From ICIHelp7.15
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| − | + | = <font face="Segoe UI">Template Management</font> = | |
| − | A template is a framework that represents a standard layout for a Contract/Agreement. In ICM, you can create templates by adding information such as attributes, clauses, team members, and then use these templates to create agreements. It is one of the key tasks as it forms the basis of agreement creation process. < | + | <font face="Segoe UI">A template is a framework that represents a standard layout for a Contract/Agreement. In ICM, you can create templates by adding information such as attributes, clauses, team members, and then use these templates to create agreements. It is one of the key tasks as it forms the basis of agreement creation process.</font> |
| − | While creating a template, you can define its validity. This ensures periodic review of the content and language to keep it in line with changing business requirements.< | + | <font face="Segoe UI">While creating a template, you can define its validity. This ensures periodic review of the content and language to keep it in line with changing business requirements.</font> |
| − | Using the '''Templates''' feature, you can perform the following tasks: < | + | <font face="Segoe UI">Using the '''Templates''' feature, you can perform the following tasks:</font> |
| − | == | + | == <font face="Segoe UI">Search a Template</font> == |
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| − | = | + | <font face="Segoe UI">[[Search_a_Template|Search a Template]]</font> |
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| − | == | + | == <font face="Segoe UI">Upload a Template in ICM</font> == |
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| − | = | + | <font face="Segoe UI">[[Upload_a_Template_in_ICM|Upload a Template in ICM]]</font> |
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| − | == | + | == <font face="Segoe UI">Create a Template using Microsoft Word</font> == |
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| + | <font face="Segoe UI">[[Install_ICM_Word_Add-in|Install ICM Word Add-in]]<br/> [[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICM Word Add-in]]</font> | ||
| + | == <font face="Segoe UI">Approve/Reject a Template</font> == | ||
| + | <font face="Segoe UI">[[Send_a_Template_for_Approval|Send a Template for Approval]]<br/> [[Approve/Reject_a_Template|Approve/Reject a Template]]</font> | ||
| + | == <font face="Segoe UI">Edit a Template</font> == | ||
| − | </font> | + | <font face="Segoe UI">[[Edit_a_Template_in_ICM|Edit a Template in ICM]]<br/> [[Edit_a_Template_in_ICM_Word_Add-in|Edit a Template in ICM Word Add-in]]<br/> [[Add_a_Rule_Based_Clause|Add a Rule Based Clause]]</font> |
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Revision as of 06:33, 5 March 2017
Contents
Template Management
A template is a framework that represents a standard layout for a Contract/Agreement. In ICM, you can create templates by adding information such as attributes, clauses, team members, and then use these templates to create agreements. It is one of the key tasks as it forms the basis of agreement creation process.
While creating a template, you can define its validity. This ensures periodic review of the content and language to keep it in line with changing business requirements.
Using the Templates feature, you can perform the following tasks:
Search a Template
Upload a Template in ICM
Create a Template using Microsoft Word
Install ICM Word Add-in
Create a Template in ICM Word Add-in
Approve/Reject a Template
Send a Template for Approval
Approve/Reject a Template
Edit a Template
Edit a Template in ICM
Edit a Template in ICM Word Add-in
Add a Rule Based Clause
