|
|
| (229 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| | + | |
| | {{#tree: | | {{#tree: |
| − | *[[Dashboard]] | + | *[[Home]] |
| − | **[[Edit KPI Tiles]]
| + | *[[Agreement Management]] |
| − | **Create a Contract/ Agreement
| + | **[[Agreements]] |
| − | ***[[Create a Fresh Contract/ Agreement]]
| + | **[[Amendments]] |
| − | ***[[Create a Contract/ Agreement from Contract Request]]
| + | **[[Requests]] |
| − | ***[[Copy an Existing Agreement]]
| + | **[[Bulk Actions]] |
| − | ***[[Add Supporting Documents to Your Contract/ Agreement]]
| + | *[[Association Management]] |
| − | ***[[Add Commitments to Your Contract/Agreement]]
| + | *[[Compliance Management]] |
| − | ***[[Set Auto-Expiry of a Contract/ Agreement]]
| + | |
| − | ***[[Download and Print Contract/ Agreement Information]]
| + | |
| − | ***[[Send a Message]]
| + | |
| − | **[[Edit a Contract/ Agreement]]
| + | |
| − | **Delete a Contract/ Agreement
| + | |
| − | ***[[Delete a Contract/ Agreement]]
| + | |
| − | ***[[Cancel a Contract/ Agreement]]<br/>
| + | |
| − | **Add Team to Your Contract/ Agreement
| + | |
| − | ***[[Add and Remove Approvers]]
| + | |
| − | ***[[Enable and Disable Approvers]]
| + | |
| − | **Review and Approve/Reject a Contract/ Agreement
| + | |
| − | ***[[Send a Contract/ Agreement for Review]]
| + | |
| − | ***[[Review a Contract/ Agreement]]
| + | |
| − | ***[[Approve a Contract/ Agreement]]
| + | |
| − | ***[[Reject a Contract/ Agreement]]
| + | |
| − | ***[[Add Notes]]
| + | |
| − | ***[[Delegate an Agreement Approval/Review]]
| + | |
| − | **Deviation in Clauses
| + | |
| − | ***[[Review Deviated Clauses]]
| + | |
| − | ***[[Approve Deviated Clauses]]
| + | |
| − | ***[[Add Manual Deviation]]
| + | |
| − | **Execute a Contract/ Agreement
| + | |
| − | ***[[Fulfill a Commitment]]
| + | |
| − | ***[[Send an Agreement to External/Third Party Signature]]
| + | |
| − | ***[[Electronic Signature for Own Paper]]
| + | |
| − | ***[[Electronic Signature for Third Party Paper]]
| + | |
| − | ***[[Manual Signature]]
| + | |
| − | **Terminate a Contract/Agreement*
| + | |
| − | ***[[Post - Execution Review of an Agreement/Contract]]*
| + | |
| − | ***[[Terminate an Agreement]]
| + | |
| − | **[[Add Amendment to a Contract/ Agreement]]
| + | |
| − | **Upload Agreements Using MS Excel
| + | |
| − | ***[[Install ICM Excel Add-In]]
| + | |
| − | ***[[Log In to ICM Excel Add-In]]
| + | |
| − | ***[[Upload Agreements Using ICM Bulk Insert]]
| + | |
| − | **Associated Document
| + | |
| − | ***[[Search an Associated Document]]
| + | |
| − | ***[[Create an Associated Document]]
| + | |
| − | ***[[Approve an Associated Document]]
| + | |
| − | *[[Alerts]]
| + | |
| − | **[[Notification Tabs]]
| + | |
| − | **[[View Notifications]]
| + | |
| − | *[[Reports]]
| + | |
| − | **[[Types of Reports]]
| + | |
| − | **[[Generate a Report]]
| + | |
| − | *[[Configuration]]
| + | |
| − | **[[Contract Types]]
| + | |
| − | **[[Search a Contract Type]]
| + | |
| − | **Create a Contract Type
| + | |
| − | ***[[Create a Structure of Supporting Documents for a Contract/ Agreement]]
| + | |
| − | ***[[Create a Structure of a Contract/ Agreement]]
| + | |
