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*upload an existing template in ICM through [[Upload_a_Template_in_ICM|Create Template Page]].  
 
*upload an existing template in ICM through [[Upload_a_Template_in_ICM|Create Template Page]].  
  
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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The template for agreement is created using ICM Word add-in, tough there is a '''Create Template''' tile in '''ICM application''' but the preferred method of creating a template is using ICM’s Microsoft Word Add-In. See [[Word_add-in_Windows|Working with ICM Word add-in]] for more details.
  
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.
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'''Related Topics:'''
== <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>
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== <font face="Segoe UI">Edit a Template</font> ==
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Revision as of 10:47, 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:

The template for agreement is created using ICM Word add-in, tough there is a Create Template tile in ICM application but the preferred method of creating a template is using ICM’s Microsoft Word Add-In. See Working with ICM Word add-in for more details.

 

Related Topics: