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(→‎Add Team to Your Contract/Agreement)
 
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[[ICM Help|Home]]<br/>
 
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An agreement is a type of contract that your organization signs with third party. An agreement can be for legal or procedural purpose.<br/>You can do the following tasks relating to your agreements using the '''Agreements''' feature. Let us understand these tasks in detail.<br/>
 
  
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==Requests==
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= Agreement Management =
  
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<div class="mw-collapsible mw-collapsed">
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The Agreement Management section enables you to manage all aspects of creating and editing Agreements from a single page. From this page, you can do the following tasks:
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<div style="width:200px;float:left;" class="mw-collapsible-title">
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'''Search an Existing Request'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM Help| Home]] > [[Requests]] > Search an Existing Request<br/>
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*View and manage all your Agreements on the ''Agreements ''page.
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*Create new Agreements on the Creating an Agreement.
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*Search, view, and manage all your existing requests on the ''Requests'' page.
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*Create new Requests on the ''Create Request''&nbsp;page.
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<div class="image-green-border">[[File:Agreement Mgmt.PNG|720px|Agreement Mgmt]]</div>  
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In ICI, the terms Agreement and Contract are used interchangeably and mean the same thing. In this Help, we will use the word ''Agreement''&nbsp;when discussing&nbsp;Agreements, whereas Contracts will be discussed with&nbsp;reference to Contract Types.
  
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In ICM, you can search an existing request for multiple reasons such as:.<br/>
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While the actual workflow of an Agreement in ICI can be quite complex and involved, it is summarized in these five steps:
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<div class="image-green-border">[[File:Agreement Management - Agreement Overview.png|720px|Agreement Management - Agreement Overview.png]]</div>  
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1.&nbsp;'''Create Contract Request:''' When someone in your organization, such as a department manager wants to engage a vendor for certain services over a length of time, the individual can raise that request with the procurement department that can then work on that Agreement. Depending on the workflow adopted, your organization may:
  
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*To know the details of the request raised.
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*Enforce this step so that all contracts are initiated and drafted only by one department, or
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*To know the status of the request raised.
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*Make this step completely optional, so it can be skipped by someone who is an expert at contracting and its process.  
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*To copy an existing request.
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*To edit an existing request.
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You use multiple parameters to search an existing request.
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Here is the process to search for an existing request:
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2. '''Create Agreement:''' In this step, the primary owner or the creator of the agreement&nbsp;select the contract type, selects attributes and template, and verifies the details that you entered in the agreement.&nbsp;See Create Agreement Page for complete details.
  
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In ICM, you can use various options given below, including the dynamic search feature, to find the desired requests.<br/>
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3.&nbsp;'''Review Agreement: '''After the primary owner has created an internal draft of the agreement, it is published. The published draft can be sent for reviews (optional, if decided by the Primary Owner of the Agreement) .
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'''Option 1''':<br/>
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'''To search an existing request:'''<br/>
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1. On ICM Homepage, click '''Agreement Management''' and then click '''Requests''' on '''Agreement Management''' page. <br/>
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4. '''Approve Agreement: '''Once the Agreement is reviewed, it can be sent for approvals to the team of people that are working on this Agreement in various roles.
  
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[[File:RequestOverview.png]]<br/>
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5.&nbsp;'''Execute Agreement:''' Several people can review and approve the Agreement before it is ready to be signed. After all approvals are obtained, the Agreement is sent to be signed by both the parties. With both parties signing (known as internal and external signatories in ICI), the Agreement is said to be executed&nbsp;and is now in force.
  
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The '''Requests''' page appears. <br/>
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'''Notes:'''<br/> If an incorrect document was initially uploaded by a signatory, a&nbsp;user with the appropriate privilege can upload the correct document even after the agreement is executed.&nbsp;The uploaded document must be a PDF.'''&nbsp;'''The ''Executed''&nbsp;state of the Agreement remains unchanged. Only the following roles have this privilege:<br/> &nbsp; &nbsp;* Primary Owner<br/> &nbsp; &nbsp;* Secondary Owner<br/> &nbsp; &nbsp;* Contributor<br/> <br/> If changes are required in the Agreement that is in an ''Executed'' state, the Primary Owner of the Agreement can add an Amendment. Changes may be required due to any of the following business reasons:<br/> &nbsp; &nbsp;* The payment terms of the Agreement have changed.<br/> &nbsp; &nbsp;*&nbsp;The Statement of Work (SOW) in the Agreement has changed.<br/> &nbsp;&nbsp; *&nbsp;The terms and conditions of the Agreement have changed due to the introduction of a new regulation.
  
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[[File:Request1.png]]<br/>
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6.&nbsp;'''Support Multi-party Agreements''': ICI offers full platform support for multi-party Agreements.&nbsp;You can now use a single system for managing all your Agreements and capture multiple other parties and divisions on an Agreement seamlessly. It allows you to search only metadata instead of searching multiple attributes, thus making it user-friendly. There is no limit on the number of parties that can be added. All parties can sign the Agreements either manually or electronically, based on the signing sequence set in ICI. It also supports parallel signatures independent of the status of either party.
  
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To search particular requests select one of the following options:<br/>
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Such Agreements include Non-Disclosure Agreements, Sell Agreements or business-specific Agreements. For example, A healthcare business group needs Contract Types for managing their contracts, but the Mergers and Acquisitions department needs their own Contract Types.<br/> &nbsp;<br/> Key capabilities of Multi-Party:
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<div>
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      <div style="float:left;width:68%;" >
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2. Under '''Search For''',
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:* Click the '''Select Field''' drop-down list, and then Select an appropriate item from the list. The results that are relevant to the item appear. For example, if you select '''Status''' (it means you want to filter requests according to their statuses), list of various statuses such as Draft, Approved, Executed appears. You can then select appropriate status to filter your search. <br/>Likewise, you can select agreement code to search the requests matching the selected agreement code.<br/>
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*Captures multiple values of Attributes and/or Masterdata
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:* The number in the bracket denotes the number of available requests which contain the search term. You can also select multiple options.<br/>
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*Tags these multiple instances in the Template
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:* To narrow down your search, enter free text in the '''Custom Keyword''' text box, and then click '''Apply'''.<br/>
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*Supports the signature workflow with these multiple instances of customer data
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*Supports multiple Rules (say for approval workflow) based on the individual values selected. For example,&nbsp;in an Agreement, if 3 Divisions are selected, the approval process should support approvals from all 3 divisions.  
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*Supports visibility in such a one-to-many environment; For example, in the multi-division scenario, the Agreement visibility too should be enabled for multiple divisions.  
  
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[[File:800px-Request2.png]]<br/><br/>
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&nbsp;
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</div>
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    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
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&nbsp;
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<p> '''Video:
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ICM Search Options''' </p>
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{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-409e7322-98fc-47de-9a1b-8405f22d58a1/xc/9GZTR/v2/embedded?autoplay=true?iframe=true|200|120}}
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</div></div>
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== Upfront chevron view of agreement journey ==
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<div style="clear:both"></div>
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'''Option 2''':<br/>
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Alternatively, type keywords in the search box provided above the list of existing requests. A list of relevant requests is displayed. <br/><br/>
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'''Enhancing your search''' <br/>
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In ICI, as per the contracting business paradigm, an agreement entity goes through different workflows and stages starting from authoring to execution, and expiration or termination.&nbsp;
  
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You can enhance your search by using any of the following methods:<br/>
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Users can view the current status of an agreement on the ''Agreement Index ''or ''Details'' page, a generic progress view on the ''Team'' tab, and logged audit details on the ''History ''tab. To understand the progress of the agreement and find relevant information, the user needs to navigate through multiple tabs.&nbsp;
  
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{| class="wikitable"
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A horizontal chevron is displayed, which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan. The 4 stages of the chevron prominently communicate an entity’s journey including the previous, current and possible future states of the agreement. This considerably improves usability for new and existing users as they can now find information easily and with minimum clicks.&nbsp;
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|- style="vertical-align:top;"
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<div class="image-green-border">[[File:Chevron 1.png|720px|Chevron 1]]</div>
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!style="height:10px; width:100px; text-align:left;" | '''Field'''
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The colors of the chevron are indicative of the stage of the agreement. For example, if the theme color as per user preferences is green, then the previous stage is displayed in a light green color, the current stage is displayed in a dark green color, and the future stages are displayed in grey color.&nbsp;
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!style="height:10px; width:400px; text-align:left;" | '''Action'''
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|- style="horizontal-align:top;"
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The chevron displays the following 4 tabs corresponding to the various stages of the agreement’s journey:
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|style="height:10px; width:100px; text-align:left;" | *...*
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|style="height:10px; width:400px; text-align:left;" | Type a search term in between the star characters. <br/>It shows existing items which include the respective search term.
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|- style="horizontal-align:top;"
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1.'''Generate: '''Displays list of actions taken by the user on the agreement before it is published. It includes the 5 most recent logs of the actions taken (such as ''Agreement Copied, Agreement Published'') including details such as role of the user who performed the task, date and time of the action, and user name. The icons displayed next to the user name are similar to those in the agreement’s ''History ''log (such as green thumb icon for actions completed).
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|style="height:10px; width:100px; text-align:left;" | *...
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|style="height:10px; width:400px; text-align:left;" | Add a Prefix * to a search term. <br/>It shows existing items which end with this term.
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|- style="horizontal-align:top;"
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2. '''Approve:''' Displays the list of queued approvers as per the defined steps in the agreement, users that have approved the agreement, users with pending approval actions and for how long it has been pending with them. The icons and information in this tab are similar to those displayed in the agreement’s ''Progress'' view.&nbsp;
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|style="height:10px; width:100px; text-align:left;" | ...*
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|style="height:10px; width:400px; text-align:left;" | Add a Suffix * to a search term. <br/>It shows existing items which start with this term.
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|- style="horizontal-align:top;"
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3. '''Execute: '''Displays details such as internal/external signatories that have either signed the agreement or whose signatures are pending. By default, the external signatory details are displayed first. The icons and information in this tab are similar to those displayed in the agreement’s ''Progress'' view.&nbsp;
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|style="height:10px; width:100px; text-align:left;" | "..."
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|style="height:10px; width:400px; text-align:left;" | Type a search term in double quotes. <br/>It shows existing items which include the search term.
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|- style="horizontal-align:top;"
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4. '''Manage:''' Displays the 5 most recent logs of the actions taken by the user to manage the agreement post-execution. (such as ''Agreement Terminated, Agreement Superseded''). The icons displayed next to the user name are similar to those in the agreement’s ''History ''log.
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|style="height:10px; width:100px; text-align:left;" | ...(space)...
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|style="height:10px; width:400px; text-align:left;" | Type multiple search terms with a space in between. <br/>It shows existing items which include the search terms.
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|}
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'''Viewing the saved search terms''' <br/>
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The icons displayed on the chevron include:
  
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View your saved search terms with the following:  
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*[[File:Chevron 1 icon.png|Chevron tick mark]]&nbsp;-&nbsp;indicates stage completed
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*[[File:Chevron clock icon.PNG|Chevron clock icon]]&nbsp;- indicates stage in progress
  
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1. In the '''More Searches''' box, Select your saved search.
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'''Note:'''&nbsp;
  
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2. Click [[File: favorite icon.jpg]] to mark the search term as favorite. You can find your marked favorites below the tiles. <br/>
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*The chevron view is only applicable to agreement contract type (agreements and amendments).&nbsp;
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*By default, the chevron is disabled; it can be enabled for selected contract types.  
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*The chevron labels support localization.  
  
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<br/> Let’s consider an example of an agreement named ''Automation Basic Agreement'' and view its journey through the <u>4 stages</u> of the chevron.
  
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To learn how to save your search, click [[Save_Your_Search_Results|Save Your Search Results]]. <br/>
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1.'''Generate: '''Displays the following details:
  
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*List of 5 most recent logs of the actions taken by the user who created the agreement – e.g. ''Agreement Copied, Agreement Created, Agreement Modified, Agreement Team Member Added, ''and finally''Agreement Published''. &nbsp; &nbsp;
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*User details – e.g. user name&nbsp;''Automation user1'' and user role ''Primary Owner''.&nbsp;
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*Time stamp – e.g. the agreement was copied on ''8/28/2020'' at ''14:05:02''.
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*Icons next to the user name – similar to those in the agreement’s History log, e.g. ''green thumb icon'' for actions completed.
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<div class="image-green-border">[[File:Chevron 2.png|720px|Chevron 2]]</div>
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<br/> 2. '''Approve:''' Displays the following details:
  
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Related Topics:<br/>
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*List of queued approvers as per the defined steps in the agreement, users that have approved the agreement, users with pending approval actions and for how long it has been pending with them. The list of approvers is similar to those mentioned in the ''Team'' tab.
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[[Copy an Existing Request]]<br/>
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*Number of approvers required for agreement approval – e.g.''1 of 2 required''. If no approvers are added, then a message will be displayed that no approvers are added to the team and the agreement is directly approved.
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[[Edit a Request]]<br/>
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*Approver details – e.g. approver 1 - ''AE User13'', approver 2 – ''AE User11''.&nbsp;
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[[Download and Print Request Information]]<br/>
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*Hovering over the user names opens a box displaying the user (approver) email and ''Notes'' added by the user, if any.
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[[View Request Status]]<br/>
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*The icons and information in this tab are similar to those displayed in the agreement’s ''Progress'' view.&nbsp;
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*Approvers are queued as per the rules. For example:<br/> - Step 1: Completed i.e. ''AE User 13'' has approved the content (& the ''Step 1'' tab color is light green).<br/> - Step 2: In Progress i.e. Agreement is currently waiting for approval from ''AE User 11'' (& the ''Step 2 ''tab color is dark green).<br/> - Step 3: Not Started i.e. ''Rasika ''is in queue and the agreement will be sent to her after approval from ''AE User 11'' (& the Step 3 tab color is grey).
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<div class="image-green-border">[[File:Chevron Approve.PNG|720px|Chevron Approve]]</div> <div class="image-green-border"><br/>  <br/> 3. '''Execute: '''Displays the following details:</div>  
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*Internal/ external signatories that have either signed the agreement or whose signatures are pending e.g. ''Internal Signature'' by ''ami'' and ''External Signature ''by AE''User 10''.
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*Minimum number of external and internal signatures required at each step e.g. 1 of 1 required external signature at ''Step 1 ''by external signatory ''AE User 10''.&nbsp;
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*Hovering over the user names opens a box displaying the user (approver) email, with whom the agreement currently is, and for how long it has been pending with the user.
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*By default, the external signatory details are displayed first. The icons and information in this tab are similar to those displayed in the agreement’s ''Team'' tab. If no signatories are part of the team, then a message will be displayed indicating that and the agreement will directly move to the ''Executed'' state.
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<div class="image-green-border">[[File:Chevron 4.png|720px|Chevron 4]]<br/>  <br/> '''4. Manage:''' Displays the following details:</div>  
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*The 5 most recent logs of the actions taken by the user to manage the agreement post-execution e.g. ''Agreement Downloaded, Agreement Sent For Review''.&nbsp;
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*The icons displayed next to the user name are similar to those in the agreement’s ''History'' log.
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*User details – e.g. user name ''Automation user1'' and user role ''Primary Owner''.&nbsp;
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*Time stamp – e.g. the agreement was copied on ''8/28/2020 ''at ''14:08:09''.
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*Icons next to the user name – similar to those in the agreement’s ''History ''log, e.g. ''green thumb icon ''for actions completed.
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*The ''clock icon'' on the ''Manage ''tab indicates the stage that is in progress e.g. the user has to take actions on the agreement and is currently in the ''Agreement Sent For Review ''state, whereas the tick mark icon on the ''Generate, Approve ''and''Execute ''tabs indicate that these stages of the agreement’s journey are complete.&nbsp;
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<div class="image-green-border">[[File:Chevron 5.png|720px|Chevron 5]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
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&nbsp;
  
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</font>
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== Online editing of contracts ==
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<link-page pageafter="View_Request_Status | View Request Status" />
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed">
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Contract authoring is a team-based activity consisting of multiple subject matter experts and operations personae, often remote from each other. This release features a real-time, collaborative authoring environment, embedded into the Icertis UI where the contract artifacts are stored in ICI and respect all prevailing entitlements.
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<div style="width:200px;float:left;" class="mw-collapsible-title">
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'''View Request Status'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM Help| Home]] > [[Requests]] > View Request Status<br/>
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It is now possible for:
  
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In ICM, you can view the  request status to track stage of your request. A stage can be '''Waiting for Approval''', '''Approved'''<br/>
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*Primary owners, secondary owners, and reviewers with edit privileges to initiate an online editing session, enabling collaborative editing, using the existing Microsoft Word Online embedded into Icertis UI.&nbsp;
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You have following two options to view the status of your request:<br/>
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*An agreement document, that has been modified using online editing, to be published to ICI without any loss of information and respect all prevailing entitlements.  
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'''Option 1''':<br/>
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Check status on the ''' Contract Requests Details''' page. <br/>
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To view the status on the ''' Contract Request Details''' page <br/>
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<div class="note-box">'''Note:&nbsp;&nbsp; '''&nbsp;
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*By default, the online Word Editor is turned off; it can be enabled on request.&nbsp;
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*It can be used only by users with edit privileges (managed through role action mapping) on a document.
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*It is recommended for editing agreement with third party paper.
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*The online Word Editor is available only for users with valid Office 365 subscriptions.&nbsp;
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*Users must either allow third-party cookies or add *.officeapps.live.com to their browser's allowed cookies list to use Office Online.
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</div>  
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&nbsp;
  
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1. On the '''Contract Requests''' page, click [[File:eyeball.png]] to view the status of a request. You can view the '''Request Status''' as well as the status of the Agreement/Contract that is created from it. <br/>
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The Word online editing is available only for Agreements and Amendments in Draft, Waiting for Approval, Approved & Review Pending states.
  
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[[File:RequestStatus4.4-1.png]] <br/>
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To edit an agreement online:
  
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2. In the '''Contract Status''' area, click the hyperlink to view details of the contract created from request.  
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1. '''Click '''''Agreement Management'' > ''Agreements'' on the ''Home ''page. The Agreement Index page opens.
  
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'''Option 2''':<br/>
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[[File:7.15 Word online 1.png|720px|7.15 Word online 1.png]]
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ICM E-mail notifications <br/>
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At every stage of the agreement/contract, ICM sends  an e-mail notification informing  you about the current status of the agreement/contract. <br/>
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&nbsp;
  
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2. '''Click '''the ''View Record'' icon corresponding to the agreement you want to open. For example, ''ICIAutomationBasicAgreement_123''. The ''Agreement Details ''page opens.
  
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Related Topics:<br/>
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[[File:7.15 Word online 2.png|720px|7.15 Word online 2.png]]
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[[Search an Existing Request]]<br/>
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&nbsp;
  
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3. '''Click''' ''Open in Word for the Web''. It will redirect the user to the office.live.com web page to validate the Office 365 subscription before allowing online editing.
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<div class="note-box">'''Note:''' The online editing page for Word opens only for the user with the valid Office 365 subscription. For users without Office 365 subscription, a page with the ''Go back'' button is displayed, which upon clicking, redirects users to the pre-configured Homepage URL (icertis.com) instead of a previous browser page.</div>
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&nbsp;
  
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[[File:7.15 Word online 3.png|720px|7.15 Word online 3.png]]
  
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</font>
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&nbsp;
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<link-page pagebefore="Search_an_Existing_Request|Search an Existing Request" pageafter="Create_a_New_Request | Create a New Request" />
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</div>
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</div>
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==Create a Request==
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If user is not logged in to Office 365, Word online editor will navigate the user to Microsoft Login page. Editor will automatically login the user if the login information is available from cookies.
  
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<div class="mw-collapsible mw-collapsed">
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4. '''Click '''''Sign in with a work or school account''. The ''Pick an account'' page opens if the user is not logged in.
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<div style="width:200px;float:left;" class="mw-collapsible-title">
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'''Create a New Request'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM Help| Home]] > [[Requests]] > Create a New Request<br/>
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[[File:7.15 Word online 4.png|720px|7.15 Word online 4.png]]
  
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In ICM, request is the first step to create an agreement.
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&nbsp;
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You want to create an agreement, but you are not sure of which template or agreement type to be used. In such a case, you can raise a request to create an agreement else you can skip request , and go to create an agreement.
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The request will go to the authorized agreement creator. Then, the authorized agreement creator will create an agreement based on this request.<br/>
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You can raise a new request with '''Create Request''' as a first step to create an agreement. You can copy an existing request too to raise a new request. Refer [[Copy_an_Existing_Request|Copy an Existing Request]]<br/> 
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5. '''Select''' or add the account. For example, ''Isha A''.
  
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'''To create a new request:'''<br/>
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[[File:7.15 Word online 5.png|720px|7.15 Word online 5.png]]
  
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1. On the ICM Homepage, click '''Agreement Management'''. The '''Agreement Management''' page appears.<br/>
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&nbsp;
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<div class="note-box">After successful login, the document opens in a full screen window with an Edge to Edge document view.</div>  
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Multiple users can simultaneously edit and contribute in an online editing session of an agreement.&nbsp;
  
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[[File:RequestOverview.png]]<br/>
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User can copy the document’s online editing session link using the ''Copy Editor Link ''available on the ''Agreement Details'' page and on the online editing page and share it with other users. The users with valid Office 365 subscription who are authorized to access the agreement can then edit the agreement online.
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<div>
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      <div style="float:left;width:68%;" >
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2. On the '''Agreement Management''' page, click '''Create Request'''. <br/>
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[[File:Request1.png]]
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The details of all the users who are currently editing the agreement along with their real time editing details are displayed at the top of the agreement with the user's&nbsp;initials and with the real time cursor tracking in the document. For example, details of active user ''IA''&nbsp;are&nbsp;displayed in the image below.
  
