Agreement Details Page[edit]


= Agreement Details Page =

You can see the current''Status ''and all the information related to the Agreement in various sections on the left navigation. You can&nbsp;also perform various actions depending upon your role and the state of the Agreement.

Here are the details you can see when you click on different sections in the left pane:

'''Agreement''': this section shows the basic information of the Agreement. It has the following sections:

*''Summary''&nbsp;displays the&nbsp;''Agreement Name'', the ''Status ''and the&nbsp;name of the&nbsp;Agreement creator. It also displays the ''Template Name ''and the&nbsp;''Template Version''&nbsp;used to create the Agreement. 
*''Details'' show the attributes of the Agreement. Only the Primary Owner can edit the values of these attributes.&nbsp;Note, if&nbsp;''Primary Owner''&nbsp;is replaced within the&nbsp;''Team'', the&nbsp;''Primary Owner Name&nbsp;''and&nbsp;''Primary Owner Email''&nbsp;fields will get updated with the current&nbsp;information. 
*''Preview'' shows what the agreement will look like if printed. If the agreement is in ''Draft'' state, the preview only shows the attributes defined in the agreement. If it is in ''Approved'' state, the preview also shows the actual values of the attributes.&nbsp;You can print the document or export the agreement attributes to the desired format. 
*[[Versions|Versions]]&nbsp;shows the various versions created for the specific Agreement. 
*[[History|History]] shows the entire life cycle of the agreement till now. 

'''Association:'''&nbsp;Click ''Add''&nbsp;[[File:Add.PNG|RTENOTITLE]]&nbsp;icon to add Associated Documents''&nbsp;''to the Agreement.&nbsp;You can also add Associated Documents instances with a simple drag-and-drop action. For this, click the specific Associated Document under the ''Associations'' tab. This displays the drop zone if it is configured to be displayed. Drag-and-drop multiple files into the drop area provided. The name of the resulting Associations will display the file name.

This option is available only for the Associated Documents which are created using the specific Associated Document Contract Type:

*that has the&nbsp;''Show File Drop Zone'' field set as&nbsp;''Yes'', and 
*that does not contain any mandatory fields other than ''Name''. 

Associated Documents created using this Contract Type will have this feature enabled.

'''Deviations:'''&nbsp;allow you to add any changes to the Clauses. This may require the Agreement to be sent to the ''Deviation Approver''&nbsp;for review and approvals.

'''Amendments:'''&nbsp;allow&nbsp;you to make changes to an ''Executed'' Agreement. This section will be blank if there are no Amendments made to the Agreement.
<div class="image-green-border">'''Commitments:'''&nbsp;displays the Commitments that may have been manually added for the Agreement.&nbsp;Commitments are contractual obligations or deliverables that you may have for a particular Agreement. The&nbsp;Commitment functionality in ICM is used to track the action items&nbsp;and assign owners to each action item. ICM triggers email alerts to owners before Commitment due date as reminders. When a Commitment is actioned, the ''Commitment State'' is reflected in the ''Commitments'' tab of the Agreement. On completion of respective tasks, owners update the status of Commitment in ICM. These states are visible on the ''Agreement Details'' and the ''Compliance Management'' pages.</div> <div class="image-green-border">[[File:Agreement Details Page - Commitment States.png|Agreement Details Page - Commitment States.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Agreement Details Page Categories Commitment State.PNG|Agreement Details Page - Categories for Commitments.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Commitments are searchable using these new states and can be localized as per user preferences. ''Search ''allows you to search the localized values and the facet ''Search ''displays unique values of the commitment state names and the appropriate count. The existing Reports also reflect these localized values.</div> 
'''Agreement Clauses:'''&nbsp;displays the clauses that have been defined for this Agreement. These include rule-based Clauses.

'''[[Team|Team]]:'''&nbsp;displays the members that are added to the team working on this Agreement for it's complete life cycle. '''Click''' ''Add''&nbsp;+ icon to [[Managing_Team_Members|add more members]].

You can also [[Replacing_a_User|Replace a User]]&nbsp;through Team tab.

