Agreement Management

Requests

In ICM, request is the first step to create an agreement. You want to create an agreement, but you are not sure of which template or agreement type to be used. In such a case, you can raise a request to create an agreement else you can skip request , and go to create an agreement. The request will go to the authorised agreement creator. Then, the authorised agreement creator will create an agreement based on this request.

Search an Existing Request

Home > Requests > Search an Existing Request

In ICM, you can search an existing request for multiple reasons such as:.

To know the details of the request raised.
To know the status of the request raised.
To copy an existing request.
To edit an existing request.

You use multiple parameters to search an existing request.

Here is the process to search for an existing request:

In ICM, you can use various options given below, including the dynamic search feature, to find the desired requests.
Option 1:
To search an existing request:

1. Click the Requests tile on the Home page.

The Requests page appears.

To search particular requests select one of the following options:

2. Under Search For,

Click the Select Field drop-down list, and then Select an appropriate item from the list. The results that are relevant to the item appear. For example, if you select Status (it means you want to filter requests according to their statuses), list of various statuses such as Draft, Approved, Executed appears. You can then select appropriate status to filter your search.
Likewise, you can select agreement code to search the requests matching the selected agreement code.
The number in the bracket denotes the number of available requests which contain the search term. You can also select multiple options.
To narrow down your search, enter free text in the Custom Keyword text box, and then click Apply.

Video: ICM Search Options

Video

Option 2:
Alternatively, type keywords in the search box provided above the list of existing requests. A list of relevant requests is displayed.

Enhancing your search

You can enhance your search by using any of the following methods:

Field	Action
...	Type a search term in between the star characters. It shows existing items which include the respective search term.
*...	Add a Prefix * to a search term. It shows existing items which end with this term.
...*	Add a Suffix * to a search term. It shows existing items which start with this term.
"..."	Type a search term in double quotes. It shows existing items which include the search term.
...(space)...	Type multiple search terms with a space in between. It shows existing items which include the search terms.

Viewing the saved search terms

View your saved search terms with the following:

1. In the More Searches box, Select your saved search.

2. 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.

View Request Status

Create a Request

Create a New Request

Home > Requests > Create a New Request

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.

You can raise a new request with Create Request as a first step to create an agreement. You can copy an existing request too to raise a new request. Refer Copy an Existing Request

To create a new request:

1. Click the Request tile on the Home page. The Requests page appears.

2. Click the Create Request tile.

The Create Request page appears.

3. In the Category list, click the appropriate category.

4. In the Request Type list, click the appropriate type of request.

5. Click Next. The Create Contract Request page appears.

Video: Create a Request

Video

In the Create Request page, fill in the following details

Field	Action
Organization Unit	The system displays the organization unit you belong to.
Expiry Date	Enter the appropriate date of expriry of an agreement.
Name	Type the appropriate request name.
Request for Amendment	Click Yes to make this request for amendment else click No.
Parent Contract	Select the appropriate parent contract.
Party Address	Type the appopriate party address.
Party Name	Type the appropriate party name.
Request Code	A system generated code is displayed that is created after initiating the contract request.
Requestor	Type the name of the requestor.

6.Click Next. The Request Summary page appears.On the Request Summary page, verify all the information for your request.
7. Click Create Request to create a request. Once you create a request, the status of the request appears as Draft.

To learn more about the Tabs that appear on the Request Details page, click Tabs.

7. If the information is correct, click Send for Approval. You can edit or delete this request or send this request for the review as well.
Use the Edit button to edit the request or use Request Review button to send the request for the review.

Note: After the request is created, you can add the Contract Admin for the respective agreement from the Team tab.

To learn how to edit a request, click Edit a Request.

<< View Request Status

Copy an Existing 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

Edit a Request

Search Contracts/Agreements

Search Contracts/Agreements

Home > Agreements > Search Contracts/Agreements

In ICM, you can search an existing agreement for multiple reasons such as:.

To know the details of the agreement created.
To know the status of the agreement created.
To copy an existing agreement.
To edit an existing agreement.

