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An agreement is a type of contract that your organization signs with third party. An agreement can be for legal or procedural purpose.
You can do the following tasks relating to your agreements using the Agreements feature. Let us understand these tasks in detail.
Contents
[hide]- 1 Requests
- 2 Create a Request
- 3 Review and Approve/Reject a Request
- 4 Edit a Request
- 5 Search Contracts/Agreements
- 6 Create a Contract/Agreement
- 7 Edit a Contract/Agreement
- 8 Delete a Contract/Agreement
- 9 Cancel a Contract/Agreement
- 10 Add Team to Your Contract/Agreement
- 11 Review and Approve/Reject a Contract/Agreement
- 12 Deviation in Clauses
- 13 Execute a Contract/Agreement
- 14 Terminate a Contract/Agreement
- 15 Add Amendment to a Contract/Agreement
- 16 Upload Agreements Using MS Excel
- 17 System Requirements
- 18 Installing ICM Excel Add-in
- 19 Upload agreements to ICM
- 20 Association Management
Requests
Search an Existing Request
View Request Status
Create a Request
Create a New Request
Copy an Existing Request
Download and Print Request Information
Review and Approve/Reject a Request
Send a Request for Review
Review a Request
Send a Request for Approval
Approve a Request
Add Notes
Edit a Request
Search Contracts/Agreements
Search Contracts/Agreements
Save Your Search Results
Export Search Results
Create Smart Link for Agreement
Create Smart Link for Association
Create a Contract/Agreement
Create a Fresh Contract/Agreement
Create a Contract/Agreement from Contract Request
Copy an Existing Agreement
Export Search Results
Add Supporting Documents to Your Contract/Agreement
Add Commitments to Your Contract/Agreement
Set Auto-Expiry of a Contract/ Agreement
Download and Print Contract/Agreement Information
Send a Message
Edit a Contract/Agreement
Delete a Contract/Agreement
Cancel a Contract/Agreement
Add Team to Your Contract/Agreement
Add or Remove Approvers after Contract/Agreement is Published
Home > Agreement Management > Add and Remove Approvers
You can Add, Remove Approvers and arrange them sequentially if you have privilege to Add/Remove Team.
In ICM, there are certain user privileges regarding managing the ICM features and functions. These privileges are provided by ICM Administrator.
After an Agreement is published, you can Add or Remove an Approver in Draft and Waiting for Approval state.
Add an Approver
To add an Approver:
1. On the home page, click the Agreements tile.
2. Now on the Agreements page, view 
the Agreement either in Draft state or Waiting For Approval state, to add the Approver.
3. Click the Team option in the left pane. All the team members for the Agreement will appear.
4. Now click 
next to Add. The Add User dialog box will pop up.
5. In Add User dialog box Select Role field consists of nine types of Approver and other roles as well which are:
- Business Function Approver
- Compliance
- Compliance Approver
- Contract Admin
- Finance Approver
- Legal Approver
- Marketing Approver
- Observer
- Other Approver
- Product Approver
- Sales Approver
- Secondary Owner
- Technical Approver
- Business Function Approver
Select the type of Approver as per the requirement.
| Note: When Agreement is in Draft or Waiting For Approval state, only the Approvers can take action. |
6. After that under Select User, select appropriate user or search the user by entering the initials in Search User field.You can select multiple users as Approver.
7. The hierarchy number of the user appears in the Step Number box. You can change the step number according to your agreement flow or keep it as it is.
8. The Step Number can be earlier, current or higher, irrespective of User step. The Agreement approval flows sequentially according to the step number.
9. Once the Users are selected, enter the required comments in the Comments box.
10. By default Send Notification check box will be checked, so all the users added as Approver will receive a notification regarding it. If you don't want to send notification to the added users, uncheck the Send Notification box.
| Note: Only the User added manually will receive Notification. |
11. Click Add. The added user will appear in Team option.
Remove an Approver
You can remove only those Approvers that you have added manually. Approvers that are defined by rule cannot be removed.
To remove an Approver:
1. Click 
next to the Approver name. A dialogue box will pop up with the message You are about to remove a team member! in it.
2. Enter the required comments in Comments box.
3. By default Send Notification check box will be checked, so the user getting removed will receive a notification regarding it. If you don't want to send notification to the user, uncheck the Send Notification box.
| Note: At a time only one user can be removed. |
4. Click Submit, the user will be removed.
Enable and Disable Approvers
Home > Agreement Management > Enable and Disable Approvers
You can Enable, Disable approvers, if you have Enable/Disable Team privilege. In ICM there are certain user privileges regarding managing the ICM features and functions. These privileges are provided by ICM Administrator.
After an Agreement is published, you can Enable or Disable an Approver in Draft and Waiting for Approval state.
1. On the Agreements page, click the Team option in the left pane. All the team members for the Agreement will appear.
2. Click 
to disable a user.
The message 'Are you sure you want to disable user?' appears.
Click Yes to disable the user tile.
3. Click 
to enable a user.
The message 'Are you sure you want to enable user?' appears.
Click Yes to enable the user tile.
| Note: If you have the necessary privileges, you can add or remove Approvers as well. |
Trigger Notification
Home > Agreement Management > Trigger Notification
Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Notifications tab.
Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.
Before triggering a notification, you need to create an agreement and add members to the agreement team.
To create an agreement:
1. On the ICM Dashboard, click Agreement Management.
2. On the Agreement Management page, click Create Agreement.
3. The Create Agreement page consists of four tabs.
A. Contract Type Details
B. Attributes
C. Select Template
D. Verify
A.Contract Type Details
| Field | Action |
|---|---|
| Category | Select relevant category |
| Contract Type Name | Select appropriate contract type name |
| Type Of Paper | Select appropriate type of paper |
| Note: Depending on the type of paper you select, tabs appear differently: - If you select the Type Of Paper as Own, the Select Template tab appears. The tab displays the relevant templates for the selected contract type. |
B. Attributes
The fields that appear in Attributes tab depend on the Contract Type you selected. Enter the necessary information on this page and click Next.
C. Select Template
Select the appropriate template from the available list.
D. Verify
The Verify page consists of four buttons.
-Previous: Click this button to go back to the earlier screen.
- Create: Click this button to create the agreement.
-Create and Publish: Click this button to create and publish the agreement.
-Create and Send for Approval: Click this button to create and send the agreement for approval.
Let us understand how to trigger a notification.
To trigger a notification:
1.On the Agreement Details page, in the left pane, click Team.
2.On the Agreement Teampage, click along Add.
3.On the Add User page, select the appropriate user and the role of the user.
3.Select the Send Notification checkbox to send the notification to the user you added.
Note: You can select the Send Notification checkbox to send notification to the user you may have removed.
Review and Approve/Reject a Contract/Agreement
Send a Contract/Agreement for Review
Home > Agreements > Send a Contract/Agreement for Review
ICM has strong review and approval processes. After the agreement is created, you (primary owner) send it for internal and external review. The third party review process is carried out off-premises. The Reviewer can suggest the changes wherever necessary.
To send a document for a review:
1. On the details page of an agreement, click Request Review.
The Request Review dialog box appears.
| Note: The Third Party tab displays a user that you have added as an external signatory while creating an agreement. |
Make the appropriate selection:
- a. Select Internal to add internal user as a reviewer.
- b. Select Third party to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.
2. Under Select User, select appropriate user as a reviewer. Alternatively, in the Search User box, type the name of the appropriate user, and then click 
.
Use the scroll arrows 
to scroll through users.
3. Click Send. The reviewer receives a notification for review. The status of the document changes to Review Pending.
To learn how to review a agreement, click Review a Contract/Agreement.
Review a Contract/Agreement
Home > Agreements > Review a Contract/Agreement
There are two ways to review an agreement:
- Internal Review.
- Third party review.
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the Agreements feature:
- Contract Admin
- Primary owner
- Approver
- Reviewer
- Deviation approver
You can review an agreement as an internal reviewer if you are assigned a role of a Reviewer. Third party review is done by the external parties of an agreement. Let us understand the process to review an agreement as a Internal Reviewer
Review as an internal reviewer
To review an agreement as an internal reviewer:
1. Click the Notifications tile on the Home page, and then the Tasks tab. A list of tasks appear.
2. Click the agreement name. The agreement details and preview page appears.
- a. Click the appropriate buttons:
- - Download Document to download the agreement.
- - Cancel Request to cancel the review.
- - Upload Document to upload the reviewed document.
- - Approve to approve the review.
- - Reject to reject the request.
