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{{#tree:
 
{{#tree:
*[[My Dashboard]]
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*[[Home]]
**[[Edit KPI Tiles]]
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*[[Agreement Management]]
*[[Agreement Management - Option 1]]
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**[[Agreements]]
**Agreements
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**[[Amendments]]
***[[Agreements Page]]
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**[[Requests]]
***[[Create Agreement Page]]
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**[[Bulk Actions]]
***[[Requests Page]]
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*[[Association Management]]
***[[Create Requests Page]]
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*[[Compliance Management]]
***[[Search Agreements]]
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*[[Template Management]]
***[[Agreements Details Page]]
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**[[Create a Template_in ICI Word Add-in]]
***[[Extended Search]]
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**[[Approve/Reject a Template]]
***[[Create an Agreement from a Contract Request]]
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**[[Bilingual Templates]]
**Requests
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*[[Clause Management]]
***[[Requests Page]]
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*[[Configuration]]
***[[Create Requests Page]]
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**[[Contract Type]]
***[[Search Requests]]
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**[[Attribute]]
***[[Request Details Page]]
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**[[Rule]]
**Contract Types
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**[[Masterdata]]
***[[Contract Types Page]]
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**[[Alias Master]]
*[[Agreement Management - Option 2]]
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**[[Cascade Team]]
**Before Creating an Agreement
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**[[Promote Configurations]]
***[[Create a New Request]]<br/>
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*[[Reports]]
***[[Send a Request for Review]]<br/>
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**[[Agreement Details Page Reports]]
***[[Review a Request]]<br/>
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**[[Legal and Compliance]]
***[[Edit a Request]]<br/>
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**[[Admin Reports]]
***[[Send a Request for Approval]]<br/>
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**[[Workflow Reports]]
***[[Approve a Request]]<br/>
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**[[Power BI Integration with ICI]]
***[[View Request Status]]<br/>
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**[[Obligation Management Reports]]
***[[Put Request On Hold]]<br/>
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**[[Sourcing Reports]]
***[[Cancel a Request]]<br/>
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*[[Advanced Analytics]]
***[[Search an Existing Request]]<br/>
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**[[Power BI]]
***[[Copy an Existing Request]]<br/>
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*[[User Administration]]
***[[Download and Print Request Information]]
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**[[Managing Organization]]
**Creating an Agreement
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**[[Managing Users]]
***[[Create a new agreement]]<br/>
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**[[Managing User Groups]]
***[[Create a new agreement from a contract request]]<br/>
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**[[Managing Security Groups]]
***[[Copy an existing agreement]]<br/>
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**[[Application Settings]]
***[[Add Supporting Documents to Your Contract/Agreement]]<br/>
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**[[Notification Settings]]
***[[Add Commitments to Your Contract/Agreement]]<br/>
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**[[Currencies]]
***[[Send a Contract/Agreement for Review]]<br/>
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**[[Reasons]]
***[[Review a Contract/Agreement]]<br/>
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**[[Legacy Upload]]
***[[Create an Associated Document]]<br/>
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**[[Admin Task]]
**Managing Existing Agreements
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*[[ICI Tools]]
***[[Set Auto-Expiry of a Contract/ Agreement]]<br/>
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**[[Self-Serve Tools]]
***[[Download and Print Contract/Agreement Information]]<br/>
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*[[Icertis Business Apps]]
***[[Search Contracts/Agreements]]<br/>
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**[[ICI Sourcing App]]
***[[Create Smart Link for Agreement]]<br/>
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**[[ICI Obligation Management]]
***[[Create Smart Link for Association]]<br/>
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**[[ICI Risk Management]]
***[[Edit a Contract/Agreement]]<br/>
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**[[ICI Proposal Management]]
***[[Put Contract/Agreement On Hold]]<br/>
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**[[Biz Apps Release Notes]]
***[[Cancel a Contract/Agreement]]<br/>
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*[[AI Apps]]
***[[Delete a Contract/Agreement]]<br/>
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**[[Managing US Federal Contracts using ICI]]
***[[Add and Remove Approvers]]<br/>
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**[[Contract Digitalization]]
***[[Enable and Disable Approvers]]<br/>
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**[[Discover AI]]
***[[Recall an Approval]]<br/>
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**[[Negotiate AI]]
***[[Approve a Contract/Agreement]]<br/>
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**[[Obligation AI]]
***[[Reject a Contract/Agreement]]<br/>
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**[[Visualize AI]]
***[[Delegate an Agreement Approval/Review]]<br/>
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*[[ICI Add-ins]]
***[[Review Deviated Clauses]]<br/>
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**[[Icertis Experience for Word]]
***[[Approve Deviated Clauses]]<br/>
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**[[Outlook Add-in]]
***[[Add Manual Deviation]]<br/>
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*[[Integrations]]
***[[Fulfill a Commitment]]<br/>
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**[[Salesforce]]
***[[Send an Agreement to External/Third Party Signature]]<br/>
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**[[Microsoft Dynamics CRM]]
***[[Electronic Signature for Own Paper]]<br/>
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**[[Icertis Experience for Workday]]
***[[Electronic Signature for Third Party Paper]]<br/>
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**[[System for Cross Domain Identity Management]]
***[[Manual Signature]]<br/>
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**[[Using Adobe Sign]]
***[[Search an Associated Document]]<br/>
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**[[Using DocuSign]]
***[[Approve an Associated Document]]<br/>
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**[[Using Namirial eSignAnywhere]]
**After Executing an Agreement
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**[[Generic Integration Framework to Support SFTP Interface]]
***[[Post-execution review of an agreement]]<br/>
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**[[Generic Integration Framework to Support ASB Interface]]
***[[Terminate an agreement]]<br/>
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*[[ICI Mobile App]]
***[[Add amendment to an agreement]]<br/>
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*[[ICI BOT]]
***[[Renew an agreement]]
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*[[Release Notes]]
**Miscellaneous Topics
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***[[View a Contract/Agreement]]<br/>
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***[[Send a Message]]<br/>
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***[[Save Your Search Results]]<br/>
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***[[Export Search Results]]<br/>
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***[[Trigger Notification]]<br/>
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***[[Add Notes]]<br/>
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***[[Install ICM Excel Add-In]]<br/>
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***[[Log In to ICM Excel Add-In]]<br/>
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***[[Upload Agreements Using ICM Bulk Insert]]<br/>
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***[[Upload Agreements to ICM]]<br/>
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**Contract Types
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***[[Contract Types Page]]
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Latest revision as of 10:50, 15 March 2021