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−	= ICI Release Notes - Release 7.15 =	+	 
−	== Overview of Release 7.15 ==	+	= ICI Release Notes - Release 7.16 =
−	The 7.15 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. It strives to enhance user experience, intelligence, analytics, intuitiveness and usability by continually improving ICI functionalities and the user interface.	+	== List of Enhancements 7.16 ==
−	The key enhancements of this release include:	+	The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. Key enhancements include new AI and Analytics capabilities, User Experience updates, and Contract Workflow and Localization features.
		+
		+	The enhancements of this release include:
	*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>		*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>
	**'''''User Experience'''''		**'''''User Experience'''''
−	***Introducing &nbsp;the ability to preview an agreement at the verifications stage, allowing users to have a comprehensive look before publishing the contract. This will help users to make updates to respective sections and understand the impact before contract creation.	+	***Enabling users to create associations from directly within the contract request creation wizard. File-drag-and-drop functionality is also enabled while creating associations within agreement creation wizard to reduce the number of clicks required and save time.&nbsp;
−	***Providing &nbsp;localization support to reason codes, as per the logged in user language, thus improving the experience for new and potential customers globally.	+	***Improving usability by extending document preview to custom file selection attributes on entity’s Summary, Details and Verify pages. Also, the preview for associations is extended to .ppt, .pptx, .msg and images (.jpg, .jpeg, .png and .gif) file formats along with .docx and .pdf files.
−	***Enhancing the search option on index pages, so that external users can easily search records and derive more refined results.	+	***Improving the Legacy Upload tool for a better User experience and reduced manual intervention with auto generation of workbook, support for peer associations, linkage type and sub folder structure and various other related improvements.&nbsp;
−	***Displaying tagged agreement and template clauses on the respective pages in ICI Web and Icertis Experience for Word, in the same order as they are tagged inside the agreement document or template, providing a seamless user experience.	+	***Extending dual language template capability with options of rule-based auto assembly in secondary language in accordance with the content in primary language. &nbsp; &nbsp;
−	***Viewing amendments in the grid view by default, for ease of use.	+	***Enhancing the existing localization capability to support additional UI components such as entity statuses/business statuses, choice/multi-choice attributes, signature sequence among others, as per logged in user’s language preference.&nbsp;
−	***Improving the scroll length and width dynamically for multi-select and choice attributes, for better usability, data input and post-selection data review of entities, for improved experience.	+	***Creating a base for supporting context-based translations across ICI.&nbsp;
−	***Providing the ability to configure alternate user interface (UI) control for drop-downs of choice attributes (radio button for single-select, checkbox list for multi-select) at contract type, global attributes and template variable levels.	+	***Providing the capability to carry out delete and update operations to help Administrator users to fix data inconsistencies using a self-serve Data Management utility.
−	***Defining the display sequence for masterdata records at the contract type level, using a seeded display sequence attribute, for easy and faster selection.	+	***Enhancing bulk actions on saved searches to provide better process visibility with notifications and validation messages.
		+	***Improving the ICI out of office delegation functionality to support multi-level and conditional delegations with the sequencing capability to create complex delegation structures and help users manage tasks more efficiently.
		+	***Enabling filtering capabilities for selecting users on contract requests and agreements using the lookup to extended user entity and fulfill specific business requirements.
		+	***Enhancing the auto-attachment capability to support associated document contract types with non-mandatory attributes.
		+	***Allowing users to configure a file selection attribute as read-only on the UI using attribute property and have more control over the file access, further safeguarding uploaded documents.
		+	***Displaying clause comments along with clause text while assembling a rule-based clause in an agreement, enhancing the collaborative experience among users.
	**'''''Workflow Enhancements'''''		**'''''Workflow Enhancements'''''
−	***Introducing &nbsp;the ability to create instances of associations as part of the agreement creation wizard itself, thereby considerably improving usability.	+	***Providing users the ability to set the minimum approvals requirement from selected ad-hoc user groups to qualify agreement as approved, thereby accelerating approval process.
−	***Allowing &nbsp;creation or initiation of the termination process from the contract request using role action mapping, thus providing a coherent user experience.	+
−	***Viewing clause extension attributes on the agreement entity for easy reference.	+
−	***Approving or rejecting agreements from within the email itself, thus reducing turnaround time for approval cycles.	+
−	***Reviving terminated agreements by adding amendments, instead of creating new agreements from scratch.	+
−	***Terminating agreements in bulk using the bulk actions process, thereby reducing manual errors and saving the time in terminating agreements one by one.&nbsp;	+
−	***Allowing administrator to set preferences at the time of user creation or updation, as default, according to their locations, so that ICI users can access the system with appropriate details as default after first login. &nbsp;	+
−	***Adding custom labels to external, internal and fully signed copies of agreement document versions, making them easily identifiable.	+
−	***Allowing users to skip uploading documents to move agreements from “Waiting For Signature” to “Executed state”, thereby speeding up the process when executing a large volume of documents.	+
−	***Allowing sharing associated documents as part of the various email notifications that get triggered for the agreement, rather than having to share them separately.	+
−	***Providing a separate data management user interface to manage workload, so that users can replace a user on supported &nbsp; entities with one or more users, by selecting a subset of an entity &nbsp; or on all instances of the entity, for all records available for the user.	+
−	***Defining common agreement attributes for a contract type that can be copied to amendments, by enabling the “Is Inherit On Amendments” flag, at the agreement contract type and template variable level.	+
−	***Providing the capability to control the supersede functionality for agreements by configuring rules.	+
−	***Defining multiple and complex conditions to display attributes on the ICI UI dynamically based on business scenarios.	+
−	***Providing the capability of showing or hiding the “No Team Available” message to minimize the number of clicks.	+
−	***Supporting special characters in the attribute display name for contract requests, agreements, associations and masterdata.	+
−	***Providing the ability to download all amendments of an agreement in separate folders, named “Amendment_1”, “Amendment_2”, and so on, within the downloaded zip package for ease of access.	+
−	***Supporting larger files for masterdata and associations.	+
−	***Providing faceted filters using string operators such as “Contains”, “Starts With”, “Does Not Contain” to the “Business Status” search filter, for more targeted results.	+
−	***Improving the parsing logic in ICI for handling string combinations with special and alphanumeric characters.	+
−	***Providing the ability to configure filter on a lookup attribute &nbsp; with the “IN” operator on agreement contract type and template variables.&nbsp;	+
−	***Enhancing the contract type publish capability, so that the published contract types are not available at the time of contract creation.	+
−	***Providing automation to supporting bulk upload of clauses and templates, thus reducing the dependency on manual approvals and delays in onboarding clauses and templates.	+
−	***Allowing users to add custom labels for peer associations that define various business relationships in the context of contracts (such as, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on.).	+
−	*<span style="color:#800080;">'''Mobile App Updates'''</span>	+	&nbsp;
−	**Enhancing &nbsp;the “Refresh” functionality for “Tasks” and “Commitment” tabs, to improve usability and the user experience for mobile app users.	+
−	**Updating the logo and attributes in the mobile app as per the new ICI branding guidelines.	+	*<span style="color:#800080;">'''Mobile App Enhancements'''</span>
		+	**Updating the theme color as per new Icertis branding.
		+
		+	&nbsp;
	*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>		*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>
−	**Providing script attributes as cascaded attributes for lookup fields and configuring them at the contract type level. This is applicable for retrieval, creation and updation of the instances of contract requests, agreements, associations and amendments.	+	**Adding new API endpoints to add/remove/get teams as well as add/get notes for associations.
−	**Adding the identifier “createCorrelationId” which can be passed by subsequent APIs for correlating from logging perspective, to ensure that the existing implementation and code does not break.	+	**Adding filters to the Get Users API response for users to be able to fetch desired records in a shorter time frame.
−	**Provisioning success or failure message for workflow operations.	+	**Announcing deprecated APIs and their provisioned alternatives. &nbsp;
−	*<span style="color:#800080;">'''Enhancements to ICI Add-ins'''</span>	+	&nbsp;
−	**'''''Icertis Experience for Word'''''	+
−	***Supporting &nbsp;online editing for agreement documents, and allowing contract owners to enable a subset of authorized users to participate and better control which team member can participate in the editing session.	+
−	***Improving the filtering and searching capability, so that users can easily retrieve the desired template and clause record, thus improving usability for customers handling large number of clauses and templates in the respective libraries.	+
−	***Improving labeling of internal, external and fully signed copies of agreements for easy identification.	+
−	***Defining and updating clause groups as per business requirements for easy categorization and management.&nbsp;	+
−	***Allowing tagging of clause extended attributes inside clause along with the metadata while creating or modifying clauses.	+
−	***Allowing updation of all or selected templates with the latest version of the clause whenever a clause is modified, thus eliminating the need to manually do so.	+
	*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>		*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>
−	**Enhancing the AI powered legal playbook to provide more options to open the “Details” page on a larger window, and add deviations as well. All the playbook positions for a contract type now have the option to search and filer, and users can create or edit the playbook records based on their authorization. In addition, they can manage it from within Icertis Experience for Word.	+	**Introducing AI studio to analyze multiple set of documents in a go, generating analytics to enable real time decision and actions.
−	**Improving the clause delineation logic to merge or split discovered clauses or selected text in a clause, and create a sub-clause within a discovered clause.	+	**Introducing self-serve AI to create your own AI models and train them. Administrators can define new attribute, clause or obligation to be discovered and include them in an AI model. ICI’s AI engine would learn the patterns from user feedback and recommend the attribute value in subsequent discoveries.
−	**Extending the support of formatting-based clause delineation in WordAI to PDF documents, for easy identification of section-based clauses to improve legacy migration.	+	**Extending DiscoverAI clause delineation support to text PDF, mixed formatted .docx files and for documents in languages other than English. It also identifies document objects such as titles, table of contents, signature blocks, headers, and footers and separates them from the clause text.
−	**Improving discovery based on the user’s actions on attributes and clauses, to be able to use them in subsequent discoveries.	+	**Enhancing the AI engine so that it learns the clause or obligation category changes made by the user and identifies the correct category next time onwards.
−	**Providing support for additional languages such as “French”, “Dutch” and “Swedish” in AI apps, for playbook discovery and contract highlights.	+
−	**Allowing users to manually trigger attribute discovery on the agreement “Attributes” page itself, while uploading third party paper, when creating or editing agreements, thus reducing the overhead of maintaining two different attributes pages.&nbsp;	+	&nbsp;
−	**Introducing the DiscoverAI rules engine framework to quickly configure custom rules for obligations, attributes and playbook discovery.&nbsp;	+
−	**Improving &nbsp;and optimizing performance of ML service to simplify deployment and run the workload on demand, with zero or less management of infrastructure.	+
	*<span style="color:#800080;">'''Enhancements to Reports'''</span>		*<span style="color:#800080;">'''Enhancements to Reports'''</span>
−	**Introducing the “Tagged Attributes Report”, enabling administrators to understand the complete profile of an attribute and its utilization across clauses and templates.	+	**Introducing Platform Analytics that merges a range of Power BI reports within the ICI core reporting, enabling users to leverage Microsoft Power BI capabilities for customized report creation.
−	**Introducing the “Notifications History Report” for an entity, enabling users to track notifications sent to users.	+	**Introducing the AI Studio Report which displays the result of the AI studio batch, helping users to quickly comprehend discovery results and take informed decisions.
−	**Providing the ability to filter the “Agreement Deviation Report” and “Agreements Pending Execution Report” by “Agreement” status.&nbsp;	+	**Enhancing the core reporting capability with the ability to add, edit and delete attributes to provide better visibility in reports.
−	**Enhancing the “Clause Summary Report” to display information on extended clause attribute version.	+	**Introducing the AI Model Training Performance Report enabling users to view the improvements in the discovery performance over a period of time.
−	**Adding an “Organization Unit” filter in the “Cycle Time Report” for users to be able to derive desired information.	+	**Improving user experience by enabling localization for business statuses, choice/multi-choice attributes, signature sequence, among other elements in reporting.
−	**Improving the “Agreement Clause Content Report” so that duplicate clause text is removed and only a single record is displayed, thus improving usability.	+
−	**Adding a new column in PowerBI for “Agreement Code” which has a hyperlink that navigates the user to the agreement in ICI.	+	&nbsp;
−	**Enhancing localization support in reports.	+
	*<span style="color:#800080;">'''Improving the Icertis Experience'''</span>		*<span style="color:#800080;">'''Improving the Icertis Experience'''</span>
		+	**'''''Icertis Experience for Workday'''''
		+	***Providing users the ability to create associations using purchase order and invoice entity data.
	**'''''Signature Workflow'''''		**'''''Signature Workflow'''''
−	***Improving the electronic signature process when using DocuSign to provide a unified flexible signature workflow. This hybrid signature process enables users to add and modify signatories, preview the DocuSign console and tag signatories in the console. Support has also been provided for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES).<br/> Enabling ICI platform to support more than one esignature vendors at the same time, to execute agreements and amendments, thus improving flexibility for users.<br/> Supporting parallel signatures in DocuSign to reduce the overall turnaround time for the complete signature process. &nbsp;	+	***Improving the electronic signature process when using Adobe Sign to provide a unified, flexible signature workflow. This hybrid (manual and/or electronic) signature process enables users to add, modify and/or tag signatories, change signatory sequence and specify authentication methods for the signatories.
−	**'''''Icertis Experience for Salesforce'''''	+	***Providing the ability to send associated documents for signature along with agreements when using Adobe Sign.
−	***Providing the ability to send success and failures alerts for improved monitoring of messages.	+	***Increasing the text limit for email subject lines to 255 characters, when sending documents for signature using Adobe Sign.
−	***Triggering document assembly for automatic data sync and displaying completion notification.	+	***Providing users the flexibility to update effective and expiry dates while uploading the manual signed copy of an agreement/amendment.
−	***Supporting OAuth in Salesforce adapter for a more secure authentication and authorization process.	+
	**'''''Icertis Experience for MS CRM'''''		**'''''Icertis Experience for MS CRM'''''
−	***Providing server-to-server OAuth support, so that the adapter and task service will use client Id and secret key from AKV, invoking MS CRM APIs.&nbsp;	+	***Enhancing the Icertis Experience for Microsoft Dynamics CRM to improve user experience.
		+	**'''''Icertis Experience for Generic Integrations'''''
		+	***Enhancing file and ASB based integrations to support provisioning, deprovisioning and reprovisioning both internal and external users.
		+	***Enhancing SFTP based integrations to support inbound integration for agreement, amendment and association entities.
−	*<font color="#800080">'''Enhancements to Platform Tools'''</font>	+	&nbsp;
−	**Enhancing ICI to support additional entities such as orgs, org groups, users, security groups, role action mapping, currencies, reasons, attribute group, SLA matrix, notification category, default search columns, cascade team, application settings and admin saved searches.	+
−		+
−	*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>	+
−	**With this release, the following SDK documentation has been upgraded for this release – ICI Coding Guidelines, ICI Customization and Use Cases, Working with ICI Tasks, Working with ICI Hooks, ICI Developer Library, Local Environment Setup using ICI Binaries and Self-Serve Tools.	+
−	These release notes provide an overview of the enhancements to ICI, the mobile app, ICI experience for integrations, and so on.	+	*<span style="color:#800080;">'''Enhancements to Platform Tools&nbsp;'''</span>
		+	**Enhancing ICI Promote to Production (P2P) framework to allow Administrators to promote configuration on different ICI patch versions for a major release (assuming no schema changes). Also enhanced robustness of the tool with provisions for automated fixes for known P2P validation errors, better display of progress status and ability to resume P2P activity from the last successful step in ICI UI.
	&nbsp;		&nbsp;
		+	*<span style="color:#800080;">'''Enhancements to Business Applications&nbsp;'''</span>
		+	**Sourcing
		+	***Introducing One-Click Download on Download Package window, enabling users to download specific files relevant to a RFx in a single click.
		+	**Risk Management
		+	***Certifying the ICI Risk Management application to work with the 7.16 release.
		+	**Obligation Management
		+	***Introducing the Obligation Library, providing users the ability to automatically create obligations.
−	== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancements</span> ==	+	&nbsp;
−	<span style="color:#800080;">'''514613 – Introducing the ability to preview agreements before publishing'''</span>	+	*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>
		+	**With this release, the following SDK documents have been updated: ICI Technical Configuration Hooks and Self-Serve Tools.
−	Previously, contract owners had to view the first version of an agreement in order to get a comprehensive view of the agreement that they had created.	+	These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.
