Revision as of 14:27, 6 July 2020 (view source) IDT-1 (Talk | contribs) ← Older edit		Latest revision as of 04:14, 27 January 2021 (view source) WikiSysop (Talk | contribs)
(138 intermediate revisions by 5 users not shown)
Line 1:		Line 1:
		+
		+	= 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:
		+
		+	*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>
		+	**'''''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.&nbsp;
		+	***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.&nbsp;
		+	***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;
		+	***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;
		+	***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;
		+	***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;
		+
		+	*'''''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.&nbsp;
		+	**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. &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.
		+	**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.&nbsp;
		+	**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.&nbsp;
		+	**Larger file size support when uploading (4GB) and downloading (6GB) larger files for masterdata and associations.&nbsp;
		+	**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.).
	&nbsp;		&nbsp;
−	= ICM&nbsp;Release Notes - Release 7.12 =	+	*<span style="color:#800080;">'''Mobile App Updates'''</span>
		+	**Enhancing the “Refresh” functionality for “Tasks” and “Commitment” tabs to continually show the latest changes in the status for mobile app users.
−	== Overview of Release 7.12 ==	+	&nbsp;
−	The 7.12&nbsp;Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience, intelligence, analytics and intuitiveness by continually improving ICM functionalities and the user interface.	+	*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>
		+	**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;
		+	**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.&nbsp;
−	The key enhancements of this release include:	+	&nbsp;
−	*<span style="color:#008000;">'''Enhancements to the ICM Application'''</span>	+	*<span style="color:#800080;">'''Enhancements to ICI Add-ins'''</span>
−	**Enhancing extended template attributes to make them searchable on the Template Index page, global search, advanced search and on the search in Icertis Experience for Word	+	**'''''Icertis Experience for Word'''''
−	**Enabling Download All button for expired agreements and amendments	+	***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;
−	**Enhancing the functionality of Associations added as tables with localization of table headers&nbsp;	+	***Improving labeling of internal, external, and fully signed copies of agreements for easy identification of an agreement version.
−	**Providing localization support for clauses and templates to enable users to configure templates and create localized agreements&nbsp;	+	***Defining and updating clause groups as per business requirements for easy categorization and management.&nbsp;
−	**Providing administrators the ability to add global favorites to entity detail pages&nbsp;	+
−	**Establishing the differentiation between Internal Reviewer and External Reviewer along with respective role-action mapping&nbsp;	+
−	**Introducing a Click to Sign process, whereby signatories can directly preview and accept agreements	+
−	**Enhancing bulk creation of agreements with an option at configuration level to set the target workflow action for the agreements to be created &nbsp;	+
−	**Provisioning users to preview Approvers when swapping primary clauses for alternate clauses	+
−	**Introducing online editing support for agreement documents to greatly improve operational efficiency for contract owners	+
−	**Enhancing commitments functionality with an option to send reminders	+
−	**Enhancing user experience by grouping buttons on all entities' index pages, among other major functionalities	+
−	**Providing the flexibility to control users' actions on agreements based on their roles	+
−	**Enhancing the agreement index page with a button which allows copying an existing agreement to create a similar agreement	+
−	**Enhancing metadata of clauses with the ability to add details which can be leveraged in searches and defining rules	+
−	**Extending the functionality to copy team roles for peer associations of contract requests /agreements/amendments	+
−	**Providing users the option to clone commitments from existing ones	+
−	**Enhancing Excel data upload functionality with validations on choice value attributes	+
−	**Extending bulk download/upload functionality to associated documents enabling users to create line items with extended attributes or associated document attributes	+
−	**Providing the flexibility for users to create line items using extended or associated document attributes	+
−	**Providing users the flexibility to specify attributes for bid analysis per RFx Item and to enter value for bid analysis attributes per supplier item bid	+
−	**Ability to have flexible contract type extension	+
−	**Enhancing user experience by allowing resizing of popup windows	+
−	**Supporting the trigger of rules in case of attributes which have been localized	+
−	**Extending the number of records that can be added while adding a table as an association	+
−	**Introducing the ability to uniquely identify records related to RFQs	+
−	**Introducing flexibility in defining roles other than default roles provided in ICM	+
−	**Providing support for auto-attachment functionality for agreements, amendments and contract requests	+
−	**Enhancing associations with the ability to explicitly define the type of relationship between the association and agreement/amendment as parent, child or peer	+
−	**Enhancing the functionality of copying associations with the flexibility to exclude attachments	+
−	**Introducing a virus scan option for files uploaded into ICM<br/> &nbsp;	+
−	*<span style="color:#008000;">'''Enhancements to ICM API 2.0'''</span>	+
−	**Introducing some new APIs that will allow business applications to interact with ICM using standard API nomenclature for amendments, contract requests and searches	+
−	*<span style="color:#008000;">'''Enhancements to ICM Add-ins'''</span>	+	&nbsp;
−	**Allowing users to stay on the document for further edits or reviews while publishing occurs in the background.	+
−	**Enhancing the Word Add-in to display deviated clauses within the plugin	+
−	**Introducing WordAI to enhance user experience by merging NegotiateAI and Icertis Experience for Word (previously known as Scribe)	+
−	**Updating the logo for ICM Word Add-in	+
−	**Providing users the ability to take workflow actions such as approve, reject, send for approval and others using Icertis Experience for Word<br/> &nbsp;	+
−	*<span style="color:#008000;">'''Enhancements to Artificial Intelligence Applications'''</span>	+
−	**Establishing a contract lineage using AI so that users can visualize the changes done in the clauses, attributes, team members, statuses, versions, obligations and associations over the contract negotiation process or due to various amendments and addendums added subsequently	+
−	**Introducing a parallel view of discovered attributes against the original document<br/> Enhancing the in-built discovery model to discover attributes from Statement of Work agreements	+
−	**Enhancing the discovery performance to reduce time required for discovery of documents	+
−	**Enhancing natural language search query with support for user created attributes	+
−	*<span style="color:#008000;">'''Enhancements to Reports'''</span>	+	*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>
−	**Configuring core SSRS and Power BI reports to include contract types classified as Contracting&nbsp;	+	**Multiple enhancements to the AI-powered legal playbook capabilities:
−	**Introducing additional support for associated documents enabling users to create custom reports in Power BI<br/> &nbsp;	+	***Improved usability by enabling larger window views of the “Details” page and also including deviations.&nbsp;
−	*<span style="color:#008000;">'''Improving the Icertis Experience'''</span>	+	***All the playbook positions for a contract type now have the option to search and filter.&nbsp;
−	**Providing configurators the ability to redirect emails to specific addresses when testing Adobe electronic signature on non-production instances	+	***Administrators can create a new playbook record or update the existing one from within Icertis Experience for Word itself.
−	**Introducing the new eSignature platform experience	+	**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.
−	**Enabling Electronic seal tag for signing agreement documents	+	**Extending the clause hierarchy discovery feature to support text PDFs in addition to .docx documents.&nbsp;
−	**Supporting creation of ICM entities and contracts using SAP S/4 HANA as well as supplier masterdata integration and masterdata lookup using S/4 HANA	+	**Improving library clause recommendations for discovered clause based on learnings from user’s action in previous discoveries.&nbsp;
−	**Enhancing generic integration framework to support contract requests, associations, amendments	+	**Providing support for additional languages including “French”, “Dutch”, “Norwegian” and “Swedish” in AI apps.
−	**Enhancing Salesforce experience by providing users the ability to take request review and upload document actions from within the Salesforce grid&nbsp;	+	**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.
−	**Providing users the flexibility to manage ICM tasks from within Salesforce	+	**Enhancing and optimizing the performance of Machine Learning services to simplify deployment and run the workload on-demand while significantly reducing infrastructure management needs.
−	**Providing Salesforce users the ability to configure auto creation of contracts	+
−	*<span style="color:#008000;">'''Introducing ICM Platform Tools'''</span>	+	&nbsp;
−	**Enhancing ICM support for the PToP tool to promote ICM configurations or modifications that are made to ICM configurations in pre-production environments to production environments	+
−	**Providing support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups	+
−	**Providing support for elastic search sync<br/> &nbsp;	+
−	These release notes provide an overview of the enhancements to ICM and the ICM experience for integrations. Refer to the technical requirements and known issues for the release in this document. Refer to the detailed Wiki documentation for the explanation and capabilities of these and all other ICM features and functionalities.	+	*<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. 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 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. &nbsp;
		+	**Adding a new column in PowerBI for “Agreement Code” which navigates the user to the agreement in ICI.
		+	**Multiple localization enhancements within reports.
	&nbsp;		&nbsp;
−	== ICM Application Enhancements ==	+	*<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 (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 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.<br/> &nbsp;
		+	**'''''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.
