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= ICM Release Notes - Release 7.8 =
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== Overview of Release 7.8 ==
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= ICI Release Notes - Release 7.16 =
  
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The 7.8 Release introduces significant enhancements to the Icertis Contract Management (ICM) platform. It strives to improve user experience and intuitiveness by continually improving the ICM user interface. It offers rich visualization and discovery methods for Agreements by using Artificial Intelligence (AI) and Machine Learning (ML). Substantial changes have been made to improve the Search and Saved Search functionalities for better visibility. The tagging of Associated document saved search in Agreement Templates and ability to define Rules have also been enhanced for better usability. The bulk actions functionality is now extended to multiple entities.
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== List of Enhancements 7.16 ==
  
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With this release, the Power Business Intelligence (BI) integration allows you to generate reports on multiple datasets. Reports are further modified to improve insight by enhancing names, formats, etc. It also augments the Icertis Experience by providing better redirecting options to Salesforce users, sending notifications in localized languages to Adobe Sign users, allowing DocuSign users to send Associated documents along with the main Agreement, and enabling end-to-end management of Contract lifecycles across Coupa and the ICM platform through synchronized data exchange and configurable integration.
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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.
  
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The key enhancements of this release include:
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The enhancements of this release include:
  
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*Incorporating Artificial Intelligence apps in the ICM platform to enable real-time negotiation by looking up similar Agreements or Clause text at the time of the Agreement review, applying natural language processing and machine learning to discover Obligations from the Agreement without having to read the entire document, and offering rich visualization for Agreements to make them searchable, readable, and understandable.  
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*<span style="color:#800080;">'''Enhancements to the ICI Application'''</span>
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*Revamping the ICM user interface to improving the user experience by standardizing tabs, accordion headers, etc., and sending ICM email notifications in different languages based on the users’ language preferences.  
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**'''''User Experience'''''
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*ICM now provides support to the Agreement workflow as per Web Content Accessibility Guidelines 2.0 to improve usability.  
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***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;
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*Performing Bulk Actions to create new Agreements and Masterdata, and updating Associations along with Agreements or Amendments within ICM itself.  
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***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.  
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*Allowing tagging of Associated document saved search in the Agreement Template and making significant changes to improve the Search functionality in ICM.  
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***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;
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*Providing the capability to tag the saved search result of Associations that are assembled as a table in the Agreement Template/document.  
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***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;
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*Enhancing Rules to support inclusion, exclusion, and modification of Clauses in an Agreement, supporting multiple rulesets for Template Selection and Clause Assembly Rules, and locking/unlocking rules when updating them to prevent data loss.  
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***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;
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*Improving the Icertis Experiences for Coupa, Salesforce, Adobe Sign and DocuSign by: <ul style="list-style-type:circle;">
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***Creating a base for supporting context-based translations across ICI.&nbsp;
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</ul>  </ul>
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***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.  
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***Enhancing bulk actions on saved searches to provide better process visibility with notifications and validation messages.
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***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.
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***Enabling filtering capabilities for selecting users on contract requests and agreements using the lookup to extended user entity and fulfill specific business requirements.  
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***Enhancing the auto-attachment capability to support associated document contract types with non-mandatory attributes.  
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***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.
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***Displaying clause comments along with clause text while assembling a rule-based clause in an agreement, enhancing the collaborative experience among users.  
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**'''''Workflow Enhancements'''''
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***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.   
  
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</ul>
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&nbsp;
  
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</ul>
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*<span style="color:#800080;">'''Mobile App Enhancements'''</span>  
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**Updating the theme color as per new Icertis branding. 
  
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</ul>
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&nbsp;
  
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*Enabling users to exchange data to manage end-to-end Procure-to-Pay, Source-to-Contract and Masterdata sync lifecycles between Coupa and the ICM platform.  
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*<span style="color:#800080;">'''Enhancements to ICI API 2.0'''</span>
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*Improving usability by providing users an option to be redirected to the ICM Contract Details page or the Salesforce Record page from where the creation process was initiated.  
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**Adding new API endpoints to add/remove/get teams as well as add/get notes for associations.  
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*Improving user experience by providing support to send notifications to signatories in the localized language when using Adobe Sign, instead of sending the notification in English to all users.  
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**Adding filters to the Get Users API response for users to be able to fetch desired records in a shorter time frame.  
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*Allowing users to send Associated documents along with the main Agreement for signatures using DocuSign.  
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**Announcing deprecated APIs and their provisioned alternatives. &nbsp; 
  
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*Extending support of Template Variables when using the Microsoft Word Add-in (.Net version) to be able to add, modify and remove Template Variable tags in the Template.
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&nbsp;
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*Modifying the Agreement Cycle Time Report, Attribute Value Report, Detailed Report, My Pending Requests Report and the User Login Report.
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== ICM Application Enhancements ==
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*<span style="color:#800080;">'''Enhancements to Artificial Intelligence Applications'''</span>
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**Introducing AI studio to analyze multiple set of documents in a go, generating analytics to enable real time decision and actions.
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**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.
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**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.
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**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. 
  
