File:Create Subscrption veriffy page 7.8.PNG

2019-05-15T05:16:14Z

IDT-3:

2019-05-14T10:44:21Z

IDT-3:

Search Sync

2019-05-14T10:28:13Z

IDT-3:

= Search Sync =

You can search the documents that an Agreement is linked to. To do so:

1. '''Click''' the ''Admin Task'' tile.

2. '''Click''' the ''Search Sync button''.

3. '''Select''' the ''Entity Type ''from the drop-down.

4. '''Select''' the ''Contract Type ''from the drop-down''.''
<div class="image-green-border">[[File:Admin Task Search Sync.PNG|Admin - Admin Task - Search Sync]]</div>
5. To get the Sys Ids, '''click''' the ''Upload CSV'' button to upload the .CSV Agreement or '''enter''' the Sys Id using comma separated value.

6. As required, '''toggle''' ''Yes'' or ''No'' to ''Skip Agreement Document Indexing''.

7. Click the ''Upload CSV'' button to upload the CSV document. The ''Upload Document ''window opens.
<div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document.PNG|Admin Task - Search Sync - Upload Document 7.8]] </div>
If the uploaded file format is incorrect, then a validation message window opens.
<div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document - Invalid Format message.PNG|Admin Task - Search Sync - Upload Document - Invalid Format message 7.8]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. When the Agreement is uploaded or SysId is provided, the File Path field is displayed. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document - File Path.PNG|1050px|Admin Task - Search Sync - Upload Document - File Path.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">8. '''Click '''''Sync''. The ''Sync Request Accepted ''message is displayed. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Admin Task - Search Sync - Sync Request Accepted.PNG|Admin Task - Search Sync - Sync Request Accepted.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">9. '''Click '''''OK''.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Legacy_Upload|Legacy Upload]] |</div> <div class="image-green-border"> </div>

Search Sync

2019-05-14T10:27:06Z

IDT-3:

= Search Sync =

You can search the documents that an Agreement is linked to. To do so:

1. '''Click''' the ''Admin Task'' tile.

2. '''Click''' the ''Search Sync button''.

3. '''Select''' the ''Entity Type ''from the drop-down.

4. '''Select''' the ''Contract Type ''from the drop-down''.''
<div class="image-green-border">[[File:Admin Task Search Sync.PNG|Admin - Admin Task - Search Sync]]</div>
5. To get the Sys Ids, '''click''' the ''Upload CSV'' button to upload the .CSV Agreement or '''enter''' the Sys Id using comma separated value.

6. As required, '''toggle''' ''Yes'' or ''No'' to ''Skip Agreement Document Indexing''.

7. Click the ''Upload CSV'' button to upload the CSV document. The ''Upload Document ''window opens.
<div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document.PNG|Admin Task - Search Sync - Upload Document 7.8]] </div>
If the uploaded file format is incorrect, then a validation message window opens.
<div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document - Invalid Format message.PNG|Admin Task - Search Sync - Upload Document - Invalid Format message 7.8]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. When the Agreement is uploaded or SysId is provided, the File Path field is displayed. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Admin Task - Search Sync - Upload Document - File Path.PNG|Admin Task - Search Sync - Upload Document - File Path.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">8. '''Click '''''Sync''. The ''Sync Request Accepted ''message is displayed. </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Admin Task - Search Sync - Sync Request Accepted.PNG|Admin Task - Search Sync - Sync Request Accepted.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border">9. '''Click '''''OK''.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Legacy_Upload|Legacy Upload]] |</div> <div class="image-green-border"> </div>

Reasons

2019-05-14T10:24:22Z

IDT-3:

= Reasons =

== Searching a Reason ==

You may want to search a specific reason for which an agreement is being rejected or a contract type is being rejected.<br/> In ICM, you can use various options given below, including the dynamic search feature, to find the desired reason.<br/> <br/> To search a reason:

1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears.

