Revision as of 15:29, 11 January 2021

Association Management

Associated documents are additional legal documents or supplementary materials added to an Agreement.

Associated documents can be:

Created using a Template
Uploaded into ICI
Prepared from the Associated Document Contract Type model

From the Association Management tile you can:

Search an Associated document
Create an Associated document
Approve an Associated document

Searching an Associated Document

Use Search feature to get relevant search results. You can use various methods to narrow down your search and locate the specific Associated Document you are looking for.

To search Associated Documents:

1. Click the Association Management > Associations on the Home page. The Association Management page opens.

2. Search for a specific Associated Document by using any of the following options:

Under Search For:
- Click the Select Field list, and then select the appropriate item from the list. The relevant results are populated. For example, if you select Status (to filter Associations according to various status' of associated documents), list of various states of Associated Documents is displayed. You can then select appropriate status such as Approved, draft.
- The number in the bracket denotes the number of available items which contain the search term. You can select multiple options at the same time.
- To narrow your search, type free text in the Custom Keyword box, and then click Apply.
Alternatively, type keywords in the Refine Search here box. A list of relevant Associated Documents opens.
You can further narrow your search by using any of the following methods:
- "..." - Type the search term in double quotation marks. It shows existing Associated Documents that include the exact search term.
  - ...* - Type the search term in star characters. It shows existing Associated Documents that include the exact search term.
  - ... - Prefix * to the search term. It shows existing Associated Documents that end with this term.
- ...* - Suffix * to the search term. It shows existing Associated Documents that start with this term.

Creating an Associated Document

In ICI, you can create the Associated documents separately.

To create an Associated document:

1. Click the Association Management tile on the Home page. The drop-down with options Associations and Create Association opens.

2. Click Create Association. The Create Association page opens.

3. Select Parent Agreement by clicking the icon. The Lookup Search window opens.

4. Select the parent Agreement that you want the document to be associated with. You can select only Parent Agreement.

5. Click Select. This takes you back to the Create Associated Document page with the selected document displayed in the Parent Contract field.

6. Select the Category.

7. Select the Contract Type Name.

Note: The Contract Type Description field facilitates users to select the desired Contract Type.

8. Click Next. Metadata section of the Create Association page opens. Click the Go to Parent Agreement link to access the relevant Parent Agreement.

9. In the Metadata tab, enter the appropriate information for the attributes.

10. Select the File Path field to upload the Associated document.

11. Click Create. The Associated Document gets created and the Agreement Details page opens. You can see the Associations here. ICI allows you to assemble both text and images in the Association file in the main Agreement document.

Note: The Association count on the left pane of the Agreement Details page gets incremented as soon as the Association is created.

Using parent’s Organization Unit path when creating associated document

During creation, the organization unit path of the parent document will be displayed by default as the org path for the associated document, thus improving the usability.

For example, if the organization unit path of the logged in user is /Icertis, but the path of the parent agreement is /Icertis/autoproducts, then the associated document now displays the parent entity’s path i.e. /Icertis/autoproducts. Hence, both parent and child documents have the same organization unit path at the time of creation as well as updation.

This is applicable to the following associations:

Import of Association (Line item)
Auto Attachment Association
Obligation/Fulfillment (Association of Association)

The existing event rules apply for the association creation and changes made to org path via event rules are captured in the History.

Assembly of Associated documents based on a defined order

ICI enables users to define the format for assembly of associations tagged as a Table or file in the main Agreement using Saved Search. This is accomplished by tagging Saved Searches of associated documents in an agreement.

Defining the order of Associated documents using Save Search

To define the order of associations using Saved Search:
1. Click Search. The Search window opens.

2. Select Obligation from the Please select Entities to search drop-down list.

3. Click the search icon to search all Obligation. All Obligations are displayed.

4. Click Select Columns to add columns as per requirement for example, Team Member: User Name. The Select Columns window opens.

5. Click Apply.
6. Enter a category or select one from the Categories drop-down. For example, Created By.
7. Select the checkbox next to the users for which you want to view the Obligation. For example, Configuration Admin. All Agreements created by the Configuration Admin are displayed.
8. Click the Save Search icon. The Save Search window opens.

9. Enter a name in the Save search as field. For example, Total number of Obligations.

10. Toggle Yes for the Global Search field.
11. Toggle Yes for the Dashboard Tile field.
12. Enter a name in the Dashboard Tile Name field. For example, Total number of Obligations.
13. Click Save. The Information window opens indicating that search is saved as Total number of Obligations.

14. Click Ok to save the search.

Tagging of Associated Documents in the Agreement Template with Saved Search

1. Log on to Icertis Experience for Word to create an agreement template.
2. Click Create to create a Template.
3. Select the contract type. For example, MSA_OM. The MSA_OM has Obligation as Associated Contract Type.
4. Enter a name for the template. For example, MSA_template.
5. Click Save. The template is saved.
6. Click the Library tab.
7. Click the Associations button.
8. Click the more actions icon. A window opens with options such as Add as file, Add as file with page break, Add as table, Add as table with page break and Add with Saved Search.
9. Click Add with Saved Search. The Select Saved Search and tag window opens.
10. Select Total number of Obligations from the drop-down list.
11. Click Add as table to add associations as a table.
12. The Obligation added to document window opens.
13. Click Save. The template is saved.
14. In the Agreement details page of ICI, let us now add some Obligations. For example, Trojan, Trojan 2 and Trojan 3.
15. Go to the Saved Searches (Total number of Obligations) and sort the Obligations of based on the descending order of End date column.

16. Click the Save Search icon to save the revised Saved Searches.
17. Click Assemble Contract on the Agreement Details page to assemble the associated document as per the revised Saved Searches.

18. Click Preview.

19. Associated documents are sorted based on the Saved Searches.

Note: The Revised order of associations is visible by clicking the following buttons on the agreement Details page: Upload Document, Assemble Contract and Send For Approval.

Understanding Multi-Party Agreements

Additional platform support for Associations have been added. These enhancements support full platform functionality for Association metadata that was previously available only for Agreement metadata. The additional enhancements fall into three main areas:

Ability to use Association Attributes in Rules
Ability to tag Association Attributes in Agreement and Clause Templates
Ability to use faceted search for Association Attributes from the main Search page
Ability to compare Association tagged as a table across versions

One of the primary functional drivers for these new capabilities is to enable full functionality for Multi-party Agreements.

Making the Association type itself available while selecting Attributes

Building on the functionality around one-to-many relationships in Associations, ICI provides the ability to reference Association counts in Rule criteria. Since Rules can now be written for individual Attributes of an Association, it enables Admins to write Rules based on the count of Associations that have been added of a specific type. All attributes for Associations are available for the given Rule conditions and every Association has a specific sequence number so that the metadata of that sequence is tagged in the Template. You can search selected values of an Agreement or an Associated Document. For a multi-division Agreement, ICI supports writing Rules based on individual instances of the multi-value attributes.

When Rules are written based on the Attributes of the Association, the rules support tagging of the Metadata that belongs to the association. The associations may either be parent-child or peer. After the content control tag is entered, the value of the associated instances’ metadata is placed in the content control as shown in the example below.

Introducing a Content Control tag for Association Metadata

You can create a saved search to get the Association attribute and assemble it in the Agreement. You can sort any of the available columns. The name of the saved search is used to tag that association’s Metadata into the Template. This feature works only on Publish Agreement and Edit Agreement.

These changes to the attribute are done by editing the content control in Word manually. The example below shows the content control tag.

Note: This is not available in ICI Word Add-in.

Example:

Editing a content control tag

To tag the association’s metadata to the clause, edit the control tag as follows:

ICMAssociation|AssociationSavedSearchName{0}.ICMClientContactPerson

where,

The selected Contact Person from the Contract Party association’s sequence is 1.
The index is a zero based index. 0 means 1^st instance, 1 means 2^nd instance, and so on.

The sample content control will look as follows:

Click here to enter text.

Adding a content control tag

Check if the Developer ribbon is available in the Word menu. To enable it, go to:

File -> Options -> Customize Ribbon -> Enable Developer

Select Plain Text Content Control -> Properties and add the attribute’s display name in the Title.

Create an Associated Document (multi-party agreement) - Adding a Content Control Tag

Add ICMAssociation|AssociationSavedSearchName{index}.{Attribute’s Technical Name}

where,

ICMAssociation: This is static and does not change.
AssociationSavedSeachName: As explained above.
Index: This is a zero based index. 0 means 1^st instance, 1 means 2^nd instance, and so on.
Attribute’s Technical Name: The technical name of the attribute of Association, such as, ICMCountryName, ICMPartyName, and so on.

Comparing Association tagged as a table across Agreement versions

The functionality of alerting users on redlining of changes in Association tagged as a table is visible through the Versions tab of the Agreement document. Let’s see an example where the user edits a table tagged as Association and then uploads a revised Agreement to ICI and how ICI alerts the user regarding the changes made in the table tagged as an Association.

To edit an existing Agreement where a table is tagged as an Association:

1. Click the Agreement Management tile on the Home page. The Agreement Management page opens.
2. Click the View Record icon next to the Agreement in which you want to edit the Associated Document table. The Agreement Details page opens. For example, Main Sales Order 2.

3. Click Download to download the Agreement. The Agreement gets downloaded in Microsoft Word document (.Docx) format.
4. Edit the Associated Document table. For example, let’s remove existing numbers 83, 67, and 75 from the cells of the Display Label column of Line Item: Table1.

5. Click Save.
6. Click Upload Document in ICI. The Upload Document window opens.
7. Click Select File to select the revised Template.
8. Click Upload File to upload the revised file. The Please Confirm window opens with a message Changes in Association Table(s).

9. Click the Show Changes link to view the changes made in the Association Tables. The Association Tables window opens highlighting the removed values (83,67 and 75) in the Display Labelcolumn.

Legends:

Note: Deviation tracking and reverse sync of the changed table data to the respective Association instances is not supported. Icertis Experience for Word supports this capability unlike ICI .Net Add-in but provides limited information. Table comparison is only shown when cell values get changed not when empty cells get added or removed.

10. Click Cancel to return to the Please Confirm window.
11. Click Yes to upload the revised Associated Document.

12. Click the Versions tab to view the different Agreement documents with revised Associated tables.

13. Click the Show All Details link to view the changes in the Association Table(s).

Note: A user can also able to view the changes in the Versions tab on performing actions like Assemble Contract or Send For Approval on the Agreement Details page.

When modifications are made using the Icertis Experience for Word, a user can view the changes in the Associated table of the published Agreement.

'

Note: Users can view limited information in Icertis Experience for Word like changes made in an Association table unlike the detailed changes available in ICI web.

To view Associated table changes through Icertis Experience for Word

When modifications are made using the Icertis Experience for Word, a user can view the changes in the Associated table of the published Agreement.

Note: Users can view limited information in Icertis Experience for Word like changes made in an Association table unlike the detailed changes available in ICI web.

Highlighting changes in Associations tagged as a file

ICI alerts the user and presents a summary of any text that is added or modified in association(s) tagged as file(s).

The following actions take place as soon as a new agreement version is uploaded:

The version being uploaded is compared with the latest version available in ICI
A window is displayed alerting the changes made in associations

Note: The user can also view the changes in the association by clicking the View all modifications button for a published agreement using Icertis Experience for Word

Highlighting changes in Associations using Icertis Experience for Word

To view changes in Associations tagged as a file:
1. Click Download in ICI. The agreement document is downloaded.
2. Click Enable Editing to edit the agreement document.
3. Log on to Icertis Experience for Word.
4. Edit the agreement document. For example, let us edit Annexure2, which is tagged as an association as a file.
5. Click Publish. The Publish Agreement window opens.

6. Enter a note.

7. Click Save. A validation message window opens indicating the warnings or errors so that you can take appropriate actions to proceed.

8. Click View all modifications. The ICI Web page opens displaying the modifications made in the association files. For example, Annexure2 association files.

As per release 7.10, “View All Modifications” was being shown in popup window, but from 7.11 it will be opened in default browser set by respective users on their machine.

9. Click Download Comparison to view the comparison between the previous agreement version and the current version. This document highlights the modifications made.

10. Go to Icertis Experience for Word.
11. Click Yes to continue uploading the document.

Highlighting changes in Associations using ICI

1. Click Download in ICI. The agreement document is downloaded.
2. Click Enable Editing to edit the agreement document.
3. Log on to Icertis Experience for Word.
4. Edit the agreement document. For example, let us edit Annexure2, which is tagged as an association as a file.

5. Save the agreement document.
6. Click Upload Document. The Upload Document window opens.
7. Click Select File. For example, ICISaasAgreement.Docx.

