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<font face="Segoe UI">[[ICM_Help|Home]] > [[Template_Management|Template Management]] > Approve/Reject a Template</font>
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= Approving/Rejecting a Template =
 
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<font face="Segoe UI">Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. You as an approver have a right to approve or to reject a Template.</font>
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Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can&nbsp;approve or to reject a Template.
  
<font face="Segoe UI">'''To approve a template:'''</font>
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To approve a Template:
  
<font face="Segoe UI">1. On the '''Home''' page, click the '''Notifications''' tile, and then the '''Tasks''' tab. A list of tasks pending for your action appear.</font><br/> &nbsp;
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1. C'''lick''' the ''Tasks&nbsp;''tile on the Dashboard. The ''User Tasks'' page opens displaying a&nbsp;list of tasks pending for your action.
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<font face="Segoe UI">2. Click the template name link that you want to approve. The '''Template Details''' page is displayed.<br/> Click one of the following buttons:</font>
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*<font face="Segoe UI">'''Download''': Click to download the template.</font>
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2.&nbsp;'''Click&nbsp;'''the&nbsp;''Template&nbsp;''name link that you want to approve. The&nbsp;''Template Details&nbsp;''page&nbsp;opens.
*<font face="Segoe UI">'''Edit''': Click to Edit the template.</font>  
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<div class="image-green-border">[[File:Approve or reject a template 7.8.PNG|560px|RTENOTITLE]]</div>  
*<font face="Segoe UI">'''Approve''' - Click to approve the template.</font>  
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3. '''Click'''''<i>Download</i>'''to download the Template and Edit to edit the Template.&nbsp;
*<font face="Segoe UI">'''Reject''' - Click to reject the template.</font>
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<font face="Segoe UI">[[File:Approve template.jpg|Approve Template]]</font>
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4. '''Click '''''Approve''. The ''Add Note'' window opens.
  
<font face="Segoe UI">3. In the '''Add Note''' dialog box, type appropriate comments, and then click '''Add'''. The status of the template changes to '''Approved'''.<br/> When you click '''Reject''', you have to add your comments and select the reason for rejection. After you approve or reject, the status of the template changes to '''Draft''' and the template has to go through the approval process again.</font>
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5. '''Enter '''your comments if any.
  
<font face="Segoe UI">[[File:Add note.jpeg|Add Note]]</font>
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6. '''Click '''''Add''.&nbsp;The status of the Template changes to ''Approved.''
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<div class="image-green-border">[[File:Approve or reject a template Add Note window 7.8.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> </div> <div class="image-green-border" style="clear: both;">To reject a Template:</div> <div class="image-green-border" style="clear: both;">1. '''Click '''''Reject. ''The ''Add Note&nbsp;''window opens.&nbsp;</div> <div class="image-green-border" style="clear: both;">2. Enter your comments if any.</div> <div class="image-green-border" style="clear: both;">3. '''Select '''a reason for rejecting the template&nbsp;from the ''Reason Code'' drop-down (This is a mandatory step).</div> <div class="image-green-border" style="clear: both;">4. '''Click '''''Add''. The status of the Template changes to ''Draft'' and the Template has to go through the approval process again.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Approve or reject a template reason code 7.8.PNG|720px|RTENOTITLE]]</div>  
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<font face="Segoe UI"><link-page pageafter="Edit_a_Template_in_ICM| Edit a Template in ICM" pagebefore="Send_a_Template_for_Approval|Send a Template for Approval"></link-page></font></div>  
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'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI Word Add-in]]&nbsp;| [[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;| [[Bilingual_Templates|Bilingual_Templates]]
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Latest revision as of 14:07, 11 September 2020

Approving/Rejecting a Template

Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can approve or to reject a Template.

To approve a Template:

1. Click the Tasks tile on the Dashboard. The User Tasks page opens displaying a list of tasks pending for your action.

2. Click the Template name link that you want to approve. The Template Details page opens.

RTENOTITLE

3. ClickDownload'to download the Template and Edit to edit the Template. 

4. Click Approve. The Add Note window opens.

5. Enter your comments if any.

6. Click Add. The status of the Template changes to Approved.

RTENOTITLE
 
To reject a Template:
1. Click Reject. The Add Note window opens. 
2. Enter your comments if any.
3. Select a reason for rejecting the template from the Reason Code drop-down (This is a mandatory step).
4. Click Add. The status of the Template changes to Draft and the Template has to go through the approval process again.
 
RTENOTITLE

 

 

 

Related Topics: Template Management | Create a Template in ICI Word Add-in | Rule | Agreement Management | Clause Management | Bilingual_Templates