| − | ***[[Create a Structure of a Contract Request]]
| + | |
| − | ***[[Create a Structure of Masterdata]]
| + | |
| − | **Approve/Reject a Contract Type
| + | |
| − | ***[[Send the Contract Type for Approval]]
| + | |
| − | ***[[Approve/Reject a Contract Type]]
| + | |
| − | ***[[Publish a Contract Type]]
| + | |
| − | **[[Edit a Contract Type]]
| + | |
| − | **Attribute
| + | |
| − | ***[[Add an Attribute]]
| + | |
| − | ***[[Edit an Attribute]]
| + | |
| − | **Rule
| + | |
| − | ***[[Create a Rule]]
| + | |
| − | ***[[View/Edit Rules]]
| + | |
| − | ***[[Create a Contract Type Selection Rule]]
| + | |
| − | ***[[Create a Template Selection Rule]]
| + | |
| − | ***[[Create an Approval Rule]]
| + | |
| − | ***[[Create a Dynamic Attribute Rule]]
| + | |
| − | ***[[Create a Dynamic Association Rule]]
| + | |
| − | ***[[Create an Event Rule]]
| + | |
| − | ***[[Create a Contract Admin Rule]]
| + | |
| − | ***[[Create a Notification Rule]]
| + | |
| − | **Masterdata
| + | |
| − | ***[[Create Masterdata]]
| + | |
| − | ***[[Search Masterdata]]
| + | |
| − | ***[[Edit Masterdata]]
| + | |
| − | *[[Clause Management]]
| + | |
| − | **[[Search a Clause]]
| + | |
| − | **[[Create a Clause]]
| + | |
| − | **Approve/Reject a Clause
| + | |
| − | ***[[Send a Clause for Approval]]
| + | |
| − | ***[[Approve/Reject a Clause]]
| + | |
| − | **[[Edit a Clause]]*
| + | |
| | *[[Template Management]] | | *[[Template Management]] |
| − | **[[Search a Template]] | + | **[[Create a Template_in ICI Word Add-in]] |
| − | **[[Upload a Template in ICM]] | + | **[[Approve/Reject a Template]] |
| − | ** Create a Template using Microsoft Word | + | **[[Bilingual Templates]] |
| − | ***[[Install ICM Word Add-in]] | + | *[[Clause Management]] |
| − | ***[[Create a Template in ICM Word Add-in]] | + | *[[Configuration]] |
| − | **Approve/Reject a Template | + | **[[Contract Type]] |
| − | ***[[Send a Template for approval]] | + | **[[Attribute]] |
| − | ***[[Approve/Reject a Template]] | + | **[[Rule]] |
| − | **Edit a Template | + | **[[Masterdata]] |
| − | ***[[Edit a Template in ICM]] | + | **[[Alias Master]] |
| − | ***[[Edit a Template in ICM Word Add-in]] | + | **[[Cascade Team]] |
| − | ***[[Add a rule based clause]] | + | **[[Promote Configurations]] |
| | + | *[[Reports]] |
| | + | **[[Agreement Details Page Reports]] |
| | + | **[[Legal and Compliance]] |
| | + | **[[Admin Reports]] |
| | + | **[[Workflow Reports]] |
| | + | **[[Power BI Integration with ICI]] |
| | + | **[[Obligation Management Reports]] |
| | + | **[[Sourcing Reports]] |
| | + | *[[Advanced Analytics]] |
| | + | **[[Power BI]] |
| | *[[User Administration]] | | *[[User Administration]] |
| − | **[[Manage Organization Data]] | + | **[[Managing Organization]] |
| − | **Organization Structure
| + | **[[Managing Users]] |
| − | ***[[Add and Organization Unit]]
| + | **[[Managing User Groups]] |
| − | **Organization Groups
| + | **[[Managing Security Groups]] |
| − | ***[[Search an Organization Group]]
| + | **[[Application Settings]] |
| − | ***[[Create an Organization Group]]
| + | **[[Notification Settings]] |
| − | **User Management
| + | **[[Currencies]] |
| − | ***[[Create a New User]]