8. Click Upload File. The Please Confirm window opens indicating the changes in the Association File(s).

9. Click Download Comparison to view the comparison between the latest available version of the agreement and the version being uploaded. This document highlights the modifications made.

10. Click Yes to continue uploading the document.

11. Click Show All Details on the Versions tab.

The Details window opens indicating that the Association file has been modified.

Approving an Associated Document

When the Associated Document is created, the approval rule triggers, and the document is sent to the approvers that are set by the approver rule. If you are an approver, you can approve or reject the associated document.

To approve an Associated Document:

1. Click the Tasks tile on the Home page. The User Tasks page opens.

2. Click the Association name link that you want to approve. The Associated Document Details page opens.

3. To Approve the document, click Approve. To reject the document, click Reject. A notification is sent to the Primary and Secondary Owner of the document every time an approver approves or rejects a document.

4. If you click:

Approve: The Add Note window opens. Type your comments and then click Add. The associated document gets approved.
Reject: The Add Note window opens. Type your comments, select the appropriate reason code, and then click Add. The Associated Document gets rejected and goes into the Draft state.

The Approval Rule is triggered when the Associated document is created and the document is sent to the approvers set by the approval rule. The Primary Owner can recall the Association that is in Waiting for Approval state to stop the approval workflow and add a note to specify the reason, by clicking the Recall button.

You can enable, disable, reassign, or remove approvers using the respective buttons from the Team tab of the Association after it is created. This can be done for the Associations that are in Approved or Waiting for Approval states.

If you are an approver of the Associations for Agreements and Amendments, you can request more information for an Association that is in Waiting for Approval state using the Need More Info button. You can also remove yourself as an Approver using the Remove Mebutton for an Association that is Waiting for Approval.

@@ Line 39: / Line 39: @@
 **...* - Suffix * to the search term. It shows existing Associated Documents that start with this term.
 <div class="image-green-border">[[File:Create an associated document lookup search window 7.8 gr actions Home.png|720px|Create an associated document lookup search window 7.8 gr action.png]]</div>
+&nbsp;
 == Creating&nbsp;an Associated Document ==
@@ Line 82: / Line 84: @@
 === <br/> Defining the order of Associated documents using Save Search ===
-<div class="image-green-border"><br/> To define the order of associations using Saved Search:<br/> 1. '''Click '''''Search''. The ''Search'' window opens.<br/> [[File:Defining the order 01.png|720px|Defining the order 01.png]]&nbsp;</div> <div class="image-green-border"><br/> 2. '''Select''' ''Obligation'' from the ''Please select Entities to search'' drop-down list.&nbsp;<br/> [[File:Defining the order 02.png|720px|Defining the order 02.png]]</div> <div class="image-green-border">&nbsp;<br/> 3. '''Click '''the search icon to search all Obligation. All Obligations are displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Defining the order 03 gr actions.png|720px|Defining the order 03 gr actions.png]]<br/> 4.&nbsp;'''Click''' ''Select Columns'' to add columns as per requirement for example, Team Member: User Name. The ''Select Columns'' window opens. &nbsp;</div> <div class="image-green-border">5. '''Click''' ''Apply''.<br/> 6. '''Enter''' a category or select one from the Categories drop-down. For example, ''Created By''.&nbsp;<br/> 7. '''Select''' the checkbox next to the users for which you want to view the Obligation. For example, Configuration Admin. &nbsp;All Agreements created by the Configuration Admin are displayed.&nbsp;<br/> 8. '''Click''' the Save Search icon. The Save Search window opens.<br/> [[File:Defining the order 04.png|720px|Defining the order 04.png]]&nbsp;</div> <div class="image-green-border"><br/> 9. '''Enter''' a name in the ''Save search as'' field. For example, ''Total number of Obligations''.<br/> [[File:Defining the order 05.png|720px|Defining the order 05.png]]&nbsp;<br/> 10. '''Toggle''' ''Yes ''for the ''Global Search ''field.<br/> 11. '''Toggle''' ''Yes ''for the ''Dashboard Tile'' field.<br/> 12. '''Enter''' a name in the ''Dashboard Tile Name'' field. For example, ''Total number of Obligations''.<br/> 13. '''Click''' ''Save''. The ''Information ''window opens indicating that search is saved as ''Total number of Obligations''.<br/> [[File:Defining the order 06.png|720px|Defining the order 06.png]]&nbsp;</div> <div class="image-green-border"><br/> 14. '''Click''' Ok to save the search.</div>
+<div class="image-green-border"><br/> To define the order of associations using Saved Search:<br/> 1. '''Click '''''Search''. The ''Search'' window opens.</div> <div class="image-green-border"><br/> [[File:Defining the order 01.png|720px|Defining the order 01.png]]&nbsp;</div> <div class="image-green-border"><br/> 2. '''Select''' ''Obligation'' from the ''Please select Entities to search'' drop-down list.&nbsp;</div> <div class="image-green-border"><br/> [[File:Defining the order 02.png|720px|Defining the order 02.png]]</div> <div class="image-green-border">&nbsp;<br/> 3. '''Click '''the search icon to search all Obligation. All Obligations are displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Defining the order 03 gr actions.png|720px|Defining the order 03 gr actions.png]]</div> <div class="image-green-border"><br/> 4.&nbsp;'''Click''' ''Select Columns'' to add columns as per requirement for example, Team Member: User Name. The ''Select Columns'' window opens. &nbsp;</div> <div class="image-green-border">5. '''Click''' ''Apply''.<br/> 6. '''Enter''' a category or select one from the Categories drop-down. For example, ''Created By''.&nbsp;<br/> 7. '''Select''' the checkbox next to the users for which you want to view the Obligation. For example, Configuration Admin. &nbsp;All Agreements created by the Configuration Admin are displayed.&nbsp;<br/> 8. '''Click''' the Save Search icon. The Save Search window opens.</div> <div class="image-green-border"><br/> [[File:Defining the order 04.png|720px|Defining the order 04.png]]&nbsp;</div> <div class="image-green-border"><br/> 9. '''Enter''' a name in the ''Save search as'' field. For example, ''Total number of Obligations''.</div> <div class="image-green-border"><br/> [[File:Defining the order 05.png|720px|Defining the order 05.png]]&nbsp;</div> <div class="image-green-border"><br/> 10. '''Toggle''' ''Yes ''for the ''Global Search ''field.<br/> 11. '''Toggle''' ''Yes ''for the ''Dashboard Tile'' field.<br/> 12. '''Enter''' a name in the ''Dashboard Tile Name'' field. For example, ''Total number of Obligations''.<br/> 13. '''Click''' ''Save''. The ''Information ''window opens indicating that search is saved as ''Total number of Obligations''.</div> <div class="image-green-border"><br/> [[File:Defining the order 06.png|720px|Defining the order 06.png]]&nbsp;</div> <div class="image-green-border"><br/> 14. '''Click''' Ok to save the search.</div>
 &nbsp;
 === Tagging of Associated Documents in the Agreement Template with Saved Search ===
-<div class="image-green-border">1. '''Log on''' to Icertis Experience for Word to create an agreement template.<br/> 2. '''Click''' ''Create ''to create a Template.&nbsp;<br/> 3. '''Select''' the contract type. For example, ''MSA_OM''. The MSA_OM has Obligation as Associated Contract Type.&nbsp;<br/> 4. '''Enter''' a name for the template. For example, ''MSA_template''.<br/> 5. '''Click''' ''Save''. The template is saved.<br/> 6. '''Click''' the ''Library ''tab.<br/> 7. '''Click''' the ''Associations ''button.<br/> 8. '''Click'''&nbsp;the more actions&nbsp;icon. A window opens with options such as Add as file, Add as file with page break, Add as table, Add as table with page break and Add with Saved Search.&nbsp;<br/> 9. '''Click''' ''Add with Saved Search''. The ''Select Saved Search and tag'' window opens.<br/> 10. '''Select''' ''Total number of Obligations'' from the drop-down list.<br/> 11. '''Click''' ''Add as table'' to add associations as a table.<br/> 12. The ''Obligation added to document'' window opens.<br/> 13. '''Click''' ''Save''. The template is saved.&nbsp;<br/> 14. In the Agreement details page of ICI, let us now add some Obligations. For example, ''Trojan'', ''Trojan 2'' and ''Trojan 3''. &nbsp;<br/> 15. Go to the Saved Searches (''Total number of Obligations'') and sort the Obligations of based on the descending order of ''End date'' column.<br/> &nbsp;</div> <div class="image-green-border">[[File:Defining the order 14 gr actions.png|720px|Defining the order 14 gr actions.png]]</div> <div class="image-green-border"><br/> 16. '''Click '''the ''Save Search''&nbsp;icon to save the revised Saved Searches.&nbsp;<br/> 17. '''Click''' ''Assemble Contract'' on the Agreement ''Details ''page to assemble the associated document as per the revised Saved Searches.<br/> [[File:Defining the order 15.png|720px|Defining the order 15.png]]&nbsp;</div> <div class="image-green-border"><br/> 18. '''Click''' ''Preview''.</div> <div class="image-green-border">[[File:Defining the order 16.png|720px|Defining the order 16.png]]<br/> &nbsp;<br/> 19. Associated documents are sorted based on the Saved Searches. &nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note''': The Revised order of associations is visible by clicking the following buttons on the agreement ''Details ''page: ''Upload Document'', ''Assemble Contract'' and ''Send For Approval''.&nbsp;</div>
+<div class="image-green-border">1. '''Log on''' to Icertis Experience for Word to create an agreement template.<br/> 2. '''Click''' ''Create ''to create a Template.&nbsp;<br/> 3. '''Select''' the contract type. For example, ''MSA_OM''. The MSA_OM has Obligation as Associated Contract Type.&nbsp;<br/> 4. '''Enter''' a name for the template. For example, ''MSA_template''.<br/> 5. '''Click''' ''Save''. The template is saved.<br/> 6. '''Click''' the ''Library ''tab.<br/> 7. '''Click''' the ''Associations ''button.<br/> 8. '''Click'''&nbsp;the more actions&nbsp;icon. A window opens with options such as Add as file, Add as file with page break, Add as table, Add as table with page break and Add with Saved Search.&nbsp;<br/> 9. '''Click''' ''Add with Saved Search''. The ''Select Saved Search and tag'' window opens.<br/> 10. '''Select''' ''Total number of Obligations'' from the drop-down list.<br/> 11. '''Click''' ''Add as table'' to add associations as a table.<br/> 12. The ''Obligation added to document'' window opens.<br/> 13. '''Click''' ''Save''. The template is saved.&nbsp;<br/> 14. In the Agreement details page of ICI, let us now add some Obligations. For example, ''Trojan'', ''Trojan 2'' and ''Trojan 3''. &nbsp;<br/> 15. Go to the Saved Searches (''Total number of Obligations'') and sort the Obligations of based on the descending order of ''End date'' column.<br/> &nbsp;</div> <div class="image-green-border">[[File:Defining the order 14 gr actions.png|720px|Defining the order 14 gr actions.png]]</div> <div class="image-green-border"><br/> 16. '''Click '''the ''Save Search''&nbsp;icon to save the revised Saved Searches.&nbsp;<br/> 17. '''Click''' ''Assemble Contract'' on the Agreement ''Details ''page to assemble the associated document as per the revised Saved Searches.</div> <div class="image-green-border"><br/> [[File:Defining the order 15.png|720px|Defining the order 15.png]]&nbsp;</div> <div class="image-green-border"><br/> 18. '''Click''' ''Preview''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Defining the order 16.png|720px|Defining the order 16.png]]<br/> &nbsp;<br/> 19. Associated documents are sorted based on the Saved Searches. &nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note''': The Revised order of associations is visible by clicking the following buttons on the agreement ''Details ''page: ''Upload Document'', ''Assemble Contract'' and ''Send For Approval''.&nbsp;</div>
 &nbsp;
@@ Line 120: / Line 122: @@
 ==== ''Editing a content control tag'' ====
-#1. To tag the association’s metadata to the clause, edit the control tag as follows:
+#To tag the association’s metadata to the clause, edit the control tag as follows:
-ICIAssociation I AssociationSavedSearchName{0}. ICIClientContactPerson
+ICMAssociation|AssociationSavedSearchName{0}.ICMClientContactPerson
 where,
-*the selected Contact Person from the Contract Party association’s sequence is 1.
+*The selected Contact Person from the Contract Party association’s sequence is 1.
 *The index is a zero based index. 0 means 1<sup>st</sup>&nbsp;instance, 1 means 2<sup>nd</sup>&nbsp;instance, and so on.
 <ol start="2">
@@ Line 136: / Line 138: @@
 ==== ''Adding a content control tag'' ====
-#Check if the Developer ribbon is available in the Word menu. To enable it, go to:
+#'''Check''' if the Developer ribbon is available in the Word menu. To enable it, go to:
 ''&nbsp; &nbsp; &nbsp; &nbsp; File -> Options -> Customize Ribbon -> Enable Developer''
@@ Line 143: / Line 145: @@
 </ol>
 <div class="image-green-border">[[File:Adding a Content Control Tag.png|Create an Associated Document (multi-party agreement) - Adding a Content Control Tag]]</div> <ol start="3">
-<li>Add&nbsp;ICIAssociation|AssociationSavedSearchName{index}.{Attribute’s Technical Name}</li>
+<li>Add&nbsp;ICMAssociation|AssociationSavedSearchName{index}.{Attribute’s Technical Name}</li>
 </ol>
 where,
-*ICIAssociation:&nbsp;This is static and does not change.
+*ICMAssociation:&nbsp;This is static and does not change.
 *AssociationSavedSeachName: As explained above.
 *Index: This is a zero based index. 0 means 1<sup>st</sup>&nbsp;instance, 1 means 2<sup>nd</sup>&nbsp;instance, and so on.
-*Attribute’s Technical Name: The technical name of the attribute of Association, such as, ICICoutryName, ICIPartyName, and so on.
+*Attribute’s Technical Name: The technical name of the attribute of Association, such as, ICMCountryName, ICMPartyName, and so on.
-&nbsp;
 &nbsp;
@@ Line 169: / Line 169: @@
 .&nbsp;&nbsp;'''Click '''''Save''.<br/> 6.&nbsp; '''Click '''''Upload Document'' in ICI. The ''Upload Document'' window opens.<br/> 7.&nbsp; '''Click''' ''Select File'' to select the revised Template. &nbsp;<br/> 8.&nbsp; '''Click''' ''Upload File'' to upload the revised file. The ''Please Confirm'' window opens with a message ''Changes in Association Table(s)''.
 <div class="image-green-border">[[File:8-Ass.PNG|720px|RTENOTITLE]]&nbsp;<br/> &nbsp;<br/> 9.&nbsp; '''Click '''the ''Show Changes'' link to view the changes made in the ''Association Tables''. The ''Association Tables'' window opens highlighting the removed values (83,''67 and 75) &nbsp;in the ''Display Label''column.&nbsp;''</div> <div class="image-green-border"><br/> ''[[File:9-Ass.PNG|720px|RTENOTITLE]]<br/> &nbsp;''<br/> '''Legends:'''<br/> <br/> '''''[[File:9-Ass-2.PNG|720px|RTENOTITLE]]'''''</div> <div class="image-green-border">''&nbsp;''</div> <div class="note-box">'''Note''': Deviation tracking and reverse sync of the changed table data to the respective Association instances is not supported. Icertis Experience for Word&nbsp;supports this capability unlike ICI .Net Add-in but provides limited information. Table comparison is only shown when cell values get changed not when empty cells get added or removed.</div> <div class="image-green-border"><br/> 10.&nbsp; '''Click '''''Cancel'' to return to the ''Please Confirm'' window.&nbsp;<br/> 11.&nbsp; '''Click''' ''Yes'' to upload the revised Associated Document.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">''[[File:11-Ass.PNG|720px|11-Ass.PNG]]''</div> <div class="image-green-border"><br/> 12.&nbsp; '''Click '''the ''Versions'' tab to view the different Agreement documents with revised Associated tables.<br/> ''&nbsp;<br/> [[File:12-Ass.PNG|720px|RTENOTITLE]]<br/>  ''<br/> 13.&nbsp; '''Click''' the ''Show All Details'' link to view the changes in the ''Association Table(s)''.&nbsp;</div> <div class="image-green-border">''&nbsp;''</div> <div class="note-box">'''Note''':&nbsp;A user can also able to view the changes in the ''Versions'' tab on performing actions like ''Assemble Contract'' or ''Send For Approval'' on the Agreement ''Details'' page. &nbsp;</div> <div class="image-green-border">''&nbsp;''</div> <div class="image-green-border">When modifications are made using the Icertis Experience for Word, a user can view the changes in the Associated table of the published Agreement.</div> <div class="image-green-border">''&nbsp;''''&nbsp;'''''</div> <div class="note-box">Note''':&nbsp;Users can view limited information in Icertis Experience for Word like changes made in an Association table unlike the detailed changes available in ICI web.&nbsp;'''</div>
+&nbsp;
 === To view Associated table changes through Icertis Experience for&nbsp;Word ===
 When modifications are made using the Icertis Experience for&nbsp;Word, a user can view the changes in the Associated table of the published Agreement.
 <div class="note-box">'''Note''': Users can view limited information in Icertis Experience for Word&nbsp;like changes made in an Association table unlike the detailed changes available in ICI web.</div>
+&nbsp;
 == Highlighting changes in Associations tagged as a file ==
@@ Line 180: / Line 184: @@
 *A window is displayed alerting the changes made in associations
 <div class="note-box">'''Note''': The user can also view the changes in the association by clicking the View all modifications button for a published agreement using Icertis Experience for Word</div>
+&nbsp;
 === Highlighting changes in Associations using Icertis Experience for Word ===
@@ Line 188: / Line 194: @@
 . '''Click '''''Download ''in ICI. The agreement document is downloaded.<br/> 2. '''Click''' ''Enable Editing'' to edit the agreement document.<br/> 3. '''Log on''' to Icertis Experience for Word.&nbsp;<br/> 4. '''Edit''' the agreement document. For example, let us edit ''Annexure2'', which is tagged as an association as a file.
 <div class="image-green-border">[[File:7.11 document validation 6.png|720px|7.11 document validation 6.png]]<br/> &nbsp;<br/> 5. '''Save''' the agreement document.<br/> 6. '''Click '''''Upload Document''. The ''Upload Document ''window opens.<br/> 7. '''Click''' ''Select File''. For example, ''ICISaasAgreement.Docx''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 7.png|720px|7.11 document validation 7.png]]<br/> &nbsp;<br/> 8. '''Click '''''Upload File''. The ''Please Confirm'' window opens indicating the changes in the Association File(s).</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 8.png|720px|7.11 document validation 8.png]]</div> <div class="image-green-border">&nbsp;<br/> 9. '''Click '''''Download Comparison'' to view the comparison between the latest available version of the agreement and the version being uploaded. This document highlights the modifications made.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 5.png|720px|7.11 document validation 5.png]]&nbsp;</div> <div class="image-green-border"><br/> 10. '''Click '''''Yes ''to continue uploading the document.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 10.png|720px|7.11 document validation 10.png]]<br/> &nbsp;<br/> 11. '''Click '''''Show All Details'' on the ''Versions ''tab.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 11 home.png|720px|7.11 document validation 11.png]]<br/> &nbsp;<br/> The ''Details ''window opens indicating that the Association file has been modified.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.11 document validation 12.png|720px|7.11 document validation 12.png]]</div>
+&nbsp;
 == Approving&nbsp;an Associated Document ==