−	With this release, a preview functionality is being introduced, so that primary owners or contract creators can review whether the selected template is appropriate, the rule-based clauses have been correctly added to the agreement, among other factors, and make changes to the agreement before the version is created.&nbsp;	+	&nbsp;
−	A “Generate Preview” button has been introduced on the “Verify stage” of agreement creation, before publishing or updating the document. The PDF preview is for indicative purposes only and is not an agreement version. Associated documents, coming through inline associations, for example, will also be included and displayed in the preview document.	+	&nbsp;
−		+
−	'''Note: '''The preview functionality is configurable and will not be available by default.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''575640 – Creating associations on create or edit wizard of agreement'''</span>	+	== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
−	Previously in ICI, contract authors had to create associations for agreements using the association management functionality. However, in practical terms associations such as annexures, supporting documents, SLAs, product specifications, rate tables, and so on, are all an inherent part of agreement information that is critical to business.	+	<span style="color:#800080;">'''704597 – Extending inline association support for contract request and introducing file drop functionality in inline association'''</span>
−	In view of this, the ability to create association instances as part of agreement creation is being introduced in this release. A separate page is displayed to the user during agreement or amendment creation to create, view or delete inline associations. The user also has an option to select the columns and their order in the association grid.	+	ICI enables users to create association instances as part of agreement creation or update wizard. When creating or updating an agreement or amendment, users can create, view, or delete inline associations.&nbsp;<br/> With this release, this inline associations functionality has been extended to contract request create/update wizard as well. The users can create, view or delete associations while creating or updating the contract requests.<br/> On a separate note, a file drop zone similar to the one in agreements, has been made available on the contract request details page for the configured associated document. This file drop functionality has also been extended to inline associations grid in agreement as well as contract request creation wizard. The inline association functionality now supports dynamic associations for agreements, amendments and contract requests.
−		+
−	Support is also provided to copy attribute rules, association events and agreement assembly, in case associations are tagged in the agreement template.	+
−		+
−	<br/>  <br/> <span style="color:#800080;">'''549900 – Supporting localized reason code values as per logged in user language'''</span>	+
−		+
−	Adapting existing products to new markets through translation and localization is the key for global growth. The localized versions of the product improve the overall user experience and helps to better connect with new and potential global customers.	+
−		+
−	ICI now extends its localization support to reason code values. Users can see localized reason codes as per their preferred language settings. Administrators can enter the translated values in the local language for each reason code using the “Translations Editor” tool. The reason code will be displayed in English if there are no local values available in the ICI system for that specific reason code.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''614944 – Initiating termination for parent agreement from contract request'''</span>	+	<span style="color:#800080;">'''421708 – Extending preview support for additional file formats'''</span>
−	In ICI, to terminate an agreement, users create and execute a termination agreement on a main agreement. ICI has now extended this capability to contract requests also.&nbsp;	+	As a part of our upgrading and upscaling process, the document preview facility has been extended to support custom file selection attributes appearing on the various UI screens. Users can now preview documents uploaded through custom and system file selection attributes as an entity goes through workflows stages, for easy and quick reference.&nbsp;<br/> Furthermore, it is now possible to preview associated documents in .ppt, .pptx, .msg and image file formats (.jpg, .jpeg, .png, .gif) along with .docx and .pdf documents. This saves efforts for business users downloading multiple documents and avoiding local copies from cluttering their system.&nbsp;
−		+
−	Users can enable the termination process at contract type level using the seeded attribute "Request for Termination", select the parent contract request, and create the termination contract on a contract request. The termination instance for contract request will have all the common attribute values inherited, if the inheritance is enabled. The termination record will be displayed as a peer association under the “Association” tab for the contract request.&nbsp;	+
−		+
−	The access privileges for the contract requests termination process is controlled through role action mapping.	+
		+	&nbsp;
		+	<div class="image-green-border">[[File:7.16 RN SS 01.png|720px|7.16 RN SS 01.png]]</div> <div class="image-green-border"><br/> The preview option will now be available on the entity “Summary”, “Verify” and “Details” pages for system and custom file path attributes in addition to the “Preview” available from the left navigation pane.<br/> Administrators can configure an option to preview the entire document or limit the number of pages through technical configuration. Preview for large files is not available.</div>
	&nbsp;		&nbsp;
−	'''<span style="color:#800080;">506398 – Enabling search for external users with login privileges</span>'''	+	<span style="color:#800080;">'''842776 – Enhancements to the Legacy Upload tool'''</span>
−	ICI’s collaboration portal allows external users with login privileges to access the platform and perform tasks assigned to them within ICI itself.&nbsp;	+	To improve usability and the user experience for our customers, the following enhancements have been made to the “Legacy Upload” tool:&nbsp;
−	In our continuous effort to improve usability, a search option has been introduced on index pages, so that external users can easily search records. To perform a more refined search, the attributes displayed as columns of the search grid are included as facets in the filter options. This is applicable to index pages of contract requests, agreements, associations and masterdata.<br/> '''Note:&nbsp;'''This is not applicable for:	+	*Enhanced the User Interface for better usability and self operation mode.
−		+	*Provided support of selecting the required attributes from the attribute select columns with pre-populated mandatory attributes, along with extended entity attributes.&nbsp;
−	*Global search.	+	*Enabled single-click self-generation of workbook to reduce the number of steps in the process.
−	*Attribute group privilege restrictions on search results, filters and categories.<br/> &nbsp;	+	*Provided support for uploading &nbsp;the peer association entity so that they can be uploaded along with &nbsp;existing association of the main agreement and ensure there is no manual work post legacy upload.&nbsp;
−		+	*Enabled support for Linkage Type to define proper contractual relationship between different records.&nbsp;
−	<span style="color:#800080;">'''514605 – Supporting extended clause attributes in agreements and reports'''</span>	+	*Provided support for uploading records in various states (such as “Terminated”, “Expired”) so that the user does not have to reinitiate the workflow and move it manually to these states.&nbsp;
−		+	*Capability to support the sub-folders structure so that the segregated document structure is followed in ICI as well.&nbsp;
−	In ICI, users capture additional details for a clause in the extension attributes. &nbsp;	+	*Added validation and error messages across ICI that will help users rectify issues themselves quickly and reduce dependency on technical teams.&nbsp;
−		+	*Capability to process a failed batch again with the corrected records.
−	With this release, users will be able to view these clause extension attributes on the agreement entity for easy reference while working with agreements.&nbsp;	+	*Provided ability to schedule the batch upload frequency using a configuration key to reduce dependency on the database team.
−		+	*Enabled email notification on the batch initiation and completion to the concerned recipient.
−	Users can now:&nbsp;	+
−		+
−	*View additional clause attributes on the “Agreement Clause” and “Clause Approver” tabs.	+
−	*View the hyperlink “Show Clause Information”, which displays all clause extension attributes in a separate window.	+
−	*Select and save extension attributes to display in the grid view.	+
−	*View clause extension attributes in the “Clause Profiling Report”.	+
−		+
−	<br/> <span style="color:#800080;">'''514615 – Approving a contract from emails'''</span>	+
−		+
−	Email notifications, in ICI, allow users to customize text, add tags (attributes) inside the email body, define recipients, and so on. This capability has been further enhanced such that approvers can directly approve or reject an agreement from within the email itself, as part of the approval or request review process, thus reducing the overall turnaround time and increasing efficiency.	+
−		+
−	They can also add notes on approval, add reason code on rejection, and enable download or upload of the agreement document along with comments. This is applicable to contract requests, agreements, associations, amendments, masterdata, templates, clauses and user information instances.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''514643 – Ordering of clauses as tagged in an agreement'''</span>	+	'''<span style="color:#800080;">817886 – Enhancing dual language template capability in ICI</span>'''
−		+	<div class="image-green-border">ICI provides the capability to configure a template in two languages which helps to reduce or eliminate the language barrier and communicate better with regional customers. The capability is now further enhanced to support the rule-based assembly of primary and its equivalent localized secondary clauses in the bilingual template.<br/> Business users can define a template as dual-language and set the template’s primary and secondary languages with the language specific date and time formats. Tagged rule-based clauses will be assembled in both languages of a bilingual template on a single ruleset.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 02.png|720px|7.16 RN SS 02.png]]&nbsp;</div> <div class="image-green-border"><br/> When a user replaces a primary clause with its alternate clause either from the UI or Icertis Experience for Word, the corresponding secondary clause will also get replaced with its respective alternate clause. Any modification in the standard text of primary or secondary clauses will trigger the standard deviation workflows.</div>
−	Previously in ICI, list of clauses available inside the agreement or amendment displayed clauses in a random order on the “Agreement Clauses” tab, in ICI Web and Icertis Experience for Word.	+
−		+
−	With this release, the tagged clauses are displayed on respective pages in ICI Web and Icertis Experience for Word, in the same order in which they are tagged inside the agreement, thus making it easier for users to identify them. The order is refreshed on every upload to display the latest.	+
−		+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''514621 – Reviving terminated agreements'''</span>	+	<span style="color:#800080;">'''791889 – Supporting localized values on user interface as per logged in user’s language'''</span>
−		+
−	Users may terminate an agreement with the other party for various business reasons. To improve usability, ICI now provides the capability to add and execute amendments on a terminated agreement. This considerably saves the time for users who may want to re-instantiate their existing relationship with the other party, as they no longer need to create an entirely new agreement, and go through several workflows such as clause deviations clearance, template process, and so on.	+
−		+
−	Adding and executing an amendment on a terminated agreement will move the agreement back to the “Executed” or “Expired” state, based on its expiry date, thus reviving the terminated agreement. It will also revive any amendments of the base agreement terminated through the agreement termination process and move them back to their respective previous states. However, any previous amendments terminated through review process will remain in the terminated state. &nbsp;	+
−		+
−	Users can set an identifier attribute "Is Termination Revived" for such revived base agreements and use them in search filters, configuring saved searches, notification rules, and so on.	+
−		+
−	'''Note: '''By default, only primary owners and contract managers can add an amendment to the terminated agreement. The access privileges are controlled through role action mapping.&nbsp;<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''514625 – Terminating agreements in bulk'''</span>	+
−		+
−	Users may need to terminate agreements in bulk in many business scenarios such as regulatory changes, changes in product offerings, and so on. Users can now initiate termination of agreements in bulk, thereby reducing the manual errors and saving the time to terminate agreements one by one. Bulk termination is carried out using ICI’s existing “Bulk Actions” process. The termination related attributes will be pre-selected, and the Workbook for the bulk action batch will be generated with the executed agreement records from the saved search, as per the selected contract type and termination contract type.&nbsp;	+
−		+
−	Users can now:&nbsp;	+
−		+
−	*Initiate the termination workflow using “Bulk Actions”, by creating and executing a new batch. &nbsp;	+
−	*Generate and view a status report for agreements terminated in bulk.&nbsp;	+
−	*Create termination agreements for “Draft”, “Published” or “Send for Approval” states, as per the batch Workbook configuration for bulk action.	+
−		+
−	'''Note: '''All the prerequisite configurations applicable for the Termination workflow should also be set for the bulk termination process.<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''555898 – Defining display sequence on lookup attributes at contract type level'''</span>	+
−		+
−	Previously in ICI, users could not define the display order for lookup attribute’s values in a drop-down on ICI UI to reference masterdata. Users then had to scroll through all populated values in order to find the desired values during agreement creation. &nbsp;	+
−		+
−	The configurators can now define and maintain the display sequence for masterdata records, starting from 1 to n, at the contract type level, using a seeded display sequence attribute. The configurators can also define the order only for selected records in the masterdata. The frequently selected values will be thus displayed at the top for easier and faster selection in lookup attributes, without the need to scroll through all values. &nbsp;	+
−		+
−	This setting of display sequence is supported on create, edit and lookup search pages of contract requests, agreements, amendments, associated documents, extended clause and template entities, and template variables.	+
−	The display will revert to the default alphabetical order if the display sequence is not configured in masterdata.&nbsp;	+	ICI now extends its localization support to status/business statuses, choice/multi-choice attributes, signature sequence, among other elements as per language preference set by the logged in user.<br/> Adapting existing products to new markets through translation and localization is the key to global growth. The localized versions of the product improve the overall user experience and help to better connect with new and potential global customers. In order to achieve this, ICI now extends its localization support to below mentioned UI components to display them in a logged in user’s preferred language:
		+	*Status and Business Status
		+	*Type of paper
		+	*Signature Type and Signature Sequence
		+	*Contract Type Choice and Multi-choice attributes
		+	*Contract Type Description
		+	*Search and default text&nbsp;
		+	*Notification Category and Events on Notifications Dashboard
		+	<div class="image-green-border"><br/> Administrators can enter the translated values for these elements in the local language using ICI’s “Translations Editor” tool.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 03.png|720px|7.16 RN SS 03.png]]&nbsp;</div> <div class="image-green-border"><br/> Business users can see localized values as per their preferred language settings.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 04.png|720px|7.16 RN SS 04.png]]&nbsp;</div> <div class="image-green-border"><br/> The UI elements will be displayed in English if there are no local values available in the system for that specific element.</div>
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''558605 – Viewing amendments in grid view on agreement details page'''</span>	+	<span style="color:#800080;">'''863795 – Support for context-based translations in ICI'''</span>
−		+
−	Previously in ICI, users could only view the agreement’s amendments in a “Tile” view, when opened from the left navigation pane on the agreement “Details” page.&nbsp;	+
−		+
−	ICI now allows users to view amendments in “Grid” view as well, and have the capability to toggle between the grid view and existing tile view. The grid view is the default view for amendments and supports all existing grid functionalities, such as standard search, filter, column selection, pagination, export to CSV/Excel, and so on.<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''561410 – Enhancing the multi-select drop-down&nbsp;'''</span>	+
−		+
−	The multi-select choice drop-down has been enhanced for better usability, data input and post-selection data review of contract requests, agreements, amendments and masterdata entities.&nbsp;	+
−		+
−	Users can now:&nbsp;	+
−		+
−	*View eight default options in a drop-down list (instead of six), without scrolling.&nbsp;	+
−	*View larger values with adjusted drop-down width, according to its size, in the post-selection view.&nbsp;	+
−	*View all selected values at the top of the drop-down.	+
−	*Deselect the selected values individually or all with a single-click, without opening the drop-down.<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''819453 – Configuring opening of drop-down menus on mouse hover'''</span>	+
−		+
−	ICI has improved usability by providing the capability to configure the expansion of drop-downs on mouse hover, instead of a mouse click.&nbsp;	+
−		+
−	This can be configured at a contract type level and supports contract requests, agreements, associated documents and masterdata. It is applicable for lookup, multi-select lookup, choice, multi-select choice and currency drop-downs.	+
		+	The same value/term in English appearing on multiple pages across ICI might have different meanings based on the context of the page on which it is used and the purpose for which it is used. For example, the word “home” is translated as “Zuhause” in German, whereas in the context of “home page” it is translated as “Startseite”.<br/> Previously, the same resource key was used for the same term appearing on multiple pages across ICI, whereas the translation of the term differed depending on the context in the different areas of ICI.&nbsp;<br/> With this release, the resource keys are split based on the respective context so that corresponding translated terms appear in the localized ICI version.
		+	<div class="note-box">'''Note''': The resource values have not been changed in the context of the language in the current release.</div>
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''620411 – Defining IN operator when applying lookup filters'''</span>	+	<span style="color:#800080;">'''740579 – Provision of self-serve data management tool'''</span>