| + | **[[Reasons]] |
| − | ***[[Provision for a User]]
| + | **[[Legacy Upload]] |
| − | ***[[Edit an Existing User]]
| + | **[[Admin Task]] |
| − | ***[[De-provision a User]]
| + | *[[ICI Tools]] |
| − | ***[[Replace a User]]
| + | **[[Self-Serve Tools]] |
| − | ***[[Re-provision for a User]]
| + | *[[Icertis Business Apps]] |
| − | **User Groups
| + | **[[ICI Sourcing App]] |
| − | ***[[Search a User Group]]
| + | **[[ICI Obligation Management]] |
| − | ***[[Create a User Group]]
| + | **[[ICI Risk Management]] |
| − | **[[View and Edit User Roles]]
| + | **[[ICI Proposal Management]] |
| − | **[[View and Edit User Role Action Mapping]]
| + | **[[Biz Apps Release Notes]] |
| − | **Security Groups
| + | *[[AI Apps]] |
| − | ***[[Search a Security Group]]
| + | **[[Managing US Federal Contracts using ICI]] |
| − | ***[[Create a Security Group]]
| + | **[[Contract Digitalization]] |
| − | ***[[Edit a Security Group]]
| + | **[[Discover AI]] |
| − | **[[Edit Application Settings]] | + | **[[Negotiate AI]] |
| − | **Notification Settings
| + | **[[Obligation AI]] |
| − | ***[[Create Notification Categories]]
| + | **[[Visualize AI]] |
| − | ***[[Edit Notification Categories]]
| + | *[[ICI Add-ins]] |
| − | ***[[Create a Subscription]]
| + | **[[Icertis Experience for Word]] |
| − | ***[[Edit a Subscription]]
| + | **[[Outlook Add-in]] |
| − | **Currencies
| + | *[[Integrations]] |
| − | ***[[Search a Currency]]
| + | **[[Salesforce]] |
| − | ***[[Create a Currency]]
| + | **[[Microsoft Dynamics CRM]] |
| − | ***[[Edit a Currency]]
| + | **[[Icertis Experience for Workday]] |
| − | **Reasons
| + | **[[System for Cross Domain Identity Management]] |
| − | ***[[Search a Reason]]
| + | **[[Using Adobe Sign]] |
| − | ***[[Create a Reason]]
| + | **[[Using DocuSign]] |
| − | ***[[Edit a Reason]]
| + | **[[Using Namirial eSignAnywhere]] |
| − | *[[Agreement Management - Option 1]]
| + | **[[Generic Integration Framework to Support SFTP Interface]] |
| − | **Agreements
| + | **[[Generic Integration Framework to Support ASB Interface]] |
| − | ***[[Agreements Page]]
| + | *[[ICI Mobile App]] |
| − | ***[[Create Agreement Page]]
| + | *[[ICI BOT]] |
| − | ***[[Requests Page]]
| + | *[[Release Notes]] |
| − | ***[[Create Requests Page]]
| + | |
| − | | + | |
| − | ***[[Search Agreements]]
| + | |
| − | ***[[Agreements Details Page]]
| + | |
| − | ***[[Extended Search]]
| + | |
| − | ***[[Create an Agreement from a Contract Request]]
| + | |
| − | **Requests
| + | |
| − | ***[[Requests Page]]
| + | |
| − | ***[[Create Requests Page]]
| + | |
| − | ***[[Search Requests]]
| + | |
| − | ***[[Request Details Page]]
| + | |
| − | **Contract Types
| + | |
| − | ***[[Contract Types Page]]
| + | |
| − | ** Dashboard
| + | |
| − | ***[[Dashboard]]
| + | |
| − | ***[[Edit KPI Tiles]]
| + | |
| − | *[[Agreement Management - Option 2]]
| + | |
| − | **Before Creating an Agreement
| + | |
| − | ***[[Create a New Request]]<br/>
| + | |
| − | ***[[Send a Request for Review]]<br/>
| + | |
| − | ***[[Review a Request]]<br/>
| + | |
| − | ***[[Edit a Request]]<br/>
| + | |
| − | ***[[Send a Request for Approval]]<br/>
| + | |
| − | ***[[Approve a Request]]<br/>