Contents

Association Management[edit]

Searching an Associated Document[edit]

Creating an Associated Document[edit]

Using parent’s Organization Unit path when creating associated document[edit]

Assembly of Associated documents based on a defined order [edit]

Defining the order of Associated documents using Save Search[edit]

Tagging of Associated Documents in the Agreement Template with Saved Search[edit]

Understanding Multi-Party Agreements[edit]

Making the Association type itself available while selecting Attributes[edit]

Introducing a Content Control tag for Association Metadata[edit]

Editing a content control tag[edit]

Adding a content control tag[edit]

Comparing Association tagged as a table across Agreement versions[edit]

To view Associated table changes through Icertis Experience for Word[edit]

Highlighting changes in Associations tagged as a file[edit]

Highlighting changes in Associations using Icertis Experience for Word[edit]

Highlighting changes in Associations using ICI[edit]

Approving an Associated Document[edit]

Revision as of 15:29, 11 January 2021

Contents

Association Management

Searching an Associated Document

Creating an Associated Document

Using parent’s Organization Unit path when creating associated document

Assembly of Associated documents based on a defined order

Defining the order of Associated documents using Save Search

Tagging of Associated Documents in the Agreement Template with Saved Search

Understanding Multi-Party Agreements

Making the Association type itself available while selecting Attributes

Introducing a Content Control tag for Association Metadata

Editing a content control tag

Adding a content control tag

Comparing Association tagged as a table across Agreement versions

To view Associated table changes through Icertis Experience for Word

Highlighting changes in Associations tagged as a file

Highlighting changes in Associations using Icertis Experience for Word

Highlighting changes in Associations using ICI

Approving an Associated Document

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Search