- - Download Document to download the agreement.
- b. Click Approve to approve the request. The Add Note dialog box appears.
- c. Type appropriate comments, and then click Add. The status of the agreement changes to Draft.
Once an agreement is sent for the review using Request Review; this action can be cancelled as well.
3. Subsequently, you can perform certain tasks as required.
- - Download Document to download the agreement.
- - Upload document to upload the agreement.
- - Edit to edit the agreement document.
- - Assemble Contract to assemble multiple contracts.
- - Request Review to send the agreement for review.
- - Send For Approval to send the agreement for approval to the respective approver.
- - Delete to delete the agreement.
Review as a third party reviewer
To review an agreement as a third party reviewer:
- 1. Download the document that you have received by e-mail from the primary owner.
- 2. Review the document, and then send it to the primary owner by e-mail.
If you are a primary owner:
When you receive the document from the reviewer, incorporate the changes, if any, and upload the document.
Related Topics:
Delegate an Agreement Approval/Review
Recall an Approval
Home > Agreements > Recall an Approval
In ICM, user (primary owner) also has an ability to Recall an Approval, which will roll back the Agreement sent for approval, into Draft state. It helps the user to make basic changes required in the Agreement and trigger back the approval workflow again.
To Recall an Approval:
1. On an Agreement page view the Agreement which is in Waiting for Approval state.
2. Now on the Agreement Details page, click Send for Approval to send the Agreement further for approval.
3. Once you click Send For Approval, Recall button will appear.
4. You can click Recall if you want to make any changes to the Agreement which is required and was not done before sending the Agreement for approval.
5. When clicked on Recall, Add Note dialog box pops up. If required enter the relevant description and select the appropriate reason code in the Reason Code field from the list provided.
6. Once done click Save. The Agreement will be back in Draft state.
Approve a Contract/Agreement
Home > Agreements > Approve a Contract/Agreement
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the Agreements feature:
- Contract Admin
- Primary owner
- Approver
- Reviewer
- Deviation approver
You can approve/reject an agreement if you are assigned a role of a Approver.
To approve an agreement:
1. On the Home page, click the Notifications tile, and then the Tasks tab. A list of notifications appear.
2. Click the agreement name link. The Agreement Details page appears.
3. Click Approve. The Add Note dialog box opens.
4. Type appropriate note, and click Add. The status of the agreement changes to Approved.
To learn how to send an agreement for review, click Send a Contract/Agreement for Review
Tutorials:
Approve Agreement
Related Topics:
Delegate an Agreement Approval/Review
Reject a Contract/Agreement
Home > Agreements > Reject a Contract/Agreement
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the Agreements feature:
- Contract Admin
- Primary owner
- Approver
- Reviewer
- Deviation approver
You can approve/reject an agreement if you are assigned a role of a Approver. If you reject an agreement, you have to provide the appropriate reasons for it.
To reject an agreement:
1. On the ICM Home page, click the Notifications tile, and then click the Tasks tab. List of tasks waiting for your action appears.
2. Click the agreement name link that you want to approve. The Agreement Details page appears.
3. Review the agreement, and then click Reject to reject and agreement. The Add Note dialog box appears.
4. Type your comments or details explaining why you are rejecting the agreement.
5. In the Reason Code list, select the appropriate reason, and then click Add. The agreement goes back to the Draft state.
Tutorials:
Reject Agreement
Add Notes
Home > Agreements > Add Notes
Notes are the comments added to a contract request or a template.
You (primary owner) can add your comments while creating or editing a contract request.
To add notes while creating or editing a request:
1. On the contract Requests Details page, click the Notes tab, then click Add Note. The Add Note dialog box appears.
2. In the Add Note dialog box , type the appropriate note.
Delegate an Agreement Approval/Review
Home > Agreements > Delegate an Agreement Approval/Review
If you are an approver, you can delegate your task of approving, reviewing, or signing an agreement to another user.
To delegate an agreement:
1. On the Home page, click the Notifications tile , and then click the Tasks tab. A list of tasks appears.
2. Click the agreement name link. The Agreement Details page appears.
3. Click Delegate. The Select User dialog box appears.
4. Select a user, and click Add. Alternatively, in the Search User box, type the name of the desired user, and click .
Use the scroll arrows to scroll through users. The Agreement task delegated successfully message appears.
