Latest revision as of 04:14, 27 January 2021

ICI Release Notes - Release 7.15

List of Enhancements 7.15

The 7.15 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. It strives to enhance user experience, intelligence, analytics, intuitiveness and usability by continually improving ICI functionalities and the user interface.

The key enhancements of this release include:

Enhancements to the ICI Application
- User Experience
  - To ensure that the agreement document is generated with the correct clauses and metadata, we now can preview an agreement from the pre-draft stage to the Approved stage, enabling a comprehensive review before publishing the contract.
  - Improved usability for the global user base and their individual UI language preferences via expanded localization coverage which now includes support for localized “Reason Codes”.
  - Friction-free collaboration enabled via the Collaboration Portal’s external user interface which now enables external users to search contract requests, agreements, associations and masterdata records.
  - Improved document review process where the display order for clauses in the ICI web and in Icertis Experience for Word match the order in which the clauses are configured in the respective template and generated agreement.
  - Improved usability whereby the attribute multi-selection interface, when creating an agreement, can be configured as either radio buttons or checkboxes to tailor the agreement creation experience per the contract type.
  - Amendments to an agreement are now viewable in a grid-view in addition to the current tile view. This provides more information and enables standard grid view functionalities such as search, filter, and export.
  - Improved usability where the sequence of values displayed in a masterdata lookup drop-down can now be configured to have the most frequently accessed values available at the top of the list.

Workflow Enhancements
- Greatly improved system availability during Publish operations where now only the contract types being published are not available during this system operation as opposed to the whole system being unavailable.
- Improved usability including the ability to create instances of associations as part of the agreement creation wizard itself.
- To continue bringing Extension Attributes capabilities at par with regular attributes, these are now quickly viewable for easy reference in the agreement entity’s “Agreement Clauses” tab.
- Agreements can be Approved or Rejected from within an agreement notification email itself making it faster to take actions on an agreement and reducing turnaround time for approval cycles.
- Expanded contract request experience now includes the ability to request Contract Terminations.
- Bulk actions support now extended to Terminating agreements in bulk to support situations that require it, such as regulatory changes, or business partner insolvency.
- To save time when re-instantiating a terminated agreement, due to reasons such as reviving a business relationship, you can now do so by simply adding amendments to the terminated agreement rather than by having to create a new agreement from scratch.
- Simplified administration of the first run default user preference which can now be pre-set or updated for users based on their location or department.
- Simplified signature status labels of “External”, “Internal,” and “Fully Signed” are shown in agreement versions.
- Enhanced flexibility when executing a large volume of contracts by not requiring the immediate upload of documents to change the status to “Executed”. Instead, the agreement status will change from “Waiting For Signature” to “Executed – Document Upload Pending”.
- Enabling sharing of Associated Documents as well via the email notifications that are triggered for an agreement.
- For organizational changes or employee turnover, we now provide a data management interface that enables replacing users with multiple users on supported agreement entities.
- Support for granularly defining which agreement attributes for a given contract type should be cascaded to the agreement’s amendments via the “Is Inherit On Amendments” flag at the agreement contract type and template variable level.
- In addition to the currently available functionality of all attributes to be superseded capability, we now offer the ability to selectively supersede an attribute through rules.
- Conditional attributes’ comparison operators now support multiple complex conditions to dynamically display attributes based on a range of business scenarios.
- Simplifying agreement workflow navigation by enabling the option to show a “No Team Available” message during workflows when a team is not needed.
- Expanded support for special characters in the Attribute display name for contract requests, agreements, associations and masterdata.
- Selectively download amendments with the corresponding parent and child associations in a zip package with corresponding sub-folders.
- Larger file size support when uploading (4GB) and downloading (6GB) larger files for masterdata and associations.
- Boost smart filter creation using string operators such as “Contains”, “Starts With”, “Does Not Contain” for the “Business Status” search facet.
- Expanded support for automating the bulk upload of clauses and templates reducing the dependency on manual approvals and delays in onboarding clauses and templates.
- Enhanced configurable labels for peer associations that define the contractual relationship. (such as, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on.).

Mobile App Updates
- Enhancing the “Refresh” functionality for “Tasks” and “Commitment” tabs to continually show the latest changes in the status for mobile app users.

Enhancements to ICI API 2.0
- Improving the filtering and searching capability which now supports searching text inside clauses or templates to allow more powerful deep searches especially when searching across large libraries.
- Improved labeling of internal, external, and fully signed copies of agreements for easy identification of an agreement version.
- Defining and updating clause groups as per business requirements for easy categorization and management.

Enhancements to ICI Add-ins
- Icertis Experience for Word
  - Improving the filtering and searching capability with support for searching text inside clauses or templates to allow more powerful search especially when searching across large libraries.
  - Improving labeling of internal, external, and fully signed copies of agreements for easy identification of an agreement version.
  - Defining and updating clause groups as per business requirements for easy categorization and management.

Enhancements to Artificial Intelligence Applications
- Multiple enhancements to the AI-powered legal playbook capabilities:
  - Improved usability by enabling larger window views of the “Details” page and also including deviations.
  - All the playbook positions for a contract type now have the option to search and filter.
  - Administrators can create a new playbook record or update the existing one from within Icertis Experience for Word itself.
- Improving the clause delineation logic so that users can rearrange the AI identified clause boundaries. You can now merge or split discovered clauses or selected text in a clause and also create sub-clauses within the discovered clause.
- Extending the clause hierarchy discovery feature to support text PDFs in addition to .docx documents.
- Improving library clause recommendations for discovered clause based on learnings from user’s action in previous discoveries.
- Providing support for additional languages including “French”, “Dutch”, “Norwegian” and “Swedish” in AI apps.
- Enabling users to flexibly leverage AI on-demand by manually triggering attribute discovery on an agreement from the “Attributes” page to accelerate workflows. Discovered values will be auto-filled in empty attributes, instead of redundant manual entry.
- Enhancing and optimizing the performance of Machine Learning services to simplify deployment and run the workload on-demand while significantly reducing infrastructure management needs.

Enhancements to Reports
- Introducing the “Tagged Attributes Report” enabling administrators to understand the complete profile of an attribute and its utilization across clauses and templates. This will help the Legal/admin users to assess the impact of configuration changes to the clauses and templates.
- Introducing the “Notifications History Report” for an entity, enabling users to track what notifications were sent to which recipient and when. This provides better visibility and compliance for the users.
- Providing the ability to filter the “Agreement Deviation Report” and “Agreements Pending Execution Report” by “Agreement Status”.
- Enhancing the “Clause Summary Report” to display information on Extended Clause Attributes as well.
- Adding an “Organization Unit” filter in the “Cycle Time Report” to enable deeper analysis.
- Adding a new column in PowerBI for “Agreement Code” which navigates the user to the agreement in ICI.
- Multiple localization enhancements within reports.

Improving the Icertis Experience
- Signature Workflow
  - Improving the electronic signature process when using DocuSign to provide a unified flexible signature workflow. This hybrid (manual and/or electronic) signature process enables users to add and modify signatories, preview the DocuSign console, and tag signatories in the console. Support has also been provided for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES).
  - Enabling the ICI platform to support more than one E-signature vendors at the same time, to execute agreements and amendments, thus improving flexibility for users.
  - Supporting parallel signatures in DocuSign to reduce the overall turnaround time for the complete signature process.
- Icertis Experience for Salesforce
  - Providing the ability to send success and failure alerts for improved monitoring of messages.
  - Triggering document assembly for automatic data sync and displaying completion notification.
  - Supporting OAuth in Salesforce adapter for a more secure authentication and authorization process.
- Icertis Experience for MS CRM
  - Providing server-to-server OAuth support, so that the adapter and the task service will use ‘client Id’ and ‘secret key’ from AKV, invoking the MS CRM APIs.

Enhancements to Platform Tools
- Enhancing ICI to allow administrators to promote additional configurable entities from pre-production to target environments. These include organizations and organization groups, users and user groups, security groups, role action mapping, currencies, reasons, attribute group, SLA matrix, notification category, default search columns, cascade team, application settings, global and admin saved searches.

Additions to Icertis Software Development Kit for Partner Enablement
- With this release, the following SDK documentation has been upgraded for this release – ICI Coding Guidelines, ICI Customization and Use Cases, Working with ICI Tasks, Working with ICI Hooks, ICI Developer Library, Local Environment Setup using ICI Binaries and Self-Serve Tools.

These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.

ICI Application Enhancement Details

514613 – Introducing the ability to preview agreements before publishing

Previously, contract owners had to create the first version of an agreement to get a comprehensive view of the agreement.

With this release, a preview functionality is being introduced, so that the primary owner or contract creator can review whether the selected template is appropriate, the rule-based clauses have been correctly added to the agreement, among other factors, and make changes to the agreement before the version is created. The preview document would also include tagged associated documents, coming through inline or inheritance associations.

A preview section is available on the “Verify” stage of agreement/amendment creation, before publishing or updating the document. The PDF preview is for indicative purposes only and is not an agreement version. The preview is available till the Approved state of the agreement/amendment.

Note: This functionality is configurable. It is not available by default and can be enabled or disabled for chosen contract types.

575640 – Creating associations on the create or edit wizard of agreement

Previously in ICI, contract authors had to create associations for agreements after the agreement is already created. However, in practical terms associations such as annexures, supporting documents, SLAs, product specifications, rate tables, and so on, are all an inherent part of agreement information that is critical to the business, and some associations are required to be created along with the agreement.

Hence, the ability to create association instances as part of agreement creation or update wizard is being introduced in this release. A separate page is displayed, when creating or updating the agreement or amendment, for the user to create, view, or delete inline associations. The user also has an option to select the columns and their order in the association grid.

This new page also supports page navigation. Support is also provided to copy attribute rules, association events, and agreement assembly, in case associations are tagged in the agreement template.

549900 – Supporting localized reason code values as per logged in user language

Adapting existing products to new markets through translation and localization is the key to global growth. The localized versions of the product improve the overall user experience and help to better connect with new and potential global customers.

ICI now extends its localization support to reason code values. Administrators can enter the translated values in the local language, for each reason code, using the “Translations Editor” tool.

Users can see localized reason codes as per their preferred language settings.

The reason code will be displayed in English if there are no local values available in the ICI system for that specific reason code.

614944 – Initiating termination for parent agreement from the contract request

In ICI, users create and execute a termination agreement on the main agreement instance to terminate an agreement. ICI has now extended this capability to initiate the termination from contract requests too.

Users can now enable the termination process at the contract type level using the seeded attribute "Request for Termination", select the parent contract request, and create the termination contract on a contract request. The termination instance for the contract request will have all the common attribute values inherited if the inheritance is enabled.

The termination record will be displayed as a peer association under the “Association” tab for the contract request. The access privileges for the contract requests termination process is controlled through role action mapping.

506398 – Enabling search for external users with login privileges

ICI’s collaboration portal allows external users with login privileges to access the platform and perform assigned tasks within ICI itself.

In our continuous effort to improve usability, a search option has been introduced on contract requests, agreements, associations, and masterdata index pages, so that external users can easily search records. The attributes displayed as columns of the search grid are included as facets in the filter options to perform a more refined search.

514605 – Supporting extended clause attributes in agreements

In ICI, users can capture additional details for a clause in extension attributes. With this release, users can view these clause extension attributes on the agreement entity for easy reference while working with agreements.

Users can now:

Select and save extension attributes to display in the grid view, via the “Default Search” column functionality.
View additional clause attributes on the “Agreement Clause” and “Clause Approver” tabs.
View the hyperlink “Show Clause Information”, which displays all clause extension attributes along with clause attributes, in the same window.

514615 – Streamlining the approval process over emails

The approval process has now been streamlined by allowing approvers to directly approve or reject an agreement from within the email itself, through a hyperlink to the webpage, instead of logging in to the system to do so. External users, who do not have access to ICI can now review or approve the documents from the notification email, instead of sending offline copies to do so and then uploading them to ICI. This reduces the overall turnaround time and increases productivity.

The internal users are authenticated through the SSO/IDP before opening the page where the actions are to be taken. The external users are authenticated by sending them a code in the email, which has limited validity.

With this release:

Administrators can add tag an Approve/Reject link in the notification template.
Approvers/reviewers can download the agreement, modify it and upload it back to ICI based on the access provided.
Approvers can approve/reject the agreement or amendment from the email, only if the task approval or review is assigned to them. Based on the access, the user can approve or reject the agreement by entering notes or reasons for rejection respectively.

514643 – Ordering of clauses as tagged in an agreement

To improve the user experience, clauses are now displayed in the same order in the agreement document as they are tagged inside the agreement, on the “Agreement Clauses” tab, in ICI Web and Icertis Experience for Word.

617385 – Ability to define additional clause group under clause entity

Previously, ICI supported 3 clause groups – “Termination”, “Legal” and “None”.

With this release, this capability has been further enhanced so that the configurator can configure various clause group names in ICI. These clause groups can be categorized or grouped as per business requirements for better identification and negotiations during the contract workflow.

Administrators can now:

Define and update clause groups.
Edit, delete, activate or deactivate clause group entities.
View additionally added clause group values in the clause entity when creating or editing a clause.
Search agreement records or clauses on the index page on clause group attributes with added values.

514621 – Reviving terminated agreements

Users may terminate an agreement with the other party for various business reasons. To improve usability, ICI now provides the capability to add and execute amendments on a terminated agreement. This considerably saves time for users who may want to re-instantiate their existing relationship with the other party, as they no longer need to create an entirely new agreement and go through several workflows such as clause deviations clearance, template process, and so on.

Adding and executing an amendment on a terminated agreement will move the agreement back to the “Executed” or “Expired” state, based on its expiry date, thus reviving the terminated agreement. The system sets an identifier attribute "Is Termination Revived" for such revived base agreements, and users can use them in search filters, notification rules while configuring saved searches, and so on.

Note: By default, only primary owners and contract managers can add an amendment to the terminated agreement. The access privileges are controlled through role action mapping.

514625 – Terminating agreements in bulk

Users may need to terminate agreements in bulk in many business scenarios such as regulatory changes, changes in product offerings, and so on. Users can now initiate the termination of agreements in bulk, thereby saving the time to terminate agreements one by one and reducing manual errors.

Bulk termination is carried out using ICI’s existing “Bulk Actions” process. The termination related attributes will be pre-selected, and the Workbook for the bulk action batch will be generated with the executed agreement records from the saved search, as per the selected contract type and termination contract type.

Users can now:

Initiate the termination workflow using “Bulk Actions”, by creating and executing a new batch.
Generate and view a status report for agreements terminated in bulk.
Create termination agreements for “Draft”, “Published” or “Send for Approval” states, as per the batch Workbook configuration for bulk action.

Note: All prerequisite configurations applicable for the termination workflow should also be set for the bulk termination process.

555898 – Defining display sequence on lookup attributes at the contract type level

Previously in ICI, users could not define the display order for lookup attribute values in a drop-down on the UI that references masterdata. Users had to scroll through all the populated values to find the desired values during agreement creation.

Configurators can now define and maintain the display sequence for selected masterdata records, starting from 1 to n, at the contract type level, using a seeded display sequence attribute. The values will thus be displayed at the top for easier and faster selection in lookup attributes.

This display sequence setting is supported on the create, edit, and lookup search pages of contract requests, agreements, amendments, associated documents, extended clause entities, and template variables. The display will follow the default alphabetical order if the display sequence is not configured in masterdata.

558605 – Viewing amendments in grid view on the agreement details page

Previously in ICI, users could only view the agreement’s amendments in a “Tile” view, when opened from the left navigation pane on the agreement “Details” page.

ICI now allows users to view amendments in the “Grid” view, and toggle between grid view or tile view. The grid view is the default view for amendments and supports all existing grid functionalities, such as standard search, filter, column selection, pagination, export to CSV/Excel, and so on.

561410 – Enhancing the multi-select drop-down

The multi-select choice drop-down has been enhanced for better usability, data input, and post-selection data review of contract requests, agreements, amendments, and masterdata entities.

Users can now:

View eight options in a drop-down list (instead of six), without scrolling.
View larger values with adjusted drop-down width, according to its size, in the post-selection view.
View all selected values at the top of the drop-down.
Deselect the selected values, individually or all with a single click, without opening the drop-down.

620411 – Defining IN operator when applying lookup filters

In ICI, the configurator can filter the lookup masterdata table with “Must” and “Must Not” conditions, to achieve necessary business scenarios, while configuring a lookup attribute on contract types.

With this release, ICI provides the ability to configure a lookup attribute using the “IN” filter operator, and display selected multiple values, by referencing multiple values on another lookup master data attribute.

Configurators can now:

Use the "IN” operator in the lookup filter attribute on agreement contract types.
View the applied filter on the “Attributes” page on the UI for the selected attribute.
Standard ICI users can view only selective values in the lookup attribute as per the referenced value in another attribute.

573339 – Managing user preferences as part of profile management

Users can set preferences for their ICI Web UI account such as language, color theme, time zone, and so on.

ICI now provides administrators the capability to set preferences as default, for users, according to their locations or the offices they work in. This reduces the end user’s effort of setting up the ICI account with required parameters after the first log-in and presents the system with appropriate and specific pre-settings.

Administrators can:

Set and manage preferences for a single user through a single user update, and for multiple users through the bulk process.
View preference settings modifications details in the “History” tab for audit.
Search users based on parameters related to preference settings.

Users can:

Access the ICI system with appropriate details as default after the first login.
Override the default preference settings as per individual preferences.

604775 – Moving agreement to executed state without uploading the document

Previously in ICI, users could not move agreements and amendments from “Waiting For Signature” to “Executed” state, without uploading the supporting document, in case of manually signed agreements.

With this release, users can now skip uploading the document, to move agreements from “Waiting For External Signature” or “Waiting For Internal Signature” to the “Executed - (Pending Signed Document)” state.

Users can then search or create a saved search for such agreements and upload the required documents later using the “Upload Fully Signed Copy” action. Notifications can be configured to inform users about skipped document uploads so that users can cover for delays occurring due to the scan and upload process while executing a large volume of documents.

This functionality is available for agreements, amendments, and orphan amendments.

614860 – Attaching associated documents to agreement notifications

ICI users can share the main agreement document as part of various email notifications that get triggered for the agreement from time to time.

In addition to the main agreement document, users can now also send associated documents as part of various email notifications that get triggered for the agreement from time to time. Access to these documents can be controlled based on the type of document – internal, external, or restricted. For example, some documents may only be shared with internal users, some may be shared with internal and external users, whereas some may not be shared with anyone.

With this release:

Administrators can tag the associated document contract type in the email notification template for agreements, assignment agreements, termination agreements, and amendments.
Users can define:
- The type of notification as internal or external.
- The type of associated document instance as internal, external, or restricted.
Based on the type of notification and type of tagged associated documents, attachments are added to the email notification.

586492 – Defining different relationship types while associating peer instance

ICI allows users to define the linkage type as a parent, child, or peer while associating peer entities with each other.

With this release, users can define configurable labels for peer associations between existing contracts by configuring the “Linkage Type” masterdata. The configurable labels define various business relationships in the context of contracts. For example, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on. The labels can be activated or deactivated as per business requirements.