−		+	<div class="image-green-border">Moving one step ahead in the self-service, ICI now allows performing data management activities for entities in all workflow stages.<br/> The data management activities introduced with this release are update and delete operations for Agreements, Associated Documents, Contract Requests, User Information, Files and Attributes. These self-serve data management operations will empower administrative users to troubleshoot data inconsistency issues on their own.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 05.png|720px|7.16 RN SS 05.png]]&nbsp;</div> <div class="image-green-border"><br/> However, users are advised to execute these operations cautiously as the data fix does not go through necessary business validations and are performed directly in the database itself. Furthermore, updating or deleting data through the data management tool cannot be undone and will not trigger any underlying rules, workflows, notifications, triggers or integrations. Therefore, it is recommended to follow standard ICI workflows for any major or entity state modifications.<br/> Note: The type of attributes such as Expressions, Conditional, Multi-select Lookup, Script and System will remain non editable and cannot be updated through data management tool.<br/> By default, the Data Management utility is enabled and can be controlled through the technical configuration.</div>
−	In ICI, the configurator can filter the lookup masterdata table with “Must” and “Must Not” conditions, to achieve necessary business scenarios, while configuring a lookup attribute on contract types.&nbsp;	+
−		+
−	ICI now also provides the ability to configure a lookup attribute with the “IN” filter operator, and display selected multiple values, by referencing multiple values on another lookup master data attribute.&nbsp;	+
−		+
−	Configurators can now:&nbsp;	+
−		+
−	*Use the "IN” operator in lookup filter attribute on agreement contract types.&nbsp;	+
−	*View applied filter on the attribute “Details” tab on ICI UI for the selected attribute.&nbsp;	+
−	*Standard ICI users can view only selective values in the lookup attribute as per the referenced value in another attribute. &nbsp;<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''573339 – Managing user preferences as part of profile management'''</span>	+
−		+
−	Users can set preferences for their ICI Web UI account such as language, color theme, time zone, and so on.&nbsp;	+
−		+
−	ICI now provides the capability for administrators to set preferences as default, for users, according to their locations or offices they work in. This reduces the end user’s effort of setting up the ICI account with required parameters after first log-in, and presents the system with appropriate and specific pre-settings. &nbsp;&nbsp;	+
−		+
−	Administrators can:&nbsp;	+
−		+
−	*Set and manage preferences for single user through single user update, and for multiple users through bulk process.	+
−	*View preference settings modifications details in the “History” tab for audit.&nbsp;	+
−	*Search users based on parameters related to preference settings.	+
−		+
−	Users can:&nbsp;	+
−		+
−	*Access the ICI system with appropriate details as default after first login.&nbsp;	+
−	*Override the default preference settings as per individual preferences.	+
−		+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''604775 – Moving agreement to executed state without uploading document'''</span>	+	<span style="color:#800080;">'''685700 – Enhancements to bulk action functionality on Saved Searches'''</span>
−	Previously in ICI, users could not move agreements and amendments from “Waiting For Signature” to “Executed” state without uploading the supporting document, in case of manually signed agreements.&nbsp;	+	ICI provides users the ability to perform bulk actions on saved searches to efficiently work with entities in bulk.&nbsp;<br/> With this release, this bulk action on saved searches functionality provides enhanced experience as: &nbsp;
−	With this release, users can now skip uploading the document to move agreements from “Waiting For Signature” to the “Executed - Document Upload Pending” state. Users can then search or create a saved search for such agreements and upload the required documents later using the “Upload Fully Signed Copy” action.&nbsp;	+	*Performing validation checks against resubmission of in-progress records for same bulk action and display validation message.
		+	*Sending notifications upon bulk action submission and completion.&nbsp;
		+	*Displaying a toast message on the UI along with the bulk action initiation activity on the activity panel upon bulk action submission.
−	Notifications can be configured to inform users about skipped document uploads, so that users can cover for delays occurring due to the scan and upload process while executing a large volume of documents.&nbsp;	+	The notification contains a page link which will display the statistics of the processed records and the live updates on in-progress records.<br/> This enhancement will be available with the upgrade and does not require any further configuration.
−		+
−	This functionality is available for agreements, amendments and orphan amendments.<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''614860 – Attaching associated documents to agreement notifications'''</span>	+
−		+
−	ICI users could share the main agreement document as part of various email notifications that get triggered for the agreement from time to time.&nbsp;	+
−		+
−	This capability has now been extended to supporting (associated) documents as well, so that users no longer need to manually share them offline.	+
−		+
−	With this release:	+
−		+
−	*Administrators can tag the associated document contract type in the email notification template for agreements, assignment agreements, termination agreements and amendments.	+
−	*Users can define the notification as internal or external.&nbsp;	+
−	*Users can define the type of associated document instance as internal, external or restricted.	+
−	*Based on the type of notification and type of tagged associated documents, documents are attached to the email notification.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''586492 – Defining different relationship types while associating peer instance'''</span>	+	<span style="color:#800080;">'''788412 – Enhancements to auto delegations'''</span>
−	ICI allows users to define the linkage type as parent, child or peer while associating peer entities with each other.&nbsp;	+	ICI users can delegate their tasks for situations such as when they are out of office. These delegation capabilities are now enhanced, and business users can now:&nbsp;
−	Users now have the capability to define custom labels for peer associations by configuring the “Linkage Type” masterdata. The custom labels define various business relationships in the context of contracts. For example, “Related To”, “Linked To”, “Addendum Of”, “Addendum To”, “Parent To”, “Child To”, and so on.&nbsp;	+	*Set multi-level auto delegations&nbsp;
		+	*Set conditional delegations
		+	*Reorder delegation sequence
		+	<div class="image-green-border">Utilizing these capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.<br/> Multi-level delegations allow automatic delegation of user’s tasks to the next delegate in a sequence up to a third level, when the subsequent delegates have also set up delegations overlapping with the selected time period.<br/> Conditional delegations will selectively delegate a user’s tasks to another user based on saved searches. The delegation will take effect only if the set conditions are met.<br/> While setting multiple delegations, users can reorder the evaluation sequence to suit their needs.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 06.png|720px|7.16 RN SS 06.png]]&nbsp;</div> <div class="image-green-border"><br/> The validation messages will be displayed to assist users while setting up auto delegations in cases where a similar delegation already exists, delegation dates overlap, or a delegate is already out of office, so that the user can make appropriate decisions.<br/> Users can view the recently expired 15 delegations which they can reactivate by updating; and reuse while setting up delegations structure.<br/> These enhancements are automatically available with the upgrade and no further configuration is required.</div> <div class="image-green-border">&nbsp;</div>
		+	<span style="color:#800080;">'''789103 – Enhancements to Extended User Entity to support lookup filtering'''</span>
−	The custom labels will support existing two-way linkage and self-linkage types. The amendments on executed agreements will be associated as peer, with default peer linkage type label, defined in default peer mapping for amendment.&nbsp;	+	The process of selecting users on contract request now provides a support to lookup attribute as well, to avail the benefits of filtering capabilities to handle specific business scenarios.&nbsp;<br/> It is now possible to filter users, such as external or internal users, using the lookup on extended user entity while working with contract requests and agreements.&nbsp;<br/> The enhancements include:
−		+
−	Users can select custom peer linkage type labels in the linkage type drop-down list and view them on various ICI functionalities as: &nbsp;	+
−		+
−	*Agreement creation workflows for peer entities, assignment, initiate termination flow.&nbsp;	+
−	*Associate and Inheritance icons.	+
−	*Legacy upload and bulk actions.	+
−	*Agreement creation through business APIs.	+
−	*Broadcast – “Attachments” tab, beside peer-to-peer instances.	+
−		+
−	'''Note: '''Custom labels are not supported for parent and child linkage types, as there is specific business logic built with them in the ICI system.	+
		+	*Enabling multi filter Lookup for contract request and user datatype.&nbsp;
		+	*Filtering user type attributes as per Extended User Entity details.&nbsp;
		+	*Managing external users through Extended User Entity.
		+	*Migrating existing users to the Extended User Entity through script as a part of upgrade.&nbsp;
		+	<div class="note-box">'''Note''': The necessary user details must be added to the Extended User Entity masterdata through technical configuration in order to migrate the user data.</div>
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''619558 – Downloading amendments using download all functionality'''</span>	+	<span style="color:#800080;">'''384324 – Ability to configure number of approvals required from selected ad-hoc user groups'''</span>
−		+
−	ICI users can download an agreement and all its associations in a zip file using the “Download All” action available on agreements and bulk operations.&nbsp;	+
−		+
−	With this release, users can also selectively download amendments of an agreement with corresponding parent child associations in the downloaded zip package.	+
−		+
−	For ease of access, each selected amendment will be downloaded with its selected associations in separate folders. The folders are named “Amendment_1”, “Amendment_2”, and so on (from oldest to latest), instead of actual amendment names. This helps to overcome the Windows limitation of supporting 260 characters in the file path, and gives users the flexibility while creating association’s names.<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''615291 – Configuring attributes inheritance for amendments at contract type level'''</span>	+
−		+
−	ICI already provided the capability to exclude certain agreement attributes from being copied to the amendment through technical configuration which applied to all agreement contract types by default.&nbsp;	+
−		+
−	ICI now provides the flexibility for users to decide which attributes of an agreement can be copied to amendments, per contract type, as per business requirements. Configurators can enable or disable the attribute’s inheritance for amendments, using “Is Inherit On Amendments” attribute, at the agreement contract type and template variable levels. Users can then copy these defined attributes values from base agreement to amendment during amendment creation.&nbsp;	+
−		+
−	'''Note:&nbsp;'''	+
−		+
−	*The technical configuration settings for excluding parent agreement attributes from its amendments will always take preference over the settings at agreement contract type and template level.	+
−	*The existing validations or dependencies for an attribute’s properties set for agreement will not be inherited to amendments.<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''614877 – Replacing a user with multiple users'''</span>	+
−		+
−	In ICI, administrators can replace user(s) with all associated records using the “Replace User” functionality. In practice, administrators may need to replace a user with more than one user. For example, if a user leaves the organization, the administrator may want to replace that user by dividing agreements associated with that user, in subsets, among multiple users. This would help the organization to balance the workload within its employees. &nbsp;	+
−		+
−	Administrators can now:&nbsp;	+
−		+
−	*Replace the user with one or more users by selecting the entity and all/selective instances of that entity. &nbsp;	+
−	*Validate the replaced user role against the assigned role.&nbsp;	+
−	*Get notification on adding or completing a task.&nbsp;	+
−		+
−	This capability is available across ICI for contract requests, agreements, associations, masterdata, template and clause teams, user groups, and rules. A separate data management user interface is provided for these admin actions.<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''614963 – Superseding agreement values as per amendment using rules'''</span>	+
−		+
−	In ICI, users could supersede all parent agreement’s attributes configured as supersedable with values from its amendment, either manually using “Supersede” action or automatically through auto-supersede backend task.&nbsp;	+
−		+
−	With this release, users can now selectively supersede individual entities based on business conditions.	+
−		+
−	The administrator can control the supersede functionality for agreements by configuring rules with:&nbsp;	+
−		+
−	*The rule type “Supersede Rule” with an “Auto Supersede option”, as true or false.&nbsp;	+
−	*The rule actions as “Is Auto Supersede by Amendment”, “Is Auto Supersede by Termination” and “Is Auto Supersede by Assignment for Amendment”, “Assignment and Termination”, with required attributes set, as per the business condition.	+
−	*The attribute selection field with all or multi-select capability.&nbsp;	+
−		+
−	Users can preview the attribute’s supersede value on the agreement and view the captured history as per the rule execution. When no rule is configured, the supersede functionality will work as per existing behavior.	+
		+	Previously in ICI, when a user group was added as an ad-hoc approver or reviewer, all users from the added group were required to approve a document, except when added using a rule.&nbsp;<br/> Users now have the ability to set the minimum approvals required from selected ad-hoc user groups to qualify the agreement as approved, thereby accelerating approval process.<br/> In ICI, during the contract negotiation flow, authorized users can add ad-hoc approvers or reviewers to a contract’s team.
		+	<div class="image-green-border">[[File:7.16 RN SS 07.png|720px|7.16 RN SS 07.png]]</div>
		+	&nbsp;<br/> They can specify whether all or specific number of users from each selected user groups are required to approve the document. This will considerably reduce the approval cycle time and unnecessary follow ups.
		+	<div class="image-green-border">[[File:7.16 RN SS 08.png|720px|7.16 RN SS 08.png]]<br/> &nbsp;<br/> The request will then be sent to all users in a group in parallel, where either a specified minimum number of users or all can approve a document to consider it as approved by that user group.<br/> This configuration is available for:</div>
		+	*Workflows: approver, reviewer, request review and deviation approver.
		+	*Entities: agreement, amendment, orphan amendment, contract request, association and masterdata.
		+	*Integrations: Icertis Experience for Salesforce and for Microsoft Dynamics CRM (Iframe where ICI loads).
		+	*Sub-roles.
		+	*Add to Team window’s Grid and Tile views.
		+	<div class="image-green-border">This enhancement is available with the upgrade and no further configuration is required.</div>
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''615293 – Showing or hiding the no team available message'''</span>	+	<span style="color:#800080;">'''832489 – Enhancing auto-attachment functionality to support all ADCT configurations'''</span>
−	In ICI, users may encounter specific workflow configurations such as self-approval process that do not require users to be added to the team. The “No Team Available” messages, displayed in such cases, add to the number of non-value clicks for users to continue. &nbsp;	+	Users will now be able to auto-attach associated documents containing mandatory attributes as well to an agreement as this functionality is enhanced to support all associated document contract types.<br/> The auto-attachment can now be used in obligation management as well, where users may need to instantiate and associate a predefined set of obligations to agreements. Users can automatically attach these obligations as associations to agreements and amendments based on defined event rules.<br/> Users can now:
−	ICI now provides the capability to suppress this message, thereby minimizing the number of unnecessary clicks through technical configuration.&nbsp;	+	*Define and maintain a library for Associated Document Contract Types (ADCTs) as a standard document master with all their required attributes configured.
−		+	*Update and delete associated documents in a library.
−	Administrators can:&nbsp;	+	*Define the mapping between agreements and associated documents for auto-attachments.
−		+	*Define rules and saved search to trigger the auto-attachment process for associations.
−	*Selectively enable or disable the “No Team Available” message window, at entity contract type level, appearing at various states.&nbsp;	+	*Update associations according to the modifications in the corresponding masterdata.
−	*Disable the “No Team Available” message window completely, at instance level, for all entities. The instance level settings will override any entity level settings.&nbsp;	+	<div class="note-box">'''Note''': The auto-associations functionality supports only parent child type associations.&nbsp;</div>
−		+	The auto-attachment of associations is enabled through technical configuration.
−	'''Note:''' This capability is available across ICI for all entities, events, integrations and add-ins in ICI.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''618345 – Defining complex conditional logic for attributes visibility'''</span>	+	<span style="color:#800080;">'''688229 – Allowing configurators to setup the file selection attribute as read only&nbsp;'''</span>
−	Previously, users could configure a conditional attribute for a contract type with simple conditions using single “equal to” operator.&nbsp;	+	In ICI, users upload a document file using the file selection attribute. With this release, ICI provides an option to disable the user defined file selection attribute at a contract type level thereby preventing unintentional or intentional tampering with the document.<br/> Configurators can configure the user defined file selection attribute to appear as editable or non-editable on the User Interface. This configuration can be done at agreement, amendment, association, masterdata, contract request, extended entity attributes, extension attributes and template variables level.&nbsp;<br/> System can still attach a file on a non-editable file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.
−		+
−	With this release, configurators can now set multiple, complex conditions to display attributes on ICI Web UI dynamically, based on business scenarios. Configurators can define conditions for attributes for all entities, except for template variables. For example, the configurator can set conditions to display an attribute based on the selection of specific value in any of the attributes mentioned in the condition. The user experience would be similar to the existing ICI conditional attribute functionality. &nbsp;	+
−		+
−	Users can now:&nbsp;	+
−		+
−	*Apply multiple and complex conditions to display an attribute by enhancing the enable expression (visibility expression) for contract requests, agreements, associations and masterdata contract types.&nbsp;	+
−	*Support conditional expressions for extension attributes. &nbsp;	+
−	*Define conditions with different operators based on the selected attribute datatype.&nbsp;	+
−	*View the conditional attribute value according to the value entered in the attribute on which a condition is set, which in turn helps to enter the information in the required attribute as per business requirements.<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''616901 – Applying facets to business status search filter'''</span>	+
−		+
−	Previously, the ICI search functionality supported filters on “Business Status” for users to narrow down results. However, manually selecting filters often becomes a tedious task in case of several business statuses.&nbsp;	+
−		+
−	In order to provide a better user experience, faceted filters using string operators, such as “Contains”, “Starts With”, “Does Not Contain”, and so on, are being added to the “Business Status” filters for ease of use.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''694211 – Improving handling of exceptions for string combinations'''</span>	+	<span style="color:#800080;">'''693051 – Displaying Microsoft Word comments along with clause text for rule-based clauses in an agreement'''</span>
−		+	<div class="image-green-border">In ICI, clause comments are displayed along with clause text while assembling a rule-based clause in an agreement, enhancing the collaborative experience among users. Clauses are tagged and assembled into templates and agreements either in a static manner or using rules. Clause authors or custodians may have added comments to clauses using MS Word markup to collaborate with other stakeholders.&nbsp;<br/> With this release, clause comments will be displayed along with clause text when a clause is assembled in an agreement through rules as well, as they are displayed in case of static clauses. This will help stakeholders to collaborate efficiently while making the working of clauses consistent across ICI.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 09.png|720px|7.16 RN SS 09.png]]</div> <div class="image-green-border"><br/> The clause comments and edits made to them will be displayed:</div>
−	Previously, some combinations of special and alphanumeric characters used as input values resulted in generic exceptions. The parsing logic in ICI is now improved for handling string combinations with special and alphanumeric characters, so that no errors are generated.	+	*For rule-based clauses with or without page break.
−		+	*For agreements, amendments, associations and assignments.
−	This is applicable to all entities across ICI, where a combination of special characters, alphabets and numbers can be used.	+	*In the “Show Comparison” window on the entity details page.
		+	*For Word online editing of documents.&nbsp;
		+	<div class="image-green-border">The clause comments will be displayed for clauses, tagged and assembled in agreements, with no further configuration required.</div> <div class="image-green-border">&nbsp;</div>
		+	== Mobile App Enhancement Details ==
		+	<span style="color:#800080;">'''881856 – Modifying mobile app with new theme color'''</span>
		+	<div class="image-green-border">As part of our new branding, the theme color of the app has been modified. This will be applied across the app on both iOS and Android.&nbsp;<br/> The screens that will be modified as per the new theme color include the Login page, Dashboard, Notifications, Tasks, Commitments, Agreements, Requests, Settings, and their respective internal pages.<br/> [[File:7.16 RN SS 10.png|720px|7.16 RN SS 10.png]]</div> <div class="image-green-border">[[File:7.16 RN SS 11.png|720px|7.16 RN SS 11.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">&nbsp;'''Note''': There is no impact on the functionality or performance in iOS or Android due to this change.</div>
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''732929 – Uploading clauses and templates in bulk'''</span>	+	== ICI API Enhancement Details&nbsp; ==
−	New customers or new groups, onboarding to ICI, mostly have their templates and clauses already created in a separate file. Previously, manual efforts were needed to onboard the hundreds to thousands of templates and clauses.&nbsp;	+	<span style="color:#800080;">'''807086 – APIs to support team management in associations'''</span>
−	With this release, an automation has been provided for bulk import, which will reduce any human dependency, manual approvals and delays for onboarding templates and clauses using the current capabilities. ICI administrators can now import templates and upload clauses to ICI in bulk.<br/> &nbsp;	+	As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:&nbsp;
−	<span style="color:#800080;">'''655507 – Uploading and downloading large files with file path attribute'''</span>	+	*Add a team member to the association&nbsp;
−		+	*Get a team of association&nbsp;
−	ICI now provides support for larger files. This is applicable to masterdata and associations.	+	*Remove team member from the association&nbsp;
−		+	*Get available actions for associations&nbsp;
−	Users can now:	+	*Trigger actions for associations &nbsp;
−		+
−	*Upload files up to 4GB under the file selection attribute.&nbsp;	+
−	*Upload files with all supported files extensions allowed in the file selection attribute.	+
−	*Download All/Download Package up to 6 GB.	+
−		+
−	ICI supports virus scanning of large files if the virus scan feature is enabled.<br/> &nbsp;	+
−		+
−	'''Note:&nbsp;'''This is not applicable for contract requests, agreements, associations with large files in the DocuSign/Adobe Sign association selection pop-up, document assembly, bulk actions, legacy upload, integrations (Salesforce, Workday, etc.), and APIs.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''697367 – Enhancing contract type publish to limit schema change for entity'''</span>	+	<span style="color:#800080;">'''807101 – APIs to manage notes for ICI entities'''</span>
−	ICI has made the following enhancements to the contract type publish capability:	+	The following API endpoints have been added to support notes operations (Add/Get) on the following entities:
−	*There is zero downtime when a contract type is published.&nbsp;	+	*Contract Request&nbsp;
−	*The schema of only selected contract types that are being published will be blocked for write operations, hence they will not be available at the time of contract creation. However, all other contract types will be available to the user.<br/> &nbsp;	+	*Agreement&nbsp;
		+	*Masterdata&nbsp;
		+	*Association&nbsp;
		+	*User Information&nbsp;
		+	*Amendment
−	<span style="color:#800080;">'''618994 – Supporting special characters in agreement templates and support to skip empty columns while a saved search/association is tagged in a template'''</span>	+	'''Note:''' Users are recommended to start using these new endpoints to perform the operations.&nbsp;The previous endpoints to perform notes operations on the agreement entity are being deprecated and will be removed after the next 4 releases.&nbsp;
−		+
−	Previously in ICI, attribute names did not support special characters apart from _ (underscore).	+
−		+
−	Now, support is provided for special characters in the attribute display name. The characters *(asterisk), - (dash), : (colon), ( (parenthesis open), ) (parenthesis closed), ’ (apostrophe), , (comma), and . (period) can be used in the display name of attributes for contract requests, agreements, associations and masterdata contract types. The same attribute display name, as provided by the configurator, will now be displayed including special characters.	+
−		+
−	In scenarios where association or saved search is tagged as table in the agreement, and a particular column of the table does not have any data, we have introduced a functionality to skip such empty columns. During template creation from Icertis Experience for Word, configurator can add a “SkipEmptyColumns” property while tagging an association or a saved search as a table. This enables empty columns to be skipped in document assembly, thereby eliminating unnecessary empty columns &nbsp;in the agreement version.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''573336 – Displaying drop-downs as radio buttons or checkbox list for user selection'''</span>	+	<span style="color:#800080;">'''819569 – APIs to Get Users based on filters applied to created or modified date'''</span>
−	With this release, ICI provides new controls for multi-select and single-select choice attributes.&nbsp;	+	For customers with thousands of records in their database, the filtering capability has been enhanced to include time frame and security groups. GetUsers API response now features “Created Date”, “Created By”, “Modified Date”, “Modified By” fields so that filters can be applied on them for improved retrieval of data.
−		+
−	Users can configure an alternate UI control for drop-downs with limited number of values for choice attributes at contract type, global attribute and template variable levels. This improves the user experience as the number of clicks and scrolls required to view options in a drop-down are considerably reduced, and provides better readability in terms of post-selection data review. &nbsp;&nbsp;	+
−		+
−	Users can select:&nbsp;	+
−		+
−	*Radio button for single-select choice attributes.&nbsp;	+
−	*Checkbox list for multi-select choice attributes.	+
−		+
−	The configuration is applicable for creation and editing of contract requests, agreements and amendments.<br/> &nbsp;	+
−		+
−	<span style="color:#800080;">'''752540 – Upgrading client-side libraries'''</span>	+
−		+
−	With this release, some client-side libraries have been upgraded, whereas some that were not being used have been removed.&nbsp;<br/> &nbsp;	+
−		+
−	== Mobile App Updates ==	+
−		+
−	<span style="color:#800080;">'''773907 – Refreshing tasks and commitments'''</span><br/> Icertis mobile app users perform actions such as approve, reject and request review on contract requests and agreements. However, the status of the requests or agreements list did not automatically refresh. Enhancements have now been made to the “Refresh” functionality for “Tasks” and “Commitment” tabs to automatically refresh on these actions and improve usability.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''850259 – Updating logo and attributes to new guidelines'''</span><br/> As part of our effort to consistently improve user experience, the logo and all attributes in the mobile app have been updated as per the new ICI branding guidelines.	+	=== API Deprecation Details ===
		+	With the newly introduced API endpoints, the endpoints given below have been deprecated and alternate APIs have been provisioned. These endpoints will not be available in the 5th release from the release in which they have been marked as deprecated.&nbsp;<br/> Any integrations utilizing the deprecated APIs must adopt alternate APIs. More details on the alternate APIs are available in the Swagger documentation.
		+	<div class="image-green-border">[[File:7.16 RN SS 12.PNG|720px|7.16 RN SS 12.PNG]]</div>
	&nbsp;		&nbsp;
−
−	<span style="color:#800080;">'''773923 – Changing compatibility in Android 11'''</span><br/> With this release, Android 11 compatibility changes have been made by setting the target SDK version to 30 for and deprecated methods have been updated.
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''773917 – Deprecating the UI WebView component for iOS'''</span><br/> With this release, the UI WebView component for iOS has been deprecated.	+	== AI Applications Enhancement&nbsp;Details ==
−	&nbsp;	+	<span style="color:#800080;">'''826493/884672 – Introducing a training mode in AI discovery'''</span>
−	== ICI API Enhancements&nbsp; ==	+	The Discover AI in ICI presents all the new opportunities where you can selectively discover attributes, clauses, obligations and tables and keep optimizing the discovery through continuous learning from user responses.
−	<div class="image-green-border">	+
−	<span style="color:#800080;">'''704069 – Enhancing ICI API 2.0 implementation'''</span>	+
−	With this release, support has been added for script and integrated attributes. They are available as cascaded attributes for lookup fields, when configured at the contract type level.&nbsp;	+	With this release, ICI launches the capability to create your own AI Models and define the discoverable entities in them.&nbsp;
−	This is applicable for visualize, retrieval, creation and updation of the instances of the following entities:	+	With the introduction of an explicit training mode, it is possible for users to train the AI model by themselves.
−	*Contract Requests	+	Users can now:
−	*Agreements	+
−	*Associations	+
−	*Amendments	+
−	New visualize endpoints have also been added for the above entities to get information about their attribute and template configuration.	+	'''1. Define own AI Model – &nbsp;'''
−		+
−	&nbsp;	+
−	<span style="color:#800080;">'''756815 – Downloading associated document API'''</span>	+	*Configurators can create their own AI discovery models by specifying clauses, tables, attributes, obligations they want to discover in “AI Configuration Master”. Users now have the control over configuring only the necessary and exact entities to be discovered and keep their AI models uncluttered.
		+	*Configurators can now add completely new attributes, clauses or obligations to be discovered that are not already part of the trained model.&nbsp;
		+	*ICI DiscoverAI will continue to offer inbuilt AI model “DiscoverAI Standard” with pre-trained set of attributes, clauses, and obligations.
		+	<div class="image-green-border">[[File:7.16 RN SS 13.png|720px|7.16 RN SS 13.png]]</div> <div class="image-green-border"><br/> '''2. Analyze agreements based on the AI Model –&nbsp;'''</div>
		+	*Users now have choice to apply different AI discovery models to agreements during creation process. When discovery is triggered for a document, DiscoverAI will discover attributes, clauses, obligations and tables based on the selected AI model and using the rulesets applied in that model.
		+	<div class="image-green-border">[[File:7.16 RN SS 14.png|720px|7.16 RN SS 14.png]]</div> <div class="image-green-border"><br/> '''3. Train the AI Model –'''</div>
		+	*For new attributes, clauses and obligation added to the AI model, user can train the AI engine such that it discovers them automatically over a period. With training mode enabled, when a user specifies an attribute value, then the user will be asked to provide the associated text from the document where this attribute value is present. &nbsp;
		+	*The DiscoverAI engine recognizes patterns from these user inputs and trains itself over a period of time to refine its discovery of entities.
		+	*To help Administrators to monitor the DiscoverAI’s self-learning progress, a new AI model training performance report has been introduced for each AI model defined in ICI.
		+	<div class="image-green-border"><br/> [[File:7.16-Accessing the Report5.png|720px|7.16-Accessing the Report5.png]]&nbsp;</div> <div class="image-green-border"><br/> The functionality is automatically available for users who have the DiscoverAI license and no further configuration is required.</div> <div class="image-green-border">&nbsp;</div>
		+	<span style="color:#800080;">'''575437/884668 – Introducing AI Studio to analyze multiple agreements'''</span>
		+	<div class="image-green-border">The evolving business dynamics have necessitated the businesses to not only be aware of their contractual risk and obligations, but also gather the intelligence from the contracts, to monetize opportunities and accelerate business.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Introducing AI Studio to facilitate the processing of documents in bulk to identify and analyze a volume of data and derive the actionable insight to use for the business advantage. Users can process the agreement documents in the ICI platform as well as those outside of the ICI platform and apply desired AI model to get the insights.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">A new AI Studio tile has been introduced on the ICI UI Home page, for authorized users to run a new analysis for a set of documents against specific AI model. The AI Studio analysis supports .docx, .pdf and .zip files as document source as well as a network path or a saved search with an option to include associations. You can also add additional file sources using the customization hooks.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 16.png|720px|7.16 RN SS 16.png]]&nbsp;</div> <div class="image-green-border"><br/> The analysis results are available in a summarized report form. The report displays the summary of identified attributes, clauses, tables and obligations in an interactive chart. If a user wants to deep dive into a specific document, then the report provides an option where user can view the discovered entities alongside the original file.</div> <div class="image-green-border"><br/> [[File:7.16 RN SS 17.png|720px|7.16 RN SS 17.png]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The AI Studio is an additional SKU and DiscoverAI, NegotiateAI, Obligation Management App and advanced analytics are prerequisite for enabling the AI studio license.</div>
		+	<br/> <span style="color:#800080;">'''826495 – Automating user feedback for attributes, clauses, tables and obligations'''</span>
−	ICI already supports downloading agreements.	+	AI engine recommends discovered values to users and they select the correct values for attributes or clause or obligation category. ICI AI will now capture and learn from these user interactions and keep optimizing its discovery for derived attributes, clause categories, and obligation categories to get better recommendations in subsequent discoveries.
−	As part of our efforts to continually improve ICI, in this release, new API endpoints have been added to download contract request associated document and agreement associated document.	+	This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''731961 – Provisioning success or failure message for workflow operations'''</span>	+	<span style="color:#800080;">'''826488 – Improving Clause delineation in AI'''</span>
−	As workflow APIs are asynchronous, customers using Actions API and API 2.0, get a return success code only on initiation of the workflow. This functionality has been improved so that messages on the service bus are received even for failure notifications.	+	DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.&nbsp;
−	Users will now get a definite response, with required details of the error and cause, of the async APIs called. Based on the notifications, they can take necessary actions when successful, or corrective measures in the event of a failure.	+	It now supports mixed formatted .docx files along with Word and PDF documents. The document objects which are in the agreement document but not necessarily a part of the clause text such as table of content, titles, headers, footers, and multiple signature blocks, will now be identified separately and excluded from the actual clause discovery process. The discovery support for languages other than English has also been improved considerably.
−	<br/>  <br/> <span style="color:#800080;">'''660859 – Supporting correlation Id in APIs'''</span>	+	These enhancements help to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and their child clauses.
−	To work with ICI entities, at times, multiple API calls are needed to complete an operation.&nbsp;	+	This functionality is available automatically for users with DiscoverAI license and no further configuration is required.
−	For example, to create an agreement, the following APIs are called in a sequence – “GetInstance”, “SaveExternalUser”, “GetTemplate”, “CreateandPublish”, “ResumeWorkFlow” (API 1.0), “Prepare”, “Create”, “Get”, “Send For Approval”, and “Send for Signature” (API 2.0).&nbsp;
−
−	In such cases, due to heavy load, it becomes challenging for administrators to troubleshoot the operation that caused failure of the agreement creation. To resolve this issue, an identifier has been added which can be passed by subsequent APIs for correlating from logging perspective.&nbsp;
−
−	The following API changes have been made to ensure that the existing implementation and code do not break:
−
−	*Provided support for a Tracking Id header in every request for logging.&nbsp;
−	*User will receive the Tracking Id provided in the request header as part of response headers. (If the user does not send a value, then a new unique identifier will return).
−	*The called API path with query string will be logged in Kibana.&nbsp;
−
−	'''Note: '''The implementation of the Tracking Id is optional and the value must be GUID only.
−
−	This can be used for:
−
−	*Related API Calls
−	*Async operations
−	*Bulk operations
−	*Status check operations &nbsp; &nbsp;
−	</div>
	&nbsp;		&nbsp;
−	== Enhancements to ICI Add-ins&nbsp; ==	+	== Reports Enhancement Details ==
−	<span style="color:#800080;">'''745266 – Supporting online editing of agreements'''</span>	+	<span style="color:#800080;">'''886999/827025 – Introducing Platform Analytics by merging Power BI reports in Core'''</span>
−	As part of contract management, agreement and amendment documents regularly go through reviews, where multiple stakeholders and teams have to review and/or edit a contract before it is sent out to external parties for their reviews and signature.&nbsp;	+	ICI offers a range of reports on agreements, clauses, templates, users, workflow and other entities. However, these default as well as custom SQL Server Reporting Services (SSRS) based reports are non-editable for all users, including administrators.
