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= Basic Set Up =
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= Basic Setup =
  
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=== Log on to ICM ===
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Welcome to ICI! You may be a new user or a contract administrator wanting to explore ICI. You are in the right place!
  
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Welcome to ICM. You may be a new user or a contract admin who want to explore ICM.
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== Log on to ICI ==
  
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=== The ICM account activation email ===
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You must have account on ICI to use it. You should receive an account activation email with your account details once your ICI Administrator creates it. This email contains:
  
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To be able to use ICM, you must have an ICM account. This account is created by your ICM administrator. When the ICM administrator creates your account, you receive an email with your account details. This email is called the ICM Notification email and contains the following information:
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*Your username and temporary password
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*A link to the ICI application
  
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*Username and temporary password to log on to ICM.
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To log on to ICI:
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*Link to access the ICM application.
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The ICM account activation email is important as it contains the information you need to log on to ICM. We recommend that you store this email for later use. When you log on for the first time you can enter the temporary password provided to you and then change the password.
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1. '''Click''' the URL provided in your account activation email. At the ''Login'' page, '''type''' the user name and password you received in the email.
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<div class="image-green-border">[[File:Login.jpg|720px|RTENOTITLE]]</div>
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2.&nbsp;'''Click''' ''Log in''.&nbsp;The ''Dashboard ''page opens.
  
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'''To log on to ICM:'''
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== Setting your preferences ==
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<div><div style="float:left;width:68%;">
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You can choose your language preference to navigate through ICI.&nbsp;You can also link multiple values of an Attribute as an Alias of each other. It can be done through Alias Master which will be a default master in ICI. This functionality helps you to get a consolidated search result on searching any of the linked alias values, instead of creating separate searches for each of these linked values and aggregating them.
  
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1. Click the URL that is provided to you by ICM support. The '''Login''' page appears.
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From user Settings, if you change the language preferences then the localized value will be reflected in the Alias Master.
  
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[[File:Login.jpg]]
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To view the settings:
  
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2. Type the user name and password that you have received by email from ICM.
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1. '''Click'''''&nbsp;Preferences.'''''&nbsp;'''The ''My Preferences'' window opens.
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<div class="image-green-border">[[File:Preferences.PNG|720px|Preferences on Dashboard]]</div>
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2. '''Select&nbsp;'''the number of records that you want displayed per page (10, 50 or 100). You can also select the default choice on the grid, ''Records Layout'' (Grid View, Tile view or Extended view) and toggle the search panel visibility option (Yes/No). Toggle the Open every record in same browser tab&nbsp;(Yes/No)
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<div class="image-green-border">[[File:Basic set up My preferences window 7.8.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click '''the&nbsp;''Locale Settings''&nbsp;tab to choose your language, time zone,&nbsp;date and time formats.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">You can define the user's&nbsp;preferred currency (for example, USD) using the ''Preferred Currency'' option in ''My Preferences''. Based on the user preference, the selected currency will be auto-populated for any Currency attribute. You will receive ICI&nbsp;notification emails in the language that you select.</div>
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'''Note''':&nbsp;&nbsp;
  
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3. Click '''Log in'''. ICM home page appears.
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*If the ''Currency ''attribute for the contract type does not contain the value selected in currency preference, then currency preference will not be auto-populated.&nbsp;
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*For Template Variables, the value of the currency attribute (if present), is selected at the template level and then populated in the agreement; the currency preference will not be auto-populated.&nbsp;
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*For Inheritance, Copy Agreement, Amendment creation, the currency selected in the parent entity will be selected by default; the currency preference will not be auto-populated.&nbsp;
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*When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated.
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<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 currency.png|720px|7.11 currency.png]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click&nbsp;'''''Save ''to save your settings.</div>
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== Out-of-office Tasks Setup - Auto Delegation ==
  
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The Auto-Delegation functionality for your tasks allows you to delegate these tasks to another user for a desired period.
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To delegate your tasks to another user for a desired period:
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1.&nbsp;'''Click&nbsp;'''''Auto Delegation&nbsp;''on the&nbsp;''My Preferences&nbsp;''window.&nbsp;
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2.&nbsp;'''Select''' the date(s) on which you want to start the delegation and end the delegation. Also, '''select''' the user who you want to delegate the tasks to.
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3.&nbsp;'''Click''' ''Delegate''. View details in the ''Delegations'' table.&nbsp;Use icons [[File:Editp.jpg|RTENOTITLE]] and [[File:Close.jpg|RTENOTITLE]]‎ to edit or delete the delegation respectively.
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</div> </div> <div><div style="float:left;width:68%;"><div class="image-green-border">[[File:Basic set up auto Delegation 7.8.PNG|720px|RTENOTITLE]]</div>
 
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<div>
 
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=== ICM version information ===
 
  
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[[File:Version.jpg]]
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== Change the UI Theme ==
  
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The ICM Version Information dialog box displays the following information:
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1. On the upper right corner of your ICI&nbsp;page, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your login name, and then '''click''' ''Preferences''. The ''My Preferences'' dialog box appears.
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<div class="image-green-border">You can view your account settings related to the language, date, time format, and so on.</div>
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2. On the ''My Preferences'' dialog box, in the ''My Settings'' tab, '''select''' the theme color you want for your UI.
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<div class="image-green-border">[[File:Preferences theme.jpeg|720px|RTENOTITLE]]</div>
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3.&nbsp;'''Click''' ''Save''. The ''User settings saved successfully'' message appears. The ICI&nbsp;UI appears in the selected color.
  
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:'''Product Version''': displays the version of ICM
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== Special Characters in ICI&nbsp; ==
  
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:'''Word Add-In Version''': displays the version of ICM Word Add-In.
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You can include the following special characters which when enabled, are converted to an underscore (_) by ICI.&nbsp;
  
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:'''Excel Bulk Insert Add-In Version''': displays the version of Excel Bulk Insert Add-In.  
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(&nbsp;&nbsp;&nbsp; )&nbsp;&nbsp;&nbsp;&nbsp;!&nbsp;&nbsp;&nbsp; '&nbsp;&nbsp;&nbsp; #&nbsp;&nbsp;&nbsp;&nbsp;%&nbsp;&nbsp;&nbsp; *&nbsp;&nbsp;&nbsp; @&nbsp;&nbsp;&nbsp; ^&nbsp;&nbsp;&nbsp; .&nbsp;&nbsp;&nbsp; & &nbsp;&nbsp;&nbsp;
  
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:'''Outlook Add-In Version''': displays the version of Outlook Add-In.
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ICI&nbsp;supports certain special and multi-lingual characters, including currency symbols as values while defining the choice and multi-choice type attributes, so that these characters can be accepted as valid inputs when creating Contract Types.
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== File formats supported in ICI&nbsp; ==
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You can upload files in the following formats in ICI.&nbsp;
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*.HWP
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*.DOC
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*.DOCX
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*.XLS
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*XLSX
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*.PDF
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*.JPG
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*.JPEG
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*.PNG
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*.MSG
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*.TIFF
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*.PPT
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*.PPTX
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*.XML
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*.ZIP
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*.XLSM
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== ICI&nbsp;version information ==
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To find out, '''click''' [[File:Version.jpg|RTENOTITLE]] on the lower right corner of ICI&nbsp;page.
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The ICI&nbsp;Version Information dialog box displays the following information:
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'''Product Version''': displays the version of ICI
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'''Word Add-In Version''': displays the version of ICI&nbsp;Word Add-In.
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'''Excel Bulk Insert Add-In Version''': displays the version of Excel Bulk Insert Add-In.
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'''Outlook Add-In Version''': displays the version of Outlook Add-In.
  
 
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&nbsp;
  
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== Log off from ICM ==
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== Log off from ICI ==
  
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'''To log off from ICM:'''
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To log off from ICI:
  
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#Click on the arrown next to your user name.  
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1. On the ICI&nbsp;Dashboard, point to [[File:Ddd.jpeg|RTENOTITLE]] next to your user name in the top right corner.
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#Click&nbsp;'''Log Off'''.  
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<div class="image-green-border">2.&nbsp;'''Click''' ''Log Off'' to get out of ICI.</div> <div class="image-green-border">&nbsp;</div>
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== Timeouts in ICI ==
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There are two types of timeouts in ICI:
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'''• '''Inactivity Session Timeout: if an ICI&nbsp;session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. '''Click''' ''OK'' to continue the session.
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<div class="note-box">'''Note''': You may lose any unsaved data if your session times out.&nbsp;</div>
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'''• '''Command Timeout: When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. '''Click''' ''OK'' to close the message. This may happen due to a database issue or a slow server response. Try your query again.
  
 
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</div>
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&nbsp;
 
&nbsp;
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'''Related Topics:&nbsp;'''[[ICM_Help|ICI&nbsp;Help]]&nbsp;
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</div> </div>

Latest revision as of 10:16, 18 November 2020

Basic Setup

Welcome to ICI! You may be a new user or a contract administrator wanting to explore ICI. You are in the right place!

Log on to ICI

You must have account on ICI to use it. You should receive an account activation email with your account details once your ICI Administrator creates it. This email contains:

  • Your username and temporary password
  • A link to the ICI application

To log on to ICI:

1. Click the URL provided in your account activation email. At the Login page, type the user name and password you received in the email.