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The '''Create Request''' page appears.
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[[File:7.15 Word online 6.png|720px|7.15 Word online 6.png]]
  
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3. In the '''Category''' list,  click the appropriate category.<br/>
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&nbsp;
  
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4. In the '''Request Type''' list, click the appropriate type of request.<br/>
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6. '''Edit '''the content in the document and click ''Go to Details''. The ''Agreement Details'' page opens again.
  
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5. Click '''Next'''. The '''Create Contract Request''' page appears.<br/>
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The status of the agreement is now ''Draft – In Editing ''with the user name who initiated the editing. For example, ''Draft – In Editing (initiated by Isha A)''. &nbsp;All other ICI actions such as ''Download'', ''Upload Document'', ''Send For Approval'' and so on will not be available during online editing session.
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</div>
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    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
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<p> '''Video: Create a Request''' </p>
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{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-01c4a369-12d0-4213-bc3a-4131c5a755fc/xc/TC5LS/v2/embedded?autoplay=true?iframe=true|200|120}}
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</div></div>
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The ''Edit Online ''tab is available in the left navigation pane for the agreement in ''Draft - In Editing state''.
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<div style="clear:both"></div>
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[[File:Createrequest4.4.png]]<br/><br/>
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In the '''Create Request''' page, fill in the following details <br/>
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{| class="wikitable"
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|- style="vertical-align:top;"
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!style="height:10px; width:200px; text-align:left;" | '''Field'''
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!style="height:10px; width:300px; text-align:left;" | '''Action'''
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|- style="horizontal-align:top;"
+
[[File:7.15 Word online 7.png|720px|7.15 Word online 7.png]]
−
|style="height:10px; width:200px; text-align:left;" | Organization Unit
+
−
|style="height:10px; width:600px; text-align:left;" | The system displays the organization unit you belong to.
+
  
−
|- style="horizontal-align:top;"
+
&nbsp;
−
|style="height:10px; width:200px; text-align:left;" | Expiry Date
+
−
|style="height:10px; width:600px; text-align:left;" | Enter the appropriate date of expriry of an agreement.
+
  
−
|- style="horizontal-align:top;"
+
7. '''Click''' ''Edit Online''. The inline Word editor opens in the right pane.<br/> 8. '''Click '''''Check In''. The ''Add Note'' window opens.&nbsp;
−
|style="height:10px; width:200px; text-align:left;" |  Name
+
−
|style="height:10px; width:600px; text-align:left;" | Type the appropriate request name.
+
  
−
|- style="horizontal-align:top;"
+
[[File:7.15 Word online 8.png|720px|7.15 Word online 8.png]]
−
|style="height:10px; width:200px; text-align:left;" | Request for Amendment
+
−
|style="height:10px; width:600px; text-align:left;" | Click Yes to make this request for amendment else click No.  
+
−
                                                                                               
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:200px; text-align:left;" | Parent Contract
+
−
|style="height:10px; width:600px; text-align:left;" | Select the appropriate parent contract.
+
  
−
|- style="horizontal-align:top;"
+
&nbsp;
−
|style="height:10px; width:200px; text-align:left;" | Party Address
+
−
|style="height:10px; width:600px; text-align:left;" | Type the appopriate party address.
+
  
−
|- style="horizontal-align:top;"
+
9. '''Type&nbsp;'''a note to enter details&nbsp;for future reference though this field is optional. For example, ''Edited on 24th December''.&nbsp;
−
|style="height:10px; width:200px; text-align:left;" | Party Name
+
−
|style="height:10px; width:600px; text-align:left;" | Type the appropriate party name.
+
  
−
|- style="horizontal-align:top;"
+
10. '''Click&nbsp;'''''<i>Check In</i>.''
−
|style="height:10px; width:200px; text-align:left;" | Request Code
+
<div class="note-box">When a user checks in the edits in a shared editing session, the concurrent editing access will be revoked for other active users on the document.<br/> There could be a delay of 30-60 seconds before the online editing changes would be available to check in to ICI. Refer the Last updated on time which illustrates the most recent copy that will be checked in as a new ICI version.</div>
−
|style="height:10px; width:600px; text-align:left;" | A system generated code is displayed that is created after initiating the contract request.
+
&nbsp;
  
−
|- style="horizontal-align:top;"
+
[[File:7.15 Word online 9.png|720px|7.15 Word online 9.png]]
−
|style="height:10px; width:200px; text-align:left;" | Requestor
+
−
|style="height:10px; width:600px; text-align:left;" | Type the name of the requestor.
+
−
                                               
+
−
|}
+
  
−
[[File:request6.png]]<br/>
+
&nbsp;
−
+
<div class="note-box">For better user experience in online editing, customer content only lives on Office Online servers during an active user session. That is, a user can reasonably expect that when they end an editing session, their content will no longer live anywhere on Office for the Web servers once it has been saved to the host.</div>  
−
6.Click '''Next'''. The Request Summary page appears.On the '''Request Summary''' page, verify all the information for your request.<br/>
+
The confirmation window showing the document comparison opens.
−
7. Click '''Create Request''' to create a request. Once you create a request, the status of the request appears as '''Draft'''.<br/>
+
  
 +
[[File:7.15 Word online 10.png|720px|7.15 Word online 10.png]]
  
−
To learn more about the '''Tabs''' that appear on the '''Request''' '''Details''' page, click [[Tabs]].<br/>
+
&nbsp;
  
−
[[File:Cret4.4.jpeg]]<br/>
+
11. '''Click '''''Yes''. The changes are saved and a new version of an agreement is created in ''Draft ''state. For example, ''Version 2''.
  
−
7. If the information is correct, click '''Send for Approval'''. You can edit or delete this request or send this request for the review as well. <br/> Use the '''Edit''' button to edit the request or use '''Request Review''' button to send the request for the review.<br/>
+
[[File:7.15 Word online 11.png|720px|7.15 Word online 11.png]]
  
−
{| class="wikitable" |-style="horizontal:align-top;"
+
&nbsp;
−
| '''Note:''' <br/>
+
−
After the request is created, you can add the Contract Admin for the respective agreement from the '''Team''' tab. <br/>
+
  
−
|}
+
12. '''Click''' ''Discard Changes'' if you do not want to continue with the changes. The confirmation window opens.
  
−
To learn how to edit a request, click [[Edit_a_Request|Edit a Request]].<br/>
+
[[File:7.15 Word online 12.png|720px|7.15 Word online 12.png]]
  
 +
&nbsp;
  
−
Related Topics:<br/>
+
13. '''Click '''''Yes''. The ''Agreement Details'' page opens again.
−
[[Send a Request for Review]]<br/>
+
−
[[Send a Request for Approval]]<br/>
+
  
−
</font>
+
[[File:7.15 Word online 13.png|720px|7.15 Word online 13.png]]
−
<link-page pagebefore="View_Request_Status| View Request Status" pageafter="Copy_an_Existing_Request | Copy an Existing Request" />
+
−
</div>
+
−
</div>
+
  
−
<div class="mw-collapsible mw-collapsed">
+
&nbsp;
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Copy an Existing Request'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
  
−
[[ICM Help| Home]] > [[Requests]] > Copy an Existing Request
+
The Discard Changes action will also create a new system generated version of the document in a ''Draft ''state to restore the prior version. For example, ''Version 3''.
  
−
You can copy an existing request to create a new request. You can reuse the data of an existing request, and create a new request.<br/>
+
[[File:7.15 Word online 14.png|720px|7.15 Word online 14.png]]
  
−
'''To copy a request from an existing request:''' <br/>
+
&nbsp;
 +
<div class="note-box">'''Note: '''The access to the actions Discard Changes, Open in Word for the Web, Check In and Copy Editor Link are controlled through role action mapping.</div>  
 +
&nbsp;
  
−
1. On the '''Contract Requests''' page, click [[FIle:eyeball.png]] to view the details of the appropriate request. The '''Request Details''' page appears. <br/><br/>
+
The audit for online editing session events are captured and displayed in ''History ''Tab in the left navigation pane on the agreement ''Details ''page.
  
−
[[File:Request8.jpg]]  
+
[[File:7.15 Word online 15.png|720px|7.15 Word online 15.png]]
  
−
2. Click [[File:Copy icon.jpg]] on the upper right corner of Request Details. The following message appears:  <font face=Courier New> ''''This will create copy of existing contract request. Do you want to continue?'''' </font>.<br/>
+
&nbsp;
 +
<div class="note-box">'''Note:&nbsp;'''
 +
*All existing ICI workflows, validations and configurations work in a same way while editing the agreement and amendment in online Word editor.  
 +
*All the functionalities available in the Word desktop version are not supported in the Word online version.
 +
*It is recommended to download and edit offline for earlier versions of MS Word as online editing is supported on Word 2010 or later versions.&nbsp;
 +
*Word online editing supports only 100MB file size.
 +
*Word online editing does not support protected Word document.
 +
*Only single user can edit the Protected (Mark as final) document.
 +
*Check-in activity will be blocked if a parent clause, mandatory clause or attribute are removed when editing online.
 +
*User can make changes to the document after logging out of ICI.
 +
*Word online does an auto save on document every 30 seconds and a name of a user who edited most recently, is used during the save event. In history logs captured for online session, Word Online may or may not capture all participant user’s names.  
 +
</div>  
 +
&nbsp;
  
−
3. Click '''OK'''. The '''Create Request''' page appears. <br/>
+
Users get the emails and notifications for the online editing session which can be accessed from the ''Notification Dashboard''. For example, ''Agreement Notification- Agreement Online Editor Session Start.''
 +
[[File:7.15 Word online 16.png|720px|7.15 Word online 16.png]] The notifications contain the link to access the agreement record.</div>  
 +
&nbsp;
  
−
4. Provide/update the appropriate information on each page, and click '''Next''' to go to the next page. <br/>
+
== Contract Lifecycle Management, Artificial Intelligence, and Bulk Upload ==
  
−
5. On the '''Request Summary''' page, verify the information you have entered, and then click '''Create Request''' to create a copy of the existing request. <br/>
+
For organizations looking to optimize their contract lifecycle management processes and digital transformation, this release includes capabilities to manage the bulk upload of larger volumes of legacy contracts, and Artificial Intelligence (AI) driven enhancements to improve discovery, identification, and digitization of third-party, legacy and federal contracts.
  
−
Using the '''Request''' feature, you can create multiple copies of a request. <br/><br/>
+
Using ICI, you have the:
  
 +
*Ability to create US Federal Acquisition Regulations clause repository and to manage US Federal Contracts using ICI.
 +
*Accelerate contract digitalization and management by quickly converting legacy contracts into live contracts with AI-enhanced contract digitization capabilities which also help in AI-powered clause and attribute discovery. Excel based bulk upload capability to do so at scale.
 +
*Upload&nbsp;legacy Agreements in bulk supporting a larger volume of agreements and other entities using Excel utility.
  
−
Related Topics:<br/>
+
&nbsp;
−
[[Search an Existing Request]]<br/>
+
  
−
</font>
+
&nbsp;
−
<link-page pagebefore="Create_a_New_Request|Create a New Request" pageafter="Download_and_Print_Request_Information | Download and Print Request Information" />
+
−
</div>
+
−
</div>
+
  
−
<div class="mw-collapsible mw-collapsed">
+
&nbsp;
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
<div class="related_topics">'''Related Topics:'''&nbsp;[[Searching_agreements_and_requests|Searching Agreements and Requests]]&nbsp;| [[Adding_Supporting_Documents_to_an_Agreement|Adding Supporting Documents to an Agreement]]&nbsp;|&nbsp;[[Setting_auto-expiry_for_an_Agreement|Setting auto-expiry for an Agreement]]&nbsp;|&nbsp;[[Bulk_Actions|Bulk Actions]]&nbsp;| [[User_Administration|User Administration]] | [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;|&nbsp;[[Localizing_ICI|Localizing ICI]]&nbsp;|&nbsp;</div>
−
'''Download and Print Request Information'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help| Home]] > [[Requests]] > Download and Print Request Information<br/>
+
−
 
+
−
whenever required you can download and print the request information.
+
−
 
+
−
'''To download and print agreement/contract information:''' <br/>
+
−
 
+
−
1. On the ICM Homepage, click '''Agreement Management'''. The '''Agreement Management''' page appears. <br/>
+
−
 
+
−
2.  On the Agreement Management page, click '''Requests''' and then click [[File:eyeball.png]] to view a particular request. The '''Request Details''' page appears. <br/>
+
−
 
+
−
3. Click the '''Reports''' tab, and then click '''Contract Request Information'''. The request report PDF is downloaded to your computer. <br/>
+
−
 
+
−
[[File:Request9.jpg]] <br/>
+
−
 
+
−
Open the PDF in Adobe Reader. Use menu option '''Print'''  to take the printout of the pdf.
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Search an Existing Request]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Copy_an_Existing_Request|Copy an Existing Request" pageafter="Send_a_Request_for_Review | Send a Request for Review" />
+
−
</div>
+
−
</div>
+
−
 
+
−
==Review and  Approve/Reject a Request==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Send a Request for Review'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help| Home]] > [[Requests]] > Send a Request for Review<br/>
+
−
 
+
−
ICM has strong review and approval processes for each entity relating to agreement. 
+
−
After the request is created, you (primary owner) send it for review.  Reviewer can suggest the changes wherever necessary. Reviewer plays a vital role in review and approval processes for each entity related to the agreement.<br/>
+
−
+
−
'''To send a contract request for a review:'''<br/>
+
−
 
+
−
1. On the '''Details''' tab of the request, click '''Request Review'''. The '''Request Review''' dialog box appears. <br/>The '''Request review''' dialog box contains the '''Internal''' tab to add internal user as a reviewer. <br/>
+
−
 
+
−
[[File:Request10-4.4.png]]<br/>
+
−
 
+
−
 
+
−
2. Under ''' Select User''', select an appropriate user as a reviewer. Alternatively, in the '''Search User''' box, type the name of the appropriate user, and click [[File: search icon.png]]. <br/>Use the scroll arrows [[File:scroll arrow.jpg]] to scroll through users. <br/>
+
−
 
+
−
 
+
−
[[File:request review.jpg]] <br/>
+
−
 
+
−
3. Click '''Send'''. The '''Reviewer''' receives a notification for review. The status of the document changes to '''Review Pending'''.<br/>
+
−
 
+
−
 
+
−
To learn how to review a request, click [[ Review_a_Request|Review a Request]].<br/>
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Download__and_Print_Request_Information|Download and Print Request Information" pageafter="Review_a_Request | Review a Request" />
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Review a Request'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help| Home]] > [[Requests]] > Review a Request<br/>
+
−
 
+
−
A user role defines controls or permissions given to user. ICM has the following three predefined user roles for the '''Requests''' feature:<br/>
+
−
*Requester:  The person  who generates the request (primary owner)
+
−
*Approver: The person who approves the request.
+
−
*Reviewer: The person who reviews the request.
+
−
 
+
−
You can review a request  if you are assigned a role of a '''Reviewer'''.<br/> Here is the process to approve a request:
+
−
 
+
−
'''To review a request as an internal reviewer:''' <br/>
+
−
 
+
−
1. Click the '''Notifications''' tile on the Home page. <br/>
+
−
 
+
−
[[File:Notifications tile.jpg]]<br/>
+
−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
2. Click the '''Tasks''' tab. A list of items appears.<br/>
+
−
 
+
−
[[File:request11.png]]<br/><br/>
+
−
 
+
−
3. Click the '''request name'''. The request details and status are displayed along with the preview. <br/> The request status is displayed as well. <br/> Use appropriate buttons to approve, cancel or reject a request.<br/>
+
−
 
+
−
 
+
−
* Click '''Approve''' - to approve the request. <br/>
+
−
* Click '''Reject''' - to reject the request. <br/>
+
−
</div>
+
−
<div style="float:right;background: #A9A9A9; width:24%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video: Review a Request''' </p>
+
−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-dfe758ae-7607-49d1-8d11-bbe6e8a9f292/xc/1A0CW/v2/embedded?autoplay=true?iframe=true|200|120}}
+
−
 
+
−
</div>
+
−
<div style="clear:both"></div>
+
−
   
+
−
[[File:Request12-4.4.png]]<br/>
+
−
 
+
−
4. Click '''Approve''' to approve the request. The '''Add Note''' dialog box appears. <br/>
+
−
Type '''appropriate comments''', and then click '''Add'''. The status of the request changes to '''Approved'''.<br/>
+
−
 
+
−
[[File:request13.jpeg]] <br/>
+
−
</div>
+
−
</font>
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Send a Request for Approval'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI " >
+
−
 
+
−
[[ICM Help| Home]] > [[Requests]] > Send a Request for Approval<br/>
+
−
 
+
−
ICM has strong review and approval processes for each entity relating to agreement. 
+
−
After the request is created, you (primary owner) send it for approval.  Approver can approve or reject a request.<br/>
+
−
+
−
'''To send a contract request for approval:'''<br/>
+
−
 
+
−
1. On the '''Details''' tab of a particular request page, select the option '''Send for Approval'''.<br/>
+
−
 
+
−
Apart from '''Send for Approval''', you have the following options available:<br/>
+
−
 
+
−
* '''Edit''' - Select this option to edit the specific request.<br/>
+
−
* '''Delete''' - Select this option to delete the specific request.<br/>
+
−
* '''Request Review''' - Select this option to review the specific request.<br/>
+
−
 
+
−
 
+
−
[[File:Request_approval4.4-1.jpeg]]<br/>
+
−
 
+
−
 
+
−
2. When you click '''Send for Approval''', the request is sent for approval and the status of the request reflects '''Waiting for Approval.'''<br/>
+
−
 
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
| '''Note:''' The '''Approver''' role for a contract request is defined by rules. So when a Requester clicks '''Send For Approval''', a rule is triggered and the request is assigned to the respective approver. If no rule is defined for an approval process, then the request gets approved by default.<br/>
+
−
|}
+
−
 
+
−
To learn how approve a request, click [[Approve_a_Request|Approve a Request]]<br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Review_a_Request|Review a Request" pageafter="Approve_a_Request | Approve a Request" />
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Approve a Request'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help| Home]] > [[Requests]] > Approve a Request<br/>
+
−
 
+
−
A user role defines  controls or permissions given to a user.  ICM has the following three predefined user roles for the '''Requests''' feature:<br/>
+
−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
*Requester:    The person  who generates the request (primary owner).
+
−
*Approver:   The person who approves the request.
+
−
*Reviewer:   The person who reviews the request.
+
−
 
+
−
You can approve a request if you are assigned a role of a '''Approver'''. <br/>
+
−
 
+
−
'''To approve a request:'''<br/>
+
−
 
+
−
1. Click the '''Notifications''' tile on the Home page. <br/>
+
−
 
+
−
[[File:request14.png]]<br/>
+
−
 
+
−
The '''Notifications''' page appears.<br/>
+
−
2. On the '''Notifications''' page, do the following
+
−
:a. Click '''Contract Request Notifications''' tab. A list of notification categories appear next to the tab.<br/>
+
−
</div>
+
−
 
+
−
    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video: Approve a Request''' </p>
+
−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-7c49c55b-b157-47a8-97ec-19ca70be15f0/xc/XRK2P/v2/embedded?autoplay=true?iframe=true|200|120}}
+
−
 
+
−
</div></div>
+
−
<div style="clear:both"></div>
+
−
[[File:request15.png]]<br/><br/>
+
−
 
+
−
:b. Under the notifications category, select '''Contract Request Notifications'''.
+
−
View the automated message displayed on the right side of the page with a link to that particular request page.<br/>
+
−
 
+
−
:c. Click '''Contract Request Sent for Approval'''.
+
−
Alternatively, you can click the '''Task''' tab to view the notification.
+
−
 
+
−
3. In the automated message body, click the link. The '''Contract Request''' page appears. <br/> On the '''Contract Request''' page, the following buttons appear: 
+
−
 
+
−
*'''Edit'''
+
−
*'''Approve'''
+
−
*'''Reject'''
+
−
*'''Request Review'''
+
−
 
+
−
4. Click '''Approve''' to approve the request. The '''Add Note''' dialogue box appears. <br/>
+
−
 
+
−
5. Type an appropriate note, and then click '''Add'''. The status of the '''Request''' changes to '''Approved'''.<br/>
+
−
 
+
−
When you (i.e. an approver) reject the request, the status of the request changes to '''Draft''', and you have to go through the approval process again. <br/>
+
−
 
+
−
 
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Send_a_Request_for_Approval|Send a Request for Approval" pageafter="Add_Notes | Add Notes" />
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Add Notes'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Add Notes<br/>
+
−
 
+
−
Notes are the comments added to a contract request or a template. <br/> You (primary owner) can add your comments while creating or editing a contract request.<br/>
+
−
 
+
−
To add notes while creating or editing a request:<br/>
+
−
1. On the '''contract Requests Details''' page, click the '''Notes''' tab, then click '''Add Note'''. The '''Add Note''' dialog box appears.<br/>
+
−
2. In the '''Add Note''' dialog box , type the appropriate note.
+
−
 
