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