Adding Supporting Documents to an Agreement - Revision history

WikiSysop at 15:18, 14 February 2022

2022-02-14T15:18:19Z

Shefali DK at 17:08, 18 December 2021

2021-12-18T17:08:52Z

Shefali DK at 17:07, 18 December 2021

2021-12-18T17:07:04Z

WikiSysop at 09:50, 10 June 2021

2021-06-10T09:50:00Z

WikiSysop at 09:46, 10 June 2021

2021-06-10T09:46:44Z

WikiSysop at 09:45, 10 June 2021

2021-06-10T09:45:34Z

WikiSysop at 15:07, 29 January 2021

2021-01-29T15:07:25Z

IDT-1 at 13:04, 29 January 2021

2021-01-29T13:04:24Z

IDT-1 at 12:58, 29 January 2021

2021-01-29T12:58:36Z

IDT-1 at 10:31, 21 January 2021

2021-01-21T10:31:32Z

@@ Line 13: / Line 13: @@
 . '''Click''' the "View Details" [[File:Eye1.PNG|20px|Eye1.PNG]]eye&nbsp;icon in the extreme right column of the index grid for the agreement you want to view the details of. The&nbsp;Agreement Details&nbsp;page&nbsp;opens.
-. '''Click''' the ''Associations'' option in the left navigation to see a list of all associations that have been added to the agreement.
+. '''Click''' the "Associations" option in the left navigation to see a list of all associations that have been added to the agreement.
-.&nbsp;'''Click'''&nbsp;plus&nbsp;icon to add a peer-to-peer association. For example, "Automation Prime Contract".&nbsp;
+.&nbsp;'''Click'''&nbsp;the icon to add a peer-to-peer association. For example, "Automation Prime Contract".&nbsp;
-<div class="image-green-border">[[File:7.15 586492 14.png|720px|7.15 586492 14.png]]</div>
+<div class="image-green-border">[[File:Add Peer to Peer Association.png|600px]]</div>
-The Lookup Search window opens displaying all available instances of the selected contract type.<br/> The default Linkage Type will be displayed in the Linkage Type field. For example, Related To. Users can change the Linkage Type as per the requirement.
+The Lookup Search window opens displaying all available instances of the selected contract type.&nbsp;The default Linkage Type will be displayed in the Linkage Type field. For example, Related To. Users can change the Linkage Type as per the requirement.
-. '''Click '''''Linkage Type''. The drop down with all defined linkage type values opens.<br/> 6. '''Select '''the ''Linkage Type''. For example, ''Related To''. All defined active configurable labels will be available in the drop-down.
+. '''Click '''"Linkage Type". The drop down with all defined linkage type values opens.<br/> 6. '''Select '''the "Linkage Type". For example, "Related To". All defined active configurable labels will be available in the drop-down.
 <div class="image-green-border">[[File:7.15 586492 15.png|720px|7.15 586492 15.png]]</div>
 . '''Choose '''the agreement instance and click ''Select''.&nbsp;

@@ Line 11: / Line 11: @@
 . '''Click '''"Agreements" on the main navigation menu on the top.&nbsp;The&nbsp;Agreements index page&nbsp;opens.
-. '''Click''' the "View Details" [[File:Eye1.PNG|20px]]eye&nbsp;icon in the extreme right column of the index grid for the agreement you want to view the details of. The&nbsp;Agreement Details&nbsp;page&nbsp;opens. 3. '''Click''' the ''Associations'' option in the left navigation to see a list of all associations that have been added to the agreement.
+. '''Click''' the "View Details" [[File:Eye1.PNG|20px|Eye1.PNG]]eye&nbsp;icon in the extreme right column of the index grid for the agreement you want to view the details of. The&nbsp;Agreement Details&nbsp;page&nbsp;opens.
-.&nbsp;'''Click''' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp;icon to add a peer to peer association. For example, ''Automation Prime Contract''.&nbsp;
+. '''Click''' the ''Associations'' option in the left navigation to see a list of all associations that have been added to the agreement.
 <div class="image-green-border">[[File:7.15 586492 14.png|720px|7.15 586492 14.png]]</div>
-The ''Lookup Search'' window opens displaying all available instances of the selected contract type.<br/> The default ''Linkage Type'' will displayed in the Linkage Type field. For example, ''Related To.'' User can change the ''Linkage Type'' as per the requirement.
+The Lookup Search window opens displaying all available instances of the selected contract type.<br/> The default Linkage Type will be displayed in the Linkage Type field. For example, Related To. Users can change the Linkage Type as per the requirement.
 . '''Click '''''Linkage Type''. The drop down with all defined linkage type values opens.<br/> 6. '''Select '''the ''Linkage Type''. For example, ''Related To''. All defined active configurable labels will be available in the drop-down.