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<span style="color:#008000;">'''333317 – Enhancements to Bulk Actions'''</span>
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&nbsp;
  
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The Bulk Actions functionality is further enhanced so that you can create and update multiple entities directly within ICM. When uploaded, these records become part of the ICM workflow and can be managed within ICM itself. Earlier, you could only Add Amendments. With this release, you can:
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*<span style="color:#800080;">'''Enhancements to Reports'''</span>
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**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.
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**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.  
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**Enhancing the core reporting capability with the ability to add, edit and delete attributes to provide better visibility in reports.
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**Introducing the AI Model Training Performance Report enabling users to view the improvements in the discovery performance over a period of time.  
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**Improving user experience by enabling localization for business statuses, choice/multi-choice attributes, signature sequence, among other elements in reporting. 
  
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*Create new Agreements and Masterdata.
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&nbsp;
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<div class="image-green-border">[[File:333317 1.png|RTENOTITLE]]</div>
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*Update existing Amendments and Agreements.&nbsp;
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<div class="image-green-border">[[File:333317 2.png|RTENOTITLE]]</div>
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*Create/update Associations with Agreements or Amendments.
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*Process multiple batches in parallel, instead of sequentially processing them.
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*Get drop-downs in the Workbook for static and dynamic lists to select from. For example, Type Of Paper, Workflow Action, Org Unit, Lookup/Cascade Attributes, etc.
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*Easily differentiate each column in the Workbook for mandatory, user selected, Information fields due to the color-coding.<br/> &nbsp;  
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<span style="color:#008000;">'''345526&nbsp;– Power BI Integration with ICM'''</span>
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*<span style="color:#800080;">'''Improving the Icertis Experience'''</span>  
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**'''''Icertis Experience for Workday'''''
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***Providing users the ability to create associations using purchase order and invoice entity data. 
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**'''''Signature Workflow'''''
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***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.
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***Providing the ability to send associated documents for signature along with agreements when using Adobe Sign.
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***Increasing the text limit for email subject lines to 255 characters, when sending documents for signature using Adobe Sign.
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***Providing users the flexibility to update effective and expiry dates while uploading the manual signed copy of an agreement/amendment. 
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**'''''Icertis Experience for MS CRM'''''
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***Enhancing the Icertis Experience for Microsoft Dynamics CRM to improve user experience. 
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**'''''Icertis Experience for Generic Integrations'''''
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***Enhancing file and ASB based integrations to support provisioning, deprovisioning and reprovisioning both internal and external users.
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***Enhancing SFTP based integrations to support inbound integration for agreement, amendment and association entities.   
  
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ICM integration with Power Business Intelligence (BI) provides real-time analytics and ad-hoc report generation capabilities to the user. Access to the ''Advanced Analytics'' tile on the Dashboard is controlled through ''Privileges'' defined in ''Security Groups''.
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&nbsp;
  
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With this release, this capability has been enhanced so that:
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*<span style="color:#800080;">'''Enhancements to Platform Tools&nbsp;'''</span>
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**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. 
  
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As a User, you can:
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&nbsp;
  
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*Access self-generated reports quickly from the ''My Reports'' section on the ''Advanced Analytics'' page.
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*<span style="color:#800080;">'''Enhancements to Business Applications&nbsp;'''</span>  
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*Access global reports from the ''Global Reports'' section of the ''Advanced Analytics'' page, if the Administrator provides access through ''Security Groups.''
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**Sourcing
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<div class="image-green-border">''[[File:345526 1.png|RTENOTITLE]]''</div>  
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***Introducing One-Click Download on Download Package window, enabling users to download specific files relevant to a RFx in a single click.  
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*Generate a report based on multiple datasets. For example, ''Agreement, Clause, or template''.  
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**Risk Management
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<div class="image-green-border">[[File:345526 2.png|RTENOTITLE]]</div>
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***Certifying the ICI Risk Management application to work with the 7.16 release. 
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As an Administrator, you can:
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**Obligation Management
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***Introducing the Obligation Library, providing users the ability to automatically create obligations.   
  
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*Provide access to Advanced Analytics reports through Security Groups. These reports will appear in the ''Global Reports'' section of the ''Advanced Analytics'' page.  
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&nbsp;
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*<span style="color:#800080;">'''Additions to Icertis Software Development Kit for Partner Enablement'''</span>
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**With this release, the following SDK documents have been updated: ICI Technical Configuration Hooks and Self-Serve Tools. 
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These release notes provide an overview of the enhancements to ICI, the mobile app, the ICI experience for integrations, and so on.
  