In ICM, you can use multiple options to search an agreement. Here is the process to search an existing agreement:

Video: ICM Search Options

Video

1. Click the Agreements tile on navigation bar on the Home page. The agreements page that lists the existing agreements is displayed.
Search for a specific agreement by using any of the following options:,

Option 1:

Under Search For,

Click the Select Field list, and then select appropriate value/item from the list. The results that are relevant to the item appear. You can select multiple values at once. For example, if you select Created by (it means you want to filter agreements according to various users who created agreements), list of users who created agreements appears. You can then select appropriate user to filter your search.
The number in the bracket denotes the number of available items. You can also select multiple options.

To narrow your search, type free text in the Custom Keyword box, and then click Apply. You can use operators like AND/OR to filter the results. For example:

Option 2:
Alternatively, type free text in the search box that is provided above the list of existing agreements. A list of relevant agreements is displayed.

You can further narrow your search by using any of the following characters:

Search Term	Result
"..."	Type the search term in double quotation marks. It shows existing agreements that include the exact search term.
...	Type the search term in star characters. It shows existing agreements that include the exact search term.
*...	Prefix * to the search term. It shows existing agreements that end with this term.
...*	Suffix * to the search term. It shows existing agreements 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.
To learn how to convert your favorite search result into a KPI, click Save Your Search Results.

Save Your Search Results >>

Save Your Search Results

Home > Agreements > Save Your Search Results

In ICM, you can use advance search option to search various existing entities of agreement. You can save this search result and use it as favorites.
Here is the process to save your search.

To save your search:

1. On the ICM Dashboard, in the top right corner, click . The Search page appears.

2. In the Please select Entities to search field, enter or select appropriate entities from the provided list, and then type related keywords in Enter Search here field.

3. Once done, select the required option in the very next field:

Metadata – if selected the search will be done in the Metadata of the selected Agreement.
Full Text – if selected the search will be done in the Document of the selected Agreement.
Combined – if selected the search will be done including both Metadata and Document of the selected Agreement.

4. Click Search icon, the results matching to your keywords will be displayed.

5. To narrow your search further, under Search For, click Select Field and select an appropriate option from the list provided. The number in the bracket denotes the number of available items which contain the search term. You can also select multiple options..

For example, when you select the field Status; the application displays the count of agreements that have status as Draft, Approved, Terminated, Superseded and so on.
If you select the status as Draft ( you enable the check box next to 'Draft'); the application displays all the agreements having a status as Draft.
A list of these agreements is displayed as a search result in the tabular format.

How to enhance your search.
You can enhance your search by using any of the following methods:

Field	Action
...	Type a search term in between the star characters. It shows existing items which include the respective search term
*...	Prefix * to a search term. It shows existing items which end with this term
...*	Suffix * to a search term. It shows existing items which start with this term
"..."	Type a search term in double quotes. It shows existing items which include the search term
...(space)...	Type multiple search terms with a space in between. It shows existing items which include the search terms

6. Click to save your search. Save Search dialog box appears.

7. In the Save search as box, type a name for the search.

8. In Global Search, select Yes to make the search available to everyone. Select No to keep the search restricted.

9. Click Save to save your search. The saved search appears as favorite on the Home page.

Converting search result into a KPI

You can convert your favorite search result into a KPI so that it can be directly accessed from the ICM homepage.
When you save a search result as a favorite, you will see the control tower matrix. You can save your favorite search result as a KPI tile from here.
When you enable the Control Tower Matrix check box as Yes, the matrix name you enter appears on the KPI tile.

Once you save the control tower metrics, you need to give the view privilege for the local user or global users. You need to give the privileges from Admin tile.

To learn how to create a smart link, click Create Smart Links

<< Search Contracts/Agreements

Create Smart Link for Agreement >>

Export Search Results

Create Smart Link for Agreement

Home >Agreements > Create Smart Link for Agreement

Smart link displays all the agreements/associations that are relevant to a particular search criteria (on the Agreement Details page). You can search specific agreements, save your search, and then create a smart link that appears on the Agreement Details page.

For example, you are searching MSA Agreement and search result displayed twenty five MSA agreements. You can now save this search result as a smart link. It will appear on the Agreement Detail page. Whenever you click the smart link icon on the Agreement Details page, you will see all these twenty five agreements.
Your search parameters can be anything as per your business requirements. This you can convert to smart links.
Thus, a Smart Link saves the time and efforts in logging out of the current agreement and searching the other agreement records by entering the relevant information.
Smart Links can be created for agreements and associations.

