• • ICM Dashboard
  • • View Dashboard
  • • Edit KPI Tiles on Dashboard
• • Requests
  • • Search an Existing Request
  • • View Request Status
  • • Create a Request
    • • Create a New Request
    • • Copy an Existing Request
    • • Download and Print Request Information
  • • Review and Approve/Reject a Request
    • • Send a Request for Review
    • • Review a Request
    • • Send a Request for Approval
    • • Approve a Request
    • • Add Notes
  • • Edit a Request
• • Agreements
  • • Search Contracts/Agreements
    • • Search Contracts/Agreements
    • • Create Smart Links
    • • Save Your Search Results
  • • Create a Contract/Agreement
    • • Create a Fresh Contract/Agreement
    • • Create a Contract/Agreement from Contract Request
    • • Copy an Existing Agreement
    • • Add Supporting Documents to Your Contract/Agreement
    • • Add Commitments to Your Contract/Agreement
    • • Set Auto-Expiry of a Contract/ Agreement
    • • Download and Print Contract/Agreement Information
    • • Send a Message
  • • Edit a Contract/Agreement
  • • Delete a Contract/Agreement
    • • Delete a Contract/Agreement
    • • Cancel a Contract/Agreement
        
  • • Add Team to Your Contract/Agreement
    • • Add and Remove Approvers
    • • Enable and Disable Approvers
  • • Review and Approve/Reject a Contract/Agreement
    • • Send a Contract/Agreement for Review
    • • Review a Contract/Agreement
    • • Approve a Contract/Agreement
    • • Reject a Contract/Agreement
    • • Add Notes
    • • Delegate an Agreement Approval/Review
  • • Deviation in Clauses
    • • Review Deviated Clauses
    • • Approve Deviated Clauses
    • • Add Manual Deviation
  • • Execute a Contract/Agreement
    • • Fulfil a Commitment
    • • Send an Agreement to External/Third Party Signature
    • • Electronic Signature for Own Paper
    • • Electronic Signature for Third Party Paper
    • • Manual Signature
  • • Terminate a Contract/Agreement*
    • • Post - Execution Review of an Agreement/Contract*
    • • Terminate an Agreement
  • • Add Amendment to a Contract/Agreement
  • • Upload Agreements Using MS Excel
    • • Install ICM Excel Add-In
    • • Log In to ICM Excel Add-In
    • • Upload Agreements Using ICM Bulk Insert
• • Notifications
  • • Notification Tabs
  • • View Notifications
• • Reports
  • • Types of Reports
  • • Generate a Report
• • Contract Types
  • • Search a Contract Type
  • • Create a Contract Type
    • • Create a Structure of Supporting Documents for a Contract/Agreement
    • • Create a Structure of a Contract/Agreement
    • • Create a Structure of a Contract Request
    • • Create a Structure of Masterdata
  • • Approve/Reject a Contract Type
    • • Send the Contract Type for Approval
    • • Approve/Reject a Contract Type
    • • Publish a Contract Type
  • • Edit a Contract Type
• • Clauses
  • • Search a Clause
  • • Create a Clause
  • • Approve/Reject a Clause
    • • Send a Clause for Approval
    • • Approve/Reject a Clause
  • • Edit a Clause*
• • Templates
  • • 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
• • Administrator
  • • Manage Organization Data
  • • Organization Structure
    • • Add and Organization Unit
  • • Organization Groups
    • • Search an Organization Group
    • • Create an Organization Group
  • • User Management
    • • Create a New User
    • • Provision for a User
    • • Edit an Existing User
    • • De-provision a User
    • • Replace a User
    • • Re-provision for a User
  • • User Groups
    • • Search a User Group
    • • Create a User Group
  • • View and Edit User Roles*
  • • View and Edit User Role Action Mapping*
  • • Security Groups
    • • Search a Security Group
    • • Create a Security Group
    • • Edit a Security Group
  • • Edit Application Settings
  • • Notification Settings*
    • • Create Notification Categories
    • • Edit Notification Categories
    • • Create a Subscription
    • • Edit a Subscription
  • • Currencies
    • • Search a Currency
    • • Create a Currency
    • • Edit a Currency
  • • Reasons
    • • Search a Reason
    • • Create a Reason
    • • Edit a Reason
• • Setup
  • • Attribute
    • • Add an Attribute
    • • Edit an Attribute
  • • Rule
    • • Create a Rule
    • • View/Edit Rules
    • • Create a Contract Type Selection Rule
    • • Create a Template Selection Rule
    • • Create an Approval Rule
    • • Create a Dynamic Attribute Rule
    • • Create a Dynamic Association Rule
    • • Create an Event Rule
    • • Create a Contract Admin Rule
    • • Create a Notification Rule
  • • Masterdata
    • • Create Masterdata
    • • Search Masterdata
    • • Edit Masterdata