@@ Line 9: / Line 9: @@
 To add an Association:
-. '''Click '''''Agreement Management > Agreements&nbsp;''on the ''Home ''page. The&nbsp;Agreements index page&nbsp;opens.
+. '''Click '''"Agreements" on the main navigation menu on the top.&nbsp;The&nbsp;Agreements index page&nbsp;opens.
-. '''Click''' the&nbsp;''View Record'' icon&nbsp;next to the agreement you want to view the details of. The&nbsp;Agreement ''Details''&nbsp;page&nbsp;opens. &nbsp;
+. '''Click''' the "View Details" [[File:Eye1.PNG|20px]]eye&nbsp;icon in the extreme right column of the index grid for the agreement you want to view the details of. The&nbsp;Agreement Details&nbsp;page&nbsp;opens. 3. '''Click''' the ''Associations'' option in the left navigation to see a list of all associations that have been added to the agreement.
-−
 . '''Click''' the ''Associations'' option in the left navigation to see a list of all associations that have been added to the agreement.
 .&nbsp;'''Click''' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp;icon to add a peer to peer association. For example, ''Automation Prime Contract''.&nbsp;

@@ Line 381: / Line 381: @@
 &nbsp;
+&nbsp;
 == Auto-attachment of Associated documents ==
@@ Line 427: / Line 427: @@
 . '''Verify '''the details and '''click '''''Update''. The ''Masterdata Contract Type ''(''Standard Document Master'') is updated with additional attributes.&nbsp;
 <div class="image-green-border">[[File:7.16 Auto attach 1.png|720px|7.16 Auto attach 1.png]]</div>
-'''Suggestion:''' Configurators can configure association types and their mandatory attributes as dependent attributes in a Standard Document Master; and control attribute’s visibility when creating an instance of Standard Document Master by only showing attributes that are relevant to the selected association type. This selective display of attributes will help to keep the UI decluttered when creating the Standard Document master instance.
+&nbsp;
+<div class="note-box">'''Suggestion:''' Configurators can configure association types and their mandatory attributes as dependent attributes in a Standard Document Master; and control attribute’s visibility when creating an instance of Standard Document Master by only showing attributes that are relevant to the selected association type. This selective display of attributes will help to keep the UI decluttered when creating the Standard Document master instance.</div>
 &nbsp;
@@ Line 515: / Line 515: @@
 . '''Select '''the ''Associated Document Contract Type'' from which you want to auto-attach the documents in next drop-down. For example, ''Annexure3''.
 <div class="note-box">
-'''Note:'''&nbsp;<br/> <br/> Associated Document Contract Types&nbsp;that are in a parent-child relationship with the selected&nbsp;Agreement Contract Type&nbsp;will only be available in the drop-down for selection.<br/> <br/> The associated Document Contract Types that are configured with document assembly will not be available.
+'''Note:'''&nbsp;<br/> Associated Document Contract Types&nbsp;that are in a parent-child relationship with the selected&nbsp;Agreement Contract Type&nbsp;will only be available in the drop-down for selection.<br/> The associated Document Contract Types that are configured with document assembly will not be available.
 </div>
 . '''Select '''the saved search name in the next drop-down. For example,''SearchAutoAttachment.''
@@ Line 526: / Line 526: @@
 . '''Click '''''Create''. The ''Rule created successfully'' message appears. The rule is displayed in the list of ''Rules ''of the selected contract type.
-<div class="note-box">'''Note:'''<br/> <br/> When there is an auto attachment rule configured on the agreement reviewed event, it will only work when there is a reviewer added to an entity’s Team.&nbsp;<br/> <br/> Ensure to configure only a single auto attachment rule with a single action for attaching associations automatically to an association, as multiple auto attachment rules and rule actions are not supported in case of Associations of Associations.</div>
+<div class="note-box">'''Note:'''<br/> When there is an auto attachment rule configured on the agreement reviewed event, it will only work when there is a reviewer added to an entity’s Team.&nbsp;<br/> Ensure to configure only a single auto attachment rule with a single action for attaching associations automatically to an association, as multiple auto attachment rules and rule actions are not supported in case of Associations of Associations.</div>
 &nbsp;

