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		<updated>2026-05-27T15:18:30Z</updated>
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	<entry>
		<id>https://ici-us-wiki01.icertis.com:443/ICIHelp8.2/index.php?title=Agreement_Management&amp;diff=3302</id>
		<title>Agreement Management</title>
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				<updated>2016-11-21T13:26:28Z</updated>
		
		<summary type="html">&lt;p&gt;219.91.231.76: /* Add Team to Your Contract/Agreement */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;&amp;lt;font face=&amp;quot; Segoe UI &amp;quot;&amp;gt;&lt;br /&gt;
[[ICM Help|Home]]&amp;lt;br/&amp;gt;&lt;br /&gt;
An agreement is a type of contract that your organization signs with third party. An agreement can be for legal or procedural purpose.&amp;lt;br/&amp;gt;You can do the following tasks relating to your agreements using the '''Agreements''' feature. Let us understand these tasks in detail.&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Requests==&lt;br /&gt;
===Search an Existing Request===&lt;br /&gt;
[[Search an Existing Request]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===View Request Status===&lt;br /&gt;
[[View Request Status]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Create a Request==&lt;br /&gt;
[[Create a New Request]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Copy an Existing Request]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Download and Print Request Information]]&lt;br /&gt;
&lt;br /&gt;
==Review and  Approve/Reject a Request==&lt;br /&gt;
[[Send a Request for Review]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Review a Request]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Send a Request for Approval]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Approve a Request]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Add Notes]]&amp;lt;br/&amp;gt;&lt;br /&gt;
==Edit a Request==&lt;br /&gt;
[[Edit a Request]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Search Contracts/Agreements==&lt;br /&gt;
[[Search Contracts/Agreements]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Save Your Search Results]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Export Search Results]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Create Smart Link for Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Create Smart Link for Association]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Create a Contract/Agreement==&lt;br /&gt;
[[Create a Fresh Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Create a Contract/Agreement from Contract Request]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Copy an Existing Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Export Search Results]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Add Supporting Documents to Your Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Add Commitments to Your Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Set Auto-Expiry of a Contract/ Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Download and Print Contract/Agreement Information]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Send a Message]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Edit a Contract/Agreement==&lt;br /&gt;
[[Edit a Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Delete a Contract/Agreement==&lt;br /&gt;
[[Delete a Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Cancel a Contract/Agreement==&lt;br /&gt;
[[Cancel a Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Add Team to Your Contract/Agreement==&lt;br /&gt;
[[Add and Remove Approvers]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Enable and Disable Approvers]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Trigger Notification]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Review and Approve/Reject a Contract/Agreement==&lt;br /&gt;
[[Send a Contract/Agreement for Review]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Review a Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Recall an Approval]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Approve a Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Reject a Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Add Notes]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Delegate an Agreement Approval/Review]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Deviation in Clauses==&lt;br /&gt;
[[Review Deviated Clauses]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Approve Deviated Clauses]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Add Manual Deviation]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Execute a Contract/Agreement==&lt;br /&gt;
[[Fulfil a Commitment]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Send an Agreement to External/Third Party Signature]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Electronic Signature for Own Paper]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Electronic Signature for Third Party Paper]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Manual Signature]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Terminate a Contract/Agreement==&lt;br /&gt;
[[Post - Execution Review of an Agreement/Contract]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Terminate an Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Add Amendment to a Contract/Agreement==&lt;br /&gt;
[[Add Amendment to a Contract/Agreement]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Upload Agreements Using MS Excel==&lt;br /&gt;
[[Install ICM Excel Add-In]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Log In to ICM Excel Add-In]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Upload Agreements Using ICM Bulk Insert]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
== Upload agreements to ICM ==&lt;br /&gt;
[[Upload Agreements to ICM]]&amp;lt;br/&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Association Management==&lt;br /&gt;
[[Create an Associated Document]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Search an Associated Document]]&amp;lt;br/&amp;gt;&lt;br /&gt;
[[Approve an Associated Document]]&amp;lt;br/&amp;gt;&lt;/div&gt;</summary>
		<author><name>219.91.231.76</name></author>	</entry>

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