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− | *[[4.4]] | + | *[[Home]] |
− | **[[Send Notification]]
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− | **[[Highlight Meta Data Values]]
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− | **[[Create a Rule with Template Name]]
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− | **[[Export Search Results]]
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− | **[[Define Template Name]]
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− | *[[My Dashboard]]
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− | **[[View Dashboard]]
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− | **[[Edit KPI Tiles on Dashboard]]
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− | *[[Requests]]
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− | **[[Search an Existing Request]]
| + | |
− | **[[View Request Status]]
| + | |
− | **Create a Request
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− | ***[[Create a New Request]]
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− | ***[[Copy an Existing Request]]
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− | ***[[Download and Print Request Information]]
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− | **Review and Approve/Reject a Request
| + | |
− | ***[[Send a Request for Review]]
| + | |
− | ***[[Review a Request]]
| + | |
− | ***[[Send a Request for Approval]]
| + | |
− | ***[[Approve a Request]]
| + | |
− | ***[[Add Notes]]
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− | **[[Edit a Request]]
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| *[[Agreement Management]] | | *[[Agreement Management]] |
− | **Search Contracts/Agreements
| + | **[[Agreements]] |
− | ***[[Search Contracts/Agreements]]
| + | **[[Amendments]] |
− | ***[[Create Smart Links]]
| + | **[[Requests]] |
− | ***[[Save Your Search Results]]
| + | **[[Bulk Actions]] |
− | **Create a Contract/ Agreement
| + | *[[Association Management]] |
− | ***[[Create a Fresh Contract/ Agreement]]
| + | |
− | ***[[Create a Contract/ Agreement from Contract Request]]
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− | ***[[Copy an Existing Agreement]]
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− | ***[[Add Supporting Documents to Your Contract/ Agreement]]
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− | ***[[Add Commitments to Your Contract/Agreement]]
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− | ***[[Set Auto-Expiry of a Contract/ Agreement]]
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− | ***[[Download and Print Contract/ Agreement Information]]
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− | ***[[Send a Message]]
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− | **[[Edit a Contract/ Agreement]]
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− | **Delete a Contract/ Agreement
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− | ***[[Delete a Contract/ Agreement]]
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− | ***[[Cancel a Contract/ Agreement]]<br/>
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− | **Add Team to Your Contract/ Agreement
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− | ***[[Add and Remove Approvers]]
| + | |
− | ***[[Enable and Disable Approvers]]
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− | **Review and Approve/Reject a Contract/ Agreement
| + | |
− | ***[[Send a Contract/ Agreement for Review]]
| + | |
− | ***[[Review a Contract/ Agreement]]
| + | |
− | ***[[Approve a Contract/ Agreement]]
| + | |
− | ***[[Reject a Contract/ Agreement]]
| + | |
− | ***[[Add Notes]]
| + | |
− | ***[[Delegate an Agreement Approval/Review]]
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− | **Deviation in Clauses
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− | ***[[Review Deviated Clauses]]
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− | ***[[Approve Deviated Clauses]]
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− | ***[[Add Manual Deviation]]
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− | **Execute a Contract/ Agreement
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− | ***[[Fulfil a Commitment]]
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− | ***[[Send an Agreement to External/Third Party Signature]]
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− | ***[[Electronic Signature for Own Paper]]
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− | ***[[Electronic Signature for Third Party Paper]]
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− | ***[[Manual Signature]]
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− | **Terminate a Contract/Agreement*
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− | ***[[Post - Execution Review of an Agreement/Contract]]*
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− | ***[[Terminate an Agreement]]
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− | **[[Add Amendment to a Contract/ Agreement]]
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− | **Upload Agreements Using MS Excel
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− | ***[[Install ICM Excel Add-In]]
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− | ***[[Log In to ICM Excel Add-In]]
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− | ***[[Upload Agreements Using ICM Bulk Insert]]
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− | **Associated Document
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− | ***[[Search an Associated Document]]
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− | ***[[Create an Associated Document]]
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− | ***[[Approve an Associated Document]]
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− | *[[Notifications]]
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− | **[[Notification Tabs]]
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− | **[[View Notifications]]
