Add a Rule Based Clause - Revision history

WikiSysop at 17:02, 23 December 2021

2021-12-23T17:02:54Z

WikiSysop at 10:14, 18 November 2020

2020-11-18T10:14:11Z

IDT-4 at 08:41, 17 June 2019

2019-06-17T08:41:37Z

IDT-4 at 08:40, 17 June 2019

2019-06-17T08:40:00Z

IDT-3 at 10:03, 14 August 2018

2018-08-14T10:03:53Z

IDT-5 at 12:37, 14 March 2018

2018-03-14T12:37:40Z

IDT-1 at 06:36, 13 March 2018

2018-03-13T06:36:50Z

IDT-1 at 06:32, 13 March 2018

2018-03-13T06:32:57Z

IDT-4 at 00:24, 21 January 2018

2018-01-21T00:24:00Z

IDT-4 at 23:57, 20 January 2018

2018-01-20T23:57:29Z

← Older revision		Revision as of 17:02, 23 December 2021
Line 23:		Line 23:


−	'''Related Topics: '''[[Agreement_Management\|Agreement Management~~]] \| [[Create_a_Template_in_ICM_Word_Add-in\|Create a Template in ICI Word Add-in~~]]	+	'''Related Topics: '''[[Agreement_Management\|Agreement Management]]

@@ Line 2: / Line 2: @@
 = Add a Rule Based Clause =
-You can add a rule-based Clause to a Template from the ICM Word Add-in. You will first need to create a Template and then add the&nbsp;rule-based clause to it. You can also&nbsp;add footnotes for providing additional details which may be critical for that Clause. You can retain these footnotes in the Agreement document for Rule based Clauses. The footnotes in Association Documents (docx) will also be retained in the Agreement document after assembling the Association.
+You can add a rule-based Clause to a Template from the ICI Word Add-in. You will first need to create a Template and then add the&nbsp;rule-based clause to it. You can also&nbsp;add footnotes for providing additional details which may be critical for that Clause. You can retain these footnotes in the Agreement document for Rule based Clauses. The footnotes in Association Documents (docx) will also be retained in the Agreement document after assembling the Association.
 To add a rule based clause to a Template, first tag the Attributes and Clauses:
-#In ICM Word Add-in, '''open '''the template to which you want to add attributes.
+#In ICI&nbsp;Word Add-in, '''open '''the template to which you want to add attributes.
 #In the ''Template'' pane on the right side of the template, on the ''Attributes'' tab, '''right-click''' the attribute you want to add to the template, and then '''click''' ''Add''.
 #The attribute appears on the Template. Now tag the clauses.
@@ Line 16: / Line 16: @@
 Similarly, you can add clauses from the ''Agreement Clauses'' tab and the ''Parent Agreement Clauses'' tab.
 <div class="note-box">Note: The Agreement Clauses tab displays all the clauses that are created for the selected contract type.<br/> The Parent Agreement Clauses tab displays all the clauses that are created for the agreement that is parent to the selected agreement template.</div> <ol start="6">
-<li>On the ICM tab, in the ''Signatory'' group, '''click''' ''Signatory''. The Signatory tab opens.</li>
+<li>On the ICI&nbsp;tab, in the ''Signatory'' group, '''click''' ''Signatory''. The Signatory tab opens.</li>
 <li>Under ''Internal Signatories/External Signatories'', '''right-click'''&nbsp;the&nbsp;appropriate signatory&nbsp;and '''click''' ''Add''.&nbsp;Follow the same procedure to add the date.</li>
 <li>After adding all the required details, '''click''' ''Update'' to update the Template.</li>
@@ Line 23: / Line 23: @@
 &nbsp;
-'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICM Word Add-in]]&nbsp;
+'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI&nbsp;Word Add-in]]&nbsp;

← Older revision		Revision as of 08:41, 17 June 2019
Line 23:		Line 23:


−	'''Related Topics: '''[[~~Working_with_ICM_Add-ins~~\|~~Working_with_ICM_Add-in~~]] \| [[Create_a_Template_in_ICM_Word_Add-in\|~~Create_a_Template_in_ICM_Word_Add-in]] \| [[Edit_a_Template_in_ICM\|Edit~~ a Template in ICM]]	+	'''Related Topics: '''[[Agreement_Management\|Agreement Management]] \| [[Create_a_Template_in_ICM_Word_Add-in\|Create a Template in ICM Word Add-in]]

@@ Line 17: / Line 17: @@
 <div class="note-box">Note: The Agreement Clauses tab displays all the clauses that are created for the selected contract type.<br/> The Parent Agreement Clauses tab displays all the clauses that are created for the agreement that is parent to the selected agreement template.</div> <ol start="6">
 <li>On the ICM tab, in the ''Signatory'' group, '''click''' ''Signatory''. The Signatory tab opens.</li>
-<li>Under ''Internal Signatories/External Signatories'', '''right-click'''&nbsp;the&nbsp;appropriate signatory&nbsp;nd '''click''' ''Add''.&nbsp;Follow the same procedure to add the date.</li>
+<li>Under ''Internal Signatories/External Signatories'', '''right-click'''&nbsp;the&nbsp;appropriate signatory&nbsp;and '''click''' ''Add''.&nbsp;Follow the same procedure to add the date.</li>
 <li>After adding all the required details, '''click''' ''Update'' to update the Template.</li>
 </ol>
@@ Line 23: / Line 23: @@
 &nbsp;
-'''Related Topics:&nbsp;'''[[Working_with_ICM_Add-ins]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in]] | [[Edit_a_Template_in_ICM|Edit a Template in ICM]]
+'''Related Topics:&nbsp;'''[[Working_with_ICM_Add-ins|Working_with_ICM_Add-in]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create_a_Template_in_ICM_Word_Add-in]] | [[Edit_a_Template_in_ICM|Edit a Template in ICM]]

← Older revision	Revision as of 10:03, 14 August 2018
Line 22:	Line 22:


	+
	+	'''Related Topics: '''[[Working_with_ICM_Add-ins]] \| [[Create_a_Template_in_ICM_Word_Add-in]] \| [[Edit_a_Template_in_ICM\|Edit a Template in ICM]]

@@ Line 6: / Line 6: @@
 To add a rule based clause to a Template, first tag the Attributes and Clauses:
-#In '''ICM Word Add-in''', open the template '''to which you want to add attributes'''.
+#In ICM Word Add-in, '''open '''the template to which you want to add attributes.
-#In the '''Template''' pane on the right side of the template, on the '''Attributes''' tab, right-click the '''attribute you want to add''' to the template, and then click '''Add'''.
+#In the ''Template'' pane on the right side of the template, on the ''Attributes'' tab, '''right-click''' the attribute you want to add to the template, and then '''click''' ''Add''.
-#The attribute appears on the template. Now tag the clauses.
+#The attribute appears on the Template. Now tag the clauses.
-#Click '''Library Clauses'''. All the clauses relevant to the selected Contract Type are displayed. The Library Clauses tab shows the search box that enables you to search clauses.
+#'''Click''' ''Library Clauses''. All the clauses relevant to the selected Contract Type are displayed. The Library Clauses tab shows the search box that enables you to search clauses.
-−
 <div class="image-green-border">[[File:Library clauses.jpg|RTENOTITLE]]</div> <ol start="5">
-<li>Place the cursor in the area where you want to add the clause, right-click the clause you want to add to the template, and click '''Add'''. Click '''Clause'''. The '''Clause successfully added''' message appears. Click '''OK'''.</li>
+<li>Place the cursor in the area where you want to add the clause, right-click the clause you want to add to the template, and '''click''' ''Add''. '''Click''' ''Clause''. The ''Clause successfully added'' message appears. '''Click''' ''OK''.</li>
 </ol>
 <div class="image-green-border"><br/> [[File:Add clause.png|RTENOTITLE]]</div>
@@ Line 19: / Line 19: @@
 <div class="note-box">Note: The Agreement Clauses tab displays all the clauses that are created for the selected contract type.<br/> The Parent Agreement Clauses tab displays all the clauses that are created for the agreement that is parent to the selected agreement template.</div> <ol start="6">
 <li>On the ICM tab, in the ''Signatory'' group, '''click''' ''Signatory''. The Signatory tab opens.</li>
-<li>Under ''Internal Signatories/External Signatories'', '''right-click'''&nbsp;the&nbsp;appropriate signatory&nbsp;nd click '''Add'''.&nbsp;Follow the same procedure to add the date.</li>
+<li>Under ''Internal Signatories/External Signatories'', '''right-click'''&nbsp;the&nbsp;appropriate signatory&nbsp;nd '''click''' ''Add''.&nbsp;Follow the same procedure to add the date.</li>
-<li>After adding all the required details, click '''Update''' to update the Template.</li>
+<li>After adding all the required details, '''click''' ''Update'' to update the Template.</li>
 </ol>
 &nbsp;