−	To make changes or modifications to an agreement, ICI users previously had to download a copy, perform edits and upload it back to ICI. This created a version of the document in ICI. Primary owners had to send the documents over emails to get inputs from multiple departments such as delivery and legal, which they would later have to consolidate to create the contract document. This approach not only led to aggregation overheads, but audit information was often lost too, and it was not possible to trace what was approved and by whom.	+	With this release, the below 6 Core SSRS-based reports are being made available in Power BI form, under the “Reports” tile:&nbsp;
−	With this release, ICI offers online editing support for agreement documents creating radical operational efficiency for contract owners.	+	*Agreements Pending Approval Report
		+	*Agreements Pending Execution Report
		+	*Expired Agreements Report
		+	*Expiring Agreements Report
		+	*Signature Type Report
		+	*User Login Report
−	It is now possible for:	+	Any new Power BI reports created by editing existing reports will be listed under My Reports for the user and under Custom Reports section when shared with other users in the org. A new Security Group Privilege has been provided for Power BI Reporting – the users of the security group which has manage access to this privilege can edit these default Power BI reports.
−		+
−	*Primary owners, secondary owners and reviewers with edit privileges to initiate an online editing session, where more than one party can edit parallelly using existing MS Word capabilities.&nbsp;	+
−	*An agreement document, which has been edited using online editing, to be published to ICI, without any loss of information.	+
−		+
−	'''Note:&nbsp;'''	+
−		+
−	*The online Word editor is available only for users with valid Office 365 subscription.	+
−	*Only users with edit privileges on a document can make changes to the document online.	+
−	*Users must either allow third-party cookies or add “*.officeapps.live.com” to their browser's cookie “Allow” list, in order to use Office Online smoothly.	+
−		+
−	<br/> <span style="color:#800080;">'''588686 – Tagging clause extended attributes in clause text'''</span>	+
−		+
−	ICI allows users to capture additional details for clauses in the extended attributes.&nbsp;	+
−		+
−	Now, users have the capability to tag clause extended attributes, if configured, inside the clause along with clause metadata, while creating or modifying the clause from within the Icertis Experience for Word.	+
−		+
−	The value of tagged clause extended attributes will be resolved and displayed in the clause text upon tagging of the attribute or saving the clause.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''668859 – Enhancing filtering and searching of clauses &nbsp;'''</span>	+	<span style="color:#800080;">'''738910 – Ability to add/edit/delete attributes in Power BI data model'''</span>
−	In ICI, clauses can be filtered on the basis of clause groups and searched on the basis of their clause name. This filtering and searching capabilities have been improved, so that users can easily retrieve the desired template and clause record, thus improving usability for customers having large number of clauses and templates in their clause and template library.	+	Previously, the data sets for agreement, obligation and fulfillment contract types were provided out-of-the-box in Power BI reports. To add a new attribute to the data set, the development team had to be involved.&nbsp;
−	Users can now:	+	With this release, a script has been introduced, based on which, an entry can be made at the backend without the need for any development effort, thus shortening the cycle of report development.&nbsp;
−	*Search and filter clauses and templates based on the name or text inside the clause or template respectively.	+	With the introduction of the new backend script, ICI now allows:
−	*Perform free text search on clauses and templates.	+
		+	*The ability to configure new attributes or remove existing attributes through backend configuration.
		+	*The ability to map the ICI name with the business-oriented display name for the attribute(s) being configured.
		+	<div class="note-box">'''Note''': This applies to ICI out-of-the-box attributes as well as customer-specific attributes.</div>
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''603690 – Updating templates automatically with latest clause version'''</span>	+	<span style="color:#800080;">'''575577 – Improving localization of reports'''</span>
−	Legal teams may need to make changes to a clause available in the clause library for varied reasons. This clause may be used in multiple templates used for various transactions. It may also require template updation, so that the latest version of the clause can be used in all future transactions.	+	The ICI platform is widely used to manage contracts across the globe. Hence, adapting existing products to new markets through translation and localization management is key for global business growth. In this view, localization support is now being enhanced in reports.
−	To facilitate this, users can now update all or selected templates with the latest version of the clause whenever any clause is modified, thus eliminating the need for the legal team to manually do so.&nbsp;	+	Localization has now been enabled for the following attributes:
−	Users can select templates to be updated when a clause is modified. The selected templates are automatically updated after the clause is approved and will move to the next logical state once modification is done.	+	*Type of Paper (Own/Third Party)
		+	*Signature Type (Electronic Signature/Manual Signature)
		+	*Signature Sequence (External First/Internal First)
		+	*Choice/multi-choice attributes&nbsp;
		+	*Status/Business Status (for example, Clause status, Amendment status, and so on)
−	<br/>  <br/> <span style="color:#800080;">'''593421 – Labeling agreement document versions as per signature copy'''</span>	+	This is applicable to the following Core reports – Agreement Clause Content Report, Agreement Deviation Report, Agreements Pending Execution Report, Attribute Information Report, Masterdata Information Report, Signature Type Report and User Profiling Report.
−	Previously in ICI, agreements signed only by external, internal or both signatories were termed as “Internal Signed Copy”, “External Signed Copy” and “Final Signed Copy” respectively, and were displayed on the “Version” tab.	+	&nbsp;
−		+
−	This capability has been further enhanced so that the signature versions are clearly labeled as “Internal”, “External” or “Fully Signed Copy”, as applicable, so that the user can easily identify the agreement version.	+
	&nbsp;		&nbsp;
		+	== Integration Enhancement Details ==
−	== Enhancements to Artificial Intelligence Applications in ICI ==	+	<span style="color:#800080;">'''207941 – Support for purchase order and invoices integration in Workday'''</span>
−		+
−	<span style="color:#800080;">'''727318 – Enhancing AI powered playbook in Icertis Experience for Word'''</span>	+
−		+
−	ICI provides the legal playbook in Icertis Experience for Word that uses artificial intelligence to identify exceptions in the contract document, allowing users to review and take corrective actions on them, and assess the risk when these exceptions are accepted by negotiators. &nbsp;	+
−		+
−	With this release, the legal playbook is enhanced and provides more options to work with playbook from Icertis Experience for Word.&nbsp;	+
−	Users can now:&nbsp;	+	With this release, users will be able to configure the Workday adapter to create association records using purchase order and invoice entity data objects of Workday.&nbsp;
−	*View the visual indication for clauses with playbook exceptions on “Agreement Clause” page. &nbsp;	+	Users can configure the frequency and schedule of this task as well as subscribe to standard ICI notifications.&nbsp;
−	*View playbook details in a separate resizable window.&nbsp;	+
−	*View all playbook positions for a selected contract type with options to search and filter within.&nbsp;	+
−	*View all playbook positions for a selected agreement clause.&nbsp;	+
−	*Add deviation to the clause from playbook “Details” page.&nbsp;	+
−	*Add a new playbook record and edit the existing playbook record from within the Icertis Experience for Word.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''575475 – Automating user feedback for clauses, obligations and attributes'''</span>	+	<span style="color:#800080;">'''848516 – Providing a unified flexible signature process through Adobe Sign console'''</span>
−	ICI AI apps have been positioned to be intelligent assistants to help users in taking decisions when populating details for agreements. While AI discovery recommends values to users, it is expected that users would select the correct value at the time of review. &nbsp;	+	Signing agreements is often a combination of manual signatures and electronic signatures.&nbsp;
−	During clause review of discovered clause, AI suggests a list of library clauses to be matched with the discovered clause. If a user selects one of them or selects a completely new clause from library, the AI algorithm learns from such user actions. These learnings are incorporated in the next discoveries to improve the accuracy of clause recommendations.	+	ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.
−	<br/> <span style="color:#800080;">'''539492 – Improving clause delineation in DiscoverAI'''</span>	+	ICI already supports displaying a preview of the envelope and adjusting the signature tags before sending the agreement for signatures, when using Adobe Sign. With this release, the Adobe Sign console has been enabled, through which users can:
−	Clauses in an agreement document that are found using DiscoverAI are displayed along with clause categories in the “Clause Discovery” section on the Web UI.&nbsp;	+	*Add and modify the signatories.&nbsp;
		+	*Tag signatories in the Adobe Sign console. &nbsp;
		+	*Change the signatory sequence.&nbsp;
−	ICI has now improved its logic for clause delineation to determine the start and end of the clause text.&nbsp;	+	Specify their desired multi-factor authentication method (password, SMS, Knowledge Based Authentication, and so on) at each signatory level.
−		+
−	Users can now:&nbsp;	+
−		+
−	*Edit the discovered clauses list or manually selected clause text to merge or split into multiple clauses.&nbsp;	+
−	*Create a sub-clause within a discovered clause.&nbsp;	+
−	*Change the clause category and the level (parent or child) of the discovered clause. &nbsp;	+
−	*Choose to view only the level 0 clauses.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''770375 – Merging metadata discovery page with attribute page'''</span>	+	<span style="color:#800080;">'''509553 – Ability to send associated documents along with the main agreement for signature using Adobe Sign'''</span>
−	Previously in ICI, the AI attribute discovery process on agreements with third party paper was triggered on create and post-create events such as publish. Users might have already entered the attribute values before initiating the create/publish action, thereby making attributes discovery process redundant. Also, the process needed to maintain two different attribute pages, with customizations and validations not being available on the attribute discovery page.&nbsp;	+	ICI now allows the primary owner to select and attach individual copies of the associated documents along with the main agreement and send them for signatures using Adobe Sign.&nbsp;
−	With this release, users can manually trigger the attribute discovery on the “Attributes” page itself, while uploading a third-party document, during create and edit agreement process. Discovered values will then be auto-filled in empty attributes and users can view additional recommended values for the discovered attributes.&nbsp;	+	The signatories can view and sign these associated documents, provided the signatory tags are added.
−	Users can:&nbsp;	+	When the signing process is complete, ICI synchronizes back the associated document and generates the Version and History record by the name of the last Signatory.
−		+
−	*View the discovery completion progress.&nbsp;	+
−	*Identify discoverable attributes marked with the spinner icon.	+
−	*Get side-by-side document view for discoverable attributes.	+
−	*Get side-by-side document view for tagged attributes upon completion of discovery.	+
−		+
−	The merging of “Metadata Discovery” page with “Attributes” page will only work for agreements with third party papers.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''727312 – Formatting based clause delineation for additional document types'''</span>	+	<span style="color:#800080;">'''514356 – Supporting email subjects with up to 255 characters for Adobe Sign'''</span>
−	In the previous release, support was introduced to display clause hierarchy in well-formatted .docx agreements.	+	To enhance user experience, the text limit for email subject lines when sending documents for signature using Adobe Sign has been increased to support up to 255 characters.
−		+
−	With this release, the clause delineation functionality has been enhanced to support PDF documents, as well as for Word documents which do not use any styles. This enhancement helps to get better clause delineation while migrating legacy contracts, as AI assisted configuration is largely dependent on accuracy of formatting-based clause delineation for PDF documents.	+
−		+
−	Clause discovery processor is now trained to identify sections, and sub-sections in Word and PDF documents, up to 3 levels. Support for formatting-based clause delineation has now also been extended to the Icertis Experience for Word, wherein the discovered clauses are displayed to the user in hierarchical format.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''727314 – Supporting additional languages in AI apps'''</span>	+	<span style="color:#800080;">'''797798 – Enhancements to Microsoft Dynamics CRM adapter'''</span>
−	In the previous release, support was provided for clause and obligation discovery for agreements in German, Spanish and Portuguese languages.	+	Icertis Experience for Microsoft Dynamics CRM is now enhanced to provide better user experience and usability.&nbsp;
−	With this release, the discovery models will be enhanced to support the following additional languages – French, Dutch and Swedish. Support will be provided for DiscoverAI, NegotiateAI and DiscoverAI for legacy, for auto-detection of language, as well as for bilingual contracts.	+	The enhancements have been made in the following areas:
−	'''Note: '''Scanned PDF documents are currently not supported for automatically detecting the language.	+	*Improved pagination in list views.&nbsp;
		+	*Allowing agreement search in list views.
		+	*Improved positioning for modal dialogs appearing within CRM.&nbsp;
		+	*Improved navigation from the Create / View Contract screens to the ICI tab.
		+	*Support for UI-based entity configurations.&nbsp;
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''710739 – Configuring custom rules in DiscoverAI'''</span>	+	<span style="color:#800080;">'''725873 – Support for user provisioning/deprovisioning from ASB/SFTP/BLOB'''</span>
−	Previously, attribute discovery and obligation discovery were dependent on inbuilt schema Excel files. Adding and updating the schema rules for any attribute or obligation required technical details of the code.&nbsp;	+	With this release, file and ASB based integrations have been enhanced for provisioning, deprovisioning and reprovisioning users in ICI. Support is provided for internal as well as external users with or without login.&nbsp;
−	With this release, the Excel schema has been deprecated and has been replaced with a rule engine, which can be used to easily write a rule in simple language, and the schema will be generated dynamically, thereby making it more user friendly.&nbsp;	+	Configurators can now:
−	The rules engine will help configure custom rules for Obligation Discovery, Attributes Discovery and Playbook Discovery, using an inbuilt .NET based rule editor and the ICI master data entity.<br/> &nbsp;	+	*Configure the generic integration framework to create and update user attributes; including extended user entity attributes.
		+	*Map users to Organization, Security Groups and User Groups during create/ update.
		+	*Replace any user in ICI using the “Replace User” option.&nbsp;
		+	&nbsp;
−	== Enhancements to Reports ==	+	<span style="color:#800080;">'''725874 – Extending file-based inbound integration for agreements and associations'''</span>
−	<span style="color:#800080;">'''514593 – Introducing Tagged Attributes Report for attributes tagged in clauses and templates'''</span>	+	With this release, customers will be able to automate the contract management process using the data from their triggering systems, thus reducing the cycle time and additional investments.
−	With this release, a new “Tagged Attributes Report”, which helps administrators understand the complete profile of an attribute and how it has been tagged across different clauses and templates. This provides them better visibility into attribute usage and saves them considerable time.	+	Configurators can now:&nbsp;
−	This report, available on the “Reports” tile, can be accessed based on the security groups configuration. The report can be filtered using the “Select Attribute” and “Select Entity” parameters. Based on the selected entity, the following columns are displayed – Clause/Template Code, Clause/Template Name, Contract Type, Clause/Template Version, Clause/Template Created By, Clause/Template Created On, Version Updated On, Attribute tagged as Template Variable, Attribute tagged as Clause Extended Attribute and Attribute Display Name	+	*Create and update agreements, associations, contract requests as well as upload associated documents using file-based integration, with support for JSON and CSV file formats.
		+	*Invoke hooks for custom logic execution.&nbsp;
		+	*Specify primary owners, secondary owners and team members during entity creation or updates.
		+	*Leverage support provided for FTP, SFTP, SSH and Azure Blob.
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''769602 – Displaying clause extension attribute summary in the Clause Summary Report'''</span>	+	<span style="color:#800080;">'''792469 – Ability to update dates while uploading signed copy'''</span>
−	Previously, the “Clause Summary Report” displayed “Clause Summary” and “Clause Version Summary” sections on the report index page.	+	Users now get the flexibility to update the effective and expiry dates while uploading the signed copy with manual signatures.
−	In this release, the report is being enhanced to display “Clause Extension Summary” which displays details on extended clause attributes. If the clause extended entity is defined for an ICI instance, then this report will display the information of the clause extension attributes. The “Clause Extension Version Summary” will display the latest values of clause extension attributes.	+	These fields, to be added through technical configuration, are displayed on the “Upload Signed Copy” and “Upload Fully Signed Copy” popups, where users can conveniently update the desired values.
−	<br/>  <br/> <span style="color:#800080;">'''514611 – Enhancing Notifications History Report for an entity'''</span>	+	&nbsp;
−		+
−	ICI administrators can set up subscriptions for different entities, for notifications to be sent to subscribed users at the occurrence of certain events. Notifications can also be sent using the broadcast functionality. The “Notifications History Report” provides visibility into which notifications were sent, when, and to whom, by displaying an audit history of notifications for the particular entity.&nbsp;	+
−		+
−	The default report is available for contract requests, agreements and associated documents, and is accessible through the left navigation pane of the details page, for an instance of the aforementioned entities. This report displays a list of notifications sent for an entity, including details such as the event that triggered the notification, the message body, subject, the To, CC, BCC recipient names and email addresses; along with other details such as the attachment file names or sent date and time.&nbsp;	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''742607 – Providing additional localization support in reports'''</span>	+	== ICI Platform Tools Enhancement Details ==
−	With this release, localization support will be provided in the Core platform, Sourcing, Obligation Management and Insights SSRS reports, in the following areas:&nbsp;	+	<span style="color:#800080;">'''842003 – P2P Enhancements for 7.16'''</span>
−	*Contract type names, if the respective entity has locale resource key values in database.&nbsp;	+	With this release, the Promote to Production (P2P) framework has been enhanced:
−	*Drop-down with Yes/No values.	+
−	*Graph and Time zone tool tips, if present in the report.	+
