Icertis Experience for Word - Revision history

IDT-1 at 12:32, 17 May 2022

2022-05-17T12:32:18Z

IDT-1 at 12:25, 17 May 2022

2022-05-17T12:25:35Z

IDT-1 at 12:17, 17 May 2022

2022-05-17T12:17:47Z

IDT-1 at 12:15, 17 May 2022

2022-05-17T12:15:58Z

IDT-1 at 12:03, 17 May 2022

2022-05-17T12:03:29Z

IDT-1 at 12:02, 17 May 2022

2022-05-17T12:02:33Z

WikiSysop at 19:07, 15 February 2022

2022-02-15T19:07:57Z

Show changes

IDT-1 at 17:12, 19 December 2021

2021-12-19T17:12:30Z

IDT-1 at 11:54, 27 September 2021

2021-09-27T11:54:42Z

IDT-1 at 10:52, 24 August 2021

2021-08-24T10:52:56Z

@@ Line 277: / Line 277: @@
 You can also search for an agreement by entering a search criteria in the ''Search agreement'' field.
@@ Line 295: / Line 296: @@
 &nbsp;
-If Word Add-In is Configurated to hide the Confirmation message pop-up,&nbsp; no Confirmation Pop-up message asking “Continue” or “Cancel” is displayed, directly “Edit Agreement” page is displayed along with Agreement to be edited.
+If&nbsp; Icertis Experience for Word is Configurated to hide the Confirmation message pop-up,&nbsp; no Confirmation Pop-up message asking “Continue” or “Cancel” is displayed, directly “Edit Agreement” page is displayed along with Agreement to be edited.
+<div class="image-green-border">[[File:8.1 Edit Agreement Without Confirmation message.PNG|320px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">If&nbsp; Icertis Experience for Word is Configurated to show the Confirmation message pop-up,&nbsp;Confirmation Pop-up message asking “Continue” or “Cancel” is displayed.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1 Edit Agreement With Confirmation message.PNG|320px]]</div>
 &nbsp;

@@ Line 277: / Line 277: @@
 You can also search for an agreement by entering a search criteria in the ''Search agreement'' field.
 ==== Editing an Agreement ====
@@ Line 293: / Line 294: @@
 &nbsp;
 &nbsp;

@@ Line 633: / Line 633: @@
 The Primary Owner can make changes and resend the agreement for approval.
@@ Line 644: / Line 645: @@
 #Log in with Admin role.&nbsp;
 #Following page with “Create Template” and “Create Clause” will appear.&nbsp;&nbsp;
-<div class="image-green-border">[[File:8.1 Add In 1.PNG|320px]]</div> <ol start="4">
+<div class="image-green-border">[[File:8.1 Add In 1.PNG|320px|8.1 Add In 1.PNG]]</div> <ol start="4">
 <li>Click on “Create Template”. Admin User can create template from this screen.&nbsp;</li>
 </ol>
-<div class="image-green-border">[[File:8.1 Add In 2.PNG|320px]]</div>
+<div class="image-green-border">[[File:8.1 Add In 2.PNG|320px|8.1 Add In 2.PNG]]</div>
 For other than Admin User:&nbsp;
 #User with View Only Access for “Agreements”&nbsp;&nbsp;
-User with View Only Access for “Agreements”&nbsp;&nbsp;
+<div class="image-green-border">[[File:8.1 Add In 3.PNG|320px|8.1 Add In 3.PNG]]</div>
-−
-<div class="image-green-border" paraeid="{e120fafe-661e-426c-a3a4-3b0e2e099c98}{222}" paraid="1540794842">[[File:8.1 Add In 3.PNG|320px]]</div>
 User with &nbsp;
 #View Only access right for “Agreements” and “Templates”&nbsp;
 #Create right for “Clauses”&nbsp;
-<div class="image-green-border">[[File:8.1 Add In 4.PNG|320px]]</div>
+<div class="image-green-border">[[File:8.1 Add In 4.PNG|320px|8.1 Add In 4.PNG]]</div>
 User with&nbsp;&nbsp;
 #View Only access right for “Agreements”&nbsp;
 #Create right for “Clauses” and “Templates”
-<div class="image-green-border">[[File:8.1 Add In 5.PNG|320px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.1 Add In 5.PNG|320px|8.1 Add In 5.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 User with&nbsp;&nbsp;
 #View Only access right for “Agreements”, “Templates”&nbsp;&nbsp;
 #Create right for “Clauses”&nbsp;
-<div class="image-green-border">[[File:8.1 Add In 6.PNG|320px]]</div>
+<div class="image-green-border">[[File:8.1 Add In 6.PNG|320px|8.1 Add In 6.PNG]]</div>
-[[File:8.1 Add in]]
+[[File:8.1 Add in|RTENOTITLE]]
 == Working with Templates ==