| + | |
| − | ***[[View Request Status]]<br/>
| + | |
| − | ***[[Put Request On Hold]]<br/>
| + | |
| − | ***[[Cancel a Request]]<br/>
| + | |
| − | ***[[Search an Existing Request]]<br/>
| + | |
| − | ***[[Copy an Existing Request]]<br/>
| + | |
| − | ***[[Download and Print Request Information]]
| + | |
| − | **Creating an Agreement
| + | |
| − | ***[[Create a new agreement]]<br/>
| + | |
| − | ***[[Create a new agreement from a contract request]]<br/>
| + | |
| − | ***[[Copy an existing agreement]]<br/>
| + | |
| − | ***[[Add Supporting Documents to Your Contract/Agreement]]<br/>
| + | |
| − | ***[[Add Commitments to Your Contract/Agreement]]<br/>
| + | |
| − | ***[[Send a Contract/Agreement for Review]]<br/>
| + | |
| − | ***[[Review a Contract/Agreement]]<br/>
| + | |
| − | ***[[Create an Associated Document]]<br/>
| + | |
| − | **Managing Existing Agreements
| + | |
| − | ***[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
| + | |
| − | ***[[Download and Print Contract/Agreement Information]]<br/>
| + | |
| − | ***[[Search Contracts/Agreements]]<br/>
| + | |
| − | ***[[Create Smart Link for Agreement]]<br/>
| + | |
| − | ***[[Create Smart Link for Association]]<br/>
| + | |
| − | ***[[Edit a Contract/Agreement]]<br/>
| + | |
| − | ***[[Put Contract/Agreement On Hold]]<br/>
| + | |
| − | ***[[Cancel a Contract/Agreement]]<br/>
| + | |
| − | ***[[Delete a Contract/Agreement]]<br/>
| + | |
| − | ***[[Add and Remove Approvers]]<br/>
| + | |
| − | ***[[Enable and Disable Approvers]]<br/>
| + | |
| − | ***[[Recall an Approval]]<br/>
| + | |
| − | ***[[Approve a Contract/Agreement]]<br/>
| + | |
| − | ***[[Reject a Contract/Agreement]]<br/>
| + | |
| − | ***[[Delegate an Agreement Approval/Review]]<br/>
| + | |
| − | ***[[Review Deviated Clauses]]<br/>
| + | |
| − | ***[[Approve Deviated Clauses]]<br/>
| + | |
| − | ***[[Add Manual Deviation]]<br/>
| + | |
| − | ***[[Fulfill a Commitment]]<br/>
| + | |
| − | ***[[Send an Agreement to External/Third Party Signature]]<br/>
| + | |
| − | ***[[Electronic Signature for Own Paper]]<br/>
| + | |
| − | ***[[Electronic Signature for Third Party Paper]]<br/>
| + | |
| − | ***[[Manual Signature]]<br/>
| + | |
| − | ***[[Search an Associated Document]]<br/>
| + | |
| − | ***[[Approve an Associated Document]]<br/>
| + | |
| − | **After Executing an Agreement
| + | |
| − | ***[[Post-execution review of an agreement]]<br/>
| + | |
| − | ***[[Terminate an agreement]]<br/>
| + | |
| − | ***[[Add amendment to an agreement]]<br/>
| + | |
| − | ***[[Renew an agreement]]
| + | |
| − | **Miscellaneous Topics
| + | |
| − | ***[[View a Contract/Agreement]]<br/>
| + | |
| − | ***[[Send a Message]]<br/>
| + | |
| − | ***[[Save Your Search Results]]<br/>
| + | |
| − | ***[[Export Search Results]]<br/>
| + | |
| − | ***[[Trigger Notification]]<br/>
| + | |
| − | ***[[Add Notes]]<br/>
| + | |
| − | ***[[Install ICM Excel Add-In]]<br/>
| + | |
| − | ***[[Log In to ICM Excel Add-In]]<br/>
| + | |
| − | ***[[Upload Agreements Using ICM Bulk Insert]]<br/>
| + | |
| − | ***[[Upload Agreements to ICM]]<br/>
| + | |
| − | **Contract Types
| + | |
| − | ***[[Contract Types Page]]
| + | |
| | }} | | }} |