The configurable labels support the existing two-way linkage and self-linkage types. The amendments on executed agreements will be associated as a peer, with default peer linkage type label, defined in default peer mapping for amendment.

Users can select configurable peer linkage type labels in the “Linkage Type” drop-down list and view them on various ICI functionalities such as:

Agreement creation workflows for peer entities, assignment, and initiate termination flow.
Associate and Inheritance icons.
Bulk actions.
Agreement creation through business APIs.
Broadcast – “Attachments” tab and captured notes.

Note: Multiple configurable labels are not supported for parent and child linkage types, as there is specific business logic built with them in the ICI system.

619558 – Downloading amendments using download all functionality

ICI users can download an agreement and all its associations in a zip file using the “Download All” action available on agreements.

With this release, users will download amendments of an agreement with corresponding parent-child associations in the downloaded zip package. This is supported on the selective download option too.

For ease of access, each selected amendment will be downloaded with its selected associations in separate folders. The folders are named “Amendment_1”, “Amendment_2”, and so on (from oldest to latest), instead of actual amendment names. This helps to overcome the Windows limitation of supporting 260 characters in the file path and gives users the flexibility while creating association’s names.

615291 – Configuring attributes inheritance for amendments at the contract type level

ICI already provided the capability to exclude specific agreement attributes from being copied to amendments through technical configuration, which applied to all agreement contract types by default.

ICI now provides the flexibility to decide which attributes of an agreement can be copied to amendments at the contract type level, as per business requirements. Configurators can enable or disable the attribute’s inheritance for amendments, using the “Is Inherit On Amendments” flag, at the agreement contract type and template variable levels. Users can then copy these defined attribute values from base agreement to amendment during amendment creation.

Note:

The technical configuration settings for excluding parent agreement attributes from its amendments will always take preference over the settings at agreement contract type and template level.
The existing validations or dependencies for an attribute’s properties set for the agreement will not be inherited to amendments.

614877 – Replacing a user with multiple users

In ICI, administrators can replace user(s) with all associated records using the “Replace User” functionality. In practice, administrators may need to replace a user with more than one user. For example, if a user leaves the organization, the administrator may want to replace that user by dividing agreements associated with that user, in subsets, among multiple users. This would help the organization to balance the workload within its employees.

Administrators can now:

Replace the user with one or more users, by selecting the entity and all/selective instances of that entity, and create a saved search for records to replace users.
Validate the replaced user role against the assigned role.
Get a notification on adding or completing a task.

This capability is available across ICI for contract requests, agreements, associations, masterdata, template and clause teams, user groups, and rules. A separate data management user interface is provided to carry out these user management actions.

614963 – Superseding agreement values as per amendment using rules

In ICI, users could supersede all attributes of a parent agreement configured as ‘supersedable’ with values from its amendment, either manually using the “Supersede” action or automatically through the auto-supersede task. Users can now selectively supersede individual entities based on business conditions.

The administrator can control the supersede functionality for agreements by:

Enabling auto supersede option at the contract type level.
Configuring the “Supersede Rule” with “Is Supersede by Amendments” or “Is Supersede by Termination” options.
Selecting attributes in rule actions based on the selected Supersede On option.

Users can view the attribute’s supersede value on the agreement and the captured history as per the rule execution. When no rule is configured, the supersede functionality will work as per existing ICI behavior.

615293 – Showing or hiding the No Team Available message

In ICI, users may encounter specific workflow configurations, such as the self-approval process, that do not require users added to the team. The “No Team Available” message, displayed in such cases, adds to the number of non-value clicks for users to continue.

ICI now can suppress this message through technical configuration, thereby minimizing the number of unnecessary clicks.

Administrators can:

Selectively enable or disable the “No Team Available” message window, at the entity contract type level, appearing at various states.
Disable the “No Team Available” message window altogether, at the instance level, for all entities. The instance level settings will override the entity level settings.

Note: This capability is available across ICI for all entities, events, integrations and add-ins in ICI.

618345 – Defining complex conditional logic for attributes visibility

Previously, users could configure a conditional attribute for a contract type with simple conditions using single “equal to” operator.

With this release, configurators can now set multiple, complex conditions to display ICI Web UI attributes dynamically, based on business scenarios. Configurators can define conditions for attributes for all entities, except for template variables. For example, the configurator can set conditions to display an attribute based on the selection of specific values in any of the attributes mentioned in the condition. The user experience would be similar to the existing ICI conditional attribute functionality.

Users can now:

Apply multiple and complex conditions to display an attribute by enhancing the enable expression (visibility expression) for contract requests, agreements, associations, and masterdata contract types.
Support conditional expressions for extension attributes.
Define conditions with different operators based on the selected attribute datatype.
View the conditional attribute value according to the value entered in the attribute on which a condition is set.

616901 – Applying facets to business status search filter

Business statuses are prominently used across all customers as they reflect the actual status in business terms compared to the system workflow status. Previously, the ICI search functionality supported filters on “Business Status” for users to narrow down results. However, manually selecting filters often becomes a tedious task in the case of several business statuses.

To provide a better user experience and ease of use, faceted filters using string operators, such as “Contains”, “Exactly”, “Starts With” and “Does Not Contain” are being added to the “Business Status” filters.

694211 – Improving handling of exceptions for string combinations

Previously, some combinations of special and alphanumeric characters used as input values resulted in generic exceptions.

ICI's parsing logic is now improved for handling string combinations with special and alphanumeric characters so that no errors are generated. This applies to all entities across ICI, where a combination of special characters, alphabets, and numbers can be used.

732929 – Uploading clauses and templates in bulk

New customers or new groups onboarding to ICI mostly have their templates and clauses already created in a separate file. Previously, manual efforts were needed to onboard the hundreds to thousands of templates and clauses.

With this release, automation has been provided for bulk import using the “Legacy Upload” tool, which will reduce any human dependency, manual approvals, and delays for onboarding templates and clauses using the current capabilities. ICI administrators can now import templates and upload clauses to ICI in bulk.

Along with the tool, an XML specification document is also released which can be used for creating tags in the input document files of clauses and templates.

655507 – Uploading and downloading large files with the file path attribute

ICI now provides support for larger files. This is applicable to masterdata and associations.

Users can now:

Upload files up to 4GB under the file selection attribute.
Upload files with all supported file extensions allowed in the file selection attribute.
Download All/Download Package up to 6 GB.

ICI supports virus scanning of large files if the virus scan feature is enabled.

Note: This is not applicable for contract requests, agreements, associations with large files in the DocuSign/Adobe Sign association selection pop-up, document assembly, bulk actions, legacy upload, integrations (Salesforce, Workday, etc.), and APIs. The Upload/Download of the files would be supported for Azure and Windows Storage.

618994 – Supporting special characters in agreement templates and support to skip empty columns while a saved search/association is tagged in a template

Previously in ICI, attribute names did not support special characters apart from _ (underscore), & (ampersand), and space.

Now, support is provided for special characters in the attribute display name. The characters *(asterisk), - (dash), : (colon), ( (parenthesis open), ) (parenthesis closed), ’ (apostrophe), , (comma), and . (period) can be used in the display name of attributes for contract requests, agreements, associations, and masterdata contract types. The same attribute display name, as provided by the configurator, will now be displayed including special characters.

In scenarios where the association or saved search is tagged as a table in the agreement, and a particular column of the table does not have any data, we have introduced a functionality to skip such empty columns.

During template creation from Icertis Experience for Word, the configurator can add a “SkipEmptyColumns” property while tagging an association or a saved search as a table. This property needs to be added manually in the “Content Control Properties”, at any position after the contract type GUID, separated by a '|' (pipe separator). This enables empty columns to be skipped in document assembly, thereby eliminating unnecessary empty columns in the agreement version. The order of the columns in the table is determined by the attributes in the display preference of the associated document contract type.

Amendments to an agreement are now viewable in a grid-view in addition to the current tile view. This provides more information and enables standard grid view functionalities such as search, filter, and export.

573336 – Displaying drop-downs as radio buttons or checkbox list for user selection

With this release, ICI provides new controls for multi-select and single-select choice attributes.

Users can configure an alternate UI control for drop-downs with a limited number of values for choice attributes at contract type, global attribute, and template variable levels. This improves the user experience as the number of clicks and scrolls required to view options in a drop-down are considerably reduced and provides better readability in terms of post-selection data review.

Users can select:

The radio button for single-select choice attributes.
The checkbox list for multi-select choice attributes.

The configuration applies across ICI for the creation and editing of agreement, amendment, associated document, masterdata, and contract request entities.

593421 – Labeling agreement document versions as per signature copy

While agreements go through various signature states till executed, users can now navigate to the “Versions” tab and easily identify which version of the agreement is internally signed, externally signed, or fully signed.

872309 – Providing flexibility for assembling associations tagged as clauses

In ICI, on publishing and updating actions, all clauses are evaluated, assembled and changes are reflected in the agreement document. However, if associations are tagged in clauses, on “Assemble Contract” and “Send For Approval” actions, clauses do not get assembled and associations do not get populated in the agreement document.

As part of our continuous effort to provide flexibility to ICI users and improve the user experience, a key “Core.Agreement.EnableDynamicClauseAssemblyPostCreate” has been introduced.

If the key is enabled, when an associated document is uploaded, the entire document will be automatically assembled (Clause, Attribute, Associations, Saved Search) on the “Assemble Contract” and “Send For Approval” actions.
If the key is not enabled, the ICI document will be assembled on “Publish” and “Edit Agreement” actions. Only associations will be assembled on the “Assemble Contract” and “Send For Approval” actions.

Note: By default, the key is set to false.

Mobile App Enhancement Details

773907 – Refreshing tasks and commitments

Icertis mobile app users perform actions such as approve, reject, and request review on contract requests and agreements. However, the status of the requests or agreements list did not automatically refresh on the mobile app. Enhancements have now been made to the “Refresh” functionality for “Tasks” and “Commitment” tabs to refresh on these actions and improve usability automatically.

850259 – Updating logo and ICM to new guidelines

As part of our new branding, “ICM” has been updated to “ICI”, and the new logo has also been added to the mobile app.

773923 – Changing compatibility in Android 11

Android 11 compatibility changes have been made with this release by setting the target SDK version to 30 and deprecated methods have been updated.

773917 – Deprecating the UI WebView component for iOS

With this release, the UI WebView component for iOS has been deprecated.

ICI API Enhancement Details

704069 – Enhancing ICI API 2.0 implementation

With this release, support has been added for the script and integrated attributes. They are available as cascaded attributes for lookup fields when configured at the contract type level.

This is applicable for visualizing, retrieval, creation, and updating of the instances of the following entities:
Contract Requests

Agreements
Associations
Amendments

New visualize endpoints have also been added for the above entities to get information about their attribute and template configuration.

756815 – Downloading associated document API

ICI already supports downloading agreements.

As part of our efforts to continually improve ICI, new API endpoints have been added in this release to download associated documents of agreements and contract requests.

731961 – Provisioning success or failure message for workflow operations

A new service bus topic has been created to publish messages about workflow operations. The messages will notify if any failures are encountered during workflow actions.

As workflow APIs are asynchronous, customers using Actions API and API 2.0 get a return success code, only on the initiation of the workflow. This functionality has been improved so that messages on the service bus are received even for failure notifications.

Users will now get a definite response, with required details of the error and cause on services bus. Based on the topic notification, integration developers can take follow-up actions based on success and failure.

660859 – Supporting TrackingId in APIs

To work with ICI entities, at times, multiple API calls are needed to complete an operation.

For example, to create an agreement, the following APIs are called in a sequence – “GetInstance”, “SaveExternalUser”, “GetTemplate”, “CreateandPublish”, “ResumeWorkFlow” (API 1.0), “Prepare”, “Create”, “Get”, “Send For Approval”, and “Send for Signature” (API 2.0).

In such cases, due to heavy load, it becomes challenging for administrators to troubleshoot the operation that caused the failure of the agreement creation. An identifier has been added to resolve this issue which subsequent APIs for correlating from a logging perspective can pass.

The following API changes have been made to ensure that the existing implementation and code remains intact:

Provided support for a “TrackingId” header in every logging request.
Users will receive the “TrackingId” provided in the request header as part of response headers. (If the user does not send a value, then a new unique identifier will return).
The called API path with query string will be logged in Kibana. In Kibana, developers must look for “CorrelationID” which maps the “TrackingId” used in API.

Note: The implementation of the "TrackingId" is optional and the value must be GUID only. Supported in API 1.0 as well.

This can be used for:

Related API Calls
Async operations
Bulk operations
Status check operations

ICI Add-ins Enhancement Details

668859 – Enhancing filtering and searching of clauses

ICI users may need to modify an agreement as per business requirements by adding a clause. The clauses are displayed by “Clause Group” in the clause library by default and then searched by the clause name.

Multiple filters can now be configured at the template and clause level to help users easily retrieve relevant data. This improves usability for customers having a large number of clauses and templates in their clause and template library.

Users can now:

Filter and search clauses and templates by clause metadata in the clause and template library respectively.
Filter and search clauses and templates by extended clause metadata in the clause and template library respectively.
Perform free-text search on the clause and template content.

AI Applications Enhancement Details

727318 – Enhancing AI-powered playbook in Icertis Experience for Word

ICI provides the legal playbook in Icertis Experience for Word that uses artificial intelligence to identify exceptions in the contract document and allows users to review and take corrective actions on them, and assess the risk when negotiators accept these exceptions.

The legal playbook is now enhanced and provides more options to work with the playbook from Icertis Experience for Word.

With this release:

Negotiators can easily review the playbook exceptions found in deviated agreement clauses on the “Agreement Clause” page.
Negotiators now have an option to view playbook details in a separate resizable window as the details of the playbook position for a clause can be lengthy.
As AI may not be able to find all the playbook positions for a type of a contract, an option has been added to view all playbook positions for a selected type of the contract, with options to search and filter within, so that negotiators have a ready reference for all applicable playbook positions while reviewing the contract.
Negotiators can view all the applicable playbook positions for a selected agreement clause.
Negotiators can request approval for a playbook exception from the playbook “Details” page.
Legal administrators can add a new playbook position for a type of contract or edit the existing playbook position from within Icertis Experience for Word itself.

575475 – Automating user feedback during clause review

ICI AI apps have been positioned to be intelligent assistants to help users in taking decisions when populating details for agreements. While AI discovery recommends values to users, it is expected that users would select the correct value at the time of review.

During clause review of a discovered clause, AI suggests a list of library clauses to be matched with the discovered clause. If a user selects one of them or selects a completely new clause from the library, the AI algorithm learns from such user actions. These learnings are incorporated in the next discoveries to improve the accuracy of clause recommendations.

539492 – Rearranging discovered clauses

Clauses found using DiscoverAI in an agreement document are displayed with clause categories in the “Clause Discovery” section on the web UI. Sometimes, AI may identify the clause boundaries incorrectly. Users can now review and rearrange boundaries for such clauses on the “Clause Discovery” page.

In rearrangement mode, users can:

Merge multiple discovered clauses into a single clause or split a large discovered clause into multiple clauses.
Identify a section of the discovered clause as its sub-clause.
Rearrange the clause hierarchy in case of misclassification by AI. Users can change clause hierarchy and identify a clause as a parent or child or peer of another clause(s).
Change the AI recommended category of a clause.
Choose to view only the parent clauses.

770375 – Infusing attribute discovery in agreement creation workflow

Previously in ICI, the AI attribute discovery process on agreements with third party paper was triggered on create and post-create events such as publish. Typically, users might have already entered attribute values by the time they trigger/perform the create/publish action, thereby making the attributes discovery process redundant. Also, two different attribute pages had to be maintained, with personalization and validations not being available on the attribute discovery page.

With this release, users can manually trigger the attribute discovery on the “Attributes” page itself, while uploading a third-party document, during the agreement creation process. Discovered values will then be auto-filled in empty attributes and users can view additional potential options for the discovered attributes.

Users can:

View the progress of the attribute discovery.
Identify AI discoverable attributes on the “Attributes” page of the agreement creation wizard.
View the values recommended by AI for discoverable attributes.
View the agreement document on the “Attributes” page itself, for quick validation of AI recommended values for discoverable attributes as well as attributes values already tagged in the agreement document

Note: When an attribute discovery is triggered from the “Attributes” page, a two-column attributes layout is converted to a single column layout to accommodate the agreement document view.

727312 – Clause hierarchy discovery in text PDFs

In the previous release, clause hierarchy discovery was introduced in well-formatted .docx agreements.

With this release, the clause delineation functionality has been enhanced to support text PDF documents and Word documents that do not use any styles. This enhancement helps to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and child clause individually.

Clause discovery processor is now trained to identify sections and sub-sections in Word and PDF documents up to 3 levels. Support for formatting-based clause delineation has also been extended to the Icertis Experience for Word, wherein the discovered clauses are displayed to the user in a hierarchical format.

727314 – A generalized framework to support additional languages in AI apps

In the previous release, support was provided for clause and obligation discovery for agreements in German, Spanish and Portuguese languages.

With this release, a language framework has been implemented for AI discovery which can support a large number of languages. Using this generalized framework, DiscoverAI, NegotiateAI, and DiscoverAI for legacy apps have been enhanced to support additional European languages – French, Dutch, Norwegian, and Swedish.

Along with the clause and obligation discovery support, AI models would be able to discover attributes too, in all the supported languages.

Reports Enhancement Details

514593 – Introducing the Tagged Attributes Report

With this release, a new “Tagged Attributes Report”, which helps administrators understand the complete profile of an attribute and how it has been tagged across different clauses and templates. This provides them better visibility into attribute usage and saves them considerable time.

This report, available on the “Reports” tile, can be accessed based on the security groups’ configuration. The report can be filtered using the “Select Attribute” and “Select Entity” parameters. Based on the selected entity, the following columns are displayed – Clause/Template Code, Clause/Template Name, Contract Type, Clause/Template Version, Clause/Template Created By, Clause/Template Created On, Version Updated On, Attribute tagged as Template Variable, Attribute tagged as Clause Extended Attribute and Attribute Display Name.

769602 – Displaying clause extension attribute summary in the Clause Summary Report

Previously, the “Clause Summary Report” displayed “Clause Summary” and “Clause Version Summary” sections on the report index page.

In this release, the report is being enhanced to display “Clause Extension Summary” which displays details on extended clause attributes. If the clause extended entity is defined for an ICI instance, then this report will display the information of the clause extension attributes. The “Clause Extension Version Summary” will display the latest values of clause extension attributes.

514611 – Introducing the Notifications History Report

ICI administrators can set up subscriptions for different entities, for notifications to be sent to subscribed users at the occurrence of certain events. Notifications can also be sent using the broadcast functionality. The “Notifications History Report” provides visibility into which notifications were sent, when, and to whom, by displaying an audit history of notifications for the particular entity.

The default report is available for contract requests, agreements, and associated documents, and is accessible through the left navigation pane of the details page, for an instance of the aforementioned entities. This report displays a list of notifications sent for an entity, including details such as the event that triggered the notification, the message body, subject, the To, CC, BCC recipient names, and email addresses; along with other details such as the attachment filename or sent date and time.