2. Search for a particular currency by using any of the following options:

*'''Click''' the ''Select Field'' list under ''Search For'', and then select appropriate item. Refer to the area highlighted in the image below.<br/> Search results relevant to the item are displayed with a number in bracket. The number denotes the number of reasons that meet the search criteria.
*'''Click''' the ''box'' to select specific item. A list of reasons relevant to the item is displayed.

*'''Type''' relevant keyword in the ''Custom Keyword'' box to narrow your search further, and '''click''' ''Apply''.<br/> While entering a custom keyword, follow the guidelines as shown in the image below.

Alternatively, '''type''' the keywords in the ''Refine Search here'' field. A list of relevant reasons is displayed.
<div class="image-green-border">[[File:Searching a reason 7.8.PNG|1050px|RTENOTITLE]]</div>
'''Enhancing your search'''

To narrow down your search, you can use any of the following methods as well:

{|
|-
! '''Field'''
! '''Action'''
|-
| "..."
| '''Type''' the search term in double quotation marks.<br/> It shows existing reasons that include the exact search term.
|-
| *...*
| '''Type''' the search term in star characters.<br/> It shows existing currencies that include the exact search term.
|-
| *...
| Add a Prefix * to the search term.<br/> It shows existing reasons that end with this term.
|-
| ...*
| Add a Suffix * to the search term.<br/> It shows existing reasons that start with this term.
|}

'''Viewing the saved search terms'''

View your saved search terms with the following:

*In the More Searches box, select your saved search, and '''click''' the ''Add to Favorites'' icon to mark the search term as favorite.
*You can find your marked favorites below the tiles.

== Creating a Reason ==

ICM allows you to create Reasons, to track a particular rejection involved in clause, template, attributes and so on.

To create a reason:

1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page opens.

2. '''Click''' the ''Create Reason'' tile. The ''Create Reason'' page opens.

=== <font size="3">Details</font> ===

1. Provide appropriate details as follows in the ''Details'' tab.

*'''Type''' an appropriate ''code for the reason''''' '''In the ''Code'' box.
*'''Type''' the ''appropriate details for the reason''''' '''in the ''Heading'' box,.
<div class="image-green-border">[[File:Create a Reason 7.8.PNG]]</div>
2. '''Click '''''Next ''go to the ''Verify ''tab.

=== <font size="3">'''Verify'''</font> ===

1. In the ''Verify ''tab, verify the information.

2. '''Click''' ''Save ''to save the newly created reason.
<div class="image-green-border">[[File:Create a reason verify tab 7.8.PNG]]</div>
== Editing a Reason ==

With ICM, you can create, search and edit Reasons to track a particular rejection involved in clause, template, attributes and so on.

To edit a reason:

1. On the ''User Administration'' page, '''click''' the ''Reasons'' tile. The ''Reasons'' page opens. A List of reasons is displayed.

2. '''Click''' the ''View Record'' icon next to the appropriate reason. The ''Reasons Details'' page opens.

3. '''Click''' ''Edit'' button. The ''Edit Reason ''page opens'''.'''

4. In the ''Details'' tab, update appropriate information as follows
<div class="image-green-border">[[File:Edit reason 7.8.PNG]]</div>
5. In the ''Code'' box, '''type''' the appropriate code for the reason.

6. In the ''Heading'' box, '''type''' the appropriate details for the reason.

7. '''Click''' ''Next'' to go the ''Verify'' tab. Verify the details. 

8.''' Click''' ''Update'' to update the reason. The updated content is displayed on the ''Reasons ''page.
<div class="image-green-border">[[File:Edit reason Update button 7.8.PNG]]</div> <div class="image-green-border"> </div>
 

 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

Reasons

2019-05-14T10:23:33Z

IDT-3:

= Reasons =

== Searching a Reason ==

You may want to search a specific reason for which an agreement is being rejected or a contract type is being rejected.<br/> In ICM, you can use various options given below, including the dynamic search feature, to find the desired reason.<br/> <br/> To search a reason:

1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page appears.