−	*Column headers. &nbsp;	+
−	*Any error or validation messages.	+
−	*Informative messages such as “No data available”.&nbsp;	+
−	<br/> <span style="color:#800080;">'''583297 – Filtering additional reports by agreement status'''</span>	+	*To be able to promote configuration on different ICI patch versions for the same major release if no schema change. Configurators will now be able to promote configurations from lower minor versions to higher minor versions, and vice versa. For example, from 7.16.1.0 to 7.16.1.2 or from 7.16.2.0 to 7.16.1.0.&nbsp;
−		+	*To notify all validation errors on ICI UI, along with email notification to configurators. The tool auto fixes all possible P2P validation errors, thereby reducing dependency on database team for resolution. For example, Duplicate contract type code found.
−	Previously the "Agreement Status" filter was available for the “Agreements Pending Approval Report”, “Expiring Agreements Report”, “Average Agreement TurnAroundTime Report” and “Expired Agreements Report”.&nbsp;	+	*To enable configurators to resume P2P activity from the last successful step from the ICI UI, once the errors are resolved.
−		+	*To display P2P progress status in percentage to users on refresh.
−	This filter is now also available for the "Agreement Deviation Report" and "Agreements Pending Execution Report". Users have the option to exclude terminated or archived agreements from this report, thus allowing them to derive the exact number and information as required.	+	*To consolidate and list all post P2P activities to be performed offline.
	&nbsp;		&nbsp;
−
−	<span style="color:#800080;">'''746607 – Enhancing the Cycle Time Report'''</span>
−
−	The “Cycle Time Report” displays the cycles for contracts requests, agreements, agreements with contract requests, and the change of status for each entity from the date of creation to the date of execution, as well as the elapsed time. This enables users to get the turnaround time for tasks and take corrective actions wherever necessary.&nbsp;
−
−	With this release, an “Organization Unit” filter is being introduced in this report for users to be able to derive the desired information.
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''737196 – Adding hyperlink in PowerBI for agreement code'''</span>	+	== Business Apps Enhancement Details ==
−	A new column has been added in PowerBI for “Agreement Code”, which has a hyperlink, that navigates the user to the agreement in ICI.<br/> &nbsp;	+	=== ICI Sourcing Application ===
−	== Integrations ==	+	The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Business Application (SRC7.16.0.341).
−	<span style="color:#800080;">'''605434 – Providing a unified flexible signature process'''</span>	+	<span style="color:#800080;">'''830200 – Introducing One-Click Download'''</span>
−	ICI has now improved the electronic signature process to provide a unified flexible signature workflow.	+	Currently, ICI Sourcing allows users to download all the files relevant to any RFx by clicking the “Download Package” button.&nbsp;
−	With this release, the following capabilities have been added to the ICI signature process:	+	However, as part of global sourcing strategy, buyers and suppliers are required to download specific files relevant to the RFx. This was done by checking the file and downloading it, making it multiple clicks process.
−		+
−	*Introducing the hybrid signature process.	+
−	*Enabling DocuSign console for users to add and modify the signatories.	+
−	*Support for preview in DocuSign console.	+
−	*Support for tagging signatories in DocuSign console.	+
−	*Support for Advanced Electronic Signature (AES) and Qualified Electronic Signature (QES) in DocuSign.	+
		+	With this release, users can now download a single file for various ICI entities, by clicking the down arrow icon next to the entities listed on the “Download Package” window. This enables the users to download specific files relevant to the RFx in a single click, instead of downloading it as a complete entity package, and this also helps saving the time required to do so.&nbsp;
		+	<div class="image-green-border">[[File:7.16-One-ClickDownload.png|720px|7.16-One-ClickDownload.png]]</div>
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''641289 – Allowing parallel signatures using DocuSign'''</span>	+	=== ICI Risk Management Application ===
−	Previously, DocuSign integration provided support for sequential signatures. This capability has been improved to allow parallel signatures, so that multiple signatories can sign the agreement simultaneously, thus reducing the overall turnaround time for the complete signature process.	+	ICI Risk Management application is certified to work with the 7.16 release (RM7.16.0.341).&nbsp;
−	With this release:	+	&nbsp;
−		+
−	*Users can define the parallel signatories using rules.	+
−	*Users can configure parallel signatories via the DocuSign console.	+
−	*DocuSign process can be triggered in parallel for the configured signatories.	+
−	*Sync back, audit and history can be captured in the ICI agreement.	+
−		+
−	<br/> <span style="color:#800080;">'''701825– Supporting multiple vendors for electronic signature'''</span>	+
−		+
−	Previously, ICI supported one signature vendor within one instance of ICI. Now, multiple electronic signature vendors are supported in the same instance.&nbsp;	+
−		+
−	With this release, users can:	+
−		+
−	*Select the provider at the agreement or amendment level, for electronic signature and execution. This is achieved by using the choice attribute “Esignature Provider” with “DocuSign” and “Adobe Sign” as options.	+
−	*Define standard rules and conditions to automatically select the provider for agreements and amendments.	+
−		+
−	'''Note: '''This is applicable to DocuSign and Adobe Sign.	+
	&nbsp;		&nbsp;
−	<span style="color:#800080;">'''751651 – Syncing data task in Salesforce to publish completion notification on ASB'''</span>	+	=== ICI Obligation Management Application ===
−	Sales agreements with customers are created in Salesforce using the ICI adapter for integration. Previously, users had to click “Assemble Contract” to sync data and reflect any changes on the agreement document.	+	The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.16.0.341).
−	With this release:	+	<span style="color:#800080;">'''893215 – Predefined Set of Obligations'''</span>
−	*Document assembly is triggered automatically after every update from Salesforce. The changes will reflect in the generated agreement document once the instance and associations are synced, without clicking “Assemble Contract”.	+	ICI Obligation Management provides multiple ways to discover and create obligations. Considering the existing processes:
−	*Upon completion of data sync task for an opportunity, the Salesforce data sync task raises a “Data Sync Complete/Failed” event on the Azure Service Bus (ASB) upon completion of data sync for the given opportunity.	+
−	*A message containing the opportunity Id and agreement SysId is updated, and the time stamp is also displayed.	+
−	<br/> <span style="color:#800080;">'''796155 – Improving data flow between Salesforce and ICI'''</span>	+	*Creating obligations “manually” is not proving to be efficient or a timely process.
		+	*Discovering obligations using ICI’s AI tool (ObligationAI) is not a practicable solution in all scenarios. Also, in many cases the required obligations are not part of the contract language, and, therefore, they are not discovered with AI.
		+	*In many business contexts, there is a need that the system auto-creates applicable agreements and obligations.&nbsp;
−	Previously, when changes were made to an agreement in the "Sent for External Signature" status, the data was synced from Salesforce to the ICI UI, but not in the template document.&nbsp;	+	With this release, users will be able to automatically attach obligations, containing obligation-related attributes as well, from an Obligation Library.
−	Additionally, the agreement status changed only when an attribute which is tagged in the template was changed. However, if an attribute which was not tagged in the template changed, it was updated in the ICI UI and the status of agreement also remained the same.	+	Users can now:
−		+
−	With this release:	+
−		+
−	*Changes made to agreements in Salesforce while they are in Send for External Signature, Send for Internal Signature, Executed or Expired statuses will not be updated to the ICI UI.&nbsp;	+
−	*When attributes are not tagged in the template document and the same attribute is mapped with Salesforce, updating the value of that field in Salesforce will change the status of the agreement from "Waiting for Approval" or "Approved" to "Draft"; unless it is a tracking attribute.&nbsp;	+
−		+
−	This will ensure that the ICI UI and the template document will always be in sync and there are no compliance issues.	+
		+	*Use the ICI Platform feature 832489 for Auto Attachment for auto creating obligations for the OM App.
		+	*Define and maintain an Obligation Library as a “Standard Document Master”.
		+	*Utilize this Obligation Library by defining rules and library structures, to auto-create obligations.
		+	*Maintain the Obligation library by updating and deleting Standard Document records as required.
		+	*Create Saved Search for defining applicable obligations, for example, creating a list of Standard Document Master records as GDPR obligations and using it to auto attach in respective Agreements’.
		+	<div class="note-box">'''Note''': The auto-associations supports only parent child type associations.&nbsp;</div>
	&nbsp;		&nbsp;
		+	<div class="image-green-border">[[File:7.16OM-Obligation library.png|720px|7.16OM-Obligation library.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
		+	<span style="color:#800080;">'''731890 – Seed Entity Changes'''</span>
−	<span style="color:#800080;">'''674469 – Sending success or failures alerts for monitoring in Salesforce'''</span>	+	Several new Masterdata contract types, Rules, Notifications, and updates to existing contract types have been introduced.
−	An alert mechanism is introduced for successes and failures in Icertis Experience for Salesforce integrations.&nbsp;	+	[[File:7.16 RN SS 20.png|720px|7.16 RN SS 20.png]]
−	With this release:	+	'''Contract Type Changes'''
−	*All messages at ICI end can now be monitored by customers, and they will be able to retry transactions, if needed.&nbsp;	+	Besides some updates to the existing contract types, “ICMOMAppObligation” (Obligation) and “ICMOMAppFulfillment” (Fulfillment), the following Masterdata contract types have been introduced to Obligation Management in this release:
−	*Additional logging has been introduced for ICI-Salesforce integration messages. Every message log will include the status, message Id and the incoming JSON details.&nbsp;	+
−	*Configurators also send email notifications to ICI users on forward/reverse data sync so that the recipients can take appropriate actions.	+
−	<br/> <span style="color:#800080;">'''679797 – Supporting OAuth in Salesforce adapter'''</span>	+	[[File:7.16 RN SS 21.PNG|720px|7.16 RN SS 21.PNG]]<br/>  <br/> '''Seeded Attribute Changes'''
−	Effective password management is an integral part of any corporate security policy. However, there are some risks involved in using user Id and password for authentication and authorization of production systems in an enterprise. Security organizations also had stringent security policies which do not approve user id or password authentication process.&nbsp;	+	These seeded attributes have been introduced with this release:<br/> [[File:7.16 RN SS 22a.PNG|720px|7.16 RN SS 22a.PNG]]
−	With this release, support is provided for OAuth, a more secured authentication and authorization process. This makes the ICI application more secured and is easy for customers to manage using an actual business user Id, instead of a service user to update the records in ICI. It also removes any access issues involved in the business process. Customers do not have to add owners of the record to contracts team to obtain access.	+	[[File:7.16 RN SS 22b.PNG|720px|7.16 RN SS 22b.PNG]]
−	When entities in Salesforce are updated by a user, the process builder sends a message to ASB queue with minimal data such as entity Id. ICI task service picks the message, obtains integration user credentials from JSON or AKV, and makes an API call to Salesforce to fetch the changes. There are no user interactions involved in this asynchronous process, the task service uses the service user login to update the ICI records.&nbsp;	+	[[File:7.16OM-Obligation Attributes4.png|720px|7.16OM-Obligation Attributes4.png]]<br/>  <br/> '''New Rules'''
−	When data in Salesforce is updated and data sync job is triggered, the Salesforce adapter will use client Id and secret key from AKV to fetch a user token, for invoking Salesforce APIs, using OAuth protocol.	+	The following new Obligation Rules have been added in this release:<br/> [[File:7.16 RN SS 24.PNG|720px|7.16 RN SS 24.PNG]]
−	&nbsp;	+	'''Notifications'''
−	<span style="color:#800080;">'''749083 – Supporting OAuth in the MS CRM adapter'''</span>	+	A new, dedicated Notification Category has been introduced for the ICI OM App – “Obligation Management Notifications”. A new notification has been seeded within this category:
−	Previously, MS CRM plugin used logged in user credentials to invoke ICI APIs when sales users updated any entity in MS CRM. Also, reverse data sync flow used service user login credentials to invoke MS CRM APIs when data was updated in ICI.&nbsp;	+	*This is a seeded notification to notify fulfillment creations.
		+	*The notification is triggered and sent when a fulfillment gets created.
		+	*These notifications are sent to Fulfillment Owners.
−	ICI now uses the client id and secret key instead of user id and password for authentication/authorization process between Salesforce and ICI. The server-to-server OAuth support is provided, so that the adapter and task service will use client Id and secret key from AKV, invoking MS CRM APIs.&nbsp;	+	'''Default Column Search Changes'''
−	Users will have the option to choose the authentication mechanism to be used. The system will provide the support for backward compatibility of old username and password flow.	+	The seeded configuration for “Default Column Search” introduces new default columns to provide a better summary view of obligations and fulfillments on the index page. Hence, when a user searches for “Obligations”, the list of obligations displayed includes columns configured in the “Default Column Search” and, thereby, also provides a detailed insight into each obligation.
−	&nbsp;	+	Similar to obligations, “Fulfillments” will also be displayed with a detailed view, featuring the &nbsp;columns configured in the “Default Column Search”.&nbsp;
−	== ICI Platform Tools ==	+	'''Reports'''
−	'''<span style="color:#800080;">514636 – Enhancing P2P Tool in ICI Admin user interface</span>'''	+	The Power BI dataset for Obligations and Fulfillments has now been updated to reflect the newly seeded attributes in OM 7.16.&nbsp;
−	With this release, enhancements have been made in ICI to support additional entities for a seamless P2P experience. This functionality, provided to administrators, can promote configurable entities in pre-production environments to production environments, thus reducing the manual efforts to do so.<br/> The following entities are now supported:	+	With the refreshed Power BI data model, configuring OM reports like the Compliance Dashboard is possible:
−	*Organizations (Orgs), Organization Groups (Org Groups)	+	[[File:7.16OM-Reports2.png|720px|7.16OM-Reports2.png]]
−	*Users, User Groups, Security Groups	+
−	*Role Action Mapping	+
−	*Currencies	+
−	*Reasons	+
−	*Attribute Group	+
−	*SLA Matrix	+
−	*Notification Category	+
−	*Default Search Columns	+
−	*Cascade Team	+
−	*Application Settings	+
−	*Global/Admin Saved Searches	+
−		+
−	'''Note:''' Customers using ICI versions before 7.15 will need to upgrade to use this feature.	+
	&nbsp;		&nbsp;
−		+	</div>
	== Partner Enablement ==		== Partner Enablement ==
−	<span style="color:#800080;">'''703386 – Icertis Software Development Kit for Partner Enablemen'''</span><span style="color:#008000;">'''t'''</span>	+	<span style="color:#800080;">'''Upgrading Icertis Software Development Kit for Partner Enablement'''</span>
−	Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations and maximize customer satisfaction. In release 7.12, we introduced the Software Development Kit (SDK) to provide the resources and tools needed while implementing ICI.&nbsp;	+	Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.
−	As part of our continuous efforts to support our partners, we have upgraded the following documents for this release:	+	As part of our continuous efforts to support our partners, we have upgraded the following SDK content:
−	*ICI Coding Guidelines (version 2):&nbsp;This document helps developers to follow specific guidelines and best practices while coding. The database coding guidelines have now been added.	+	*'''ICI Technical Configuration Hooks''': Updated to the 7.16 release.
−	*ICI Customization and Use Cases (version 2): This document explains how to perform customizations and provides some sample use cases that will help understand how to implement and execute ICI customizations. The document has been updated to support typescript.	+	ICI Hooks provide a strategic technical solution and a definitive approach to add important functionality in the existing program capabilities, without interrupting or disturbing the flow of processes and expected outcomes.
−	*Working with ICI Tasks: Updated for the 7.15 release.	+	*'''Self-Serve Tools''': Updated to the 7.16 release.
−	*Working with ICI Hooks:'''&nbsp;'''Updated for the 7.15 release.	+	ICI Self-Serve Tools include tools and features that can be used out-of-the-box by authorized users. These tools serve users with specific feature and performance goal primarily being self-sufficient.
−		+
−	*ICI Developer Library: Updated for the 7.15 release.	+
−		+
−	*Local Environment Setup using ICI Binaries: Updated for the 7.15 release.	+
−		+
−	*Self-Serve Tools:'''&nbsp;'''Updated for the 7.15 release.	+
	&nbsp;		&nbsp;
−	== Technical Requirements for Release 7.15 ==	+	== Technical Requirements for Release 7.16 ==
−	The Icertis Contract Intelligence base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available on all environments. Specific customer environments may have other requirements. The software and hardware requirements for client system as well as mobile application are listed in the table below.	+	The Icertis Contract Intelligence (ICI) application can be accessed from any device with an Internet connection and a supported browser. All features may not be available in all environments.&nbsp;<br/> The software and hardware requirements for the client system as well as the mobile application are listed in the table below:
−		+	<div class="image-green-border">[[File:7.16 RN SS 26.PNG|720px|7.16 RN SS 26.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 27.PNG|720px|7.16 RN SS 27.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 28.PNG|720px|7.16 RN SS 28.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 29.PNG|720px|7.16 RN SS 29.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 30.PNG|720px|7.16 RN SS 30.PNG]]</div> <div class="image-green-border">[[File:7.16 RN SS 31.PNG|720px|7.16 RN SS 31.PNG]]</div>
−	[[File:7.15 Technical Requirements - Operating Systems.PNG|720px|7.15 Technical Requirements - Operating Systems]]	+	== Known Issues ==
−		+
−	[[File:7.15 Technical Requirements - Browser Compatability Matrix.PNG|720px|7.15 Technical Requirements - Browser Compatibility Matrix]]	+
−		+
−	[[File:7.15 Technical Requirements - Other Requirements.PNG|720px|7.15 Technical Requirements - Other Requirements]]	+
−		+
−	[[File:7.15 Technical Requirements - Smartphone Mobile App.PNG|720px|7.15 Technical Requirements - Smartphone Mobile App]]	+
−		+
−	[[File:7.15 Technical Requirements - Special Requirements 1.PNG|720px|7.15 Technical Requirements - Special Requirements 1]]	+
−		+
−	[[File:7.15 Technical Requirements - Special Requirements 2.PNG|720px|7.15 Technical Requirements - Special Requirements 2]]	+
−		+
−	[[File:7.15 Technical Requirements - Special Requirements 3.PNG|720px|7.15 Technical Requirements - Special Requirements 3]]	+
−		+
−	[[File:7.15 Technical Requirements - MS Office Plugins 1.PNG|720px|7.15 Technical Requirements - MS Office Plugins 1]]	+
−		+
−	[[File:7.15 Technical Requirements - MS Office Plugins 2.PNG|720px|7.15 Technical Requirements - MS Office Plugins 2]]	+
−		+
−	[[File:7.15 Technical Requirements - Security.PNG|720px|7.15 Technical Requirements - Security]]	+
−		+
−	&nbsp;	+
		+	This section includes some issues that we are aware of and plan to resolve at the earliest:
		+	<div class="image-green-border">[[File:7.16 RN SS 32.PNG|720px|7.16 RN SS 32.PNG]]</div>
	&nbsp;		&nbsp;

