ''Org Path'' to ''Root''.<br/> 7.&nbsp; '''Click''' ''Ok''.
<div class="image-green-border">[[File:Rasika patel.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 8.&nbsp; '''Click''' ''User Administration'' on the Dashboard.<br/> 9.&nbsp; '''Click '''''Security Groups''. The list of current Security Group settings is displayed on the ''Security Group Details'' page.<br/> &nbsp;</div> <div class="note-box">'''Note''': An Administrator can only access the User Administration tile on the Dashboard.</div> <div class="image-green-border"><br/> 10.&nbsp; '''Click''' the ''View Record'' icon for the settings that you want to change. The ''Security Group details'' page opens. Use ''Configuration Admins'' as the ''Security Group''.<br/> 11.&nbsp; '''Click''' the ''Edit ''button, and then '''click''' the ''Privileges'' tab.<br/> 12.&nbsp; '''Click''' the radio button under the ''Manage ''column for Template and Clause entities to provide the user complete access to ''Clauses'' and ''Templates''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Scribe-details-Clause.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 13.&nbsp; '''Click '''the radio button under the ''View ''column giving users viewing privileges to only view ''Clause'' and ''Template''; they will not be able to edit and make any changes to a Clause or Template.<br/> 14.&nbsp; '''Click''' the radio button under the ''None'' column to prevent the user from accessing ''Clause'' and ''Template''.<br/> 15.&nbsp; '''Click''' ''Next''. The ''Verify'' page opens.<br/> 16.&nbsp; '''Click''' ''Previous'' to go back and make changes on the ''Privileges'' page, if required.<br/> 17.&nbsp; '''Click''' the ''Update'' button to update and save your changes to the ''Security Group''.</div> 
&nbsp;

== Using Icertis Experience for Word&nbsp; ==

You can use Icertis Experience for Word to create and edit ICM and third-party agreement documents.

#'''Log''' on to Icertis Experience for Word, the dashboard displays the actions you can perform using the add-in. 

If you open a third-party agreement or a blank document and log in to the plug-in, the ''Looks like you are editing a non-ICM document, do you want to continue?'' message will be displayed.
<ol start="2">
<li>'''Click''' ''Yes''. The ''Select Contract Type'' drop-down is displayed.</li>
<li>'''Select''' the contract type of your choice, for example, ''MSA''. The ''Edit Agreement'' page opens.</li>
</ol>
<div class="note-box">'''Note''': In case of an existing agreement, if the user has purchased and has authorization for Negotiate AI, this will trigger the auto-discovery flow and then user will be redirected to the Edit Agreement page.</div> <ol start="4">
<li>'''Click''' ''No'' to be redirected to the Dashboard page.&nbsp;</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 02.png|720px|7.12 Icertis Experience for Word 02.png]]</div> 
The Dashboard page displays the following options:

*Discover Attributes and Clauses 
*Find Similar Clauses 
*Find Similar Agreements 
*View Existing Agreements: Click to view and edit existing agreements in ICM. 
*Create Template: Click to start creating a new Template. A Template contains Clauses, Attributes, Associations, and Signatories. There are two types of Attributes: 
**Contract Type Attributes: These Attributes are Contract Type-specific and can be tagged within the Template. 
**Template Variables: These Attributes are Template specific.&nbsp;   
*View Existing Templates: Click to view and edit existing Templates. 
*Create Clause: Click to create a Clause in Icertis Experience for Word. 
*View Existing Clauses: Click to view and edit existing Clauses. 
*User Details: Displays details such as username, email ID, link to the Help section, About Icertis Experience for Word, Version and so on. 
**''Help'': '''Click '''the Help icon to access ICM Help. 
**''Visit ICM'': '''Click '''Visit ICM to get redirected to ICM Web UI. 
**''Logout'': '''Click '''the Logout icon to log out of Icertis Experience for Word.   
<div class="note-box">'''Note''': After clicking the ''Logout ''button, it is recommended to close the logout pop up window before logging on again.</div> 
== Working with Agreements ==

Using Icertis Experience for Word, you can perform the below tasks for agreements:

*Discover Attributes and Clauses 
*Find Similar Clauses 
*Find Similar Agreements 
*View Existing Agreements 
<div class="note-box">'''Note''':&nbsp;The Discover Attributes and Clauses, Find Similar Clauses and Find Similar Agreements options will only be visible if the user has purchased and has authorization for Negotiate AI functionality.</div> 
&nbsp;



=== Discovering Attributes and Clauses ===

When you initiate the discovery process using the Icertis Experience for Word, the system triggers the discovery of attributes and clauses for both - own and third party type of paper. However, only non-tagged attributes and clauses are discovered. If a clause from the ICM Clause Library is already tagged in the agreement document, it will not be discovered during the process again.

To use the attributes and clause discovery features in Icertis Experience for Word:

#'''Click '''''Discover Attributes and Clauses''. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 03.png|720px|7.12 Icertis Experience for Word 03.png]]</div> <ol start="2">
<li>'''Select '''the ''Category ''and ''Agreement Type''.</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 04.PNG|720px|7.12 Icertis Experience for Word 04.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': All Contract Types with the ''Clause Discovery Type'' attribute irrespective of the value entered for the attribute, i.e. ''Discover AI'' or ''None ''are listed in the ''Agreement Type'' drop-down.</div> <ol start="3">
<li>'''Click''' ''Discover''. The ''Discovery in progress…'' loading icon is displayed while the Clauses are being discovered and the Attributes are being identified to tag them to the Imported Agreements automatically.</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 05.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Depending on the size of the Agreement, the discovery process may take some time.</div> 
The Review Agreement Discovery Now message appears.

'''Agreement Clauses'''
<ol start="4">
<li>'''Click '''the AI Discovered tab to review and select from the discovered clauses.</li>
</ol>

The blue bars next to the clause category names indicate the discovery confidence level (High, Medium, Low) of the discovered clauses.
<ol start="5">
<li>'''Click '''the dots to display the actions that can be taken on the clauses, such as ''Select Matched Clause'', ''Find Similar Clause'', ''Ignore Clause'' and ''Remove Identification''.</li>
<li>'''Click '''the clause to see the location on the document.</li>
</ol>

The following actions can be taken on selected Clause:
<ol start="7">
<li>'''Click '''Select Matched Clause. The actions available on the matched clause are displayed: Compare, Confirm with deviation, Confirm, Review Later and Replace Clause.</li>
</ol>
<ul style="margin-left: 40px;">
<li>'''Click '''Compare to compare the clause based on the match from the Clause Library.</li>
<li>'''Click '''Confirm with deviation if you want to track the clause deviations.</li>
<li>'''Click '''Review Later if you are unsure and want to review a clause later.</li>
<li>'''Click '''Replace Clause if you want to replace the clause with another one.</li>
</ul>

Sort the Search by:&nbsp;

*Document Order 
*Category Order 
<ol start="12">
<li>'''Click '''SAVE to save your work in the Draft status.&nbsp;</li>
<li>'''Click '''PUBLISH. A new agreement is created, and the clauses will be displayed on the Clauses tab on the agreement Details page. The remaining workflow continues as expected.</li>
</ol>
<div class="note-box">'''Note''': In case of an already published agreement, a new version will be created on ''Publish''.</div> <ol start="14">
<li>'''Click '''the ''Show tagged only'' toggle to review and select from the detected attributes.</li>
</ol>

All the discovered attributes (such as Contract Value, Effective Date, Expiry Date and so on) are displayed as shown in the screenshot below. The Contract Value is present with the supported currencies. The grouping of attributes is based on the grouping preferences applied at the time of Contract Type creation.

<br/> The blue bars next to the attributes indicate the discovery confidence level of each attribute. The number next to a blue bar indicates the number of times the attribute is present in the document.

&nbsp;
<ol start="15">
<li>'''Click '''the attribute name to see the location on the document.</li>
<li>'''Click '''the dots to display the actions that can be taken, such as ''Ignore Attribute'' and ''Identify Attribute''.</li>
</ol>

*Identify Attribute: Select this to assign selected text as a value of the attribute 
*Ignore Attribute: Select this to ignore the discovered attribute 
<ol start="17">
<li>'''Click '''the Show Matched icon to view the additional attribute value options discovered by AI.</li>
<li>'''Edit '''the attributes as required. For example, you can select an ''External Signatory'' or change the ''Effective Date/Expiry Date''.</li>
<li>'''Click '''''PUBLISH''. This checks for any validation error in mandatory and invalid attribute values.</li>
</ol>
<div class="note-box">'''Note''': Clicking Publish saves all the changes in ICM. A new version is created only provided the agreement is already in published state.</div>

=== Creating a Rule ===

To create a Rule and build your own repository of ICM contracts within which similar Clauses (or Agreements) can be extracted:

#'''Click''' ''Configuration > Rule > Rules'' on the ICM Home page. The ''Rules ''page opens. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word Rule 01.png|720px|7.12 Icertis Experience for Word Rule 01.png]]</div> <ol start="2">
<li>'''Click '''Select Contract Type. For example, ''Negotiate AI''.</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word Rule 02.png|720px|7.12 Icertis Experience for Word Rule 02.png]]</div> <ol start="3">
<li>'''Click '''the edit icon for the rule that you want to edit. The ''Edit Rule'' wizard opens.</li>
<li>'''Enter '''the ''Rule Name''. For example, Rule to index similarity.&nbsp;</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word Rule 03.png|720px|7.12 Icertis Experience for Word Rule 03.png]]</div> <ol start="5">
<li>'''Enter '''the ''Rule Description''. The ''Contract Type'', ''Rule Type'' and ''Event ''are auto populated.</li>
<li>'''Click '''''Next ''and complete the ''Edit Rule'' wizard.</li>
<li>'''Click '''''Update''.</li>
<li>The Rule updated successfully message is displayed. '''Click '''''OK''.</li>
</ol>

&nbsp;


=== Finding Similar Clauses ===

Let’s consider an example of finding similar Clauses.&nbsp;

#'''Open '''the Agreement Document and load the Icertis Experience for Word add-in. 
#'''Select '''a clause text in the Agreement Document.&nbsp; 
#'''Click '''''Find Similar Clauses''. 

To find similar clauses specific to a contract type, '''set '''the ''Apply filter'' option to ''On''.

Choose the Contract Type from the Choose Contract Type drop-down to further refine your search.
<ol start="4">
<li>'''Click '''''Proceed''. Clauses that are similar to the selected one will be displayed.</li>
<li>'''Click '''''Compare ''icon to get a comparison of the Clauses.</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 06.PNG|720px]]</div> 
A score is displayed to indicate similarity between the selected clause and the clause from the Clause Library.
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 07.PNG|720px]]<br/> &nbsp;</div> <div class="note-box">'''Note''': Both tagged and non-tagged clauses/text within the agreement document will be displayed in the list.</div> 
&nbsp;

&nbsp;

&nbsp;


=== Finding Similar Agreements ===

To find similar Agreements from ICM repository that may have been created for other customers:
<ol start="9">
<li>'''Click '''''Find Similar Agreements''. The ''Similarity Filter'' page opens.</li>
</ol>

To further refine your search '''set '''the ''Apply filter'' option to ''On'' and choose the Contract Type from the ''Select contract type'' drop-down.
<ol start="10">
<li>'''Click '''''Proceed''.</li>
</ol>

It may take some time to find similar data if there are many Agreements. You can see the score indicating how much the Agreements match.
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 08.PNG|720px]]</div>


=== Viewing Existing Agreements&nbsp; ===

You can view the agreements in Icertis Experience for Word provided you have Manage privileges on the agreement and can edit it in Icertis Experience for Word.&nbsp;

To view an existing agreement:&nbsp;

#'''Click''' ''View Existing Agreements'' on the Icertis Experience for Word dashboard page. The list of agreements is displayed. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 09.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Only the first 14 agreements are displayed. You can use the search field to search for any agreement.</div> <div class="image-green-border">[[File:7.12 Icertis Experience for Word 10.PNG|720px]]&nbsp;</div> <ol start="2">
<li>'''Click '''the three-dots icon next to the agreement to edit or preview the agreement.</li>
</ol>
<ul style="margin-left: 40px;">
<li>Edit: '''Click''' ''Edit ''to open the document in Word.</li>
<li>Preview: '''Click '''''Preview ''to open the latest version of the agreement in PDF.</li>
</ul>

'''Select '''the Agreement contract type from the ''Select contract type'' drop-down to filter the displayed agreements by contract types. For example, ''MSA_SD''. Agreements created with MSA_SD contract type are displayed.

You can also search for an agreement by entering a search criteria in the ''Search agreement'' field.

==== Editing an Agreement ====

<br/> Any user who has ''Manage ''privileges on the agreement can edit the agreement in Icertis Experience for Word.&nbsp;

To edit an agreement:&nbsp;
<ol start="3">
<li>'''Click '''''Edit''. The agreement document opens in Word.</li>
</ol>
<div class="note-box">'''Note''': While editing an agreement, the agreement name is displayed at the top of the ''Edit Agreement'' page, with a hyperlink to the agreement in ICM. In the absence of the agreement name in ICM, the agreement code is displayed.</div> 
&nbsp;
<ol start="4">
<li>'''Click '''''Details ''tab on the Icertis Experience for Word panel. The ''Details ''tab displays the agreement document version and the username of the contract author.</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 11.PNG|720px]]</div> 
You can hover the cursor on the version number (for example, ''Version 1'') to view the ICM role of the username displayed and the date when the version was created.

&nbsp;

==== Using Agreement operation/actions ====

The ''Agreement operation/actions'' button gives access to a few more functions you can perform on the Agreement. For example, ''Identify Attribute'', ''Identify Clause'', ''Add Deviation'' and ''Add Commitment''.
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 12.PNG|720px]]<br/> &nbsp;<br/> Click the accordion menu next to the agreement name on the Edit Agreement page. Using this menu, you can:</div> 
*''Navigate to Notes'': Select this to view the agreement Notes. 
*''Identify Attribute'': Select this to identify the selected text as an attribute. 
*''Identify Clause'': Select this to identify the selected text as a clause. 
*''Add Deviation'': Select this to add a deviation. 
*''Add Commitment'': Select this to add a commitment. 
*''Find Similar Agreement'': Select this to find agreements similar to the current one. 

===== Navigate to Notes =====

'''Click '''this option to open to the ''Notes ''tab of the agreement in Web ICM.

===== Identifying Attribute =====

The Identify attribute feature enables the user to select a value in the document as an Attribute and link it to an Attribute that is present in the ICM global Attributes list.<br/> For example, if you select the Attribute-Assignment Date, you can make changes in the date format or in the actual date of the assignment. Icertis Experience for Word would identify these changes and update the same in Agreement on ICM Web.

To identify metadata (attribute):&nbsp;

#'''Click '''the Agreement operation/actions button. A list of options is displayed. 
#'''Click '''Identify metadata. The Identify metadata page opens. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 13.PNG|720px]]</div> <ol start="3">
<li>'''Select '''an Attribute from the Select Attributes drop-down. More fields will be displayed based on the selected Attribute.</li>
<li>'''Enter '''or select the alternate value for the Attribute.</li>
<li>'''Click '''''Identify''. The changed value of the Attribute is added to the Agreement.</li>
</ol>

&nbsp;

===== Identifying Clauses =====

The Identify Clause enables the user to identify static text in the document as a Clause and link it to a Clause that is present in the ICM Clause Library.&nbsp;<br/> To identify a Clause:

#'''Click '''the ''Agreement operation/actions'' button. A list of options is displayed. 
#'''Click '''''Identify Clause''. The Identify Clause page opens. The selected text from the Agreement is displayed in the Select Text field. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 14.PNG|720px]]</div> <ol start="3">
<li>'''Select '''a Clause from the ''Select Standard Clause'' drop-down. You can view the Clause text in the ''Standard Clause Text'' field.</li>
<li>'''Select '''the ''Add Deviation'' checkbox if you want to create a deviation to the Clause. The Comments section is displayed.</li>
<li>'''Enter '''the notes in the Comments section, addressing the changes you want to make to the Clause.</li>
<li>'''Click '''''Identify''. The deviation you want to create is sent for approval. The standard deviation workflow is followed through ICM Web UI.</li>
</ol>

===== Adding Deviations =====

You can add deviation to the Clauses in the Agreement using the Add deviation feature.

To add a deviation:

#'''Click '''the ''Agreement operation/actions'' button. A list of options opens. 
#'''Click '''''Add deviation''. The Add Deviation page opens. If you have selected any text from the Agreement, it is displayed in the Selected Text field. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 15.PNG|720px]]</div> <ol start="3">
<li>'''Select '''a Clause from the Select Standard Clause drop-down. The Clause text is displayed in the Standard Clause Text field.</li>
<li>'''Enter '''notes for adding deviation in the Comments field.</li>
<li>'''Click '''the ''Add Deviation'' button. The deviation added successfully message is displayed. The deviation is sent for approval to follow the standard deviation workflow through ICM Web UI.&nbsp;</li>
<li>'''Click '''''Done''. The Details tab opens.</li>
</ol>

&nbsp;

===== Viewing Deviations =====

#'''Download '''the latest version of an agreement from ICM. 
#'''Navigate '''to the agreement clauses tab in the Library section. Any clause that has a deviation will be marked as a deviated clause with the deviation icon. 
#'''Hover '''the cursor&nbsp;over the deviation icon to view the following details: 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 16.PNG|720px]]</div> <ul style="margin-left: 40px;">
<li>''Status'': Shows the status of the clause, for example Requires Approval.</li>
<li>''Deviated by'': Shows the username who deviated the clause, for example Second Approver.</li>
<li>''Deviated on'': Shows the date and time the deviation was created.</li>
<li>''View in ICM'': '''Click '''this link to open the agreement deviation list tab in ICM Web.</li>
</ul>

===== Adding Commitments =====

You can add commitments to the Agreement using Icertis Experience for Word.

To add a Commitment:

#'''Click '''the ''Agreement operation/actions'' button. A list of options opens. 
#'''Click '''''Add commitment''. The Add Commitment page opens. If you have selected any text from the Agreement, it is displayed in the Selected Text field. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 17.PNG|720px]]</div> <ol start="3">
<li>'''Select '''the Commitment type from the ''Selected type of commitment'' drop-down. For example, Transaction.</li>
<li>'''Click '''the ''Add User'' icon in the ''Select business owner ''field to search or select a user. The Select Business Owner window opens displaying a list of all the available users.</li>
<li>'''Enter '''a user's name in the Search Business Owner box or select a checkbox next to the desired user from the list.</li>
<li>'''Click '''''Select''. The user is added to the ''Select business owner'' field.</li>
<li>'''Select '''the ''Recurring Commitment'' checkbox if you want this commitment to repeat. A few more fields are displayed.</li>
<li>'''Select '''the frequency. For example, monthly, quarterly, etc.&nbsp;</li>
<li>'''Select '''the ''Start date'' and ''End date''.</li>
<li>'''Enter''' days for reminder in the ''Set reminder'' and ''Set overdue reminder'' fields.</li>
<li>'''Enter '''comments and instructions in the corresponding fields.</li>
<li>'''Click '''the ''Add Commitment'' button. The Commitment has been successfully added message is displayed.</li>
<li>'''Click '''''Done''. The Details tab opens.</li>
</ol>

==== Triggering AI discovery manually ====

'''Click '''the ''Trigger AI discovery'' icon. The discovery process starts, and the loading icon is displayed with a ''Discovery in progress…'' tool-tip.
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 18.PNG|720px]]</div> 
Once the discovery process is complete, discovered attributes are tagged in the document and populated in the attribute fields.
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 19.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> 
==== Using Library ====

Within the Library page, you can tag Attributes, Clauses, Signatories, Template Variables, Agreement Clauses, and Parent Agreement Clauses (if applicable).