@@ Line 380: / Line 380: @@
 <div class="image-green-border">[[File:7.12 Linkage Type 27.png|720px|7.12 Linkage Type 27.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The associations of the parent agreement will not be inherited while creating an agreement.</div>
 &nbsp;
@@ Line 425: / Line 426: @@
 . '''Verify '''the details and '''click '''''Update''. The ''Masterdata Contract Type ''(''Standard Document Master'') is updated with additional attributes.&nbsp;
-<div class="image-green-border">[[File:7.16 Auto attach 1.png|720px]]</div>
+<div class="image-green-border">[[File:7.16 Auto attach 1.png|720px|7.16 Auto attach 1.png]]</div>
 '''Suggestion:''' Configurators can configure association types and their mandatory attributes as dependent attributes in a Standard Document Master; and control attribute’s visibility when creating an instance of Standard Document Master by only showing attributes that are relevant to the selected association type. This selective display of attributes will help to keep the UI decluttered when creating the Standard Document master instance.
-==== &nbsp; ====
+&nbsp;
 ==== Storing attachments in masterdata instances ====

@@ Line 380: / Line 380: @@
 <div class="image-green-border">[[File:7.12 Linkage Type 27.png|720px|7.12 Linkage Type 27.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The associations of the parent agreement will not be inherited while creating an agreement.</div>
 &nbsp;
 == Auto-attachment of Associated documents ==
-As part of ''RFQ ''creation process, users need to add several documents as mandatory attachments to ''RFQs ''that may not change frequently. Previously, users had to attach multiple such documents manually to every ''RFQ ''which was a tedious and time consuming process.<br/> ICI now has simplified the process by allowing users to attach predefined standard documents automatically to agreement / amendment based on defined event rules.<br/> Users can now:
+As part of&nbsp;RFQ&nbsp;creation process, users need to add several documents as mandatory attachments to&nbsp;RFQs&nbsp;that may not change frequently. Users had to attach multiple such documents manually to every&nbsp;RFQ&nbsp;which was a tedious and time consuming process.<br/> ICI has simplified the process by allowing users to attach predefined standard documents automatically to agreement/amendment based on defined event rules.
-*Maintain a repository of standard documents in masterdata.
+*Define and maintain a library for Associated Document Contract Types as a Standard Document Master with all their required attributes configured.
-*Define global saved searches of standard documents masterdata instances
+*Maintain standard documents in masterdata repository.
-*Define event rules using global saved search and association name to trigger the auto-attachment process.
+*Update and delete associated documents in a library.
-<div class="note-box">Note: This is applicable for agreements and amendments.</div>
+*Define the mapping between agreements and associated documents for auto-attachments.
 &nbsp;
 === Configuring masterdata (Standard Document Master) to store attachments ===
-The ''Standard Document Master ''stores the documents to attach to an agreement based on the configured event rule. This ''Standard Document Master ''is a seeded masterdata with defined attributes for uploading the documents to the masterdata instance.
+The&nbsp;Standard Document Master&nbsp;stores and maintains the documents that would be auto attached to agreements. This&nbsp;Standard Document Master&nbsp;is a seeded masterdata with defined attributes required for uploading the documents as masterdata instances.
 *''Upload Document'': ''File Selection'' attribute to upload a document to the masterdata.
 *''Is Document Link'': The Boolean attribute to decide whether the copy of the document is created for attachment. When the ''Is Document Link'' attribute is set to ''No'', then the new copy of the document will be created each time to associate with the agreement. When the ''Is Document Link'' is ''Yes'', then the original copy of the document created from masterdata for the first time to associate will be linked to the agreement.
 <div class="image-green-border">[[File:7.12 Auto Attachment 1.png|720px|7.12 Auto Attachment 1.png]]</div> <div class="image-green-border">&nbsp;</div>
-Administrators can edit and add additional attributes to the existing ''Standard Document Master ''as per the business requirements.
+Configurator can edit the Standard Document Master and add any additional or mandatory attributes required for specific Associated Document Contract Type as per the business requirements.
 To add attributes to masterdata contract type:
@@ Line 404: / Line 414: @@
 . '''Click''' ''Configuration ''> ''Contract Type'' on the ''Home ''page. The ''Contract Type ''index page opens.
-. '''Click '''''View Record ''icon next to the ''Standard Document Master''. The masterdata ''Details ''page opens.
+. '''Click '''the'''&nbsp;'''''View Record ''icon beside&nbsp;the ''Standard Document Master''. The masterdata ''Details ''page opens.
-. '''Add '''attributes on ''Attributes ''tab and '''click '''''Save''. The ''Attributes saved successfully ''message appears.
+. '''Click''' ''Edit'' on the ''Details'' tab.
 . '''Click '''''Next''.
 . '''Verify '''the details and '''click '''''Update''. The ''Masterdata Contract Type ''(''Standard Document Master'') is updated with additional attributes.&nbsp;
-&nbsp;
+==== &nbsp; ====
 ==== Storing attachments in masterdata instances ====
@@ Line 497: / Line 513: @@
 <div class="note-box">Note: The option CreateAssociatedDocumentInstancesEventHook is enabled through technical configuration.</div>
 . '''Select '''the ''Associated Document Contract Type'' from which you want to auto-attach the documents in next drop-down. For example, ''Annexure3''.
-<div class="note-box">Note: ''Associated Document Contract Types'' that are in a parent-child relationship with the selected ''Agreement Contract Type'' will only be available in the drop-down. Also the ''Associated Document Contract Types'' which have document assembly and mandatory attributes will not be available.</div>
+<div class="note-box">
 . '''Select '''the saved search name in the next drop-down. For example,''SearchAutoAttachment.''
@@ Line 507: / Line 525: @@
 . '''Click '''''Create''. The ''Rule created successfully'' message appears. The rule is displayed in the list of ''Rules ''of the selected contract type.
+<div class="note-box">'''Note:'''<br/> <br/> When there is an auto attachment rule configured on the agreement reviewed event, it will only work when there is a reviewer added to an entity’s Team.&nbsp;<br/> <br/> Ensure to configure only a single auto attachment rule with a single action for attaching associations automatically to an association, as multiple auto attachment rules and rule actions are not supported in case of Associations of Associations.</div>
 &nbsp;