5. Click OK. The delegated user receives a notification.
| Note: After delegating a task, the Recall Delegation button is visible on the Agreement Details page using which the approver can recall the delegation. |
Tutorials:
Delegate an Agreement
Deviation in Clauses
Review Deviated Clauses
Home > Agreements > Review Deviated Clauses
The third party/supplier makes modifications to contract and sends it to you (Primary Owner).
Being a Primary Owner, you then review deviated clauses and send it for deviation approval to the Deviation Approver.
To review deviated clauses:
1. Upload the agreement/contract in ICM.
2. Click 
located on the upper right corner of the Agreement Details page. ICM identifies the changes made by the third party/supplier and displays them
in the Clause Comparison Report. The modified clauses are flagged as Deviated Clauses.
The Clause Comparison Report displays the following:
- The Previous Text column displays the original clause text.
- The Current Text column displays the modified text. Scroll down to see the complete list of changes done for different clauses.
- The newly added text is highlighted in green.
- Strike through represents the text that is removed.
- The History tab displays the deviation information.
3. On the Deviations tab, click 
to view the deviation details of a clause.
On the Deviation Details dialog box, you can take the following actions:
- View the changes done in the Comments box.
- Review the changes done for clauses, and add a comment for each clause.
These comments will be visible to Deviation Approvers which will help them decide whether they should approve or reject a clause.
4. Add Deviation Approvers to the Team.
| Note: If the Deviation Approval Rule is defined, deviation approvers are automatically added in the Team tab. |
Related Topics:
Add Manual Deviation
Approve Deviated Clauses
Home > Agreements > Approve Deviated Clauses
A user role defines controls or permissions given to a user. ICM has the following predefined user roles for the Agreements feature:
- Contract Admin
- Primary owner
- Approver
- Reviewer
- Deviation approver
You (primary owner) send the reviewed agreement/contract to Deviation Approver. As a Deviation Approver, you can approve or reject individual clauses inside the agreement if a Deviation Approver role is assigned to you.
To approve/reject deviated clauses:
1. Click the agreement/contract link that you have received in the email notification. The system navigates you to the Deviations tab of agreement details page.
4. Click 
to view comments provided by other users in the team or other stakeholders.
2. Click . The Deviation Details dialog box displays the comments provided by other users. You can add your own comments too.
3. After your review, click one of the following buttons:
- Approve to approve the clause.
- Reject to reject the clause.
- Delegate to delegate the task to another user.
To learn more, click Delegate an agreement.
The History tab displays all the events and actions related to the Clause deviations and the approval flow.
Add Manual Deviation
Home > Agreements > Add Manual Deviation
In the third party review, the Third party/Supplier makes modifications to agreement/contract and sends it to the Primary Owner. Primary Owner (you) check for the deviated clause text that might need approval. After reviewing, primary owner(you) add the deviated clause text manually by using the Deviations tab. Then, primary owner(you) send the contract for further approval.
To add deviations:
1. On the Agreements page, click to add deviations to an agreement.
2. On the Agreement Details page, click the Deviations tab.
3. Click next to Add Deviation. The Add Deviation dialog box appears.
4. On the Add Deviation dialog box, add deviation to agreement clauses as follows:
- a. In the Select Clause box, select the desired clause using the select icon. The Select Clauses dialog box appears.
- b. Select the clause to which you want to add deviation. Alternatively, you can type the clause name, and click
to search a clause. - c. Click Add. The clause name appears in the Select Clause box.
- d. In the Deviated Text box, type the new/updated text.
- e. In the Comments box, type comments related to deviated clause that you want other users to see.
- f. Click Save. The 'Deviation added successfully.' message appears.
- g. Click OK. The deviation appears in the Deviation tab.
Related Topics:
Review Deviated Clauses
Execute a Contract/Agreement
Fulfil a Commitment
Home > Agreements > Fulfil a Commitment
Every agreement or contract has obligations associated with it. The obligations are towards the transactions, clauses, and so on. Commitment is like a reminder to fulfil these obligations. For example, reminding supplier about contract expiry.
The Primary Owner creates a commitment to keep a track of a certain tasks relating to an agreement. The commitment owner on the due date of commitment, takes the appropriate action to fulfil the commitment. For example, a commitment may be to remind a supplier to provide necessary information on time , or to renew a contract, and so on.
