Bilingual Templates - Revision history

WikiSysop at 15:33, 15 February 2022

2022-02-15T15:33:41Z

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Shefali DK at 15:18, 14 December 2021

2021-12-14T15:18:10Z

Shefali DK at 15:12, 14 December 2021

2021-12-14T15:12:25Z

WikiSysop at 04:59, 11 June 2021

2021-06-11T04:59:47Z

WikiSysop at 05:03, 10 June 2021

2021-06-10T05:03:40Z

WikiSysop at 06:30, 21 October 2020

2020-10-21T06:30:21Z

WikiSysop at 06:23, 21 October 2020

2020-10-21T06:23:23Z

WikiSysop at 06:21, 21 October 2020

2020-10-21T06:21:19Z

IDT-1 at 13:49, 11 September 2020

2020-09-11T13:49:10Z

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IDT-5 at 08:25, 13 September 2019

2019-09-13T08:25:54Z

@@ Line 81: / Line 81: @@
 You can create and manage templates using ICI Word Add-in and save it in your ICIs.&nbsp;
 === To create a Template in ICI ===
-<br/> 1.&nbsp; '''Click '''the "Templates"''tile on the Dashboard. The "Templates" index''&nbsp;''page opens.<br/> 2.&nbsp; '''Click '''&nbsp;"Create" in top right . The "Create Template" page opens.&nbsp;<br/> 3.&nbsp; '''Select '''the Contract Type from the "Contract Type Name" drop-down list.&nbsp;<br/> 4.&nbsp; '''Enter '''a Template name in the "Name" field.&nbsp;<br/> 5.&nbsp; The "Template Code" is auto-generated.&nbsp;<br/> 6.&nbsp; '''Select '''the primary ''Template Language'' from the drop-down list. For example, ''English (United States)''.<br/> 7.&nbsp; '''Select '''the ''Template secondary Language'' from the drop-down list. For example, ''Deutsch (German)''.<br/> 8.&nbsp; '''Click '''''Yes ''to make it ''Primary Template''.<br/> 9.&nbsp; '''Enter '''all the details on ''Create Template Details'' page.&nbsp;<br/> 10.&nbsp; '''Click '''''Next''. The ''Template Variables'' section opens. &nbsp;
+<br/> 1.&nbsp; '''Click '''the "Templates" tile on the Dashboard. The "Templates" index&nbsp;page opens.<br/> 2.&nbsp; '''Click '''&nbsp;"Create" in the top right. The "Create Template" page opens.&nbsp;<br/> 3.&nbsp; '''Select '''the Contract Type from the "Contract Type Name" drop-down list.&nbsp;<br/> 4.&nbsp; '''Enter '''a Template name in the "Name" field.&nbsp;<br/> 5.&nbsp; The "Template Code" is auto-generated.&nbsp;<br/> 6.&nbsp; '''Select '''the primary Template Language from the drop-down list. For example, English (United States).<br/> 7.&nbsp; '''Select '''the Template secondary Language from the drop-down list. For example, Deutsch (German).<br/> 8.&nbsp; '''Click '''Yes to make it a Primary Template.<br/> 9.&nbsp; '''Enter '''all the details on Create Template Details page.&nbsp;<br/> 10.&nbsp; '''Click "'''Nex"t. The Template Variables section opens. &nbsp;
-<div class="image-green-border"><br/> &nbsp;<br/> '''Note:''' &nbsp;If there is a mismatch between the language selected in ICI and the uploaded Template file, ICI doesn’t restrict the user however, a message &nbsp;is displayed indicating to correct the language in the Template document later through ICI &nbsp;Word Add-in (mismatched localized tagged Attribute is highlighted in pink color in ICI &nbsp;Word Add-in not in ICI web).&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:16-bi-ICM Web.PNG|560px|16-bi-ICM Web.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI Word Add-in]]&nbsp;| [[Approve/Reject_a_Template|Approve/Reject_a_Template]] |&nbsp;[[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;</div>
+<div class="image-green-border">[[File:8.0-Template Management Create-Bi-Lingual.PNG|720px]]<br/> &nbsp;<br/> '''Note:''' &nbsp;If there is a mismatch between the language selected in ICI and the uploaded Template file, ICI doesn’t restrict the user however, a message&nbsp;is displayed indicating to correct the language in the Template document later through ICI &nbsp;Word Add-in (mismatched localized tagged Attribute is highlighted in pink color in ICI &nbsp;Word Add-in not in ICI web).&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI Word Add-in]]&nbsp;| [[Approve/Reject_a_Template|Approve/Reject_a_Template]] |&nbsp;[[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;</div>