'''[[Notes|Notes]]:'''&nbsp;displays the comments added for the Agreement.
<div class="image-green-border">[[File:C5-AgreementDetailPage.jpg|RTENOTITLE]]</div> 
You can perform following&nbsp;from an ''Agreement Details'' page:

*Use Smart Links to see any documents related to the selected Agreement. 
*Edit an Agreement to update any information which was either not provided or was not correct. After editing, '''click''' ''Update and Publish'' so that all the team members can view the updated Agreement. 
*Compare the changes made in the recent document with the previous version. 
*Send the Agreement to various users within ICM. 
*Send For Approval: sends the Agreement for approval to the assigned team. Before sending the Agreement for approval, select specific ''Associated Documents'' that need to be approved with the Agreement. This helps the Approvers to review and approve only the required&nbsp;''Associated Documents''&nbsp;instead of going through the entire&nbsp;list. '''Click''' ''Send For Approval. ''This opens ''Please select document(s) for approver review ''dialog box. '''Click''' ''Submit&nbsp;''after selecting the required ''Associated Documents''.&nbsp; 
*[[Copy_an_Existing_Agreement|Copy]] the existing Agreement. This option with be shown only if the Agreement is in the approved state. 
*Upload Signed Copy 
*Upload Document 
<div class="note-box">'''Note:'''&nbsp;Upload Signed Copy button will be available only to the '''Contract Admin''', who can upload the signed document. The button will be available only when the Agreement is in&nbsp;'''Waiting for Internal Signatory'''&nbsp;state.</div> 
*Cancel 
*Download document. You&nbsp;can continue with the Agreement workflow seamlessly after a document has been downloaded. After&nbsp;downloading the document, you will be able to handle the: 
**Workflow changes when a document is recalled 
**Removal of an Agreement from Adobe Sign during recall 
**Call back when a document is signed or rejected 
**Workflow movement when a document is signed or rejected 
**Confidential 
**Download All:&nbsp;You can either download an Agreement with all ''Associated Documents'' attached to it, or select the required ones and then download it.   
<div class="image-green-border">&nbsp; &nbsp; &nbsp;&nbsp;[[File:Associations while Download 1.png|RTENOTITLE]]</div> 
&nbsp; &nbsp; &nbsp; Follow these steps to download an Agreement after selecting Associated Documents:

#'''Click''' ''Agreement Management''&nbsp;tile on&nbsp;''My Dashboard. ''This opens the ''Agreements ''page. 
#'''Click''' ''View&nbsp;[[File:View.png|RTENOTITLE]]'' icon next to the Agreement you would like to download. 
#'''Click''' ''Download All. ''This opens the ''Download'' dialog box.&nbsp; 
#'''Select''' the ''Associated Documents''&nbsp;that you want to download with this Agreement. You can either select ''Associations'' checkbox to select all available Associated Documents, or select the checkboxes next to the desired Associated documents. By default, Agreement checkbox is selected. 
#'''Click''' ''Download.''&nbsp;The Agreement will be downloaded with the chosen ''Associated Documents.'' 

'''Assigning Executed Agreements:'''&nbsp;ICMs additional workflow state&nbsp;allows you to assign&nbsp;the executed Agreements to other parties with updated metadata, in order to fulfil obligations and responsibilities, depending on the business requirements. The assignment Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes as configured. Thus, the parent Agreement gets assigned to the new parties on the assignment date.

'''Reports''': this section shows reports that are agreement specific and provide information that you are authorized to view. You can select filters and based on the permutation and combinations of the applied filter, the appropriate columns are displayed.&nbsp;

The following reports are accessible on this page:

#Clause Deviations 
#Association Report 
#Attribute Value Report 
<div class="image-green-border">[[File:Agreement Details page reports.png|RTENOTITLE]]</div> 
An error message is displayed if no results are generated or in case an incorrect filter is applied. You should be able to export the report into Excel, CSV or PDF. You can also schedule an email to be triggered when the report is generated.

To learn more about these reports, go to the [[Agreement_details_page_reports|Agreement Details Page Reports]] page.

All other reports can be viewed on various tabs of the Reports tile. To view other reports, go to the [[Reports|Reports Overview]] page.

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'''Related Topics:'''&nbsp;[[Agreement_details_page_reports|Agreement Details Page&nbsp;Reports]]&nbsp;|&nbsp;[[Reports|Reports Overview]] | [[Assigning_an_Executed_Agreement]]