@@ Line 1: / Line 1: @@
 = Adding Supporting Documents to an Agreement =
@@ Line 248: / Line 247: @@
 &nbsp;
 === Creating the peer associations for amendments ===
@@ Line 589: / Line 589: @@
 '''Note''': The Associated document saved search instances can also be updated in the document by ''Edit ''and ''Update ''actions.&nbsp;
 &nbsp; &nbsp; '''Related Topics''':&nbsp;&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Association_Management|Association Management]]&nbsp;|&nbsp;[[Saved_Searches|Saved Searches]]</div>

@@ Line 247: / Line 247: @@
 &nbsp;
 === Creating the peer associations for amendments ===
@@ Line 259: / Line 260: @@
 .&nbsp;'''Select '''the agreement instance. For example, ''ICIPK_MSA_17.''
-<div class="image-green-border">[[File:7.12 Linkage Type 13.2.png|720px|7.12 Linkage Type 13.2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The linkage type field on the&nbsp;''Lookup Search ''window will be disabled while creating associations for amendments and the associations are linked as peer by default.</div>
+<div class="image-green-border">[[File:7.15 586492 20.png|720px|7.15 586492 20.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: The linkage type field on the&nbsp;''Lookup Search ''window will be disabled while creating associations for amendments and the associations are linked as peer with the default Linkage Type label.</div>
-.&nbsp;'''Click''' ''Select''. The agreement will be associated with the linkage type as peer.
+.&nbsp;'''Click''' ''Select''. The agreement will be associated with the default linkage type as Related To.
-<div class="image-green-border">[[File:7.12 Linkage Type 14.png|720px|7.12 Linkage Type 14.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:7.15 586492 21.png|720px|7.15 586492 21.png]]</div> <div class="image-green-border">&nbsp;</div>
 When the amendment is created for the agreement, all associations from parent agreement will be copied to the amendment with the relation type as peer.