@@ Line 633: / Line 633: @@
 The Primary Owner can make changes and resend the agreement for approval.
@@ Line 643: / Line 644: @@
 #Log in with Admin role.&nbsp;
 #Following page with “Create Template” and “Create Clause” will appear.&nbsp;&nbsp;
-&nbsp;
+#View Only access right for “Agreements”, “Templates”&nbsp;&nbsp;
 == Working with Templates ==

@@ Line 633: / Line 633: @@
 The Primary Owner can make changes and resend the agreement for approval.
 == Create Template and Create Clause options only for Admin users ==
 == Working with Templates ==

@@ Line 633: / Line 633: @@
 The Primary Owner can make changes and resend the agreement for approval.
 == Working with Templates ==
@@ Line 662: / Line 665: @@
 *Language:&nbsp;Select&nbsp;a primary language for this template. The default language is set to&nbsp;English (United States). <ul style="list-style-type:circle;">
-</ul>  <li>Date Format:&nbsp;Select&nbsp;the date format for this template. For example, MM/dd/yy.</li>
+</ul>  </ul>
-<li>Time Format:&nbsp;Select&nbsp;the time format for this template. For example,&nbsp;hh:mm:ss tt. &nbsp;</li>
-<li>Secondary Language:&nbsp;Select&nbsp;a secondary language in case you define this Template as bilingual. For example,&nbsp;Deutsch (German). <ul style="list-style-type:circle;">
+*Date Format:&nbsp;Select&nbsp;the date format for this template. For example, MM/dd/yy.
-</ul> </li>
+*Time Format:&nbsp;Select&nbsp;the time format for this template. For example,&nbsp;hh:mm:ss tt. &nbsp;
-<li>Secondary Language Date Format: Select&nbsp;the date format for the selected secondary language of this template. For example, dd.MM.yyyy.</li>
+*Secondary Language:&nbsp;Select&nbsp;a secondary language in case you define this Template as bilingual. For example,&nbsp;Deutsch (German). <ul style="list-style-type:circle;">
 <li>Secondary Language Time Format: Select&nbsp;the time format for the selected secondary language of this template. For example,&nbsp;HH:mm:ss’ Uhr’. &nbsp;</li>
 <li>''Link to another Template'': '''Select '''this checkbox to link this Template to another Template. Clearing the checkbox makes this a primary Template.</li>
 <li>''Link Primary Template'': '''Select '''the Link to another Template checkbox, a drop-down is displayed where you can choose a Primary Template, which you can link to the Template you are creating.</li>
 </ul>
 <div class="image-green-border">[[File:7.16 Bilingual Temp 3.png|720px|7.16 Bilingual Temp 3.png]]<br/>  <br/> &nbsp;</div> <div class="image-green-border">'''(b)&nbsp;&nbsp; &nbsp;Adding Team Members'''</div> <div class="image-green-border"><br/> This is an optional step. You can add one user or a User Group as Secondary Owners or Approvers to the Team. This can also be done using ICI Web.<br/> To add Team members:<br/> 1.&nbsp; '''Click''' the ''Add new member'' button. The ''Add New Member'' window opens.&nbsp;</div> <div class="image-green-border">2.&nbsp; '''Select''' a Role from the drop-down. For example, Approver.<br/> The available roles are:&nbsp;</div>
@@ Line 741: / Line 747: @@
 This feature helps you easily identify the tagged elements in the Template.<br/> <br/> 1.&nbsp; '''Select''' the ''Design Preview'' checkbox to highlight the Attributes, Clauses, and Signatory elements on the Template indicated by the following color codes:
+*&nbsp;
 Attribute, Association and Template Variable tag (yellow)
+*&nbsp;
 Clause tag (grey)&nbsp;
+*&nbsp;
-Signatory tag (red)
 By default, the Design Preview checkbox is not selected.