+
−
[[File:Contract_Request_Details-_Add_Notes_1-4.4.png]] <br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
 
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Edit a Request==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:130px;float:left;" class="mw-collapsible-title">
+
−
'''Edit a Request'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help| Home]] > [[Requests]] > Edit a Request<br/>
+
−
 
+
−
You (primary owner) can edit an existing request at any state. For example, you can edit a request that is in '''Approved''' state. However, you have to go through the approval process again. You can add or remove, and make the appropriate changes in the request. <br/>
+
−
 
+
−
'''To edit a request:''' <br/>
+
−
 
+
−
1. On the '''Contract Requests''' page,  click [[file:Eyeball.png]] to open the request that you want to edit. The ''' Contract Request details''' page appears.<br/><br/>
+
−
 
+
−
[[File:Request19-4.4.png]]<br/><br/>
+
−
 
+
−
2. Click '''Edit'''. Update the appropriate information.<br/>
+
−
3. Click '''Update Request''' to update the details you have entered. <br/>
+
−
4. Click '''Send for Approval''' to send the request for approval.
+
−
 
+
−
 
+
−
To learn how send a request for approval in detail, click [[Send_a_Request_for_Approval|Send a Request for Approval]]<br/>
+
−
 
+
−
Related Topics:<br/>
+
−
[[Search an Existing Request]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Add_Notes|Add Notes" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Search Contracts/Agreements==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:230px;float:left;" class="mw-collapsible-title">
+
−
'''Search Contracts/Agreements'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreement Management]] > Search Contracts/Agreements
+
−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
In ICM, you can search an existing agreement for multiple reasons such as:.<br/>
+
−
* To know the details of the agreement created.
+
−
* To know the status of the agreement created.
+
−
* To copy an existing agreement.
+
−
* To edit an existing agreement.
+
−
In ICM, you can use multiple options to search an agreement. Here is the process to search an existing agreement:<br/>
+
−
[[File:Search_agreement1-4.4.png]]<br/><br/>
+
−
</div>
+
−
 
+
−
    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video:
+
−
ICM Search Options''' </p>
+
−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-409e7322-98fc-47de-9a1b-8405f22d58a1/xc/9GZTR/v2/embedded?autoplay=true?iframe=true|200|120}}
+
−
 
+
−
</div></div>
+
−
<div style="clear:both"></div>
+
−
 
+
−
1. Click the '''Agreements''' tile on navigation bar on the '''Home''' page. The agreements page that lists the '''existing agreements''' is displayed. <br/>
+
−
Search for a specific agreement by using any of the following options:,<br/>
+
−
 
+
−
'''Option 1''': <br/>
+
−
 
+
−
Under '''Search For''',
+
−
 
+
−
:* Click the '''Select Field''' list, and then select appropriate value/item from the list. The results that are relevant to the item appear. You can select multiple values at once. For example, if you select '''Created by''' (it means you want to filter agreements according to various users who created agreements), list of users who created agreements appears. You can then select appropriate user to filter your search. <br/>
+
−
:* The number in the bracket denotes the number of available items. You can also select multiple options.<br/>
+
−
 
+
−
[[File:Search agreement 2.png]]<br/><br/>
+
−
 
+
−
:* To narrow your search, type free text in the '''Custom Keyword''' box, and then click '''Apply'''. You can use operators like AND/OR to filter the results. For example:  <br/>
+
−
 
+
−
 
+
−
'''Option 2''': <br/>
+
−
Alternatively, type free text in the search box that is provided above the list of existing agreements. A list of '''relevant agreements''' is displayed. <br/>
+
−
 
+
−
[[File:Search_agreement3-4.4.png]]<br/><br/>
+
−
 
+
−
You can further narrow your search by using any of the following characters:<br/>
+
−
 
+
−
{| class="wikitable"
+
−
|- style="vertical-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | '''Search Term'''
+
−
|style="height:5px; width:500px; text-align:left;" | '''Result'''
+
−
 
+
−
 
+
−
|- style="horizontal-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | "..."
+
−
|style="height:5px; width:500px; text-align:left;" | Type the search term in double quotation marks. It shows existing agreements that include the exact search term.
+
−
 
+
−
|- style="horizontal-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | *...*
+
−
|style="height:5px; width:500px; text-align:left;" | Type the search term in star characters. It shows existing agreements that include the exact search term.
+
−
 
+
−
|- style="horizontal-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | *...
+
−
|style="height:5px; width:500px; text-align:left;" | Prefix * to the search term. It shows existing agreements that end with this term.
+
−
 
+
−
|- style="horizontal-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | ...*
+
−
|style="height:5px; width:500px; text-align:left;" | Suffix * to the search term. It shows existing agreements that start with this term.
+
−
 
+
−
 
+
−
|}
+
−
 
+
−
 
+
−
 
+
−
'''Viewing the saved search terms and mark search as a Favorite'''
+
−
 
+
−
You can view your saved search terms by doing the following:
+
−
 
+
−
:a. In the '''More Searches''' box, select your '''saved search'''.
+
−
 
+
−
:b. Click [[File: favorite icon.jpg]] to mark the search term as '''favorite'''. You can find your marked favorites below the tiles. <br/>
+
−
 
+
−
 
+
−
To learn how to save your search, click [[Save_Your_Search_Results|Save Your Search Results]]. <br/>
+
−
To learn how to convert your favorite search result into a KPI, click [[Save_Your_Search_Results|Save Your Search Results]].
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Download and Print Contract/Agreement Information]]<br/>
+
−
[[Copy an Existing Agreement]]<br/>
+
−
[[Edit a Contract/Agreement]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pageafter="Save_Your_Search_Results | Save Your Search Results" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:230px;float:left;" class="mw-collapsible-title">
+
−
'''Save Your Search Results'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreement Management]] > Save Your Search Results<br/>
+
−
 
+
−
In ICM, you can use advance search option to search various existing entities of agreement.  You can save this search result and use it as favorites.<br/> Here is the process to save your search.<br/><br/>
+
−
'''To save your search''': <br/>
+
−
 
+
−
1. On the ICM Dashboard, in the top right corner, click [[File:Saving your Search1.png]]. The '''Search''' page appears. <br/>
+
−
 
+
−
2. In the '''Please select Entities to search''' field, enter or select appropriate entities from the provided list, and then type related keywords in '''Enter Search here''' field.<br/>
+
−
 
+
−
[[File:Save_search1-4.4.png]]<br/><br/>
+
−
 
+
−
[[File:Search agreement 2.png]]<br/><br/>
+
−
 
+
−
3. Once done, select the required option in the very next field:<br/>
+
−
 
+
−
:* '''Metadata''' – if selected the search will be done in the Metadata of the selected Agreement.<br/>
+
−
:* '''Full Text''' – if selected the search will be done in the Document of the selected Agreement.<br/>
+
−
:* '''Combined''' – if selected the search will be done including both Metadata and Document of the selected Agreement.<br/>
+
−
 
+
−
4. Click Search [[File:Smart link2.jpeg]] icon, the results matching to your keywords will be displayed.<br/>
+
−
 
+
−
5. To narrow your search further, under '''Search For''', click '''Select Field''' and select an appropriate option from the list provided. The number in the bracket denotes the number of available items which contain the search term. You can also select multiple options..<br/> 
+
−
 
+
−
For example, when you select the field '''Status'''; the application displays the count of agreements that have '''status''' as '''Draft''', '''Approved''', '''Terminated''', '''Superseded''' and so on.<br/>If you select the status as '''Draft''' ( you enable the check box next to 'Draft'); the application displays  all the agreements having a '''status''' as '''Draft'''.<br/> A list of these agreements is displayed as a search result in the tabular format.<br/>
+
−
 
+
−
'''How to enhance your search.'''<br/>
+
−
You can enhance your search by using any of the following methods:<br/>
+
−
 
+
−
{| class="wikitable"
+
−
|- style="vertical-align:top;"
+
−
!style="height:10px; width:100px; text-align:left;" | '''Field'''
+
−
!style="height:10px; width:400px; text-align:left;" | '''Action'''
+
−
 
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:100px; text-align:left;" | *...*
+
−
|style="height:10px; width:400px; text-align:left;" | Type a search term in between the star characters. <br/>It shows existing items which include the respective search term
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:100px; text-align:left;" | *...
+
−
|style="height:10px; width:400px; text-align:left;" | Prefix * to a search term. <br/>It shows existing items which end with this term
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:100px; text-align:left;" | ...*
+
−
|style="height:10px; width:400px; text-align:left;" | Suffix * to a search term. <br/>It shows existing items which start with this term
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:100px; text-align:left;" | "..."
+
−
|style="height:10px; width:400px; text-align:left;" | Type a search term in double quotes. <br/>It shows existing items which include the search term
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:100px; text-align:left;" | ...(space)...
+
−
|style="height:10px; width:400px; text-align:left;" | Type multiple search terms with a space in between. <br/>It shows existing items which include the search terms
+
−
|}
+
−
 
+
−
6. Click [[File:Smart link5.jpeg]] to save your search. '''Save Search''' dialog box appears. <br/>
+
−
 
+
−
7. In the '''Save search as''' box, type a name for the search. <br/>
+
−
 
+
−
8. In '''Global Search''', select '''Yes''' to make the search available to everyone. Select '''No''' to keep the search restricted. <br/>
+
−
 
+
−
9. Click '''Save''' to save your search. The saved search appears as favorite on the Home page. <br/>
+
−
 
+
−
[[File: Save search3.jpeg]]<br/><br/>
+
−
 
+
−
'''Converting search result into a KPI'''<br/>
+
−
 
+
−
You can convert your favorite search result into a KPI so that it can be directly accessed from the ICM homepage.<br/>
+
−
When you save a search result as a favorite, you will see the control tower matrix. You can save your favorite search result as a KPI tile from here.<br/>When you enable the '''Control Tower Matrix''' check box as '''Yes''', the matrix name you enter appears on the KPI tile.<br/><br/>
+
−
[[File:Save search4.png]]<br/><br/>
+
−
 
+
−
Once you save the control tower metrics, you need to give the view privilege for the local user or global users. You need to give the privileges from Admin tile.<br/>
+
−
 
+
−
To learn how to create a smart link, click [[Create Smart Links]]<br/>
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Create Smart Link for Agreement]]<br/>
+
−
[[Create Smart Link for Association]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Search_Contracts/Agreements|Search Contracts/Agreements" pageafter="Create_Smart_Link_for_Agreement | Create Smart Link for Agreement" />
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:230px;float:left;" class="mw-collapsible-title">
+
−
'''Export Search Results'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreement Management]] > Save Your Search Results<br/>
+
−
 
+
−
In ICM, you can export search results in '''Excel''' (.xlsx) and '''Comma Separated Value''' file (.csv).
+
−
 
+
−
Exporting search results in a '''CSV''' file will help users who do not have '''Microsoft Office''' installed on their computer.<br/>
+
−
 
+
−
'''To export search results''': <br/>
+
−
1. On ICM Dashboard, at the top right corner, click '''Search''' [[File:Saving your Search1.png]].
+
−
 
+
−
2. Now on Search page, under '''Please select Entities to search''', select the required entities.
+
−
 
+
−
3. As per the selections made the result will be displayed below.
+
−
 
+
−
4. Click '''Export''' option [[File:Export.png]] and select '''Excel''' or '''CSV'''  file format as per the requirement.
+
−
 
+
−
5. The search result will be exported in the selected file format.
+
−
 
+
−
</font>
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:230px;float:left;" class="mw-collapsible-title">
+
−
'''Create Smart Link for Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM Help| Home]] >[[Agreement Management]] > Create Smart Link for Agreement<br/>
+
−
 
+
−
Smart link displays all the agreements/associations that are relevant to a particular search criteria (on the '''Agreement Details''' page). You can search specific agreements, save your search, and then create a smart link that appears on the '''Agreement Details''' page.<br/>
+
−
 
+
−
For example, you are searching '''MSA Agreement''' and search result displayed twenty five MSA agreements. You can now save this search result as a smart link. It will appear on the '''Agreement Detail ''' page. Whenever  you click the smart link icon on the '''Agreement Details''' page, you will see all these twenty five agreements.<br/> Your search parameters can be anything as per your business requirements. This you can convert to smart links.<br/>Thus, a Smart Link saves the time and efforts in logging out of the current agreement and searching the other agreement records by entering the relevant information.<br/>
+
−
Smart Links can be created for agreements and associations.<br/>
+
−
 
+
−
== Set Up Smart link for agreement ==
+
−
<div>
+
−
      <div style="float:left;width:70%;" >
+
−
To create a smart link: 
+
−
 
+
−
1. Click [[File:Saving your Search1.png]]. The '''Search''' page appears. <br/>
+
−
 
+
−
2. In the '''Please select Entities to search''' list, type or select a particular agreement type, and then click [[File:Smart link2.jpeg]]<br/><br/>
+
−
</div>
+
−
 
+
−
    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video: Create smart links''' </p>
+
−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-3cd595c3-4ab3-450b-aa78-08ca729a96c3/xc/X8LWO/v2/embedded?autoplay=true?iframe=true|210|120}}
+
−
 
+
−
</div></div>
+
−
<div style="clear:both"></div>
+
−
[[File:Smart link4.png]]<br/><br/>
+
−
 
+
−
3. Under '''Search For''', click '''Select Field''' list. Select an appropriate attribute from the list. The number in the bracket denotes the number of available items which contain the search term.<br/>
+
−
 
+
−
 
+
−
[[File:Smart link 3.jpeg]]<br/>
+
−
 
+
−
 
+
−
4. Click [[File: Smart link5.jpeg]] on the top right corner of the page. The '''Save Search''' dialogue box appears.<br/>
+
−
 
+
−
5.  In the '''Save search as''' box, type an appropriate name for your search.<br/>
+
−
 
+
−
6. In the '''Smart Link''' box, select '''Yes''' to set up a smart link.<br/>
+
−
 
+
−
7. In the '''Edit Query''' box, replace the value of the text in the query bracket with ? (question mark) for example, '''"query"["SOW"] with "query"["?"]'''.<br/>
+
−
 
+
−
8. Click '''Save''' to set up a smart link.<br/>
+
−
 
+
−
[[File:Smart link6.jpeg]]<br/>
+
−
 
+
−
9. To view the smart link, click '''Agreements''' tile. The '''Agreements''' page appears.<br/>
+
−
 
+
−
10. In the '''Enter Search here''' box, type the particular agreement type name, and then click [[File: Smart link2.jpeg]]<br/>
+
−
 
+
−
11. In the '''Search For''' list, select an attribute value. A list of agreements appear. Click [[File: Smart link7.jpeg]]. The particular agreement '''Details''' page appears.<br/>
+
−
 
+
−
12. On the Details page, click [[File:Smart link8.jpeg]]. The '''Smart Links''' dialogue box appears that displays a list of smart links.<br/>
+
−
 
+
−
[[File:Smart link9.jpeg]]<br/>
+
−
 
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Save_Your_Search_Results| Save Your Search Results " pageafter="Create_Smart_Link_for_Association |Create Smart Link for Association " />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:250px;float:left;" class="mw-collapsible-title">
+
−
'''Create Smart Link for Association'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM Help| Home]] >[[Agreements]] > Create Smart Link for Association<br/>
+
−
 
+
−
Smart link displays all the agreements/associations that are relevant to a particular search criteria (on the '''Agreement Details''' page). You can search specific agreements, save your search, and then create a smart link that appears on the '''Agreement Details''' page.<br/>
+
−
 
+
−
For example, you are searching '''SOW (statement of work) associated document''' and search result displayed twenty five associated documents. You can now save this search result as a smart link. It will appear on the '''Agreement Details ''' page. Whenever  you click the smart link icon on the '''Agreement Details''' page, you will see all these twenty five associated documents.<br/> Your search parameters can be anything as per your business requirements. This you can convert to smart links.<br/>Thus, a Smart Link saves the time and efforts in logging out of the current agreement and searching the other agreement records by entering the relevant information.<br/>
+
−
Smart Links can be created for agreements and associations.<br/>
+
−
 
+
−
<div>
+
−
      <div style="float:left;width:70%;" >
+
−
 
+
−
To set up a smart link for an association we need to select an associated document for a parent contract type and then set up a smart link.
+
−
 
+
−
1. Click [[File:Saving your Search1.png]]. The '''Search''' page appears. <br/>
+
−
 
+
−
2. In the '''Please select Entities to search''' list, type or select a particular associated document contract type, and then click [[File: Smart link2.jpeg]]<br/>
+
−
 
+
−
3. Under '''Search For''', click '''Select Field''' list. Select an appropriate common attribute (common to agreement) from the list. <br/>The number in the bracket denotes the number of available items which contain the search term.<br/>
+
−
</div>
+
−
 
+
−
    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video: Create smart links''' </p>
+
−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-3cd595c3-4ab3-450b-aa78-08ca729a96c3/xc/X8LWO/v2/embedded?autoplay=true?iframe=true|210|120}}
+
−
 
+
−
</div></div>
+
−
<div style="clear:both"></div>
+
−
 
+
−
[[File:Smart link10.jpeg]]<br/>
+
−
 
+
−
4. Click [[File: Smart link5.jpeg]] on the top right corner of the page. The '''Save Search''' dialogue box appears.<br/>
+
−
 
+
−
5. In the '''Save search as''' box, type an appropriate name for your search.<br/>
+
−
 
+
−
6. In the '''Smart Link''' box, select '''Yes''' to set up a smart link.<br/>
+
−
 
+
−
7. In the '''Edit Query''' box, replace the value of the text in the query bracket with ? (question mark) for example, '''"query"["..."] with "query"["?"]'''.<br/>
+
−
 
+
−
8. In the '''Smart link for association''' box, select '''Yes''' to set up an association smart link.<br/>
+
−
 
+
−
9. In the '''Associated Contracts''' list, select relevant contract category, and then click '''Save''' to set up a smart link.<br/>
+
−
 
+
−
[[File:Smart link11.jpeg]]<br/>
+
−
 
+
−
10. To view the smart link, click '''Agreements''' tile. The '''Agreements''' page appears.<br/>
+
−
 
+
−
11. In the '''Enter Search here''' box, type the particular agreement type name, and then click [[File:Smart link2.jpeg]]<br/>
+
−
 
+
−
12. In the '''Search For''' list, select an attribute value. A list of agreements appear. click [[File: Smart link7.jpeg]]. The particular agreement '''Details''' page appears.<br/>
+
−
 
+
−
13. On the Details page, click [[File:Smart link8.jpeg]]. The '''Smart Links''' dialogue box appears that displays a list of smart links.<br/>
+
−
 
+
−
[[File:Smart link9.jpeg]]<br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Create_Smart_Link_for_Agreement|Create Smart Link for Agreement " pageafter="Create_a_Fresh_Contract/Agreement |Create a Fresh Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Create a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:390px;float:left;" class="mw-collapsible-title">
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'''Create a Fresh Contract/Agreement'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM Help|Home]] > [[Agreements]] > Create a Fresh Contract/Agreement<br/>   
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An [[Glossary|Agreement]] is a type of contract that your organization signs with third party for legal or business purpose.<br/>
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<div>
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      <div style="float:left;width:68%;" >
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You can create agreement in following ways:<br/>
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*Copy an existing agreement to create a new agreement.
+
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*Create a new agreement by using the '''Create Agreement''' feature.
+
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*Create an agreement from a contract request.
+
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This section explains the process of creating an agreement using the '''Create Agreement''' feature. <br/>
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To create an agreement: <br/>
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</div>
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+
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    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
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<p> '''Video: Create an Agreement''' </p>
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{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-a5de900d-58a9-49f1-ace2-8e44d0bc92ac/xc/YL8TV/v2/embedded?autoplay=true?iframe=true|200|120}}
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</div></div>
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<div style="clear:both"></div>
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<div class="mw-collapsible mw-collapsed">
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'''To create an agreement:'''
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<div class="mw-collapsible-content">
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1. Click the '''Agreements''' tile on the '''Home''' page, and then click the '''Create Agreement''' tile.<br/>
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[[File: Create agreement1.png]]<br/>
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[[File:Create agreement2.jpeg]]
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The '''Create Agreement''' page appears with  the '''Agreement Details''' tab displayed by default.The Create Agreement page consists of four tabs:<br/>
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:A] '''Contract Type Details'''<br/>
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:B] '''Attributes'''<br/>
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:C] '''Select Template'''<br/>
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:D] '''Verify'''<br/>
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</div>
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</div>
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2. Provide appropriate information on each tab as follows, and then click '''Next''' to go to the next page:<br/>
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Let us go through each tab in detail:<br/>
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A] '''Contract Type Details'''
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{| class="wikitable"
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|- style="vertical-align:top;"
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!style="height:10px; width:200px; text-align:left;" | '''Field'''
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!style="height:10px; width:300px; text-align:left;" | '''Action'''
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|- style="horizontal-align:top;"
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|style="height:10px; width:200px; text-align:left;" | Category
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|style="height:10px; width:300px; text-align:left;" | Select relevant category
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|- style="horizontal-align:top;"
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|style="height:10px; width:200px; text-align:left;" | Contract Type Name
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|style="height:10px; width:300px; text-align:left;" | Select appropriate contract type name
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|- style="horizontal-align:top;"
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|style="height:10px; width:200px; text-align:left;" | Type Of Paper
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|style="height:10px; width:300px; text-align:left;" | Select appropriate type of paper
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|}
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{| class="wikitable" |-style="horizontal:align-top;"
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|'''Note:''' Depending on the type of paper you select, tabs appear differently: <br/>
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- If you select the '''Type Of Paper''' as '''Own''', the '''Select Template''' tab appears. The tab displays the relevant templates for the selected contract type. <br/>
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- If you select the '''Type Of Paper''' as '''Third Party''', you need to upload a third party agreement. The '''Select Template''' tab does not appear in this case. <br/>
+
−
|}
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+
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B] '''Attributes'''
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+
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{| class="wikitable" |-style="horizontal:align-top;" 
+
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| '''Note''': The fields that appear on the '''Attributes''' tab vary based on the contract type you select. The fields marked with * are mandatory. <br/>
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|}
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+
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:a. In the '''Associate and Inherit''', click [[File: Create agreement3.png]] next to document name to inherit the attributes of associated agreement. <br/>
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−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': The '''Associate and Inherit''' field appears only for those contract types that have association with any other contract types. <br/>
+
−
|}
+
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+
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:b. In the '''Organization Unit''' box, select the organization unit you belong to.<br/>
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+
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:c. In the '''Name''' box, type name for the agreement you want to create. <br/>
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+
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:d. In the '''Party Name''' box, type the name of the contract party. <br/>
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+
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:e. In the '''Party Address''' box, type the address of the contract party. <br/>
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+
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:f. In the '''Contract Value''' box, type or select the value of the contract deal. In the '''Select Currency''' list, select the currency of the contract value. <br/>
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+
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:g. In the '''Payment Terms''' list, select the payment term in days. <br/>
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+
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:h. In the '''Effective Date''' box, enter the date from which the contract will be effective from. <br/>
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+
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:i. In the '''Expiry Date''' box, enter the date the contract expires. <br/>
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+
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:j. In the '''Signature Type''' list, select from the following options: <br/>
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::- Select '''Electronic Signature''', to send an agreement for an electronic signature to External and Internal Signatory. <br/>
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::- Select '''Manual Signature''', to send an agreement for a manual signature to External and Internal Signatory. <br/><br/>
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+
−
[[File:Create_agreement4-4.4.png]]<br/><br/>
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+
−
:k. In the '''External Signatory''' box, type the e-mail address of the external signatory, and then press '''Enter'''. <br/>The '''User (''e-mail address'') doesnot exist. Do you want to provision a new external user?''' message appears. <br/>
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+
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[[File: Create agreement5.jpg]] <br/>
+
−
 