−	'''<span style="color:#008000;">625385 – Global Search</span>'''	+	&nbsp;
−	The previous search functionality in ICM required users to traverse through multiple pages of the search results, to locate the record they were searching for. The results were displayed in no particular order. Traversing through pages of records was an inconvenient and time-consuming process for users, especially in case of hundreds of matching result records.<br/> Now, the ICM search functionality has been entirely revamped to provide a better, more user-friendly experience. Users can now view relevant records on the very first page of the results.	+	*<font color="#800080">'''Enhancements to Platform Tools'''</font>
		+	**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.
−	With this release:	+	&nbsp;
−	*Search results are displayed in order of relevance to the entered search query, with the best match(es) appearing as the top-most or most relevant search result(s).	+	*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>
−	*On the search details page through the Advanced Search button, the search mode radio button selected by default is Metadata. In case of Global Search, the default search mode is Combined, that is, search will be performed on both Metadata as well as Full Text. The default view here is the extended view.	+	**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.
−	*Document text which matches the search query is highlighted.	+
−	*The search drop-down displays top 5 relevant search results. A View All Results link is displayed, clicking which opens the results details page.	+
−	*Hovering over the results in the drop-down displays details about the entity&nbsp;	+
−	*Additional matching results are displayed below each result.	+
−	'''Note: '''The global attributes display name begin with AppSrc, so that they can be easily searched and identified.	+	These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''551111 – Grouping of actions on index page'''</span>	+	== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
−	Earlier, the applicable set of actions available for any entity were represented using icons across ICM. For example, the agreement index page had icons for View Agreement, Preview Document and View Smart Link actions. As part of our efforts to continuously improve ICM, multiple new actions are added for an entity over time. Hence, actions are now grouped together to improve the usability and user experience. &nbsp;	+	<span style="color:#800080;">'''514613 – Introducing the ability to preview agreements before publishing'''</span>
−	<br/>  <br/> <span style="color:#008000;">'''586165 – Support for online editing of agreements'''</span>	+	Previously, contract owners had to create the first version of an agreement to get a comprehensive view of the agreement.
−	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. To make changes or modifications to an agreement, ICM users previously had to download a copy, perform edits and upload it back to ICM. This created a version of the document in ICM.&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.
−	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 also audit information was often lost, it was not possible to trace what was approved and by whom.<br/> With this release, ICM offers online editing support for agreement documents creating radical operational efficiency for contract owners.&nbsp;<br/> It is now possible for:	+	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.
−	*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;	+	'''Note: '''This functionality is configurable. It is not available by default and can be enabled or disabled for chosen contract types.
−	*An agreement document, which has been edited using online editing, to be published to ICM without any loss of information.	+	<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 the create or edit wizard of agreement'''</span>
		+
		+	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.
−	'''Note:''' Only users with edit privileges on a document can participate in editing it online.	+	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>
		+	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>
		+	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>
		+	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;		&nbsp;
−	<span style="color:#008000;">'''550178 – Enabling search for extended template metadata'''</span>	+	<span style="color:#800080;">'''614944 – Initiating termination for parent agreement from the contract request'''</span>
−	Earlier in ICM, there were only predefined metadata for templates such as Name, Clause Code, Clause Group, and so on. To fulfill the requirements of some organizations, ICM provided the capability of extended template attributes to define additional custom metadata/attributes at the template level. However, users were not able to search templates based on these extended template attributes.<br/> Now, users can search and retrieve required templates using these extended attributes as search parameters in the global search, advanced search and the template index page.	+	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;		&nbsp;
−	<span style="color:#008000;">'''572767 – Ability to download all associated documents of expired agreements and amendments'''</span>	+	'''<span style="color:#800080;">506398 – Enabling search for external users with login privileges</span>'''
−	Earlier in ICM, users could download all the associated documents of an agreement or amendment for all other states but not when the agreement was in the Expired state.&nbsp;<br/> This capability is now also provided for expired agreements and amendments. This considerably improves usability as users no longer need to navigate to the respective Association tab to download the required documents one by one. The Administrator can now define access permissions so that the Download All button is available for authorized users allowing them to easily download all the associated documents of agreements and amendments for reference.&nbsp;	+	ICI’s collaboration portal allows external users with login privileges to access the platform and perform assigned tasks within ICI itself.&nbsp;
−	<br/>  <br/> <span style="color:#008000;">'''569901 – Ability to resize popup windows'''</span>	+	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.
−	Previously, popup windows within ICM had a fixed size.<br/> Now, support has been provided for users to be able to resize the windows, thereby enhancing their ICM experience manifold. This helps users to easily read information on Lookup, Team Grid and Create Association windows.	+	&nbsp;
		+	<span style="color:#800080;">'''514605 – Supporting extended clause attributes in agreements'''</span>
		+
		+	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 along with clause attributes, in the same window.
		+	<div class="image-green-border">[[File:7.15 Release Notes Screenshot 9.png|720px|7.15 Release Notes Screenshot&nbsp;9]]</div>
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''551117 – Associated document content including table headers in the preferred language'''</span>	+	<span style="color:#800080;">'''514615 – Streamlining&nbsp;the approval process over emails'''</span>
−	Earlier in ICM, if the language preference was English and the user created an agreement using a German language template that had an association as a table, then the buyer could create the association instance and assemble the contract. However, the language for the entire assembled document would be German, but the association table header (title) would be in English.&nbsp;	+	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;
−	This functionality has been improved so that the table header also appears in the same language as the remaining text in the template. In the example above, the entire assembled document as well as the association table header would be in German.	+	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:
−	<br/> <span style="color:#008000;">'''571054 – Ability to add global favorites to entity details page'''</span>	+	*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;
−	ICM Administrators can already set default favorites so that specific users can access relevant information targeted for them using global favorites. These global favorites are added to the corresponding index page of the selected entity. With this release, this functionality is further enhanced such that the Administrators can now choose to add global favorites to the Entity Details page.&nbsp;	+	<span style="color:#800080;">'''514643 – Ordering of clauses as tagged in an agreement'''</span>
−	They can set different default favorites for different entities for their users. For example, a pinned favorite search for line items can have different relevance as compared to a pinned favorite search for bids. Having default favorites pinned makes it easy for users to easily identify the actions that they need to take. Having pinned default favorite saved searches at entity level also helps the users access relevant information from within an entity, rather than having to travel to the index page for the same.	+	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;
−	ICM Administrators can now:	+	<span style="color:#800080;">'''617385&nbsp;– Ability to define additional clause group under clause entity'''</span>
−	*Choose to add global favorites to Entity Details page for specific users to view them in the associated parent or peer entity's Details page.	+	Previously, ICI supported 3 clause groups – “Termination”, “Legal” and “None”.
−	*Have global favorites added by default to the corresponding selected entity's Index page.	+
−	*Choose to add global favorites to both entity details and index pages.	+
−	Note:&nbsp;	+	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.
−	*The global favorites will always be appended to the last for a user per entity type.&nbsp;	+	Administrators can now:
−	*A maximum of 4 global favorites are displayed to the user based on the security group’s permissions.<br/> &nbsp;	+
−	<span style="color:#008000;">'''572768 – Display internal and external reviewer roles based on user type'''</span>	+	*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;
−	The Request Review functionality in ICM allows users to request their agreements to be reviewed. Before sending an agreement for approval or signature, the contract author can leverage the Request Review option and add a user or user group as reviewer.&nbsp;	+	<span style="color:#800080;">'''514621 – Reviving terminated agreements'''</span>
−	Previously, if the selected reviewer was&nbsp;an internal user, or a user group of internal users exclusively, still the team role/user role was depicted as External Reviewer in the Team and the History tabs respectively, on the agreement Details page. &nbsp;&nbsp;<br/> With this release:&nbsp;	+	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.
−	*If the user or all the users in the user group added as a reviewer are internal users, the role displayed will be Internal Reviewer.	+	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.
−	*If the user or any one user in the user group added as a reviewer is an external or third party user, the role displayed will be External Reviewer.	+
−	*Administrators will be able to define actions and action display names for different entities and states for internal and external reviewer roles, respectively.&nbsp;	+
−	'''Note:''' This change does not apply to Send For Review functionality as that review happens only after an agreement is executed and is applicable only for internal users.	+	'''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>
−	&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.
