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You can see the current Status and all the information related to the Agreement in various sections on the left navigation. You can 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:
Note: The Summary and Details section can both contain attributes with rich text area. Click the View icon to see the details of the attribute.
Association: Click Add icon to add Associated Documents to the Agreement. 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:
Associated Documents created using this Contract Type will have this feature enabled.
Deviations: allow you to add any changes to the Clauses. This may require the Agreement to be sent to the Deviation Approver for review and approvals.
You can add deviation approvers directly from the Deviations section by clicking the Deviation Approver icon. This eliminates the need to navigate to the Team tab to add the Deviation Approvers.
Amendments: allow you to make changes to an Executed Agreement. This section will be blank if there are no Amendments made to the Agreement.
Agreement Clauses: displays the clauses that have been defined for this Agreement. These include Rule-based Clauses.
Team: displays the members that are added to the team working on this Agreement for it's complete life cycle. Click Add + icon to add more members.
You can also Replace a User through Team tab.
Notes: displays the comments added for the Agreement.
The left pane on the Agreements, Requests and Associations Details pages displays the count for important sections such as Deviations, Amendments, Commitments and Notes. This makes it easy for business users to immediately identify the number of instances in these sections, without having to open each of them. If an Agreement does not have any attached entities, the count for each will be displayed as zero.
You can perform the following actions from an Agreement Details page:
Follow these steps to download an Agreement after selecting Associated Documents:
Assigning Executed Agreements: ICMs additional workflow state allows you to assign 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.
Terminating Executed Agreements: ICMs additional workflow state allows you to terminate executed Agreements.This is useful in business scenarios where an executed Agreement can be terminated only after executing a termination Agreement for it. The termination Agreement goes through the workflow of approval and execution processes, and then supersedes the parent Agreement attributes including the termination date as per the configuration. Thus, the parent agreement gets terminated on that termination 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.
The following reports are accessible on this page:
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 page.
All other reports can be viewed on various tabs of the Reports tile. To view other reports, go to the Reports Overview page.
Related Topics: Agreement Details Page Reports | Reports Overview |
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