+
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:l. Click '''Yes'''. The '''Create External User''' dialog box appears. <br/>
+
−
 
+
−
[[File: Create agreement6.jpg]] <br/>
+
−
 
+
−
:m. In the '''First Name''' and the '''Last Name''' box, type the first name and last name of the external user. <br/>
+
−
 
+
−
:n. In the '''Email Address''' box, type the e-mail address of the external user, and then click '''Save'''. <br/> &nbsp;&nbsp;&nbsp; The user appears in the '''External Signatory''' box. <br/>
+
−
 
+
−
:o. In the '''Internal Signatory''' box, click [[File: owner field.jpg]] to select an internal user. The '''Select User''' dialog box appears. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File:Create agreement7.jpg]]<br/>
+
−
 
+
−
:p. Under ''' Select User''', select appropriate user as an internal signatory. Alternatively, in the '''Search User''' box, type the name of the desired user, and click [[File: Search icon.png]]. <br/>Use the scroll arrows [[File:scroll arrow.jpg]]  to scroll through users. Click '''Add''' to add the user. <br/>
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+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
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| '''Note''': If you select the type of paper as '''Third Party''' on the '''Contract Type Details''' tab, the '''File Path''' field appears on the '''Attributes''' tab. <br/>In the '''File Path''', click '''Select File''' to select third party agreement. <br/>
+
−
|}
+
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+
−
C]Select''' Template''' tab. <br/>
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−
The tab displays templates that you have created for a particular contract type. Select an appropriate template. <br/>
+
−
 
+
−
 
+
−
D] Select '''Verify''' tab. <br/>
+
−
 
+
−
a. On the '''Verify''' tab, do one of the following: <br/>
+
−
* Click '''Previous''' to go back and make changes. <br/>
+
−
* Click '''Create''' to create agreement. <br/>
+
−
* Click '''Create and Publish''' to create and then publish agreement. <br/>
+
−
* Click '''Create and Send for approval''' to create and then send agreement for approval. <br/>
+
−
 
+
−
3. Click '''Create'''. The agreement with the '''Draft''' status is displayed. To learn more about the Tabs that appear on the '''Agreement''' '''Details''' page, click [[Tabs]].<br/>
+
−
 
+
−
4. Choose from the following options available on the contract summary and details: <br/>
+
−
* Click  '''Upload Document''' to upload the document in the '''ICM''' application. <br/>
+
−
* Click  '''Edit''' to make changes to the agreement. <br/>
+
−
* Click  '''Publish''' to publish the agreement.
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
| '''Note''': After you publish an agreement, the '''Draft''' watermark appears on the agreement. It appears on the agreement in all the states until the agreement is approved. <br/> The watermark disappears when the agreement is approved. <br/>
+
−
|}
+
−
* Click  '''Delete''' to delete the agreement from the '''ICM''' application. <br/>
+
−
 
+
−
If you publish the agreement, the following options appear. Click the appropriate option:
+
−
* '''Download''' to save an agreement to your local computer. <br/>
+
−
* '''Download All''' to save  an agreement and associated documents on your local computer <br/>
+
−
* '''Upload Document''' to upload the document in the '''ICM''' application. <br/>
+
−
* '''Lock''' to lock an agreement to restrict others to take action on it.<br/>
+
−
* '''Edit''' to make changes to an agreement.<br/>
+
−
* '''Confidential''' to move an agreement to the confidential organization unit.
+
−
* '''Assemble Contract''' to include the associated documents (example - annexure), if any, along with the agreement. <br/>
+
−
* '''Request Review''' to send the agreement to the reviewer for review. To learn more about the '''Request Review''' process, click [[Send_a_Contract/Agreement_for_Review|Send a Contract/Agreement for Review]]. <br/>
+
−
* '''Send For Approval''' to send the agreement to the approver for approval. <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
| '''Note''': When you click '''Send For Approval''', the agreement is sent to the approver that is set by a rule. If no rules are set on a particular contract type, <br/>the agreement status changes to '''Approved'''. <br/>
+
−
|}
+
−
 
+
−
To create a new agreement from contract request, see [[ Create_a_Contract/Agreement_from_Contract_Request|Create a Contract/Agreement from Contract Request]]. <br/>
+
−
To learn how to edit an agreement, click [[Edit_a_Contract/Agreement| Edit an agreement]] <br/>
+
−
 
+
−
'''Tutorials:'''<br/>
+
−
[[media:Create a Fresh Agreement Tutorial.pdf|Create a Fresh Agreement]]
+
−
 
+
−
'''Related Topics:'''<br/>
+
−
[[Add Supporting Documents to Your Contract/Agreement]]<br/>
+
−
[[Add and Remove Approvers]]<br/>
+
−
[[Enable and Disable Approvers]]<br/>
+
−
[[Send a Contract/Agreement for Review]]<br/>
+
−
[[Add Notes]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Create_Smart_Link_for_Association|Create Smart Link for Association" pageafter="Create_a_Contract/Agreement_from_Contract_Request |Create a  Contract/Agreement from Contract Request" />
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−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:390px;float:left;" class="mw-collapsible-title">
+
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'''Create a Contract/Agreement from Contract Request'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Create a Contract/Agreement from Contract Request<br/>
+
−
 
+
−
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
+
−
*Contract Admin
+
−
*Primary owner
+
−
*Approver
+
−
*Reviewer
+
−
*Deviation approver
+
−
You can create an agreement from a [[Glossary|Contract Request]] if you are assigned a role of a  '''Contract Admin'''.<br/> While creating a request, the requestor (primary owner) adds the '''contract admin''' to the team.<br/>
+
−
After the request is approved, you receive the notification for the same. You can check this notification under the '''Notifications''' tile. Then, click the appropriate request name link to review the request information and create the agreement.<br/>
+
−
Here is the process to create an agreement from a request:
+
−
<br/>
+
−
 
+
−
To create an agreement from a request:<br>
+
−
 
+
−
1. Click the '''Notifications''' tile on the Home page, and then click the '''Tasks''' tab. A list of tasks and notifications appears.<br/>
+
−
:[[File: Request to agreement1.png]]<br/>
+
−
 
+
−
2. Select the requests that are awaiting your action. <br/>
+
−
 
+
−
3. Review the information and then click '''Create Contract'''.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
|'''Note''': If you click '''Return to Requester''', the request goes back to the business partner. <br/>
+
−
|}
+
−
 
+
−
4.  The '''Create Agreement''' page consists of four tabs:
+
−
:A. Contract Type Details
+
−
:B. Attributes
+
−
:C. Select Template
+
−
:D. Verify
+
−
 
+
−
[[File:Request_agreement2-4.4.png]]<br/>
+
−
 
+
−
5.  Provide appropriate information on each tab as follows, and click '''Next''' to go to the next tab.
+
−
 
+
−
:a. '''Contract Type Details tab'''
+
−
 
+
−
{| class="wikitable"
+
−
|- style="vertical-align:top;"
+
−
!style="height:10px; width:200px; text-align:left;" | '''Field'''
+
−
!style="height:10px; width:300px; text-align:left;" | '''Action'''
+
−
 
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:200px; text-align:left;" | Category
+
−
|style="height:10px; width:300px; text-align:left;" | Default
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:200px; text-align:left;" | Contract Type Name
+
−
|style="height:10px; width:300px; text-align:left;" | MSA2
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:200px; text-align:left;" | Type of Paper
+
−
|style="height:10px; width:300px; text-align:left;" | Own
+
−
|- style="horizontal-align:top;"
+
−
|}
+
−
 
+
−
<br/>
+
−
 
+
−
:b. '''Attributes tab''' <br/>
+
−
The attributes and the information entered in the Attributes tab is inherited from the Contract Request.<br/>
+
−
Enter appropriate information in the respective fields.<br/>
+
−
 
+
−
[[File:Request agreement5.jpg]]<br/><br/>
+
−
 
+
−
:c. '''Select Template tab'''<br/>
+
−
 
+
−
The '''Select Template''' tab displays the templates that you have created for a particular contract type.
+
−
 
+
−
[[File:Request agreement3.jpg]]<br/><br/>
+
−
 
+
−
:d. Select '''Verify''' tab. Verify the details you have entered to create an agreement. <br/><br/>
+
−
 
+
−
[[File:Request agreement4.jpg]]<br/><br/>
+
−
 
+
−
6.  Select an '''appropriate template'''. Verify all the agreement information.<br/>
+
−
 
+
−
7.  Click '''Create''' to create a contract. <br/>
+
−
: - Click '''Create and Publish''' to create the contract and publish it at the same time. <br/>
+
−
: - Click '''Create and Send for approval''' to create and then send a contract for approval.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
|'''Note''': If you click '''Create''', a contract is created even if you do not enter details in the mandatory attributes. <br/> However, if you have not entered details in the mandatory attributes; and you click '''Create and Publish''', a message appears as: <font face=Courier New>''''Value for field (field name) is mandatory.''''</font><br/>
+
−
|}
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Create_a_Fresh_Contract/Agreement|Create a Fresh Contract/Agreement" pageafter="Copy_an_Existing_Agreement |Copy an Existing Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:390px;float:left;" class="mw-collapsible-title">
+
−
'''Copy an Existing Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Copy an Existing Agreement
+
−
 
+
−
You can copy an existing agreement to create a new agreement. You can reuse the data of an existing agreement, and create a new agreement.<br/>
+
−
Here is the process to copy an existing agreement:
+
−
 
+
−
To copy an agreement from an existing agreement:<br>
+
−
 
+
−
1. On the <b>Agreements</b> page, click [[file:eyeball.png]] to open the agreement that you want to copy. The <b>Agreement Details</b> page appears.<br/>
+
−
2. Click [[file:copy icon.jpg]]  on the upper right corner of Agreement Details. The message <font face=Courier New><b>'This will create copy of an existing agreement. Do you want to continue?'</b></font> appears. <br/>
+
−
3. Click <b>OK</b>. The <b>Create Agreement</b> page appears. <br/>
+
−
4. Provide/update the appropriate information on each page, and then click <b>Next</b> to go to the next page.<br/>
+
−
5. On the <b>Verify</b> page, verify the information you have entered, and then click <b>Create Agreement</b> to create a copy of the existing agreement.<br/>
+
−
+
−
'''Tutorials:'''<br/>
+
−
[[media:Copy an Existing Agreement Tutorial.pdf|Copy an Existing Agreement]]
+
−
 
+
−
'''Related Topics:'''<br/>
+
−
[[Search Contracts/Agreements]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Create_a_Contract/Agreement_from_Contract Request|Create a Contract/Agreement from Contract Request" pageafter="View_a_Contract/Agreement|View a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:390px;float:left;" class="mw-collapsible-title">
+
−
'''View a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI">
+
−
 
+
−
[[ICM Help| Home]] > [[Agreements]] > View a Contract/Agreement
+
−
 
+
−
In '''ICM''', you can view the Agreement/Contract in read mode after publishing it.<br/>
+
−
 
+
−
To view the Agreement/Contract:<br/>
+
−
 
+
−
1. Click the '''Agreements''' tile on the Home page. The '''Agreements''' page appears.<br/>
+
−
2. On the Agreements page, click [[File:View.png]] to view the details of the appropriate agreement. The Agreement '''Details''' page appear.<br/>
+
−
3. Under the '''Agreement''' section, click '''Preview''' option.<br/>
+
−
4. The selected '''Agreement''' will appear in read only mode.<br/>
+
−
5. The '''meta data values''' in the '''Contract/Agreement''' will be highlighted if it is manually tagged.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
| '''Note''': The meta data values will be highlighted only in '''read mode''', and not if downloaded or printed..<br/>
+
−
|}
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Copy_an_Existing_Agreement|Copy an Existing Agreement" pageafter="Add_Supporting_ _Documents_to_Your_Contract/Agreement |Add Supporting Documents to Your Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:390px;float:left;" class="mw-collapsible-title">
+
−
'''Add Supporting Documents to Your Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI">
+
−
 
+
−
[[ICM Help| Home]] > [[Agreements]] > Add Supporting Documents to Your Contract/Agreement
+
−
 
+
−
In ICM, you can add associations and supporting documents to your agreements. <br/>
+
−
 
+
−
To add an association: <br/>
+
−
 
+
−
1. Click the '''Agreements''' tile on the Home page.  The Agreements page appears.<br/>
+
−
 
+
−
[[File:RequestOverview4.4.png]]<br/>
+
−
 
+
−
2. On the '''Agreements''' page, click [[File:eyeball.png]] to view the details of the appropriate agreement. The '''Agreement Details''' page appears.<br/>
+
−
 
+
−
[[File:Add_association1-4.4.png]]<br/>
+
−
 
+
−
3. Click the '''Association''' tab. All the associations for that agreement appear by default.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
|'''Note''':<br/> There are two types of associations for an agreement.<br/>
+
−
• '''Peer to Peer Association''': In the peer to peer association, a '''Select Association''' dialogue box appears where you can select an appropriate association for your agreement.<br/>
+
−
• '''Parent to Child Association''': In the parent to child association, a '''Create Associated Document''' page appears where you can enter appropriate information, and then click '''Create''' to create a child association for the agreement.<br/>
+
−
|}
+
−
 
+
−
'''Peer to Peer Association'''<br/>
+
−
:a. Click [[File:add icon.jpeg]] to add an association. The '''Select Association''' dialogue box appears.<br/>
+
−
 
+
−
[[File:AddAssociation3.jpg]] <br/>
+
−
 
+
−
:b. In the '''Select Association''' dialogue box, select an appropriate association, and then click '''Select'''. The selected Association appears added in the '''Association''' tab, with an increment in the association number. <br/>
+
−
 
+
−
'''Parent to Child Association'''<br/>
+
−
:c. Click [[File:Add icon.jpeg]] to add an association. The '''Create Associated Document''' page appears with the parent agreement name on the right side of the page.<br/>
+
−
 
+
−
:d. Enter '''appropriate information''' in the respective fields, and then click '''Create''' to create a child association for an agreement. <br/>
+
−
The association appears in the '''Association''' tab, with an increment in the association number.<br/>
+
−
 
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="View_a_Contract/Agreement|View a Contract/Agreement" pageafter="Add_Commitments_to_Your_Contract/Agreement |Add Commitments to Your Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:390px;float:left;" class="mw-collapsible-title">
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'''Add Commitments to Your Contract/Agreement'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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+
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[[ICM Help| Home]] > [[Agreements]] > Add Commitments to Your Contract/Agreement
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+
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Every agreement or contract has obligations associated with it which are know as [[Glossary| commitments]]. The obligations are towards the transactions, clauses, and so on. Commitment is a reminder to fulfil these obligations. For example, reminding supplier about contract expiry. <br/>Adding a commitment is optional.
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While creating an agreement, you (primary owner) can add commitment using the '''Commitments''' tab.<br/>
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Here is the process to add a commitment:<br/>
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To add a commitment: <br/>
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+
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1. On the '''agreement details''' page, click the '''Commitments''' tab.<br/><br/>
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[[File:Add_commitment1-4.4.png]] <br/>
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2. Click [[File:Add icon.jpeg]] next to '''Add'''. The '''Add Commitment''' dialog box appears. <br>
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&nbsp;&nbsp; [[File:Add Commitment2.jpg]]<br/>
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:a. In the '''Description''' box, type description for the commitment. <br/>
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:b. In the '''Commitment Type''' list, select the type of commitment. <br/>
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:c. In '''Recurring Commitment''' field, select '''Yes''' if it is a recurring commitment. Select '''No''' if it is a one time commitment. <br/>
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:d. In '''Due Date''', select a due date for the commitment. <br/>
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:e. In the '''Business Owner''' box, click [[File:Owner field.jpg]] next to the box. The '''Select User''' dialog box appears.<br/>
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::i. Click the desired user name, and then click '''Add'''.<br/>
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::ii. You can also search the user(s) using the [[File:search icon.png]] icon provided in the top right corner. The selected user's name appears in the '''Business Owner''' field. <br/>
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:f. In the '''Instructions''' box, type the instructions for the commitment. <br/>
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:g. In '''Reminders''', type respective reminders for the commitment in days. <br/>
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:h. In '''Over due Reminder''', type an over due reminder. <br/>
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:i. Click '''Add Commitment'''. The added commitment appears under '''Commitments'''.
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3. The event is displayed on the '''History''' tab- ''Commitment was created by (''user name'') on (''date and time'') with due date (the ''due date'')''. <br/>
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The following icons are available next to each commitment text:<br/>
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{| class="wikitable"
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|- style="vertical-align:top;"
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!style="height:10px; width:100px; text-align:left;" | '''Field'''
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!style="height:10px; width:400px; text-align:left;" | '''Action'''
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|- style="horizontal-align:top;"
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|style="height:10px; width:100px; text-align:left;" | [[File:Add commitment3.JPG]]
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|style="height:10px; width:400px; text-align:left;" | Click the icon to delete the commitment
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|- style="horizontal-align:top;"
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|- style="horizontal-align:top;"
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|style="height:10px; width:100px; text-align:left;" | [[File:Edit icon.jpg]]
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|style="height:10px; width:400px; text-align:left;" | Click the icon to edit the details of the commitment. <br/>The '''Edit Commitment''' dialog box appears.Edit the desired fields, and then click '''Update Commitment'''. <br/>You can edit only the '''Due Date''' and '''Business Owner''' fields. <br/>
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|- style="horizontal-align:top;"
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|- style="horizontal-align:top;"
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|style="height:10px; width:100px; text-align:left;" | [[File:Add commitment5.jpg]]
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|style="height:10px; width:400px; text-align:left;" | This icon is visible for the commitments assigned to your user id. Click the icon to enter the details of the action that you have taken on the assigned commitment.<br/>Specify the details for each field as appropriate, and click the '''Save''' button. <br/>
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|- style="horizontal-align:top;"
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|- style="horizontal-align:top;"
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|style="height:10px; width:100px; text-align:left;" | [[File:Add commitment6.jpg]]
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|style="height:10px; width:400px; text-align:left;" | This icon is visible for the commitments assigned to your user id.<br/>Click the icon to view the details of your commitment.<br/>
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|- style="horizontal-align:top;"
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|}
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4. To add more commitments, '''repeat steps 1 to 3'''  as required. <br/><br/>
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</font>
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<link-page pagebefore="Add_Supporting_Documents_to_Your_Contract/Agreement|Add Supporting Documents to Your Contract/Agreement" pageafter="Set_Auto-Expiry_of_a_Contract/_Agreement |Set Auto-Expiry of an Agreement" />
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+
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed">
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<div style="width:390px;float:left;" class="mw-collapsible-title">
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'''Set Auto-Expiry of a Contract/ Agreement'''
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</div>
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<div class="mw-collapsible-content">
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<font face=" Segoe UI ">
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[[ICM Help|Home]] > [[Agreements]] > Set Auto-Expiry of a Contract/Agreement
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'''Auto expiry of an agreement''' <br/>
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While creating an agreement, you ( primary owner) can specify an expiry date of an agreement. Once an agreement expiry date is specified, it expires on that day.<br/> You can also set the expiry date of an  agreement while editing the agreement.
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Expiry date should be a future date. It cannot be the present or past date.<br/>
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+
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'''Set the auto expiry date for an agreement while creating the agreement'''
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To set the expiry date:
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+
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1. On the ICM Home Page, click '''Create Agreement''' tile. The Create Agreement page opens.<br/>
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2. Enter the Contract Type Details under '''Contract Type Details''' tab.
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3. Click '''Next''' to go to '''Attributes''' tab.
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4. Open the '''Key Dates''' section under '''Attributes''' tab.
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+
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5. Select the '''Effective Date''' of the contract.
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6. In the '''Tenure in months''' box, select or enter the tenure of the agreement.
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7. In the '''Expiry Date''' box, select the appropriate expiry date for the agreement.
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[[File:Auto Expiry of Agreement1.png]]<br/><br/>
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+
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'''Set the auto expiry date for an agreement while editing the agreement'''
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To set the auto expiry of an agreement: <br/>
+
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+
−
1. Click the '''Agreements''' tile on the home page. The '''Agreements''' page displays the list of existing agreements.<br/>
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+
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2. In the agreements list, click [[File:View Amendment1.png]] to open the agreement that you want to edit. The agreement details page appears.<br>
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3. Click '''Edit''' . <br/>
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+
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4. Open the '''Key Dates''' section under '''Attributes''' tab.
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+
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5. Select the '''Effective Date''' of the contract.
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6. In the '''Tenure in months''' box, select or enter the appropriate tenure of the agreement.
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7. In the '''Expiry Date''' box, select the appropriate expiry date for the agreement.
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+
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8. Click '''Update'''.
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+
−
</font>
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<link-page pagebefore="Add_Commitments_to_Your_Contract/Agreement|Add Commitments to Your Contract/Agreement" pageafter="Download_and_Print_Contract/Agreement_Information |Download and Print Contract/Agreement Information" />
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed">
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<div style="width:390px;float:left;" class="mw-collapsible-title">
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'''Download and Print Contract/Agreement Information'''
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</div>
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<div class="mw-collapsible-content">
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−
<font face=" Segoe UI ">
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−
[[ICM Help| Home]] > [[Agreements]]
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−
To download and print agreement/contract information: <br/>
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−
 