---

Latest revision as of 12:12, 14 June 2021

 

ICI Release Notes - Release 7.16

List of Enhancements 7.16

The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) platform. Key enhancements include new AI and Analytics capabilities, User Experience updates, and Contract Workflow and Localization features.

The enhancements of this release include:

• Enhancements to the ICI Application
  • User Experience
    • Enabling users to create associations from directly within the contract request creation wizard. File-drag-and-drop functionality is also enabled while creating associations within agreement creation wizard to reduce the number of clicks required and save time. 
    • Improving usability by extending document preview to custom file selection attributes on entity’s Summary, Details and Verify pages. Also, the preview for associations is extended to .ppt, .pptx, .msg and images (.jpg, .jpeg, .png and .gif) file formats along with .docx and .pdf files.
    • Improving the Legacy Upload tool for a better User experience and reduced manual intervention with auto generation of workbook, support for peer associations, linkage type and sub folder structure and various other related improvements. 
    • Extending dual language template capability with options of rule-based auto assembly in secondary language in accordance with the content in primary language.    
    • Enhancing the existing localization capability to support additional UI components such as entity statuses/business statuses, choice/multi-choice attributes, signature sequence among others, as per logged in user’s language preference. 
    • Creating a base for supporting context-based translations across ICI. 
    • Providing the capability to carry out delete and update operations to help Administrator users to fix data inconsistencies using a self-serve Data Management utility.
    • Enhancing bulk actions on saved searches to provide better process visibility with notifications and validation messages.
    • Improving the ICI out of office delegation functionality to support multi-level and conditional delegations with the sequencing capability to create complex delegation structures and help users manage tasks more efficiently.
    • Enabling filtering capabilities for selecting users on contract requests and agreements using the lookup to extended user entity and fulfill specific business requirements.
    • Enhancing the auto-attachment capability to support associated document contract types with non-mandatory attributes.
    • Allowing users to configure a file selection attribute as read-only on the UI using attribute property and have more control over the file access, further safeguarding uploaded documents.
    • Displaying clause comments along with clause text while assembling a rule-based clause in an agreement, enhancing the collaborative experience among users.
  • Workflow Enhancements
    • Providing users the ability to set the minimum approvals requirement from selected ad-hoc user groups to qualify agreement as approved, thereby accelerating approval process.

 

• Mobile App Enhancements
  • Updating the theme color as per new Icertis branding.

 

• Enhancements to ICI API 2.0
  • Adding new API endpoints to add/remove/get teams as well as add/get notes for associations.
  • Adding filters to the Get Users API response for users to be able to fetch desired records in a shorter time frame.
  • Announcing deprecated APIs and their provisioned alternatives.  

 

• Enhancements to Artificial Intelligence Applications
  • Introducing AI studio to analyze multiple set of documents in a go, generating analytics to enable real time decision and actions.
  • Introducing self-serve AI to create your own AI models and train them. Administrators can define new attribute, clause or obligation to be discovered and include them in an AI model. ICI’s AI engine would learn the patterns from user feedback and recommend the attribute value in subsequent discoveries.
  • Extending DiscoverAI clause delineation support to text PDF, mixed formatted .docx files and for documents in languages other than English. It also identifies document objects such as titles, table of contents, signature blocks, headers, and footers and separates them from the clause text.
  • Enhancing the AI engine so that it learns the clause or obligation category changes made by the user and identifies the correct category next time onwards.

 

• Enhancements to Reports
  • Introducing Platform Analytics that merges a range of Power BI reports within the ICI core reporting, enabling users to leverage Microsoft Power BI capabilities for customized report creation.
  • Introducing the AI Studio Report which displays the result of the AI studio batch, helping users to quickly comprehend discovery results and take informed decisions.
  • Enhancing the core reporting capability with the ability to add, edit and delete attributes to provide better visibility in reports.
  • Introducing the AI Model Training Performance Report enabling users to view the improvements in the discovery performance over a period of time.
  • Improving user experience by enabling localization for business statuses, choice/multi-choice attributes, signature sequence, among other elements in reporting.

 

• Improving the Icertis Experience
  • Icertis Experience for Workday
    • Providing users the ability to create associations using purchase order and invoice entity data.
  • Signature Workflow
    • Improving the electronic signature process when using Adobe Sign to provide a unified, flexible signature workflow. This hybrid (manual and/or electronic) signature process enables users to add, modify and/or tag signatories, change signatory sequence and specify authentication methods for the signatories.
    • Providing the ability to send associated documents for signature along with agreements when using Adobe Sign.
    • Increasing the text limit for email subject lines to 255 characters, when sending documents for signature using Adobe Sign.
    • Providing users the flexibility to update effective and expiry dates while uploading the manual signed copy of an agreement/amendment.
  • Icertis Experience for MS CRM
    • Enhancing the Icertis Experience for Microsoft Dynamics CRM to improve user experience.
  • Icertis Experience for Generic Integrations
    • Enhancing file and ASB based integrations to support provisioning, deprovisioning and reprovisioning both internal and external users.
    • Enhancing SFTP based integrations to support inbound integration for agreement, amendment and association entities.

 

• Enhancements to Platform Tools 
  • Enhancing ICI Promote to Production (P2P) framework to allow Administrators to promote configuration on different ICI patch versions for a major release (assuming no schema changes). Also enhanced robustness of the tool with provisions for automated fixes for known P2P validation errors, better display of progress status and ability to resume P2P activity from the last successful step in ICI UI.

 

• Enhancements to Business Applications 
  • Sourcing
    • Introducing One-Click Download on Download Package window, enabling users to download specific files relevant to a RFx in a single click.
  • Risk Management
    • Certifying the ICI Risk Management application to work with the 7.16 release.
  • Obligation Management
    • Introducing the Obligation Library, providing users the ability to automatically create obligations.

 

• Additions to Icertis Software Development Kit for Partner Enablement
  • With this release, the following SDK documents have been updated: ICI Technical Configuration Hooks and Self-Serve Tools.

These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.

 

 

 

ICI Application Enhancement Details

704597 – Extending inline association support for contract request and introducing file drop functionality in inline association

ICI enables users to create association instances as part of agreement creation or update wizard. When creating or updating an agreement or amendment, users can create, view, or delete inline associations. 
With this release, this inline associations functionality has been extended to contract request create/update wizard as well. The users can create, view or delete associations while creating or updating the contract requests.
On a separate note, a file drop zone similar to the one in agreements, has been made available on the contract request details page for the configured associated document. This file drop functionality has also been extended to inline associations grid in agreement as well as contract request creation wizard. The inline association functionality now supports dynamic associations for agreements, amendments and contract requests.

 

421708 – Extending preview support for additional file formats

As a part of our upgrading and upscaling process, the document preview facility has been extended to support custom file selection attributes appearing on the various UI screens. Users can now preview documents uploaded through custom and system file selection attributes as an entity goes through workflows stages, for easy and quick reference. 
Furthermore, it is now possible to preview associated documents in .ppt, .pptx, .msg and image file formats (.jpg, .jpeg, .png, .gif) along with .docx and .pdf documents. This saves efforts for business users downloading multiple documents and avoiding local copies from cluttering their system. 

 

 

842776 – Enhancements to the Legacy Upload tool

To improve usability and the user experience for our customers, the following enhancements have been made to the “Legacy Upload” tool: 

• Enhanced the User Interface for better usability and self operation mode.
• Provided support of selecting the required attributes from the attribute select columns with pre-populated mandatory attributes, along with extended entity attributes. 
• Enabled single-click self-generation of workbook to reduce the number of steps in the process.
• Provided support for uploading  the peer association entity so that they can be uploaded along with  existing association of the main agreement and ensure there is no manual work post legacy upload. 
• Enabled support for Linkage Type to define proper contractual relationship between different records. 
• Provided support for uploading records in various states (such as “Terminated”, “Expired”) so that the user does not have to reinitiate the workflow and move it manually to these states. 
• Capability to support the sub-folders structure so that the segregated document structure is followed in ICI as well. 
• Added validation and error messages across ICI that will help users rectify issues themselves quickly and reduce dependency on technical teams. 
• Capability to process a failed batch again with the corrected records.
• Provided ability to schedule the batch upload frequency using a configuration key to reduce dependency on the database team.
• Enabled email notification on the batch initiation and completion to the concerned recipient.

 

817886 – Enhancing dual language template capability in ICI

 

791889 – Supporting localized values on user interface as per logged in user’s language

ICI now extends its localization support to status/business statuses, choice/multi-choice attributes, signature sequence, among other elements as per language preference set by the logged in user.
Adapting existing products to new markets through translation and localization is the key to global growth. The localized versions of the product improve the overall user experience and help to better connect with new and potential global customers. In order to achieve this, ICI now extends its localization support to below mentioned UI components to display them in a logged in user’s preferred language:

• Status and Business Status
• Type of paper
• Signature Type and Signature Sequence
• Contract Type Choice and Multi-choice attributes
• Contract Type Description
• Search and default text 
• Notification Category and Events on Notifications Dashboard

 

863795 – Support for context-based translations in ICI

The same value/term in English appearing on multiple pages across ICI might have different meanings based on the context of the page on which it is used and the purpose for which it is used. For example, the word “home” is translated as “Zuhause” in German, whereas in the context of “home page” it is translated as “Startseite”.
Previously, the same resource key was used for the same term appearing on multiple pages across ICI, whereas the translation of the term differed depending on the context in the different areas of ICI. 
With this release, the resource keys are split based on the respective context so that corresponding translated terms appear in the localized ICI version.

 

740579 – Provision of self-serve data management tool

 

685700 – Enhancements to bulk action functionality on Saved Searches

ICI provides users the ability to perform bulk actions on saved searches to efficiently work with entities in bulk. 
With this release, this bulk action on saved searches functionality provides enhanced experience as:  

• Performing validation checks against resubmission of in-progress records for same bulk action and display validation message.
• Sending notifications upon bulk action submission and completion. 
• Displaying a toast message on the UI along with the bulk action initiation activity on the activity panel upon bulk action submission.

The notification contains a page link which will display the statistics of the processed records and the live updates on in-progress records.
This enhancement will be available with the upgrade and does not require any further configuration.

 

788412 – Enhancements to auto delegations

ICI users can delegate their tasks for situations such as when they are out of office. These delegation capabilities are now enhanced, and business users can now: 

• Set multi-level auto delegations 
• Set conditional delegations
• Reorder delegation sequence

789103 – Enhancements to Extended User Entity to support lookup filtering

The process of selecting users on contract request now provides a support to lookup attribute as well, to avail the benefits of filtering capabilities to handle specific business scenarios. 
It is now possible to filter users, such as external or internal users, using the lookup on extended user entity while working with contract requests and agreements. 
The enhancements include:

• Enabling multi filter Lookup for contract request and user datatype. 
• Filtering user type attributes as per Extended User Entity details. 
• Managing external users through Extended User Entity.
• Migrating existing users to the Extended User Entity through script as a part of upgrade. 