Set Up Smart link for agreement

To create a smart link:

1. Click . The Search page appears.

2. In the Please select Entities to search list, type or select a particular agreement type, and then click

Video: Create smart links

Video

3. Under Search For, click Select Field list. Select an appropriate attribute from the list. The number in the bracket denotes the number of available items which contain the search term.

4. Click on the top right corner of the page. The Save Search dialogue box appears.

5. In the Save search as box, type an appropriate name for your search.

6. In the Smart Link box, select Yes to set up a smart link.

7. In the Edit Query box, replace the value of the text in the query bracket with ? (question mark) for example, "query"["SOW"] with "query"["?"].

8. Click Save to set up a smart link.

9. To view the smart link, click Agreements tile. The Agreements page appears.

10. In the Enter Search here box, type the particular agreement type name, and then click

11. In the Search For list, select an attribute value. A list of agreements appear. Click . The particular agreement Details page appears.

12. On the Details page, click . The Smart Links dialogue box appears that displays a list of smart links.

<< Save Your Search Results

Create Smart Link for Association >>

Create Smart Link for Association

Home >Agreements > Create Smart Link for Association

Smart link displays all the agreements/associations that are relevant to a particular search criteria (on the Agreement Details page). You can search specific agreements, save your search, and then create a smart link that appears on the Agreement Details page.

For example, you are searching SOW (statement of work) associated document and search result displayed twenty five associated documents. You can now save this search result as a smart link. It will appear on the Agreement Details page. Whenever you click the smart link icon on the Agreement Details page, you will see all these twenty five associated documents.
Your search parameters can be anything as per your business requirements. This you can convert to smart links.
Thus, a Smart Link saves the time and efforts in logging out of the current agreement and searching the other agreement records by entering the relevant information.
Smart Links can be created for agreements and associations.

To set up a smart link for an association we need to select an associated document for a parent contract type and then set up a smart link.

1. Click . The Search page appears.

2. In the Please select Entities to search list, type or select a particular associated document contract type, and then click

3. Under Search For, click Select Field list. Select an appropriate common attribute (common to agreement) from the list.
The number in the bracket denotes the number of available items which contain the search term.

Video: Create smart links

Video

4. Click on the top right corner of the page. The Save Search dialogue box appears.

5. In the Save search as box, type an appropriate name for your search.

6. In the Smart Link box, select Yes to set up a smart link.

7. In the Edit Query box, replace the value of the text in the query bracket with ? (question mark) for example, "query"["..."] with "query"["?"].

8. In the Smart link for association box, select Yes to set up an association smart link.

9. In the Associated Contracts list, select relevant contract category, and then click Save to set up a smart link.

10. To view the smart link, click Agreements tile. The Agreements page appears.

11. In the Enter Search here box, type the particular agreement type name, and then click

12. In the Search For list, select an attribute value. A list of agreements appear. click . The particular agreement Details page appears.

13. On the Details page, click . The Smart Links dialogue box appears that displays a list of smart links.

<< Create Smart Link for Agreement

Create a Fresh Contract/Agreement >>

Create a Contract/Agreement

Create a Fresh Contract/Agreement

Home > Agreements > Create a Fresh Contract/Agreement

An Agreement is a type of contract that your organization signs with third party for legal or business purpose.

You can create agreement in following ways:

Copy an existing agreement to create a new agreement.
Create a new agreement by using the Create Agreement feature.
Create an agreement from a contract request.

This section explains the process of creating an agreement using the Create Agreement feature.
To create an agreement:

Video: Create an Agreement

Video

To create an agreement

2. Provide appropriate information on each tab as follows, and then click Next to go to the next page:

Let us go through each tab in detail:

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. - If you select the Type Of Paper as Third Party, you need to upload a third party agreement. The Select Template tab does not appear in this case.

B] Attributes

Note: The fields that appear on the Attributes tab vary based on the contract type you select. The fields marked with * are mandatory.

a. In the Associate and Inherit, click

next to document name to inherit the attributes of associated agreement.