 
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<span style="color:#008000;">'''242205 – Sending ICM Notifications in the recipient's preferred language'''</span>
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&nbsp;
  
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ICM now offers the standard ICM Email notification in different languages. When ICM sends a notification email to multiple recipients with multiple language preferences, a single email notification goes to all the recipients that contains the same message. However, the subject line and content in the email body is displayed in different languages. The language that the most recipients prefer is set at the top of the email subject and body.
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&nbsp;
  
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The ICM Administrator can create Notification Templates only in English on the ICM UI. The localization of the Notification email is achieved through a technical configuration. It is applicable to all ICM entities and events.
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== <span style="font-family: GothamMedium, sans-serif; font-size: 1.4em;">ICI Application Enhancement Details</span> ==
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<div class="image-green-border">[[File:242205.png|RTENOTITLE]]</div>  
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'''44803 – Addition of Filters and Clear All buttons'''
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In this release, the&nbsp;''Filters'' and ''Clear All'' buttons have been added across all Index pages, Lookup and Search pages, and the Select User Grid view. The ''Filters'' button extends the view of the displayed results, whereas the ''Clear All'' button clears all the added filters in one go to display the unfiltered list.
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<span style="color:#800080;">'''704597 – Extending inline association support for contract request and introducing file drop functionality in inline association'''</span>
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<div class="image-green-border">[[File:44803.png|1050px|RTENOTITLE]]</div>
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<span style="color:#008000;">'''275819 – Secondary Owner role extended for User Entity'''</span>
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The ''Secondary Owner'' has now been extended to User Entity for a user or user groups. This makes it easier for the Administrator to make the required changes for a user or user groups, instead of having to login multiple times to do so. You need to configure actions for User Information entity and Secondary Owner via Role Action Mapping on the user interface.
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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.
  
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The Secondary Owner can be added to the User Entity:
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&nbsp;
  
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*Through a configuration key.
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<span style="color:#800080;">'''421708 – Extending preview support for additional file formats'''</span>
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*From the ICM user interface.
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*Using Excel Add-in.
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*Using Legacy Upload.
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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;
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&nbsp;
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<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;
 
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<span style="color:#008000;">'''337801 – Accessibility support for Agreement Workflow'''</span>
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<span style="color:#800080;">'''842776 – Enhancements to the Legacy Upload tool'''</span>
  
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With this release, ICM has provided accessibility support for Agreement workflow as per Web Content Accessibility Guidelines 2.0, thus enhancing the user experience and improving usability.
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To improve usability and the user experience for our customers, the following enhancements have been made to the “Legacy Upload” tool:&nbsp;
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*Enhanced the User Interface for better usability and self operation mode.
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*Provided support of selecting the required attributes from the attribute select columns with pre-populated mandatory attributes, along with extended entity attributes.&nbsp;
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*Enabled single-click self-generation of workbook to reduce the number of steps in the process.
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*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;
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*Enabled support for Linkage Type to define proper contractual relationship between different records.&nbsp;
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*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;
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*Capability to support the sub-folders structure so that the segregated document structure is followed in ICI as well.&nbsp;
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*Added validation and error messages across ICI that will help users rectify issues themselves quickly and reduce dependency on technical teams.&nbsp;
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*Capability to process a failed batch again with the corrected records.
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*Provided ability to schedule the batch upload frequency using a configuration key to reduce dependency on the database team.
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*Enabled email notification on the batch initiation and completion to the concerned recipient.  
  
 
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<span style="color:#008000;">'''337750&nbsp;– Formatting for Rich Text Area'''</span>
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'''<span style="color:#800080;">817886 – Enhancing dual language template capability in ICI</span>'''
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<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>  
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&nbsp;
  
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With this release, default values associated with the rich text area table is retained during document assembly and document preview. These values are configured as ''RichTextArea'' Attribute type when creating a Contract Type. The same is applicable when creating or editing Agreements, Amendments, Associations, Masterdata, Templates and Clauses.
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<span style="color:#800080;">'''791889 – Supporting localized values on user interface as per logged in user’s language'''</span>
  
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The rich text values are displayed on clicking the ''View'' icon on the ''Summary, Details ''and ''Verify'' pages of all entities. In addition to the plain text, the default value can contain rich text with various formats, fonts, colors and tables. The table supports hyperlinks, indentations and headers outside the table.
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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:
  
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'''Note:''' The table does not support Description and HTML Prompt. For document assembly, the table supports up to eight columns.
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*Status and Business Status
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*Type of paper
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*Signature Type and Signature Sequence
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*Contract Type Choice and Multi-choice attributes
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*Contract Type Description  
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*Search and default text&nbsp;
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*Notification Category and Events on Notifications Dashboard
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<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>
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&nbsp;
  
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<span style="color:#800080;">'''863795 – Support for context-based translations in ICI'''</span>
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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.
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<div class="note-box">'''Note''': The resource values have not been changed in the context of the language in the current release.</div>
 
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=== Enhancements to Rules ===
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<span style="color:#800080;">'''740579 – Provision of self-serve data management tool'''</span>
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<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>
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&nbsp;
  
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<span style="color:#008000;">'''209003&nbsp;– Clause Inclusion, Exclusion and Modification in an Agreement'''</span>
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<span style="color:#800080;">'''685700 – Enhancements to bulk action functionality on Saved Searches'''</span>
  
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With this release, you can configure Rules to include, exclude or modify Clauses from an Agreement.
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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;
  
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The following conditions apply to this feature:
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*Performing validation checks against resubmission of in-progress records for same bulk action and display validation message.
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*Sending notifications upon bulk action submission and completion.&nbsp;
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*Displaying a toast message on the UI along with the bulk action initiation activity on the activity panel upon bulk action submission.
  