• • ICM Dashboard
  • • View Dashboard
  • • Edit KPI Tiles on Dashboard
• • Requests
  • • Search an Existing Request
  • • View Request Status
  • • Create a Request
    • • Create a New Request
    • • Copy an Existing Request
    • • Download and Print Request Information
  • • Review and Approve/Reject a Request
    • • Send a Request for Review
    • • Review a Request
    • • Send a Request for Approval
    • • Approve a Request
    • • Add Notes
  • • Edit a Request
• • Agreements
  • • Search Contracts/Agreements
    • • Search Contracts/Agreements
    • • Create Smart Links
    • • Save Your Search Results
  • • Create a Contract/Agreement
    • • Create a Fresh Contract/Agreement
    • • Create a Contract/Agreement from Contract Request
    • • Copy an Existing Agreement
    • • Add Supporting Documents to Your Contract/Agreement
    • • Add Commitments to Your Contract/Agreement
    • • Set Auto-Expiry of a Contract/ Agreement
    • • Download and Print Contract/Agreement Information
    • • Send a Message
  • • Edit a Contract/Agreement
  • • Delete a Contract/Agreement
    • • Delete a Contract/Agreement
    • • Cancel a Contract/Agreement
        
  • • Add Team to Your Contract/Agreement
    • • Add and Remove Approvers
    • • Enable and Disable Approvers
  • • Review and Approve/Reject a Contract/Agreement
    • • Send a Contract/Agreement for Review
    • • Review a Contract/Agreement
    • • Approve a Contract/Agreement
    • • Reject a Contract/Agreement
    • • Add Notes
    • • Delegate an Agreement Approval/Review
  • • Deviation in Clauses
    • • Review Deviated Clauses
    • • Approve Deviated Clauses
    • • Add Manual Deviation
  • • Execute a Contract/Agreement
    • • Fulfil a Commitment
    • • Send an Agreement to External/Third Party Signature
    • • Electronic Signature for Own Paper
    • • Electronic Signature for Third Party Paper
    • • Manual Signature
  • • Terminate a Contract/Agreement*
    • • Post - Execution Review of an Agreement/Contract*
    • • Terminate an Agreement
  • • Add Amendment to a Contract/Agreement
  • • Upload Agreements Using MS Excel
    • • Install ICM Excel Add-In
    • • Log In to ICM Excel Add-In
    • • Upload Agreements Using ICM Bulk Insert
• • Notifications
  • • Notification Tabs
  • • View Notifications
• • Reports
  • • Types of Reports
  • • Generate a Report
• • Contract Types
  • • Search a Contract Type
  • • Create a Contract Type
    • • Create a Structure of Supporting Documents for a Contract/Agreement
    • • Create a Structure of a Contract/Agreement
    • • Create a Structure of a Contract Request
    • • Create a Structure of Masterdata
  • • Approve/Reject a Contract Type
    • • Send the Contract Type for Approval
    • • Approve/Reject a Contract Type
    • • Publish a Contract Type
  • • Edit a Contract Type
• • Clauses
  • • Search a Clause
  • • Create a Clause
  • • Approve/Reject a Clause
    • • Send a Clause for Approval
    • • Approve/Reject a Clause
  • • Edit a Clause*
• • Templates
  • • 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
• • Administrator
  • • Manage Organization Data
  • • Organization Structure
    • • Add and Organization Unit
  • • Organization Groups
    • • Search an Organization Group
    • • Create an Organization Group
  • • User Management
    • • Create a New User
    • • Provision for a User
    • • Edit an Existing User
    • • De-provision a User
    • • Replace a User
    • • Re-provision for a User
  • • User Groups
    • • Search a User Group
    • • Create a User Group
  • • View and Edit User Roles*
  • • View and Edit User Role Action Mapping*
  • • Security Groups
    • • Search a Security Group
    • • Create a Security Group
    • • Edit a Security Group
  • • Edit Application Settings
  • • Notification Settings*
    • • Create Notification Categories
    • • Edit Notification Categories
    • • Create a Subscription
    • • Edit a Subscription
  • • Currencies
    • • Search a Currency
    • • Create a Currency
    • • Edit a Currency
  • • Reasons
    • • Search a Reason
    • • Create a Reason
    • • Edit a Reason
• • Setup
  • • Attribute
    • • Add an Attribute
    • • Edit an Attribute
  • • Rule
    • • Create a Rule
    • • View/Edit Rules
    • • Create a Contract Type Selection Rule
    • • Create a Template Selection Rule
    • • Create an Approval Rule
    • • Create a Dynamic Attribute Rule
    • • Create a Dynamic Association Rule
    • • Create an Event Rule
    • • Create a Contract Admin Rule
    • • Create a Notification Rule
  • • Masterdata
    • • Create Masterdata
    • • Search Masterdata
    • • Edit Masterdata