Revision as of 01:05, 23 January 2017

This page will:

1. describe the left nav:

Agreement Details: Detailed explanation for all options. Associations Amendments Commitments Agreement Clauses Team Notes Reports

2. explain various actions available:

• Compare changes with previous document version
• Broadcast
• Smart Links

3. describe the actions available for requests in all states" For example:

If your agreement is in Draft state, you can perform the following actions:

• Lock / Unlock: lock an agreement to prevent others to take any action on it.
• Collaborate: Add Users to collaborate with.
• Confidential / Non-confidential:
• Edit:
• Publish:
• Delete:

If your agreement is in Published state, you can perform the following actions:

• Download: save a copy of this Agreement to your local computer.
  
• Download All to save an Agreement and Associated Documents on your local computer
  
• Upload Document to upload the document in the ICM application.
  
• Lock to lock an Agreement to restrict others to take action on it.
  
• Edit to make changes to an Agreement.
  
• Confidential to move an Agreement to the confidential organization unit.
• Assemble Contract to include the Associated Documents (example - annexure), if any, along with the Agreement.
  
• Request Review to send the Agreement to the reviewer for review. To learn more about the Request Review process, click Send a Contract/Agreement for Review.
  
• Send For Approval to send the Agreement to the Approvers for approval.