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−
1. On the '''Home''' page, click '''Agreements'''. The '''Agreements''' page appears. <br/>
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2. Click [[File:eyeball.png]] to view a particular agreement/contract. The '''Agreement Details''' page appears. <br/>
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+
−
3. Click the '''Reports''' tab, and then click '''Print/Export Attributes'''. The agreement report PDF is downloaded to your computer. <br/><br/>
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+
−
[[File:Download and print agreement information.png]] <br/>
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+
−
Open the PDF file and use '''Print''' menu to take the printout of the agreement information. <br/>
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−
 
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−
</font>
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−
<link-page pagebefore="Set_Auto-Expiry_of_a_Contract/Agreement|Set Auto-Expiry of a Contract/Agreement" pageafter="Send_a_Message |Send a message" />
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−
</div>
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</div>
+
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+
−
<div class="mw-collapsible mw-collapsed">
+
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<div style="width:390px;float:left;" class="mw-collapsible-title">
+
−
'''Send a Message'''
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−
</div>
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<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
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+
−
[[ICM Help|Home]] > [[Agreements]] > Send a Message
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+
−
A message that you send to an identified (internal or third party) user is called as '''Broadcast'''. By using the '''Broadcast''' feature, you can send ad hoc messages and important messages relating to an agreement through ICM UI .<br/>
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−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
To broadcast an agreement: <br/>
+
−
 
+
−
1. On the ICM Home page, click the '''Agreements''' tile. The '''Agreement''' page displays a list of agreements. <br/>
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+
−
2. Click [[file:eyeball.png]] next to the agreement that you want to broadcast to other users. The '''Agreement Details''' page appears. <br/>
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+
−
3. Click [[file:copy icon.jpg]] on the upper right corner above agreement details. The '''Broadcast''' dialog box appears. <br/><br/>
+
−
The Broadcast dialog box cosists of two tabs:
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−
 
+
−
* '''Details''' <br/>
+
−
* '''Attachements''' <br/>
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+
−
</div>
+
−
 
+
−
    <div style="float:right;background: #A9A9A9; width:30%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video: Broadcast a message''' </p>
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−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-38972685-edaa-4e39-bef1-99a1a5121177/xc/3LP0J/v2/embedded?autoplay=true?iframe=true|280|200}}
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+
−
</div></div>
+
−
<div style="clear:both"></div>
+
−
 
+
−
'''Details''' <br/>
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−
 
+
−
On this tab, you can add users, and type the subject line and your message. <br/>
+
−
 
+
−
[[File:Broadcasr Dtls.jpg]]<br/><br/>
+
−
 
+
−
a. In the To, Cc, and Bcc fields, click  to add users. The '''Select Users''' dialog box appears. <br/>
+
−
 
+
−
The '''Select User''' dialog box displays the following tabs:<br/>
+
−
:• Internal: Add internal users. <br/>
+
−
 
+
−
:• Third Party: Add third party users.<br/>
+
−
 
+
−
:• Role: Add users according to role. Includes External Signatory.<br/><br/>
+
−
[[File:BroadCast Agreement2.png]]<br/><br/>
+
−
b. In the '''Subject ''' field, type the subject of the message.<br/>
+
−
 
+
−
c. In the '''Message ''' field, ype the message or comments and then click Broadcast. The message '''Broadcast Successful''' appears. <br/><br/>
+
−
[[File:BroadCast Agreement3.png]]<br/><br/>
+
−
d. Click '''OK'''. The system sends an email notification with the attached documents. <br/>
+
−
 
+
−
 
+
−
'''Attachments''' <br/>
+
−
 
+
−
On this tab, you can attach the agreement document. The tab displays documents with their version number and document format. The tab displays the following: <br/>
+
−
 
+
−
The tab displays the agreements in the form of a table. The table has the following columns: <br/>
+
−
* Checkbox to select the agreement
+
−
* Name
+
−
* Version No
+
−
* Document Format
+
−
* Version comments for document version
+
−
 
+
−
Click to select the appropriate agreement document.
+
−
 
+
−
[[File:Broadcast Att.jpg]] <br/>
+
−
 
+
−
 
+
−
'''Related Topics:'''<br/>
+
−
[[Agreements]]<br/>
+
−
[[ICM Help]]
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−
</font>
+
−
<link-page pagebefore="Download_and_Print_Contract/Agreement Information|Download and Print Contract/Agreement Information" pageafter="Edit_a_Contract/Agreement |Edit a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Edit a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Edit a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Edit a Contract/Agreement
+
−
 
+
−
In ICM, you can [[Search_Contracts/Agreements|Search Contracts/Agreements]], and edit specific agreements.<br/>
+
−
You can add or remove, and make the appropriate changes in the existing agreements. You can edit an agreement at any stage. For example, you can edit an approved agreement. <br/>However, you cannot edit an agreement when it is at the '''Executed''' state. When you edit an agreement, you have to go through the approval process again. <br/>
+
−
 
+
−
To edit the existing agreement:<br>
+
−
 
+
−
1. In the agreements list, click [[File:Eyeball.png]]. The agreement details page appears.<br>
+
−
 
+
−
 
+
−
[[File:Edit_Agreement_Document_Button4.4.jpg]]<br/>
+
−
 
+
−
 
+
−
2. Click '''Edit'''. The '''Edit Agreement''' wizard with the '''Attributes''' tab appears. Edit the required fields. <br/>
+
−
 
+
−
3. Click '''Next'''. '''Verify''' tab appears. <br/>
+
−
 
+
−
4. In the '''Verify''' tab, choose one of the following: <br/>
+
−
:- '''Previous''' to go back and make changes to the information that you have entered.<br/>
+
−
:- '''Update''' to update the agreement.<br/>
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Search Contracts/Agreements]]<br/>
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Send_a_Message|Send a Message" pageafter="Delete_a_Contract/Agreement |Delete a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Delete a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Delete a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Delete a Contract/Agreement
+
−
 
+
−
You (primary owner) can delete an existing agreement at any stage. For example, you can delete an agreement that is in '''Approved''' state. You cannot delete an agreement when it is in the '''Executed''' state.<br/>
+
−
Users having '''Manage''' permissions can delete an agreement.
+
−
In ICM, there are certain user privileges regarding managing the ICM features and functions. These privileges are provided by ICM Administrator.<br/>
+
−
+
−
'''To delete an agreement:''' <br/>
+
−
 
+
−
1. Click the agreement name link that you want to delete.  The '''Agreement Details''' page appears.<br/>
+
−
 
+
−
2. Click [[File:eyeball.png]] next to the desired agreement record to view the agreement details. The Delete button on agreement details page is located at the bottom right corner of the page.<br/>
+
−
 
+
−
[[File:Delete an Agreement New.png]]
+
−
 
+
−
3.  Click '''Delete''' to delete the agreement. The application asks for your confirmation. <br/> The message is displayed as "Are you sure you want to delete?" . Click '''Yes''' to proceed. The agreement will be deleted.<br/>
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−
 
+
−
When an agreement is deleted, it is removed from the system completely.
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Search Contracts/Agreements]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Edit_a_Contract/Agreement|Edit a Contract/Agreement" pageafter="Cancel_a_Contract/Agreement |Cancel a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Cancel a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:201px;float:left;" class="mw-collapsible-title">
+
−
'''Cancel a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Cancel a Contract/Agreement<br/>
+
−
 
+
−
You (primary owner) can cancel an agreement in the '''Draft''' state of an agreement. The '''Cancel''' button is visible after the agreement is published. <br/>
+
−
 
+
−
To cancel an agreement: <br/>
+
−
 
+
−
1. On the '''Agreement Details''' page, click '''Cancel'''. <br/>
+
−
 
+
−
[[File:Agreement_Dtl-4.4.jpg]] <br/>
+
−
 
+
−
2. In the '''Add Note''' dialog box, type your comments, in the '''Reason Code''' list, select the reason for cancellation, and then click '''Add'''. The status of the agreement changes to '''Cancelled'''.  <br/>
+
−
 
+
−
[[File:Add note cancel.jpg]] <br/>
+
−
 
+
−
The cancellation action appears in History. The cancelled agreement is visible in the agreement search. In the '''Cancelled''' state, you can see the '''Revert''' button on the Agreement Details page. You can activate the cancelled agreement using this button.
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Search Contracts/Agreements]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Delete_a_Contract/Agreement|Delete a Contract/Agreement" pageafter="Add_and_Remove_Approvers |Add and Remove Approvers" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Add Team to Your Contract/Agreement==
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:450px;float:left;" class="mw-collapsible-title">
+
−
'''Add or Remove Approvers after Contract/Agreement is Published'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help| Home]] > [[Agreement Management]] > Add and Remove Approvers
+
−
 
+
−
You can Add, Remove '''Approvers''' and arrange them sequentially if you have privilege to '''Add/Remove''' Team.
+
−
In '''ICM''', there are certain user privileges regarding managing the '''ICM''' features and functions. These privileges are provided by ICM Administrator.<br/>
+
−
After an '''Agreement''' is published, you can Add or Remove an Approver in '''Draft''' and '''Waiting for Approval''' state.
+
−
 
+
−
'''Add an Approver'''
+
−
 
+
−
To add an Approver:
+
−
 
+
−
1. On the home page, click the '''Agreements''' tile.<br/>
+
−
 
+
−
2. Now on the '''Agreements''' page, view [[File:View.png]] the Agreement either in '''Draft''' state or '''Waiting For Approval''' state, to add the '''Approver'''.
+
−
 
+
−
3. Click the '''Team''' option in the left pane. All the team members for the Agreement will appear.<br/>
+
−
 
+
−
[[File:AddRemove_Approvers_-_Adding_an_approver-4.4.png]] <br/>
+
−
 
+
−
4. Now click [[File: Add icon.jpeg]]  next to '''Add'''. The '''Add User''' dialog box will pop up.<br/>
+
−
+
−
5. In '''Add User''' dialog box '''Select Role''' field consists of nine types of Approver and other roles as well which are:<br/>
+
−
 
+
−
:* Business Function Approver<br/>
+
−
:* Compliance<br/>
+
−
:* Compliance Approver<br/>
+
−
:* Contract Admin<br/>
+
−
:* Finance Approver<br/>
+
−
:* Legal Approver<br/>
+
−
:* Marketing Approver<br/>
+
−
:* Observer<br/>
+
−
:* Other Approver<br/>
+
−
:* Product Approver<br/>
+
−
:* Sales Approver<br/>
+
−
:* Secondary Owner<br/>
+
−
:* Technical Approver<br/>
+
−
 
+
−
Select the type of Approver as per the requirement.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
| '''Note''': When Agreement is in '''Draft''' or '''Waiting For Approval''' state, only the Approvers can take action.<br/>
+
−
|}
+
−
 
+
−
6. After that under '''Select User''', select appropriate user or search the user by entering the initials in '''Search User''' field.You can select multiple users as Approver.
+
−
 
+
−
7. The hierarchy number of the user appears in the Step Number box. You can change the step number according to your agreement flow or keep it as it is.
+
−
 
+
−
8. The Step Number can be earlier, current or higher, irrespective of User step. The Agreement approval flows sequentially according to the step number.
+
−
 
+
−
9. Once the Users are selected, enter the required comments in the '''Comments''' box.<br/>
+
−
 
+
−
10. By default '''Send Notification''' check box will be checked, so all the users added as Approver will receive a notification regarding it. If you don't want to send notification to the added users, uncheck the '''Send Notification''' box.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
| '''Note''': Only the User added manually will receive '''Notification'''.<br/>
+
−
|}
+
−
 
+
−
11. Click '''Add'''. The added user will appear in Team option.<br/>
+
−
 
+
−
'''Remove an Approver'''
+
−
 
+
−
You can remove only those '''Approvers''' that you have added manually. Approvers that are defined by rule cannot be removed.<br/>
+
−
 
+
−
To remove an '''Approver''':
+
−
 
+
−
1. Click [[File: No icon.jpg]] next to the '''Approver''' name. A dialogue box will pop up with the message '''You are about to remove a team member!''' in it.<br/>
+
−
 
+
−
2. Enter the required comments in '''Comments''' box.
+
−
 
+
−
3. By default '''Send Notification''' check box will be checked, so the user getting removed will receive a notification regarding it. If you don't want to send notification to the user, uncheck the '''Send Notification''' box.
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
| '''Note''': At a time only one user can be removed.<br/>
+
−
|}
+
−
 
+
−
4. Click '''Submit''', the user will be removed.<br/>
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Cancel_a_Contract/Agreement|Cancel a Contract/Agreement" pageafter="Enable_and_Disable Approvers |Enable and Disable Approvers" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Enable and Disable Approvers'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreement Management]] > Enable and Disable Approvers
+
−
 
+
−
You can Enable, Disable approvers, if you have Enable/Disable Team privilege. In ICM there are certain user privileges regarding managing the ICM features and functions. These privileges are provided by ICM Administrator.<br/>
+
−
After an '''Agreement''' is published, you can Enable or Disable an Approver in '''Draft''' and '''Waiting for Approval''' state.<br/>
+
−
 
+
−
1. On the '''Agreements''' page, click the '''Team''' option in the left pane. All the team members for the Agreement will appear. <br/>
+
−
 
+
−
[[File:Enable disable Approvers.png]]<br/><br/>
+
−
 
+
−
2. Click [[File: enable.jpeg]] to disable a user. <br/>The message <font face=Courier>  ''''Are you sure you want to disable user?''''</font> appears.<br/> Click '''Yes''' to disable the user tile.<br/>
+
−
 
+
−
3. Click [[File: disable.jpeg]] to enable a user. <br/>The message <font face=Courier>  ''''Are you sure you want to enable user?''''</font> appears.
+
−
<br/> Click '''Yes''' to enable the user tile.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
| '''Note''': If you have the necessary privileges, you can add or remove Approvers as well. <br/>
+
−
|}
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Add_and_Remove Approvers|Add and Remove Approvers" pageafter="Send_a_Contract/Agreement_for_Review |Send a Contract/Agreement for Review" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Trigger Notification'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreement Management]] > Trigger Notification<br/>   
+
−
 
+
−
Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Notifications tab. <br/>
+
−
 
+
−
Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.
+
−
 
+
−
Before triggering a notification, you need to create an agreement and add members to the agreement team.
+
−
 
+
−
'''To create an agreement''': <br/>
+
−
1. On the ICM Dashboard, click '''Agreement Management'''. <br/>
+
−
2. On the '''Agreement Management''' page, click '''Create Agreement'''. <br/>
+
−
3. The '''Create Agreement''' page consists of four tabs. <br/>
+
−
 
+
−
A. Contract Type Details <br/>
+
−
B. Attributes <br/>
+
−
C. Select Template <br/>
+
−
D. Verify <br/>
+
−
 
+
−
A.'''Contract Type Details'''
+
−
{| class="wikitable"
+
−
|- style="vertical-align:top;"
+
−
!style="height:10px; width:200px; text-align:left;" | '''Field'''
+
−
!style="height:10px; width:300px; text-align:left;" | '''Action'''
+
−
 
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:200px; text-align:left;" | Category
+
−
|style="height:10px; width:300px; text-align:left;" | Select relevant category
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:200px; text-align:left;" | Contract Type Name
+
−
|style="height:10px; width:300px; text-align:left;" | Select appropriate contract type name
+
−
 
+
−
|- style="horizontal-align:top;"
+
−
|style="height:10px; width:200px; text-align:left;" | Type Of Paper
+
−
|style="height:10px; width:300px; text-align:left;" | Select appropriate type of paper
+
−
|}
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note:''' Depending on the type of paper you select, tabs appear differently: <br/>
+
−
- If you select the '''Type Of Paper''' as '''Own''', the '''Select Template''' tab appears. The tab displays the relevant templates for the selected contract type. <br/>
+
−
- If you select the '''Type Of Paper''' as '''Third Party''', you need to upload a third party agreement. The '''Select Template''' tab does not appear in this case. <br/>
+
−
|}
+
−
 
+
−
B. '''Attributes''' <br/>
+
−
  The fields that appear in '''Attributes''' tab depend on the Contract Type you selected.
+
−
  Enter the necessary information on this page and click '''Next'''.
+
−
 
+
−
C. '''Select Template'''<br/>
+
−
  Select the appropriate template from the available list.
+
−
 
+
−
D. '''Verify'''<br/>
+
−
The Verify page consists of four buttons. <br/>
+
−
 
+
−
-'''Previous''': Click this button to go back to the earlier screen.<br/>
+
−
- '''Create''': Click this button to create the agreement. <br/>
+
−
-'''Create and Publish''': Click this button to create and publish the agreement.<br/>
+
−
-'''Create and Send for Approval''': Click this button to create and send the agreement for approval.<br/>
+
−
 
+
−
Let us understand how to trigger a notification.<br/>
+
−
+
−
'''To trigger a notification''':
+
−
 
+
−
1.On the '''Agreement Details''' page, in the left pane, click '''Team'''.<br/>
+
−
2.On the '''Agreement Team'''page, click    along '''Add'''.<br/>
+
−
3.On the '''Add User''' page, select the appropriate user and the role of the user.<br/>
+
−
3.Select the '''Send Notification''' checkbox to send the notification to the user you added.
+
−
 
+
−
'''Note''': You can select the '''Send Notification''' checkbox to send notification to the user you may have removed.
+
−
</font>
+
−
</div>
+
−
</div>
+
−
 
+
−
==Review and Approve/Reject a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Send a Contract/Agreement for Review'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help| Home]] > [[Agreements]] > Send a Contract/Agreement for Review
+
−
 
+
−
ICM has strong review and approval processes. After the agreement is created, you (primary owner) send it for internal and external review. The [[Glossary|third party]] review process is carried out off-premises. The Reviewer can suggest the changes wherever necessary.<br/>
+
−
 
+
−
To send a document for a review: <br/>
+
−
1. On the details page of an agreement, click '''Request Review'''. <br/>
+
−
 
+
−
[[File:Send document for review1.jpg]] <br/>
+
−
 
+
−
The '''Request Review''' dialog box appears.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
| '''Note''': The '''Third Party''' tab displays a user that you have added as an external signatory while creating an agreement. <br/>
+
−
|}
+
−
 
+
−
Make the appropriate selection: <br/>
+
−
: a. Select '''Internal''' to add internal user as a reviewer. <br/>
+
−
: b. Select '''Third party''' to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement. <br/>
+
−
 
+
−
2. Under ''' Select User''', select appropriate user as a reviewer. Alternatively, in the '''Search User''' box, type the name of the appropriate user, and then click [[File: search icon.png]]. <br/> Use the scroll arrows [[File:scroll arrow.jpg]] to scroll through users. <br/>
+
−
 
+
−
[[File: Request review.jpg]] <br/>
+
−
 
+
−
3. Click '''Send'''. The reviewer receives a notification for review. The status of the document changes to '''Review Pending'''.<br/>
+
−
 
+
−
 
+
−
 
+
−
To learn how to review a agreement, click [[Review_a_Contract/Agreement | Review a Contract/Agreement]]. <br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Enable_and_Disable_Approvers|Enable and Disable Approvers" pageafter="Review_a_Contract/Agreement |Review a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Review a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Review a Contract/Agreement<br/>
+
−
 