@@ Line 1: / Line 1: @@
-== Add a Rule Based Clause ==
+= Add a Rule Based Clause =
-<font face="Segoe UI">Using the ICM Word Add-in, you can add a rule based clause to a template. You need to create a template before adding a rule based clause to the same.</font>
+Using the ICM Word Add-in, you can add a rule based clause to a template. You need to create a template before adding a rule based clause to the same.
-<font face="Segoe UI">'''Create a Template. Add a Rule based clause to the template.'''</font>
+'''Create a Template. Add a Rule based clause to the template.'''
-<font face="Segoe UI">To add a rule based clause to a template, you need to tag attributes and clauses:</font>
+To add a rule based clause to a template, you need to tag attributes and clauses:
-:<font face="Segoe UI">1. In '''ICM Word Add-in''', open the template '''to which you want to add attributes'''.</font>
+:1. In '''ICM Word Add-in''', open the template '''to which you want to add attributes'''.
-:<font face="Segoe UI">2. In the '''Template''' pane on the right side of the template, on the '''Attributes''' tab, right-click the '''attribute you want to add''' to the template, and then click '''Add'''.</font>
+:2. In the '''Template''' pane on the right side of the template, on the '''Attributes''' tab, right-click the '''attribute you want to add''' to the template, and then click '''Add'''.
-:<font face="Segoe UI">The attribute appears on the template.</font>
+:The attribute appears on the template.
-<font face="Segoe UI">'''Tagging Clauses'''</font>
+'''Tagging Clauses'''
-:<font face="Segoe UI">3. Click '''Library Clauses'''. All the clauses relevant to the selected contract type appear. The Library Clauses tab shows the search box that enables you to search clauses.</font><br/> &nbsp;
+:3. Click '''Library Clauses'''. All the clauses relevant to the selected contract type appear. The Library Clauses tab shows the search box that enables you to search clauses.<br/> &nbsp;
-<font face="Segoe UI">[[File:Library clauses.jpg|RTENOTITLE]]</font>
+[[File:Library clauses.jpg]]
 &nbsp;
-:<font face="Segoe UI">4. Place the cursor in the area where you want to add the clause, right-click the clause you want to add to the template, and click '''Add'''. Click '''Clause'''. The '''Clause successfully added''' message appears. Click '''OK'''.</font>
+:4. Place the cursor in the area where you want to add the clause, right-click the clause you want to add to the template, and click '''Add'''. Click '''Clause'''. The '''Clause successfully added''' message appears. Click '''OK'''.
-<br/> <font face="Segoe UI">[[File:Add clause.png|RTENOTITLE]]</font>
+<br/> [[File:Add clause.png|RTENOTITLE]]
-<font face="Segoe UI">Similarly, you can '''add clauses''' from the '''Agreement Clauses''' tab and the '''Parent Agreement Clauses''' tab.</font>
+Similarly, you can '''add clauses''' from the '''Agreement Clauses''' tab and the '''Parent Agreement Clauses''' tab.
 {| class="wikitable"
 |-
-| <font face="Segoe UI">'''Note''': The '''Agreement Clauses''' tab displays all the clauses that are created for the selected contract type.<br/> The '''Parent Agreement Clauses''' tab displays all the clauses that are created for the agreement that is parent to the selected agreement template.</font>
+| '''Note''': The '''Agreement Clauses''' tab displays all the clauses that are created for the selected contract type.<br/> The '''Parent Agreement Clauses''' tab displays all the clauses that are created for the agreement that is parent to the selected agreement template.
 |}
-:<font face="Segoe UI">5. On the '''ICM''' tab, in the '''Signatory''' group, click '''Signatory'''. The '''Signatory''' tab appears.</font>
+:5. On the '''ICM''' tab, in the '''Signatory''' group, click '''Signatory'''. The '''Signatory''' tab appears.
-:<font face="Segoe UI">6. Under '''Internal Signatories'''/'''External Signatories''', right-click appropriate signatory, and then click '''Add'''.<br/> Follow the same procedure to add date.</font>
+:6. Under '''Internal Signatories'''/'''External Signatories''', right-click appropriate signatory, and then click '''Add'''.<br/> Follow the same procedure to add date.
-:<font face="Segoe UI">7. After adding all the required details, click '''Update''' to update the template.</font>
+:7. After adding all the required details, click '''Update''' to update the template.
-−
-<font face="Segoe UI">Related Topics:<br/> [[ICM_Help|ICM Help]] </font> <link-page pagebefore="Edit_a_Template_in_ICM_Word_Add-in|Edit a Template in ICM Word Add-in"></link-page>