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= Template Management = | = Template Management = | ||
| − | The Template is a framework that represents a standard layout for a Contract/Agreement. The Template Management Tile enables you to manage all aspects of creating and editing templates from a single page. | + | The Template is a framework that represents a standard layout for a Contract/Agreement. The Template Management Tile enables you to manage all aspects of creating and editing templates from a single page. From here, you can: |
| − | + | *view and manage all your templates on the [[Templates|Template Page]]. | |
| + | *upload an existing template in ICM through [[Upload_a_Template_in_ICM|Create Template]]. | ||
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. | 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. | ||
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== <font face="Segoe UI">Create a Template using Microsoft Word</font> == | == <font face="Segoe UI">Create a Template using Microsoft Word</font> == | ||
Revision as of 08:26, 2 May 2017
Template Management
The Template is a framework that represents a standard layout for a Contract/Agreement. The Template Management Tile enables you to manage all aspects of creating and editing templates from a single page. From here, you can:
- view and manage all your templates on the Template Page.
- upload an existing template in ICM through Create Template.
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:
Create a Template using Microsoft Word
Install ICM Word Add-in
Create a Template in ICM Word Add-in