Note: The Associate and Inherit field appears only for those contract types that have association with any other contract types.

b. In the Organization Unit box, select the organization unit you belong to.

c. In the Name box, type name for the agreement you want to create.

d. In the Party Name box, type the name of the contract party.

e. In the Party Address box, type the address of the contract party.

f. In the Contract Value box, type or select the value of the contract deal. In the Select Currency list, select the currency of the contract value.

g. In the Payment Terms list, select the payment term in days.

h. In the Effective Date box, enter the date from which the contract will be effective from.

i. In the Expiry Date box, enter the date the contract expires.

j. In the Signature Type list, select from the following options:

- Select Electronic Signature, to send an agreement for an electronic signature to External and Internal Signatory.

- Select Manual Signature, to send an agreement for a manual signature to External and Internal Signatory.

k. In the External Signatory box, type the e-mail address of the external signatory, and then press Enter.
The User (e-mail address) doesnot exist. Do you want to provision a new external user? message appears.

l. Click Yes. The Create External User dialog box appears.

m. In the First Name and the Last Name box, type the first name and last name of the external user.

n. In the Email Address box, type the e-mail address of the external user, and then click Save.
The user appears in the External Signatory box.

o. In the Internal Signatory box, click

to select an internal user. The Select User dialog box appears.

p. Under Select User, select appropriate user as an internal signatory. Alternatively, in the Search User box, type the name of the desired user, and click

.
Use the scroll arrows

to scroll through users. Click Add to add the user.

Note: If you select the type of paper as Third Party on the Contract Type Details tab, the File Path field appears on the Attributes tab. In the File Path, click Select File to select third party agreement.

C]Select Template tab.
The tab displays templates that you have created for a particular contract type. Select an appropriate template.

D] Select Verify tab.

a. On the Verify tab, do one of the following:

Click Previous to go back and make changes.
Click Create to create agreement.
Click Create and Publish to create and then publish agreement.
Click Create and Send for approval to create and then send agreement for approval.

3. Click Create. The agreement with the Draft status is displayed. To learn more about the Tabs that appear on the Agreement Details page, click Tabs.

4. Choose from the following options available on the contract summary and details:

Click Upload Document to upload the document in the ICM application.
Click Edit to make changes to the agreement.
Click Publish to publish the agreement.

Note: After you publish an agreement, the Draft watermark appears on the agreement. It appears on the agreement in all the states until the agreement is approved. The watermark disappears when the agreement is approved.

Click Delete to delete the agreement from the ICM application.

If you publish the agreement, the following options appear. Click the appropriate option:

Download to save an agreement to your local computer.
Download All to save an agreement and associated documents on your local computer
Upload Document to upload the document in the ICM application.
Lock to lock an agreement to restrict others to take action on it.
Edit to make changes to an agreement.
Confidential to move an agreement to the confidential organization unit.
Assemble Contract to include the associated documents (example - annexure), if any, along with the agreement.
Request Review to send the agreement to the reviewer for review. To learn more about the Request Review process, click Send a Contract/Agreement for Review.
Send For Approval to send the agreement to the approver for approval.

Note: When you click Send For Approval, the agreement is sent to the approver that is set by a rule. If no rules are set on a particular contract type, the agreement status changes to Approved.

To create a new agreement from contract request, see Create a Contract/Agreement from Contract Request.
To learn how to edit an agreement, click Edit an agreement

Tutorials:
Create a Fresh Agreement

<< Create Smart Link for Association

Create a Contract/Agreement from Contract Request >>

Create a Contract/Agreement from Contract Request

Home > Agreements > Create a Contract/Agreement from Contract Request

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 create an agreement from a Contract Request if you are assigned a role of a Contract Admin.
While creating a request, the requestor (primary owner) adds the contract admin to the team.
After the request is approved, you receive the notification for the same. You can check this notification under the Notifications tile. Then, click the appropriate request name link to review the request information and create the agreement.
Here is the process to create an agreement from a request:

To create an agreement from a request:

1. Click the Notifications tile on the Home page, and then click the Tasks tab. A list of tasks and notifications appears.

2. Select the requests that are awaiting your action.

3. Review the information and then click Create Contract.

Note: If you click Return to Requester, the request goes back to the business partner.