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*The Clause Approval Rule is evaluated for ''Edit'' and ''Upload'' actions by comparing the current Agreement with the previous version.
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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.
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*The Agreement created from a Template will not trigger Clause Approval Rules.
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*The Clause Approver is always added based on Approval Rule and cannot be added to the team manually.
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*The Clause Approval Rule is evaluated until the Agreement is approved.
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*When the same Clause is tagged for both Deviation and Clause Approval, then the review and approval will be triggered at the same time.
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*Selecting a different Template will remove all users from the Team and restart the Clause evaluation process assuming there is no baseline version of the Agreement.  
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<span style="color:#008000;">'''275824 – Extending support for multiple Rulesets to Template Selection and Clause Assembly Rules'''</span>
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<span style="color:#800080;">'''788412 – Enhancements to auto delegations'''</span>
  
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Previously, ICM users could create multiple Rulesets of Approval Rules for the ''Approval Rule'' type, allowing the users to manage similar Rules with ease. Now, this functionality is also extended to the ''Template Selection'' and ''Clause Assembly'' Rule type.
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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;
  
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The name of the Ruleset remains unique throughout the system. For example, Template Selection Rulesets of the same entity cannot have the same name.
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*Set multi-level auto delegations&nbsp;
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*Set conditional delegations
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*Reorder delegation sequence
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<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>
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<span style="color:#800080;">'''789103 – Enhancements to Extended User Entity to support lookup filtering'''</span>
  
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When multiple Template Selection and Clause Assembly Rules are defined, ICM executes these Rules sequentially, and not in parallel. The ''Stop Processing More Rules ''option within a Ruleset, when set to ''Yes'', allows users to stop evaluating further Rules for the Ruleset.
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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:
  
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*Enabling multi filter Lookup for contract request and user datatype.&nbsp;
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*Filtering user type attributes as per Extended User Entity details.&nbsp;
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*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:#008000;">356497 – Locking and Unlocking Rules when updating</span>'''
+
<span style="color:#800080;">'''384324 – Ability to configure number of approvals required from selected ad-hoc user groups'''</span>
  
−
Previously, ICM allowed multiple users to edit the same Rule at the same time, which occasionally resulted in data loss. This has now been addressed by allowing users to lock and unlock the Ruleset from the UI, using the ''Lock'' icon on the Rules ''Grid'' view.
+
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;
 +
 
 +
<span style="color:#800080;">'''832489 – Enhancing auto-attachment functionality to support all ADCT configurations'''</span>
 +
 
 +
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:
 +
 
 +
*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.
 +
<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.
  
 
&nbsp;
 
&nbsp;
  
−
=== Enhancements to Templates ===
+
<span style="color:#800080;">'''688229 – Allowing configurators to setup the file selection attribute as read only&nbsp;'''</span>
  
−
<span style="color:#008000;">'''333437 – Tagging Saved Search of Associated documents in an Agreement'''</span>
+
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, ICM provides the capability to tag the Saved Search result of Associations that are assembled as a table in the Agreement Template/document.
+
&nbsp;
  
 +
<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>
 +
*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.&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;
  
−
=== Enhancements to the ICM User Experience ===
+
== ICI API Enhancement Details&nbsp; ==
 +
 
 +
<span style="color:#800080;">'''807086 – APIs to support team management in associations'''</span>
  
−
<span style="color:#008000;">'''345303 – UI Enhancement for Multi-Select drop-downs'''</span>
+
As part of our efforts to continually improve ICI, the following API endpoints have been added to support the team management for associations:&nbsp;
  
−
ICM now supports the Typeahead functionality for multi-select lookup and choice drop-down fields, so that users do not need to scroll through the entire list to search and select the desired values.&nbsp;This feature is available on all pages, except on the&nbsp;''Configuration'' page, for creating and modifying conditional values of multi-select lookup and choice control in Contract Type.
+
*Add a team member to the association&nbsp;
 +
*Get a team of association&nbsp;
 +
*Remove team member from the association&nbsp;  
 +
*Get available actions for associations&nbsp;  
 +
*Trigger actions for associations &nbsp;
  
 
&nbsp;
 
&nbsp;
  
−
== Incorporating Artificial Intelligence Apps in ICM ==
+
<span style="color:#800080;">'''807101 – APIs to manage notes for ICI entities'''</span>
  
−
With this release, the following Artificial Intelligence (AI) apps have been embedded in the ICM platform to help you make informed decisions with accuracy and speed, as well as enhance user experience:
+
The following API endpoints have been added to support notes operations (Add/Get) on the following entities:
  
−
*Negotiate AI
+
*Contract Request&nbsp;
−
*Obligation AI
+
*Agreement&nbsp;
−
*Visualize AI
+
*Masterdata&nbsp;
 +
*Association&nbsp;
 +
*User Information&nbsp;
 +
*Amendment
  
−
<span style="color:#008000;">'''331508 – Negotiate AI'''</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;
  
−
The Negotiate AI app enables real-time negotiation and provides assistance at the time of the Agreement review by:
+
&nbsp;
  
−
*Discovering Clause text and Attributes in the Word document of the Agreements and matching them with the Clause Library.
+
<span style="color:#800080;">'''819569 – APIs to Get Users based on filters applied to created or modified date'''</span>
−
*Updating these discovered Clauses and Attributes, and saving them to ICM.
+
−
*Looking up similar Agreements to assist during the negotiation process (overall Agreement similarity).
+
−
*Looking up Agreements with similar Clauses (particular Clause similarity).
+
  
−
This app is available in ICM through a technical configuration.
+
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.
  