−	<span style="color:#008000;">'''551122 – Localization support for clauses into templates'''</span>	+	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;
−	Previously in ICM, there was no provision to have localization of clauses that could be used to create agreements in different languages. Hence, the users had to create multiple templates to be able to create agreements in different languages.	+	Users can now:&nbsp;
−	With this release, users can store the localized version of clauses and enable them when authoring and executing agreements. So, users can configure the template that can be used to create a localized agreement. This considerably reduces the efforts of creating and managing multiple templates to support different languages.	+	*Initiate the termination workflow using “Bulk Actions”, by creating and executing a new batch. &nbsp;
		+	*Generate and view a status report for agreements terminated in bulk.&nbsp;
		+	*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.<br/> &nbsp;
		+
		+	<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 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;
		+
		+	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 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;		&nbsp;
−	<span style="color:#008000;">'''568718 – Additional Click to Sign signature option available for agreements'''</span>	+	<span style="color:#800080;">'''558605 – Viewing amendments in grid view on the agreement details page'''</span>
−	ICM already supports electronic and manual signatures. With this release, a Click to Sign signature process is being introduced where the signatory can preview the agreement and indicate acceptance to the terms in the agreement. &nbsp;	+	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;
−	If the signatory accepts the terms and conditions by checking the box in the Preview window, it is used to mark the agreement as accepted and signed by the signatory. The signatory also has the usual option to reject the agreement for signing, with the agreement going back to the Draft state.&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;
−	ICM Administrators who are authorized to create contract types can now add Click to Sign as an option in the signature type attribute. This would make this signature flow available for contracts of that type.&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;
		+
		+	Users can now:&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;
		+	<div class="image-green-border">[[File:7.15 Release Notes Screenshot 16.png|720px|7.15 Release Notes Screenshot 16]]</div>
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''574611 – Ability to swap alternate clause from Clause Comparison Report and view approvers'''</span>	+	<span style="color:#800080;">'''620411 – Defining IN operator when applying lookup filters'''</span>
−	Previously in ICM, the substitute language of a clause was stored as an Alternate Clause to the Primary Clause. Contract authors had the provision to replace any Alternate Clause using the Clause Comparison Report. Whenever such clauses are replaced by alternate clauses, a certain set of approvers get triggered for the agreement.&nbsp;	+	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;
−	With this release, contract authors are being provided with the capability to preview the list of approvers that will be triggered due to the clause swap.&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;
−	Similarly, whenever new version of an agreement is created, the Content Control window which is now displayed now has a provision to preview the approvers that will be added or removed based on the changes made to the clause.	+	Configurators can now:&nbsp;
−	<br/> <br/> <span style="color:#008000;">'''568773 – Ability to create and send agreements for approval during bulk creation&nbsp;'''</span>	+	*Use the "IN” operator in the lookup filter attribute on agreement contract types.&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;
−	ICM allows contract authors to create multiple agreements from a single agreement with the provision of copying associations and attributes as required. Previously, these agreements created in bulk would be in Draft status. In order to send the bulk created agreements for approval, users had to either do it individually for each agreement or they had to configure a Saved Search and take a bulk action on it.	+	<span style="color:#800080;">'''573339 – Managing user preferences as part of profile management'''</span>
−	With this release, this feature has been enhanced with an option at configuration level to define if these agreements are to be published, or created and sent for approval as part of the creation process.&nbsp;<br/> A choice-type attribute Target Workflow Action has been added in the existing bulk configuration masterdata contract type. Administrators can now specify whether bulk created agreements should be sent for approval or not. When the Target Workflow Action attribute is set to Create and Send for Approval and bulk agreements are generated on the model agreement:&nbsp;	+	Users can set preferences for their ICI Web UI account such as language, color theme, time zone, and so on.&nbsp;
−	*Approvers get added to the agreement’s team based on the rules configured.	+	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;
−	*Agreements will be sent for approval to the approver(s), and the agreement status will be updated to Waiting for Approval.	+
−	*If no approver is present in the agreement’s team, the agreement will be approved directly and its status will be updated as Approved.	+
−	By default, the agreements would be created in Draft status. Amendments can also be sent for bulk approval using the same functionality.<br/> Users can also decide whether the templates for bulk created agreements would be different or same than model agreement during bulk creation process. An attribute Enable Template ReEvaluation is added in existing bulk configuration masterdata contract type.&nbsp;	+	Administrators can:&nbsp;
−	*When Enable Template ReEvaluation attribute is set to Yes, the Template Selection rules will be re-evaluated, and the first template from the list will be used for creating bulk agreements. The Template can be same or different than model agreement depending on the configured rules.&nbsp;	+	*Set and manage preferences for a single user through a single user update, and for multiple users through the bulk process.
−	*When the Enable Template ReEvaluation attribute is set to No, the template used for bulk created and model agreements will be same.	+	*View preference settings modifications details in the “History” tab for audit.&nbsp;
		+	*Search users based on parameters related to preference settings.
−	Any Template selection rule configured for bulk creation will not be evaluated if Enable Template ReEvaluation value is No.	+	Users can:&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;		&nbsp;
−	<span style="color:#008000;">'''550187 – Provision to send reminder notifications for commitments'''</span>	+	<span style="color:#800080;">'''604775 – Moving agreement to executed state without uploading the document'''</span>
−	ICM has the provision to track the milestones in an agreement with the Commitment functionality. Initially, to ensure that these commitments are fulfilled in timely manner, automated reminders were sent. Now, users also have the capability to send reminders at any time using the Send Reminder option and customize the notification as well as trigger reminder notifications in bulk.&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;
−	<br/>  <br/> <span style="color:#008000;">'''572677 – Flexibility to control the agreement actions based on role of the user'''</span>	+	This functionality is available for agreements, amendments, and orphan amendments.<br/> &nbsp;
−	ICM already allows controlling workflow actions for a user through role action mapping.&nbsp;ICM has extended support for other agreement actions that can also be controlled based on the user role, thus improving the overall access control for a user.&nbsp;	+	<span style="color:#800080;">'''614860 – Attaching associated documents to agreement notifications'''</span>
−	Users can now control:	+	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;
−	*Actions such as Compare Documents, Compare Clause Changes and Broadcast available to a user for an agreement.	+	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.
−	*Visibility of reports available in the agreement.	+
−	*Creation and disassociation of associated documents from an agreement.	+
−	*Linking and disassociation of peer association from an agreement.	+
−	&nbsp;	+	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.&nbsp;
		+	**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;
		+
		+	<span style="color:#800080;">'''586492 – Defining different relationship types while associating peer instance'''</span>
		+
		+	ICI allows users to define the linkage type as a parent, child, or peer while associating peer entities with each other.
−	<span style="color:#008000;">'''572781 – Ability to copy existing agreement from the agreement index page'''</span>	+	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.
−	Previously, ICM supported the copy existing agreement functionality from the agreement Details page. Now, the same functionality has been added on the agreement index page for better usability. With this, the user can perform the copy action without having to navigate into the individual agreement details page.	+	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;
−	Authorized users can now click an icon on the agreement index page to copy it to create a similar agreement. Along with the agreement, users now also have the ability to select any associated documents (parent-child or peer associations), commitments or obligations to be copied; where the Allow Copy with Association flag is set to True at the contract type level. If the association flag is set to False, a validation is displayed.	+	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, and initiate termination flow.&nbsp;
		+	*Associate and Inheritance icons.
		+	*Bulk actions.
		+	*Agreement creation through business APIs.
		+	*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:''' 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;		&nbsp;
−	<span style="color:#008000;">'''551116 – Support for extended clause metadata'''</span>	+	<span style="color:#800080;">'''619558 – Downloading amendments using download all functionality'''</span>
−	Previously, users were not able to add more details to a clause. With this release, an entity for clause extension is being introduced which could help users in various ways, such as, when defining rules and searches.	+	ICI users can download an agreement and all its associations in a zip file using the “Download All” action available on agreements.&nbsp;
−	Users can now:	+	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;
−	*Create contract types with defining attributes from masterdata, similar to the template/user extended entity.	+	<span style="color:#800080;">'''615291 – Configuring attributes inheritance for amendments at the contract type level'''</span>
−	*View the clauses extended entity attributes in the clause creation wizard.	+
−	*Configure rules using these attributes.	+
−	*Enter the values for clause extended attributes using Add-ins.	+
−	<br/>  <br/> <span style="color:#008000;">'''569900 – Ability to cascade team from contract request, agreement, amendment to its association'''</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;
−	Previously, ICM provided support to copy team role from contract request, agreement and its amendment to its parent child association. With this release, the support is being extended to copy team role from contract request, agreement or amendment to its peer associations.	+	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;'''
−	A tile has been added under the configuration, where an authorized user can map all such team roles for a defined contract type to its parent-child as well as peer associations.	+	*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.<br/> &nbsp;
−	Administrators can now:	+	<span style="color:#800080;">'''614877 – Replacing a user with multiple users'''</span>
−	*Provide the capability to copy the entire or selective team of the entity (contract request, agreement or amendment) to its peer association.	+	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;
−	*Copy all or selective team of the entity to its peer association on a parent or peer entity event.	+
−	Users can now:	+	Administrators can now:&nbsp;
−	*Sync/update the team of association when any team is added or removed from a contract request, agreement or amendment entity.	+	*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;
−	*Capture audit logs while copying the team from the contract request, agreement or amendment entity to its peer association.	+	*Validate the replaced user role against the assigned role.&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.
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''574034 – Ability to have flexible contract type extension'''</span>	+	<span style="color:#800080;">'''614963 – Superseding agreement values as per amendment using rules'''</span>
−	ICM provides the flexibility to select and use masterdata attributes as extensions to agreements and associated documents at the time of instance creation. Users can create rules to add or remove these extended attributes to agreement and associated documents.	+	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>
		+	The administrator can control the supersede functionality for agreements by:
−	With this release, many ICM features such as lookups, saving a search, saving as a template, and so on are further enhanced to manage the extended attributes in the same way as normal attributes. This considerably improves usability and simplifies the process for users who deal with hundreds of items and need to have multiple configurations.	+	*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;
−	Users can now:	+	<span style="color:#800080;">'''615293 – Showing or hiding the No Team Available message'''</span>
−	*Configure conditional attributes, tracking attributes, computations (enable expressions) to use as extended attributes.&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;
−	*Mark extended attributes as mandatory and validate. &nbsp;	+
−	*Control access privileges for extended attributes based on the user’s role.&nbsp;	+
−	*Maintain audits of the extended attributes.&nbsp;	+
−	*Exclude extended attributes from copy while creating an agreement by copying the existing agreement.&nbsp;	+
−	<br/> <span style="color:#008000;">'''551119 – Ability to copy and create existing commitments'''</span>	+	ICI now can suppress this message through technical configuration, thereby minimizing the number of unnecessary clicks.&nbsp;
−	With this release, users have been provided with the capability to copy an existing commitment and generate new commitments from it. Users can also configure attributes to be excluded from being copied automatically. This considerably reduces time and effort required to create individual commitments.	+	Administrators can:&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 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.
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''550181 – Rules implementation for localized masterdata attributes'''</span>	+	<span style="color:#800080;">'''618345 – Defining complex conditional logic for attributes visibility'''</span>
−	Previously, localization support for masterdata attributes was limited to display localized values in lookup attributes based on language set in ''User Preference''. If the attribute had a lookup had a Localized value, its rule would not get triggered as the rule was supported only in English.	+	Previously, users could configure a conditional attribute for a contract type with simple conditions using single “equal to” operator.&nbsp;
−	With this release, users will be able to:	+	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;
−	*Trigger a rule if the masterdata value has been localized on the agreement, contract request, association or the masterdata on create/Edit page.	+	Users can now:&nbsp;
−	*Trigger a rule if any lookup type attribute is updated using Icertis Experience for Word.	+
−	*Configure any rule type as all rules now have localization support.	+
−	Evaluation of localized values will be supported for all rule&nbsp;types given that the rule is configured in the English language.	+	*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.
		+	<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>
		+
		+	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;
		+
		+	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;		&nbsp;
−	<span style="color:#008000;">'''551105 – Ability to use attributes to identify unique line items'''</span>	+	<span style="color:#800080;">'''694211 – Improving handling of exceptions for string combinations'''</span>
−	Previously, RFQs and their multiple related records such as line items, rounds and awarding records were created without any associations. Users found it difficult to link RFQs to its related records.<br/> With this release, ICM offers a provision to define an agreement code that refers to both, the RFQ attribute and the current record attribute, at the time of linking the peer association to the agreement contract type.&nbsp;	+	Previously, some combinations of special and alphanumeric characters used as input values resulted in generic exceptions.&nbsp;
−	Users can now:	+	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;
−	*Set a flag to mark the peer association as child type at contract type level which will have normal association creation workflow.&nbsp;	+	<span style="color:#800080;">'''732929 – Uploading clauses and templates in bulk'''</span>
−	*Define the value of agreement code from the agreement and its related association contract type.	+
−	&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;
−	<span style="color:#008000;">'''550193 – Extended number of records while adding a table as an association'''</span>	+	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.
−	ICM supports adding associations to an agreement in various forms, such as documents and tables. With this release, ICM has now extended support to 200 records that can be assembled in an Association tagged as a table.&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;
−	<br/>  <br/> <span style="color:#008000;">'''568776 – Export and import capability for associated documents'''</span>	+	<span style="color:#800080;">'''655507 – Uploading and downloading large files with the file path attribute'''</span>
−	ICM provides a capability for bulk download (export) and upload (import) of line items from association grid using Excel. Now, users can create line items with extended attributes or associated document attributes based on the template selection and export/import through Excel into ICM.	+	ICI now provides support for larger files. This is applicable to masterdata and associations.
	Users can now:		Users can now:
−	*Select and add attributes from all attributes defined in masterdata contract type.	+	*Upload files up to 4GB under the file selection attribute.&nbsp;
−	*Load Excel filled by the buyer (at the RFQ level) at the Round level to match the information.	+	*Upload files with all supported file extensions allowed in the file selection attribute.
−	*Create, edit and delete records in bulk using Excel.	+	*Download All/Download Package up to 6 GB.
−	*Manage import/ export of lookup attributes, conditional attributes, and attributes derived by computations or enabled expressions in bulk.	+
−	*Look up attributes in the same way as masterdata is looked up using Excel.	+
−	*Control the access privileges to import/export Excel based on the user’s role.	+
−	*Control access privileges for attributes in Excel based on the user’s role.	+
−	*Localize and display attributes and headers in the Excel.	+
−	*Validate data during import/export using Excel.	+
−	*Keep data in Excel in sync with data displayed on the user interface.	+
−	*Make attributes non-editable.	+
−	*Manage refreshing associations during import/export.	+
−	*Maintain and display audit of import/export operations.	+
−	*Generate log files for line items.	+
−	<br/> <span style="color:#008000;">'''574036 – Ability to configure and control access privileges based on role'''</span>	+	ICI supports virus scanning of large files if the virus scan feature is enabled.<br/> &nbsp;
−	Previously, ICM users could only be assigned one of the default roles available in the system.&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.&nbsp;The Upload/Download of the files would be supported for Azure and Windows Storage.
−	With this release, ICM provides users the capability to define new roles and control access by specifying privileges depending on their business requirement. The access to the newly defined roles can be controlled using existing capabilities in ICM (such as Security Groups, Role Action Mapping, etc.). This is applicable for agreements, amendments and associated documents.&nbsp;	+	&nbsp;
−	With custom roles, users can:&nbsp;	+	<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>
−	*Control navigation pane access for agreement and associated documents.&nbsp;	+	Previously in ICI, attribute names did not support special characters apart from _ (underscore), & (ampersand), and space.&nbsp;
−	*Control group access privileges and team actions.&nbsp;	+
−	&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.
−	<span style="color:#008000;">'''574087 – Ability to add auto-attachments as associations via event rule'''</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;
−	As part of RFQ creation process, users need to add several documents as mandatory attachments to RFQs that may not change frequently. Previously, users had to attach multiple such documents manually to every RFQ which was a tedious and time consuming process.	+	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;
−	ICM now has simplified the process by allowing users to attach predefined standard documents automatically to associations based on defined event rules.	+	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;
−	Users can now:	+	<span style="color:#800080;">'''573336 – Displaying drop-downs as radio buttons or checkbox list for user selection'''</span>
−	*Maintain a repository of standard documents in masterdata.	+	With this release, ICI provides new controls for multi-select and single-select choice attributes.&nbsp;
−	*Define the mapping between associations for auto-attachments for agreements.	+
−	*Define rules and saved search to trigger the auto-attachment process for associations.	+
−	*Bifurcate auto-attachments from manual attachments when copying an agreement.	+
−	'''Note: '''This is applicable for agreements and amendments.	+	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;
−	<br/> <span style="color:#008000;">'''585000 – Ability to define parent-child relationship for peer associations'''</span>	+	*The radio button for single-select choice attributes.&nbsp;
		+	*The checkbox list for multi-select choice attributes.
−	ICM provides the functionality to attach associations to agreement entities. This functionality has now been enhanced with the ability to define the type of relationship (association) as Parent, Child or Peer. The Linkage Type field is enabled through technical configuration.	+	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;
−	With this release, agreements can have only one association as a parent and all existing related agreements will be tagged as peer associations.	+	<span style="color:#4B0082;">'''593421 – Labeling agreement document versions as per signature copy'''</span>
		+	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;		&nbsp;
−	<span style="color:#008000;">'''572764 – Ability to scan files for viruses when uploading to ICM'''</span>	+	<span style="color:#800080;">'''872309 – Providing flexibility for assembling associations tagged as clauses'''</span>
−	With this release, ICM has added a generic virus scan framework which can be used to implement other virus scanning software. When configured, this will help to scan files for any malware and protect ICM against a wide variety of threats. It is applicable to the Word and Excel plugins as well.	+	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.
−	Users can now:	+	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;
−	*Scan all supported file formats by default during upload.	+	*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.
−	*Scan files in bulk.	+	*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:#008000;">'''645417 – Ability to create agreement with latest approved version while using Copy Agreement functionality'''</span>	+	== Mobile App Enhancement Details ==
−	Previously, In ICM, when the new agreement is created by coping existing agreement using the Copy Record functionality, it is created with the same version as the original agreement.&nbsp;	+	<span style="color:#800080;">'''773907 – Refreshing tasks and commitments'''</span>
−	ICM now provides the capability to choose the latest approved version of the template of the original agreement during copy to create the new agreement.	+	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;
−	'''Note: '''The Copy Record functionality does not change for third party paper.	+	<span style="color:#800080;">'''850259 – Updating logo and ICM to new guidelines'''</span>
−	<br/>  <br/> '''<span style="color:#008000;">572756 – Ability to exclude auto-attached documents from the copied association</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;
−	ICM now allows attaching standard documents from the masterdata repository for associations automatically based on the defined event rule.	+	<span style="color:#800080;">'''773923 – Changing compatibility in Android 11'''</span>
−	When an association with auto-attached documents is replicated by copying, there is a need to exclude auto-attached documents from the copied association. This is required to avoid duplication of association records and unnecessary upload of files into the ICM repository as the new created record will have its own auto-attached documents.	+	Android 11 compatibility changes have been made with this release by setting the target SDK version to 30 and deprecated methods have been updated.
−	ICM provides a flag or identifier to separate associations into manual and auto-attachment associations.	+	&nbsp;
−	Users can now:	+	<span style="color:#800080;">'''773917 – Deprecating the UI WebView component for iOS'''</span>
−	*Select auto-attachment associations when an agreement is sent for signature along with the bundled association.	+	With this release, the UI WebView component for iOS has been deprecated.<br/> &nbsp;
−	*Download all associations of an agreement in the ZIP format.&nbsp;<br/> &nbsp;	+
−	== ICM API Enhancements&nbsp; ==	+	== ICI API Enhancement Details&nbsp; ==
	<div class="image-green-border">		<div class="image-green-border">
−	<span style="color:#008000;">'''553319 – Additional APIs for amendments, contract requests and searches in ICM API 2.0'''</span>	+	<span style="color:#800080;">'''704069 – Enhancing ICI API 2.0 implementation'''</span>
−	With this release, some new APIs have been introduced that will allow business applications to interact with ICM using standard API nomenclature for amendments, contract requests and searches.	+	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;
−	These include:	+	This is applicable for visualizing, retrieval, creation, and updating of the instances of the following entities:<br/> Contract Requests
−	*Amendment APIs&nbsp;	+	*Agreements
−	**In addition to the existing APIs to create amendments, new API are provisioned to create orphan amendments in the system.	+	*Associations
−	*Contract Request APIs	+	*Amendments
−	**In addition to the existing APIs to manage contract requests, new APIs have been added to support getting and adding associations in a contract request.	+
−	*Search APIs	+
−	**Search API have been added to allow users to query agreements and related entities across multiple contract types.	+
−	**Search APIs have been added to allow creating, editing, executing and deleting saved searches.	+
−	</div> <div class="image-green-border">&nbsp;</div>	+
−	== Enhancements to ICM Add-ins&nbsp; ==	+
−	<span style="color:#008000;">'''619841 – Introducing Icertis Experience for WordAI'''</span>	+	New visualize endpoints have also been added for the above entities to get information about their attribute and template configuration.
−	With this release, two of the ICM Add-ins - NegotiateAI and Icertis Experience for Word have been merged into Icertis Word.AI to provide users a seamless experience.&nbsp;<br/> Icertis Word.AI can be leveraged to create, edit and manage templates, clauses and agreements.&nbsp;	+	&nbsp;
−		+
−	Using Icertis Word.AI, it is now possible for:&nbsp;	+
−	*ICM Administrators to configure and setup Icertis Word.AI.&nbsp;	+	<span style="color:#800080;">'''756815 – Downloading associated document API'''</span>
−	*Other users to work with templates, clauses and agreements.&nbsp;	+
−	*Perform different tasks such as creating, editing and deleting template variables. &nbsp;	+
−	*Tag attributes, clauses, associations, signatories and template variables. &nbsp;	+
−	'''Note: &nbsp;'''	+	ICI already supports downloading agreements.
−	*Users can view and edit only those clauses and agreements for which they have Manage privilege in ICM. &nbsp;	+	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.
−	*To edit an agreement, a user needs to download the agreement document and open it in Word.AI.&nbsp;	+
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''571651 – Provision to show clause deviations in Icertis Experience for Word'''</span>	+	<span style="color:#800080;">'''731961 – Provisioning success or failure message for workflow operations'''</span>
−	Previously, users were able to view deviations in agreement clauses through the agreement details page. With this release, users can now see within the Word Add-in, any such clauses which have been tagged/added in an agreement and which are deviated. The details of the deviated clause are also displayed through Word Add-in.	+	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.
−	With this release:	+	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.
−	*A list of deviations is displayed in Agreement Clauses tab for an agreement or amendment’s document version.&nbsp;	+	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;
−	*Clauses that are added using the Add Deviation option through the Word Add-in are also displayed.	+
−	*View information regarding the deviated clauses such as Status, Deviated By, Deviated On in the Word Add-in as well as a View in ICM link.	+
−	The deviation clauses are visible based on role action mapping as per existing ICM flow. They are searchable, so users can easily navigate to a particular clause in the agreement document and view the highlighted content of those clauses in Word Add-in.	+	<br/> <span style="color:#800080;">'''660859 – Supporting TrackingId in APIs'''</span>
−	<br/> '''Note:&nbsp;'''	+	To work with ICI entities, at times, multiple API calls are needed to complete an operation.&nbsp;
−	*The deviation clauses are only displayed for the latest version of the agreement.	+	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;
−	*Users cannot perform the deviation approval flow from the Word Add-in.	+
−	<br/> <span style="color:#008000;">'''487082 – Ability to take workflow actions using Icertis Experience for Word'''</span>	+	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;
−	Previously, tasks related to template and clause management could be managed using Icertis Experience for Word. However, to manage agreement related tasks, users had to switch between ICM and the Word Add-in. &nbsp;	+	The following API changes have been made to ensure that the existing implementation and code remains intact:
−	ICM now enables the users to accomplish agreement related workflow actions such as approving, rejecting or recalling an approved agreement directly using Icertis Experience for Word. This considerably reduces the turnaround time and improves the user experience. User can view the updated status of the agreements on the Versions tab, History tab and Audit Trail on the ICM Web.	+	*Provided support for a “TrackingId” header in every logging request.&nbsp;
		+	*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.<br/> &nbsp;
−	&nbsp;	+	'''Note: '''The implementation of the "TrackingId" is optional and the value must be GUID only.&nbsp;Supported in API 1.0 as well.
−	<span style="color:#008000;">'''574616 – Icertis logo updation in Icertis Experience for Word'''</span>	+	This can be used for:
−	With this release, the ICM Word Add-in logo has been replaced with the improved logo for Icertis Experience for Word.<br/> &nbsp;	+	*Related API Calls
		+	*Async operations
		+	*Bulk operations
		+	*Status check operations &nbsp; &nbsp;
		+	</div>
		+	&nbsp;
−	== Enhancements to Artificial Intelligence Applications in ICM ==	+	== ICI Add-ins Enhancement Details ==
−	<span style="color:#008000;">'''510546 – Establishing a contract lineage using AI'''</span>	+	<span style="color:#800080;">'''668859 – Enhancing filtering and searching of clauses &nbsp;'''</span>
−	Contracts go through multiple transformations over a period of time. During the contract negotiations, multiple attributes and clauses get added or changed. Team members, statuses, obligations, associations also get added, updated or removed. Once the contract is executed, many addendums are added later or multiple clauses are replaced with new clauses in the amendments, etc. With such high number of transformations, it is difficult to keep track of which clause or attribute is in force.&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;
−	ICM has now improved usability by using AI so that users can now easily see the changes in the clauses, attributes, team members, statuses, versions, obligations and associations due to developments in the contract negotiation process or due to various amendments and addendums added subsequently in one go. This helps contract owners to learn from these changes and devise an optimal negotiation strategy for further engagement with customers or vendors.	+	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.