742607 – Providing additional localization support in reports

With this release, localization support will be provided in the Core platform, Sourcing, Obligation Management, and Insights SSRS report, in the following areas:

Contract type names, if the respective entity has locale resource key values in the database.
Drop-down with Yes/No values.
Graph and Time zone tooltips, if present in the report.
Column headers.
Any error or validation messages.
Informative messages such as “No data available”.

583297 – Filtering additional reports by agreement status

Previously the "Agreement Status" filter was available for the “Agreements Pending Approval Report”, “Expiring Agreements Report”, “Average Agreement TurnAroundTime Report” and “Expired Agreements Report”.

This filter is now also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.

746607 – Enhancing the Cycle Time Report

The “Cycle Time Report” displays the cycles for contract requests, agreements, agreements with contract requests, and the change of status for each entity from the date of creation to the date of execution, as well as the elapsed time. This enables users to get the turnaround time for tasks and take corrective actions wherever necessary.

With this release, an “Organization Unit” filter is being introduced in this report for users to derive the desired information.

737196 – Adding hyperlink in PowerBI for agreement code

With this release, the user creating a PowerBI report can hyperlink "Agreement Code" using conditional formatting with the Web URL option, so that on clicking an agreement code, the user is navigated to the corresponding agreement in ICI.

Integration Details

605434 – Providing a unified flexible signature process

Signing agreements is often a combination of manual signatures and electronic signatures. ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.

Introducing the hybrid signature process allows users to use manual and electronic signature mode in a single transaction.

Note: If the DocuSign console is enabled, then the user has the provision to tag the signatories after manual signatures. For other signature modes, ICI relies on the provisions facilitated by your signature provider.

Enabling DocuSign console with ICI that allows users to:
- Add and modify the signatories.
- Change the signature sequence.
- Preview documents in the DocuSign console.
- Tag signatories in the DocuSign console.
- Use Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES) in DocuSign.

641289 – Allowing parallel signatures using DocuSign

Previously, DocuSign integration provided support for sequential signatures.

This capability has now been improved to allow parallel signatures, so that multiple signatories can sign the agreement simultaneously, thus reducing the overall turnaround time for the complete signature process.

Parallel signatories can now be configured using rules or the DocuSign console.

701825– Supporting multiple vendors for electronic signature

Previously, ICI supported one signature vendor within one instance of ICI.

Now, users have the flexibility to not only select multiple electronic signature vendors in the same instance but also select the signature provider at the agreement level, based on the business requirements.

Users now have the flexibility to:

Configure any number of signature providers for a single ICI instance, as per business requirements.
Select the signature provider of choice, at the agreement or amendment level.
Define standard rules and conditions to automatically select the signature provider of choice, based on the organizational needs.
Use multiple accounts of the same signature provider or multiple accounts of different signature providers.

751651 – Publishing success/failure notification message on ASB post data sync from Salesforce

Sales agreements with customers are created in Salesforce using the ICI adapter for integration. Previously, users had to click “Assemble Contract” to sync data and reflect any agreement document changes.

With this release:

Document assembly or notification to third party applications can be triggered by consuming the notification message posted on ASB via custom task implementation. The changes will reflect in the generated agreement document once the instance and associations are synced, without clicking “Assemble Contract”.
Upon completion of data sync for an opportunity, the Salesforce data sync task raises a “Data Sync Passed/Failed” event on the Azure Service Bus (ASB) upon completion of data sync for each ICI entity related to the given opportunity. The message posted on ASB will display details such as Opportunity ID, ICI entity SysId and time stamp, among other information.

796155 – Enhancements to the data flow between Salesforce/MS CRM and ICI

Previously, when changes were made to any Salesforce entity, then the data would sync in all related ICI contracts/requests, irrespective of their state in ICI. For example, contracts in the "Waiting For External Signature" state would not be updated via ICI UI but would get updated via data sync.

With this release:

Changes made to a record of an entity (for example, “Opportunity”) in Salesforce will not sync to corresponding ICI contracts if they are in “Waiting For External Signature”, “Waiting For Internal Signature” or “Expired” states.
The data will sync only for tracking attributes if the contract is in the "Executed" state.

These enhancements to the data flow, done for configurability and consistency with the ICI user interface, will ensure that the ICI UI and the template document will always be in sync and there are no compliance issues.

674469 – Generating ICI notifications and enhancing Salesforce data sync

An alert mechanism is introduced for monitoring success and failure in Icertis Experience for Salesforce integrations, using ICI/Email notifications, so that end-users get notified about success/failure in data sync.

With this release:

Customers will get success/failure ICI notification for data sync as well as reverse sync; and if there are any failures/exceptions in the sync process (data/reverse), the system will retry the respective operation, based on the configured retry count.
Additional logging has been introduced for ICI-Salesforce integration messages. Depending on the message type (success/failure), the Kibana logs will contain correlation ID, status, and JSON details.

679797 – Supporting JWT Bearer OAuth flow in Salesforce adapter with added support for Modified By use

Effective password management is an integral part of any corporate security policy. However, there are some risks involved in using user IDs and passwords for authentication and authorization of production systems in an enterprise. Security organizations also have stringent security policies which do not approve user Id or password authentication process.

With this release, support is provided for JWT (JSON Web Token) Bearer OAuth, a secure authentication and authorization process. This makes the ICI integration with Salesforce more secure as the actual “Modified By” user from Salesforce is set as “Modified By” user in ICI for the corresponding ICI records during data sync.

When entities in Salesforce are updated by a user, the process builder sends a message to the ASB queue with minimal data such as entity Id. ICI task service picks the message, obtains integration user credentials from JSON or AKV, and makes an API call to Salesforce to fetch the changes. There are no user interactions involved in this asynchronous process, the task service uses the service user login to update the ICI records.

Users have the option to choose the authentication mechanism to be used. The system will provide support for backward compatibility of the old username and password flow.

749083 – Supporting OAuth in the MS CRM adapter

Previously, reverse data sync flow in MS CRM used service user login credentials to invoke MS CRM APIs when data was updated in ICI.

ICI now uses the client ID and secret key, instead of user ID and password, for the authentication/authorization process between MS CRM and ICI. The server-to-server OAuth support is provided, so that the adapter and task service will use client Id and secret key from AKV, invoking MS CRM APIs.

Users will have the option to choose the authentication mechanism to be used. The system will provide support for backward compatibility of the old username and password flow.

ICI Platform Tools Details

514636 – Enhancing P2P Tool in ICI Admin user interface

With this release, enhancements have been made in ICI to support additional entities for a seamless P2P experience. This functionality, provided to administrators, can promote configurable entities in pre-production environments to target environments, thus reducing the manual efforts.

The following entities are now supported:

Organizations (Orgs), Organization Groups (Org Groups)
Users, User Groups, Security Groups
Role Action Mapping
Currencies
Reasons
Attribute Group
SLA Matrix
Notification Category
Default Search Columns
Cascade Team
Application Settings
Global/Admin Saved Searches

Note: Customers using ICI versions before 7.15 will need to upgrade to use this feature.

Partner Enablement

703386 – Icertis Software Development Kit for Partner Enablement

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations and maximize customer satisfaction. In release 7.12, we introduced the Software Development Kit (SDK) to provide the resources and tools needed while implementing ICI.

As part of our continuous efforts to support our partners, we have upgraded the following documents for this release:

ICI Coding Guidelines (version 2): This document helps developers to follow specific guidelines and best practices while coding. The database coding guidelines have now been added.

ICI Customization and Use Cases (version 2): This document explains how to perform customizations and provides some sample use cases that will help understand how to implement and execute ICI customizations. The document has been updated to support typescript.

Working with ICI Tasks: Updated for the 7.15 release.

Working with ICI Hooks: Updated for the 7.15 release.

ICI Developer Library: Updated for the 7.15 release.

Local Environment Setup using ICI Binaries: Updated for the 7.15 release.

'Self-Serve Tools:' Updated for the 7.15 release.

Technical Requirements for Release 7.15

The Icertis Contract Intelligence (ICI) Proposal Management application can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available in all environments.

The software and hardware requirements for the client system as well as mobile application are listed in the table below.

Known Issues

This section includes some issues that we are aware of and plan to resolve at the earliest:

Contents

ICI Release Notes - Release 7.15[edit]

Overview of Release 7.15[edit]

ICI Application Enhancements[edit]

Mobile App Updates[edit]

ICI API Enhancements [edit]

Enhancements to ICI Add-ins [edit]

Enhancements to Artificial Intelligence Applications in ICI[edit]

Enhancements to Reports[edit]

Integrations[edit]

ICI Platform Tools[edit]

Partner Enablement[edit]

Technical Requirements for Release 7.15[edit]

Latest revision as of 04:14, 27 January 2021

Contents

ICI Release Notes - Release 7.15

List of Enhancements 7.15

ICI Application Enhancement Details

Mobile App Enhancement Details

ICI API Enhancement Details

ICI Add-ins Enhancement Details

AI Applications Enhancement Details

Reports Enhancement Details

Integration Details

ICI Platform Tools Details

Partner Enablement

Technical Requirements for Release 7.15

Known Issues

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@@ Line 2: / Line 2: @@
 = ICI&nbsp;Release Notes - Release 7.15 =
-== Overview of Release 7.15 ==
+== List of Enhancements&nbsp;7.15 ==
 The 7.15 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. It strives to enhance user experience, intelligence, analytics, intuitiveness and usability by continually improving ICI functionalities and the user interface.
@@ Line 10: / Line 10: @@
 *<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>
 **'''''User Experience'''''
-***Introducing &nbsp;the ability to preview an agreement at the verifications stage, allowing users to have a comprehensive look before publishing the contract. This will help users to make updates to respective sections and understand the impact before contract creation.
+***To ensure that the agreement document is generated with the correct clauses and metadata, we now can preview an agreement from the pre-draft stage to the Approved stage, enabling a comprehensive review before publishing the contract.&nbsp;
-***Providing &nbsp;localization support to reason codes, as per the logged in user language, thus improving the experience for new and potential customers globally.
+***Improved usability for the global user base and their individual UI language preferences via expanded localization coverage which now includes support for localized “Reason Codes”.
-***Enhancing the search option on index pages, so that external users can easily search records and derive more refined results.
+***Friction-free collaboration enabled via the Collaboration Portal’s external user interface which now enables external users to search contract requests, agreements, associations and masterdata records.&nbsp;
-***Displaying tagged agreement and template clauses on the respective pages in ICI Web and Icertis Experience for Word, in the same order as they are tagged inside the agreement document or template, providing a seamless user experience.
+***Improved document review process where the display order for clauses in the ICI web and in Icertis Experience for Word match the order in which the clauses are configured in the respective template and generated agreement. &nbsp; &nbsp;
-***Viewing amendments in the grid view by default, for ease of use.
+***Improved usability whereby the attribute multi-selection interface, when creating an agreement, can be configured as either radio buttons or checkboxes to tailor the agreement creation experience per the contract type.&nbsp;
-***Improving the scroll length and width dynamically for multi-select and choice attributes, for better usability, data input and post-selection data review of entities, for improved experience.
+***Amendments to an agreement are now viewable in a grid-view in addition to the current tile view. This provides more information and enables standard grid view functionalities such as search, filter, and export.&nbsp;
-***Providing the ability to configure alternate user interface (UI) control for drop-downs of choice attributes (radio button for single-select, checkbox list for multi-select) at contract type, global attributes and template variable levels.
+***Improved usability where the sequence of values displayed in a masterdata lookup drop-down can now be configured to have the most frequently accessed values available at the top of the list.&nbsp;<br/> &nbsp;
-***Defining the display sequence for masterdata records at the contract type level, using a seeded display sequence attribute, for easy and faster selection.
-**'''''Workflow Enhancements'''''
+*'''''Workflow Enhancements'''''
-***Introducing &nbsp;the ability to create instances of associations as part of the agreement creation wizard itself, thereby considerably improving usability.
+**Greatly improved system availability during Publish operations where now only the contract types being published are not available during this system operation as opposed to the whole system being unavailable.
-***Allowing &nbsp;creation or initiation of the termination process from the contract request using role action mapping, thus providing a coherent user experience.
+**Improved usability including the ability to create instances of associations as part of the agreement creation wizard itself.
-***Viewing clause extension attributes on the agreement entity for easy reference.
+**To continue bringing Extension Attributes capabilities at par with regular attributes, these are now quickly viewable for easy reference in the agreement entity’s “Agreement Clauses” tab.
-***Approving or rejecting agreements from within the email itself, thus reducing turnaround time for approval cycles.
+**Agreements can be Approved or Rejected from within an agreement notification email itself making it faster to take actions on an agreement and reducing turnaround time for approval cycles.&nbsp;
-***Reviving terminated agreements by adding amendments, instead of creating new agreements from scratch.
+**Expanded contract request experience now includes the ability to request Contract Terminations.
-***Terminating agreements in bulk using the bulk actions process, thereby reducing manual errors and saving the time in terminating agreements one by one.&nbsp;
+**Bulk actions support now extended to Terminating agreements in bulk to support situations that require it, such as regulatory changes, or business partner insolvency. &nbsp;
-***Allowing administrator to set preferences at the time of user creation or updation, as default, according to their locations, so that ICI users can access the system with appropriate details as default after first login. &nbsp;
+**To save time when re-instantiating a terminated agreement, due to reasons such as reviving a business relationship, you can now do so by simply adding amendments to the terminated agreement rather than by having to create a new agreement from scratch.
-***Adding custom labels to external, internal and fully signed copies of agreement document versions, making them easily identifiable.
+**Simplified administration of the first run default user preference which can now be pre-set or updated for users based on their location or department.
-***Allowing users to skip uploading documents to move agreements from “Waiting For Signature” to “Executed state”, thereby speeding up the process when executing a large volume of documents.
+**Simplified signature status labels of “External”, “Internal,” and “Fully Signed” are shown in agreement versions.
-***Allowing sharing associated documents as part of the various email notifications that get triggered for the agreement, rather than having to share them separately.
+**Enhanced flexibility when executing a large volume of contracts by not requiring the immediate upload of documents to change the status to “Executed”. Instead, the agreement status will change from “Waiting For Signature” to “Executed – Document Upload Pending”.
-***Providing a separate data management user interface to manage workload, so that users can replace a user on supported &nbsp; entities with one or more users, by selecting a subset of an entity &nbsp; or on all instances of the entity, for all records available for the user.
+**Enabling sharing of Associated Documents as well via the email notifications that are triggered for an agreement.
-***Defining common agreement attributes for a contract type that can be copied to amendments, by enabling the “Is Inherit On Amendments” flag, at the agreement contract type and template variable level.
+**For organizational changes or employee turnover, we now provide a data management interface that enables replacing users with multiple users on supported agreement entities.
-***Providing the capability to control the supersede functionality for agreements by configuring rules.
+**Support for granularly defining which agreement attributes for a given contract type should be cascaded to the agreement’s amendments via the “Is Inherit On Amendments” flag at the agreement contract type and template variable level.
-***Defining multiple and complex conditions to display attributes on the ICI UI dynamically based on business scenarios.
+**In addition to the currently available functionality of all attributes to be superseded capability, we now offer the ability to selectively supersede an attribute through rules.&nbsp;
-***Providing the capability of showing or hiding the “No Team Available” message to minimize the number of clicks.
+**Conditional attributes’ comparison operators now support multiple complex conditions to dynamically display attributes based on a range of business scenarios.
-***Supporting special characters in the attribute display name for contract requests, agreements, associations and masterdata.
+**Simplifying agreement workflow navigation by enabling the option to show a “No Team Available” message during workflows when a team is not needed.
-***Providing the ability to download all amendments of an agreement in separate folders, named “Amendment_1”, “Amendment_2”, and so on, within the downloaded zip package for ease of access.
+**Expanded support for special characters in the Attribute display name for contract requests, agreements, associations and masterdata.
-***Supporting larger files for masterdata and associations.
+**Selectively download amendments with the corresponding parent and child associations in a zip package with corresponding sub-folders.&nbsp;
-***Providing faceted filters using string operators such as “Contains”, “Starts With”, “Does Not Contain” to the “Business Status” search filter, for more targeted results.
+**Larger file size support when uploading (4GB) and downloading (6GB) larger files for masterdata and associations.&nbsp;
-***Improving the parsing logic in ICI for handling string combinations with special and alphanumeric characters.
+**Boost smart filter creation using string operators such as “Contains”, “Starts With”, “Does Not Contain” for the “Business Status” search facet.
-***Providing the ability to configure filter on a lookup attribute &nbsp; with the “IN” operator on agreement contract type and template variables.&nbsp;
+**Expanded support for automating the bulk upload of clauses and templates reducing the dependency on manual approvals and delays in onboarding clauses and templates.
-***Enhancing the contract type publish capability, so that the published contract types are not available at the time of contract creation.
+**Enhanced configurable labels for peer associations that define the contractual relationship. (such as, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on.).
-***Providing automation to supporting bulk upload of clauses and templates, thus reducing the dependency on manual approvals and delays in onboarding clauses and templates.
-***Allowing users to add custom labels for peer associations that define various business relationships in the context of contracts (such as, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on.).
+&nbsp;
 *<span style="color:#800080;">'''Mobile App Updates'''</span>
-**Enhancing &nbsp;the “Refresh” functionality for “Tasks” and “Commitment” tabs, to improve usability and the user experience for mobile app users.
+**Enhancing the “Refresh” functionality for “Tasks” and “Commitment” tabs to continually show the latest changes in the status for mobile app users.
-**Updating the logo and attributes in the mobile app as per the new ICI branding guidelines.
+&nbsp;
 *<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>
-**Providing script attributes as cascaded attributes for lookup fields and configuring them at the contract type level. This is applicable for retrieval, creation and updation of the instances of contract requests, agreements, associations and amendments.
+**Improving the filtering and searching capability which now supports searching text inside clauses or templates to allow more powerful deep searches especially when searching across large libraries.&nbsp;
-**Adding the identifier “createCorrelationId” which can be passed by subsequent APIs for correlating from logging perspective, to ensure that the existing implementation and code does not break.
+**Improved labeling of internal, external, and fully signed copies of agreements for easy identification of an agreement version.
-**Provisioning success or failure message for workflow operations.
+**Defining and updating clause groups as per business requirements for easy categorization and management.&nbsp;
+&nbsp;
 *<span style="color:#800080;">'''Enhancements to ICI Add-ins'''</span>
 **'''''Icertis Experience for Word'''''
-***Supporting &nbsp;online editing for agreement documents, and allowing contract owners to enable a subset of authorized users to participate and better control which team member can participate in the editing session.
+***Improving the filtering and searching capability with support for searching text inside clauses or templates to allow more powerful search especially when searching across large libraries.&nbsp;
-***Improving the filtering and searching capability, so that users can easily retrieve the desired template and clause record, thus improving usability for customers handling large number of clauses and templates in the respective libraries.
+***Improving labeling of internal, external, and fully signed copies of agreements for easy identification of an agreement version.
-***Improving labeling of internal, external and fully signed copies of agreements for easy identification.
+***Defining and updating clause groups as per business requirements for easy categorization and management.&nbsp;
-***Defining and updating clause groups as per business requirements for easy categorization and management.&nbsp;
-***Allowing tagging of clause extended attributes inside clause along with the metadata while creating or modifying clauses.
+&nbsp;
-***Allowing updation of all or selected templates with the latest version of the clause whenever a clause is modified, thus eliminating the need to manually do so.
 *<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>
-**Enhancing the AI powered legal playbook to provide more options to open the “Details” page on a larger window, and add deviations as well. All the playbook positions for a contract type now have the option to search and filer, and users can create or edit the playbook records based on their authorization. In addition, they can manage it from within Icertis Experience for Word.
+**Multiple enhancements to the AI-powered legal playbook capabilities:
-**Improving the clause delineation logic to merge or split discovered clauses or selected text in a clause, and create a sub-clause within a discovered clause.
+***Improved usability by enabling larger window views of the “Details” page and also including deviations.&nbsp;
-**Extending the support of formatting-based clause delineation in WordAI to PDF documents, for easy identification of section-based clauses to improve legacy migration.
+***All the playbook positions for a contract type now have the option to search and filter.&nbsp;
-**Improving discovery based on the user’s actions on attributes and clauses, to be able to use them in subsequent discoveries.
+***Administrators can create a new playbook record or update the existing one from within Icertis Experience for Word itself.
-**Providing support for additional languages such as “French”, “Dutch” and “Swedish” in AI apps, for playbook discovery and contract highlights.
+**Improving the clause delineation logic so that users can rearrange the AI identified clause boundaries. You can now merge or split discovered clauses or selected text in a clause and also create sub-clauses within the discovered clause.
-**Allowing users to manually trigger attribute discovery on the agreement “Attributes” page itself, while uploading third party paper, when creating or editing agreements, thus reducing the overhead of maintaining two different attributes pages.&nbsp;
+**Extending the clause hierarchy discovery feature to support text PDFs in addition to .docx documents.&nbsp;
-**Introducing the DiscoverAI rules engine framework to quickly configure custom rules for obligations, attributes and playbook discovery.&nbsp;
+**Improving library clause recommendations for discovered clause based on learnings from user’s action in previous discoveries.&nbsp;
-**Improving &nbsp;and optimizing performance of ML service to simplify deployment and run the workload on demand, with zero or less management of infrastructure.
+**Providing support for additional languages including “French”, “Dutch”, “Norwegian” and “Swedish” in AI apps.
+**Enabling users to flexibly leverage AI on-demand by manually triggering attribute discovery on an agreement from the “Attributes” page to accelerate workflows. Discovered values will be auto-filled in empty attributes, instead of redundant manual entry.
+**Enhancing and optimizing the performance of Machine Learning services to simplify deployment and run the workload on-demand while significantly reducing infrastructure management needs.
+&nbsp;
 *<span style="color:#800080;">'''Enhancements to Reports'''</span>
-**Introducing the “Tagged Attributes Report”, enabling administrators to understand the complete profile of an attribute and its utilization across clauses and templates.
+**Introducing the “Tagged Attributes Report” enabling administrators to understand the complete profile of an attribute and its utilization across clauses and templates. This will help the Legal/admin users to assess the impact of configuration changes to the clauses and templates.&nbsp;
-**Introducing the “Notifications History Report” for an entity, enabling users to track notifications sent to users.
+**Introducing the “Notifications History Report” for an entity, enabling users to track what notifications were sent to which recipient and when. This provides better visibility and compliance for the users.
-**Providing the ability to filter the “Agreement Deviation Report” and “Agreements Pending Execution Report” by “Agreement” status.&nbsp;
+**Providing the ability to filter the “Agreement Deviation Report” and “Agreements Pending Execution Report” by “Agreement Status”.
-**Enhancing the “Clause Summary Report” to display information on extended clause attribute version.
+**Enhancing the “Clause Summary Report” to display information on Extended Clause Attributes as well.
-**Adding an “Organization Unit” filter in the “Cycle Time Report” for users to be able to derive desired information.
+**Adding an “Organization Unit” filter in the “Cycle Time Report” to enable deeper analysis. &nbsp;
-**Improving the “Agreement Clause Content Report” so that duplicate clause text is removed and only a single record is displayed, thus improving usability.
+**Adding a new column in PowerBI for “Agreement Code” which navigates the user to the agreement in ICI.
-**Adding a new column in PowerBI for “Agreement Code” which has a hyperlink that navigates the user to the agreement in ICI.
+**Multiple localization enhancements within reports.
-**Enhancing localization support in reports.
+&nbsp;
 *<span style="color:#800080;">'''Improving the Icertis Experience'''</span>
 **'''''Signature Workflow'''''
-***Improving the electronic signature process when using DocuSign to provide a unified flexible signature workflow. This hybrid signature process enables users to add and modify signatories, preview the DocuSign console and tag signatories in the console. Support has also been provided for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES).<br/> Enabling ICI platform to support more than one esignature vendors at the same time, to execute agreements and amendments, thus improving flexibility for users.<br/> Supporting parallel signatures in DocuSign to reduce the overall turnaround time for the complete signature process. &nbsp;
+***Improving the electronic signature process when using DocuSign to provide a unified flexible signature workflow. This hybrid (manual and/or electronic) signature process enables users to add and modify signatories, preview the DocuSign console, and tag signatories in the console. Support has also been provided for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES).
+***Enabling the ICI platform to support more than one E-signature vendors at the same time, to execute agreements and amendments, thus improving flexibility for users.
+***Supporting parallel signatures in DocuSign to reduce the overall turnaround time for the complete signature process.&nbsp;<br/> &nbsp;
 **'''''Icertis Experience for Salesforce'''''
-***Providing the ability to send success and failures alerts for improved monitoring of messages.
+***Providing the ability to send success and failure alerts for improved monitoring of messages.
 ***Triggering document assembly for automatic data sync and displaying completion notification.
-***Supporting OAuth in Salesforce adapter for a more secure authentication and authorization process.
+***Supporting OAuth in Salesforce adapter for a more secure authentication and authorization process.<br/> &nbsp;
 **'''''Icertis Experience for MS CRM'''''
-***Providing server-to-server OAuth support, so that the adapter and task service will use client Id and secret key from AKV, invoking MS CRM APIs.&nbsp;
+***Providing server-to-server OAuth support, so that the adapter and the task service will use ‘client Id’ and ‘secret key’ from AKV, invoking the MS CRM APIs.
+&nbsp;
 *<font color="#800080">'''Enhancements to Platform Tools'''</font>
-**Enhancing ICI to support additional entities such as orgs, org groups, users, security groups, role action mapping, currencies, reasons, attribute group, SLA matrix, notification category, default search columns, cascade team, application settings and admin saved searches.
+**Enhancing ICI to allow administrators to promote additional configurable entities from pre-production to target environments. These include organizations and organization groups, users and user groups, security groups, role action mapping, currencies, reasons, attribute group, SLA matrix, notification category, default search columns, cascade team, application settings, global and admin saved searches.
+&nbsp;
 *<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>
 **With this release, the following SDK documentation has been upgraded for this release – ICI Coding Guidelines, ICI Customization and Use Cases, Working with ICI Tasks, Working with ICI Hooks, ICI Developer Library, Local Environment Setup using ICI Binaries and Self-Serve Tools.
-These release notes provide an overview of the enhancements to ICI, the mobile app, ICI experience for integrations, and so on.
+These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.
 &nbsp;
-== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancements</span> ==
+== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
 <span style="color:#800080;">'''514613 – Introducing the ability to preview agreements before publishing'''</span>
-Previously, contract owners had to view the first version of an agreement in order to get a comprehensive view of the agreement that they had created.
+Previously, contract owners had to create the first version of an agreement to get a comprehensive view of the agreement.
-With this release, a preview functionality is being introduced, so that primary owners or contract creators can review whether the selected template is appropriate, the rule-based clauses have been correctly added to the agreement, among other factors, and make changes to the agreement before the version is created.&nbsp;
+With this release, a preview functionality is being introduced, so that the primary owner or contract creator can review whether the selected template is appropriate, the rule-based clauses have been correctly added to the agreement, among other factors, and make changes to the agreement before the version is created. The preview document would also include tagged associated documents, coming through inline or inheritance associations.
-A “Generate Preview” button has been introduced on the “Verify stage” of agreement creation, before publishing or updating the document. The PDF preview is for indicative purposes only and is not an agreement version. Associated documents, coming through inline associations, for example, will also be included and displayed in the preview document.
+A preview section is available on the “Verify” stage of agreement/amendment creation, before publishing or updating the document. The PDF preview is for indicative purposes only and is not an agreement version. The preview is available till the Approved state of the agreement/amendment.
-'''Note: '''The preview functionality is configurable and will not be available by default.
+'''Note: '''This functionality is configurable. It is not available by default and can be enabled or disabled for chosen contract types.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 1.png|720px|7.15 Release Notes Screenshot 1]]</div>
 &nbsp;
-<span style="color:#800080;">'''575640 – Creating associations on create or edit wizard of agreement'''</span>
+<span style="color:#800080;">'''575640 – Creating associations on the create or edit wizard of agreement'''</span>
-Previously in ICI, contract authors had to create associations for agreements using the association management functionality. However, in practical terms associations such as annexures, supporting documents, SLAs, product specifications, rate tables, and so on, are all an inherent part of agreement information that is critical to business.
+Previously in ICI, contract authors had to create associations for agreements after the agreement is already created. However, in practical terms associations such as annexures, supporting documents, SLAs, product specifications, rate tables, and so on, are all an inherent part of agreement information that is critical to the business, and some associations are required to be created along with the agreement.
-In view of this, the ability to create association instances as part of agreement creation is being introduced in this release. A separate page is displayed to the user during agreement or amendment creation to create, view or delete inline associations. The user also has an option to select the columns and their order in the association grid.
+Hence, the ability to create association instances as part of agreement creation or update wizard is being introduced in this release. A separate page is displayed, when creating or updating the agreement or amendment, for the user to create, view, or delete inline associations. The user also has an option to select the columns and their order in the association grid.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 2.png|720px|7.15 Release Notes Screenshot 2]]<br/>  <br/> This new page also supports page navigation. Support is also provided to copy attribute rules, association events, and agreement assembly, in case associations are tagged in the agreement template.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 Release Notes Screenshot 3.png|720px|7.15 Release Notes Screenshot 3]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><span style="color:#800080;">'''549900 – Supporting localized reason code values as per logged in user language'''</span></div>
-Support is also provided to copy attribute rules, association events and agreement assembly, in case associations are tagged in the agreement template.
+Adapting existing products to new markets through translation and localization is the key to global growth. The localized versions of the product improve the overall user experience and help to better connect with new and potential global customers.
+<div class="image-green-border">ICI now extends its localization support to reason code values. Administrators can enter the translated values in the local language, for each reason code, using the “Translations Editor” tool.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 Release Notes Screenshot 4.png|720px|7.15 Release Notes Screenshot 4]]</div>
-<br/>  <br/> <span style="color:#800080;">'''549900 – Supporting localized reason code values as per logged in user language'''</span>
+Users can see localized reason codes as per their preferred language settings.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 5.png|720px|7.15 Release Notes Screenshot 5]]</div>
-Adapting existing products to new markets through translation and localization is the key for global growth. The localized versions of the product improve the overall user experience and helps to better connect with new and potential global customers.
+The reason code will be displayed in English if there are no local values available in the ICI system for that specific reason code.
-ICI now extends its localization support to reason code values. Users can see localized reason codes as per their preferred language settings. Administrators can enter the translated values in the local language for each reason code using the “Translations Editor” tool. The reason code will be displayed in English if there are no local values available in the ICI system for that specific reason code.
 &nbsp;
-<span style="color:#800080;">'''614944 – Initiating termination for parent agreement from contract request'''</span>
+<span style="color:#800080;">'''614944 – Initiating termination for parent agreement from the contract request'''</span>
-In ICI, to terminate an agreement, users create and execute a termination agreement on a main agreement. ICI has now extended this capability to contract requests also.&nbsp;
-Users can enable the termination process at contract type level using the seeded attribute "Request for Termination", select the parent contract request, and create the termination contract on a contract request. The termination instance for contract request will have all the common attribute values inherited, if the inheritance is enabled. The termination record will be displayed as a peer association under the “Association” tab for the contract request.&nbsp;
-The access privileges for the contract requests termination process is controlled through role action mapping.
+In ICI, users create and execute a termination agreement on the main agreement instance to terminate an agreement. ICI has now extended this capability to initiate the termination from contract requests too.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 6.png|720px|7.15 Release Notes Screenshot 6]]</div>
+Users can now enable the termination process at the contract type level using the seeded attribute "Request for Termination", select the parent contract request, and create the termination contract on a contract request. The termination instance for the contract request will have all the common attribute values inherited if the inheritance is enabled.&nbsp;
+The termination record will be displayed as a peer association under the “Association” tab for the contract request. The access privileges for the contract requests termination process is controlled through role action mapping.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 7.png|720px|7.15 Release Notes Screenshot 7]]</div>
 &nbsp;
 '''<span style="color:#800080;">506398 – Enabling search for external users with login privileges</span>'''
-ICI’s collaboration portal allows external users with login privileges to access the platform and perform tasks assigned to them within ICI itself.&nbsp;
+ICI’s collaboration portal allows external users with login privileges to access the platform and perform assigned tasks within ICI itself.&nbsp;
-In our continuous effort to improve usability, a search option has been introduced on index pages, so that external users can easily search records. To perform a more refined search, the attributes displayed as columns of the search grid are included as facets in the filter options. This is applicable to index pages of contract requests, agreements, associations and masterdata.<br/> '''Note:&nbsp;'''This is not applicable for:
+In our continuous effort to improve usability, a search option has been introduced on contract requests, agreements, associations, and masterdata index pages, so that external users can easily search records. The attributes displayed as columns of the search grid are included as facets in the filter options to perform a more refined search.
-*Global search.
+&nbsp;
-*Attribute group privilege restrictions on search results, filters and categories.<br/> &nbsp;
-<span style="color:#800080;">'''514605 – Supporting extended clause attributes in agreements and reports'''</span>
+<span style="color:#800080;">'''514605 – Supporting extended clause attributes in agreements'''</span>
-In ICI, users capture additional details for a clause in the extension attributes. &nbsp;
-With this release, users will be able to view these clause extension attributes on the agreement entity for easy reference while working with agreements.&nbsp;
+In ICI, users can capture additional details for a clause in extension attributes. With this release, users can view these clause extension attributes on the agreement entity for easy reference while working with agreements.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 8.png|720px|7.15 Release Notes Screenshot 8]]</div>
 Users can now:&nbsp;
+*Select and save extension attributes to display in the grid view, via the “Default Search” column functionality.
 *View additional clause attributes on the “Agreement Clause” and “Clause Approver” tabs.
-*View the hyperlink “Show Clause Information”, which displays all clause extension attributes in a separate window.
+*View the hyperlink “Show Clause Information”, which displays all clause extension attributes along with clause attributes, in the same window.
-*Select and save extension attributes to display in the grid view.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 9.png|720px|7.15 Release Notes Screenshot&nbsp;9]]</div>
-*View clause extension attributes in the “Clause Profiling Report”.
+&nbsp;
-<br/> <span style="color:#800080;">'''514615 – Approving a contract from emails'''</span>
+<span style="color:#800080;">'''514615 – Streamlining&nbsp;the approval process over emails'''</span>
-Email notifications, in ICI, allow users to customize text, add tags (attributes) inside the email body, define recipients, and so on. This capability has been further enhanced such that approvers can directly approve or reject an agreement from within the email itself, as part of the approval or request review process, thus reducing the overall turnaround time and increasing efficiency.
+The approval process has now been streamlined by allowing approvers to directly approve or reject an agreement from within the email itself, through a hyperlink to the webpage, instead of logging in to the system to do so. External users, who do not have access to ICI can now review or approve the documents from the notification email, instead of sending offline copies to do so and then uploading them to ICI. This reduces the overall turnaround time and increases productivity.&nbsp;
-They can also add notes on approval, add reason code on rejection, and enable download or upload of the agreement document along with comments. This is applicable to contract requests, agreements, associations, amendments, masterdata, templates, clauses and user information instances.
+The internal users are authenticated through the SSO/IDP before opening the page where the actions are to be taken. The external users are authenticated by sending them a code in the email, which has limited validity.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 10.png|720px|7.15 Release Notes Screenshot&nbsp;10]]</div>
+With this release:
+*Administrators can add tag an Approve/Reject link in the notification template.
+*Approvers/reviewers can download the agreement, modify it and upload it back to ICI based on the access provided.
+*Approvers can approve/reject the agreement or amendment from the email, only if the task approval or review is assigned to them. Based on the access, the user can approve or reject the agreement by entering notes or reasons for rejection respectively.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 11.png|720px|7.15 Release Notes Screenshot]]</div>
 &nbsp;
 <span style="color:#800080;">'''514643 – Ordering of clauses as tagged in an agreement'''</span>
-Previously in ICI, list of clauses available inside the agreement or amendment displayed clauses in a random order on the “Agreement Clauses” tab, in ICI Web and Icertis Experience for Word.
+To improve the user experience, clauses are now displayed in the same order in the agreement document as they are tagged inside the agreement, on the “Agreement Clauses” tab, in ICI Web and Icertis Experience for Word.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 12.png|720px|7.15 Release Notes Screenshot 12]]</div>
+&nbsp;
-With this release, the tagged clauses are displayed on respective pages in ICI Web and Icertis Experience for Word, in the same order in which they are tagged inside the agreement, thus making it easier for users to identify them. The order is refreshed on every upload to display the latest.
+<span style="color:#800080;">'''617385&nbsp;– Ability to define additional clause group under clause entity'''</span>
-&nbsp;
+Previously, ICI supported 3 clause groups – “Termination”, “Legal” and “None”.
-<span style="color:#800080;">'''514621 – Reviving terminated agreements'''</span>
+With this release, this capability has been further enhanced so that the configurator can configure various clause group names in ICI. These clause groups can be categorized or grouped as per business requirements for better identification and negotiations during the contract workflow.
-Users may terminate an agreement with the other party for various business reasons. To improve usability, ICI now provides the capability to add and execute amendments on a terminated agreement. This considerably saves the time for users who may want to re-instantiate their existing relationship with the other party, as they no longer need to create an entirely new agreement, and go through several workflows such as clause deviations clearance, template process, and so on.
+Administrators can now:
-Adding and executing an amendment on a terminated agreement will move the agreement back to the “Executed” or “Expired” state, based on its expiry date, thus reviving the terminated agreement. It will also revive any amendments of the base agreement terminated through the agreement termination process and move them back to their respective previous states. However, any previous amendments terminated through review process will remain in the terminated state. &nbsp;
+*Define and update clause groups.
+*Edit, delete, activate or deactivate clause group entities.
+*View additionally added clause group values in the clause entity when creating or editing a clause.
+*Search agreement records or clauses on the index page on clause group attributes with added values.<br/> &nbsp;
-Users can set an identifier attribute "Is Termination Revived" for such revived base agreements and use them in search filters, configuring saved searches, notification rules, and so on.
+<span style="color:#800080;">'''514621 – Reviving terminated agreements'''</span>
+Users may terminate an agreement with the other party for various business reasons. To improve usability, ICI now provides the capability to add and execute amendments on a terminated agreement. This considerably saves time for users who may want to re-instantiate their existing relationship with the other party, as they no longer need to create an entirely new agreement and go through several workflows such as clause deviations clearance, template process, and so on.
-'''Note: '''By default, only primary owners and contract managers can add an amendment to the terminated agreement. The access privileges are controlled through role action mapping.&nbsp;<br/> &nbsp;
+Adding and executing an amendment on a terminated agreement will move the agreement back to the “Executed” or “Expired” state, based on its expiry date, thus reviving the terminated agreement. The system sets an identifier attribute "Is Termination Revived" for such revived base agreements, and users can use them in search filters, notification rules while configuring saved searches, and so on.
+'''Note: '''By default, only primary owners and contract managers can add an amendment to the terminated agreement. The access privileges are controlled through role action mapping.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 13.png|720px|7.15 Release Notes Screenshot 13]]<br/> &nbsp;</div>
 <span style="color:#800080;">'''514625 – Terminating agreements in bulk'''</span>
-Users may need to terminate agreements in bulk in many business scenarios such as regulatory changes, changes in product offerings, and so on. Users can now initiate termination of agreements in bulk, thereby reducing the manual errors and saving the time to terminate agreements one by one. Bulk termination is carried out using ICI’s existing “Bulk Actions” process. The termination related attributes will be pre-selected, and the Workbook for the bulk action batch will be generated with the executed agreement records from the saved search, as per the selected contract type and termination contract type.&nbsp;
+Users may need to terminate agreements in bulk in many business scenarios such as regulatory changes, changes in product offerings, and so on. Users can now initiate the termination of agreements in bulk, thereby saving the time to terminate agreements one by one and reducing manual errors.
+Bulk termination is carried out using ICI’s existing “Bulk Actions” process. The termination related attributes will be pre-selected, and the Workbook for the bulk action batch will be generated with the executed agreement records from the saved search, as per the selected contract type and termination contract type.&nbsp;
 Users can now:&nbsp;
@@ Line 200: / Line 226: @@
 *Create termination agreements for “Draft”, “Published” or “Send for Approval” states, as per the batch Workbook configuration for bulk action.
-'''Note: '''All the prerequisite configurations applicable for the Termination workflow should also be set for the bulk termination process.<br/> &nbsp;
+'''Note:''' All prerequisite configurations applicable for the termination workflow should also be set for the bulk termination process.<br/> &nbsp;
-<span style="color:#800080;">'''555898 – Defining display sequence on lookup attributes at contract type level'''</span>
+<span style="color:#800080;">'''555898 – Defining display sequence on lookup attributes at the contract type level'''</span>
-Previously in ICI, users could not define the display order for lookup attribute’s values in a drop-down on ICI UI to reference masterdata. Users then had to scroll through all populated values in order to find the desired values during agreement creation. &nbsp;
+Previously in ICI, users could not define the display order for lookup attribute values in a drop-down on the UI that references masterdata. Users had to scroll through all the populated values to find the desired values during agreement creation. &nbsp;
-The configurators can now define and maintain the display sequence for masterdata records, starting from 1 to n, at the contract type level, using a seeded display sequence attribute. The configurators can also define the order only for selected records in the masterdata. The frequently selected values will be thus displayed at the top for easier and faster selection in lookup attributes, without the need to scroll through all values. &nbsp;
+Configurators can now define and maintain the display sequence for selected masterdata records, starting from 1 to n, at the contract type level, using a seeded display sequence attribute. The values will thus be displayed at the top for easier and faster selection in lookup attributes. &nbsp;
-This setting of display sequence is supported on create, edit and lookup search pages of contract requests, agreements, amendments, associated documents, extended clause and template entities, and template variables.
-The display will revert to the default alphabetical order if the display sequence is not configured in masterdata.&nbsp;
+This display sequence setting is supported on the create, edit, and lookup search pages of contract requests, agreements, amendments, associated documents, extended clause entities, and template variables. The display will follow the default alphabetical order if the display sequence is not configured in masterdata.&nbsp;<br/> &nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 14.png|720px|7.15 Release Notes Screenshot 14]]</div>
 &nbsp;
-<span style="color:#800080;">'''558605 – Viewing amendments in grid view on agreement details page'''</span>
+<span style="color:#800080;">'''558605 – Viewing amendments in grid view on the agreement details page'''</span>
 Previously in ICI, users could only view the agreement’s amendments in a “Tile” view, when opened from the left navigation pane on the agreement “Details” page.&nbsp;
-ICI now allows users to view amendments in “Grid” view as well, and have the capability to toggle between the grid view and existing tile view. The grid view is the default view for amendments and supports all existing grid functionalities, such as standard search, filter, column selection, pagination, export to CSV/Excel, and so on.<br/> &nbsp;
+ICI now allows users to view amendments in the “Grid” view, and toggle between grid view or tile view. The grid view is the default view for amendments and supports all existing grid functionalities, such as standard search, filter, column selection, pagination, export to CSV/Excel, and so on.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 15.png|720px|7.15 Release Notes Screenshot 15]]</div>
+&nbsp;
 <span style="color:#800080;">'''561410 – Enhancing the multi-select drop-down&nbsp;'''</span>
-The multi-select choice drop-down has been enhanced for better usability, data input and post-selection data review of contract requests, agreements, amendments and masterdata entities.&nbsp;
+The multi-select choice drop-down has been enhanced for better usability, data input, and post-selection data review of contract requests, agreements, amendments, and masterdata entities.&nbsp;
 Users can now:&nbsp;
-*View eight default options in a drop-down list (instead of six), without scrolling.&nbsp;
+*View eight options in a drop-down list (instead of six), without scrolling.&nbsp;
 *View larger values with adjusted drop-down width, according to its size, in the post-selection view.&nbsp;
 *View all selected values at the top of the drop-down.
-*Deselect the selected values individually or all with a single-click, without opening the drop-down.<br/> &nbsp;
+*Deselect the selected values, individually or all with a single click, without opening the drop-down.<br/> &nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 16.png|720px|7.15 Release Notes Screenshot 16]]</div>
-<span style="color:#800080;">'''819453 – Configuring opening of drop-down menus on mouse hover'''</span>
-ICI has improved usability by providing the capability to configure the expansion of drop-downs on mouse hover, instead of a mouse click.&nbsp;
-This can be configured at a contract type level and supports contract requests, agreements, associated documents and masterdata. It is applicable for lookup, multi-select lookup, choice, multi-select choice and currency drop-downs.
 &nbsp;
@@ Line 243: / Line 263: @@
 In ICI, the configurator can filter the lookup masterdata table with “Must” and “Must Not” conditions, to achieve necessary business scenarios, while configuring a lookup attribute on contract types.&nbsp;
-ICI now also provides the ability to configure a lookup attribute with the “IN” filter operator, and display selected multiple values, by referencing multiple values on another lookup master data attribute.&nbsp;
+With this release, ICI provides the ability to configure a lookup attribute using the “IN” filter operator, and display selected multiple values, by referencing multiple values on another lookup master data attribute.&nbsp;
 Configurators can now:&nbsp;
-*Use the "IN” operator in lookup filter attribute on agreement contract types.&nbsp;
+*Use the "IN” operator in the lookup filter attribute on agreement contract types.&nbsp;
-*View applied filter on the attribute “Details” tab on ICI UI for the selected attribute.&nbsp;
+*View the applied filter on the “Attributes” page on the UI for the selected attribute.&nbsp;
 *Standard ICI users can view only selective values in the lookup attribute as per the referenced value in another attribute. &nbsp;<br/> &nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 17.png|720px|7.15 Release Notes Screenshot 17]]</div>
+&nbsp;
 <span style="color:#800080;">'''573339 – Managing user preferences as part of profile management'''</span>
@@ Line 255: / Line 277: @@
 Users can set preferences for their ICI Web UI account such as language, color theme, time zone, and so on.&nbsp;
-ICI now provides the capability for administrators to set preferences as default, for users, according to their locations or offices they work in. This reduces the end user’s effort of setting up the ICI account with required parameters after first log-in, and presents the system with appropriate and specific pre-settings. &nbsp;&nbsp;
+ICI now provides administrators the capability to set preferences as default, for users, according to their locations or the offices they work in. This reduces the end user’s effort of setting up the ICI account with required parameters after the first log-in and presents the system with appropriate and specific pre-settings. &nbsp;&nbsp;
 Administrators can:&nbsp;
-*Set and manage preferences for single user through single user update, and for multiple users through bulk process.
+*Set and manage preferences for a single user through a single user update, and for multiple users through the bulk process.
 *View preference settings modifications details in the “History” tab for audit.&nbsp;
 *Search users based on parameters related to preference settings.
@@ Line 265: / Line 287: @@
 Users can:&nbsp;
-*Access the ICI system with appropriate details as default after first login.&nbsp;
+*Access the ICI system with appropriate details as default after the first login.&nbsp;
 *Override the default preference settings as per individual preferences.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 18.png|720px|7.15 Release Notes Screenshot 18]]</div>
 &nbsp;
-<span style="color:#800080;">'''604775 – Moving agreement to executed state without uploading document'''</span>
+<span style="color:#800080;">'''604775 – Moving agreement to executed state without uploading the document'''</span>
-Previously in ICI, users could not move agreements and amendments from “Waiting For Signature” to “Executed” state without uploading the supporting document, in case of manually signed agreements.&nbsp;
-With this release, users can now skip uploading the document to move agreements from “Waiting For Signature” to the “Executed - Document Upload Pending” state. Users can then search or create a saved search for such agreements and upload the required documents later using the “Upload Fully Signed Copy” action.&nbsp;
-Notifications can be configured to inform users about skipped document uploads, so that users can cover for delays occurring due to the scan and upload process while executing a large volume of documents.&nbsp;
+Previously in ICI, users could not move agreements and amendments from “Waiting For Signature” to “Executed” state, without uploading the supporting document, in case of manually signed agreements.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 19.png|720px|7.15 Release Notes Screenshot 19]]</div>
+With this release, users can now skip uploading the document, to move agreements from “Waiting For External Signature” or “Waiting For Internal Signature” to the “Executed - (Pending Signed Document)” state.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 20.png|720px|7.15 Release Notes Screenshot 20]]</div>
+Users can then search or create a saved search for such agreements and upload the required documents later using the “Upload Fully Signed Copy” action. Notifications can be configured to inform users about skipped document uploads&nbsp;so that users can cover for delays occurring due to the scan and upload process while executing a large volume of documents.&nbsp;
-This functionality is available for agreements, amendments and orphan amendments.<br/> &nbsp;
+This functionality is available for agreements, amendments, and orphan amendments.<br/> &nbsp;
 <span style="color:#800080;">'''614860 – Attaching associated documents to agreement notifications'''</span>
-ICI users could share the main agreement document as part of various email notifications that get triggered for the agreement from time to time.&nbsp;
+ICI users can share the main agreement document as part of various email notifications that get triggered for the agreement from time to time.&nbsp;
-This capability has now been extended to supporting (associated) documents as well, so that users no longer need to manually share them offline.
+In addition to the main agreement document, users can now also send associated documents as part of various email notifications that get triggered for the agreement from time to time. Access to these documents can be controlled based on the type of document – internal, external, or restricted. For example, some documents may only be shared with internal users, some may be shared with internal and external users, whereas some may not be shared with anyone.
 With this release:
-*Administrators can tag the associated document contract type in the email notification template for agreements, assignment agreements, termination agreements and amendments.
+*Administrators can tag the associated document contract type in the email notification template for agreements, assignment agreements, termination agreements, and amendments.
-*Users can define the notification as internal or external.&nbsp;
+*Users can define:
-*Users can define the type of associated document instance as internal, external or restricted.
+**The type of notification as internal or external.&nbsp;
-*Based on the type of notification and type of tagged associated documents, documents are attached to the email notification.
+**The type of associated document instance as internal, external, or restricted.
+*Based on the type of notification and type of tagged associated documents, attachments are added to the email notification.<br/> &nbsp;
-&nbsp;
 <span style="color:#800080;">'''586492 – Defining different relationship types while associating peer instance'''</span>
-ICI allows users to define the linkage type as parent, child or peer while associating peer entities with each other.&nbsp;
+ICI allows users to define the linkage type as a parent, child, or peer while associating peer entities with each other.
-Users now have the capability to define custom labels for peer associations by configuring the “Linkage Type” masterdata. The custom labels define various business relationships in the context of contracts. For example, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on.&nbsp;
+With this release, users can define configurable labels for peer associations between existing contracts by configuring the “Linkage Type” masterdata. The configurable labels define various business relationships in the context of contracts. For example, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on. The labels can be activated or deactivated as per business requirements.
-The custom labels will support existing two-way linkage and self-linkage types. The amendments on executed agreements will be associated as peer, with default peer linkage type label, defined in default peer mapping for amendment.&nbsp;
+The configurable labels support the existing two-way linkage and self-linkage types. The amendments on executed agreements will be associated as a peer, with default peer linkage type label, defined in default peer mapping for amendment.&nbsp;
-Users can select custom peer linkage type labels in the linkage type drop-down list and view them on various ICI functionalities as: &nbsp;
+Users can select configurable peer linkage type labels in the “Linkage Type” drop-down list and view them on various ICI functionalities such as: &nbsp;
-*Agreement creation workflows for peer entities, assignment, initiate termination flow.&nbsp;
+*Agreement creation workflows for peer entities, assignment, and initiate termination flow.&nbsp;
 *Associate and Inheritance icons.
-*Legacy upload and bulk actions.
+*Bulk actions.
 *Agreement creation through business APIs.
-*Broadcast – “Attachments” tab, beside peer-to-peer instances.
+*Broadcast – “Attachments” tab and captured notes.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 21.png|720px|7.15 Release Notes Screenshot 21]]</div>
-'''Note: '''Custom labels are not supported for parent and child linkage types, as there is specific business logic built with them in the ICI system.
+'''Note:''' Multiple configurable labels are not supported for parent and child linkage types, as there is specific business logic built with them in the ICI system.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 22.png|720px|7.15 Release Notes Screenshot 22]]</div>
 &nbsp;
 <span style="color:#800080;">'''619558 – Downloading amendments using download all functionality'''</span>
-ICI users can download an agreement and all its associations in a zip file using the “Download All” action available on agreements and bulk operations.&nbsp;
+ICI users can download an agreement and all its associations in a zip file using the “Download All” action available on agreements.&nbsp;
-With this release, users can also selectively download amendments of an agreement with corresponding parent child associations in the downloaded zip package.
+With this release, users will download amendments of an agreement with corresponding parent-child associations in the downloaded zip package. This is supported on the selective download option too.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 23.png|720px|7.15 Release Notes Screenshot 23]]</div>
+For ease of access, each selected amendment will be downloaded with its selected associations in separate folders. The folders are named “Amendment_1”, “Amendment_2”, and so on (from oldest to latest), instead of actual amendment names. This helps to overcome the Windows limitation of supporting 260 characters in the file path and gives users the flexibility while creating association’s names.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 24.png|720px|7.15 Release Notes Screenshot 24]]</div>
+&nbsp;
-For ease of access, each selected amendment will be downloaded with its selected associations in separate folders. The folders are named “Amendment_1”, “Amendment_2”, and so on (from oldest to latest), instead of actual amendment names. This helps to overcome the Windows limitation of supporting 260 characters in the file path, and gives users the flexibility while creating association’s names.<br/> &nbsp;
+<span style="color:#800080;">'''615291 – Configuring attributes inheritance for amendments at the contract type level'''</span>
-<span style="color:#800080;">'''615291 – Configuring attributes inheritance for amendments at contract type level'''</span>
+ICI already provided the capability to exclude specific agreement attributes from being copied to amendments through technical configuration, which applied to all agreement contract types by default.&nbsp;
-ICI already provided the capability to exclude certain agreement attributes from being copied to the amendment through technical configuration which applied to all agreement contract types by default.&nbsp;
-ICI now provides the flexibility for users to decide which attributes of an agreement can be copied to amendments, per contract type, as per business requirements. Configurators can enable or disable the attribute’s inheritance for amendments, using “Is Inherit On Amendments” attribute, at the agreement contract type and template variable levels. Users can then copy these defined attributes values from base agreement to amendment during amendment creation.&nbsp;
+ICI now provides the flexibility to decide which attributes of an agreement can be copied to amendments at the contract type level, as per business requirements. Configurators can enable or disable the attribute’s inheritance for amendments, using the “Is Inherit On Amendments” flag, at the agreement contract type and template variable levels. Users can then copy these defined attribute values from base agreement to amendment during amendment creation.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 25.png|720px|7.15 Release Notes Screenshot 25]]</div>
 '''Note:&nbsp;'''
 *The technical configuration settings for excluding parent agreement attributes from its amendments will always take preference over the settings at agreement contract type and template level.
-*The existing validations or dependencies for an attribute’s properties set for agreement will not be inherited to amendments.<br/> &nbsp;
+*The existing validations or dependencies for an attribute’s properties set for the agreement will not be inherited to amendments.<br/> &nbsp;
 <span style="color:#800080;">'''614877 – Replacing a user with multiple users'''</span>
-In ICI, administrators can replace user(s) with all associated records using the “Replace User” functionality. In practice, administrators may need to replace a user with more than one user. For example, if a user leaves the organization, the administrator may want to replace that user by dividing agreements associated with that user, in subsets, among multiple users. This would help the organization to balance the workload within its employees. &nbsp;
+In ICI, administrators can replace user(s) with all associated records using the “Replace User” functionality. In practice, administrators may need to replace a user with more than one user. For example, if a user leaves the organization, the administrator may want to replace that user by dividing agreements associated with that user, in subsets, among multiple users. This would help the organization to balance the workload within its employees.&nbsp;
 Administrators can now:&nbsp;
-*Replace the user with one or more users by selecting the entity and all/selective instances of that entity. &nbsp;
+*Replace the user with one or more users, by selecting the entity and all/selective instances of that entity, and create a saved search for records to replace users. &nbsp;
 *Validate the replaced user role against the assigned role.&nbsp;
-*Get notification on adding or completing a task.&nbsp;
+*Get a notification on adding or completing a task.&nbsp;<br/> &nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 26.png|720px|7.15 Release Notes Screenshot 26]]</div>
+This capability is available across ICI for contract requests, agreements, associations, masterdata, template and clause teams, user groups, and rules. A separate data management user interface is provided to carry out these user management actions.
-This capability is available across ICI for contract requests, agreements, associations, masterdata, template and clause teams, user groups, and rules. A separate data management user interface is provided for these admin actions.<br/> &nbsp;
+&nbsp;
 <span style="color:#800080;">'''614963 – Superseding agreement values as per amendment using rules'''</span>
-In ICI, users could supersede all parent agreement’s attributes configured as supersedable with values from its amendment, either manually using “Supersede” action or automatically through auto-supersede backend task.&nbsp;
+In ICI, users could supersede all attributes of a parent agreement configured as ‘supersedable’ with values from its amendment, either manually using the “Supersede” action or automatically through the auto-supersede task. Users can now selectively supersede individual entities based on business conditions.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 27.png|720px|7.15 Release Notes Screenshot 27]]</div>
-With this release, users can now selectively supersede individual entities based on business conditions.
+The administrator can control the supersede functionality for agreements by:
-The administrator can control the supersede functionality for agreements by configuring rules with:&nbsp;
-*The rule type “Supersede Rule” with an “Auto Supersede option”, as true or false.&nbsp;
-*The rule actions as “Is Auto Supersede by Amendment”, “Is Auto Supersede by Termination” and “Is Auto Supersede by Assignment for Amendment”, “Assignment and Termination”, with required attributes set, as per the business condition.
-*The attribute selection field with all or multi-select capability.&nbsp;
-Users can preview the attribute’s supersede value on the agreement and view the captured history as per the rule execution. When no rule is configured, the supersede functionality will work as per existing behavior.
+*Enabling auto supersede option at the contract type level.
+*Configuring the “Supersede Rule” with “Is Supersede by Amendments” or “Is Supersede by Termination” options.&nbsp;
+*Selecting attributes in rule actions based on the selected Supersede On option.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 28.png|720px|7.15 Release Notes Screenshot 28]]</div>
+Users can view the attribute’s supersede value on the agreement and the captured history as per the rule execution. When no rule is configured, the supersede functionality will work as per existing ICI behavior.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 29.png|720px|7.15 Release Notes Screenshot 29]]</div>
 &nbsp;
-<span style="color:#800080;">'''615293 – Showing or hiding the no team available message'''</span>
+<span style="color:#800080;">'''615293 – Showing or hiding the No Team Available message'''</span>
-In ICI, users may encounter specific workflow configurations such as self-approval process that do not require users to be added to the team. The “No Team Available” messages, displayed in such cases, add to the number of non-value clicks for users to continue. &nbsp;
+In ICI, users may encounter specific workflow configurations, such as the self-approval process, that do not require users added to the team. The “No Team Available” message, displayed in such cases, adds to the number of non-value clicks for users to continue.&nbsp;
-ICI now provides the capability to suppress this message, thereby minimizing the number of unnecessary clicks through technical configuration.&nbsp;
+ICI now can suppress this message through technical configuration, thereby minimizing the number of unnecessary clicks.&nbsp;
 Administrators can:&nbsp;
-*Selectively enable or disable the “No Team Available” message window, at entity contract type level, appearing at various states.&nbsp;
+*Selectively enable or disable the “No Team Available” message window, at the entity contract type level, appearing at various states.&nbsp;
-*Disable the “No Team Available” message window completely, at instance level, for all entities. The instance level settings will override any entity level settings.&nbsp;
+*Disable the “No Team Available” message window altogether, at the instance level, for all entities. The instance level settings will override the entity level settings.&nbsp;
 '''Note:''' This capability is available across ICI for all entities, events, integrations and add-ins in ICI.
@@ Line 381: / Line 404: @@
 Previously, users could configure a conditional attribute for a contract type with simple conditions using single “equal to” operator.&nbsp;
-With this release, configurators can now set multiple, complex conditions to display attributes on ICI Web UI dynamically, based on business scenarios. Configurators can define conditions for attributes for all entities, except for template variables. For example, the configurator can set conditions to display an attribute based on the selection of specific value in any of the attributes mentioned in the condition. The user experience would be similar to the existing ICI conditional attribute functionality. &nbsp;
+With this release, configurators can now set multiple, complex conditions to display ICI Web UI attributes dynamically, based on business scenarios. Configurators can define conditions for attributes for all entities, except for template variables. For example, the configurator can set conditions to display an attribute based on the selection of specific values in any of the attributes mentioned in the condition. The user experience would be similar to the existing ICI conditional attribute functionality. &nbsp;
 Users can now:&nbsp;
-*Apply multiple and complex conditions to display an attribute by enhancing the enable expression (visibility expression) for contract requests, agreements, associations and masterdata contract types.&nbsp;
+*Apply multiple and complex conditions to display an attribute by enhancing the enable expression (visibility expression) for contract requests, agreements, associations, and masterdata contract types.&nbsp;
 *Support conditional expressions for extension attributes. &nbsp;
 *Define conditions with different operators based on the selected attribute datatype.&nbsp;
-*View the conditional attribute value according to the value entered in the attribute on which a condition is set, which in turn helps to enter the information in the required attribute as per business requirements.<br/> &nbsp;
+*View the conditional attribute value according to the value entered in the attribute on which a condition is set.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 30.png|720px|7.15 Release Notes Screenshot 30]]</div>
+&nbsp;
 <span style="color:#800080;">'''616901 – Applying facets to business status search filter'''</span>
-Previously, the ICI search functionality supported filters on “Business Status” for users to narrow down results. However, manually selecting filters often becomes a tedious task in case of several business statuses.&nbsp;
+Business statuses are prominently used across all customers as they reflect the actual status in business terms compared to the system workflow status. Previously, the ICI search functionality supported filters on “Business Status” for users to narrow down results. However, manually selecting filters often becomes a tedious task in the case of several business statuses.&nbsp;
-In order to provide a better user experience, faceted filters using string operators, such as “Contains”, “Starts With”, “Does Not Contain”, and so on, are being added to the “Business Status” filters for ease of use.
+To provide a better user experience and ease of use, faceted filters using string operators, such as “Contains”, “Exactly”, “Starts With” and “Does Not Contain” are being added to the “Business Status” filters.<br/> &nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 31.png|720px|7.15 Release Notes Screenshot 31]]</div>
 &nbsp;
 <span style="color:#800080;">'''694211 – Improving handling of exceptions for string combinations'''</span>
-Previously, some combinations of special and alphanumeric characters used as input values resulted in generic exceptions. The parsing logic in ICI is now improved for handling string combinations with special and alphanumeric characters, so that no errors are generated.
+Previously, some combinations of special and alphanumeric characters used as input values resulted in generic exceptions.&nbsp;
-This is applicable to all entities across ICI, where a combination of special characters, alphabets and numbers can be used.
+ICI's parsing logic is now improved for handling string combinations with special and alphanumeric characters so that no errors are generated. This applies to all entities across ICI, where a combination of special characters, alphabets, and numbers can be used.<br/> &nbsp;
-&nbsp;
+<span style="color:#800080;">'''732929 – Uploading clauses and templates in bulk'''</span>
-<span style="color:#800080;">'''732929 – Uploading clauses and templates in bulk'''</span>
+New customers or new groups onboarding to ICI mostly have their templates and clauses already created in a separate file. Previously, manual efforts were needed to onboard the hundreds to thousands of templates and clauses.&nbsp;
-New customers or new groups, onboarding to ICI, mostly have their templates and clauses already created in a separate file. Previously, manual efforts were needed to onboard the hundreds to thousands of templates and clauses.&nbsp;
+With this release, automation has been provided for bulk import using the “Legacy Upload” tool, which will reduce any human dependency, manual approvals, and delays for onboarding templates and clauses using the current capabilities. ICI administrators can now import templates and upload clauses to ICI in bulk.
-With this release, an automation has been provided for bulk import, which will reduce any human dependency, manual approvals and delays for onboarding templates and clauses using the current capabilities. ICI administrators can now import templates and upload clauses to ICI in bulk.<br/> &nbsp;
+Along with the tool, an XML specification document is also released which can be used for creating tags in the input document files of clauses and templates.<br/> &nbsp;
-<span style="color:#800080;">'''655507 – Uploading and downloading large files with file path attribute'''</span>
+<span style="color:#800080;">'''655507 – Uploading and downloading large files with the file path attribute'''</span>
 ICI now provides support for larger files. This is applicable to masterdata and associations.
@@ Line 419: / Line 444: @@
 *Upload files up to 4GB under the file selection attribute.&nbsp;
-*Upload files with all supported files extensions allowed in the file selection attribute.
+*Upload files with all supported file extensions allowed in the file selection attribute.
 *Download All/Download Package up to 6 GB.
 ICI supports virus scanning of large files if the virus scan feature is enabled.<br/> &nbsp;
-'''Note:&nbsp;'''This is not applicable for contract requests, agreements, associations with large files in the DocuSign/Adobe Sign association selection pop-up, document assembly, bulk actions, legacy upload, integrations (Salesforce, Workday, etc.), and APIs.
+'''Note:&nbsp;'''This is not applicable for contract requests, agreements, associations with large files in the DocuSign/Adobe Sign association selection pop-up, document assembly, bulk actions, legacy upload, integrations (Salesforce, Workday, etc.), and APIs.&nbsp;The Upload/Download of the files would be supported for Azure and Windows Storage.
 &nbsp;
-<span style="color:#800080;">'''697367 – Enhancing contract type publish to limit schema change for entity'''</span>
+<span style="color:#800080;">'''618994 – Supporting special characters in agreement templates and support to skip empty columns while a saved search/association is tagged in a template'''</span>
-ICI has made the following enhancements to the contract type publish capability:
+Previously in ICI, attribute names did not support special characters apart from _ (underscore), & (ampersand), and space.&nbsp;
-*There is zero downtime when a contract type is published.&nbsp;
+Now, support is provided for special characters in the attribute display name. The characters *(asterisk), - (dash),&nbsp;: (colon), ( (parenthesis open), ) (parenthesis closed), ’ (apostrophe), , (comma), and . (period) can be used in the display name of attributes for contract requests, agreements, associations, and masterdata contract types. The same attribute display name, as provided by the configurator, will now be displayed including special characters.
-*The schema of only selected contract types that are being published will be blocked for write operations, hence they will not be available at the time of contract creation. However, all other contract types will be available to the user.<br/> &nbsp;
-<span style="color:#800080;">'''618994 – Supporting special characters in agreement templates'''</span>
+In scenarios where the association or saved search is tagged as a table in the agreement, and a particular column of the table does not have any data, we have introduced a functionality to skip such empty columns.&nbsp;
-Previously in ICI, attribute names did not support special characters.
+During template creation from Icertis Experience for Word, the configurator can add a “SkipEmptyColumns” property while tagging an association or a saved search as a table. This property needs to be added manually in the “Content Control Properties”, at any position after the contract type GUID, separated by a '|' (pipe separator). This enables empty columns to be skipped in document assembly, thereby eliminating unnecessary empty columns in the agreement version. The order of the columns in the table is determined by the attributes in the display preference of the associated document contract type.&nbsp;
-Now, support is provided for special characters in the attribute display name. The characters *(asterisk), - (dash),&nbsp;: (colon), ( (parenthesis open), ) (parenthesis closed), ’ (apostrophe), , (comma), and . (dot) can be used in the display name of attributes for contract requests, agreements, associations and masterdata contract types. The same attribute display name as provided by the configurator will now be displayed including special characters.
-Also, during template creation, user can add a “SkipEmptyColumns” property while tagging an association or a saved search as a table. This allows empty columns to be skipped in document assembly, thereby reducing unnecessary empty columns.
+Amendments to an agreement are now viewable in a grid-view in addition to the current tile view. This provides more information and enables standard grid view functionalities such as search, filter, and export.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 32.png|720px|7.15 Release Notes Screenshot 32]]</div>
 &nbsp;
@@ Line 449: / Line 471: @@
 With this release, ICI provides new controls for multi-select and single-select choice attributes.&nbsp;
-Users can configure an alternate UI control for drop-downs with limited number of values for choice attributes at contract type, global attribute and template variable levels. This improves the user experience as the number of clicks and scrolls required to view options in a drop-down are considerably reduced, and provides better readability in terms of post-selection data review. &nbsp;&nbsp;
+Users can configure an alternate UI control for drop-downs with a limited number of values for choice attributes at contract type, global attribute, and template variable levels. This improves the user experience as the number of clicks and scrolls required to view options in a drop-down are considerably reduced and provides better readability in terms of post-selection data review. &nbsp;&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 33.png|720px|7.15 Release Notes Screenshot 33]]</div>
 Users can select:&nbsp;
-*Radio button for single-select choice attributes.&nbsp;
+*The radio button for single-select choice attributes.&nbsp;
-*Checkbox list for multi-select choice attributes.
+*The checkbox list for multi-select choice attributes.
-The configuration is applicable for creation and editing of contract requests, agreements and amendments.<br/> &nbsp;
+The configuration applies across ICI for the creation and editing of agreement, amendment, associated document, masterdata, and contract request entities.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 34.png|720px|7.15 Release Notes Screenshot 34]]</div>
+&nbsp;
-<span style="color:#800080;">'''752540 – Upgrading client-side libraries'''</span>
+<span style="color:#4B0082;">'''593421 – Labeling agreement document versions as per signature copy'''</span>
-With this release, some client-side libraries have been upgraded, whereas some that were not being used have been removed.&nbsp;<br/> &nbsp;
+While agreements go through various signature states till executed, users can now navigate to the “Versions” tab and easily identify which version of the agreement is internally signed, externally signed, or fully signed.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 35.png|720px|7.15 Release Notes Screenshot 35]]</div>
+&nbsp;
-== Mobile App Updates ==
+<span style="color:#800080;">'''872309 – Providing flexibility for assembling associations tagged as clauses'''</span>
-<span style="color:#800080;">'''773907 – Refreshing tasks and commitments'''</span><br/> Icertis mobile app users perform actions such as approve, reject and request review on contract requests and agreements. However, the status of the requests or agreements list did not automatically refresh. Enhancements have now been made to the “Refresh” functionality for “Tasks” and “Commitment” tabs to automatically refresh on these actions and improve usability.
+In ICI, on publishing and updating actions, all clauses are evaluated, assembled and changes are reflected in the agreement document. However, if associations are tagged in clauses, on “Assemble Contract” and “Send For Approval” actions, clauses do not get assembled and associations do not get populated in the agreement document.
-&nbsp;
+As part of our continuous effort to provide flexibility to ICI users and improve the user experience, a key “Core.Agreement.EnableDynamicClauseAssemblyPostCreate” has been introduced.&nbsp;
-<span style="color:#800080;">'''850259 – Updating logo and attributes to new guidelines'''</span><br/> As part of our effort to consistently improve user experience, the logo and all attributes in the mobile app have been updated as per the new ICI branding guidelines.
+*If the key is enabled, when an associated document is uploaded, the entire document will be automatically assembled (Clause, Attribute, Associations, Saved Search) on the “Assemble Contract” and “Send For Approval” actions.
+*If the key is not enabled, the ICI document will be assembled on “Publish” and “Edit Agreement” actions. Only associations will be assembled on the “Assemble Contract” and “Send For Approval” actions.
-&nbsp;
+'''Note: '''By default, the key is set to false.<br/> &nbsp;
-<span style="color:#800080;">'''773923 – Changing compatibility in Android 11'''</span><br/> With this release, Android 11 compatibility changes have been made by setting the target SDK version to 30 for and deprecated methods have been updated.
+== Mobile App Enhancement Details ==
-&nbsp;
+<span style="color:#800080;">'''773907 – Refreshing tasks and commitments'''</span>
-<span style="color:#800080;">'''773917 – Deprecating the UI WebView component for iOS'''</span><br/> With this release, the UI WebView component for iOS has been deprecated.
+Icertis mobile app users perform actions such as approve, reject, and request review on contract requests and agreements. However, the status of the requests or agreements list did not automatically refresh on the mobile app.&nbsp;Enhancements have now been made to the “Refresh” functionality for “Tasks” and “Commitment” tabs to refresh on these actions and improve usability automatically.<br/> &nbsp;
+<span style="color:#800080;">'''850259 – Updating logo and ICM to new guidelines'''</span>
+As part of our new branding, “ICM” has been updated to “ICI”, and the new logo has also been added to the mobile app.<br/> &nbsp;
+<span style="color:#800080;">'''773923 – Changing compatibility in Android 11'''</span>
+Android 11 compatibility changes have been made with this release by setting the target SDK version to 30 and deprecated methods have been updated.
 &nbsp;
-== ICI API Enhancements&nbsp; ==
+<span style="color:#800080;">'''773917 – Deprecating the UI WebView component for iOS'''</span>
+With this release, the UI WebView component for iOS has been deprecated.<br/> &nbsp;
+== ICI API Enhancement Details&nbsp; ==
 <div class="image-green-border">
 <span style="color:#800080;">'''704069 – Enhancing ICI API 2.0 implementation'''</span>
-With this release, support has been added for script and integrated attributes. They are available as cascaded attributes for lookup fields, when configured at the contract type level.&nbsp;
+With this release, support has been added for the script and integrated attributes. They are available as cascaded attributes for lookup fields when configured at the contract type level.&nbsp;
-This is applicable for visualize, retrieval, creation and updation of the instances of the following entities:
+This is applicable for visualizing, retrieval, creation, and updating of the instances of the following entities:<br/> Contract Requests
-*Contract Requests
 *Agreements
 *Associations
@@ Line 501: / Line 539: @@
 ICI already supports downloading agreements.
-As part of our efforts to continually improve ICI, in this release, new API endpoints have been added to download contract request associated document and agreement associated document.
+As part of our efforts to continually improve ICI, new API endpoints have been added in this release to download associated documents of agreements and contract requests.
 &nbsp;
@@ Line 507: / Line 545: @@
 <span style="color:#800080;">'''731961 – Provisioning success or failure message for workflow operations'''</span>
-As workflow APIs are asynchronous, customers using Actions API and API 2.0, get a return success code only on initiation of the workflow. This functionality has been improved so that messages on the service bus are received even for failure notifications.
+A new service bus topic has been created to publish messages about workflow operations. The messages will notify if any failures are encountered during workflow actions.
+As workflow APIs are asynchronous, customers using Actions API and API 2.0 get a return success code, only on the initiation of the workflow. This functionality has been improved so that messages on the service bus are received even for failure notifications.
-Users will now get a definite response, with required details of the error and cause, of the async APIs called. Based on the notifications, they can take necessary actions when successful, or corrective measures in the event of a failure.
+Users will now get a definite response, with required details of the error and cause on services bus. Based on the topic notification, integration developers can take follow-up actions based on success and failure.<br/> &nbsp;
-<br/>  <br/> <span style="color:#800080;">'''660859 – Supporting correlation Id in APIs'''</span>
+<br/> <span style="color:#800080;">'''660859 – Supporting TrackingId in APIs'''</span>
 To work with ICI entities, at times, multiple API calls are needed to complete an operation.&nbsp;
@@ Line 517: / Line 557: @@
 For example, to create an agreement, the following APIs are called in a sequence – “GetInstance”, “SaveExternalUser”, “GetTemplate”, “CreateandPublish”, “ResumeWorkFlow” (API 1.0), “Prepare”, “Create”, “Get”, “Send For Approval”, and “Send for Signature” (API 2.0).&nbsp;
-In such cases, due to heavy load, it becomes challenging for administrators to troubleshoot the operation that caused failure of the agreement creation. To resolve this issue, an identifier has been added which can be passed by subsequent APIs for correlating from logging perspective.&nbsp;
+In such cases, due to heavy load, it becomes challenging for administrators to troubleshoot the operation that caused the failure of the agreement creation. An identifier has been added to resolve this issue which subsequent APIs for correlating from a logging perspective can pass.&nbsp;
-The following API changes have been made to ensure that the existing implementation and code do not break:
+The following API changes have been made to ensure that the existing implementation and code remains intact:
-*Provided support for a Tracking Id header in every request for logging.&nbsp;
+*Provided support for a “TrackingId” header in every logging request.&nbsp;
-*User will receive the Tracking Id provided in the request header as part of response headers. (If the user does not send a value, then a new unique identifier will return).
+*Users will receive the “TrackingId” provided in the request header as part of response headers. (If the user does not send a value, then a new unique identifier will return).
-*The called API path with query string will be logged in Kibana.&nbsp;
+*The called API path with query string will be logged in Kibana. In Kibana, developers must look for “CorrelationID” which maps the “TrackingId” used in API.<br/> &nbsp;
-'''Note: '''The implementation of the Tracking Id is optional and the value must be GUID only.
+'''Note: '''The implementation of the "TrackingId" is optional and the value must be GUID only.&nbsp;Supported in API 1.0 as well.
 This can be used for:
@@ Line 536: / Line 576: @@
 &nbsp;
-== Enhancements to ICI Add-ins&nbsp; ==
+== ICI Add-ins Enhancement Details ==
-<span style="color:#800080;">'''745266 – Supporting online editing of agreements'''</span>
+<span style="color:#800080;">'''668859 – Enhancing filtering and searching of clauses &nbsp;'''</span>
-As part of contract management, agreement and amendment documents regularly go through reviews, where multiple stakeholders and teams have to review and/or edit a contract before it is sent out to external parties for their reviews and signature.&nbsp;
+ICI users may need to modify an agreement as per business requirements by adding a clause. The clauses are displayed by “Clause Group” in the clause library by default and then searched by the clause name.&nbsp;
-To make changes or modifications to an agreement, ICI users previously had to download a copy, perform edits and upload it back to ICI. This created a version of the document in ICI. Primary owners had to send the documents over emails to get inputs from multiple departments such as delivery and legal, which they would later have to consolidate to create the contract document. This approach not only led to aggregation overheads, but audit information was often lost too, and it was not possible to trace what was approved and by whom.
+Multiple filters can now be configured at the template and clause level to help users easily retrieve relevant data. This improves usability for customers having a large number of clauses and templates in their clause and template library.
-With this release, ICI offers online editing support for agreement documents creating radical operational efficiency for contract owners.
-It is now possible for:
-*Primary owners, secondary owners and reviewers with edit privileges to initiate an online editing session, where more than one party can edit parallelly using existing MS Word capabilities.&nbsp;
-*An agreement document, which has been edited using online editing, to be published to ICI, without any loss of information.
-'''Note:&nbsp;'''
-*The online Word editor is available only for users with valid Office 365 subscription.
-*Only users with edit privileges on a document can make changes to the document online.
-*Users must either allow third-party cookies or add “*.officeapps.live.com” to their browser's cookie “Allow” list, in order to use Office Online smoothly.
-<br/> <span style="color:#800080;">'''588686 – Tagging clause extended attributes in clause text'''</span>
-ICI allows users to capture additional details for clauses in the extended attributes.&nbsp;
-Now, users have the capability to tag clause extended attributes, if configured, inside the clause along with clause metadata, while creating or modifying the clause from within the Icertis Experience for Word.
-The value of tagged clause extended attributes will be resolved and displayed in the clause text upon tagging of the attribute or saving the clause.
-&nbsp;
-<span style="color:#800080;">'''668859 – Enhancing filtering and searching of clauses &nbsp;'''</span>
-In ICI, clauses can be filtered on the basis of clause groups and searched on the basis of their clause name. This filtering and searching capabilities have been improved, so that users can easily retrieve the desired template and clause record, thus improving usability for customers having large number of clauses and templates in their clause and template library.
 Users can now:
-*Search and filter clauses and templates based on the name or text inside the clause or template respectively.
+*Filter and search clauses and templates by clause metadata in the clause and template library respectively.
-*Perform free text search on clauses and templates.
+*Filter and search clauses and templates by extended clause metadata in the clause and template library respectively.
+*Perform&nbsp;free-text search on the clause and template content.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 36.png|720px|7.15 Release Notes Screenshot 36]]</div>
 &nbsp;
-<span style="color:#800080;">'''603690 – Updating templates automatically with latest clause version'''</span>
-Legal teams may need to make changes to a clause available in the clause library for varied reasons. This clause may be used in multiple templates used for various transactions. It may also require template updation, so that the latest version of the clause can be used in all future transactions.
-To facilitate this, users can now update all or selected templates with the latest version of the clause whenever any clause is modified, thus eliminating the need for the legal team to manually do so.&nbsp;
-Users can select templates to be updated when a clause is modified. The selected templates are automatically updated after the clause is approved and will move to the next logical state once modification is done.
-<br/>  <br/> <span style="color:#800080;">'''593421 – Labeling agreement document versions as per signature copy'''</span>
-Previously in ICI, agreements signed only by external, internal or both signatories were termed as “Internal Signed Copy”, “External Signed Copy” and “Final Signed Copy” respectively, and were displayed on the “Version” tab.
-This capability has been further enhanced so that the signature versions are clearly labeled as “Internal”, “External” or “Fully Signed Copy”, as applicable, so that the user can easily identify the agreement version.
 &nbsp;
-== Enhancements to Artificial Intelligence Applications in ICI ==
+== AI Applications Enhancement&nbsp;Details ==
-<span style="color:#800080;">'''727318 – Enhancing AI powered playbook in Icertis Experience for Word'''</span>
+<span style="color:#800080;">'''727318 – Enhancing AI-powered playbook in Icertis Experience for Word'''</span>
-ICI provides the legal playbook in Icertis Experience for Word that uses artificial intelligence to identify exceptions in the contract document, allowing users to review and take corrective actions on them, and assess the risk when these exceptions are accepted by negotiators. &nbsp;
+ICI provides the legal playbook in Icertis Experience for Word that uses artificial intelligence to identify exceptions in the contract document and allows users to review and take corrective actions on them, and assess the risk when negotiators accept these exceptions. &nbsp;
-With this release, the legal playbook is enhanced and provides more options to work with playbook from Icertis Experience for Word.&nbsp;
+The legal playbook is now enhanced and provides more options to work with the playbook from Icertis Experience for Word.&nbsp;
-Users can now:&nbsp;
+With this release:
-*View the visual indication for clauses with playbook exceptions on “Agreement Clause” page. &nbsp;
+*Negotiators can easily review the playbook exceptions found in deviated agreement clauses on the “Agreement Clause” page. &nbsp;
-*View playbook details in a separate resizable window.&nbsp;
+*Negotiators now have an option to view playbook details in a separate resizable window as the details of the playbook position for a clause can be lengthy.
-*View all playbook positions for a selected contract type with options to search and filter within.&nbsp;
+*As AI may not be able to find all the playbook positions for a type of a contract, an option has been added to view all playbook positions for a selected type of the contract, with options to search and filter within, so that negotiators have a ready reference for all applicable playbook positions while reviewing the contract.
-*View all playbook positions for a selected agreement clause.&nbsp;
+*Negotiators can view all the applicable playbook positions for a selected agreement clause.&nbsp;
-*Add deviation to the clause from playbook “Details” page.&nbsp;
+*Negotiators can request approval for a playbook exception from the playbook “Details” page.&nbsp;
-*Add a new playbook record and edit the existing playbook record from within the Icertis Experience for Word.
+*Legal administrators can add a new playbook position for a type of contract or edit the existing playbook position from within Icertis Experience for Word itself.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 37.png|720px|7.15 Release Notes Screenshot 37]]</div>
+<br/> &nbsp;
-&nbsp;
+<span style="color:#800080;">'''575475 – Automating user feedback during clause review'''</span>
-<span style="color:#800080;">'''575475 – Automating user feedback for clauses, obligations and attributes'''</span>
+ICI AI apps have been positioned to be intelligent assistants to help users in taking decisions when populating details for agreements. While AI discovery recommends values to users, it is expected that users would select the correct value at the time of review. &nbsp;
-ICI AI apps have been positioned to be intelligent assistants to help users in taking decisions when populating details for agreements. While AI discovery suggests values to users, it is expected that users correct them at the time of review. &nbsp;
+During clause review of a discovered clause, AI suggests a list of library clauses to be matched with the discovered clause. If a user selects one of them or selects a completely new clause from the library, the AI algorithm learns from such user actions. These learnings are incorporated in the next discoveries to improve the accuracy of clause recommendations.&nbsp;
-With this release, the AI algorithm continues to learn from user actions in attribute and clause discovery and incorporates those in the next discovery. So, when a contract owner selects values for attributes on the Attribute and Clause Discovery pages, the system learns the actions and provides same or similar values at subsequent discoveries.
+<br/> <br/> <span style="color:#800080;">'''539492 – Rearranging discovered clauses'''</span>
-<br/> <span style="color:#800080;">'''539492 – Improving clause delineation in DiscoverAI'''</span>
+Clauses found using DiscoverAI in an agreement document are displayed with clause categories in the “Clause Discovery” section on the web UI. Sometimes, AI may identify the clause boundaries incorrectly. Users can now review and rearrange boundaries for such clauses on the “Clause Discovery” page. &nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 38.png|720px|7.15 Release Notes Screenshot 38]]</div>
+In rearrangement mode, users can:&nbsp;
-Clauses in an agreement document that are found using DiscoverAI are displayed along with clause categories in the “Clause Discovery” section on the Web UI.&nbsp;
+*Merge multiple discovered clauses into a single clause or split a large discovered clause into multiple clauses.&nbsp;
+*Identify a section of the discovered clause as its sub-clause.
+*Rearrange the clause hierarchy in case of misclassification by AI. Users can change clause hierarchy and identify a clause as a parent or child or peer of another clause(s).
+*Change the AI recommended category of a clause. &nbsp;
+*Choose to view only the parent clauses.
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 39.png|720px|7.15 Release Notes Screenshot 39]]<br/> &nbsp;</div>
+<span style="color:#800080;">'''770375 – Infusing attribute discovery in agreement creation workflow'''</span>
-ICI has now improved its logic for clause delineation to determine the start and end of the clause text.&nbsp;
+Previously in ICI, the AI attribute discovery process on agreements with third party paper was triggered on create and post-create events such as publish. Typically, users might have already entered attribute values by the time they trigger/perform the create/publish action, thereby making the attributes discovery process redundant. Also, two different attribute pages had to be maintained, with personalization and validations not being available on the attribute discovery page.&nbsp;
-Users can now:&nbsp;
+With this release, users can manually trigger the attribute discovery on the “Attributes” page itself, while uploading a third-party document, during the agreement creation process. Discovered values will then be auto-filled in empty attributes and users can view additional potential options for the discovered attributes.&nbsp;
-*Edit the discovered clauses list or manually selected clause text to merge or split into multiple clauses.&nbsp;
-*Create a sub-clause within a discovered clause.&nbsp;
-*Change the clause category and the level (parent or child) of the discovered clause. &nbsp;
-*Choose to view only the level 0 clauses.
-&nbsp;
-<span style="color:#800080;">'''770375 – Merging metadata discovery page with attribute page'''</span>
-Previously in ICI, the AI attribute discovery process on agreements with third party paper was triggered on create and post-create events such as publish. Users might have already entered the attribute values before initiating the create/publish action, thereby making attributes discovery process redundant. Also, the process needed to maintain two different attribute pages, with customizations and validations not being available on the attribute discovery page.&nbsp;
-With this release, users can manually trigger the attribute discovery on the “Attributes” page itself, while uploading a third-party document, during create and edit agreement process. Discovered values will then be auto-filled in empty attributes and users can view additional recommended values for the discovered attributes.&nbsp;
 Users can:&nbsp;
-*View the discovery completion progress.&nbsp;
+*View the progress of the attribute discovery.&nbsp;
-*Identify discoverable attributes marked with the spinner icon.
+*Identify AI discoverable attributes on the “Attributes” page of the agreement creation wizard.
-*Get side-by-side document view for discoverable attributes.
+*View the values recommended by AI for discoverable attributes.
-*Get side-by-side document view for tagged attributes upon completion of discovery.
+*View the agreement document on the “Attributes” page itself, for quick validation of AI recommended values for discoverable attributes as well as attributes values already tagged in the agreement document
-The merging of “Metadata Discovery” page with “Attributes” page will only work for agreements with third party papers.
+'''Note: '''When an attribute discovery is triggered from the “Attributes” page, a two-column attributes layout is converted to a single column layout to accommodate the agreement document view.<br/> &nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 40.png|7.15 Release Notes Screenshot 40]]</div>
 &nbsp;
-<span style="color:#800080;">'''727312 – Formatting based clause delineation for additional document types'''</span>
+<span style="color:#800080;">'''727312 – Clause hierarchy discovery in text PDFs'''</span>
-In the previous release, support was introduced to display clause hierarchy in well-formatted .docx agreements.
+In the previous release, clause hierarchy discovery was introduced in well-formatted .docx agreements.
-With this release, the clause delineation functionality has been enhanced to support PDF documents, as well as for Word documents which do not use any styles. This enhancement helps to get better clause delineation while migrating legacy contracts, as AI assisted configuration is largely dependent on accuracy of formatting-based clause delineation for PDF documents.
+With this release, the clause delineation functionality has been enhanced to support text PDF documents and Word documents that do not use any styles. This enhancement helps to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and child clause individually.
-Clause discovery processor is now trained to identify sections, and sub-sections in Word and PDF documents, up to 3 levels. Support for formatting-based clause delineation has now also been extended to the Icertis Experience for Word, wherein the discovered clauses are displayed to the user in hierarchical format.
+Clause discovery processor is now trained to identify sections and sub-sections in Word and PDF documents up to 3 levels. Support for formatting-based clause delineation has also been extended to the Icertis Experience for Word, wherein the discovered clauses are displayed to the user in a hierarchical format.<br/> &nbsp;
-&nbsp;
+<span style="color:#800080;">'''727314 – A generalized framework to support additional languages in AI apps'''</span>
-<span style="color:#800080;">'''727314 – Supporting additional languages in AI apps'''</span>
 In the previous release, support was provided for clause and obligation discovery for agreements in German, Spanish and Portuguese languages.
-With this release, the discovery models will be enhanced to support the following additional languages – French, Dutch and Swedish. Support will be provided for DiscoverAI, NegotiateAI and DiscoverAI for legacy, for auto-detection of language, as well as for bilingual contracts.
+With this release, a language framework has been implemented for AI discovery which can support a large number of languages. Using this generalized framework, DiscoverAI, NegotiateAI, and DiscoverAI for legacy apps have been enhanced to support additional European languages – French, Dutch, Norwegian, and Swedish.&nbsp;
-'''Note: '''Scanned PDF documents are currently not supported for automatically detecting the language.
+Along with the clause and obligation discovery support, AI models would be able to discover attributes too, in all the supported languages.&nbsp;<br/> &nbsp;
-&nbsp;
+== Reports Enhancement Details ==
-<span style="color:#800080;">'''710739 – Configuring custom rules in DiscoverAI'''</span>
+<span style="color:#800080;">'''514593 – Introducing the&nbsp;Tagged Attributes Report'''</span>
-Previously, attribute discovery and obligation discovery were dependent on inbuilt schema Excel files. Adding and updating the schema rules for any attribute or obligation required technical details of the code.&nbsp;
+With this release, a new “Tagged Attributes Report”, which helps administrators understand the complete profile of an attribute and how it has been tagged across different clauses and templates. This provides them better visibility into attribute usage and saves them considerable time.
-With this release, the Excel schema has been deprecated and has been replaced with a rule engine, which can be used to easily write a rule in simple language, and the schema will be generated dynamically, thereby making it more user friendly.&nbsp;
+This report, available on the “Reports” tile, can be accessed based on the security groups’ configuration. The report can be filtered using the “Select Attribute” and “Select Entity” parameters. Based on the selected entity, the following columns are displayed – Clause/Template Code, Clause/Template Name, Contract Type, Clause/Template Version, Clause/Template Created By, Clause/Template Created On, Version Updated On, Attribute tagged as Template Variable, Attribute tagged as Clause Extended Attribute and Attribute Display Name.<br/> &nbsp;
-The rules engine will help configure custom rules for Obligation Discovery, Attributes Discovery and Playbook Discovery, using an inbuilt .NET based rule editor and the ICI master data entity.<br/> &nbsp;
+<span style="color:#800080;">'''769602 – Displaying clause extension attribute summary in the Clause Summary Report'''</span>
-== Enhancements to Reports ==
+Previously, the “Clause Summary Report” displayed “Clause Summary” and “Clause Version Summary” sections on the report index page.
-<span style="color:#800080;">'''514593 – Introducing Tagged Attributes Report for attributes tagged in clauses and templates'''</span>
+In this release, the report is being enhanced to display “Clause Extension Summary” which displays details on extended clause attributes. If the clause extended entity is defined for an ICI instance, then this report will display the information of the clause extension attributes. The “Clause Extension Version Summary” will display the latest values of clause extension attributes.&nbsp;<br/> &nbsp;
-ICI provides default reports such as “Attributes Value Report” which captures the attribute values and edits made over time, and the “Attribute Information Report” which provides details of the attribute properties and its incorporation in different contract types. Previously, attributes tagged in clauses and templates could also be checked by using the Preview mode or using Icertis Experience for Word. However, administrators often need to understand how an attribute has been used in these entities; for example, to carry out an impact analysis before removing an obsolete attribute.
+<br/> <span style="color:#800080;">'''514611 – Introducing the&nbsp;Notifications History Report'''</span>
-With this release, a new “Tagged Attributes Report” has been introduced as part of Admin Reports, which helps administrators understand the complete profile of an attribute, and how it has been tagged across different clauses and templates. This saves them considerable time as they no longer need to manually examine each clause and template, in addition to reducing manual errors.
+ICI administrators can set up subscriptions for different entities, for notifications to be sent to subscribed users at the occurrence of certain events. Notifications can also be sent using the broadcast functionality. The “Notifications History Report” provides visibility into which notifications were sent, when, and to whom, by displaying an audit history of notifications for the particular entity.&nbsp;
-This report available on the “Reports” tile can be accessed based on the security groups configuration. The report can be filtered using the “Select Attribute” and “Select Entity” parameters. Based on the selected entity, the following columns are displayed – Clause/Template Code, Clause/Template Name, Contract Type, Clause/Template Version, Clause/Template Created By, Clause/Template Created On, Version Updated On, Attribute tagged as Template Variable and Attribute Display Name.&nbsp;
-'''Note: '''Historical data for clauses and templates, added prior to Release 7.15, will not be considered by default for this report. In such cases, a utility needs to be run which generates report data for historical clauses and templates.
+The default report is available for contract requests, agreements, and associated documents, and is accessible through the left navigation pane of the details page, for an instance of the aforementioned entities. This report displays a list of notifications sent for an entity, including details such as the event that triggered the notification, the message body, subject, the To, CC, BCC recipient names, and email addresses; along with other details such as the attachment filename or sent date and time.&nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 41.png|720px|7.15 Release Notes Screenshot 41]]</div>
 &nbsp;
-<span style="color:#800080;">'''769602 – Enhancing Clause Summary Report for extended clause attribute version'''</span>
+<span style="color:#800080;">'''742607 – Providing additional localization support in reports'''</span>
-Previously, the “Clause Summary Report” displayed the “Clause Summary” and “Clause Version” sections on the report index page.&nbsp;
-In this release, the report is enhanced to display a “Clause Extension Summary”, which displays details on extended clause attributes. If the clause extended entity is defined for an ICI instance, then this report will display the information for each clause. It also displays a column for each version number, similar to the “Clause Version” summary section.
-<br/>  <br/> <span style="color:#800080;">'''514611 – Enhancing Notifications History Report for an entity'''</span>
+With this release, localization support will be provided in the Core platform, Sourcing, Obligation Management, and Insights SSRS report, in the following areas:&nbsp;
-ICI administrators can set up notification subscriptions for different entities to be sent to subscribed users at the occurrence of certain events. The “Notifications History Report” provides visibility into which notifications were sent, when, and to whom, by displaying an audit history of notifications for the particular entity. This provides better visibility to backtrack whether a user received a certain notification (or not).&nbsp;
+*Contract type names, if the respective entity has locale resource key values in the database.&nbsp;
+*Drop-down with Yes/No values.
+*Graph and Time zone tooltips, if present in the report.
+*Column headers. &nbsp;
+*Any error or validation messages.
+*Informative messages such as “No data available”. &nbsp;
-The default SSRS report is available for contract requests, agreements and associated documents, and is accessible through the left navigation pane of the details page, for an instance of the aforementioned entities.&nbsp;
+<br/> <span style="color:#800080;">'''583297 – Filtering additional reports by agreement status'''</span>
-The report can be filtered by “Notification Type” – “Broadcast” or “Subscription”.&nbsp;
+Previously the "Agreement Status" filter was available for the “Agreements Pending Approval Report”, “Expiring Agreements Report”, “Average Agreement TurnAroundTime Report” and “Expired Agreements Report”.&nbsp;
-*When filtered by “Broadcast”, the report displays the following columns - Contract Type Name, Subject, Body, To Recipient, Cc Recipient, Bcc Recipient, Sent Date and Time and Attachment File Names.&nbsp;
+This filter is now also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.
-*When filtered by “Subscription”, the report displays the following columns - Notification Template Name, Entity Name, Event Name, Category Name, Subject, Body, To Recipient, Cc Recipient, Bcc Recipient, Sent Date and Time and Attachment File Names.
 &nbsp;
-<span style="color:#800080;">'''742607 – Supporting localization for status and business status'''</span>
+<span style="color:#800080;">'''746607 – Enhancing the Cycle Time Report'''</span>
-With this release, localization support will be provided in core, Sourcing, Obligation Management and Insights SSRS reports, in the following areas:&nbsp;
+The “Cycle Time Report” displays the cycles for contract requests, agreements, agreements with contract requests, and the change of status for each entity from the date of creation to the date of execution, as well as the elapsed time. This enables users to get the turnaround time for tasks and take corrective actions wherever necessary.
-*Obligation Management Health Report, Obligation Management Dashboard Report.&nbsp;
+With this release, an “Organization Unit” filter is being introduced in this report for users to derive the desired information.
-*Contract type names, if the respective entity has locale resource key values in database.&nbsp;
-*Status filter on all reports, drop-down with Yes/No values.&nbsp;
-*Graphs and graph tool tips, page numbers, text written in RDL, hidden textboxes.&nbsp;
-*Dynamic column headers (for example, RFx Details Report in Sourcing).&nbsp;
-*Any error or validation messages, informative messages such as “No data available”. &nbsp;
-<br/> <span style="color:#800080;">'''583297 – Filtering additional reports by agreement status'''</span><br/> Previously the "Agreement Status" filter was available for the “Agreements Pending Approval Report”, “Expiring Agreements Report”, “Average Agreement TurnAroundTime Report” and “Expired Agreements Report”.&nbsp;
-Now, this filter is also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.
 &nbsp;
-<span style="color:#800080;">'''746607 – Enhancing the Cycle Time Report'''</span>
+<span style="color:#800080;">'''737196 – Adding hyperlink in PowerBI for agreement code'''</span>
-The “Cycle Time Report” displays the cycles for contracts requests, agreements, agreements with contract requests, and the change of status for each entity from the date of creation to the date of execution, as well as the elapsed time. This enables users to get the turnaround time for tasks and take corrective actions wherever necessary.&nbsp;
+With this release, the user creating a PowerBI report can hyperlink "Agreement Code" using conditional formatting with the Web URL option, so that on clicking an agreement code, the user is navigated to the corresponding agreement in ICI.&nbsp;
-With this release, an “Organization Unit” filter is being introduced in this report for users to be able to derive the desired information.
 &nbsp;
-<span style="color:#800080;">'''737196 – Adding hyperlink in PowerBI for agreement code'''</span>
+== Integration Details ==
-A new column has been added in PowerBI for “Agreement Code”, which has a hyperlink, that navigates the user to the agreement in ICI.<br/> &nbsp;
-== Integrations ==
 <span style="color:#800080;">'''605434 – Providing a unified flexible signature process'''</span>
-ICI has now improved the electronic signature process to provide a unified flexible signature workflow.
+Signing agreements is often a combination of manual signatures and electronic signatures. ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.
-With this release, the following capabilities have been added to the ICI signature process:
+*Introducing the hybrid signature process allows users to use manual and electronic signature mode in a single transaction.
-*Introducing the hybrid signature process.
+'''Note: '''If the DocuSign console is enabled, then the user has the provision to tag the signatories after manual signatures.&nbsp;For other signature modes, ICI relies on the provisions facilitated by your signature provider.
-*Enabling DocuSign console for users to add and modify the signatories.
-*Support for preview in DocuSign console.
-*Support for tagging signatories in DocuSign console.
-*Support for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES) in DocuSign.
-&nbsp;
+*Enabling DocuSign console with ICI that allows users to:
+**Add and modify the signatories.
+**Change the signature sequence.
+**Preview documents in the DocuSign console.
+**Tag signatories in the DocuSign console.
+**Use Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES) in DocuSign.<br/> &nbsp;
 <span style="color:#800080;">'''641289 – Allowing parallel signatures using DocuSign'''</span>
-Previously, DocuSign integration provided support for sequential signatures. This capability has been improved to allow parallel signatures, so that multiple signatories can sign the agreement simultaneously, thus reducing the overall turnaround time for the complete signature process.
+Previously, DocuSign integration provided support for sequential signatures.
-With this release:
-*Users can define the parallel signatories using rules.
+This capability has now been improved to allow parallel signatures, so that multiple signatories can sign the agreement simultaneously, thus reducing the overall turnaround time for the complete signature process.
-*Users can configure parallel signatories via the DocuSign console.
-*DocuSign process can be triggered in parallel for the configured signatories.
-*Sync back, audit and history can be captured in the ICI agreement.
+Parallel signatories can now be configured using rules or the DocuSign console.<br/> &nbsp;
+<div class="image-green-border">[[File:7.15 Release Notes Screenshot 42.png|720px|7.15 Release Notes Screenshot 42]]</div>
 <br/> <span style="color:#800080;">'''701825– Supporting multiple vendors for electronic signature'''</span>
-Previously, ICI supported one signature vendor within one instance of ICI. Now, multiple electronic signature vendors are supported in the same instance.&nbsp;
+Previously, ICI supported one signature vendor within one instance of ICI.&nbsp;
-With this release, users can:
+Now, users have the flexibility to not only select multiple electronic signature vendors in the same instance but also select the signature provider at the agreement level, based on the business requirements.
-*Select the provider at the agreement or amendment level, for electronic signature and execution. This is achieved by using the choice attribute “Esignature Provider” with “DocuSign” and “Adobe Sign” as options.
+Users now have the flexibility to:
-*Define standard rules and conditions to automatically select the provider for agreements and amendments.
-'''Note: '''This is applicable to DocuSign and Adobe Sign.
+*Configure any number of signature providers for a single ICI instance, as per business requirements.
+*Select the signature provider of choice, at the agreement or amendment level.
+*Define standard rules and conditions to automatically select the signature provider of choice, based on the organizational needs.
+*Use multiple accounts of the same signature provider or multiple accounts of different signature providers.
 &nbsp;
-<span style="color:#800080;">'''751651 – Syncing data task in Salesforce to publish completion notification on ASB'''</span>
+<span style="color:#800080;">'''751651 – Publishing success/failure notification message on ASB post data sync from Salesforce'''</span>
-Sales agreements with customers are created in Salesforce using the ICI adapter for integration. Previously, users had to click “Assemble Contract” to sync data and reflect any changes on the agreement document.
+Sales agreements with customers are created in Salesforce using the ICI adapter for integration. Previously, users had to click “Assemble Contract” to sync data and reflect any agreement document changes.
 With this release:
-*Document assembly is triggered automatically after every update from Salesforce. The changes will reflect in the generated agreement document once the instance and associations are synced, without clicking “Assemble Contract”.
+*Document assembly or notification to third party applications can be triggered by consuming the notification message posted on ASB via custom task implementation. The changes will reflect in the generated agreement document once the instance and associations are synced, without clicking “Assemble Contract”.
-*Upon completion of data sync task for an opportunity, the Salesforce data sync task raises a “Data Sync Complete/Failed” event on the Azure Service Bus (ASB) upon completion of data sync for the given opportunity.
+*Upon completion of data sync for an opportunity, the Salesforce data sync task raises a “Data Sync Passed/Failed” event on the Azure Service Bus (ASB) upon completion of data sync for each ICI entity related to the given opportunity. The message posted on ASB will display details such as Opportunity ID, ICI entity SysId and time stamp, among other information.<br/> &nbsp;
-*A message containing the opportunity Id and agreement SysId is updated, and the time stamp is also displayed.
-<br/> <span style="color:#800080;">'''796155 – Improving data flow between Salesforce and ICI'''</span>
+<span style="color:#800080;">'''796155 –&nbsp;Enhancements to the data flow between Salesforce/MS CRM and ICI'''</span>
-Previously, when changes were made to an agreement in the "Sent for External Signature" status, the data was synced from Salesforce to the ICI UI, but not in the template document.&nbsp;
+Previously, when changes were made to any Salesforce entity, then the data would sync in all related ICI contracts/requests, irrespective of their state in ICI. For example, contracts in the "Waiting For External Signature" state would not be updated via ICI UI but would get updated via data sync.
-Additionally, the agreement status changed only when an attribute which is tagged in the template was changed. However, if an attribute which was not tagged in the template changed, it was updated in the ICI UI and the status of agreement also remained the same.
 With this release:
-*Changes made to agreements in Salesforce while they are in Send for External Signature, Send for Internal Signature, Executed or Expired statuses will not be updated to the ICI UI.&nbsp;
+*Changes made to a record of an entity (for example, “Opportunity”) in Salesforce will not sync to corresponding ICI contracts if they are in “Waiting For External Signature”, “Waiting For Internal Signature” or “Expired” states.&nbsp;
-*When attributes are not tagged in the template document and the same attribute is mapped with Salesforce, updating the value of that field in Salesforce will change the status of the agreement from "Waiting for Approval" or "Approved" to "Draft"; unless it is a tracking attribute.&nbsp;
+*The data will sync only for tracking attributes if the contract is in the "Executed" state.&nbsp;
-This will ensure that the ICI UI and the template document will always be in sync and there are no compliance issues.
+These enhancements to the data flow, done for configurability and consistency with the ICI user interface, will ensure that the ICI UI and the template document will always be in sync and there are no compliance issues.
-&nbsp;
+<br/> <span style="color:#800080;">'''674469 – Generating ICI notifications and enhancing Salesforce data sync'''</span>
-<span style="color:#800080;">'''674469 – Sending success or failures alerts for monitoring in Salesforce'''</span>
-An alert mechanism is introduced for successes and failures in Icertis Experience for Salesforce integrations.&nbsp;
+An alert mechanism is introduced for monitoring success and failure in Icertis Experience for Salesforce integrations, using ICI/Email notifications, so that end-users get notified about success/failure in data sync.&nbsp;
 With this release:
-*All messages at ICI end can now be monitored by customers, and they will be able to retry transactions, if needed.&nbsp;
+*Customers will get success/failure ICI notification for data sync as well as reverse sync; and if there are any failures/exceptions in the sync process (data/reverse), the system will retry the respective operation, based on the configured retry count.&nbsp;
-*Additional logging has been introduced for ICI-Salesforce integration messages. Every message log will include the status, message Id and the incoming JSON details.&nbsp;
+*Additional logging has been introduced for ICI-Salesforce integration messages. Depending on the message type (success/failure), the Kibana logs will contain correlation ID, status, and JSON details.&nbsp;
-*Configurators also send email notifications to ICI users on forward/reverse data sync so that the recipients can take appropriate actions.
-<br/> <span style="color:#800080;">'''679797 – Supporting OAuth in Salesforce adapter'''</span>
+<br/> <span style="color:#800080;">'''679797 –&nbsp;Supporting JWT Bearer OAuth flow in Salesforce adapter with added support for Modified By use'''</span>
-Effective password management is an integral part of any corporate security policy. However, there are some risks involved in using user Id and password for authentication and authorization of production systems in an enterprise. Security organizations also had stringent security policies which do not approve user id or password authentication process.&nbsp;
+Effective password management is an integral part of any corporate security policy. However, there are some risks involved in using user IDs and passwords for authentication and authorization of production systems in an enterprise. Security organizations also have stringent security policies which do not approve user Id or password authentication process.&nbsp;
-With this release, support is provided for OAuth, a more secured authentication and authorization process. This makes the ICI application more secured and is easy for customers to manage using an actual business user Id, instead of a service user to update the records in ICI. It also removes any access issues involved in the business process. Customers do not have to add owners of the record to contracts team to obtain access.
+With this release, support is provided for JWT (JSON Web Token) Bearer OAuth, a secure authentication and authorization process. This makes the ICI integration with Salesforce more secure as the actual “Modified By” user from Salesforce is set as “Modified By” user in ICI for the corresponding ICI records during data sync.&nbsp;
-When entities in Salesforce are updated by a user, the process builder sends a message to ASB queue with minimal data such as entity Id. ICI task service picks the message, obtains integration user credentials from JSON or AKV, and makes an API call to Salesforce to fetch the changes. There are no user interactions involved in this asynchronous process, the task service uses the service user login to update the ICI records.&nbsp;
+When entities in Salesforce are updated by a user, the process builder sends a message to the ASB queue with minimal data such as entity Id. ICI task service picks the message, obtains integration user credentials from JSON or AKV, and makes an API call to Salesforce to fetch the changes. There are no user interactions involved in this asynchronous process, the task service uses the service user login to update the ICI records.&nbsp;
-When data in Salesforce is updated and data sync job is triggered, the Salesforce adapter will use client Id and secret key from AKV to fetch a user token, for invoking Salesforce APIs, using OAuth protocol.
+Users have the option to choose the authentication mechanism to be used. The system will provide support for backward compatibility of the old username and password flow.
 &nbsp;
@@ Line 830: / Line 802: @@
 <span style="color:#800080;">'''749083 – Supporting OAuth in the MS CRM adapter'''</span>
-Previously, MS CRM plugin used logged in user credentials to invoke ICI APIs when sales users updated any entity in MS CRM. Also, reverse data sync flow used service user login credentials to invoke MS CRM APIs when data was updated in ICI.&nbsp;
+Previously, reverse data sync flow in MS CRM used service user login credentials to invoke MS CRM APIs when data was updated in ICI.&nbsp;
-ICI now uses the client id and secret key instead of user id and password for authentication/authorization process between Salesforce and ICI. The server-to-server OAuth support is provided, so that the adapter and task service will use client Id and secret key from AKV, invoking MS CRM APIs.&nbsp;
+ICI now uses the client ID and secret key, instead of user ID and password, for the authentication/authorization process between MS CRM and ICI. The server-to-server OAuth support is provided, so that the adapter and task service will use client Id and secret key from AKV, invoking MS CRM APIs.&nbsp;
-Users will have the option to choose the authentication mechanism to be used. The system will provide the support for backward compatibility of old username and password flow.
+Users will have the option to choose the authentication mechanism to be used. The system will provide support for backward compatibility of the old username and password flow.<br/> &nbsp;
-&nbsp;
+== ICI Platform Tools Details ==
-== ICI Platform Tools ==
+'''<span style="color:#800080;">514636 – Enhancing P2P Tool in ICI Admin user interface</span>'''
-'''<span style="color:#800080;">514636 – Enhancing P2P Tool in ICI Admin user interface</span>'''
+With this release, enhancements have been made in ICI to support additional entities for a seamless P2P experience. This functionality, provided to administrators, can promote configurable entities in pre-production environments to target environments, thus reducing the manual efforts.
-With this release, enhancements have been made in ICI to support additional entities for a seamless P2P experience. This functionality, provided to administrators, can promote configurable entities in pre-production environments to production environments, thus reducing the manual efforts to do so.<br/> The following entities are now supported:
+The following entities are now supported:
 *Organizations (Orgs), Organization Groups (Org Groups)
@@ Line 869: / Line 841: @@
 As part of our continuous efforts to support our partners, we have upgraded the following documents for this release:
-*ICI Coding Guidelines (version 2):&nbsp;This document helps developers to follow specific guidelines and best practices while coding. The database coding guidelines have now been added.
+*'''ICI Coding Guidelines (version 2):'''&nbsp;This document helps developers to follow specific guidelines and best practices while coding. The database coding guidelines have now been added.
-*ICI Customization and Use Cases (version 2): This document explains how to perform customizations and provides some sample use cases that will help understand how to implement and execute ICI customizations. The document has been updated to support typescript.
+*'''ICI Customization and Use Cases (version 2): '''This document explains how to perform customizations and provides some sample use cases that will help understand how to implement and execute ICI customizations. The document has been updated to support typescript.
-*Working with ICI Tasks: Updated for the 7.15 release.
+*'''Working with ICI Tasks: '''Updated for the 7.15 release.
-*Working with ICI Hooks:'''&nbsp;'''Updated for the 7.15 release.
+*'''Working with ICI Hooks:&nbsp;'''Updated for the 7.15 release.
-*ICI Developer Library: Updated for the 7.15 release.
+*'''ICI Developer Library:''' Updated for the 7.15 release.
-*Local Environment Setup using ICI Binaries: Updated for the 7.15 release.
+*'''Local Environment Setup using ICI Binaries:''' Updated for the 7.15 release.
-*Self-Serve Tools:'''&nbsp;'''Updated for the 7.15 release.
+*'''Self-Serve Tools:''''''&nbsp;'''Updated for the 7.15 release.
 &nbsp;
@@ Line 887: / Line 859: @@
 == Technical Requirements for Release 7.15 ==
-The Icertis Contract Intelligence base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available on all environments. Specific customer environments may have other requirements. The software and hardware requirements for client system as well as mobile application are listed in the table below.
+The Icertis Contract Intelligence (ICI) Proposal Management application can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available in all environments.&nbsp;
+The software and hardware requirements for the client system as well as mobile application are listed in the table below.
 [[File:7.15 Technical Requirements - Operating Systems.PNG|720px|7.15 Technical Requirements - Operating Systems]]
@@ Line 911: / Line 885: @@
 &nbsp;
-&nbsp;
+== Known Issues ==
+This section includes some issues that we are aware of and plan to resolve at the earliest:
+[[File:Known Issues.PNG|720px|7.15 Known Issues]]
 &nbsp;