+
−
There are two ways to review an agreement:
+
−
*Internal Review.
+
−
*Third party review.
+
−
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
+
−
*Contract Admin
+
−
*Primary owner
+
−
*Approver
+
−
*Reviewer
+
−
*Deviation approver
+
−
You can review an agreement as an internal reviewer if  you are assigned a role of a '''Reviewer'''.  Third party review is done by the external parties of an agreement. Let us understand the process to review an agreement as a '''Internal Reviewer'''
+
−
 
+
−
'''Review as an internal reviewer'''
+
−
 
+
−
To review an agreement as an internal reviewer: <br/>
+
−
 
+
−
1. Click the '''Notifications''' tile on the '''Home''' page, and then the '''Tasks''' tab. A list of tasks appear.<br/>
+
−
 
+
−
[[File:Agreement awaiting Review.png]] <br/>
+
−
 
+
−
2. Click the '''agreement name'''. The agreement details and preview page appears. <br/>
+
−
:a. Click the appropriate buttons: <br/>
+
−
::- '''Download Document''' to download the agreement. <br/>
+
−
::- '''Cancel Request''' to cancel the review. <br/>
+
−
::- '''Upload Document''' to upload the reviewed document. <br/>
+
−
::- '''Approve''' to approve the review. <br/>
+
−
::- '''Reject''' to reject the request. <br/>
+
−
 
+
−
:b. Click '''Approve''' to approve the request. The '''Add Note''' dialog box appears. <br/>
+
−
 
+
−
:c. Type appropriate comments, and then click '''Add'''. The status of the agreement changes to '''Draft'''. <br/>
+
−
 
+
−
Once an agreement is sent for the review using Request Review; this action can be cancelled as well.<br/>
+
−
 
+
−
3. Subsequently, you can perform certain tasks as required. <br/>
+
−
 
+
−
:- '''Download Document''' to download the agreement. <br/>
+
−
:- '''Upload document''' to upload the agreement. <br/>
+
−
:- '''Edit''' to edit the agreement document. <br/>
+
−
:- '''Assemble Contract''' to assemble multiple contracts. <br/>
+
−
:- '''Request Review''' to send the agreement for review. <br/>
+
−
:- '''Send For Approval''' to send the agreement for approval to the respective approver. <br/>
+
−
:- '''Delete''' to delete the agreement. <br/><br/>
+
−
 
+
−
'''Review as a third party reviewer'''
+
−
 
+
−
To review an agreement as a third party reviewer: <br/>
+
−
:1. Download the document that you have received by e-mail from the primary owner. <br/>
+
−
:2. Review the document, and then send it to the primary owner by e-mail. <br/>
+
−
 
+
−
'''If you are a primary owner''': <br/>
+
−
When you receive the document from the reviewer, incorporate the changes, if any, and upload the document.
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Delegate an Agreement Approval/Review]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Send_a_Contract/Agreement_for_Review|Send a Contract/Agreement for Review" pageafter="Approve_a_Contract/Agreement |Approve a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Recall an Approval'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
+
−
<font face=" Segoe UI ">
+
−
[[ICM Help| Home]] > [[Agreements]] > Recall an Approval       
+
−
+
−
In '''ICM''', user (primary owner) also has an ability to '''Recall''' an Approval, which will roll back the Agreement sent for approval, into '''Draft''' state. It helps the user to make basic changes required in the Agreement and trigger back the approval workflow again.<br/>
+
−
+
−
To '''Recall''' an Approval:<br/>
+
−
+
−
1. On an '''Agreement''' page view [[File:View.png]] the Agreement which is in '''Waiting for Approval''' state.<br/>
+
−
+
−
[[File:Recall page.png]]<br/>
+
−
+
−
2. Now on the '''Agreement''' Details page, click '''Send for Approval''' to send the Agreement further for approval.<br/>
+
−
+
−
3. Once you click '''Send For Approval''', '''Recall''' button will appear.<br/>
+
−
+
−
[[File:Recall Feature.png]]<br/>
+
−
+
−
4. You can click '''Recall''' if you want to make any changes to the Agreement which is required and was not done before sending the Agreement for approval.<br/>
+
−
+
−
5. When clicked on Recall, '''Add Note''' dialog box pops up. If required enter the relevant description and select the appropriate reason code in the '''Reason Code''' field from the list provided.<br/>
+
−
+
−
[[File:Recall Add.png]]<br/>
+
−
+
−
6. Once done click '''Save'''. The Agreement will be back in '''Draft''' state.<br/>
+
−
+
−
</font>
+
−
<link-page pagebefore="Review_a_Contract/Agreement|Review a Contract/Agreement" pageafter="Approve_a_Contract/Agreement|Approve a Contract/Agreement" />
+
−
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Approve a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help| Home]] > [[Agreements]] > Approve a Contract/Agreement   
+
−
 
+
−
A user role defines controls or permissions given to a user.  ICM has the following predefined user roles for the '''Agreements''' feature:
+
−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
*Contract Admin
+
−
*Primary owner
+
−
*Approver
+
−
*Reviewer
+
−
*Deviation approver
+
−
You can approve/reject an agreement  if you are assigned a role of a '''Approver'''.<br/>
+
−
 
+
−
To approve an agreement: <br/>
+
−
1. On the '''Home''' page, click the '''Notifications''' tile, and then the '''Tasks''' tab. A list of notifications appear.<br/>
+
−
 
+
−
[[File:Tasks details.jpg]]<br/>
+
−
</div>
+
−
 
+
−
    <div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video: Approve an Agreement''' </p>
+
−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-e7c22a57-a947-40a5-adfb-342ab2247c75/xc/TLPHG/v2/embedded?autoplay=true?iframe=true|200|120}}
+
−
 
+
−
</div></div>
+
−
<div style="clear:both"></div>
+
−
2. Click the '''agreement name''' link. The '''Agreement Details''' page appears. <br/>
+
−
 
+
−
3. Click '''Approve'''. The '''Add Note''' dialog box opens. <br/>
+
−
 
+
−
[[File:Approve button.jpg]]
+
−
 
+
−
4. Type appropriate note, and click '''Add'''. The status of the agreement changes to '''Approved'''.<br/>
+
−
 
+
−
To learn how to send an agreement for review, click [[Send_a_Contract/Agreement_for_Review|Send a Contract/Agreement for Review]] <br/>
+
−
 
+
−
Tutorials:<br/>
+
−
[[media:Approve Agreement Tutorial.pdf|Approve Agreement]]
+
−
 
+
−
Related Topics:<br/>
+
−
[[Delegate an Agreement Approval/Review]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Review_a_Contract/Agreement|Review a Contract/Agreement" pageafter="Reject_a_Contract/Agreement |Reject a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Reject a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Reject a Contract/Agreement<br/>
+
−
 
+
−
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
+
−
*Contract Admin
+
−
*Primary owner
+
−
*Approver
+
−
*Reviewer
+
−
*Deviation approver
+
−
You can approve/reject an agreement  if you are assigned a role of a '''Approver'''.  If you reject an agreement, you have to provide the appropriate reasons for it. <br/>
+
−
 
+
−
To reject an agreement: <br/>
+
−
1. On the ICM Home page, click the <b>Notifications</b> tile, and then click the <b>Tasks</b> tab. List of tasks waiting for your action appears.<br/>
+
−
 
+
−
2. Click the agreement name link that you want to approve.  The <b>Agreement Details</b> page appears.<br/><br/>
+
−
 
+
−
[[File:Reject an Agreement new.png]]<br/><br/>
+
−
 
+
−
3. Review the agreement, and then click <b>Reject</b> to reject and agreement.  The <b>Add Note</b> dialog box appears.<br/><br/>
+
−
 
+
−
[[File:Reject an Agreement new 2.png]]<br/><br/>
+
−
 
+
−
4. Type your comments or details explaining why you are rejecting the agreement.<br/>
+
−
 
+
−
5. In the <b>Reason Code</b> list, select the appropriate reason, and then click <b>Add</b>. The agreement goes back to the <b>Draft</b> state.<br/>
+
−
+
−
 
+
−
Tutorials:<br/>
+
−
[[media:Reject Agreement Tutorial.pdf|Reject Agreement]]
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Approve_a_Contract/Agreement|Approve a Contract/Agreement" pageafter="Add_Notes |Add Notes" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:120px;float:left;" class="mw-collapsible-title">
+
−
'''Add Notes'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Add Notes<br/>
+
−
 
+
−
Notes are the comments added to a contract request or a template. <br/> You (primary owner) can add your comments while creating or editing a contract request.<br/>
+
−
 
+
−
To add notes while creating or editing a request:<br/>
+
−
1. On the '''contract Requests Details''' page, click the '''Notes''' tab, then click '''Add Note'''. The '''Add Note''' dialog box appears.<br/>
+
−
2. In the '''Add Note''' dialog box , type the appropriate note.
+
−
 
+
−
[[File:Contract Request Details- Add Notes 1.png]] <br/>
+
−
 
+
−
 
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Delegate an Agreement Approval/Review'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help| Home]] > [[Agreements]] > Delegate an Agreement Approval/Review
+
−
 
+
−
If you are an approver, you can delegate your task of approving, reviewing, or signing an agreement to another user. <br/>
+
−
 
+
−
To delegate an agreement: <br/>
+
−
 
+
−
1. On the '''Home''' page, click the '''Notifications''' tile , and then click the '''Tasks''' tab. A list of tasks appears.<br/>
+
−
 
+
−
2. Click the agreement name link. The '''Agreement Details''' page appears. <br/>
+
−
 
+
−
[[File:Delegate an Agreement new.png]] <br/><br/>
+
−
 
+
−
3. Click '''Delegate'''. The '''Select User''' dialog box appears. <br/>
+
−
 
+
−
4. Select a user, and click '''Add'''. Alternatively, in the '''Search User''' box, type the name of the desired user, and click [[File:Search icon.png]]. <br/>Use the scroll arrows [[FIle:Scroll arrow.jpg]] to scroll through users. The '''Agreement task delegated successfully''' message appears. <br/>
+
−
 
+
−
[[File:Agreement - Details - Delegate Agreement - Success message.jpg]]
+
−
 
+
−
5. Click '''OK'''. The delegated user receives a notification. <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
| '''Note''': After delegating a task, the '''Recall Delegation''' button is visible on the '''Agreement Details''' page using which the approver can recall the delegation. <br/>
+
−
|}
+
−
 
+
−
 
+
−
Tutorials:<br/>
+
−
[[media:Delegate an Agreement Tutorial.pdf|Delegate an Agreement]]
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Add_Notes|Add Notes" pageafter="Review_Deviated_Clauses |Review Deviated Clauses" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Deviation in Clauses==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Review Deviated Clauses'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Review Deviated Clauses<br/>
+
−
 
+
−
The third party/supplier makes modifications to contract and sends it to you (Primary Owner).<br/>Being a Primary Owner, you then review deviated clauses and send it for deviation approval to the '''Deviation Approver'''.<br/>
+
−
 
+
−
To review deviated clauses: <br/>
+
−
 
+
−
1. Upload the agreement/contract in ICM.  <br/>
+
−
 
+
−
2. Click [[File:Clause Comparison Report button.jpg]] located on the upper right corner of the '''Agreement Details''' page. ICM identifies the changes made by the third party/supplier and displays them <br/>in the '''Clause Comparison Report'''. The modified clauses are flagged as '''Deviated Clauses'''. <br/>
+
−
 
+
−
[[File:Review Deviated Clauses1.jpg]] <br/>
+
−
 
+
−
The Clause Comparison Report displays the following: <br/>
+
−
 
+
−
* The '''Previous Text''' column displays the original clause text.<br/>
+
−
* The '''Current Text''' column displays the modified text. Scroll down to see the complete list of changes done for different clauses. <br/>
+
−
* The newly added text is highlighted in green. <br/>
+
−
* '''Strike through''' represents the text that is removed. <br/>
+
−
* The '''History''' tab displays the deviation information. <br/>
+
−
 
+
−
 
+
−
3. On the '''Deviations''' tab, click [[File:Edit icon.jpg]] to view the deviation details of a clause. <br/>
+
−
 
+
−
[[File:Review Deviated Clauses2.png]] <br/>
+
−
 
+
−
On the '''Deviation Details''' dialog box, you can take the following actions: <br/>
+
−
 
+
−
* View the changes done in the '''Comments''' box. <br/>
+
−
* Review the changes done for clauses, and '''add a comment for each clause'''. <br/> These comments will be visible to Deviation Approvers which will help them decide whether they should approve or reject a clause. <br/>
+
−
 
+
−
4. Add '''Deviation Approvers''' to the '''Team'''.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
| '''Note''': If the Deviation Approval Rule is defined, deviation approvers are automatically added in the '''Team''' tab. <br/>
+
−
|}
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Add Manual Deviation]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Delegate_an_Agreement_Approval/Review|Delegate an Agreement Approval/Review" pageafter="Approve_Deviated_Clauses|Approve Deviated Clauses" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Approve Deviated Clauses'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Approve Deviated Clauses<br/>
+
−
 
+
−
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the '''Agreements''' feature:
+
−
*Contract Admin
+
−
*Primary owner
+
−
*Approver
+
−
*Reviewer
+
−
*Deviation approver
+
−
You (primary owner) send the reviewed agreement/contract to '''Deviation Approver'''.  As a '''Deviation Approver''', you can approve or reject individual clauses inside the agreement if a '''Deviation Approver''' role is assigned to you.<br/>
+
−
 
+
−
To approve/reject deviated clauses: <br/>
+
−
 
+
−
1. Click the '''agreement/contract link''' that you have received in the email notification. The system navigates you to the '''Deviations''' tab of agreement details page. <br/>
+
−
 
+
−
[[File:Approve Deviated Agreement.png]] <br/>
+
−
 
+
−
4. Click [[File:View comments.jpg]] to view comments provided by other users in the team or other stakeholders. <br/>
+
−
 
+
−
2. Click [[File:Edit icon.jpg]]. The '''Deviation Details''' dialog box displays the comments provided by other users. You can add your own comments too. <br/>
+
−
 
+
−
3. After your review, click one of the following buttons: <br/>
+
−
 
+
−
* '''Approve''' to approve the clause. <br/>
+
−
* '''Reject''' to reject the clause. <br/>
+
−
* '''Delegate''' to delegate the task to another user. <br/> To learn more, click [[Delegate_an_Agreement_Approval/Review|Delegate an agreement]]. <br/>
+
−
 
+
−
The '''History''' tab displays all the events and actions related to the Clause deviations and the approval flow.  <br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Review_Deviated_Clauses|Review Deviated Clauses" pageafter="Add_Manual_Deviation |Add Manual Deviation" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Add Manual Deviation'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Add Manual Deviation<br/>
+
−
 
+
−
In the third party review, the Third party/Supplier makes modifications to agreement/contract and sends it to the Primary Owner. Primary Owner (you) check for the deviated clause text that might need approval. After reviewing, primary owner(you) add the deviated clause text manually by using the '''Deviations tab'''.  Then, primary owner(you) send the contract for further approval.<br/>
+
−
 
+
−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
To add deviations:<br/>
+
−
1. On the <b>Agreements</b> page, click[[File:Add icon.jpeg]] to add deviations to an agreement. <br/>
+
−
2. On the <b>Agreement Details</b> page, click the <b>Deviations</b> tab. <br/>
+
−
3. Click next to <b>Add Deviation</b>. The <b>Add Deviation</b> dialog box appears.<br/>
+
−
</div>
+
−
<div style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video: Add manual deviation''' </p>
+
−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-21cb2b6f-ee18-4701-8f23-c46a3bb72346/xc/EA99Y/v2/embedded?autoplay=true?iframe=true|200|140}}
+
−
 
+
−
</div></div>
+
−
<div style="clear:both"></div>
+
−
[[File:Add Manual Deviation1.jpg]]<br/>
+
−
 
+
−
4. On the <b>Add Deviation</b> dialog box, add deviation to agreement clauses as follows:<br/>
+
−
:a. In the <b>Select Clause</b> box, select the desired clause using the select icon. The <b>Select Clauses</b> dialog box appears.<br/>
+
−
 
+
−
    [[File:Add Manual Deviation2.jpg]]<br/>
+
−
 
+
−
:b. Select the '''clause to which you want to add deviation'''. Alternatively, you can type the clause name, and click [[File:search button.png]]  to search a clause.<br/>
+
−
:c. Click <b>Add</b>. The clause name appears in the <b>Select Clause</b> box.<br/>
+
−
:d. In the <b>Deviated Text</b> box, type the new/updated text.<br/>
+
−
:e. In the <b>Comments</b> box, type comments related to deviated clause that you want other users to see.<br/>
+
−
:f. Click <b>Save</b>. The <b>'Deviation added successfully.'</b> message appears.<br/>
+
−
:g. Click <b>OK</b>. The deviation appears in the <b>Deviation</b> tab.<br/>
+
−
 
+
−
 
+
−
Related Topics:<br/>
+
−
[[Review Deviated Clauses]]<br/>
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Approve_Deviated_Clauses|Approve Deviated Clauses" pageafter="Fulfil_a_Commitment | Fulfil a Commitment" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Execute a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Fulfil a Commitment'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Fulfil a Commitment<br/>
+
−
 
+
−
Every agreement or contract has obligations associated with it. The obligations are towards the transactions, clauses, and so on.[[Glossary| Commitment]] is like a reminder to fulfil these obligations. For example, reminding supplier about contract expiry. <br/>
+
−
The Primary Owner creates a commitment to keep a track of a certain tasks relating to an agreement. The  commitment owner on the due date of commitment, takes the appropriate action to fulfil the commitment. For example, a commitment may be to remind a supplier to provide necessary information on time , or to renew a contract, and so on.<br/>
+
−
 
+
−
'''To fulfill a commitment:'''<br/>
+
−
 
+
−
1. On the '''Home''' page, click the <b>Notifications</b> tile, and then the <b>Commitments</b> tab. List of commitments that you need to fulfil appears.<br/>
+
−
 
+
−
[[File:Notification - Commitments.png]] <br/>
+
−
 
+
−
2. Click  <b>next</b> to the commitment that is pending for you.<br/>
+
−
3. In the <b>Add Action Details</b> tab, enter the following information:<br/>
+
−
 
+
−
:a. In the <b>Action Taken</b> box, type the details of the action you have taken on the commitment.<br/>
+
−
:b. In the <b>Action Date</b> box, type or select the action date from calendar.<br/>
+
−
:c. In the <b>Remarks</b> box, type your remarks, if any.<br/>
+
−
:d. In the <b>Commitment Status</b> list, select one of the following: <br/>
+
−
::• Cancelled<br/>
+
−
::• Failed<br/>
+
−
::• Postponed<br/>
+
−
::• Succeeded<br/>
+
−
If you select the status as <b>Postponed</b>, the <b>New Expected Completion Date</b> box appears.<br/>Type or select the new date from calendar.<br/>
+
−
+
−
:e. In the <b>File</b> field, click <b>Select File</b> to upload supporting documents.<br/>
+
−
:f. Click <b>Save.</b> The message appears as follows:<br/>
+
−
<font face=Courier New><b>'Commitment will not be editable anymore. Do you want to continue?'</b></font><br/>
+
−
:g. Click <b>Save.</b><br/><br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Add_Manual_Deviation|Add Manual Deviation" pageafter=" Send_an_Agreement_to_External/Third Party Signature |Send an Agreement for External/Third Party Signature" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:380px;float:left;" class="mw-collapsible-title">
+
−
'''Send an Agreement to External/Third Party Signature'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Send an Agreement to External/Third Party Signature <br/>
+
−
 
+
−
After an agreement is approved and signed internally, the agreement status changes to '''Waiting for External Signature'''. Then, you (primary owner) send it for external signature using the '''Send for External Signature''' button.<br/>
+
−
External signatory can sign the agreement manually or electronically.
+
−
When an agreement is sent for electronic signature; it is sent through electronic signature software. ICM is integrated with Electronic Signature Software (EchoSign/DocuSign).  In case of manual signature, the agreement is sent by an e-mail to the external signatory.<br/>
+
−
Here is the process to send an agreement for external signature:
+
−
 
+
−
'''To send an agreement to external signatory:''' <br/>
+
−
:1. Click the agreement that you want to send to external signatory. The '''Details''' page appears. <br/>
+
−
:2. Click '''Send For External Signature'''. An e-mail is sent to the external signatory from Docusign. The status of the agreement changes to '''Waiting For External Signature'''.<br/>
+
−
 
+
−
In case of manual signature, the document is sent by an e-mail to the external signatory.<br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Fulfil_a_Commitment|Fulfil a Commitment" pageafter="Electronic_Signature_for_Own_Paper |Electronic Signature for Own Paper" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Electronic Signature for Own Paper'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Electronic Signature for Own Paper<br/>
+
−
 
+
−
ICM is integrated with Electronic Signature Software (''EchoSign/DocuSign''). An external signatory can review an agreement and then electronically sign it by using Docusign. <br/>
+
−
You may want to read [[Send an Agreement to External/Third Party Signature]]  before you begin the following task. <br/>
+
−
 
+
−
'''To sign an agreement electronically:'''<br/>
+
−
 
+
−
1. Open the e-mail that you have received from Electronic Signature Software (EchoSign/DocuSign), and then click '''Review Document'''. The '''Please review & Act on These Documents''' window appears. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: signature mail.png]] <br/>
+
−
 
+
−
2. Click to select the '''I agree to use Electronics Records and Signatures''' check box, and click '''Continue'''. The '''Fields''' menu is enabled on the left panel.<br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: I agree.png]] <br/>
+
−
 
