From ICIHelp7.15
| Line 1: | Line 1: | ||
| − | + | = Add a Rule Based Clause = | |
| − | + | Using the ICM Word Add-in, you can add a rule based clause to a template. You need to create a template before adding a rule based clause to the same. | |
| − | + | '''Create a Template. Add a Rule based clause to the template.''' | |
| − | + | To add a rule based clause to a template, you need to tag attributes and clauses: | |
| − | : | + | :1. In '''ICM Word Add-in''', open the template '''to which you want to add attributes'''. |
| − | : | + | :2. In the '''Template''' pane on the right side of the template, on the '''Attributes''' tab, right-click the '''attribute you want to add''' to the template, and then click '''Add'''. |
| − | : | + | :The attribute appears on the template. |
| − | + | '''Tagging Clauses''' | |
| − | : | + | :3. Click '''Library Clauses'''. All the clauses relevant to the selected contract type appear. The Library Clauses tab shows the search box that enables you to search clauses.<br/> |
| − | + | [[File:Library clauses.jpg]] | |
| | ||
| − | : | + | :4. Place the cursor in the area where you want to add the clause, right-click the clause you want to add to the template, and click '''Add'''. Click '''Clause'''. The '''Clause successfully added''' message appears. Click '''OK'''. |
| − | <br/ | + | <br/> [[File:Add clause.png|RTENOTITLE]] |
| − | + | Similarly, you can '''add clauses''' from the '''Agreement Clauses''' tab and the '''Parent Agreement Clauses''' tab. | |
{| class="wikitable" | {| class="wikitable" | ||
|- | |- | ||
| − | | | + | | '''Note''': The '''Agreement Clauses''' tab displays all the clauses that are created for the selected contract type.<br/> The '''Parent Agreement Clauses''' tab displays all the clauses that are created for the agreement that is parent to the selected agreement template. |
|} | |} | ||
| − | : | + | :5. On the '''ICM''' tab, in the '''Signatory''' group, click '''Signatory'''. The '''Signatory''' tab appears. |
| − | : | + | :6. Under '''Internal Signatories'''/'''External Signatories''', right-click appropriate signatory, and then click '''Add'''.<br/> Follow the same procedure to add date. |
| − | : | + | :7. After adding all the required details, click '''Update''' to update the template. |
| − | + | ||
| − | + | ||
Revision as of 00:57, 21 January 2018
Add a Rule Based Clause
Using the ICM Word Add-in, you can add a rule based clause to a template. You need to create a template before adding a rule based clause to the same.
Create a Template. Add a Rule based clause to the template.
To add a rule based clause to a template, you need to tag attributes and clauses:
- 1. In ICM Word Add-in, open the template to which you want to add attributes.
- 2. In the Template pane on the right side of the template, on the Attributes tab, right-click the attribute you want to add to the template, and then click Add.
- The attribute appears on the template.
Tagging Clauses
- 3. Click Library Clauses. All the clauses relevant to the selected contract type appear. The Library Clauses tab shows the search box that enables you to search clauses.
- 4. Place the cursor in the area where you want to add the clause, right-click the clause you want to add to the template, and click Add. Click Clause. The Clause successfully added message appears. Click OK.
Similarly, you can add clauses from the Agreement Clauses tab and the Parent Agreement Clauses tab.
| Note: The Agreement Clauses tab displays all the clauses that are created for the selected contract type. The Parent Agreement Clauses tab displays all the clauses that are created for the agreement that is parent to the selected agreement template. |
- 5. On the ICM tab, in the Signatory group, click Signatory. The Signatory tab appears.
- 6. Under Internal Signatories/External Signatories, right-click appropriate signatory, and then click Add.
Follow the same procedure to add date.
- 7. After adding all the required details, click Update to update the template.