−	Contract owners can now:&nbsp;	+	Users can now:
−	*Identify the changes done to the contract over a period of time, so that all the changes made are visible in the contract at one go.&nbsp;	+	*Filter and search clauses and templates by clause metadata in the clause and template library respectively.
−	*Visualize how the attribute values are changed over a period of time.&nbsp;	+	*Filter and search clauses and templates by extended clause metadata in the clause and template library respectively.
−	*Visualize how the clauses and their languages have changed over a period of time.&nbsp;	+	*Perform&nbsp;free-text search on the clause and template content.
−	*Visualize how the statuses of agreements have changed over a period of time.&nbsp;	+	<div class="image-green-border">[[File:7.15 Release Notes Screenshot 36.png|720px|7.15 Release Notes Screenshot 36]]</div>
		+	&nbsp;
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''575397 – Improved discovery based on existing customer data'''</span>	+	== AI Applications Enhancement&nbsp;Details ==
−	ICM’s existing discovery model discovers 15 attributes and more than 40 clauses from MSA or NDA type agreement documents.&nbsp;	+	<span style="color:#800080;">'''727318 – Enhancing AI-powered playbook in Icertis Experience for Word'''</span>
−	With this release, the process of discovering attributes and clauses is improved for better accuracy by training the in-built discovery model with wide variety of agreements. ICM discovery model now discovers out-of-the-box attributes from SOW type of agreements.&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;
−	The existing ObligationAI approach, which was model based, is now replaced by AI and Rule-based approach to discover obligations more accurately.	+	The legal playbook is now enhanced and provides more options to work with the playbook from Icertis Experience for Word.&nbsp;
−	Contract negotiators can now:&nbsp;	+	With this release:
−	*Identify clauses and attributes from multiple MSA, NDA, IT MSA, SOW contract types more accurately and automatically using DiscoverAI and NegotiateAI apps.&nbsp;	+	*Negotiators can easily review the playbook exceptions found in deviated agreement clauses on the “Agreement Clause” page. &nbsp;
−	*Identify obligations from MSA, NDA and SOW contract types more accurately and automatically with ObligationAI.	+	*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.
−	*Select a discovery model specific to contract types to discover attributes and clauses with better accuracy as compared to other models.	+	*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.&nbsp;
		+	*Negotiators can request approval for a playbook exception from the playbook “Details” page.&nbsp;
		+	*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;
−	<br/> <span style="color:#008000;">'''575399 – UX revamp to display discovered attributes and original document side-by-side'''</span>	+	<span style="color:#800080;">'''575475 – Automating user feedback during clause review'''</span>
−	Previously, contract negotiators had to periodically visit the AI discovery section to check for discovery completion. Then, they had to switch to the Document View in order to review the recommendations given by the AI algorithm.	+	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;
−	With this release, when contract negotiators trigger the discovery process, they can view the progress of AI discovery on the agreement Details page. They will be able to view:	+	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;
−	*The progress of all four discovery processes.	+	<br/> <br/> <span style="color:#800080;">'''539492 – Rearranging discovered clauses'''</span>
−	*The percentage of discovery process completed for each of discovery process and the overall discovery process.	+
−	*The approximate time it would take to complete the individual discovery process and the overall discovery process.	+
−	Contract negotiators will now have an option to launch an interface in a new tab/window where the discovered clauses, attributes, etc. are displayed along with the agreement document. An option is now available to launch side-by-side view of the document along with the discovered entities. Using this option, users can view different sections for discovered clauses, attributes, tables and obligations.&nbsp;	+	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;
−	Contract negotiators also have an option to search within the agreement document. The results are highlighted to the user and a count is displayed. Users can also save any changes made in the individual discovery sections.	+	*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>
		+	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;
		+
		+	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;
		+
		+	Users can:&nbsp;
		+
		+	*View the progress of the attribute discovery.&nbsp;
		+	*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.<br/> &nbsp;
		+	<div class="image-green-border">[[File:7.15 Release Notes Screenshot 40.png|7.15 Release Notes Screenshot 40]]</div>
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''575455 – Ability to process multiple documents simultaneously during the discovery process'''</span>	+	<span style="color:#800080;">'''727312 – Clause hierarchy discovery in text PDFs'''</span>
−	Previously, upon receiving multiple requests, the AI discovery model added them in a queue form and processed each document individually. With this release, the discovery performance has been enhanced such that multiple documents can be processed simultaneously and within lesser time.	+	In the previous release, clause hierarchy discovery was introduced in well-formatted .docx agreements.
−	Users can now start the discovery process for their document without waiting for other discovery processes to complete. A total of 20 documents can now be processed in parallel.	+	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.
−	The duration for a document discovery to be completed depends on the number of pages in a document. For example, discovery process for a .docx file with 10 pages and 1 table will take 120 seconds to complete; whereas one with 500 pages and 15 tables will take 1800 seconds.	+	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:#008000;">'''602198 – Support for user created attributes in NLP search'''</span>	+	In the previous release, support was provided for clause and obligation discovery for agreements in German, Spanish and Portuguese languages.
−	Previously, the ICM AI enabled mode of searching allowed users to search agreements using a spoken language statement. With this release, the functionality has been enhanced to support user defined attributes as well. For example, queries such as “contract value above 20000 USD”, “contract value below 20000 USD”, “contract value between 20000 USD and 2000000 USD” and so on, can be entered to search contracts of a certain value.<br/> &nbsp;	+	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;
−	== Enhancements to Reports ==	+	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;
−	<span style="color:#008000;">'''570314 – All core SSRS reports to only include contract types classified as Contracting'''</span>	+	== Reports Enhancement Details ==
−	ICM offers the functionality to classify Business Type/ Contracting agreement type at contract type level. With this release, core reports will be limited to Contracting business application type.	+	<span style="color:#800080;">'''514593 – Introducing the&nbsp;Tagged Attributes Report'''</span>
−	Users with access to standard and insights reports will only be able to see data related to agreements with Contracting business application type. Thus, the reporting data would not contain any sourcing agreements.	+	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 is applicable to the following reports:	+	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;
−	*Agreement Clause Content Report&nbsp;	+	<span style="color:#800080;">'''769602 – Displaying clause extension attribute summary in the Clause Summary Report'''</span>
−	*Agreement Deviation Report	+
−	*Agreements Pending Approval Report	+
−	*Agreements Pending Execution Report	+
−	*Average Agreement Turn Around Time Report	+
−	*Clauses Pending Approval Report	+
−	*Expiring Agreements Report	+
−	*Templates Pending Approval Report	+
−	*Cycle Time Report&nbsp;	+
−	*Detailed Report&nbsp;	+
−	*Attribute Value Report&nbsp;	+
−	*Template Clause Report&nbsp;	+
−	*Clause Profiling Report&nbsp;	+
−	*Clause Deviations Report	+
−	*Expired Agreements Report&nbsp;	+
−	*Approved Requests Waiting For Contract Creation Report	+
−	*Signature Type Report&nbsp;	+
−	*CLM Activity Report&nbsp;	+
−	*Clause Insights Report	+
−	*Deviation Insights Report	+
−	<br/> <span style="color:#008000;">'''606134 – All Power BI Reports to only include contract types classified as Contracting'''</span>	+	Previously, the “Clause Summary Report” displayed “Clause Summary” and “Clause Version Summary” sections on the report index page.
−	Users with access to Power BI dashboards will now only see data of agreements with business application type as Contracting while accessing the Business Summary, Legal Summary and Legal Details reports.	+	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;
−	Since the Custom report is common to sourcing and contracting, having a filter which is configurable makes the experience more user-friendly than only restricting the create report for contracting use cases only.	+	<br/> <span style="color:#800080;">'''514611 – Introducing the&nbsp;Notifications History Report'''</span>
−	&nbsp;	+	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;
−	<span style="color:#008000;">'''567137 – Ability to add datasets for associated documents in Power BI for obligation and management'''</span>	+	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;
−	In order to have a comprehensive view of the state of obligation compliance users needed to have self-serve ways to build reports and dashboards. Users have now been given the flexibility to build reports on obligation compliance across hierarches – from agreements and obligations to fulfillments and fulfillment evidences.&nbsp;	+	<span style="color:#800080;">'''742607 – Providing additional localization support in reports'''</span>
−	With this release, users have the option for slice and dice for viewing and narrowing down to the right type of Obligations for any given context. Advanced Analytics with Power BI is the ICM offering to let customers create and view custom reports. Users will now have OM application datasets for Agreement, Obligation and Fulfillment entities in the Power BI data model as well.&nbsp;	+	With this release, localization support will be provided in the Core platform, Sourcing, Obligation Management, and Insights SSRS report, in the following areas:&nbsp;
−	With the additional data sets, users will be able to generate reports on Power BI such as for:	+	*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 aggregate fulfillment status for a given obligation, especially for recurring fulfillments.	+	<br/> <span style="color:#800080;">'''583297 – Filtering additional reports by agreement status'''</span>
−	*Number of days it took for a fulfillment cycle, which is for an obligation or fulfillment to move from created to approved state.	+
−	<br/> <span style="color:#008000;">'''657965 – Support for Service Principal Authentication method for Power BI'''</span>	+	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;
−	ICM has now extended support for Service Principal Authentication method to authenticate Power BI resources for Advanced Analytics. It has been implemented as the default method of Power BI authentication for improved security. However, the option to continue with the current authentication method of using user credentials for Power BI is still available.	+	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.
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''573000 – Sub-role included in Detailed and User Profiling Reports'''</span>	+	<span style="color:#800080;">'''746607 – Enhancing the Cycle Time Report'''</span>
−	ICM provides the ability to define sub-roles for the Approver role. With this, all the capabilities of the Approver are enabled for users at the sub-role level. This capability has now been extended to reports so that users can have relevant information and make informed decisions.&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.
−	With this release, the Detailed Report, User Profiling Report and Agreements Pending Approval Report have now been modified to display the Approver sub-roles such as Contract Admin, Legal Approver and others.	+	With this release, an “Organization Unit” filter is being introduced in this report for users to derive the desired information.
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''573621 - Enhancement to reports processing error message'''</span>	+	<span style="color:#800080;">'''737196 – Adding hyperlink in PowerBI for agreement code'''</span>
−	Previously, when viewing reports resulted in processing errors, the No data available message was displayed. This message has now been modified for clarity, as follows:<br/> ''An error occurred during report processing, if the issue persist kindly contact customer support team.''	+	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;
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''601540 - Unavailability of Template Clause Report as Dashboard KPI'''</span>	+	== Integration Details ==
−	With this release, the Template Clause Report has been deprecated from the Dashboard KPIs. However, it will still be accessible from the Reports tile.	+	<span style="color:#800080;">'''605434 – Providing a unified flexible signature process'''</span>
−	&nbsp;	+	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.
−	== Integrations ==	+	*Introducing the hybrid signature process allows users to use manual and electronic signature mode in a single transaction.
−	<span style="color:#008000;">'''541825 – Integration with the new eSignature platform &nbsp;&nbsp;'''</span>	+	'''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.
−	With this release, customers can now use Namirial eSignAnyWhere as their electronic signature platform to send the agreements electronically for signatures to internal and external signatories. The invited signatories receive an email notification with a link to the document to review and sign or decline to sign or to delegate the action. The agreement will be executed once the document is signed electronically by all the involved signatories. &nbsp;&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;
−	Contract administrators can track the status of the agreements sent for signature within ICM. They can also recall the agreement sent for signature, if it was not signed by all parties.	+	<span style="color:#800080;">'''641289 – Allowing parallel signatures using DocuSign'''</span>
−	<br/> <span style="color:#008000;">'''569172 – Enabling Electronic seal tag for signing agreement documents &nbsp;&nbsp;'''</span>	+	Previously, DocuSign integration provided support for sequential signatures.
−	Previously, users were able to sign agreements based on signature tags present in the agreement templates. &nbsp;&nbsp;	+	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.
−	With this release, ICM has extended the support for enabling electronic seal tags in templates that will be used for marking electronic seals during the signature process using DocuSign. The support of electronic seals will help the organization’s legal teams to certify the integrity and the origin of the contracts.	+	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>
−	&nbsp;	+	Previously, ICI supported one signature vendor within one instance of ICI.&nbsp;
−	<span style="color:#008000;">'''579067 – Ability to support additional electronic signature platforms'''</span>	+	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.
−	Just like support has been extended to Namirial eSignAnyWhere in addition to DocuSign and Adobe Sign for electronic signatures, ICM has enhanced adaptability by making it possible to implement and integrate any other electronic signature provider as well based on customer 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.
	&nbsp;		&nbsp;
−	<span style="color:#008000;">'''572516 – SAP S/4 Supplier masterdata integration &nbsp;'''</span>	+	<span style="color:#800080;">'''751651 – Publishing success/failure notification message on ASB post data sync from Salesforce'''</span>
−	The Icertis Experience for SAP S/4 HANA allows users to search, display and select S/4 HANA masterdata required for completing the contracting process within ICM.	+	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.
−	The ICM Experience for S/4 HANA adapter:	+	With this release:
−	*Allows periodic data sync between S/4 HANA masterdata and ICM masterdata tables.	+	*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”.
−	*Can be configured such that ICM Admin ca configure the data sync jobs and the related entity mappings.	+	*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;
−	*Is agnostic to masterdata entity i.e. it is generic enough to support any masterdata that the customer would like to sync from S/4 HANA into ICM to complete contracting business process.&nbsp;	+
−	Some key use cases that customers should be able to configure the adapter to include:	+	<span style="color:#800080;">'''796155 –&nbsp;Enhancements to the data flow between Salesforce/MS CRM and ICI'''</span>
−	*Supplier master data from S/4 HANA to ICM.	+	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.
−	*Material/Items master data from S/4 HANA to ICM.	+
−	*Payment master (Terms, Types) from S/4 HANA to ICM.	+
−	&nbsp;	+	With this release:
−	<span style="color:#008000;">'''572517 – SAP S/4 HANA masterdata lookup&nbsp;'''</span>	+	*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;
		+	*The data will sync only for tracking attributes if the contract is in the "Executed" state.&nbsp;
−	With this release, ICM and ICM business applications (Sourcing and Obligation Management) have been integrated with SAP S/4 HANA to render masterdata lookup from SAP S/4 HANA.	+	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.
−	<br/>  <br/> <span style="color:#008000;">'''573373 – Generic integration framework to support contract requests via ASB'''</span>	+	<br/> <span style="color:#800080;">'''674469 – Generating ICI notifications and enhancing Salesforce data sync'''</span>
−	Previously, ICM supported a generic ASB adapter for inbound and outbound integration for Agreements. With this release, support is provided for creating contract requests for agreements. Users will now be able to create and update Contract Requests in ICM using an external application.	+	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;
−	&nbsp;	+	With this release:
−	<span style="color:#008000;">'''573377 – Generic integration framework to support associations via ASB'''</span>	+	*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. Depending on the message type (success/failure), the Kibana logs will contain correlation ID, status, and JSON details.&nbsp;
−	Previously, ICM supported a generic ASB adapter for inbound and outbound integration only for agreements. With this release, support is provided for creating contract requests for the agreements. Users will now be able to create and update contract requests in ICM using an external application. &nbsp;	+	<br/> <span style="color:#800080;">'''679797 –&nbsp;Supporting JWT Bearer OAuth flow in Salesforce adapter with added support for Modified By use'''</span>
−	The ASB adapter will pick the JSON payload from the message queue and create associations to an existing agreement or RFx record in ICM. Users will thus be able to manage purchase requisitions, purchase orders, sourcing events and similar tasks by sending associated data. &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;
−	&nbsp;	+	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;
−	<span style="color:#008000;">'''573379 – Generic integration framework to support amendments via ASB'''</span>	+	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;
−	Contract amendments are an integral part of business flow and the support for amendment integration is critical for businesses. With this release, the generic integrations ASB adapter will be able to update amendments to an agreement on the created, updated, approved and executed actions.&nbsp;	+	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;		&nbsp;
−	<span style="color:#008000;">'''594454 – Additional connector support for JSON file format'''</span>	+	<span style="color:#800080;">'''749083 – Supporting OAuth in the MS CRM adapter'''</span>
−	Previously CSV files were supported for masterdata upload using ASB and SFTP, while text based files were supported for uploads using SFTP.&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;
−	With this release, the file based integration will additionally support JSON file format, while also supporting blob connectors.	+	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;
−	&nbsp;	+	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;
−	<span style="color:#008000;">'''554864/554868 – Support for request review and upload actions in Salesforce grid'''</span>	+	== ICI Platform Tools Details ==
−	Previously, ICM users could manage and execute contract management tasks using Salesforce Classic and Lightning user interface. The Icertis Experience for Salesforce introduced support for the following actions at the grid level: Assemble, Download and Send for Approval.&nbsp;	+	'''<span style="color:#800080;">514636 – Enhancing P2P Tool in ICI Admin user interface</span>'''
−	With this release, support has been extended for the Send for Review and Upload document actions, thus considerably improving usability. &nbsp;The action buttons displayed on the user interface are based on the privileges assigned to the user via role action mapping in ICM . The agreement can be sent for review to multiple users by selecting the users from the available list.	+	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.