To fulfill a commitment:
1. On the Home page, click the Notifications tile, and then the Commitments tab. List of commitments that you need to fulfil appears.
2. Click next to the commitment that is pending for you.
3. In the Add Action Details tab, enter the following information:
- a. In the Action Taken box, type the details of the action you have taken on the commitment.
- b. In the Action Date box, type or select the action date from calendar.
- c. In the Remarks box, type your remarks, if any.
- d. In the Commitment Status list, select one of the following:
- • Cancelled
- • Failed
- • Postponed
- • Succeeded
- • Cancelled
If you select the status as Postponed, the New Expected Completion Date box appears.
Type or select the new date from calendar.
- e. In the File field, click Select File to upload supporting documents.
- f. Click Save. The message appears as follows:
'Commitment will not be editable anymore. Do you want to continue?'
- g. Click Save.
Send an Agreement to External/Third Party Signature
Home > Agreements > Send an Agreement to External/Third Party Signature
After an agreement is approved and signed internally, the agreement status changes to Waiting for External Signature. Then, you (primary owner) send it for external signature using the Send for External Signature button.
External signatory can sign the agreement manually or electronically.
When an agreement is sent for electronic signature; it is sent through electronic signature software. ICM is integrated with Electronic Signature Software (EchoSign/DocuSign). In case of manual signature, the agreement is sent by an e-mail to the external signatory.
Here is the process to send an agreement for external signature:
To send an agreement to external signatory:
- 1. Click the agreement that you want to send to external signatory. The Details page appears.
- 2. Click Send For External Signature. An e-mail is sent to the external signatory from Docusign. The status of the agreement changes to Waiting For External Signature.
In case of manual signature, the document is sent by an e-mail to the external signatory.
Electronic Signature for Own Paper
Home > Agreements > Electronic Signature for Own Paper
ICM is integrated with Electronic Signature Software (EchoSign/DocuSign). An external signatory can review an agreement and then electronically sign it by using Docusign.
You may want to read Send an Agreement to External/Third Party Signature before you begin the following task.
To sign an agreement electronically:
1. Open the e-mail that you have received from Electronic Signature Software (EchoSign/DocuSign), and then click Review Document. The Please review & Act on These Documents window appears.
2. Click to select the I agree to use Electronics Records and Signatures check box, and click Continue. The Fields menu is enabled on the left panel.
If you are using Internet Explorer, docusign.net wants to track your physical location message appears on screen. Click Allow.
| Note: In the document, sender may mark few fields that appear with a text box next to the field name. Fill the appropriate information in appropriate text box. e.g. title, company. |
3. Click Sign next to Signature. If you are signing the document for the first time, the Adopt Your Signature dialog box appears.
| Note: If you are a regular signer (signing a document more than once), the system inserts the signature that you have used while signing for the first time. |
4. Verify your Full Name, Initials, and Signature. Your Full Name and Initials appear as they are entered at the time of your user creation process.
5. On the Select Style tab, verify your signature.
6. Click Change Style to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures.
You can select from the list of styles.
7. Alternatively, click the Draw tab to draw your own signature. Click Clear to clear the signature.
8. Click Adopt And Sign. The Signature and Initials appear onto the document.
| Note: Once the signature appears onto the document, you cannot go back and change the style of the signature. |
9. Click Finish. You receive a notification stating your signature process is completed.The status of the agreement changes to Waiting For Internal Signature.
An e-mail is sent to the internal signatory.
Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once the Internal Signator signs the agreement, the status changes to Executed.
A notification e-mail is sent to the primary owner, internal signatory, and external signatory.
Electronic Signature for Third Party Paper
Home > Agreements > Electronic Signature for Third Party Paper
ICM is integrated with Electronic Signature Software (EchoSign/DocuSign) that enables external signatory to review and electronically sign an agreement.
You may want to read Send an Agreement to External/Third Party Signature before you begin the following task.
To sign an agreement electronically:
1. Open the email that you have received from Electronic Signature Software (EchoSign/DocuSign), and then click Review Document. The Please review & Act on These Documents window appears.
2. Click to select the I agree to use Electronics Records and Signatures check box, and click Continue. The Fields menu is enabled on the left panel.
| Note: If you are using Internet Explorer, docusign.net wants to track your physical location message appears. Click Allow. |
In the Fields menu, you can use the following options:
- Signature: Drag and drop your signature onto the document.