+
−
If you are using Internet Explorer, '''docusign.net wants to track your physical location''' message appears on screen. Click '''Allow'''. <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company. <br/>
+
−
|}
+
−
 
+
−
3. Click '''Sign''' next to '''Signature'''. If you are signing the document for the first time, the '''Adopt Your Signature''' dialog box appears. <br/>
+
−
 
+
−
[[File: Sign1.jpg]] <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': If you are a regular signer (signing a document more than once), the system inserts the signature that you have used while signing for the first time. <br/>
+
−
|}
+
−
 
+
−
4. Verify your '''Full Name''', '''Initials''', and '''Signature'''. Your Full Name and Initials appear as they are entered at the time of your user creation process. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: adopt your signature.png]] <br/>
+
−
 
+
−
5. On the '''Select Style''' tab, verify your signature. <br/>
+
−
 
+
−
6. Click '''Change Style''' to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures. <br/>You can select from the list of styles.<br/>
+
−
 
+
−
7. Alternatively, click the '''Draw''' tab to draw your own signature. Click '''Clear''' to clear the signature. <br/>
+
−
 
+
−
8. Click '''Adopt And Sign'''. The Signature and Initials appear onto the document. <br/>
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': Once the signature appears onto the document, you cannot go back and change the style of the signature. <br/>
+
−
|}
+
−
 
+
−
9. Click '''Finish'''. You receive a notification stating your signature process is completed.The status of the agreement changes to '''Waiting For Internal Signature'''.<br/>An e-mail is sent to the internal signatory. <br/>
+
−
 
+
−
Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once the Internal Signator signs the agreement, the status changes to '''Executed'''. <br/>A notification e-mail is sent to the primary owner, internal signatory, and external signatory.
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Send_an_Agreement_to_External/Third Party Signature|Send an Agreement to External/Third Party Signature" pageafter="Electronic_Signature_for_Third_Party_Paper |Electronic Signature for Third Party Paper" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Electronic Signature for Third Party Paper'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Electronic Signature for Third Party Paper<br/>
+
−
 
+
−
ICM is integrated with Electronic Signature Software (''EchoSign/DocuSign'') that enables external signatory to review and electronically sign an agreement. <br/>
+
−
 
+
−
You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. <br/>
+
−
 
+
−
'''To sign an agreement electronically:'''<br/>
+
−
 
+
−
1. Open the email that you have received from Electronic Signature Software (EchoSign/DocuSign), and then click '''Review Document'''. The '''Please review & Act on These Documents''' window appears. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: signature mail.png]] <br/>
+
−
 
+
−
2. Click to select the '''I agree to use Electronics Records and Signatures''' check box, and click '''Continue'''. The '''Fields''' menu is enabled on the left panel.<br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: I agree.png]] <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': If you are using Internet Explorer, '''docusign.net wants to track your physical location''' message appears. Click '''Allow'''. <br/>
+
−
|}
+
−
 
+
−
In the '''Fields''' menu, you can use the following options: <br/>
+
−
 
+
−
* '''Signature''': Drag and drop your signature onto the document. <br/>
+
−
* '''Initial''': Drag and drop your initials onto the document. <br/>
+
−
* '''Date Signed''': Drag and drop the Date onto the document. Displays current date by default. <br/>
+
−
* '''Name''': Drag and drop the Name box. Type your name into the box. <br/>
+
−
* '''Company''': Drag and drop the Company box. Type the name of your company into the box. <br/>
+
−
* '''Title''': Drag and drop the Title box. Type the title into the box. <br/>
+
−
* '''Text''': Drag and drop Text box. Type additional text into the box. <br/>
+
−
* '''Checkbox''': Drag and drop Checkbox into the document. <br/>
+
−
 
+
−
3. Drag the Signature onto the document. The '''Adopt Your Signature''' dialog box appears. Verify your '''Full Name''', '''Initials''', and '''Signature'''. <br/>Your Full Name and Initials appear as they are entered at the time of your user creation process. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: adopt your signature.png]] <br/>
+
−
 
+
−
4. On the '''Select Style''' tab, verify your signature. <br/>
+
−
 
+
−
5. Click '''Change Style''' to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures. <br/>You can select from the list of styles.<br/>
+
−
 
+
−
6. Alternatively, click the '''Draw''' tab to draw your own signature. Click '''Clear''' to clear the signature. <br/>
+
−
 
+
−
7. Click '''Adopt And Sign'''. The Signature and Initials appear onto the document. <br/>
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
|'''Note''': Once the signature appears onto the document, you cannot go back and change the style of the signature. <br/>
+
−
|} <br/>
+
−
 
+
−
8. Click the '''Other Actions''' menu. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: other actions.png]] <br/>
+
−
 
+
−
In the dialog box that appears, select from the following options: <br/>
+
−
 
+
−
:A. Click '''FINISH LATER''' to save the document in its current state, and finish the signing process at a later time. <br/>
+
−
:B. Click '''PRINT & SIGN''' to print the document, and sign it in ink. You can scan and upload, or fax the document. <br/>
+
−
:C. Click '''ASSIGN TO SOMEONE ELSE''' to assign a third person as a signatory. <br/>
+
−
 
+
−
&nbsp; &nbsp; [[File: assign someone else.png]] <br/>
+
−
 
+
−
In the '''Assign to Someone Else''' dialog box, fill in the following:
+
−
::1. In the '''Email Address for the New Signer''' box, type the email address of the person you want to assign the envelope. <br/>
+
−
::2. In the '''New Signer's Name''' box, type the name of the new signor.<br/>
+
−
::3. In the '''Please provide a reason to Research Team for changing signing responsibility ''' box, type the reason for changing the signing responsibility.<br/>
+
−
::4. Click '''ASSIGN TO SOMEONE ELSE'''. The new signor and the original sender receives a notification with you as a Carbon Copy (CC) recipient.<br/>
+
−
 
+
−
:D. Click '''DECLINE TO SIGN''' to notify the sender that you refuse to sign the document. <br/>
+
−
 
+
−
9. Click '''FINISH''' to  complete the signature process. You receive a notification stating your signature process is completed.
+
−
The status of the agreement changes to '''Waiting For Internal Signature'''. An email is sent to the internal signatory. <br/>
+
−
 
+
−
Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once an Internal Signatory signs the agreement, the status of the agreement changes to '''Executed'''. <br/>A notification email is sent to the primary owner, internal signatory, and external signatory. <br/>
+
−
 
+
−
Tutorials:<br/>
+
−
[[media:Electronic Signature for Third Party Paper Tutorial.pdf|Electronic Signature for Third Party Paper]]
+
−
</font>
+
−
<link-page pagebefore="Electronic_Signature_for_Own_Paper|Electronic Signature for Own Paper" pageafter="Manual_Signature |Manual Signature" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Manual Signature'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Manual Signature<br/>
+
−
 
+
−
An external signatory can review an agreement and then manually sign it by downloading the attachment received in email.
+
−
You may want to read [[Send an Agreement to External/Third Party Signature]] before you begin the following task. <br/>
+
−
 
+
−
'''To sign an agreement manually:''' <br/>
+
−
1. Open the e-mail that you have received from ICM, and then click '''Download''' to download the attachment that you have received in the mail. <br/>
+
−
 
+
−
[[File: manual signmail.png]] <br/>
+
−
 
+
−
2. Sign the hard copy of the agreement, and then scan the copy. <br/>
+
−
 
+
−
3. On the '''Details''' tab of the agreement, click '''Upload Signed Copy''' . The '''Upload Document''' dialog box appears. <br/>
+
−
 
+
−
[[File: upload copy1.png]] <br/>
+
−
 
+
−
4. Click '''Select File''', and then upload the signed copy of the agreement. The status of the agreement changes to '''Waiting For Internal Signature'''.<br/>
+
−
 
+
−
[[File: upload window.png]] <br/>
+
−
 
+
−
Once the external signatory signs an agreement, an e-mail is sent to the internal signatory for signature. <br/>
+
−
 
+
−
[[File: internal signmail.png]] <br/>
+
−
 
+
−
 
+
−
5. The internal signatory follows steps 1 to 4 for the manual signature. <br/>Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''''Executed''''. <br/>A notification e-mail is sent to the primary owner, internal signatory, and external signatory. <br/>
+
−
 
+
−
Tutorials:<br/>
+
−
[[media:Manual Signature Tutorial.pdf|Manual Signature]]
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Electronic_Signature_for_Third Party Paper|Electronic Signature for Third Party Paper" pageafter="Post_-_Execution_Review_of_an_Agreement/Contract |Post - Execution Review of an Agreement/Contract" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Terminate a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:370px;float:left;" class="mw-collapsible-title">
+
−
'''Post - Execution Review of an Agreement/Contract'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Post - Execution Review of an Agreement/Contract<br/>
+
−
 
+
−
The primary owner (you) initiates the post - execution review before terminating an agreement. For more details refer topic  [[Terminate an Agreement]].<br/>
+
−
In the post execution review, the authorized reviewer reviews the agreement. The reviewer verifies the clauses, terms and conditions,commitments of the agreement.
+
−
 
+
−
Let us see now how to initiate the post - execution review:<br/>
+
−
 
+
−
1.  On the '''ICM Home page''', click the <b>Agreements</b> tile. The list of  existing agreements is displayed on the '''Agreements''' page. <br/>
+
−
+
−
2.  Enter the '''Search For''' parameter as '''Status.''' <br/>
+
−
 
+
−
3.  Select the status as '''Executed'''. The list of executed agreements is displayed in a tabular format.<br/>
+
−
 
+
−
4.  Click the '''View Record''' icon next to the appropriate agreement record to view the agreement details.<br/>
+
−
 
+
−
5.  Click on '''Send for Review''' button to send the agreement for a post-execution review.<br/>
+
−
+
−
[[File:Post Execution Review - 1.png]] <br/><br/>
+
−
 
+
−
As per the rule, contract will be sent to the person who is added in a Team as a Reviewer.<br/>
+
−
<br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Manual_Signature|Manual Signature" pageafter="Terminate_an_Agreement |Terminate an Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Terminate an Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Terminate an Agreement<br/>
+
−
 
+
−
Terminate an agreement means putting an end to the existing executed agreement. You can terminate an agreement for various business reasons.<br/>
+
−
<div>
+
−
      <div style="float:left;width:68%;" >
+
−
'''Prerequisite to terminate an agreement''':<br/>
+
−
The primary owner (you) initiates the post - execution review before terminating the agreement. The authorized reviewer in the team reviews the agreement. After the agreement is reviewed, the status of the agreement changes to '''Reviewed'''. Thereafter, primary owner (you) can terminate the agreement.<br/> Refer topic [[Post_-_Execution_Review_of_an_Agreement/Contract|Post - execution review of an agreement]] for more details.
+
−
<br/>
+
−
 
+
−
Let us see now how to terminate an agreement: <br/>
+
−
1. On the '''ICM Home page''', click the <b>Agreements</b> tile. The list of existing agreements is displayed on the '''Agreements''' page. <br/>
+
−
+
−
2.  Enter the '''Search For''' parameter as '''Status.''' Agreements having various status are displayed along with the count of agreements having respective status.<br/>
+
−
</div>
+
−
 
+
−
    <div style="float:right;background: #A9A9A9; width:30%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video: Terminate an Agreement''' </p>
+
−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-6e9b8ca0-8c66-4090-bb2e-4a5b4e5bb60a/xc/729D2/v2/embedded?autoplay=true?iframe=true|280|200}}
+
−
 
+
−
</div></div>
+
−
<div style="clear:both"></div>
+
−
3.  Select the status as '''Executed'''. A list of executed agreements is displayed in a tabular format.<br/>
+
−
 
+
−
4.  Click the agreement name link that you want to send for the post execution review.  The '''Agreement Details''' page appears,click '''Send for Review'''. After the agreement is reviewed by the authorized reviewer in the team, the agreement status changes to '''Reviewed'''<br/>
+
−
 
+
−
5. Click the agreement name link to open the agreement, the '''Agreement Details''' page appears. Click '''Terminate''' to terminate the agreement.  The agreement status changes to '''Terminated''' .<br/><br/> [[file:Agreement details_1.png]]<br/><br/>[[file:Agreement status.png]]
+
−
 
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Post_ - Execution_Review_of_an_Agreement/Contract|Post - Execution Review of an Agreement/Contract" pageafter= "Add_Amendment_to_a_Contract/Agreement | Add Amendment to a Contract/Agreement" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Add Amendment to a Contract/Agreement==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Add Amendment to a Contract/Agreement'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI">
+
−
 
+
−
[[ICM Help| Home]] > [[Agreements]] > Add Amendment to a Contract/Agreement<br/>   
+
−
 
+
−
Once an agreement is executed, you cannot edit it. However, you can add amendment to an executed agreement. <br/>
+
−
 
+
−
To add amendment to an agreement: <br/>
+
−
 
+
−
1. On the '''Agreement Details''' page, click '''Add amendment'''. The '''Add amendment''' page appears. <br/>
+
−
 
+
−
2. On the '''Attributes''' tab, make changes to the information that you want to update, and then click '''Next'''. The '''Verify''' tab appears.<br/>
+
−
<div>
+
−
      <div style="float:left;width:65%;" >
+
−
3. On the '''Verify''' tab, verify the information that you have updated, and then click '''Create'''. The '''Amendment Details''' page appears. The amendment moves to the '''Draft''' state.<br/>
+
−
 
+
−
4. On the '''Amendment Details''' page, do the following: <br/>
+
−
 
+
−
Click the buttons as appropriate:
+
−
* '''Download Document''' to download the document for review. <br/>
+
−
* '''Upload Document''' to upload the document. <br/>
+
−
* '''Edit''' to edit the amendment. <br/>
+
−
* '''Publish''' to publish the amendment. <br/>
+
−
 
+
−
The parent agreement appears on the upper right corner above the amendment summary. <br/>
+
−
</div>
+
−
 
+
−
    <div style="float:right;background: #A9A9A9; width:30%; border:1px solid #000000;" align="center"  >
+
−
<p> '''Video: Add an Ammendment''' </p>
+
−
{{#iDisplay:https://icertis.kpoint.com/kapsule/gcc-818d09b9-936f-435a-a5cd-4de20518ddff/xc/PG0PQ
+
−
/v2/embedded?autoplay=true?iframe=true|260|180}}
+
−
 
+
−
</div></div>
+
−
<div style="clear:both"></div>
+
−
[[File:Add amendment.png]] <br/>
+
−
 
+
−
Click the '''name of the agreement''' (for example, ICMMSATest_28) to view the parent agreement.<br/>
+
−
The amendment appears on the '''Amendment''' tab on the '''Agreement Details''' page (of the parent agreement). <br/>
+
−
 
+
−
5. Click [[File: eyeball.png]] to view the amendment.<br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;" 
+
−
|'''Note''': After adding an amendment to an agreement, it has to go through the similar flow of agreement from draft until execution. <br/>When the amendment is executed, it supersedes the original agreement and the status changes to '''Superseded'''.  <br/>
+
−
|}
+
−
 
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Terminate_an_Agreement|Terminate an Agreement" pageafter="Install_ICM_Excel_Add-In |Install ICM Excel Add-In" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Upload Agreements Using MS Excel==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Install ICM Excel Add-In'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Install ICM Excel Add-In<br/>
+
−
 
+
−
ICM Excel Add-in is a software program that adds ICM functionality to Microsoft Excel. Once you install the Add-in, it gets integrated with Microsoft Excel. <br/>
+
−
 
+
−
== System Requirements ==
+
−
+
−
- Microsoft Office 2010 and above <br/>
+
−
- Microsoft .NET Framework 4.5 and above <br/>
+
−
- Visual Studio 2012 Tools for Office Runtime package <br/>
+
−
 
+
−
== Installing ICM Excel Add-in ==
+
−
 
+
−
To install the ICM Excel Add-In <br/>
+
−
 
+
−
1. Double-click the '''setup.exe''' program file on your hard disk to start the Setup program.  <br/>
+
−
 
+
−
2. In the '''ICM Excel Add-In - InstallShield Wizard''', Click '''Next'''. <br/>
+
−
 
+
−
[[File:Welcome xl.jpg]] <br/>
+
−
 
+
−
3. Read the '''Readme information''', and then click '''Next'''. <br/>
+
−
 
+
−
[[File:Readme xl.jpg]] <br/>
+
−
 
+
−
4. Check the settings before you begin the installation, and then click '''Install'''. If you want to review or change any of your installation settings, click '''Back'''.<br/>Click '''Cancel''' to exit the wizard. <br/>
+
−
 
+
−
[[File:Instll xl.jpg]] <br/>
+
−
 
+
−
5. In the '''Do you want to allow the following program from an unknown publisher to make changes to this computer?''' message, Click '''Yes'''.<br/>Once the installation completes, the '''InstallShield Wizard Completed''' message appears.<br/>
+
−
 
+
−
6. Click '''Finish'''.  <br/>
+
−
 
+
−
[[File:Wzrd complt.jpg]] <br/>
+
−
 
+
−
 
+
−
Once you install the ICM Excel Add-in, the '''ICM Bulk Insert''' tab appears on the Microsoft Excel toolbar.<br/>
+
−
 
+
−
[[File:Bulk insrt tab.jpg]]
+
−
 
+
−
 
+
−
To learn how to log on to the ICM Excel Add-in, click [[Log_In_to_ICM_Excel_Add-In|[Log In to ICM Excel Add-In | Login to the ICM Excel Add-In]]. <br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page pagebefore="Add_Amendment_to_Contract/Agreement|Add Amendment to Contract/Agreement" pageafter="Log_In_to_ICM_Excel_Add-In |Log In to ICM Excel Add-In" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:200px;float:left;" class="mw-collapsible-title">
+
−
'''Log In to ICM Excel Add-In'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
This text is hidden, user can see this text by clicking on expand button. Demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text demo text
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:300px;float:left;" class="mw-collapsible-title">
+
−
'''Upload Agreements Using ICM Bulk Insert'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM_Help|Home]] > [[Agreements]] > Upload Agreements Using ICM Bulk Insert<br/>
+
−
 
+
−
With Microsoft Excel Add-in, you can create and upload agreements in your central ICM repository using the familiar Microsoft Excel interface. <br/>You can use ICM Excel Add-in to create agreements in bulk, and upload them into ICM at once. <br/>
+
−
 
+
−
== Upload agreements to ICM ==
+
−
 
+
−
By using '''ICM Excel Add-In''', you can upload bulk of agreements at once. <br/>
+
−
 
+
−
To upload agreements: <br/>
+
−
 
+
−
1. On the '''ICM Bulk Insert''' tab, in the '''Selections''' group, click '''Contract Type''' list, and then select appropriate contract type. <br/>
+
−
 
+
−
[[File: Excel sel.jpg]] <br/>
+
−
 
+
−
2. In the '''Action''' list, select from the following actions: <br/>
+
−
 
+
−
* '''Create Agreement''': Click to create a new agreement. <br/>
+
−
* '''Create Agreement With Association''': Click to create agreement and add associations (associated document/agreement) to it. <br/>
+
−
* '''Update Agreement''': Click to update an existing agreement. <br/>
+
−
* '''Add Associations To Existing Agreements''': Click to add associations to already created agreements. <br/>
+
−
* '''Update Associations Of Existing Agreements''': Click to update the associations of already created agreements. <br/>
+
−
* '''Add Amendment''': Click to add amendments to agreements. <br/>
+
−
* '''Update Amendment''': Click to update existing amendment. <br/>
+
−
* '''Update Associations Of Existing Amendments''': Click to add/update associations of existing amendments. <br/>
+
−
 
+
−
3. In the '''Actions''' group, click '''Populate Workbook'''. The ''''This will populate workbook for selected action. Do you want to continue?'''' message appears.  <br/>
+
−
 
+
−
[[File: Populate.jpg]] <br/>
+
−
 
+
−
4. Click '''Yes'''. All the attributes related to the selected contract type appear as column headers in the excel sheet. <br/>
+
−
 
+
−
5. Fill appropriate information in the attributes. <br/>
+
−
 
+
−
{| class="wikitable" |-style="horizontal:align-top;"
+
−
| '''Note''': <br/>The attributes that appear in red color are mandatory. <br/>For example, in the '''Status''' attribute, you must select the status from '''Draft''', '''Publish''', '''Send For approval''', and '''DirectByPass''' (execute).
+
−
|}
+
−
 
+
−
6. Click '''Upload'''. The '''Agreements created successfully''' message appears. The agreement appears in ICM as well as gets listed in the excel sheet. <br/>
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<<link-page pagebefore="Log_In_to_ICM_Excel_Add-In| Log In to ICM Excel Add-In " pageafter="Create_an_Associated_Document |Create an Associated Document" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
==Association Management==
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:240px;float:left;" class="mw-collapsible-title">
+
−
'''Create an Associated Document'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face=" Segoe UI ">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Create an Associated Document<br/>
+
−
 
+
−
In ICM, now you can create the associated documents separately. <br/>
+
−
 
+
−
To create an associated document: <br/>
+
−
 
+
−
1. On the ICM Home page, click the '''Associated Documents''' tile. The '''Associated Documents''' page appears. <br/>
+
−
 
+
−
2. Click the '''Create Associated Document''' tile. The Create Associated Document wizard opens. <br/>
+
−
 
+
−
The wizard consists of two tabs: <br/>
+
−
 
+
−
* '''Associated Details''' <br/>
+
−
* '''Metadata''' <br/>
+
−
 
+
−
Enter the data in each tab as follows and click '''Next''' to go to the next tab. <br/>
+
−
 