RTENOTITLE

2. Click Log in. The Dashboard page opens.

Setting your preferences

You can choose your language preference to navigate through ICI. You can also link multiple values of an Attribute as an Alias of each other. It can be done through Alias Master which will be a default master in ICI. This functionality helps you to get a consolidated search result on searching any of the linked alias values, instead of creating separate searches for each of these linked values and aggregating them.

From user Settings, if you change the language preferences then the localized value will be reflected in the Alias Master.

To view the settings:

1. Click Preferences. The My Preferences window opens.

Preferences on Dashboard

2. Select the number of records that you want displayed per page (10, 50 or 100). You can also select the default choice on the grid, Records Layout (Grid View, Tile view or Extended view) and toggle the search panel visibility option (Yes/No). Toggle the Open every record in same browser tab (Yes/No)

RTENOTITLE
 
3. Click the Locale Settings tab to choose your language, time zone, date and time formats.
 
You can define the user's preferred currency (for example, USD) using the Preferred Currency option in My Preferences. Based on the user preference, the selected currency will be auto-populated for any Currency attribute. You will receive ICI notification emails in the language that you select.

Note:  

  • If the Currency attribute for the contract type does not contain the value selected in currency preference, then currency preference will not be auto-populated. 
  • For Template Variables, the value of the currency attribute (if present), is selected at the template level and then populated in the agreement; the currency preference will not be auto-populated. 
  • For Inheritance, Copy Agreement, Amendment creation, the currency selected in the parent entity will be selected by default; the currency preference will not be auto-populated. 
  • When creating an amendment without a parent agreement (orphan amendment), the currency preference will be auto-populated.
 
7.11 currency.png 
 
4. Click Save to save your settings.

Out-of-office Tasks Setup - Auto Delegation

The Auto-Delegation functionality for your tasks allows you to delegate these tasks to another user for a desired period.

To delegate your tasks to another user for a desired period:

1. Click Auto Delegation on the My Preferences window. 

2. Select the date(s) on which you want to start the delegation and end the delegation. Also, select the user who you want to delegate the tasks to.

3. Click Delegate. View details in the Delegations table. Use icons RTENOTITLE and RTENOTITLE‎ to edit or delete the delegation respectively.

RTENOTITLE

 

Change the UI Theme

1. On the upper right corner of your ICI page, point to RTENOTITLE next to your login name, and then click Preferences. The My Preferences dialog box appears.

You can view your account settings related to the language, date, time format, and so on.

2. On the My Preferences dialog box, in the My Settings tab, select the theme color you want for your UI.

RTENOTITLE

3. Click Save. The User settings saved successfully message appears. The ICI UI appears in the selected color.

Special Characters in ICI 

You can include the following special characters which when enabled, are converted to an underscore (_) by ICI. 

(    )    !    '    #    %    *    @    ^    .    &    

ICI supports certain special and multi-lingual characters, including currency symbols as values while defining the choice and multi-choice type attributes, so that these characters can be accepted as valid inputs when creating Contract Types.

File formats supported in ICI 

You can upload files in the following formats in ICI. 

  • .HWP
  • .DOC
  • .DOCX
  • .XLS
  • XLSX
  • .PDF
  • .JPG
  • .JPEG
  • .PNG
  • .MSG
  • .TIFF
  • .PPT
  • .PPTX
  • .XML
  • .ZIP
  • .XLSM

ICI version information

To find out, click RTENOTITLE on the lower right corner of ICI page.

The ICI Version Information dialog box displays the following information:

Product Version: displays the version of ICI

Word Add-In Version: displays the version of ICI Word Add-In.

Excel Bulk Insert Add-In Version: displays the version of Excel Bulk Insert Add-In.

Outlook Add-In Version: displays the version of Outlook Add-In.

 

Log off from ICI

To log off from ICI:

1. On the ICI Dashboard, point to RTENOTITLE next to your user name in the top right corner.

2. Click Log Off to get out of ICI.
 

Timeouts in ICI

There are two types of timeouts in ICI:

• Inactivity Session Timeout: if an ICI session is idle with no action (remains inactive) for a preset duration, a countdown timer appears with a message indicating that the current session will time out in X minutes. The 'X' is set in the backend and cannot be configured from the user interface. Click OK to continue the session.

Note: You may lose any unsaved data if your session times out. 

• Command Timeout: When searching, if your query takes up more than the preset time, it gets aborted. An error message indicates that there was a timeout. Click OK to close the message. This may happen due to a database issue or a slow server response. Try your query again.

 

 

Related Topics: ICI Help 

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