- Initial: Drag and drop your initials onto the document.
- Date Signed: Drag and drop the Date onto the document. Displays current date by default.
- Name: Drag and drop the Name box. Type your name into the box.
- Company: Drag and drop the Company box. Type the name of your company into the box.
- Title: Drag and drop the Title box. Type the title into the box.
- Text: Drag and drop Text box. Type additional text into the box.
- Checkbox: Drag and drop Checkbox into the document.
3. Drag the Signature onto the document. The Adopt Your Signature dialog box appears. Verify your Full Name, Initials, and Signature.
Your Full Name and Initials appear as they are entered at the time of your user creation process.
4. On the Select Style tab, verify your signature.
5. Click Change Style to change the style of your signature and initials. A list of alternate styles appear. Use scroll arrows to scroll through the signatures.
You can select from the list of styles.
6. Alternatively, click the Draw tab to draw your own signature. Click Clear to clear the signature.
7. Click Adopt And Sign. The Signature and Initials appear onto the document.
| Note: Once the signature appears onto the document, you cannot go back and change the style of the signature. |
8. Click the Other Actions menu.
In the dialog box that appears, select from the following options:
- A. Click FINISH LATER to save the document in its current state, and finish the signing process at a later time.
- B. Click PRINT & SIGN to print the document, and sign it in ink. You can scan and upload, or fax the document.
- C. Click ASSIGN TO SOMEONE ELSE to assign a third person as a signatory.
In the Assign to Someone Else dialog box, fill in the following:
- 1. In the Email Address for the New Signer box, type the email address of the person you want to assign the envelope.
- 2. In the New Signer's Name box, type the name of the new signor.
- 3. In the Please provide a reason to Research Team for changing signing responsibility box, type the reason for changing the signing responsibility.
- 4. Click ASSIGN TO SOMEONE ELSE. The new signor and the original sender receives a notification with you as a Carbon Copy (CC) recipient.
- 1. In the Email Address for the New Signer box, type the email address of the person you want to assign the envelope.
- D. Click DECLINE TO SIGN to notify the sender that you refuse to sign the document.
9. Click FINISH to complete the signature process. You receive a notification stating your signature process is completed.
The status of the agreement changes to Waiting For Internal Signature. An email is sent to the internal signatory.
Internal Signatory follows steps 1 to 9 to electronically sign the agreement. Once an Internal Signatory signs the agreement, the status of the agreement changes to Executed.
A notification email is sent to the primary owner, internal signatory, and external signatory.
Manual Signature
Home > Agreements > Manual Signature
An external signatory can review an agreement and then manually sign it by downloading the attachment received in email.
You may want to read Send an Agreement to External/Third Party Signature before you begin the following task.
To sign an agreement manually:
1. Open the e-mail that you have received from ICM, and then click Download to download the attachment that you have received in the mail.
2. Sign the hard copy of the agreement, and then scan the copy.
3. On the Details tab of the agreement, click Upload Signed Copy . The Upload Document dialog box appears.
4. Click Select File, and then upload the signed copy of the agreement. The status of the agreement changes to Waiting For Internal Signature.
Once the external signatory signs an agreement, an e-mail is sent to the internal signatory for signature.
5. The internal signatory follows steps 1 to 4 for the manual signature.
Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to 'Executed'.
A notification e-mail is sent to the primary owner, internal signatory, and external signatory.
Terminate a Contract/Agreement
Post - Execution Review of an Agreement/Contract
Home > Agreements > Post - Execution Review of an Agreement/Contract
The primary owner (you) initiates the post - execution review before terminating an agreement. For more details refer topic Terminate an Agreement.
In the post execution review, the authorized reviewer reviews the agreement. The reviewer verifies the clauses, terms and conditions,commitments of the agreement.
Let us see now how to initiate the post - execution review:
1. On the ICM Home page, click the Agreements tile. The list of existing agreements is displayed on the Agreements page.
2. Enter the Search For parameter as Status.
3. Select the status as Executed. The list of executed agreements is displayed in a tabular format.
4. Click the View Record icon next to the appropriate agreement record to view the agreement details.
5. Click on Send for Review button to send the agreement for a post-execution review.
As per the rule, contract will be sent to the person who is added in a Team as a Reviewer.
Terminate an Agreement
Home > Agreements > Terminate an Agreement
Terminate an agreement means putting an end to the existing executed agreement. You can terminate an agreement for various business reasons.
Prerequisite to terminate an agreement:
The primary owner (you) initiates the post - execution review before terminating the agreement. The authorized reviewer in the team reviews the agreement. After the agreement is reviewed, the status of the agreement changes to Reviewed. Thereafter, primary owner (you) can terminate the agreement.
Refer topic Post - execution review of an agreement for more details.
Let us see now how to terminate an agreement:
1. On the ICM Home page, click the Agreements tile. The list of existing agreements is displayed on the Agreements page.
2. Enter the Search For parameter as Status. Agreements having various status are displayed along with the count of agreements having respective status.
3. Select the status as Executed. A list of executed agreements is displayed in a tabular format.
4. Click the agreement name link that you want to send for the post execution review. The Agreement Details page appears,click Send for Review. After the agreement is reviewed by the authorized reviewer in the team, the agreement status changes to Reviewed
5. Click the agreement name link to open the agreement, the Agreement Details page appears. Click Terminate to terminate the agreement. The agreement status changes to Terminated .
Add Amendment to a Contract/Agreement
Add Amendment to a Contract/Agreement
Home > Agreements > Add Amendment to a Contract/Agreement
Once an agreement is executed, you cannot edit it. However, you can add amendment to an executed agreement.
To add amendment to an agreement:
1. On the Agreement Details page, click Add amendment. The Add amendment page appears.
2. On the Attributes tab, make changes to the information that you want to update, and then click Next. The Verify tab appears.
3. On the Verify tab, verify the information that you have updated, and then click Create. The Amendment Details page appears. The amendment moves to the Draft state.
4. On the Amendment Details page, do the following:
Click the buttons as appropriate:
- Download Document to download the document for review.
- Upload Document to upload the document.
- Edit to edit the amendment.
- Publish to publish the amendment.
The parent agreement appears on the upper right corner above the amendment summary.
Click the name of the agreement (for example, ICMMSATest_28) to view the parent agreement.
The amendment appears on the Amendment tab on the Agreement Details page (of the parent agreement).
5. Click 
to view the amendment.
| Note: After adding an amendment to an agreement, it has to go through the similar flow of agreement from draft until execution. When the amendment is executed, it supersedes the original agreement and the status changes to Superseded. |
Upload Agreements Using MS Excel
Install ICM Excel Add-In
Home > Agreements > Install ICM Excel Add-In
ICM Excel Add-in is a software program that adds ICM functionality to Microsoft Excel. Once you install the Add-in, it gets integrated with Microsoft Excel.
System Requirements
- Microsoft Office 2010 and above
- Microsoft .NET Framework 4.5 and above
- Visual Studio 2012 Tools for Office Runtime package
Installing ICM Excel Add-in
To install the ICM Excel Add-In
1. Double-click the setup.exe program file on your hard disk to start the Setup program.
2. In the ICM Excel Add-In - InstallShield Wizard, Click Next.
3. Read the Readme information, and then click Next.
4. Check the settings before you begin the installation, and then click Install. If you want to review or change any of your installation settings, click Back.
Click Cancel to exit the wizard.
5. In the Do you want to allow the following program from an unknown publisher to make changes to this computer? message, Click Yes.
Once the installation completes, the InstallShield Wizard Completed message appears.
6. Click Finish.
Once you install the ICM Excel Add-in, the ICM Bulk Insert tab appears on the Microsoft Excel toolbar.
To learn how to log on to the ICM Excel Add-in, click [Log In to ICM Excel Add-In | Login to the ICM Excel Add-In.
Log In to ICM Excel Add-In
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Upload Agreements Using ICM Bulk Insert
Home > Agreements > Upload Agreements Using ICM Bulk Insert
With Microsoft Excel Add-in, you can create and upload agreements in your central ICM repository using the familiar Microsoft Excel interface.
You can use ICM Excel Add-in to create agreements in bulk, and upload them into ICM at once.
Upload agreements to ICM
By using ICM Excel Add-In, you can upload bulk of agreements at once.
To upload agreements:
1. On the ICM Bulk Insert tab, in the Selections group, click Contract Type list, and then select appropriate contract type.
2. In the Action list, select from the following actions:
- Create Agreement: Click to create a new agreement.
- Create Agreement With Association: Click to create agreement and add associations (associated document/agreement) to it.
- Update Agreement: Click to update an existing agreement.
- Add Associations To Existing Agreements: Click to add associations to already created agreements.
- Update Associations Of Existing Agreements: Click to update the associations of already created agreements.
- Add Amendment: Click to add amendments to agreements.
- Update Amendment: Click to update existing amendment.
- Update Associations Of Existing Amendments: Click to add/update associations of existing amendments.
3. In the Actions group, click Populate Workbook. The 'This will populate workbook for selected action. Do you want to continue?' message appears.
4. Click Yes. All the attributes related to the selected contract type appear as column headers in the excel sheet.
5. Fill appropriate information in the attributes.
| Note: The attributes that appear in red color are mandatory. For example, in the Status attribute, you must select the status from Draft, Publish, Send For approval, and DirectByPass (execute). |
6. Click Upload. The Agreements created successfully message appears. The agreement appears in ICM as well as gets listed in the excel sheet.
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Association Management
Create an Associated Document
Home > Agreement Management > Create an Associated Document
In ICM, now you can create the associated documents separately.
To create an associated document:
1. On the ICM Home page, click the Associated Documents tile. The Associated Documents page appears.
2. Click the Create Associated Document tile. The Create Associated Document wizard opens.
The wizard consists of two tabs:
- Associated Details
- Metadata
Enter the data in each tab as follows and click Next to go to the next tab.
- Associated Details
1. In the Parent Agreement field, click 
to select the agreement for which you want to create the associated document.
2. In the Category list, select the category of the associated document.
3. In the Contract Type Name, select the contract type for which you want to create the associated document.
- Metadata
In the Metadata tab, enter the appropriate information in the attributes, in the File Path field upload the associated document, and then click Create. The Associated Document gets created.
Search an Associated Document
Home > Agreement Management > Search an Associated Document
Use Search feature to get relevant search results. You can use various methods to narrow down your search and locate the associated document you are looking for.
To search associated documents:
1. On the ICM Home page, click the Associated Document tile. The Associated Document page appears.
Search for a specific associated document by using any of the following options:
2. Under Search For,
- Click the Select Field list, and then select appropriate item from the list. The results that are relevant to the item appear. For example, if you select Status (to filter associations according to various status' pf associated documents), list of various status' of associated documents appear. You can then select appropriate status to filter your search.
- The number in the bracket denotes the number of available items which contain the search term. You can also select multiple options.
- Click the Select Field list, and then select appropriate item from the list. The results that are relevant to the item appear. For example, if you select Status (to filter associations according to various status' pf associated documents), list of various status' of associated documents appear. You can then select appropriate status to filter your search.
- To narrow your search, type free text in the Custom Keyword box, and then click Apply.
3. Alternatively, type keywords in the search box that is provided above the list of existing associated documents. A list of relevant associated documents appears.
4. You can further narrow your search by using any of the following methods:
| Search Term | Result |
| "..." | Type the search term in double quotation marks. It shows existing associated documents that include the exact search term. |
| *...* | Type the search term in star characters. It shows existing associated documents that include the exact search term. |
| *... | Prefix * to the search term. It shows existing associated documents that end with this term. |
| ...* | Suffix * to the search term. It shows existing associated documents that start with this term. |
Viewing the saved search terms and mark search as a Favorite
You can view your saved search terms by doing the following:
- a. In the More Searches box, select your saved search.
- b. Click
to mark the search term as favorite. You can find your marked favorites below the tiles.
To learn how to save your search, click Save Your Search Results.
Approve an Associated Document
Home > Agreement Management > Approve an Associated Document
When the associated document is created, the approval rule triggers, and the document is sent to the approvers that are set by the approver rule. If you are an approver, you can approve or reject the associated document.
To Approve an associated document:
1. On your Home page, click the Notifications tile. The Tasks tab appears by default.
2. Click the association name link that you want to approve. The Associated Document Details page appears.
3. To Approve the document, click Approve. To reject the document, click Reject.
4. If you click:
- Approve: The Add Note dialog box appears. Type your comments and then click Add. The associated document gets approved.
- Reject: The Add Note dialog box appears. Type your comments, select the appropriate reason code, and then click Add. The associated document gets rejected and goes into the Draft state.