 

384324 – Ability to configure number of approvals required from selected ad-hoc user groups

Previously in ICI, when a user group was added as an ad-hoc approver or reviewer, all users from the added group were required to approve a document, except when added using a rule. 
Users now have the ability to set the minimum approvals required from selected ad-hoc user groups to qualify the agreement as approved, thereby accelerating approval process.
In ICI, during the contract negotiation flow, authorized users can add ad-hoc approvers or reviewers to a contract’s team.

 
They can specify whether all or specific number of users from each selected user groups are required to approve the document. This will considerably reduce the approval cycle time and unnecessary follow ups.

• Workflows: approver, reviewer, request review and deviation approver.
• Entities: agreement, amendment, orphan amendment, contract request, association and masterdata.
• Integrations: Icertis Experience for Salesforce and for Microsoft Dynamics CRM (Iframe where ICI loads).
• Sub-roles.
• Add to Team window’s Grid and Tile views.

 

832489 – Enhancing auto-attachment functionality to support all ADCT configurations

Users will now be able to auto-attach associated documents containing mandatory attributes as well to an agreement as this functionality is enhanced to support all associated document contract types.
The auto-attachment can now be used in obligation management as well, where users may need to instantiate and associate a predefined set of obligations to agreements. Users can automatically attach these obligations as associations to agreements and amendments based on defined event rules.
Users can now:

• Define and maintain a library for Associated Document Contract Types (ADCTs) as a standard document master with all their required attributes configured.
• Update and delete associated documents in a library.
• Define the mapping between agreements and associated documents for auto-attachments.
• Define rules and saved search to trigger the auto-attachment process for associations.
• Update associations according to the modifications in the corresponding masterdata.

The auto-attachment of associations is enabled through technical configuration.

 

688229 – Allowing configurators to setup the file selection attribute as read only 

In ICI, users upload a document file using the file selection attribute. With this release, ICI provides an option to disable the user defined file selection attribute at a contract type level thereby preventing unintentional or intentional tampering with the document.
Configurators can configure the user defined file selection attribute to appear as editable or non-editable on the User Interface. This configuration can be done at agreement, amendment, association, masterdata, contract request, extended entity attributes, extension attributes and template variables level. 
System can still attach a file on a non-editable file selection attribute through backend tasks or API integrations. However, users would not be able to replace or remove such original files from UI which are attached through backend task/integration.

 

693051 – Displaying Microsoft Word comments along with clause text for rule-based clauses in an agreement

• For rule-based clauses with or without page break.
• For agreements, amendments, associations and assignments.
• In the “Show Comparison” window on the entity details page.
• For Word online editing of documents. 

Mobile App Enhancement Details

881856 – Modifying mobile app with new theme color

 

ICI API Enhancement Details 

807086 – APIs to support team management in associations

As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations: 

• Add a team member to the association 
• Get a team of association 
• Remove team member from the association 
• Get available actions for associations 
• Trigger actions for associations  

 

807101 – APIs to manage notes for ICI entities

The following API endpoints have been added to support notes operations (Add/Get) on the following entities:

• Contract Request 
• Agreement 
• Masterdata 
• Association 
• User Information 
• Amendment

Note: Users are recommended to start using these new endpoints to perform the operations. The previous endpoints to perform notes operations on the agreement entity are being deprecated and will be removed after the next 4 releases. 

 

819569 – APIs to Get Users based on filters applied to created or modified date

For customers with thousands of records in their database, the filtering capability has been enhanced to include time frame and security groups. GetUsers API response now features “Created Date”, “Created By”, “Modified Date”, “Modified By” fields so that filters can be applied on them for improved retrieval of data.

 

API Deprecation Details

With the newly introduced API endpoints, the endpoints given below have been deprecated and alternate APIs have been provisioned. These endpoints will not be available in the 5th release from the release in which they have been marked as deprecated. 
Any integrations utilizing the deprecated APIs must adopt alternate APIs. More details on the alternate APIs are available in the Swagger documentation.

 

 

AI Applications Enhancement Details

826493/884672 – Introducing a training mode in AI discovery

The Discover AI in ICI presents all the new opportunities where you can selectively discover attributes, clauses, obligations and tables and keep optimizing the discovery through continuous learning from user responses.

With this release, ICI launches the capability to create your own AI Models and define the discoverable entities in them. 

With the introduction of an explicit training mode, it is possible for users to train the AI model by themselves.

Users can now:

1. Define own AI Model –  

• Configurators can create their own AI discovery models by specifying clauses, tables, attributes, obligations they want to discover in “AI Configuration Master”. Users now have the control over configuring only the necessary and exact entities to be discovered and keep their AI models uncluttered.
• Configurators can now add completely new attributes, clauses or obligations to be discovered that are not already part of the trained model. 
• ICI DiscoverAI will continue to offer inbuilt AI model “DiscoverAI Standard” with pre-trained set of attributes, clauses, and obligations.

• Users now have choice to apply different AI discovery models to agreements during creation process. When discovery is triggered for a document, DiscoverAI will discover attributes, clauses, obligations and tables based on the selected AI model and using the rulesets applied in that model.

• For new attributes, clauses and obligation added to the AI model, user can train the AI engine such that it discovers them automatically over a period. With training mode enabled, when a user specifies an attribute value, then the user will be asked to provide the associated text from the document where this attribute value is present.  
• The DiscoverAI engine recognizes patterns from these user inputs and trains itself over a period of time to refine its discovery of entities.
• To help Administrators to monitor the DiscoverAI’s self-learning progress, a new AI model training performance report has been introduced for each AI model defined in ICI.

575437/884668 – Introducing AI Studio to analyze multiple agreements

826495 – Automating user feedback for attributes, clauses, tables and obligations

AI engine recommends discovered values to users and they select the correct values for attributes or clause or obligation category. ICI AI will now capture and learn from these user interactions and keep optimizing its discovery for derived attributes, clause categories, and obligation categories to get better recommendations in subsequent discoveries.

This functionality is available automatically for users with the DiscoverAI license and no further configuration is required.

 

826488 – Improving Clause delineation in AI

DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly. 

It now supports mixed formatted .docx files along with Word and PDF documents. The document objects which are in the agreement document but not necessarily a part of the clause text such as table of content, titles, headers, footers, and multiple signature blocks, will now be identified separately and excluded from the actual clause discovery process. The discovery support for languages other than English has also been improved considerably.

These enhancements help to get better clause delineation, eliminates a large number of incorrectly classified clauses, and allows users to review the parent clause and their child clauses.

This functionality is available automatically for users with DiscoverAI license and no further configuration is required.

 

Reports Enhancement Details

886999/827025 – Introducing Platform Analytics by merging Power BI reports in Core

ICI offers a range of reports on agreements, clauses, templates, users, workflow and other entities. However, these default as well as custom SQL Server Reporting Services (SSRS) based reports are non-editable for all users, including administrators.

With this release, the below 6 Core SSRS-based reports are being made available in Power BI form, under the “Reports” tile: 

• Agreements Pending Approval Report
• Agreements Pending Execution Report
• Expired Agreements Report
• Expiring Agreements Report
• Signature Type Report
• User Login Report

Any new Power BI reports created by editing existing reports will be listed under My Reports for the user and under Custom Reports section when shared with other users in the org. A new Security Group Privilege has been provided for Power BI Reporting – the users of the security group which has manage access to this privilege can edit these default Power BI reports.

 

738910 – Ability to add/edit/delete attributes in Power BI data model

Previously, the data sets for agreement, obligation and fulfillment contract types were provided out-of-the-box in Power BI reports. To add a new attribute to the data set, the development team had to be involved. 

With this release, a script has been introduced, based on which, an entry can be made at the backend without the need for any development effort, thus shortening the cycle of report development. 

With the introduction of the new backend script, ICI now allows:

• The ability to configure new attributes or remove existing attributes through backend configuration.
• The ability to map the ICI name with the business-oriented display name for the attribute(s) being configured.

 

575577 – Improving localization of reports

The ICI platform is widely used to manage contracts across the globe. Hence, adapting existing products to new markets through translation and localization management is key for global business growth. In this view, localization support is now being enhanced in reports.

Localization has now been enabled for the following attributes:

• Type of Paper (Own/Third Party)
• Signature Type (Electronic Signature/Manual Signature)
• Signature Sequence (External First/Internal First)
• Choice/multi-choice attributes 
• Status/Business Status (for example, Clause status, Amendment status, and so on)

This is applicable to the following Core reports – Agreement Clause Content Report, Agreement Deviation Report, Agreements Pending Execution Report, Attribute Information Report, Masterdata Information Report, Signature Type Report and User Profiling Report.

 

 

Integration Enhancement Details

207941 – Support for purchase order and invoices integration in Workday

With this release, users will be able to configure the Workday adapter to create association records using purchase order and invoice entity data objects of Workday. 

Users can configure the frequency and schedule of this task as well as subscribe to standard ICI notifications. 

 

848516 – Providing a unified flexible signature process through Adobe Sign console

Signing agreements is often a combination of manual signatures and electronic signatures. 

ICI now provides a unified flexible signature workflow to its customers, thus improving the overall turnaround time and reducing the efforts of printing and scanning manually signed documents.

ICI already supports displaying a preview of the envelope and adjusting the signature tags before sending the agreement for signatures, when using Adobe Sign. With this release, the Adobe Sign console has been enabled, through which users can:

• Add and modify the signatories. 
• Tag signatories in the Adobe Sign console.  
• Change the signatory sequence. 

Specify their desired multi-factor authentication method (password, SMS, Knowledge Based Authentication, and so on) at each signatory level.

 

509553 – Ability to send associated documents along with the main agreement for signature using Adobe Sign

ICI now allows the primary owner to select and attach individual copies of the associated documents along with the main agreement and send them for signatures using Adobe Sign. 

The signatories can view and sign these associated documents, provided the signatory tags are added.

When the signing process is complete, ICI synchronizes back the associated document and generates the Version and History record by the name of the last Signatory.

 

514356 – Supporting email subjects with up to 255 characters for Adobe Sign

To enhance user experience, the text limit for email subject lines when sending documents for signature using Adobe Sign has been increased to support up to 255 characters.

 

797798 – Enhancements to Microsoft Dynamics CRM adapter

Icertis Experience for Microsoft Dynamics CRM is now enhanced to provide better user experience and usability. 

The enhancements have been made in the following areas:

• Improved pagination in list views. 
• Allowing agreement search in list views.
• Improved positioning for modal dialogs appearing within CRM. 
• Improved navigation from the Create / View Contract screens to the ICI tab.
• Support for UI-based entity configurations. 

 

725873 – Support for user provisioning/deprovisioning from ASB/SFTP/BLOB

With this release, file and ASB based integrations have been enhanced for provisioning, deprovisioning and reprovisioning users in ICI. Support is provided for internal as well as external users with or without login. 

Configurators can now:

• Configure the generic integration framework to create and update user attributes; including extended user entity attributes.
• Map users to Organization, Security Groups and User Groups during create/ update.
• Replace any user in ICI using the “Replace User” option. 

 

725874 – Extending file-based inbound integration for agreements and associations

With this release, customers will be able to automate the contract management process using the data from their triggering systems, thus reducing the cycle time and additional investments.

Configurators can now: 

• Create and update agreements, associations, contract requests as well as upload associated documents using file-based integration, with support for JSON and CSV file formats.
• Invoke hooks for custom logic execution. 
• Specify primary owners, secondary owners and team members during entity creation or updates.
• Leverage support provided for FTP, SFTP, SSH and Azure Blob.

 

792469 – Ability to update dates while uploading signed copy

Users now get the flexibility to update the effective and expiry dates while uploading the signed copy with manual signatures.

These fields, to be added through technical configuration, are displayed on the “Upload Signed Copy” and “Upload Fully Signed Copy” popups, where users can conveniently update the desired values.

 

 

ICI Platform Tools Enhancement Details

842003 – P2P Enhancements for 7.16

With this release, the Promote to Production (P2P) framework has been enhanced:

• To be able to promote configuration on different ICI patch versions for the same major release if no schema change. Configurators will now be able to promote configurations from lower minor versions to higher minor versions, and vice versa. For example, from 7.16.1.0 to 7.16.1.2 or from 7.16.2.0 to 7.16.1.0. 
• To notify all validation errors on ICI UI, along with email notification to configurators. The tool auto fixes all possible P2P validation errors, thereby reducing dependency on database team for resolution. For example, Duplicate contract type code found.
• To enable configurators to resume P2P activity from the last successful step from the ICI UI, once the errors are resolved.
• To display P2P progress status in percentage to users on refresh.
• To consolidate and list all post P2P activities to be performed offline.

 

 

Business Apps Enhancement Details

ICI Sourcing Application

The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Sourcing Business Application (SRC7.16.0.341).

830200 – Introducing One-Click Download

Currently, ICI Sourcing allows users to download all the files relevant to any RFx by clicking the “Download Package” button. 

However, as part of global sourcing strategy, buyers and suppliers are required to download specific files relevant to the RFx. This was done by checking the file and downloading it, making it multiple clicks process.

With this release, users can now download a single file for various ICI entities, by clicking the down arrow icon next to the entities listed on the “Download Package” window. This enables the users to download specific files relevant to the RFx in a single click, instead of downloading it as a complete entity package, and this also helps saving the time required to do so. 

 

ICI Risk Management Application

ICI Risk Management application is certified to work with the 7.16 release (RM7.16.0.341). 

 

 

ICI Obligation Management Application

The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.16.0.341).

893215 – Predefined Set of Obligations

ICI Obligation Management provides multiple ways to discover and create obligations. Considering the existing processes:

• Creating obligations “manually” is not proving to be efficient or a timely process.
• Discovering obligations using ICI’s AI tool (ObligationAI) is not a practicable solution in all scenarios. Also, in many cases the required obligations are not part of the contract language, and, therefore, they are not discovered with AI.
• In many business contexts, there is a need that the system auto-creates applicable agreements and obligations. 

With this release, users will be able to automatically attach obligations, containing obligation-related attributes as well, from an Obligation Library.

Users can now:

• Use the ICI Platform feature 832489 for Auto Attachment for auto creating obligations for the OM App.
• Define and maintain an Obligation Library as a “Standard Document Master”.
• Utilize this Obligation Library by defining rules and library structures, to auto-create obligations.
• Maintain the Obligation library by updating and deleting Standard Document records as required.
• Create Saved Search for defining applicable obligations, for example, creating a list of Standard Document Master records as GDPR obligations and using it to auto attach in respective Agreements’.

 

Partner Enablement

Upgrading Icertis Software Development Kit for Partner Enablement

Icertis develops strategic partnerships to drive shared business growth, deliver quality implementations, and maximize customer satisfaction. The Software Development Kit (SDK) was introduced to provide the resources and tools needed while implementing ICI.

As part of our continuous efforts to support our partners, we have upgraded the following SDK content:

• ICI Technical Configuration Hooks: Updated to the 7.16 release.

ICI Hooks provide a strategic technical solution and a definitive approach to add important functionality in the existing program capabilities, without interrupting or disturbing the flow of processes and expected outcomes.

• Self-Serve Tools: Updated to the 7.16 release.

ICI Self-Serve Tools include tools and features that can be used out-of-the-box by authorized users. These tools serve users with specific feature and performance goal primarily being self-sufficient.

 

Technical Requirements for Release 7.16

The Icertis Contract Intelligence (ICI) application can be accessed from any device with an Internet connection and a supported browser. All features may not be available in all environments. 
The software and hardware requirements for the client system as well as the mobile application are listed in the table below:

Known Issues

This section includes some issues that we are aware of and plan to resolve at the earliest:

 

 

 

Related Topics: Agreement Management | Association Management | Compliance Management | Template Management | Clause Management | Configuration | Reports | Advanced Analytics | User Administration | ICI Tools |  Icertis Business Apps | AIML | ICI Add-ins | ICI Mobile App | ICI Business Apps Release Notes |