−
'''Note:''' This app works on Microsoft Office 2016 for Windows version 16.0.4390.1000 or later, and Office .JS installed.
+
&nbsp;
  
 +
=== 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:#008000;">'''331509 – Obligation AI'''</span>
+
&nbsp;
 +
 
 +
== AI Applications Enhancement&nbsp;Details ==
 +
 
 +
<span style="color:#800080;">'''826493/884672 – Introducing a training mode in AI discovery'''</span>
 +
 
 +
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.&nbsp;
 +
 
 +
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 – &nbsp;'''
 +
 
 +
*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>
 +
 
 +
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.
 +
 
 +
&nbsp;
 +
 
 +
<span style="color:#800080;">'''826488 – Improving Clause delineation in AI'''</span>
 +
 
 +
DiscoverAI has now enhanced its logic for clause delineation to identify clause boundaries correctly.&nbsp;
 +
 
 +
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.
  
−
The process of identifying Obligations in an existing Agreement manually is tedious, time consuming and error prone. Obligation Discovery automates this process by applying Natural Language Processing and Machine Learning to this problem. This enables the discovery of Obligations from the Agreement without having to read the entire Agreement text by looking up similar Obligations from the Obligations Library, and automatically extracting key metadata from the discovered Obligations.
+
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 app is available in ICM through a technical configuration.
+
This functionality is available automatically for users with DiscoverAI license and no further configuration is required.
  
 
&nbsp;
 
&nbsp;
  
−
<span style="color:#008000;">'''331521 – Visualize AI'''</span>
+
== Reports Enhancement Details ==
  
−
It is difficult to search and analyze a large volume of data with Agreements and discover the meaningful relationships between contracts and associated entities. The Visualize AI feature offers rich visualization using diagrams, graphs, charts, images, and visually structured layouts to make Agreements easily searchable, readable, and understandable.
+
<span style="color:#800080;">'''886999/827025 – Introducing Platform Analytics by merging Power BI reports in Core'''</span>
  
−
This app is available in ICM through a technical configuration.
+
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, two types of visualizations are available:
+
With this release, the below 6 Core SSRS-based reports are being made available in Power BI form, under the “Reports” tile:&nbsp;
  
−
#'''Agreement centric:''' Visualize AI is launched for the selected Agreement allowing the user to easily navigate through the related entities and possible actions.
+
*Agreements Pending Approval Report
−
#'''Saved Search centric:''' Visualize AI is launched based on the selected saved search allowing users to view a collection of Agreements grouped and aggregated as per the configuration, and to easily navigate them using the rendered graph.
+
*Agreements Pending Execution Report
 +
*Expired Agreements Report
 +
*Expiring Agreements Report
 +
*Signature Type Report
 +
*User Login Report
  
−
'''Note:''' Saved Search centric visualization is available only for Agreements, and no other entities.
+
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.
  
 
&nbsp;
 
&nbsp;
  
−
== Enhancements to ICM Add-ins ==
+
<span style="color:#800080;">'''738910 – Ability to add/edit/delete attributes in Power BI data model'''</span>
  
−
<span style="color:#008000;">'''337242 – Extending support of Template Variables when using Word Add-in (.Net version)'''</span>
+
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;
  
−
With this release, the capability of tagging a Template Variable to Templates has been extended to the Word Add-in (.Net version). Thus, users can now add, modify and remove the Template Variable tags in the Template.
+
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;
  
 +
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.
 +
<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:#008000;">'''413509 – Removing support for adding Rule based Clauses in the Agreement document when using Word Add-in'''</span>
+
<span style="color:#800080;">'''575577 – Improving localization of reports'''</span>
  
−
With this release, the ability to add Rule based Clauses in the Agreement document when using Word Add-in is no longer supported. Rule based Clauses can only be defined at Template level.
+
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&nbsp;
 +
*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.
  
 
&nbsp;
 
&nbsp;
  
−
== Enhancements to Reports ==
+
&nbsp;
  
−
<span style="color:#008000;">'''345372 – Improvements to Reports'''</span>
+
== Integration Enhancement Details ==
  
−
With this release, enhancements have been made to the following Reports:
+
<span style="color:#800080;">'''207941 – Support for purchase order and invoices integration in Workday'''</span>
  
−
*'''Agreement Cycle Time Report:''' <ul style="list-style-type:circle;">
+
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;
−
</ul>  </ul>
+
  
−
</ul>
+
Users can configure the frequency and schedule of this task as well as subscribe to standard ICI notifications.&nbsp;
  
−
</ul>
+
&nbsp;
  
−
*It is renamed to ''Cycle Time Report''.
+
<span style="color:#800080;">'''848516 – Providing a unified flexible signature process through Adobe Sign console'''</span>
−
*A new filter ''Entity ''has been added with the following values: Agreements, Agreements with Contract Request, and Contract Requests.
+
−
*When the user selects ''Agreements'':
+
−
**
+
−
***Amendments will also be displayed.
+
−
***An additional column, ''Parent Agreement Code,'' has been added to the tabular data that will display the parent Agreement of the Amendment.   
+
  
−
*
+
Signing agreements is often a combination of manual signatures and electronic signatures.&nbsp;
−
**When the user selects ''Agreements with Contract Request'':
+
−
***A chart appears that displays the Contract Type by ''Average Cycle Time'' for all Agreements that have been created through Contract Requests. Clicking the ''Contract Type'' on this chart opens another chart that displays the Contract Requests by ''Status. ''The ''Waiting for Contract Creation'' status is added with this release.
+
−
***The following columns have been added to the tabular data – ''Contract Request Code, Contract Request Name, ''and ''Contract Request Created Date.'' 
+
−
**When the user selects ''Contract Requests'':
+
−
***A chart appears that displays the Contract Type by ''Average Cycle Time'' for all Contract Requests. Clicking the ''Contract Type'' on this chart opens another chart that displays the Contract Requests by ''Status'' (''Draft, Waiting For Approval, ''and ''Approved'').    
+
  
−
*'''Attribute Information Report: ''' <ul style="list-style-type:circle;">
+
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.
−
</ul>  </ul>
+
  
−
</ul>
+
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:
  
−
</ul>
+
*Add and modify the signatories.&nbsp;
 +
*Tag signatories in the Adobe Sign console. &nbsp;
 +
*Change the signatory sequence.&nbsp;
  
−
*The date format for the Date Attributes are now displayed in the mm/dd/yyyy format.  
+
Specify their desired multi-factor authentication method (password, SMS, Knowledge Based Authentication, and so on) at each signatory level.
  
−
*'''Detailed Report:''' <ul style="list-style-type:circle;">
+
&nbsp;
−
</ul>  </ul>
+
  
−
</ul>
+
<span style="color:#800080;">'''509553 – Ability to send associated documents along with the main agreement for signature using Adobe Sign'''</span>
  
−
*The ''History'' Date format is changed to Mm/dd/yyyy hh:mm AM/PM format.  
+
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;
  
−
*'''My Pending Requests Report:'''
+
The signatories can view and sign these associated documents, provided the signatory tags are added.
−
**It is renamed to ''Approved Requests Waiting For Contract Creation.'' 
+
 
 +
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.
  
 
&nbsp;
 
&nbsp;
  
−
*'''User Login Report:''' <ul style="list-style-type:circle;">
+
<span style="color:#800080;">'''514356 – Supporting email subjects with up to 255 characters for Adobe Sign'''</span>
−
</ul>  </ul>
+
  
−
</ul>
+
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.
  
−
</ul>
+
&nbsp;
  
−
*The IP Address column now captures the IP address from all possible scenarios along with the Session Start Time.
+
<span style="color:#800080;">'''797798 – Enhancements to Microsoft Dynamics CRM adapter'''</span>
−
*The ''Session Duration'' column has been removed.
+
  
−
== Integrations ==
+
Icertis Experience for Microsoft Dynamics CRM is now enhanced to provide better user experience and usability.&nbsp;
  
−
=== Icertis Adapter for Coupa Integration ===
+
The enhancements have been made in the following areas:
  
−
<span style="color:#008000;">'''341756 – ICM-Coupa Integration'''</span>
+
*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;
  
−
The ICM-Coupa integration allows exchange of data between the ICM platform and Coupa Spend Management platform through a configurable integration framework that uses a REST based Connector. Thus, users can manage end-to-end Procure-to-Pay, Source-to-Contract and Masterdata sync lifecycles between Coupa and the ICM platform.
+
&nbsp;
  
−
Through this integration, you have the following capabilities:
+
<span style="color:#800080;">'''725873 – Support for user provisioning/deprovisioning from ASB/SFTP/BLOB'''</span>
  
−
*As a Procurement Manager, an Agreement authored or updated in ICM is automatically created or updated in Coupa. When the Agreement is executed in ICM, it is automatically published in Coupa. It can then be used to initiate the Coupa requisition process and management of downstream steps like Purchase Orders, Invoices, etc. for any procurement contract, which can then be synced back to ICM.  
+
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;
−
*As a Sourcing Manager, when Sourcing events (RFx – RFI, RFP, RFQ, RFB) are created/updated in Coupa, the same can be pushed into ICM. Once events are closed with one or more supplier responses in Coupa, Agreements can be auto-created in ICM and they can then be authored and managed within ICM itself.  
+
 
−
*As a System Administrator, an external object Attribute mapping can be configured for any of the Coupa entities (such as Supplier Master, Payment Master, etc.), so that the Masterdata for the required entities from Coupa can be synced to the ICM Masterdata (based on the object/field mapping definition).  
+
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.&nbsp;
  
 
&nbsp;
 
&nbsp;
  
−
=== Icertis Experience for Salesforce ===
+
<span style="color:#800080;">'''725874 – Extending file-based inbound integration for agreements and associations'''</span>
  
−
<span style="color:#008000;">'''207220 – Allowing users to be redirected to the ICM Details page in Salesforce'''</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.
  