'''Click '''the ''Library ''tab on the ''Edit Agreement'' page. The Library page opens.
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 20.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> 
===== Tagging Attributes =====
<div class="image-green-border">&nbsp;</div> <div class="image-green-border">In the Attributes tab, the Attributes related to the Contract Type are displayed. You can see the already tagged Attributes in the Agreement document with the help of Design Preview feature as well as the number that denotes the tags present in the given Agreement. You can add additional Attribute tags.es&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.12 Icertis Experience for Word 22.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To tag Attributes:<br/> <br/> 1.&nbsp; '''Click''' the Attributes tab in the Library section. A list of Attributes related to the Agreement are displayed. You can see a number next to the Attribute if it is already tagged in the document. The Attributes are usually grouped under relevant sections.&nbsp;<br/> 2.&nbsp; '''Enter''' the search criteria in the ''Search ''bar.&nbsp;<br/> 3.&nbsp; '''Click''' the Search icon. The top 10 results are displayed.&nbsp;<br/> 4.&nbsp; '''Click''' the ''Advanced Search ''Filter icon, if you are not able to find the desired Clause.</div> <div class="image-green-border">5.&nbsp; '''Expand''' the relevant section. The list of Attributes within that section is displayed.&nbsp;<br/> 6.&nbsp; '''Hover''' over an Attribute to view its tag.<br/> 7.&nbsp; '''Click''' the ''Add'' icon. The Attribute's tag is added to the Agreement document. A number is displayed next to the Attribute when it is tagged. This number denotes the number of times that Attribute has been tagged in the document.<br/> 8.&nbsp;&nbsp;'''Select''' the ''Display Tagged Attributes'' checkbox to view all the tagged Attributes in the Template.<br/> 9.&nbsp; '''Click''' the Delete icon to remove the Attribute from the Agreement.</div> <div class="note-box">'''Note''': After you add or remove Attributes, click the Refresh/Reload list icon. This feature enables multiple users to work on an entity at the same time using Icertis Experience for Word as well as ICM Web, without having to lose any updates. It also helps to view the updated count of the entity, since the count may not refresh automatically.</div> 
===== <br/> Tagging Clauses =====

All the Clauses that are used in the chosen Contract Type are displayed under different Clause groups that are assigned to the Clause when it is created.<br/> To tag Clauses:<br/> <br/> 1.&nbsp; '''Click''' the ''Clauses ''tab in the Library section. A list of Clauses related to the Agreement is&nbsp;displayed.<br/> 2.&nbsp; '''Enter''' the search criteria in the ''Search ''bar.&nbsp;<br/> 3.&nbsp; '''Click''' the ''Search ''icon. Top 10 results are displayed.&nbsp;<br/> 4.&nbsp; '''Click''' the ''Advanced Search'' Filter icon, if you are not able to find the desired Clause.
<div class="image-green-border">5.&nbsp; '''Click''' the corresponding arrow to expand a Clause groups and view the Clauses that are specific to that group.<br/> 6.&nbsp; '''Click''' the corresponding [[File:Scribe-vertical icomn.PNG|RTENOTITLE]]&nbsp; icon to select the appropriate option:</div> 
*''Direct'': Adds the selected Clause to the Template. 
*''As rule'': Adds the selected Clause in the Template. However, the Clause text is hidden. Only when the condition defined in the Clause Assembly Rule is satisfied, the Clause text is displayed in the Agreement document.&nbsp; 
*''As rule with page break'': Adds the selected Clause in the Template with a page break. However, the Clause text is hidden. Only when the condition defined in the Clause Assembly Rule is satisfied, the Clause text is displayed in the Agreement document on a new page.&nbsp; 
*''Details'': Displays the Clause text and basic details of the Clause. 
*''Preview'': Clicking Preview downloads the Clause document in .PDF format only when the Clause is file based. If the Clause is created in ICM Web UI then the preview of the Clause text is displayed. 
*''Remove'': Removes the tagged Clause from the Template. This option is available once the Clause is added.&nbsp; 
<div class="image-green-border">'''Notes''':&nbsp;</div> 
*Number next to the Clause indicates the number of times the Clause is tagged in the document. It is updated when you add or remove the Clause. No number is displayed for the Clauses that are not tagged. 
*After you add or remove Clauses, click the Refresh/Reload list icon. This feature enables multiple users to work on an entity at the same time using Icertis Experience for Word as well as ICM Web, without having to lose any updates. It also helps to view the updated count of the entity, since the count may not refresh automatically. 

7.&nbsp; '''Select''' the Display Tagged Clauses checkbox to view a list of only the Clauses tagged in the document.

&nbsp;

===== Tagging Signatories =====
<div class="image-green-border">You can add, edit, remove and assign a signatory tag to your Agreement document depending on your user access. Each time an Agreement is created or edited, it follows the signature process. Signatories can be internal or external.<br/> To tag Signatories:</div> <div class="image-green-border">1.&nbsp; '''Click''' the ''Signatories ''tab in the Library section. The signatories are grouped as:</div> 
*Internal Signatories 
*External Signatories 

2.&nbsp; '''Click''' the corresponding arrow to expand Internal or ''External Signatories'' and view the available signatory tags. You can add a maximum of three internal or external signatories.
<div class="image-green-border">3.&nbsp; '''Click''' the corresponding&nbsp; [[File:Scribe-vertical icomn.PNG|RTENOTITLE]]&nbsp;icon to start adding signatory and related tags. You can add the following tags for both signatories:</div> 
*''Signatory 1'': '''Add''' the signature location to the document where the signatory must sign. When you add a signatory, a confirmation message is displayed.&nbsp; 
*''Date 1'': '''Add '''the Date box to the Agreement for the signatory to specify the date of signature. 
*''Textbox 1'': Keep this field optional or mandatory for Internal and External signatory, depending on your organization's preference. Click Textbox. A popup window opens where you can specify the following: 
**''Tag label'': '''Enter '''the text for your tooltip, if any. 
**''Select Attribute'': '''Select '''the Attribute the value of which you want to map to this textbox. 
**''Is Mandatory'': '''Select '''Yes if you want the signatory to specify the required information to finish the task. 
**''Is ReadOnly'': '''Select '''Yes if you want the value to be auto-populated (when received by signatory) according to the mapped field. You cannot change this value. 
**''To Sync'': '''Select '''Yes if you want the information provided in the Template to get updated in ICM.   

*''Checkbox 1'': '''Add '''the checkbox for specific signatories to agree to certain Terms and Conditions. They can accept or deny by selecting or unselecting this option. The checkbox is only visible to the specific signatory for whom it was added. '''Click '''''Checkbox 1'' a popup opens where you can add the tag and specify whether the checkbox is conditional or not. 
<div class="note-box">'''Note''': A number denoting the number of times a signatory is added to the document is displayed next to each option.</div> <div class="image-green-border">&nbsp;</div> 
===== <br/> Tagging Template Variables =====
<div class="image-green-border">&nbsp;</div> <div class="image-green-border">Template Variables are the Attributes specific to the Agreement Template. The Template Variable tab is enabled only if the Template Variables are added to the Agreement Template in ICM Web when creating or editing.<br/> To tag Template Variables:<br/> 1.&nbsp; '''Click''' the Template Variable tab. A list of all the available Template Variables is displayed.<br/> 2.&nbsp;&nbsp;'''Select''' the Display Tagged Template Variables checkbox to view already added tags.<br/> 3.&nbsp;&nbsp;'''Enter''' a search criterion in the Search variable by name box to search a specific variable.<br/> 4.&nbsp;&nbsp;'''Click''' the corresponding&nbsp;[[File:Scribe-vertical icomn.PNG|RTENOTITLE]]&nbsp; icon, then click Add to add the tag of the variable. The count is updated denoting the number of tags present in the document.</div> <div class="image-green-border"><br/> 5.&nbsp; '''Click''' ''Identify''. The ''Identify Template Variable'' window opens.&nbsp;<br/> 6.&nbsp; '''Select''' the ''Language'',''date format'',''and date''.<br/> 7.&nbsp; '''Click''' the ''Identify ''button. The changes you made to the Template Variable are synced back to ICM Web.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The process of identifying a Template variable may slightly vary depending upon the variable.</div> <div class="image-green-border"><br/> 8.&nbsp; '''Click''' ''Remove'' to remove one or more tags.</div> 
===== <br/> Viewing Agreement Clauses =====
<div class="image-green-border">&nbsp;</div> <div class="image-green-border">Agreement Clauses are the used Clauses in the Agreement.<br/> To view the Agreement Clauses<br/> 1.&nbsp; '''Click''' the Agreement Clauses tab. A list of all the Agreement Clauses is displayed.<br/> 2.&nbsp; '''Enter''' a search criterion in the Search Clause by name box to search for a specific Clause.<br/> 3.&nbsp; '''Click''' the ''Refresh/Reload'' list icon to view the updated list. This feature enables multiple users to work on an entity at the same time using Icertis Experience for Word&nbsp;as well as ICM Web without having to lose any updates. It also helps to view the updated count of the entity, since the count may not refresh automatically.&nbsp;<br/> 4.&nbsp; '''Click''' the ''Delete'' icon to delete a Clause from the document.<br/> 5.&nbsp; '''Click''' the ''Search'' icon to search a Clause in the document.</div> <div class="image-green-border">&nbsp;</div> 
===== Viewing Deviations =====
<div class="image-green-border">With this release, for the latest version of an agreement, any deviations for clauses will be highlighted directly within the Icertis Experience for Word.&nbsp;</div> 
#'''Download '''the latest version of an agreement from ICM. 
#'''Navigate '''to the agreement clauses tab in the ''Library'' section. Any clause that has a deviation will be marked as a deviated clause with the deviation icon. 
#'''Hover '''over the deviation icon to view the following details. 