4. The Create Agreement page consists of four tabs:

A. Contract Type Details

B. Attributes

C. Select Template

D. Verify

5. Provide appropriate information on each tab as follows, and click Next to go to the next tab.

a. Contract Type Details tab

Field	Action
Category	Default
Contract Type Name	MSA2
Type of Paper	Own

b. Attributes tab

The attributes and the information entered in the Attributes tab is inherited from the Contract Request.
Enter appropriate information in the respective fields.

c. Select Template tab

The Select Template tab displays the templates that you have created for a particular contract type.

d. Select Verify tab. Verify the details you have entered to create an agreement.

6. Select an appropriate template. Verify all the agreement information.

7. Click Create to create a contract.

- Click Create and Publish to create the contract and publish it at the same time.

- Click Create and Send for approval to create and then send a contract for approval.

Note: If you click Create, a contract is created even if you do not enter details in the mandatory attributes. However, if you have not entered details in the mandatory attributes; and you click Create and Publish, a message appears as: 'Value for field (field name) is mandatory.'

<< Create a Fresh Contract/Agreement

Copy an Existing Agreement >>

Copy an Existing Agreement

View a Contract/Agreement

Add Supporting Documents to Your Contract/Agreement

Add Commitments to Your Contract/Agreement

Home > Agreements > Add Commitments to Your Contract/Agreement

Every agreement or contract has obligations associated with it which are know as commitments. The obligations are towards the transactions, clauses, and so on. Commitment is a reminder to fulfil these obligations. For example, reminding supplier about contract expiry.
Adding a commitment is optional. While creating an agreement, you (primary owner) can add commitment using the Commitments tab.
Here is the process to add a commitment:
To add a commitment:

1. On the agreement details page, click the Commitments tab.

2. Click next to Add. The Add Commitment dialog box appears.

a. In the Description box, type description for the commitment.

b. In the Commitment Type list, select the type of commitment.

c. In Recurring Commitment field, select Yes if it is a recurring commitment. Select No if it is a one time commitment.

d. In Due Date, select a due date for the commitment.

e. In the Business Owner box, click

next to the box. The Select User dialog box appears.

i. Click the desired user name, and then click Add.

ii. You can also search the user(s) using the

icon provided in the top right corner. The selected user's name appears in the Business Owner field.

f. In the Instructions box, type the instructions for the commitment.

g. In Reminders, type respective reminders for the commitment in days.

h. In Over due Reminder, type an over due reminder.

i. Click Add Commitment. The added commitment appears under Commitments.

3. The event is displayed on the History tab- Commitment was created by (user name) on (date and time) with due date (the due date).

The following icons are available next to each commitment text:

Field	Action
	Click the icon to delete the commitment
	Click the icon to edit the details of the commitment. The Edit Commitment dialog box appears.Edit the desired fields, and then click Update Commitment. You can edit only the Due Date and Business Owner fields.
	This icon is visible for the commitments assigned to your user id. Click the icon to enter the details of the action that you have taken on the assigned commitment. Specify the details for each field as appropriate, and click the Save button.
	This icon is visible for the commitments assigned to your user id. Click the icon to view the details of your commitment.

4. To add more commitments, repeat steps 1 to 3 as required.

<< Add Supporting Documents to Your Contract/Agreement

Set Auto-Expiry of an Agreement >>

Set Auto-Expiry of a Contract/ Agreement

Download and Print Contract/Agreement Information

Send a Message

Home > Agreements > Send a Message

A message that you send to an identified (internal or third party) user is called as Broadcast. By using the Broadcast feature, you can send ad hoc messages and important messages relating to an agreement through ICM UI .

To broadcast an agreement:

1. On the ICM Home page, click the Agreements tile. The Agreement page displays a list of agreements.

2. Click next to the agreement that you want to broadcast to other users. The Agreement Details page appears.

3. Click on the upper right corner above agreement details. The Broadcast dialog box appears.

The Broadcast dialog box cosists of two tabs:

Details
Attachements

Video: Broadcast a message

Video

Details

On this tab, you can add users, and type the subject line and your message.

a. In the To, Cc, and Bcc fields, click to add users. The Select Users dialog box appears.

The Select User dialog box displays the following tabs:

• Internal: Add internal users.

• Third Party: Add third party users.

• Role: Add users according to role. Includes External Signatory.

b. In the Subject field, type the subject of the message.

c. In the Message field, ype the message or comments and then click Broadcast. The message Broadcast Successful appears.

d. Click OK. The system sends an email notification with the attached documents.

Attachments

On this tab, you can attach the agreement document. The tab displays documents with their version number and document format. The tab displays the following:

The tab displays the agreements in the form of a table. The table has the following columns:

Checkbox to select the agreement
Name
Version No
Document Format
Version comments for document version

Click to select the appropriate agreement document.

Edit a Contract/Agreement

Edit a Contract/Agreement

Delete a Contract/Agreement

Delete a Contract/Agreement

Cancel a Contract/Agreement

Cancel a Contract/Agreement

Add Team to Your Contract/Agreement

Add or Remove Approvers after Contract/Agreement is Published

Home > Agreements > 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

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.

<< Cancel a Contract/Agreement

Enable and Disable Approvers >>

Enable and Disable Approvers

Trigger Notification

Home > Agreements > 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. - If you select the Type Of Paper as Third Party, you need to upload a third party agreement. The Select Template tab does not appear in this case.

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

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.

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

<< Send a Contract/Agreement for Review

Approve a Contract/Agreement >>

Approve a Contract/Agreement

Reject a Contract/Agreement

Add Notes

Delegate an Agreement Approval/Review

Deviation in Clauses

Review Deviated Clauses

Approve Deviated Clauses

Add Manual Deviation

Execute a Contract/Agreement

Fulfil a Commitment

Send an Agreement to External/Third Party Signature

Electronic Signature for Own Paper

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.

<< Send an Agreement to External/Third Party Signature

Electronic Signature for Third Party Paper >>

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.

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.

Tutorials:
Electronic Signature for Third Party Paper

<< Electronic Signature for Own Paper

Manual Signature >>

Manual Signature

Terminate a Contract/Agreement

Post - Execution Review of an Agreement/Contract

Terminate an Agreement

Add Amendment to a Contract/Agreement

Add Amendment to a Contract/Agreement

Upload Agreements Using MS Excel

Install ICM Excel Add-In

Log In to ICM Excel Add-In

Upload Agreements Using ICM Bulk Insert

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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<< Log In to ICM Excel Add-In

Create an Associated Document >>

Associated Document

Create an Associated Document

Search an Associated Document

Home > Agreements > 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.

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.

<< Create an Associated Document

Approve an Associated Document >>

Approve an Associated Document

View Request Status >>

Contents

Requests

Create a Request

Review and Approve/Reject a Request

Edit a Request

Search Contracts/Agreements

Set Up Smart link for agreement

Create a Contract/Agreement

Edit a Contract/Agreement

Delete a Contract/Agreement

Cancel a Contract/Agreement

Add Team to Your Contract/Agreement

Review and Approve/Reject a Contract/Agreement

Deviation in Clauses

Execute a Contract/Agreement

Terminate a Contract/Agreement

Add Amendment to a Contract/Agreement

Upload Agreements Using MS Excel

System Requirements

Installing ICM Excel Add-in

Upload agreements to ICM

Associated Document

Navigation menu

Search

Contents

Requests[edit]

Create a Request[edit]

Review and Approve/Reject a Request[edit]

Edit a Request[edit]

Search Contracts/Agreements[edit]

Set Up Smart link for agreement[edit]

Create a Contract/Agreement[edit]

Edit a Contract/Agreement[edit]

Delete a Contract/Agreement[edit]

Cancel a Contract/Agreement[edit]

Add Team to Your Contract/Agreement[edit]

Review and Approve/Reject a Contract/Agreement[edit]

Deviation in Clauses[edit]

Execute a Contract/Agreement[edit]

Terminate a Contract/Agreement[edit]

Add Amendment to a Contract/Agreement[edit]

Upload Agreements Using MS Excel[edit]

System Requirements[edit]

Installing ICM Excel Add-in[edit]

Upload agreements to ICM[edit]

Associated Document[edit]