−
When creating Contracts, Contract Requests and Amendments from Salesforce, Administrators can now configure whether the users should be redirected to the ''ICM Contract details ''page or the ''Salesforce Record ''page from where the creation process was initiated.
+
Configurators can now:&nbsp;
  
−
This can be configured by selecting the ''Allow Redirect ''checkbox on the ''ICM Endpoint Configuration ''page. By default, the checkbox is not selected. When selected, the user is redirected to the ''Salesforce Record'' page, else to the ''ICM Contract detail ''page.
+
*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;
  
−
=== Enhancements to Adobe Sign ===
+
<span style="color:#800080;">'''792469 – Ability to update dates while uploading signed copy'''</span>
  
−
<span style="color:#008000;">'''244360 – Sending Adobe Sign Email notifications in the recipient’s preferred language'''</span>
+
Users now get the flexibility to update the effective and expiry dates while uploading the signed copy with manual signatures.
  
−
ICM has now improved user experience by providing support to send notifications to internal and external signatories in the localized language when using Adobe Sign, instead of sending the notification in English to all users.
+
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.
  
−
You can toggle the Agreement ''Preview'' to ''On ''or&nbsp;''Off''. When it is turned ''On'', you can tag the signature by toggling the ''Adobe Add Signature Tags'' field to ''Yes''. By default, this field is set to ''No''.
+
&nbsp;
  
−
'''Note:'''
+
&nbsp;
  
−
*This feature is only available for Agreements and Amendments.
+
== ICI Platform Tools Enhancement Details ==
−
*Only 1000 characters are allowed for the ''Default Message'' and the ''Additional Information'' combined.
+
−
*Ensure that you open a new browser window to perform the Adobe Sign Signature action after opening the Adobe Sign Email to ''Preview and Send''; else it may result in an error.
+
  
−
=== Enhancements to DocuSign ===
+
<span style="color:#800080;">'''842003 – P2P Enhancements for 7.16'''</span>
  
−
<span style="color:#008000;">'''275831 – Ability to send Associated documents along with the main Agreement for Signature'''</span>
+
With this release, the Promote to Production (P2P) framework has been enhanced:
  
−
ICM 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 DocuSign.&nbsp;<br/> The Signatories view and sign these Associated documents provided the Signatory tags are added.&nbsp;<br/> When the signing process is complete, ICM synchronizes back the Associated document and generates the Version and History record by the name of the last Signatory. Parent-child Associations, which are not signed but are part of the DocuSign envelop are also synced back.<br/> Note: This feature is applicable only for parent-child Associations. The .docx and .pdf file types are supported.<br/> &nbsp;
+
*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.
 +
*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.  
  
−
== Technical Requirements for Release 7.8 ==
+
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
== 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).
 +
 
 +
<span style="color:#800080;">'''830200 – Introducing One-Click Download'''</span>
 +
 
 +
Currently, ICI Sourcing allows users to download all the files relevant to any RFx by clicking the “Download Package” button.&nbsp;
 +
 
 +
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.&nbsp;
 +
<div class="image-green-border">[[File:7.16-One-ClickDownload.png|720px|7.16-One-ClickDownload.png]]</div>
 +
&nbsp;
 +
 
 +
=== ICI Risk Management Application ===
 +
 
 +
ICI Risk Management application is certified to work with the 7.16 release (RM7.16.0.341).&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
&nbsp;
 +
 
 +
=== ICI Obligation Management Application ===
 +
 
 +
The 7.16 Release introduces significant enhancements to the Icertis Contract Intelligence (ICI) Obligation Management Application (OM7.16.0.341).
 +
 
 +
<span style="color:#800080;">'''893215 – Predefined Set of Obligations'''</span>
 +
 
 +
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.&nbsp;
 +
 
 +
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’.
 +
<div class="note-box">'''Note''': The auto-associations supports only parent child type associations.&nbsp;</div>
 +
&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>
 +
 
 +
Several new Masterdata contract types, Rules, Notifications, and updates to existing contract types have been introduced.
 +
 
 +
[[File:7.16 RN SS 20.png|720px|7.16 RN SS 20.png]]
 +
 
 +
'''Contract Type Changes'''
 +
 
 +
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:
 +
 
 +
[[File:7.16 RN SS 21.PNG|720px|7.16 RN SS 21.PNG]]<br/>  <br/> '''Seeded Attribute Changes'''
 +
 
 +
These seeded attributes have been introduced with this release:<br/> [[File:7.16 RN SS 22a.PNG|720px|7.16 RN SS 22a.PNG]]
 +
 
 +
[[File:7.16 RN SS 22b.PNG|720px|7.16 RN SS 22b.PNG]]
 +
 
 +
[[File:7.16OM-Obligation Attributes4.png|720px|7.16OM-Obligation Attributes4.png]]<br/>  <br/> '''New Rules'''
 +
 
 +
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]]
 +
 
 +
'''Notifications'''
 +
 
 +
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:
 +
 
 +
*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.
 +
 
 +
'''Default Column Search Changes'''
 +
 
 +
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.
 +
 
 +
Similar to obligations, “Fulfillments” will also be displayed with a detailed view, featuring the &nbsp;columns configured in the “Default Column Search”.&nbsp;
 +
 