@@ Line 1: / Line 1: @@
 = Adding Supporting Documents to an Agreement =
@@ Line 11: / Line 12: @@
 . '''Click '''''Agreement Management > Agreements&nbsp;''on the ''Home ''page. The&nbsp;Agreements index page&nbsp;opens.
-. '''Click''' the&nbsp;''View Record'' icon&nbsp;next to the agreement you want to view the details of. The&nbsp;Agreement ''Details'' Page&nbsp;opens. &nbsp;
+. '''Click''' the&nbsp;''View Record'' icon&nbsp;next to the agreement you want to view the details of. The&nbsp;Agreement ''Details''&nbsp;page&nbsp;opens. &nbsp;
 . '''Click''' the ''Associations'' option in the left navigation to see a list of all associations that have been added to the agreement.
-.&nbsp;'''Click''' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp;icon to add a peer to peer association. The''&nbsp;Select Association''&nbsp;page&nbsp;opens.
+.&nbsp;'''Click''' [[File:Add icon.jpeg|RTENOTITLE]]&nbsp;icon to add a peer to peer association. For example, ''Automation Prime Contract''.&nbsp;
-<div class="image-green-border">[[File:Add supporting documents details page 7.8.PNG|RTENOTITLE]]</div> <div class="image-green-border">
+<div class="image-green-border">[[File:7.15 586492 14.png|720px|7.15 586492 14.png]]</div>
-. '''Select''' an appropriate association&nbsp;and then '''click '''''Select''. The selected Association gets added under the''Association&nbsp;''section&nbsp;with an incremented association number.
+The ''Lookup Search'' window opens displaying all available instances of the selected contract type.<br/> The default ''Linkage Type'' will displayed in the Linkage Type field. For example, ''Related To.'' User can change the ''Linkage Type'' as per the requirement.
-. '''Click '''<font face="Segoe UI">[[File:Add icon.jpeg|RTENOTITLE]]&nbsp;</font>to add a&nbsp;parent to child association. The&nbsp;''Create Associated Document'' dialog box opens with the parent agreement name on the right side of the page.
+. '''Click '''''Linkage Type''. The drop down with all defined linkage type values opens.<br/> 6. '''Select '''the ''Linkage Type''. For example, ''Related To''. All defined active configurable labels will be available in the drop-down.
-. '''Type'''&nbsp;the appropriate information in the respective fields&nbsp;and&nbsp;'''click&nbsp;'''''Create''&nbsp;to create a child association for that agreement.
+. '''Click '''<font face="Segoe UI">[[File:Add icon.jpeg|RTENOTITLE]]&nbsp;</font>to add a&nbsp;parent to child association. The&nbsp;''Create Associated Document'' dialog box opens with the parent agreement name on the right side of the page.
-. The Association gets added under the ''Association&nbsp;''section&nbsp;with an incremented association number.
+. '''Type'''&nbsp;the appropriate information in the respective fields&nbsp;and&nbsp;click&nbsp;''Create''&nbsp;to create a child association for that agreement.&nbsp;The Association gets added under the ''Association&nbsp;''section&nbsp;with an incremented association number.
-<div class="note-box">'''Note:'''&nbsp;In ICI you can auto attach supporting documents to an agreement at a pre-defined state, if proper Masterdata and Rules are created for the specific Contract Type.<br/> Two types of Masterdata must be created:,<br/> *&nbsp;for Mapping:&nbsp;it will consist of Contract type, Associations, Event&nbsp;which is the state when you want the supporting document to get attach with the Agreement and the Smart Link&nbsp;saved search name.<br/> *&nbsp;for Document Repository:&nbsp;it will consist of information such as&nbsp;Document Name, Effective date and&nbsp;Validity.<br/> The Rule needs to be created for the Agreement to get the ''Supporting Documents'' auto attached at the predefined state.</div>
 &nbsp;
 == Ability to define nomenclature for Association Agreement Code for peer and child entity ==

@@ Line 533: / Line 533: @@
 &nbsp;
 == Tagging Saved Search of Associated documents in an Agreement ==
@@ Line 545: / Line 546: @@
 '''To tag Associated Document Saved Search:'''
-You can add the rich text content control to tag a Saved Search in a Template or Agreement document using Word:
+You can add a rich text content control to tag a Saved Search in a Template or Agreement document using Word:
 . '''Select&nbsp;'''''Rich Text Content Control ''from the&nbsp;''Developer''&nbsp;menu.
@@ Line 574: / Line 575: @@
 '''Note''': The Associated document saved search instances can also be updated in the document by ''Edit ''and ''Update ''actions.&nbsp;
 &nbsp; &nbsp; '''Related Topics''':&nbsp;&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[Association_Management|Association Management]]&nbsp;|&nbsp;[[Saved_Searches|Saved Searches]]</div>