Latest revision as of 10:18, 18 November 2020

Tabs

Tabs provide the details about information about contract types, clauses, templates, and agreements. You can view or perform additional actions on each tab. The following tables list each tab and what each tab displays.

Contract Types Details page

Tab	Description
Details	Displays the Status and the Contract Summary of the contract type.
Attributes	Displays the attributes of the contract type.
Association	Lists associations of the contract type.
Display Preference	Displays selected attributes that appear in agreement tile and agreement details view.
Team	Displays the team members for the contract type. To learn about how to add a team member, click Team.
Notes	Displays the date, time, and the creator of a particular note. Click to add notes.
Versions	Displays a list of versions of the contract type.
History	Displays a list that describes different stages of the contract type life cycle right from creation to the present stage.

Clauses Details page

Tab	Description
Details	Displays the Status and the Contract Summary of a clause.
Versions	Display a list of versions of a clause.
Templates	Displays a list of templates that the clause appears in along with their Status. Any changes made in the standard clause text is marked and appears on this tab.
Agreements	Displays the agreement in which the clause appears, agreement status, and relevant contract type.
History	Displays a list that describes different stages of a clause life cycle right from creation to the present stage.
Team	Displays the team members for a clause. To learn more about how to add a team member, click Team.
Notes	Displays the date, time, and the creator of a particular note. Click to add respective notes.

Templates Details page

Tab	Description
Details	Displays the Status and the Contract Summary of a template.
Versions	Displays a list of versions of a template.
History	Displays a list that describes different stages of a template life cycle right from creation to the present stage.
Team	Displays the team members for a template. To learn more about how to add a team member, click Team.
Notes	Displays the date, time, and the creator of particular note. Click to add notes.

Request Details page

Tabs on the Request Details page appear vertically on the left hand side of the page. When you click a tab, relevant details appear on the right hand side of the page.

Tab	Description
Request
Details	Displays the Status and the Contract Summary of a request.
History	Displays a list that describes different stages of a request life cycle right from creation to the present stage.
Association	Lists the associations of a request.
Team	Displays the team members for a request. To learn more about how to add a team member, click Team
Notes	Displays the date, time, and the creator of a particular note. Click to add notes.
Reports	Clicking on the tab displays the Print/Export Attributes button. You can click the button to view the attributes in the request.

Agreements Details page

Tabs on the Agreement Details page appear vertically on the left hand side of the page. When you click a tab, relevant details appear on the right hand side of the page.

Tab	Description
Agreement
Summary	Displays the agreement details.
Details	Displays the metadata of the agreement. You can edit the metadata, and then click Update to update the details.
Preview	Displays the preview of the agreement.
Versions	Displays all the versions of the agreement.
History	Displays a list that describes different stages of the agreement right from creation to the present stage.
Associations	Lists the associations of the agreement.
Deviations	Lists the deviations found in the standard clause text.
Amendments	Displays number of amendments created for an agreement. To learn more about amendments, click Add Amendment.
Commitments	Displays number of commitments for an agreement. To learn how to add a commitment, clickAdd a new commitment.
Agreement Clauses	Displays a list of clauses that appear in an agreement.
Team	Displays the team members for an agreement. To learn more about how to add a team member, click Team.
Notes	Displays the date, time, and the creator of a particular note. Click to add notes.
Reports	Clicking on the tab displays the Print/Export Attributes button. You can click the button to view the attributes in the agreement.

Related Topics: ICI Help