@@ Line 1,056: / Line 1,056: @@
 *''Close'': '''Click '''to go to the Edit Clause page.
 <div class="note-box">'''Note''': You can discard all the changes you have made by clicking the''Cancel ''button. The ''Create Clause'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Ability to create and edit associated documents in Icertis Experience for Word ==
 An agreement contract usually contains a number of associated documents. While working on an agreement, it is now possible to create and edit these associated documents within Icertis Experience for Word itself, similar to editing the agreements. This provides a unified experience while working with an agreement and its components, improving the productivity and efficiency.
 When creating or editing associated documents of an agreement in Icertis Experience for Word, users can now:
@@ Line 1,073: / Line 1,076: @@
 This enhancement will be available with the upgrade and does not require any further configuration.
 === Creating and Editing an Associated Document''' ===
@@ Line 1,079: / Line 1,083: @@
 . Search for the agreement for which you want to create an associated document.
-<div class="image-green-border">[[File:7.17 IEW AD 01.png|720px]]&nbsp;</div> <div class="note-box">'''Note:''' Associations can be created using Icertis Experience for Word only for those Associated Document contract types where “Show File Drop Zone” flag is enabled.</div>
+<div class="image-green-border">[[File:7.17 IEW AD 01.png|720px|7.17 IEW AD 01.png]]&nbsp;</div> <div class="note-box">'''Note:''' Associations can be created using Icertis Experience for Word only for those Associated Document contract types where “Show File Drop Zone” flag is enabled.</div>
 . '''Click '''the three-dot icon next to the agreement. A dropdown will be displayed.
-<div class="image-green-border">[[File:7.17 IEW AD 02.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 02.png|720px|7.17 IEW AD 02.png]]</div>
 . '''Click '''“Associations”. The associations available for the agreement are displayed.
-<div class="image-green-border">[[File:7.17 IEW AD 03.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 03.png|720px|7.17 IEW AD 03.png]]</div>
 . '''Select '''an association. For example, “Automation Annexure 4_None No Doc Assembly”. The “Create” button will be displayed.
-<div class="image-green-border">[[File:7.17 IEW AD 04.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 04.png|720px|7.17 IEW AD 04.png]]</div>
 . '''Click''' “Create”. The Create Association page is displayed in the add-in pane.
-<div class="image-green-border">[[File:7.17 IEW AD 05.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 05.png|720px|7.17 IEW AD 05.png]]</div>
 . '''Type/enter''' the text details for the associated document.
-<div class="image-green-border">[[File:7.17 IEW AD 06.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 06.png|720px|7.17 IEW AD 06.png]]</div>
 . '''Tag '''the contract type attributes to the associated document.
-<div class="image-green-border">[[File:7.17 IEW AD 07.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 07.png|720px|7.17 IEW AD 07.png]]</div>
 . '''Click '''“Save”. The “Association has been created successfully” message is displayed.
-<div class="image-green-border">[[File:7.17 IEW AD 08.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 08.png|720px|7.17 IEW AD 08.png]]</div>
 The created association is displayed in the Associations tab on the agreement Details page on ICI Web UI.
@@ Line 1,099: / Line 1,103: @@
 . Navigate to agreement, for which you want to edit the association.
-<div class="image-green-border">[[File:7.17 IEW AD 09.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' Associations can be edited using Icertis Experience for Word only for those Associated Document contract types, where:</div>
+<div class="image-green-border">[[File:7.17 IEW AD 09.png|720px|7.17 IEW AD 09.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' Associations can be edited using Icertis Experience for Word only for those Associated Document contract types, where:</div>
 *Either “Show File Drop Zone” OR “Allow Document Assembly” flag is enabled
 *And “Allow Document Upload” flag is enabled as well
 . '''Click''' the three-dot icon next to the association. A dropdown will be displayed.
-<div class="image-green-border">[[File:7.17 IEW AD 10.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 10.png|720px|7.17 IEW AD 10.png]]</div>
 . '''Click''' Edit. A confirmation message is displayed.
-<div class="image-green-border">[[File:7.17 IEW AD 11.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 11.png|720px|7.17 IEW AD 11.png]]</div>
 . '''Click'''&nbsp;"Confirm & Proceed".&nbsp;
 <div class="note-box">'''Note''': If a document is already open in Word, the message “Would you like to create a new word instance to open the selected ICI agreement?” is displayed.</div>
 . '''Click'''&nbsp;"Continue". The association is detected, and the name is displayed on the add-in pane.
-<div class="image-green-border">[[File:7.17 IEW AD 12.png|720px]]</div>
+<div class="image-green-border">[[File:7.17 IEW AD 12.png|720px|7.17 IEW AD 12.png]]</div>
 . Type/enter the modifications. For example, add contract value and modify the attribute value.