2. Search for a particular currency by using any of the following options:

*'''Click''' the ''Select Field'' list under ''Search For'', and then select appropriate item. Refer to the area highlighted in the image below.<br/> Search results relevant to the item are displayed with a number in bracket. The number denotes the number of reasons that meet the search criteria.
*'''Click''' the ''box'' to select specific item. A list of reasons relevant to the item is displayed.

*'''Type''' relevant keyword in the ''Custom Keyword'' box to narrow your search further, and '''click''' ''Apply''.<br/> While entering a custom keyword, follow the guidelines as shown in the image below.

Alternatively, '''type''' the keywords in the ''Refine Search here'' field. A list of relevant reasons is displayed.
<div class="image-green-border">[[File:Searching a reason 7.8.PNG]]</div>
'''Enhancing your search'''

To narrow down your search, you can use any of the following methods as well:

{|
|-
! '''Field'''
! '''Action'''
|-
| "..."
| '''Type''' the search term in double quotation marks.<br/> It shows existing reasons that include the exact search term.
|-
| *...*
| '''Type''' the search term in star characters.<br/> It shows existing currencies that include the exact search term.
|-
| *...
| Add a Prefix * to the search term.<br/> It shows existing reasons that end with this term.
|-
| ...*
| Add a Suffix * to the search term.<br/> It shows existing reasons that start with this term.
|}

'''Viewing the saved search terms'''

View your saved search terms with the following:

*In the More Searches box, select your saved search, and '''click''' the ''Add to Favorites'' icon to mark the search term as favorite.
*You can find your marked favorites below the tiles.

== Creating a Reason ==

ICM allows you to create Reasons, to track a particular rejection involved in clause, template, attributes and so on.

To create a reason:

1. '''Click''' the ''Reasons'' tile on the ''User Administration'' page. The ''Reasons'' page opens.

2. '''Click''' the ''Create Reason'' tile. The ''Create Reason'' page opens.

=== <font size="3">Details</font> ===

1. Provide appropriate details as follows in the ''Details'' tab.

*'''Type''' an appropriate ''code for the reason''''' '''In the ''Code'' box.
*'''Type''' the ''appropriate details for the reason''''' '''in the ''Heading'' box,.
<div class="image-green-border">[[File:Create a Reason 7.8.PNG]]</div>
2. '''Click '''''Next ''go to the ''Verify ''tab.

=== <font size="3">'''Verify'''</font> ===

1. In the ''Verify ''tab, verify the information.

2. '''Click''' ''Save ''to save the newly created reason.
<div class="image-green-border">[[File:Create a reason verify tab 7.8.PNG]]</div>
== Editing a Reason ==

With ICM, you can create, search and edit Reasons to track a particular rejection involved in clause, template, attributes and so on.

To edit a reason:

1. On the ''User Administration'' page, '''click''' the ''Reasons'' tile. The ''Reasons'' page opens. A List of reasons is displayed.

2. '''Click''' the ''View Record'' icon next to the appropriate reason. The ''Reasons Details'' page opens.

3. '''Click''' ''Edit'' button. The ''Edit Reason ''page opens'''.'''

4. In the ''Details'' tab, update appropriate information as follows
<div class="image-green-border">[[File:Edit reason 7.8.PNG]]</div>
5. In the ''Code'' box, '''type''' the appropriate code for the reason.

6. In the ''Heading'' box, '''type''' the appropriate details for the reason.

7. '''Click''' ''Next'' to go the ''Verify'' tab. Verify the details. 

8.''' Click''' ''Update'' to update the reason. The updated content is displayed on the ''Reasons ''page.
<div class="image-green-border">[[File:Edit reason Update button 7.8.PNG]]</div> <div class="image-green-border"> </div>
 

 

'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]] |

File:Edit reason Update button 7.8.PNG

2019-05-14T10:22:14Z

IDT-3:

File:Edit reason 7.8.PNG

2019-05-14T10:20:14Z

IDT-3:

File:Create a reason verify tab 7.8.PNG

2019-05-14T10:17:07Z

IDT-3: