From ICIHelp7.15
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* '''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 a Contract/Agreement for Review]]. <br/> | * '''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 a Contract/Agreement for Review]]. <br/> | ||
* '''Send For Approval''' to send the Agreement to the '''Approvers''' for approval. <br/> | * '''Send For Approval''' to send the Agreement to the '''Approvers''' for approval. <br/> | ||
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| + | | Note: Upload Signed Copy button will be available for the '''Primary and Secondary owners''' as well, in addition to the Internal signatory. Even the Primary and Secondary owner can also upload the signed document on behalf of the Internal signatory. The button will be available only while the agreement is in '''Waiting for Internal Signatory''' state. <br/> | ||
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Revision as of 11:06, 20 February 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.
| Note: Upload Signed Copy button will be available for the Primary and Secondary owners as well, in addition to the Internal signatory. Even the Primary and Secondary owner can also upload the signed document on behalf of the Internal signatory. The button will be available only while the agreement is in Waiting for Internal Signatory state. |