+
−
* '''Associated Details''' <br/>
+
−
 
+
−
[[File:Association Details.jpg]] <br/>
+
−
 
+
−
1. In the '''Parent Agreement''' field, click [[File:Spec.jpg]] to select the agreement for which you want to create the associated document. <br/>
+
−
2. In the '''Category''' list, select the category of the associated document. <br/>
+
−
3. In the '''Contract Type Name''', select the contract type for which you want to create the associated document. <br/>
+
−
 
+
−
 
+
−
* '''Metadata''' <br/>
+
−
 
+
−
In the '''Metadata''' tab, enter the appropriate information in the attributes, in the '''File Path''' field upload the associated document, and then click Create. The '''Associated Document''' gets created. <br/>
+
−
 
+
−
 
+
−
 
+
−
 
+
−
 
+
−
</font>
+
−
<link-page " pageafter=" Search_an_Associated_Document | Search an Associated Document" />
+
−
 
+
−
</div>
+
−
</div>
+
−
 
+
−
<div class="mw-collapsible mw-collapsed">
+
−
<div style="width:240px;float:left;" class="mw-collapsible-title">
+
−
'''Search an Associated Document'''
+
−
</div>
+
−
<div class="mw-collapsible-content">
+
−
<font face="Segoe UI">
+
−
 
+
−
[[ICM Help|Home]] > [[Agreements]] > Search an Associated Document<br/>
+
−
 
+
−
Use '''Search''' feature to get relevant search results. You can use various methods to narrow down your search and locate the associated document you are looking for.
+
−
 
+
−
To search associated documents:<br/>
+
−
 
+
−
1. On the ICM Home page, click the '''Associated Document''' tile. The Associated Document page appears. <br/>
+
−
 
+
−
[[File:Associated Document page.jpg]]<br/><br/>
+
−
 
+
−
Search for a specific associated document by using any of the following options:
+
−
 
+
−
2. Under '''Search For''',
+
−
 
+
−
:* Click the '''Select Field''' list, and then select appropriate item from the list. The results that are relevant to the item appear. For example, if you select '''Status''' (to filter associations according to various status' pf associated documents), list of various status' of associated documents appear. You can then select appropriate status to filter your search. <br/>
+
−
:* The number in the bracket denotes the number of available items which contain the search term. You can also select multiple options.<br/>
+
−
 
+
−
[[File:Search associated doc.jpg]]<br/><br/>
+
−
 
+
−
:* To narrow your search, type free text in the '''Custom Keyword''' box, and then click '''Apply'''.
+
−
 
+
−
3. Alternatively, type '''keywords''' in the search box that is provided above the list of existing associated documents. A list of relevant associated documents appears. <br/>
+
−
 
+
−
 
+
−
4. You can further narrow your search by using any of the following methods:<br/>
+
−
 
+
−
{| class="wikitable"
+
−
|- style="vertical-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | '''Search Term'''
+
−
|style="height:5px; width:500px; text-align:left;" | '''Result'''
+
−
 
+
−
|- style="horizontal-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | "..."
+
−
|style="height:5px; width:500px; text-align:left;" | Type the search term in double quotation marks. It shows existing associated documents that include the exact search term.
+
−
 
+
−
|- style="horizontal-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | *...*
+
−
|style="height:5px; width:500px; text-align:left;" | Type the search term in star characters. It shows existing associated documents that include the exact search term.
+
−
 
+
−
|- style="horizontal-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | *...
+
−
|style="height:5px; width:500px; text-align:left;" | Prefix * to the search term. It shows existing associated documents that end with this term.
+
−
 
+
−
|- style="horizontal-align:middle;"
+
−
|style="height:5px; width:100px; text-align:left;" | ...*
+
−
|style="height:5px; width:500px; text-align:left;" | Suffix * to the search term. It shows existing associated documents that start with this term.
+
−
|}
+
−
 
+
−
 
+
−
'''Viewing the saved search terms and mark search as a Favorite'''
+
−
 
+
−
You can view your saved search terms by doing the following:
+
−
 
+
−
:a. In the '''More Searches''' box, select your '''saved search'''.
+
−
 
+
−
:b. Click [[File: favorite icon.jpg]] to mark the search term as '''favorite'''. You can find your marked favorites below the tiles. <br/>
+
−
 
+
−
 
+
−
To learn how to save your search, click [[Save_Your_Search_Results|Save Your Search Results]]. <br/>
+
−
 
+
−
 
+
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<link-page pagebefore="Create_an_Associated_Document|Create an Associated Document" pageafter="Approve_an_Associated_Document|Approve an Associated Document" />
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<div style="width:240px;float:left;" class="mw-collapsible-title">
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'''Approve an Associated Document'''
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<font face=" Segoe UI ">
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[[ICM Help|Home]] > [[Agreements]] > Approve an Associated Document<br/>
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When the associated document is created, the approval rule triggers, and the document is sent to the approvers that are set by the approver rule. If you are an approver, you can approve or reject the associated document. <br/>
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To Approve an associated document: <br/>
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1. On your Home page, click the '''Notifications''' tile. The '''Tasks''' tab appears by default. <br/>
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[[File:Associated doc notification.jpg]] <br/>
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2. Click the association name link that you want to approve. The '''Associated Document Details''' page appears. <br/>
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[[File:Associated doc details.jpg]] <br/>
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3. To Approve the document, click '''Approve'''. To reject the document, click '''Reject'''.  <br/>
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4. If you click:
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* '''Approve''': The '''Add Note''' dialog box appears. Type your comments and then click '''Add'''. The associated document gets approved. <br/>
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[[File:Approve asso.jpg]] <br/>
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* '''Reject''': The '''Add Note''' dialog box appears. Type your comments, select the appropriate reason code, and then click '''Add'''. The associated document gets rejected and goes into the '''Draft''' state. <br/>
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[[File:Reject assoc..jpg]] <br/>
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Latest revision as of 12:04, 9 March 2021

Agreement Management

The Agreement Management section enables you to manage all aspects of creating and editing Agreements from a single page. From this page, you can do the following tasks:

  • View and manage all your Agreements on the Agreements page.
  • Create new Agreements on the Creating an Agreement.
  • Search, view, and manage all your existing requests on the Requests page.
  • Create new Requests on the Create Request page.
Agreement Mgmt

In ICI, the terms Agreement and Contract are used interchangeably and mean the same thing. In this Help, we will use the word Agreement when discussing Agreements, whereas Contracts will be discussed with reference to Contract Types.

While the actual workflow of an Agreement in ICI can be quite complex and involved, it is summarized in these five steps:

Agreement Management - Agreement Overview.png

1. Create Contract Request: When someone in your organization, such as a department manager wants to engage a vendor for certain services over a length of time, the individual can raise that request with the procurement department that can then work on that Agreement. Depending on the workflow adopted, your organization may:

  • Enforce this step so that all contracts are initiated and drafted only by one department, or
  • Make this step completely optional, so it can be skipped by someone who is an expert at contracting and its process.

2. Create Agreement: In this step, the primary owner or the creator of the agreement select the contract type, selects attributes and template, and verifies the details that you entered in the agreement. See Create Agreement Page for complete details.

3. Review Agreement: After the primary owner has created an internal draft of the agreement, it is published. The published draft can be sent for reviews (optional, if decided by the Primary Owner of the Agreement) .

4. Approve Agreement: Once the Agreement is reviewed, it can be sent for approvals to the team of people that are working on this Agreement in various roles.

5. Execute Agreement: Several people can review and approve the Agreement before it is ready to be signed. After all approvals are obtained, the Agreement is sent to be signed by both the parties. With both parties signing (known as internal and external signatories in ICI), the Agreement is said to be executed and is now in force.

Notes:
If an incorrect document was initially uploaded by a signatory, a user with the appropriate privilege can upload the correct document even after the agreement is executed. The uploaded document must be a PDF. The Executed state of the Agreement remains unchanged. Only the following roles have this privilege:
   * Primary Owner
   * Secondary Owner
   * Contributor

If changes are required in the Agreement that is in an Executed state, the Primary Owner of the Agreement can add an Amendment. Changes may be required due to any of the following business reasons:
   * The payment terms of the Agreement have changed.
   * The Statement of Work (SOW) in the Agreement has changed.
   * The terms and conditions of the Agreement have changed due to the introduction of a new regulation.

6. Support Multi-party Agreements: ICI offers full platform support for multi-party Agreements. You can now use a single system for managing all your Agreements and capture multiple other parties and divisions on an Agreement seamlessly. It allows you to search only metadata instead of searching multiple attributes, thus making it user-friendly. There is no limit on the number of parties that can be added. All parties can sign the Agreements either manually or electronically, based on the signing sequence set in ICI. It also supports parallel signatures independent of the status of either party.

Such Agreements include Non-Disclosure Agreements, Sell Agreements or business-specific Agreements. For example, A healthcare business group needs Contract Types for managing their contracts, but the Mergers and Acquisitions department needs their own Contract Types.
 
Key capabilities of Multi-Party:

  • Captures multiple values of Attributes and/or Masterdata
  • Tags these multiple instances in the Template
  • Supports the signature workflow with these multiple instances of customer data
  • Supports multiple Rules (say for approval workflow) based on the individual values selected. For example, in an Agreement, if 3 Divisions are selected, the approval process should support approvals from all 3 divisions.
  • Supports visibility in such a one-to-many environment; For example, in the multi-division scenario, the Agreement visibility too should be enabled for multiple divisions.

 

 

Upfront chevron view of agreement journey

In ICI, as per the contracting business paradigm, an agreement entity goes through different workflows and stages starting from authoring to execution, and expiration or termination. 

Users can view the current status of an agreement on the Agreement Index or Details page, a generic progress view on the Team tab, and logged audit details on the History tab. To understand the progress of the agreement and find relevant information, the user needs to navigate through multiple tabs. 

A horizontal chevron is displayed, which is a visual depiction of the agreement’s journey that provides a simple, upfront and consolidated view of the agreement’s lifespan. The 4 stages of the chevron prominently communicate an entity’s journey including the previous, current and possible future states of the agreement. This considerably improves usability for new and existing users as they can now find information easily and with minimum clicks. 

Chevron 1

The colors of the chevron are indicative of the stage of the agreement. For example, if the theme color as per user preferences is green, then the previous stage is displayed in a light green color, the current stage is displayed in a dark green color, and the future stages are displayed in grey color. 

The chevron displays the following 4 tabs corresponding to the various stages of the agreement’s journey:

1.Generate: Displays list of actions taken by the user on the agreement before it is published. It includes the 5 most recent logs of the actions taken (such as Agreement Copied, Agreement Published) including details such as role of the user who performed the task, date and time of the action, and user name. The icons displayed next to the user name are similar to those in the agreement’s History log (such as green thumb icon for actions completed).

2. Approve: Displays the list of queued approvers as per the defined steps in the agreement, users that have approved the agreement, users with pending approval actions and for how long it has been pending with them. The icons and information in this tab are similar to those displayed in the agreement’s Progress view. 

3. Execute: Displays details such as internal/external signatories that have either signed the agreement or whose signatures are pending. By default, the external signatory details are displayed first. The icons and information in this tab are similar to those displayed in the agreement’s Progress view. 

4. Manage: Displays the 5 most recent logs of the actions taken by the user to manage the agreement post-execution. (such as Agreement Terminated, Agreement Superseded). The icons displayed next to the user name are similar to those in the agreement’s History log.

The icons displayed on the chevron include:

  • Chevron tick mark - indicates stage completed
  • Chevron clock icon - indicates stage in progress

Note: 

  • The chevron view is only applicable to agreement contract type (agreements and amendments). 
  • By default, the chevron is disabled; it can be enabled for selected contract types.
  • The chevron labels support localization.


Let’s consider an example of an agreement named Automation Basic Agreement and view its journey through the 4 stages of the chevron.

1.Generate: Displays the following details:

  • List of 5 most recent logs of the actions taken by the user who created the agreement – e.g. Agreement Copied, Agreement Created, Agreement Modified, Agreement Team Member Added, and finallyAgreement Published.    
  • User details – e.g. user name Automation user1 and user role Primary Owner. 
  • Time stamp – e.g. the agreement was copied on 8/28/2020 at 14:05:02.
  • Icons next to the user name – similar to those in the agreement’s History log, e.g. green thumb icon for actions completed.
Chevron 2


2. Approve: Displays the following details:

  • List of queued approvers as per the defined steps in the agreement, users that have approved the agreement, users with pending approval actions and for how long it has been pending with them. The list of approvers is similar to those mentioned in the Team tab.
  • Number of approvers required for agreement approval – e.g.1 of 2 required. If no approvers are added, then a message will be displayed that no approvers are added to the team and the agreement is directly approved.
  • Approver details – e.g. approver 1 - AE User13, approver 2 – AE User11. 
  • Hovering over the user names opens a box displaying the user (approver) email and Notes added by the user, if any.
  • The icons and information in this tab are similar to those displayed in the agreement’s Progress view. 
  • Approvers are queued as per the rules. For example:
    - Step 1: Completed i.e. AE User 13 has approved the content (& the Step 1 tab color is light green).
    - Step 2: In Progress i.e. Agreement is currently waiting for approval from AE User 11 (& the Step 2 tab color is dark green).
    - Step 3: Not Started i.e. Rasika is in queue and the agreement will be sent to her after approval from AE User 11 (& the Step 3 tab color is grey).
Chevron Approve

 
3. Execute: Displays the following details:
  • Internal/ external signatories that have either signed the agreement or whose signatures are pending e.g. Internal Signature by ami and External Signature by AEUser 10.
  • Minimum number of external and internal signatures required at each step e.g. 1 of 1 required external signature at Step 1 by external signatory AE User 10. 
  • Hovering over the user names opens a box displaying the user (approver) email, with whom the agreement currently is, and for how long it has been pending with the user.
  • By default, the external signatory details are displayed first. The icons and information in this tab are similar to those displayed in the agreement’s Team tab. If no signatories are part of the team, then a message will be displayed indicating that and the agreement will directly move to the Executed state.
Chevron 4
 
4. Manage: Displays the following details:
  • The 5 most recent logs of the actions taken by the user to manage the agreement post-execution e.g. Agreement Downloaded, Agreement Sent For Review. 
  • The icons displayed next to the user name are similar to those in the agreement’s History log.
  • User details – e.g. user name Automation user1 and user role Primary Owner. 
  • Time stamp – e.g. the agreement was copied on 8/28/2020 at 14:08:09.
  • Icons next to the user name – similar to those in the agreement’s History log, e.g. green thumb icon for actions completed.
  • The clock icon on the Manage tab indicates the stage that is in progress e.g. the user has to take actions on the agreement and is currently in the Agreement Sent For Review state, whereas the tick mark icon on the Generate, Approve andExecute tabs indicate that these stages of the agreement’s journey are complete. 
Chevron 5
 

 

Online editing of contracts

Contract authoring is a team-based activity consisting of multiple subject matter experts and operations personae, often remote from each other. This release features a real-time, collaborative authoring environment, embedded into the Icertis UI where the contract artifacts are stored in ICI and respect all prevailing entitlements.

It is now possible for:

  • Primary owners, secondary owners, and reviewers with edit privileges to initiate an online editing session, enabling collaborative editing, using the existing Microsoft Word Online embedded into Icertis UI. 
  • An agreement document, that has been modified using online editing, to be published to ICI without any loss of information and respect all prevailing entitlements.

 

Note:    
  • By default, the online Word Editor is turned off; it can be enabled on request. 
  • It can be used only by users with edit privileges (managed through role action mapping) on a document.
  • It is recommended for editing agreement with third party paper.
  • The online Word Editor is available only for users with valid Office 365 subscriptions. 
  • Users must either allow third-party cookies or add *.officeapps.live.com to their browser's allowed cookies list to use Office Online.

 

The Word online editing is available only for Agreements and Amendments in Draft, Waiting for Approval, Approved & Review Pending states.

To edit an agreement online:

1. Click Agreement Management > Agreements on the Home page. The Agreement Index page opens.

7.15 Word online 1.png

 

2. Click the View Record icon corresponding to the agreement you want to open. For example, ICIAutomationBasicAgreement_123. The Agreement Details page opens.

7.15 Word online 2.png

 

3. Click Open in Word for the Web. It will redirect the user to the office.live.com web page to validate the Office 365 subscription before allowing online editing.

Note: The online editing page for Word opens only for the user with the valid Office 365 subscription. For users without Office 365 subscription, a page with the Go back button is displayed, which upon clicking, redirects users to the pre-configured Homepage URL (icertis.com) instead of a previous browser page.

 

7.15 Word online 3.png

 

If user is not logged in to Office 365, Word online editor will navigate the user to Microsoft Login page. Editor will automatically login the user if the login information is available from cookies.

4. Click Sign in with a work or school account. The Pick an account page opens if the user is not logged in.

7.15 Word online 4.png

 

5. Select or add the account. For example, Isha A.

7.15 Word online 5.png

 

After successful login, the document opens in a full screen window with an Edge to Edge document view.

Multiple users can simultaneously edit and contribute in an online editing session of an agreement. 

User can copy the document’s online editing session link using the Copy Editor Link available on the Agreement Details page and on the online editing page and share it with other users. The users with valid Office 365 subscription who are authorized to access the agreement can then edit the agreement online.

The details of all the users who are currently editing the agreement along with their real time editing details are displayed at the top of the agreement with the user's initials and with the real time cursor tracking in the document. For example, details of active user IA are displayed in the image below.

7.15 Word online 6.png

 

6. Edit the content in the document and click Go to Details. The Agreement Details page opens again.

The status of the agreement is now Draft – In Editing with the user name who initiated the editing. For example, Draft – In Editing (initiated by Isha A).  All other ICI actions such as Download, Upload Document, Send For Approval and so on will not be available during online editing session.

The Edit Online tab is available in the left navigation pane for the agreement in Draft - In Editing state.

7.15 Word online 7.png

 

7. Click Edit Online. The inline Word editor opens in the right pane.
8. Click Check In. The Add Note window opens. 

7.15 Word online 8.png

 

9. Type a note to enter details for future reference though this field is optional. For example, Edited on 24th December. 

10. Click Check In.

When a user checks in the edits in a shared editing session, the concurrent editing access will be revoked for other active users on the document.
There could be a delay of 30-60 seconds before the online editing changes would be available to check in to ICI. Refer the Last updated on time which illustrates the most recent copy that will be checked in as a new ICI version.

 

7.15 Word online 9.png

 

For better user experience in online editing, customer content only lives on Office Online servers during an active user session. That is, a user can reasonably expect that when they end an editing session, their content will no longer live anywhere on Office for the Web servers once it has been saved to the host.

The confirmation window showing the document comparison opens.

7.15 Word online 10.png

 

11. Click Yes. The changes are saved and a new version of an agreement is created in Draft state. For example, Version 2.

7.15 Word online 11.png

 

12. Click Discard Changes if you do not want to continue with the changes. The confirmation window opens.

7.15 Word online 12.png

 

13. Click Yes. The Agreement Details page opens again.

7.15 Word online 13.png

 

The Discard Changes action will also create a new system generated version of the document in a Draft state to restore the prior version. For example, Version 3.

7.15 Word online 14.png

 

Note: The access to the actions Discard Changes, Open in Word for the Web, Check In and Copy Editor Link are controlled through role action mapping.

 

The audit for online editing session events are captured and displayed in History Tab in the left navigation pane on the agreement Details page.

7.15 Word online 15.png

 

Note: 
  • All existing ICI workflows, validations and configurations work in a same way while editing the agreement and amendment in online Word editor.
  • All the functionalities available in the Word desktop version are not supported in the Word online version.
  • It is recommended to download and edit offline for earlier versions of MS Word as online editing is supported on Word 2010 or later versions. 
  • Word online editing supports only 100MB file size.
  • Word online editing does not support protected Word document.
  • Only single user can edit the Protected (Mark as final) document.
  • Check-in activity will be blocked if a parent clause, mandatory clause or attribute are removed when editing online.
  • User can make changes to the document after logging out of ICI.
  • Word online does an auto save on document every 30 seconds and a name of a user who edited most recently, is used during the save event. In history logs captured for online session, Word Online may or may not capture all participant user’s names.

 

Users get the emails and notifications for the online editing session which can be accessed from the Notification Dashboard. For example, Agreement Notification- Agreement Online Editor Session Start.

7.15 Word online 16.png The notifications contain the link to access the agreement record.

 

Contract Lifecycle Management, Artificial Intelligence, and Bulk Upload

For organizations looking to optimize their contract lifecycle management processes and digital transformation, this release includes capabilities to manage the bulk upload of larger volumes of legacy contracts, and Artificial Intelligence (AI) driven enhancements to improve discovery, identification, and digitization of third-party, legacy and federal contracts.

Using ICI, you have the:

  • Ability to create US Federal Acquisition Regulations clause repository and to manage US Federal Contracts using ICI.
  • Accelerate contract digitalization and management by quickly converting legacy contracts into live contracts with AI-enhanced contract digitization capabilities which also help in AI-powered clause and attribute discovery. Excel based bulk upload capability to do so at scale.
  • Upload legacy Agreements in bulk supporting a larger volume of agreements and other entities using Excel utility.

 

 

 

Related Topics: Searching Agreements and Requests | Adding Supporting Documents to an Agreement | Setting auto-expiry for an Agreement | Bulk Actions | User Administration | Association Management | Compliance Management | Template Management | Clause Management | Configuration | Reports | Localizing ICI | 
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