@@ Line 1,042: / Line 1,042: @@
 </ol>
 <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': You can only edit the Clauses that have been marked as Is editable when creating. You cannot edit a Clause that is in Waiting For Approval state. Only users with Manage privileges can edit a Clause. Users with View privileges can only view a Clause.</div> <div class="image-green-border">&nbsp;</div>
@@ Line 1,050: / Line 1,051: @@
 .&nbsp;&nbsp;'''Click '''''Save''. The ''Missing Field Values'' message is displayed if values for clause's extended attributes are not entered.
-<div class="image-green-border">[[File:7.16-Icertis Experience for Word 46.png|720px|7.16-Icertis Experience for Word 46.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The actions related to the clause extended attributes are visible only when the extension attributes are configured.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">When the extension attributes are not configured as mandatory for the clause, user can skip entering them and directly save the clause.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16-Icertis word ExtensionAttribute 10.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp; '''Click '''''Skip & continue ''to save the clause without filling extension attributes. The ''Clause saved successfully'' message is displayed.<br/> &nbsp; &nbsp; &nbsp;Or<br/> &nbsp; &nbsp; &nbsp;'''Click '''''Ok ''to fill the extension attributes. The ''Edit Clause Additional Attributes'' window opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">When any of the clause extension attribute is mandatory, the ''Missing Field Values'' message is displayed with the list of mandatory extension attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16-Icertis word ExtensionAttribute 11.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;&nbsp;'''Click '''''Ok ''to fill the extension attributes. The ''Edit Clause Additional Attributes'' window opens.</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Enter '''or select the details in the extension attributes.<br/> 4.&nbsp;&nbsp;'''Click '''''Update''. The ''Attributes updated successfully ''message is displayed.</div> <div class="image-green-border"><br/> [[File:7.14 word ExtensionAttribute 12.png|720px|7.14 word ExtensionAttribute 12.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;&nbsp;'''Close '''the window.<br/> 6.'''&nbsp; Click''' ''Save''. The ''Clause has been saved successfully'' message is displayed along with the options:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16-Icertis word ExtensionAttribute 13.png|720px]]</div>
+<div class="image-green-border">[[File:7.16-Icertis Experience for Word 46.png|720px|7.16-Icertis Experience for Word 46.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The actions related to the clause extended attributes are visible only when the extension attributes are configured.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">When the extension attributes are not configured as mandatory for the clause, user can skip entering them and directly save the clause.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16-Icertis word ExtensionAttribute 10.png|720px|7.16-Icertis word ExtensionAttribute 10.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp; '''Click '''''Skip & continue ''to save the clause without filling extension attributes. The ''Clause saved successfully'' message is displayed.<br/> &nbsp; &nbsp; &nbsp;Or<br/> &nbsp; &nbsp; &nbsp;'''Click '''''Ok ''to fill the extension attributes. The ''Edit Clause Additional Attributes'' window opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">When any of the clause extension attribute is mandatory, the ''Missing Field Values'' message is displayed with the list of mandatory extension attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16-Icertis word ExtensionAttribute 11.png|720px|7.16-Icertis word ExtensionAttribute 11.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;&nbsp;'''Click '''''Ok ''to fill the extension attributes. The ''Edit Clause Additional Attributes'' window opens.</div> <div class="image-green-border">3.&nbsp;&nbsp;'''Enter '''or select the details in the extension attributes.<br/> 4.&nbsp;&nbsp;'''Click '''''Update''. The ''Attributes updated successfully ''message is displayed.</div> <div class="image-green-border"><br/> [[File:7.14 word ExtensionAttribute 12.png|720px|7.14 word ExtensionAttribute 12.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;&nbsp;'''Close '''the window.<br/> 6.'''&nbsp; Click''' ''Save''. The ''Clause has been saved successfully'' message is displayed along with the options:</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16-Icertis word ExtensionAttribute 13.png|720px|7.16-Icertis word ExtensionAttribute 13.png]]</div>
 *''Continue Editing'': '''Click''' this option if you want to continue editing the Template. The Edit Template page opens.&nbsp;
 *''Send for Approval'': '''Click '''this option if the Team is not available, you have the option to move the Clause to the next possible state. Or the Clause has been successfully sent for approval message is displayed. A task is created for the assigned approval to approve the Clause.
 *''Close'': '''Click '''to go to the Edit Clause page.
 <div class="note-box">'''Note''': You can discard all the changes you have made by clicking the''Cancel ''button. The ''Create Clause'' page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Activity-wise Differentiation of Using Icertis Experience for Word (.JS Word Add-in)&nbsp;and ICI Web ==