*''Status'': Shows the status of the clause, for example Requires Approval. 
*''Deviated by'': Shows the username who deviated the clause, for example Second Approver. 
*''Deviated on'': Shows the date and time the deviation was created. 
*''View in ICM'': '''Click '''this link to open the agreement deviation list tab in ICM Web. 

===== Tagging Parent Agreement Clauses'''&nbsp;''' =====

If the Agreement is a child Agreement or an Amendment, the Parent Agreement Clauses tab displays the Clauses associated with the Parent Agreement.<br/> To view Parent Agreement Clauses:<br/> <br/> 1.&nbsp; '''Click''' the Parent Agreement Clauses tab. A list of all the Clauses used in the Parent Agreement is displayed.<br/> 2.&nbsp; '''Click''' ''Add ''to add the Clause in the Agreement.<br/> 3.&nbsp; '''Click''' ''Clause Text'' to view or read the Clause

==== Using Design Preview&nbsp; ====

This feature helps you easily identify the tagged elements in the Agreement document.<br/> '''Click'''&nbsp;the ''Design Preview'' icon to highlight the Attributes, Clauses, and Signatory elements on the Template.
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 23.PNG|720px]]</div>

=== Taking Workflow Actions using Icertis Experience for Word&nbsp; ===

==== Sending an agreement for approval and/or recalling an agreement sent for approval ====

#'''Open '''the agreement document (downloaded from ICM) in MS Word. 

Note: Any action taken on the agreement will reflect only when the document is published in ICM.
<ol start="2">
<li>'''Log on''' to Icertis Experience for Word from within the document. Actions will be available to the user in the add-in as per the role-action mapping in ICM. For example, ''Send for Approval'' action will be available to a Primary Owner.</li>
<li>'''Click '''the ''Send for Approval'' option on the more options button. The message ''Agreement has been successfully sent for approval'' will be displayed and the agreement status will be updated to ''Waiting for Approval''.</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word Workflow 1.png|720px|7.12 Icertis Experience for Word Workflow 1.png]]</div> <ol start="4">
<li>To recall the agreement, for example in order to make modifications, '''click '''the ''Recall ''option. The ''Agreement has been successfully recalled'' message is displayed and the agreement status changes back to ''Draft''.</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word Workflow 2.png|720px|7.12 Icertis Experience for Word Workflow 2.png]]</div> 
You can make changes to the agreement and resend the agreement for approval using the ''Send for Approval'' option.&nbsp;

==== Approving/Rejecting an agreement'''&nbsp;''' ====

#'''Open '''the agreement document (downloaded from ICM) in MS Word. 
#'''Log on''' to Icertis Experience for Word from within the document. The agreement ''Details'' tab loads and agreement status is displayed as ''Waiting for Approval''. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word Workflow 3.png|720px|7.12 Icertis Experience for Word Workflow 3.png]]</div> <ol start="3">
<li>'''Click '''the ''Approve ''option on the more options button. The ''Add Approve Note'' window is displayed.</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word Workflow 4.png|720px|7.12 Icertis Experience for Word Workflow 4.png]]</div> <ol start="4">
<li>'''Enter '''a note on the approval.&nbsp;</li>
<li>'''Click '''''Continue''. The ''Agreement has been successfully Approved'' message is displayed and the agreement status is updated as ''Approved''.</li>
<li>To reject the agreement, '''click '''the ''Reject ''option on the more options button. The ''Add Approve Note'' window is displayed.</li>
</ol>
<div class="image-green-border">[[File:7.12 Icertis Experience for Word Workflow 5.png|720px|7.12 Icertis Experience for Word Workflow 5.png]]</div> <ol start="7">
<li>'''Click '''''Continue''. The ''Agreement has been successfully Rejected'' message is displayed and the agreement status is updated as ''Draft''.</li>
</ol>

The Primary Owner can make changes and resend the agreement for approval.

== Working with Templates ==

You can create a Template by using ICM Web UI as well as Icertis Experience for Word. Using Icertis Experience for Word, you can:

*Perform different tasks such as creating, editing and deleting Templates. 
*Tag Attributes, Clauses, Associations, Signatories and Template Variables. 


=== <br/> Creating a Template ===

To create a Template:&nbsp;<br/> 1. '''Click''' the ''Create Template'' button on ''Icertis Experience for Word''&nbsp;Home page. The ''Create Template'' page opens. There are two tabs on this page.

*''Details'' 
*''Library'' 

'''(a)&nbsp;&nbsp; &nbsp;Template Details'''
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 24.png|320px]]<br/> The following fields are displayed on the Details page:</div> 
*''Select Contract Type'': '''Select '''a Contract Type from the list of Contract Types available in the system. 
*''Name'': '''Type '''a name for this Template, such as ''MSA Template'' or ''NDA-EU'' Template. 
*''Description'': '''Type '''a description for this Template, such as ''NDA Template for Europe''. 
*''Version Comments'': '''Type '''specific details about the version, if required. 
*''Effective From: '''''Select '''a date from which this Template will be effective. The date cannot be a past date. 
*''Effective To: '''''Select''' a date, when the Template will expire.&nbsp; 
*''Select Language'': '''Select '''a language for this Template. The default language is set to English. 
*''Select Secondary Language'': '''Select '''a secondary language for the template, if required. 
*''Date Format'': '''Select '''the desired date format from the drop-down depending upon the accepted convention in your area.&nbsp; 
*''Time Format'': '''Select '''the appropriate time patterns. The same pattern will be displayed in the Template. 
*''Link to another Template'': '''Select '''this checkbox to link this Template to another Template. Clearing the checkbox makes this a primary Template. 
*''Link Primary Template'': '''Select '''the Link to another Template checkbox, a drop-down is displayed where you can choose a Primary Template, which you can link to the Template you are creating. 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 25.png|320px]]<br/>  <br/> '''(b)&nbsp;&nbsp; &nbsp;Adding Team Members'''<br/> This is an optional step. You can add one user or a User Group as Secondary Owners or Approvers to the Team. This can also be done using ICM Web.<br/> To add Team members:<br/> 1.&nbsp; '''Click''' the ''Add new member'' button. The ''Add New Member'' window opens.&nbsp;</div> <div class="image-green-border">2.&nbsp; '''Select''' a Role from the drop-down. For example, Approver.<br/> The available roles are:&nbsp;</div> 
*''Approver'': Approves or rejects the Template after reviewing it. These actions are available only through ICM Web and not from Icertis Experience for Word. If approved, the Template is ready to be used in any Agreement. If rejected, the Template returns to the ''Draft ''state for the Primary Owner to make the necessary changes and resend it for approval 
*''Secondary Owner'': Has the same privileges as the Primary Owner 
*''Contributor'': Can make suggestions and review the Template 
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 26.png|320px]]&nbsp;</div> 
3.&nbsp; In the ''Select Member'' field, '''select''' an appropriate User or a User Group for the role.<br/> 4.&nbsp; '''Type''' the Step on which the person will approve or reject the Template. Mentioning the step number is important, since there can be multiple approvers and the step number defines the signing sequence. This field is displayed only when you select ''Approver ''as the Role.<br/> 5.&nbsp; '''Click''' ''Add''. The member is added to the team. You can see the name of the person along with the other details under the Team section. Repeat steps 1 to 5 to add more members.
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 27.png|320px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> '''(c)&nbsp;&nbsp; &nbsp;Using Library'''<br/> After entering, the necessary Template details you can add the Attributes, Clauses, Associations, Signatories, and Template Variables tags from the Library section.&nbsp;<br/> You can navigate to the ''Library ''section by clicking the ''Go to library'' on the ''More Actions'' menu or by clicking the ''Library ''tab.<br/> &nbsp;<br/>  <br/> '''(d)&nbsp;&nbsp; &nbsp;Tagging Attributes'''<br/> Attributes are based on their selected Contract Types.<br/> To tag Attributes:<br/> 1.&nbsp; '''Click''' the ''Attributes ''tab in the Library section. You can search for desired Attribute using the Search Attribute by name box. The top 10 results are displayed. The Attributes are grouped under different sections. For example, ''Contract Documents'',''Suppler Details'', etc.</div> <div class="image-green-border">2.&nbsp; '''Expand''' the relevant section. A list of Attributes within that section is displayed.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.12 Icertis Experience for Word 28.png|320px]]</div> <div class="image-green-border"><br/> 3.&nbsp; '''Hover''' an Attribute to view its tag.</div> <div class="image-green-border">4.&nbsp; '''Click''' the plus icon next to the desired Attribute. The Attribute's tag is added to the Template. A number is displayed next to the Attribute when it's tagged. This number denotes the number of times that Attribute has been tagged in the document.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.12 Icertis Experience for Word 29.png|320px]]</div> <div class="image-green-border"><br/> 5.&nbsp; '''Select''' the ''Show Tagged Only'' toggle to view all the tagged Attributes in the Template.<br/> 6.&nbsp; '''Click''' the ''Delete'' icon next to the tagged Attribute. The ''Remove'' and ''Remove all ''options are displayed. If an Attribute is added multiple times in the Template, the Remove all option removes all the instances of the Attribute from the Template. However, the Remove option removes a single instance of Attribute tagged in the Template at a specific position.</div> <div class="image-green-border"><br/> &nbsp;</div> <div class="note-box">'''Note''': After you add or remove Attributes, click the Refresh/Reload list icon. This feature enables multiple users to work on an entity at the same time using Icertis Experience for Word&nbsp;as well as ICM Web without having to lose any updates. It also helps to view the updated count of the entity, since the count may not refresh automatically.</div> <div class="image-green-border"><br/> '''(e)&nbsp;&nbsp; &nbsp;Tagging Clauses'''<br/> All the Clauses that are used in the selected Contract Type are displayed under different Clause groups that are assigned to the Clause when it is created.<br/> To tag Clauses:&nbsp;<br/> 1.&nbsp; '''Click''' the ''Clauses ''tab in the ''Library ''section. You can search for a Clause using the Search bar. The top 10 results are displayed.&nbsp;<br/> 2.&nbsp; '''Click''' the ''Advanced Search Filter'' icon if you are not able to find the desired Clause.<br/> 3.&nbsp;&nbsp;'''Expand '''each ''Clause ''group and view the Clauses that are specific to that group.</div> <div class="image-green-border">4.&nbsp; '''Click''' the corresponding &nbsp;[[File:13-bi-vert-icon.PNG|text-bottom|13-bi-vert-icon.PNG]] icon to select the appropriate option:</div> 
*''Direct'': Adds the selected Clause to the Template. 
*''As rule'': Adds the selected Clause in the Template. However, the Clause text is hidden. Only when the condition defined in the Clause Assembly Rule is satisfied, the Clause text is displayed in the Agreement document.&nbsp; 
*''As rule with page break'': Adds the selected Clause in the Template with a page break. However, the Clause text is hidden. Only when the condition defined in the Clause Assembly Rule is satisfied, the Clause text is displayed in the Agreement document on a new page.&nbsp; 
*''Details'': Displays the Clause text and basic details of the Clause. 
*''Preview'': Clicking Preview downloads the Clause document in .PDF format only when the Clause is file based. If the Clause is created in ICM Web UI then the preview of the Clause text is displayed. 
*''Remove'': Removes the tagged Clause from the Template. This option is available after the Clause is added. 
<div class="image-green-border">'''Note''':&nbsp;</div> 
*The number next to the Clause indicates the number of times the Clause is tagged into a Template. It is updated when you add or remove the Clause. No number is displayed for non-tagged Clauses.&nbsp; 
*After you add or remove Clauses, '''click '''the ''Refresh/Reload'' list icon to view the updated count, since the count may not refresh automatically. This feature enables multiple users to work on an entity at the same time using Icertis Experience for Word&nbsp;as well as ICM Web without having to lose any updates. 

