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Revision as of 23:11, 22 January 2017 by IDT-4 (Talk | contribs) (Created page with "This page will describe the left nav as well as the actions available fro agreements in all states... For example: If your agreement is in '''Draft''' state, you can perform...")
This page will describe the left nav as well as the actions available fro agreements in all states...
For example:
If your agreement is in Draft state, you can perform the following actions:
- Lock / Unlock: lock an agreement to prevent others to take any action on it.
- Collaborate: Add Users to collaborate with.
- Confidential / Non-confidential:
- Edit:
- Publish:
- Delete:
If your agreement is in Published state, you can perform the following actions:
- Download: save a copy of this Agreement to your local computer.
- Download All to save an Agreement and Associated Documents on your local computer
- Upload Document to upload the document in the ICM application.
- Lock to lock an Agreement to restrict others to take action on it.
- Edit to make changes to an Agreement.
- Confidential to move an Agreement to the confidential organization unit.
- Assemble Contract to include the Associated Documents (example - annexure), if any, along with the Agreement.
- Request Review to send the Agreement to the reviewer for review. To learn more about the Request Review process, click Send a Contract/Agreement for Review.
- Send For Approval to send the Agreement to the Approvers for approval.