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− | *[[Reports]]
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− | **[[Types of Reports]]
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− | **[[Generate a Report]]
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− | *[[Configuration]]
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− | **[[Contract Types]]
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− | | + | |
| *[[Compliance Management]] | | *[[Compliance Management]] |
− | **[[Obligations]]
| + | *[[Template Management]] |
− | ***[[Create Obligation]]
| + | **[[Create a Template_in ICI Word Add-in]] |
− | | + | **[[Approve/Reject a Template]] |
− | *[[Contract Types]]
| + | **[[Bilingual Templates]] |
− | **[[Search a Contract Type]]
| + | |
− | **Create a Contract Type
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− | ***[[Create a Structure of Supporting Documents for a Contract/ Agreement]]
| + | |
− | ***[[Create a Structure of a Contract/ Agreement]]
| + | |
− | ***[[Create a Structure of a Contract Request]]
| + | |
− | ***[[Create a Structure of Masterdata]]
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− | **Approve/Reject a Contract Type
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− | ***[[Send the Contract Type for Approval]]
| + | |
− | ***[[Approve/Reject a Contract Type]]
| + | |
− | ***[[Publish a Contract Type]]
| + | |
− | **[[Edit a Contract Type]]
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| *[[Clause Management]] | | *[[Clause Management]] |
− | **[[Search a Clause]]
| + | *[[Configuration]] |
− | **[[Create a Clause]] | + | **[[Contract Type]] |
− | **Approve/Reject a Clause | + | **[[Attribute]] |
− | ***[[Send a Clause for Approval]]
| + | **[[Rule]] |
− | ***[[Approve/Reject a Clause]]
| + | **[[Masterdata]] |
− | **[[Edit a Clause]]* | + | **[[Alias Master]] |
− | *[[Template Management]] | + | **[[Cascade Team]] |
− | **[[Search a Template]] | + | **[[Promote Configurations]] |
− | **[[Upload a Template in ICM]]
| + | *[[Reports]] |
− | ** Create a Template using Microsoft Word | + | **[[Agreement Details Page Reports]] |
− | ***[[Install ICM Word Add-in]]
| + | **[[Legal and Compliance]] |
− | ***[[Create a Template in ICM Word Add-in]]
| + | **[[Admin Reports]] |
− | **Approve/Reject a Template | + | **[[Workflow Reports]] |
− | ***[[Send a Template for approval]]
| + | **[[Power BI Integration with ICI]] |
− | ***[[Approve/Reject a Template]]
| + | **[[Obligation Management Reports]] |
− | **Edit a Template
| + | **[[Sourcing Reports]] |
− | ***[[Edit a Template in ICM]]
| + | *[[Advanced Analytics]] |
− | ***[[Edit a Template in ICM Word Add-in]]
| + | **[[Power BI]] |
− | ***[[Add a rule based clause]]
| + | |
| *[[User Administration]] | | *[[User Administration]] |
− | **[[Manage Organization Data]] | + | **[[Managing Organization]] |
− | **Organization Structure
| + | **[[Managing Users]] |
− | ***[[Add and Organization Unit]]
| + | **[[Managing User Groups]] |
− | **Organization Groups
| + | **[[Managing Security Groups]] |
− | ***[[Search an Organization Group]]
| + | **[[Application Settings]] |
− | ***[[Create an Organization Group]]
| + | **[[Notification Settings]] |
− | **User Management
| + | **[[Currencies]] |
− | ***[[Create a New User]]
| + | **[[Reasons]] |
− | ***[[Provision for a User]]
| + | **[[Legacy Upload]] |
− | ***[[Edit an Existing User]]
| + | **[[Admin Task]] |
− | ***[[De-provision a User]]
| + | *[[ICI Tools]] |
− | ***[[Replace a User]]
| + | **[[Self-Serve Tools]] |
− | ***[[Re-provision for a User]]
| + | *[[Icertis Business Apps]] |
− | **User Groups
| + | **[[ICI Sourcing App]] |
− | ***[[Search a User Group]]
| + | **[[ICI Obligation Management]] |
− | ***[[Create a User Group]]
| + | **[[ICI Risk Management]] |
− | **[[View and Edit User Roles]]
| + | **[[ICI Proposal Management]] |
− | **[[View and Edit User Role Action Mapping]] | + | **[[Biz Apps Release Notes]] |
− | **Security Groups
| + | *[[AI Apps]] |
− | ***[[Search a Security Group]]
| + | **[[Managing US Federal Contracts using ICI]] |
− | ***[[Create a Security Group]]
| + | **[[Contract Digitalization]] |
− | ***[[Edit a Security Group]]
| + | **[[Discover AI]] |
− | **[[Edit Application Settings]] | + | **[[Negotiate AI]] |
− | **Notification Settings*
| + | **[[Obligation AI]] |
− | ***[[Create Notification Categories]]
| + | **[[Visualize AI]] |
− | ***[[Edit Notification Categories]]
| + | *[[ICI Add-ins]] |
− | ***[[Create a Subscription]]
| + | **[[Icertis Experience for Word]] |
− | ***[[Edit a Subscription]]
| + | **[[Outlook Add-in]] |
− | **Currencies
| + | *[[Integrations]] |
− | ***[[Search a Currency]]
| + | **[[Salesforce]] |
− | ***[[Create a Currency]]
| + | **[[Microsoft Dynamics CRM]] |
− | ***[[Edit a Currency]]
| + | **[[Icertis Experience for Workday]] |
− | **Reasons
| + | **[[System for Cross Domain Identity Management]] |
− | ***[[Search a Reason]]
| + | **[[Using Adobe Sign]] |
− | ***[[Create a Reason]]
| + | **[[Using DocuSign]] |
− | ***[[Edit a Reason]]
| + | **[[Using Namirial eSignAnywhere]] |
− | *[[Setup]]
| + | **[[Generic Integration Framework to Support SFTP Interface]] |
− | **Attribute
| + | **[[Generic Integration Framework to Support ASB Interface]] |
− | ***[[Add an Attribute]]
| + | *[[ICI Mobile App]] |
− | ***[[Edit an Attribute]]
| + | *[[ICI BOT]] |
− | **Rule
| + | *[[Release Notes]] |
− | ***[[Create a Rule]]
| + | |
− | ***[[View/Edit Rules]]
| + | |
− | ***[[Create a Contract Type Selection Rule]]
| + | |
− | ***[[Create a Template Selection Rule]]
| + | |
− | ***[[Create an Approval Rule]]
| + | |
− | ***[[Create a Dynamic Attribute Rule]]
| + | |
− | ***[[Create a Dynamic Association Rule]]
| + | |
− | ***[[Create an Event Rule]]
| + | |
− | ***[[Create a Contract Admin Rule]]
| + | |
− | ***[[Create a Notification Rule]]
| + | |
− | **Masterdata
| + | |
− | ***[[Create Masterdata]]
| + | |
− | ***[[Search Masterdata]]
| + | |
− | ***[[Edit Masterdata]]
| + | |
| }} | | }} |