5.&nbsp;&nbsp;'''Select '''the ''Display Tagged Clauses'' checkbox to view a list of only the Clauses tagged in the Template.<br/> <br/> '''(f)&nbsp;&nbsp; &nbsp;Tagging Associations&nbsp;'''<br/> To tag associations in your Template:<br/> 1.&nbsp; '''Click''' the ''Associations ''tab in the ''Library'' section. You can search for an Association using the Search Associations by name box.<br/> 2.&nbsp; '''Click''' the corresponding [[File:13-bi-vert-icon.PNG|text-bottom|13-bi-vert-icon.PNG]]&nbsp; icon to select the appropriate option for the desired Association:

*''Association as File'': Adds the Association tag to the Template, but it will be displayed in the Agreement only when the contract is assembled. 
*''Association as file with page break'': Adds the Association to the Template, but it will be displayed in the Agreement on a new page only when contract is assembled.&nbsp; 
*''Association as table'': Adds the Association tag to the Template, but the table is displayed in the Agreement only when Assemble Contract action is done. If multiple Associated Documents are added for the same Association, they are added as multiple rows in the table.&nbsp; 
*''Association as table with page break'': Adds the Association tag to the Template, but the table is displayed in the Agreement on a new page only when the Contract is assembled. 
<div class="image-green-border">3.&nbsp; '''Select''' the ''Display Tagged Associations'' checkbox to view only the tagged Associations.<br/> &nbsp;</div> <div class="image-green-border"><br/>  <br/> '''(g)&nbsp;&nbsp; &nbsp;Tagging Signatories'''<br/> You can add, edit, remove and assign a signatory to your Template depending on your user access. Each time a Template is created or edited, it follows the signature process. Signatories can be internal or external.<br/> To tag Signatories:<br/> 1.&nbsp; '''Click''' the ''Signatories ''tab in the ''Library'' section. The signatories are grouped as:</div> 
*Internal Signatories 
*External Signatories 
<div class="image-green-border">2.&nbsp; '''Click''' the corresponding arrow to expand Internal or External Signatories and view the available signatory tags. You can add a maximum of three internal or external signatories.</div> <div class="image-green-border">3.&nbsp; '''Click''' the corresponding&nbsp;&nbsp;[[File:Scribe-vertical icomn.PNG|RTENOTITLE]] icon to start adding signatory and related tags. You can add the following tags for both signatories:</div> 
*Signatory 1: '''Add '''the signature location to the Template where the signatory must sign. When you add a signatory, a confirmation message is displayed.&nbsp; 
*Date 1: '''Add''' the date box to the Template for the signatory to specify the date of signature. 
*Textbox 1: Keep this field optional or mandatory for Internal and External signatory, depending on the preference of your organization. '''Click '''Textbox. A popup opens where you can specify the following information: 
**Tag label: Enter the text for your tooltip, if any. 
**Select Attribute: Select the Attribute the value of which you want to map to this text box. 
**Is Mandatory: Select Yes if you want the signatory to specify the required information to finish the task. 
**Is ReadOnly: Select Yes if you want the value to be prefilled (when received by signatory) according to the mapped field. You cannot change this value. 
**To Sync: Select Yes if you want the information provided in the Template to be updated in ICM.   

*''Checkbox 1'': '''Add '''the checkbox for specific signatories to agree to certain Terms and Conditions. They can accept or deny by selecting or clearing this option. The checkbox is only visible to the specific signatory for whom it was added. '''Click '''''checkbox 1''. A popup opens where you can add the tag and specify whether the checkbox is conditional or not. 
<div class="image-green-border"></div> <div class="image-green-border">&nbsp; <div class="note-box">'''Note''': A number denoting the number of times a signatory is added to the document is displayed next to each option.</div> 
<br/> '''(h)&nbsp;&nbsp; &nbsp;Tagging Template Variables'''
</div> <div class="image-green-border">Refer to section: Editing Template Metadata/Variable&nbsp;<br/> (i)&nbsp;&nbsp; &nbsp;Using Design Preview&nbsp;<br/> This feature helps you easily identify the tagged elements in the Template.<br/> <br/> 1.&nbsp; '''Select''' the ''Design Preview'' checkbox to highlight the Attributes, Clauses, and Signatory elements on the Template indicated by the following color codes:</div> 
*Attribute, Association and Template Variable tag (yellow) 
*Clause tag (grey)&nbsp; 
*Signatory tag (red) 
<div class="image-green-border">By default, the Design Preview checkbox is not selected.<br/> &nbsp;</div>


== Saving a Template ==

To save the Template you have just created:<br/> 1. '''Click''' ''Save''. Validation of the Template is done after clicking Save. The ''Template has been saved successfully'' message is displayed along with options:
<div class="image-green-border">[[File:7.12 Icertis Experience for Word 30.png|320px]]</div> 
*''Continue Editing'': Click this option if you want to continue editing the Template. The Edit Template page opens.&nbsp; 
*''Send for Approval'': You are redirected to ICM Web UI to send the Template for approval. Refer to the Sending the Template for Approval section for more information.&nbsp; 
*''Close'': Click to go to the Edit Template page.&nbsp; 
<div class="image-green-border">2.&nbsp;&nbsp;'''Click''' ''Cancel'' to discard all the information you have added so far.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': After the Template is saved, it is available on ICM Web in the ''Draft ''state.</div> <div class="image-green-border">&nbsp;</div>

== Sending a Template for Approval ==

Template Approvals are done on the ICM Web UI.<br/> <br/> 1. After clicking the ''Send For Approval'' button. The ''Template has been successfully sent for approval'' message is displayed. A task is assigned to the approver selected in the Team. If you have not entered all the mandatory information details, you will be redirected to the ICM Web UI on the ''Edit Template'' page. Unless mandatory information is entered in the Template Additional Attributes section, the Template cannot be sent for approval.<br/> 2.&nbsp; '''Enter''' all the mandatory details in the ''Template Additional Attributes'' section on the ''Details ''section of the ''Edit Template'' page.
<div class="image-green-border">3.&nbsp; '''Click''' ''Next''. The ''Template Variables'' tab opens. You can add ''Template Variables'' to the Template. This is an optional step.&nbsp;<br/> 4.&nbsp; '''Click''' ''Next''. The Team tab opens.&nbsp;<br/> 5.&nbsp; '''Add '''the team members if required.<br/> 6.&nbsp; '''Click''' ''Update'' to save the changes. The ''Template Details'' page opens.&nbsp;<br/> 7.&nbsp; '''Click''' ''Send for Approval''.&nbsp;</div> 
== <br/> Viewing Existing Templates ==

The Edit Template functionality allows you to add or remove Clauses, Attributes, Associations, and Signatories in the Template.<br/> 1.&nbsp; '''Click''' ''View Existing Clauses'' on the ''Dashboard'' page. The Templates page opens.<br/> 2.&nbsp; '''Select''' a ''Contract Type'' from the drop-down. A list of all the Templates of the selected Contract Type is displayed. The list includes the top 14 results.<br/> 3.&nbsp; '''Search''' for a specific Template by typing the first few letters of the Template name or '''click''' the ''Advanced Search Filter'' icon to find the desired Template.
<div class="image-green-border">The displayed list of Templates is color coded, the colors denotes different states of the Template:</div> 
*''Grey'': Draft 
*''Yellow'': Waiting For Approval 
*''Green'': Approved 
<div class="image-green-border">The number next to the Template name denotes the version number of the Template such as version 1, version 8, and so on.</div> 
4.&nbsp; '''Click''' the corresponding icons to perform various actions on the Template:

*'''Click '''the ''Information ''icon to view the details of the Template. 
*'''Click''' the ''Edit ''icon to edit the Template. 
*'''Click''' the ''Delete'' icon to delete the Template. 
<div class="note-box">'''Note''': You cannot edit a Template that is in ''Waiting For Approval'' state. Only users with ''Manage ''privileges can edit a Template. Users with ''View ''privileges can only view a Template.</div> 
<br/> To edit a Template:&nbsp;<br/> 1.&nbsp; '''Click''' the ''Edit'' icon next to the Template you wish to edit. The ''Edit Template'' page opens.&nbsp;<br/> 2.&nbsp; '''Edit''' the basic Template details if required on the ''Details ''tab. For example, you may want to change the ''Effective To'' date or update Version Comments. You need to change the ''Effective From'' date to the present or a future date.<br/> 3.&nbsp;&nbsp; &nbsp;Add a User or a User Group to the Team if required.<br/> In the ''Library ''section, you can add or remove the Attributes, Clauses, Associations, and Signatories as previously explained in the Library section.