 +
'''Reports'''
 +
 
 +
The Power BI dataset for Obligations and Fulfillments has now been updated to reflect the newly seeded attributes in OM 7.16.&nbsp;
 +
 
 +
With the refreshed Power BI data model, configuring OM reports like the Compliance Dashboard is possible:
 +
 
 +
[[File:7.16OM-Reports2.png|720px|7.16OM-Reports2.png]]
 +
 
 +
&nbsp;
 +
</div>
 +
== Partner Enablement ==
 +
 
 +
<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. 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.
 +
 
 +
&nbsp;
 +
 
 +
== 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.&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>
 +
== Known Issues ==
 +
 
 +
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;
 +
 
 +
&nbsp;
  
−
The Icertis Contract Management base system can be accessed from any device with an Internet connection and a supported Internet browser. Not all features may be available in all the environments, and 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.
+
'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Association_Management|Association Management]] | [[Compliance_Management|Compliance Management]] | [[Template_Management|Template Management]] | [[Clause_Management|Clause Management]] | [[Configuration|Configuration]] | [[Reports|Reports]]&nbsp;| [[Advanced_Analytics|Advanced Analytics]] | [[User_Administration|User Administration]] | [[ICI_Tools|ICI Tools ]]|&nbsp; [[Icertis_Business_Apps|Icertis Business Apps]] | [[AIML|AIML ]]| [[ICI_Add-ins|ICI Add-ins]] | [[ICI_Mobile_App|ICI Mobile App]] | [[Biz_Apps_Release_Notes|ICI Business Apps Release Notes]]&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. 

 

7.16 RN SS 01.png

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.
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.

 

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

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.
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.

7.16 RN SS 02.png 

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.

 

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

Administrators can enter the translated values for these elements in the local language using ICI’s “Translations Editor” tool.

7.16 RN SS 03.png 

Business users can see localized values as per their preferred language settings.

7.16 RN SS 04.png 

The UI elements will be displayed in English if there are no local values available in the system for that specific element.

 

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.

Note: The resource values have not been changed in the context of the language in the current release.

 

740579 – Provision of self-serve data management tool

Moving one step ahead in the self-service, ICI now allows performing data management activities for entities in all workflow stages.
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.

7.16 RN SS 05.png 

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.
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.
By default, the Data Management utility is enabled and can be controlled through the technical configuration.

 

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
Utilizing these capabilities, users will be able to create complex delegation structures and manage their tasks more efficiently.
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.
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.
While setting multiple delegations, users can reorder the evaluation sequence to suit their needs.

7.16 RN SS 06.png 

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.
Users can view the recently expired 15 delegations which they can reactivate by updating; and reuse while setting up delegations structure.
These enhancements are automatically available with the upgrade and no further configuration is required.
 

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. 
Note: The necessary user details must be added to the Extended User Entity masterdata through technical configuration in order to migrate the user data.

 

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.

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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.

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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.
This configuration is available for:
  • 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.
This enhancement is available with the upgrade and no further configuration is required.

 

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.
Note: The auto-associations functionality supports only parent child type associations. 

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

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. 
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.

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The clause comments and edits made to them will be displayed:
  • 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. 
The clause comments will be displayed for clauses, tagged and assembled in agreements, with no further configuration required.
 

Mobile App Enhancement Details

881856 – Modifying mobile app with new theme color

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. 
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.
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 Note: There is no impact on the functionality or performance in iOS or Android due to this change.

 

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.

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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.
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2. Analyze agreements based on the AI Model – 
  • 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.
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3. Train the AI 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.

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The functionality is automatically available for users who have the DiscoverAI license and no further configuration is required.
 

575437/884668 – Introducing AI Studio to analyze multiple agreements

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.
 
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.
 
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.

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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.

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The AI Studio is an additional SKU and DiscoverAI, NegotiateAI, Obligation Management App and advanced analytics are prerequisite for enabling the AI studio license.


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.
Note: This applies to ICI out-of-the-box attributes as well as customer-specific attributes.

 

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. 

7.16-One-ClickDownload.png

 

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’.
Note: The auto-associations supports only parent child type associations. 

 

7.16OM-Obligation library.png
 

731890 – Seed Entity Changes

Several new Masterdata contract types, Rules, Notifications, and updates to existing contract types have been introduced.

7.16 RN SS 20.png

Contract Type Changes

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:

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Seeded Attribute Changes

These seeded attributes have been introduced with this release:
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New Rules

The following new Obligation Rules have been added in this release:
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Notifications

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:

  • 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.

Default Column Search Changes

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.

Similar to obligations, “Fulfillments” will also be displayed with a detailed view, featuring the  columns configured in the “Default Column Search”. 

Reports

The Power BI dataset for Obligations and Fulfillments has now been updated to reflect the newly seeded attributes in OM 7.16. 

With the refreshed Power BI data model, configuring OM reports like the Compliance Dashboard is possible:

7.16OM-Reports2.png

 

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:

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Known Issues

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

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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 |

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