−	'''Note:''' If a user wants to view or edit a contract record, they will still have to double-click the contract record which will open the contract Details page in Salesforce.&nbsp;	+	The following entities are now supported:
−	&nbsp;	+	*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
−	<span style="color:#008000;">'''537774 – Ability to create contracts based on Opportunity or Quote'''</span>	+	'''Note:''' Customers using ICI versions before 7.15 will need to upgrade to use this feature.
−	Previously, users could only manage contracts using the Icertis Experience for Salesforce. They did not have the option to automatically initiate a contract based on an Opportunity or Quote status.&nbsp;	+	&nbsp;
−	With this release, the contract creation process has been automated based on opportunity or quote status, will increase the productivity of sales users.<br/> Sales Admin users can now:	+	== Partner Enablement ==
−	*Configure the opportunity or quote status which can automatically trigger the contract creation.	+	<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</span>
−	*Configure the contract type which should be used to create the contract based on data from an Opportunity or Quote.	+
−	*Define the Type of Paper to be used as Own or Third Party.	+
−	*Configure automated contract creation or manual contract creation by creating a task for the opportunity (for which a contract needs to be created).&nbsp;	+
−	**If there is a task to manually create a contract, Sales users will be able to create a contract using a single button click that will assemble all necessary documents for the type of contract to be created i.e. follow the same steps as above.	+
−	**For auto creation of contracts, the ICM for Salesforce will determine the dependencies for the contract. For example, if the opportunity is for an extension, the existing master agreement for the account will be identified and an appropriate contract type such as an order form will be selected and associated with it.	+
−	Additionally, Salesforce users will receive a Task and/or Chatter notification whenever a contract is automatically created.	+	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.&nbsp;
−	&nbsp;	+	As part of our continuous efforts to support our partners, we have upgraded the following documents for this release:
−	<span style="color:#008000;">'''580066 – Ability to redirect emails when testing Adobe Sign eSignature on other instances'''</span>	+	*'''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.
−	As a part of the signature process, emails to signatories are triggered via Adobe Sign, starting from when the agreement is sent for signature till the agreement is signed. However, when ICM is set up on non-production environments, these emails need to be redirected (or overridden) so that real business users are not flooded with emails that require no action from them while the instances are being set up for testing purpose.	+	*'''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.
−	<br/>  <br/> <span style="color:#008000;">'''574458 – ICM task integration to Salesforce tasks'''</span>	+	*'''Working with ICI Tasks: '''Updated for the 7.15 release.
−	Previously, Salesforce users could manage all internal and external tasks within Salesforce itself. However, they could not manage ICM tasks from within Salesforce. &nbsp;	+	*'''Working with ICI Hooks:&nbsp;'''Updated for the 7.15 release.
−	With this release, ICM users can now:&nbsp;	+	*'''ICI Developer Library:''' Updated for the 7.15 release.
−	*Manage ICM tasks from within Salesforce. The tasks created in ICM are pushed to Salesforce that allows to view the summary of the tasks with the attributes such as Task Name, Status, Priority, Due Date. &nbsp;	+	*'''Local Environment Setup using ICI Binaries:''' Updated for the 7.15 release.
−	*View the task details after it is available in Salesforce.&nbsp;	+
−	*Configure ICM task integration with Salesforce. &nbsp;	+	*'''Self-Serve Tools:''''''&nbsp;'''Updated for the 7.15 release.
	&nbsp;		&nbsp;
−	== ICM Platform Tools ==	+	== Technical Requirements for Release 7.15 ==
−	<span style="color:#008000;">'''588361 – PToP support for ICM'''</span>	+	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 7.11 release, some enhancements were made to the Promote To Production (PToP) tool such as Vulnerability and Penetration Testing (VAPT) fixes, testing open bugs in PToP engine, some validations in the PToP engine, and an improved user interface to provide support to PToP and DevOps teams.	+	The software and hardware requirements for the client system as well as mobile application are listed in the table below.
−	With this release, changes have been made in ICM to support the PToP engine. This functionality, provided to administrators, can promote ICM configurations/modifications that are made to ICM configurations in pre-production environments to production environments. This tool provides support for contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The elastic search sync is also supported by the tool.	+	[[File:7.15 Technical Requirements - Operating Systems.PNG|720px|7.15 Technical Requirements - Operating Systems]]
−	'''Note:''' UI changes on contract type, rule set, notification template are not included.	+	[[File:7.15 Technical Requirements - Browser Compatability Matrix.PNG|720px|7.15 Technical Requirements - Browser Compatibility Matrix]]
−	&nbsp;	+	[[File:7.15 Technical Requirements - Other Requirements.PNG|720px|7.15 Technical Requirements - Other Requirements]]
−	<span style="color:#008000;">'''561717 – PToP support for Daimler'''</span>	+	[[File:7.15 Technical Requirements - Smartphone Mobile App.PNG|720px|7.15 Technical Requirements - Smartphone Mobile App]]
−	With this release, changes have been made in ICM to support the PToP engine. This functionality, provided to Administrators, can promote ICM configurations/modifications that are made to ICM configurations in pre-production environments to production environments.	+	[[File:7.15 Technical Requirements - Special Requirements 1.PNG|720px|7.15 Technical Requirements - Special Requirements 1]]
−	This functionality:	+	[[File:7.15 Technical Requirements - Special Requirements 2.PNG|720px|7.15 Technical Requirements - Special Requirements 2]]
−	*Provides AWS Support for File Copy in Auto PToP tool.	+	[[File:7.15 Technical Requirements - Special Requirements 3.PNG|720px|7.15 Technical Requirements - Special Requirements 3]]
−	*Supports for movement of Security Group, User Group and Rule.&nbsp;	+
−	*Gets the list of entities for which ES Sync has failed when ES Sync is not successful.	+
−	*Provides upfront validation for Source and Target DB version mismatch before actual P2P validation process starts.	+
−	*Gives an option to enable DB, ES and Store backup before PToP starts which is helpful for complex PToP.	+
−	*Gives a validation error if the same entity is added multiple times, so that PToP does not fail.	+
−	*Supports saved searches.	+
−	*Supports User groups, Security Groups and Org Groups (which is done through manual PToP in Daimler).	+
−	*Supports terminated clauses and templates. This is required when a user makes a mistake, for example in language, and this already has been pushed to production.	+
−	*Provides validations of PToP task using a small tool in Daimler to validate names of all clauses and templates, thus helping to resolve issues in naming CSV files, naming in ICM, etc. This is checked through VBA script). Also, users may need to manually verify Is Latest which may be in an issue in environments.	+
−	'''Note:''' Customers using ICM version before 7.12 need to upgrade to use this feature.<br/> &nbsp;	+	[[File:7.15 Technical Requirements - MS Office Plugins 1.PNG|720px|7.15 Technical Requirements - MS Office Plugins 1]]
−	== Technical Requirements for Release 7.12 ==	+	[[File:7.15 Technical Requirements - MS Office Plugins 2.PNG|720px|7.15 Technical Requirements - MS Office Plugins 2]]
−	The Icertis Contract Management 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:	+	[[File:7.15 Technical Requirements - Security.PNG|720px|7.15 Technical Requirements - Security]]
−	[[File:7.11 Release Notes Technical Requirements 001.png|720px|7.11 Release Notes Technical Requirements 001.png]]	+	&nbsp;
−	[[File:7.11 Release Notes Technical Requirements 2.png|720px|7.11 Release Notes Technical Requirements 2.png]]	+	== Known Issues ==
−	[[File:7.11 Release Notes Technical Requirements 03.png|720px|7.11 Release Notes Technical Requirements 03.png]]	+	This section includes some issues that we are aware of and plan to resolve at the earliest:
−	[[File:7.11 Release Notes Technical Requirements 4.png|720px|7.11 Release Notes Technical Requirements 4.png]]<br/> [[File:7.11 Release Notes Technical Requirements 05.png|720px|7.11 Release Notes Technical Requirements 05.png]]	+	[[File:Known Issues.PNG|720px|7.15 Known Issues]]
	&nbsp;		&nbsp;
−
−	== Known Issues for Release 7.12 ==
	&nbsp;		&nbsp;
		+
		+	'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile App]] | [[Biz_Apps_Release_Notes|ICI Business Apps Release Notes]]&nbsp;|

---

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. 

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.

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 

 

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:

 

 

Related Topics: Agreement Management | Association Management | Compliance Management | Template Management | Clause Management | Configuration | Reports | Advanced Analytics | User Administration | ICI Tools |  Icertis Business Apps | AIML | ICI Add-ins | ICI Mobile App | ICI Business Apps Release Notes |