=== Using More Actions ===

On the More Actions menu of the ''Edit Template'' page you can see the following options:

*''Go to library'': Redirects you to the ''Library ''tab 
*''Go to Template details'': Redirects you to the ''Details ''tab 
*''Edit Template metadata/variable'': Redirects you to the ICM Web UI ''Edit/Create Rule'' page 
*''Go to Rule'': Redirects you to the ''Rules ''page of ICM Web. You can create and edit Rules there for the Template 

==== <br/> <br/> Editing Template Metadata/Variables ====

Template Variables are the Attributes specific to the Template. To tag Template Variables into the Template, they must first be created and added into the Template only through the ICM Web. The Template Variables can be tagged into a Template using Icertis Experience for Word by accessing the Template Variable menu from the ''Library ''section.<br/> If you haven’t already added the Template Variables using the ICM Web you can save the Template, you are creating and open it on ICM Web. Alternatively, you can go to the Edit Template page and be redirected to ICM Web UI.<br/> To edit Template Variables:<br/> <br/> 1.&nbsp; '''Open''' any Template in Edit mode. The ''Modify Template'' menu is only available in the ''Edit Template'' mode.<br/> 2.&nbsp; '''Scroll''' down the page and click the ''More Actions'' icon.<br/> 3.&nbsp; '''Click''' ''Edit Template Metadata/Variable'' to view a list of all the Template variables for the selected Template. A popup message is displayed denoting that the Template is now saved, and the user will be redirected to ICM Web to create or add Template variables into the Template.&nbsp;<br/> 4.&nbsp; '''Click''' ''OK''. You will be redirected to the ICM Web to make additional changes to the Template.&nbsp;<br/> 5.&nbsp; '''Type''' or '''select''' the Template details on the ''Edit Template'' page of ICM Web.<br/> 6.&nbsp; '''Click''' ''Next''. The Template Variables section opens. Attributes displayed in Available Attributes section are all the Attributes available in ICM that is. Attributes which are defined as ''Global ''or ''Is Default'' = ''Off ''are displayed here.&nbsp;<br/> 7.&nbsp; '''Click''' the ''arrow'' icon in the ''Available Attributes'' section to add an existing Attribute as variables/Attributes to the Template.<br/> 8.&nbsp; '''Edit''' the selected Attribute. You can change the Display name and Data Type of the Attribute.&nbsp;<br/> 9.&nbsp; '''Click''' ''Save'' to save the changes.<br/> <br/> To create a new Template Variable:&nbsp;<br/> <br/> 1.&nbsp; '''Click''' the ''Add'' icon ''Template Variables'' section. The ''Add Attribute'' section opens.<br/> 2.&nbsp; '''Type''' or '''select''' the mandatory details such as ''Display Name'', ''Data Type''. You can define ''Is Default'' = ''On''. This means that this Attribute is only available for this Template and cannot be used in other Templates. The Attribute having property as ''Is Default'' = ''true'', is not displayed in Available Attribute section.<br/> 3.&nbsp; '''Click''' ''Save'' after defining all the properties. The newly created Template Variable is displayed in the ''Selected Attribute'' section.&nbsp;<br/> 4.&nbsp; '''Click''' ''Next''. The ''Verify'' tab opens.<br/> 5.&nbsp; '''Click''' ''Update'' to update the Template with newly created Template Variables.<br/> 6.&nbsp; '''Click''' the&nbsp;&nbsp;[[File:Scribe-6 icon.png|RTENOTITLE]]back&nbsp;icon after selecting the Template variable. The Template Variable is removed from ''Selected Attribute'' section.

== Working with Clauses ==

=== Creating a Clause ===

You can create Clauses in Icertis Experience for Word and save them in the ICM repository. Any user with Manage access to the Clauses tile in ICM Web can create a Clause in Icertis Experience for Word.
<div class="image-green-border">To create a Clause:&nbsp;<br/> 1.&nbsp; '''Click''' the ''Create Clause'' tab on the Home page. The Create Clause page opens. The following two tabs are displayed.</div> 
*Details 
*Library 

'''(a)&nbsp;&nbsp; &nbsp;Clause Details'''

The following fields are displayed on the Details page:

*''Select Contract Type'': Select a Contract Type from the list of Contract Types available in the system. Click the Select Contract Type drop-down. A list of Contract type opens with two options: 
**Check all: Click to select all the Contract Types in the list. The Clause that you are creating will be a part of all the selected Contract Types. You can only select the checkbox next to a few Contract Types. 
**Uncheck all: Click to unselect the entire list.   
*''Applicable for all Contract Types'': '''Select '''this checkbox if the Clause applies to all available Contract Types. 
*''Name'': '''Enter&nbsp;'''a name for the Clause, such as Legal Obligation Clause or Termination Clause. 
*''Clause Group'': '''Select '''a Clause Group from the available list in the drop-down menu. For example, Legal. 
*''Description'': '''Enter''' a description for this Template, such as NDA Template for Europe. 
*''Clause Language'': '''Select''' the language for the Clause from the given drop-down list. 
*'''Select''' the appropriate Clause properties depending on your requirements. The available options are: 
**Is Alternate Clause 
**Is Mandatory 
**Is Editable 
**Is Dependent Clause 
**Deviation Analysis 
**Primary Clause   
*''Linked Primary Clause'': This field is displayed only when the Primary Clause checkbox is unselected. In this case, '''select '''a ''Primary Clause ''from the drop-down. 

'''(b)&nbsp;&nbsp; &nbsp;Adding Team Members'''
<div class="image-green-border">This is an optional step. You can add a single user or a user group as Secondary Owners or Approvers to the Team. This can also be done using ICM Web.<br/> To add Team members:<br/> <br/> 1.&nbsp; '''Click''' the ''Add new member'' icon. The ''Add New Member'' window opens.&nbsp;&nbsp;<br/> 2.&nbsp; '''Select''' a role from the drop-down. For example, Approver. The available Roles are:</div> 
*Approver: Approves or rejects the Template after reviewing it. If approved, the Template is ready to be used in any Agreement. If rejected, the Template returns to the Draft state for the Primary Owner to make the necessary changes and resend it for approval. 
<div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': These actions are available only through ICM Web and not from Icertis Experience for Word.</div> <div class="image-green-border">&nbsp;</div> 
*Contributor: Can make suggestions and review the Template. 
*Observer: Can be a passive member, that observes the Clause and give suggestions, if any. 
*Secondary Owner: Has the same privileges as the Primary Owner 
<div class="image-green-border">3.&nbsp; '''Select''' an appropriate user or a user group for the role.<br/> 4.&nbsp; '''Type''' the Step on which the person will approve or reject the Template. Mentioning the step number is important, since there can be multiple approvers and the step number defines the signing sequence. This field is displayed only when you select Approver as the Role.<br/> 5.&nbsp; '''Click''' ''Add''. The member is added to the team. You can see the name of the person along with the other details under the Team section. Repeat step no 1 to 5 to add more members.</div> <div class="image-green-border">&nbsp;</div> 
<br/> &nbsp;<br/> '''(c)&nbsp;&nbsp; &nbsp;Using Library'''
<div class="image-green-border">After entering the required Clause details, you can add the Attributes, Signatories, and Template Variables tags from the Library section.<br/> To navigate to the Library section:<br/> 1.&nbsp; '''Click''' the ''Add from library'' link or '''click''' the ''Library tab''.&nbsp;<br/> &nbsp;</div> 
<br/> '''(d)&nbsp;&nbsp; &nbsp;Tagging Attributes'''
<div class="image-green-border">Attributes are based on their selected Contract Types.<br/> To tag Attributes:<br/> 1.&nbsp; '''Click''' the ''Attributes ''tab in the ''Library ''section. You can search for desired Attribute using the Search Attribute by name box. The top 10 results are displayed. The Attributes are grouped under different sections. For example, ''Basic Information'',''Legal Assisted Information'', etc.<br/> 2.&nbsp; '''Expand''' the relevant section. A list of Attributes within that section is displayed.&nbsp;<br/> 3.&nbsp; '''Hover''' over an Attribute to view its tag.<br/> 4.&nbsp; '''Click''' the Add icon next to the desired Attribute. The Attribute’s tag gets added to the Clause. A number is displayed next to the Attribute when it is tagged. This number denotes the number of times that Attribute has been tagged in the document.<br/> 5.&nbsp; '''Select''' the Display Tagged Attributes checkbox to view all the tagged Attributes in the Clause.<br/> 6.&nbsp; '''Click''' the Delete icon next to the tagged Attribute. The Remove and Remove all options are displayed. If an Attribute is added multiple times in the Clause, the Remove all option removes all the instances of the Attribute from the Clause. However, the Remove option removes a single instance of Attribute tagged in the Clause at a specific position.<br/> 7.&nbsp; '''Click''' the tick mark to close the Remove Attributes menu.<br/> &nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note''': After you add or remove Attributes, click the Refresh/Reload list icon. This feature enables multiple users to work on an entity at the same time using Icertis Experience for Word as well as ICM Web without having to lose any updates. It also helps to view the updated count of the entity, since the count may not refresh automatically.</div> 
<br/> '''(e)&nbsp;&nbsp; &nbsp;Tagging Signatories'''

You can add, edit, remove and assign a signatory to your Clause depending on your user access.<br/> To tag Signatories:<br/> 1.&nbsp; '''Click''' the ''Signatories ''tab in the ''Library'' section. The signatories are grouped as:

*Internal Signatories 
*External Signatories 
<div class="image-green-border"><br/> &nbsp;<br/> 2.&nbsp; '''Click''' the corresponding arrow to expand ''Internal ''or ''External'' Signatories and view the available signatory tags. You can add a maximum of three internal or external signatories.<br/> 3.&nbsp; '''Click''' the corresponding&nbsp;[[File:Scribe-vertical icomn.PNG|RTENOTITLE]] &nbsp;icon to start adding signatory and related tags. You can add the following tags for both signatories:</div> 
*''Signatory 1'': Add the signature location to the Template where the signatory must sign. When you add a signatory, a confirmation message is displayed.&nbsp; 
*''Date 1'': Add the Date box to the Template for the signatory to specify the date of signature. 
*''Textbox 1'': Keep this field optional or mandatory for Internal and External signatory, depending on your organizational preference. Click Textbox. A popup opens where you can specify the following information: 
**''Tag label'': '''Enter '''the text for your tooltip, if any. 
**''Select Attribute'': '''Select '''the Attribute that you want to map the value of to this text box. 
**''Is Mandatory'': '''Select '''''Yes ''if you want the signatory to specify the required information to finish the task. 
**''Is ReadOnly'': '''Select '''''Yes ''if you want the value to be prefilled (when received by signatory) according to the mapped field. You cannot change this value. 
**''To Sync'': '''Select '''''Yes ''if you want the information provided in the Template to get updated in ICM.&nbsp;   
<div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;</div> 
*''Checkbox 1'': '''Add '''the checkbox for specific signatories to agree to certain Terms and Conditions. They can accept or deny by checking or unchecking this option. The checkbox is only visible to the specific signatory for whom it was added.'''Click''' ''Checkbox 1''. A popup window opens where you can add the tag and specify whether the checkbox is conditional or not. 
<div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': A number denoting the number of times a signatory is added to the document is displayed next to each option.</div> 
<br/> '''(f)&nbsp;&nbsp; &nbsp;Tagging Template Variables'''

Template Variables are the Attributes specific to the Template.<br/> To tag Template Variables:<br/> 1.&nbsp; '''Click''' the ''Template Variables'' tab in the Library section. The Selected Contract Types in Clause Details are displayed on this page and greyed out, hence you cannot edit them.<br/> 2.&nbsp; Since Template Variables are a part of a specific Template, '''click '''the Templates drop-down. A list of all the available Templates is displayed. You can select any number of Templates from the available list.<br/> 3.&nbsp; '''Select''' the ''Check all'' checkbox to select all the Templates.<br/> 4.&nbsp; '''Click''' ''Uncheck all'' to unselect all. After you select The Template(s) all the Template Variables associated with the Template are displayed.<br/> 5.&nbsp; '''Enter''' your search criterion in the Search bar to search a Template Variable.<br/> 6.&nbsp; '''Click''' the corresponding ''Add'' icon to add the Template Variables tag to the Clause. A number is displayed next to the Template Variable when it is tagged. This number denotes the number of times that Template Variable has been tagged in the document.&nbsp;<br/> 7.&nbsp; '''Select''' the ''Display Tagged Template Variable'' checkbox to view all the tagged Attributes in the Template.<br/> 8.&nbsp; '''Click''' the ''Delete'' icon next to the tagged Attribute. The ''Remove ''and ''Remove all'' options are displayed. If a Template Variable is added multiple times in the Clause, the Remove all option removes all the instances from the Clause. However, the Remove option removes a single instance.<br/> 9.&nbsp; '''Click''' the tick mark to close the ''Remove'' menu.
<div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': After you add or remove Template Variables, click the Refresh/Reload list icon. This feature enables multiple users to work on an entity at the same time, using Icertis Experience for Word&nbsp;as well as ICM Web without having to lose any updates. It also helps to view the updated count of the entity, since the count may not refresh automatically.</div> 
<br/> '''(g)&nbsp;&nbsp; &nbsp;Using Design Preview'''

This feature helps you easily identify the tagged elements in the Clause.<br/> 1.&nbsp; '''Select''' the Design Preview checkbox to highlight the tagged elements on the Clause indicated by the following color codes:

*Attribute, Template Variable tag (yellow) 
*Signatory tag (red) 

By default, the ''Design Preview'' checkbox is not selected.
<div class="image-green-border">&nbsp;</div> <div class="image-green-border">
=== Creating a Clause with extension attributes using Icertis Experience for Word ===

Users can create a clause using ''Icertis Experience for Word''. However, users will be directed to the ICM Web UI to enter any mandatory extension attributes that are part of the clause.

To create the clause with extension attributes using ''Icertis experience for Word:''

#'''Click '''''Insert ''>''Add-ins ''>''My Add-ins'' > ''See All'' > ''Shared Folder'' in&nbsp;''MS Word. ''The list of ICM shared Add-ins opens.&nbsp; 
#'''Select '''the ICM UI instance. The ''Icertis Experience for Word'' opens for the selected instance. 
#'''Click '''''Create ''in ''Clause ''section. The ''Details ''tab opens. 
#'''Select '''''Contract Type''. For example, ''Purchase Agreement.'' 
#'''Enter '''a ''Name''. For example, ''Payment Terms''. 
#'''Enter '''remaining details and clause text required to create a clause. 
#'''Click '''''Save''. The ''Clause has been saved successfully!'' message is displayed.&nbsp; 
#'''Click '''''Send For Approval.&nbsp;'' 

The ''Clause could not be sent for approval as mandatory clause Metadata values are missing ''message is displayed.
<ol start="9">
<li>'''Click '''''OK''. The ''Edit Clause'' page on ICM Web UI opens.</li>
</ol>

The extension attributes are displayed on the&nbsp;''Clause Additional Attributes ''section on the clause details page.
<ol start="10">
<li>'''Enter '''the details for extension attributes.</li>
<li>'''Edit '''the remaining details on ''Details ''and ''Team ''tabs if required.</li>
<li>'''Verify '''and '''click '''''Update''. The clause will be updated.</li>
</ol>
<div class="image-green-border">The clause can now be sent for approval as all the mandatory attributes are filled.</div> 
== Saving a Clause ==

To save the Clause you have just created:<br/> 1.&nbsp; '''Click''' ''Save''. The ''Clause has been saved successfully'' message is displayed along with the options:

*''Continue Editing'': '''Click''' this option if you want to continue editing the Template. The Edit Template page opens.&nbsp; 
*''Send for Approval'': '''Click '''this option if the Team is not available, you have the option to move the Clause to the next possible state. Or the Clause has been successfully sent for approval message is displayed. A task is created for the assigned approval to approve the Clause. 
*''Close'': '''Click '''to go to the Edit Clause page. 
<div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;</div> <div class="note-box">'''Note''': You can discard all the changes you have made by clicking the Cancel button. The Create Clause page opens.</div> <div class="image-green-border">&nbsp;</div> 
=== Editing a Clause ===

You can edit Clause details, add or remove Attributes, Signatories, and Template Variables.<br/> To edit a Clause:<br/> 1.&nbsp; '''Click '''the Edit Clause tab on ICM Home. The Clauses page opens.<br/> 2.&nbsp; '''Select''' the Contract Type from the drop-down. A list of all the Clauses of the selected Contract Type is displayed. The list includes the top 10 results.&nbsp;<br/> 3.&nbsp; '''Search '''a specific Clause by typing the first few letters of the Clause name in the Search bar or click the Advanced Search Filter icon to find the desired Clause.<br/> 4.&nbsp; The displayed list of Templates is color coded, the colors denote different states of the Template:

*''Grey'': Draft 
*''Yellow'': Waiting For Approval 
*''Green'': Approved 
<div class="image-green-border"><br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The number denotes the Clause version such as version 1, version 8.</div> <div class="image-green-border"><br/> 5.&nbsp; '''Click '''the Select Clause group drop-down if you wish to filter the displayed list to a specific Clause group.<br/> 6.&nbsp; '''Click''' the Cross icon to clear the displayed results.<br/> 7.&nbsp; '''Click''' the Refresh icon to get the latest data. For example, if any other user makes changes in the Clauses using Icertis Experience for Word&nbsp;or the Web UI at the same time as you. You would want to refresh the data to see the updated information.<br/> 8.&nbsp; '''Click''' the corresponding icons to perform various actions on the Clause:</div> 
*'''Click''' the Information icon to view the details of the Clause. 
*'''Click''' the Edit icon to edit the Clause. 
*'''Click''' the Delete icon to delete the Clause. 
<div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': You can only edit the Clauses that have been marked as Is editable when creating. You cannot edit a Clause that is in Waiting For Approval state. Only users with Manage privileges can edit a Clause. Users with View privileges can only view a Clause.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.&nbsp; '''Click '''the Edit icon next to the Clause you want to edit. The Edit Clause page opens.&nbsp;<br/> 10.&nbsp; On the Details tab, edit basic Clause details if required. For example, you may want to change the applicable Clause properties depending on your requirements or change the Clause group.<br/> 11.&nbsp; '''Add '''a User or a User Group to the Team if required.<br/> 12.&nbsp; In the Library section, you can add or remove the Attributes, Signatories, and Template Variables as explained in the Library section.<br/> 13.&nbsp; '''Click '''Save to save the changes you made. The Clause has been saved successfully message is displayed. Refer to Saving the Template for more details.</div> 
== <br/> Working with Agreements ==

=== Editing an Agreement ===

You can edit an Agreement in Icertis Experience for Word provided you download the Agreement document from ICM and open it in Icertis Experience for Word. Any user who has Manage privileges on the Agreement can edit the Agreement in Icertis Experience for Word. The Agreement must be in a pre-Approved state.<br/> To edit an Agreement:<br/> 1.&nbsp;&nbsp;'''Open '''the Agreement document in Microsoft Word.<br/> 2.&nbsp; '''Log on''' to Icertis Experience for Word. The ''Agreements'' page opens. In the Details tab of the Agreements page, the version details of the Agreements are displayed.
<div class="image-green-border"><br/> &nbsp;<br/> 3.&nbsp; '''Select''' the ''Design Preview'' checkbox to view the tagged elements.</div> <div class="image-green-border">&nbsp;</div> 
<br/> &nbsp;<br/> 4.&nbsp; '''Click''' the ''Library'' tab to be able to add or edit the tags of various elements.<br/> &nbsp;

&nbsp;

=== Using Library ===

In the ''Library'' tab of the Agreements page, you can tag Attributes, Clauses, Signatories, Template Variables, Agreement Clauses, and Parent Agreement Clauses (if applicable).
<div class="image-green-border"><br/> &nbsp;<br/> &nbsp;<br/> '''(h)&nbsp;&nbsp; &nbsp;Using Design Preview'''<br/> This feature helps you easily identify the tagged elements in the Agreement document.<br/> 1.&nbsp; '''Select''' the ''Design Preview'' checkbox to highlight the Attributes, Clauses, and Signatory elements on the Template indicated by the following color codes:</div> 
*Attribute, Template Variables tag (yellow) 
*Clauses, Agreement Clauses, and Parent Agreement Clauses tag (grey)&nbsp; 
*Signatory tag (red) 
<div class="image-green-border">By default, the ''Design Preview'' checkbox is not selected.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;</div> 
=== Using More Actions ===

The More Actions button on the Agreement page gives access to a few more functions you can perform on the Agreement. For example, ''Identify metadata, Identify Clause, Add deviation and Add commitment''.<br/> &nbsp;
<div class="image-green-border"><br/>  <br/> '''(a)&nbsp;&nbsp; &nbsp;Identifying Metadata'''<br/> The Identify metadata feature enables the user to select a value in the document as an Attribute and link it to an Attribute that is present in the ICM global Attributes list.<br/> For example, if you select the Attribute-Assignment Date, you can make changes in the date format or in the actual date of the assignment. Icertis Experience for Word&nbsp;would identify these changes and update the same in Agreement on ICM Web.<br/> To identify metadata:&nbsp;</div> <div class="image-green-border"><br/> 1.&nbsp;'''Click''' the ''More Actions'' button. A list of options is displayed.<br/> 2.&nbsp; '''Click''' ''Identify metadata''. The ''Identify metadata'' page opens.<br/> 3.&nbsp; '''Select''' an Attribute from the ''Select Attributes'' drop-down. More fields will be displayed based on the selected Attribute.<br/> 4.&nbsp; '''Enter''' or '''select '''the alternate value for the Attribute.<br/> 5.&nbsp; '''Click''' ''Identify''. The changed value of the Attribute is added to the Agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;<br/> '''(b)&nbsp;&nbsp; &nbsp;Identifying Clauses'''<br/> The ''Identify Clause'' enables the user to identify static text in the document as a Clause and link it to a Clause that is present in the ICM Clause Library. &nbsp;<br/> To identify a Clause:<br/> <br/> 1.&nbsp; '''Click''' the ''More Actions'' button. A list of options is displayed.<br/> 2.&nbsp; '''Click''' ''Identify Clause''. The ''Identify Clause'' page opens. The selected text from the Agreement is displayed in the Select Text field.<br/> 3.&nbsp; '''Select''' a Clause from the ''Select Standard Clause'' drop-down. You can view the Clause text in the Standard Clause Text field.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;<br/> 4.&nbsp; '''Select''' the ''Add Deviation'' checkbox if you want to create a deviation to the Clause. The ''Comments ''section is displayed.<br/> 5.&nbsp; '''Enter''' the notes in the Comments section, addressing the changes you want to make to the Clause.<br/> 6.&nbsp; '''Click''' ''Identify''. The deviation you want to create is sent for approval. The standard deviation workflow is followed through ICM Web UI.&nbsp;<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''(c)&nbsp;&nbsp; &nbsp;Adding Deviations'''<br/> You can add deviation to the Clauses in the Agreement using the Add deviation feature.<br/> To add a deviation:<br/> 1.&nbsp; '''Click''' the ''More Actions'' button. A list of options opens.<br/> 2.&nbsp; '''Click''' Add ''deviation''. The ''Add Deviation'' page opens. If you have selected any text from the Agreement, it is displayed in the Selected Text field.<br/> 3.&nbsp; '''Select''' a Clause from the ''Select Standard Clause'' drop-down. The Clause text is displayed in the ''Standard Clause Text'' field.<br/> 4.&nbsp; '''Enter''' notes for adding deviation in the ''Comments'' field.<br/> <br/> &nbsp;</div> 
<br/> 5.&nbsp; '''Click''' the ''Add Deviation'' button. The ''deviation added successfully'' message is displayed. The deviation is sent for approval to follow the standard deviation workflow through ICM Web UI.&nbsp;<br/> 6.&nbsp; '''Click''' ''Done''. The ''Details'' tab opens.
<div class="image-green-border"><br/> &nbsp;<br/> '''(d)&nbsp;&nbsp; &nbsp;Adding Commitments'''<br/> You can add commitments to the Agreement using Icertis Experience for Word.<br/> To add a Commitment:<br/> 1.&nbsp; '''Click''' the ''More Actions'' button. A list of options opens.<br/> 2.&nbsp; '''Click''' ''Add commitment''. The Add Commitment page opens. If you have selected any text from the Agreement, it is displayed in the Selected Text field.<br/> 3.&nbsp; '''Select''' the Commitment type from the Selected type of commitment drop-down. For example, Transaction.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;<br/> 4.&nbsp; '''Click''' the ''Add User'' icon in the ''Select Business Owner'' field to search or select a user. The ''Select Business Owner'' window opens displaying a list of all the available users.<br/> 5.&nbsp; '''Enter''' a user's name in the ''Search Business Owner'' box or select a checkbox next to the desired user from the list.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;<br/> 6.&nbsp; '''Click''' ''Select''. The user is added to the ''Select Business Owner'' field.<br/> 7.&nbsp; '''Select''' the ''Recurring Commitment'' checkbox if you want this commitment to repeat. A few more fields are displayed.<br/> 8.&nbsp; '''Select''' the frequency. For example, monthly, quarterly, etc.&nbsp;<br/> 9.&nbsp; '''Select''' the ''Start date'' and ''End date''.<br/> 10.&nbsp; '''Enter''' days for reminder in the Set reminder and Set overdue reminder fields.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;<br/> 11.&nbsp; '''Enter''' comments and instructions in the corresponding fields.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;<br/> 12.&nbsp; '''Click''' the ''Add Commitment'' button. The ''Commitment has been successfully'' added message is displayed.<br/> 13.&nbsp; '''Click''' ''Done''. The ''Details ''tab opens.<br/> &nbsp;</div> <div class="image-green-border">&nbsp;</div> 
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== Publishing an Agreement ==

After editing the Agreement, you can publish it to be able to share the updates.<br/> To publish the Agreements:<br/> 1.&nbsp; '''Click''' the ''Publish'' button. The ''Publish Agreement'' window opens.<br/> &nbsp;
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2.&nbsp; '''Enter''' relevant comments in the Publish note section.<br/> 3.&nbsp; '''Click''' ''Save''. The Agreement is uploaded to ICM Web instance.
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=== Modifying the Agreement using Icertis Experience for Word (.JS Word Add-in) ===

To view the modifications made to an agreement document:&nbsp;

<br/> 1. '''Click''' the ''Publish'' button. The ''Publish Agreement'' window opens.
<div class="image-green-border"><br/> &nbsp;<br/> The Add-in notifies users about modifications done along with additions and deletions in the tagged attributes, clauses, template variables, and associations of the current agreement before actually publishing it. &nbsp;<br/> <br/> 2. '''Enter''' a relevant message in the ''Publish note'' section indicating the update made to the agreement document.</div> <div class="image-green-border"><br/> <br/> &nbsp;<br/> 3. '''Click''' ''Save''. The validation message opens warning the user of the modifications made to the agreement document to be able to take appropriate actions before proceeding.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> &nbsp;&nbsp;<br/> 4.&nbsp;'''Click''' ''CONTINUE TO SAVE''. The ''Publish Agreement'' window opens indicating that changes have been identified in the current agreement document with respect to its previous version. The user can review the summary and make informed decisions before actually creating a new version&nbsp;the agreement.</div> <div class="image-green-border"><br/> <br/> &nbsp;<br/> 5. '''Click''' ''View all modifications'' to see the modifications in the agreement document. The differences in the document are displayed in the ''Content Control Differences'' window.<br/> <br/> [[File:7.10 document summary 5.png|720px|7.10 document summary 5.png]]<br/> &nbsp;&nbsp;<br/> 6. '''Click''' ''Yes'' in the ''Publish Agreement'' window of Add-in to save the changes in the document. The validation message opens warning the user of the modifications made to the agreement document to be able to take appropriate actions before proceeding.<br/> <br/> &nbsp;</div> 
&nbsp;<br/> 7. '''Click''' ''CONTINUE TO SAVE'' to save the document. The ''Agreement has been saved successfully'' message is displayed.
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== Activity wise Differentiation of Using Icertis Experience for Word (.JS Word Add-in)&nbsp;and ICM Web ==

The following table provides activity-wise information on when to use Icertis Experience for Word and when to use ICM Web:<br/> &nbsp;

[[File:Scibe-Activity Wise Table.PNG|720px|RTENOTITLE]]

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== Troubleshooting ==

Some issues that you are likely to face when working with Icertis Experience for Word, with applicable Causes and Solutions are listed below.

[[File:Scribe-Troubleshooting.PNG|720px|RTENOTITLE]]

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'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Association_Management|Association Management]]&nbsp;|&nbsp;[[Compliance_Management|Compliance Management]]&nbsp;|&nbsp;[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;|&nbsp;[[Configuration|Configuration]]&nbsp;|&nbsp;[[Reports|Reports]]|&nbsp;&nbsp;
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