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