@@ Line 81: / Line 81: @@
 You can create and manage templates using ICI Word Add-in and save it in your ICIs.&nbsp;
 === To create a Template in ICI ===
-<br/> 1.&nbsp; '''Click '''the ''Template Management'' tile on the Dashboard. The ''Template Management'' page opens.<br/> 2.&nbsp; '''Click '''the ''Create Template'' tile. The ''Create Template'' page opens.&nbsp;<br/> 3.&nbsp; '''Select '''the Contract Type from the ''Contract Type Name'' drop-down list. For example, ''MD Localization agreement CT''. &nbsp;&nbsp;<br/> 4.&nbsp; '''Enter '''a Template name in the ''Name ''field. For example, ''Template Localization 3''.<br/> 5.&nbsp; The ''Template Code'' is auto-generated.&nbsp;<br/> 6.&nbsp; '''Select '''the primary ''Template Language'' from the drop-down list. For example, ''English (United States)''.<br/> 7.&nbsp; '''Select '''the ''Template secondary Language'' from the drop-down list. For example, ''Deutsch (German)''.<br/> 8.&nbsp; '''Click '''''Yes ''to make it ''Primary Template''.<br/> 9.&nbsp; '''Enter '''all the details on ''Create Template Details'' page.&nbsp;<br/> 10.&nbsp; '''Click '''''Next''. The ''Template Variables'' section opens. &nbsp;
+<br/> 1.&nbsp; '''Click '''the "Templates"''tile on the Dashboard. The "Templates" index''&nbsp;''page opens.<br/> 2.&nbsp; '''Click '''&nbsp;"Create" in top right . The "Create Template" page opens.&nbsp;<br/> 3.&nbsp; '''Select '''the Contract Type from the "Contract Type Name" drop-down list.&nbsp;<br/> 4.&nbsp; '''Enter '''a Template name in the "Name" field.&nbsp;<br/> 5.&nbsp; The "Template Code" is auto-generated.&nbsp;<br/> 6.&nbsp; '''Select '''the primary ''Template Language'' from the drop-down list. For example, ''English (United States)''.<br/> 7.&nbsp; '''Select '''the ''Template secondary Language'' from the drop-down list. For example, ''Deutsch (German)''.<br/> 8.&nbsp; '''Click '''''Yes ''to make it ''Primary Template''.<br/> 9.&nbsp; '''Enter '''all the details on ''Create Template Details'' page.&nbsp;<br/> 10.&nbsp; '''Click '''''Next''. The ''Template Variables'' section opens. &nbsp;
-<div class="image-green-border">[[File:10-bi-ICM web.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> '''Note:''' &nbsp;If there is a mismatch between the language selected in ICI and the uploaded Template file, ICI doesn’t restrict the user however, a message &nbsp;is displayed indicating to correct the language in the Template document later through ICI &nbsp;Word Add-in (mismatched localized tagged Attribute is highlighted in pink color in ICI &nbsp;Word Add-in not in ICI web).&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:16-bi-ICM Web.PNG|560px|16-bi-ICM Web.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI Word Add-in]]&nbsp;| [[Approve/Reject_a_Template|Approve/Reject_a_Template]] |&nbsp;[[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;</div>
+<div class="image-green-border"><br/> &nbsp;<br/> '''Note:''' &nbsp;If there is a mismatch between the language selected in ICI and the uploaded Template file, ICI doesn’t restrict the user however, a message &nbsp;is displayed indicating to correct the language in the Template document later through ICI &nbsp;Word Add-in (mismatched localized tagged Attribute is highlighted in pink color in ICI &nbsp;Word Add-in not in ICI web).&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:16-bi-ICM Web.PNG|560px|16-bi-ICM Web.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:&nbsp;'''[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Create_a_Template_in_ICM_Word_Add-in|Create a Template in ICI Word Add-in]]&nbsp;| [[Approve/Reject_a_Template|Approve/Reject_a_Template]] |&nbsp;[[Rule|Rule]]&nbsp;|&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;</div>

@@ Line 10: / Line 10: @@
 === To navigate the Create Template page ===
-.&nbsp;'''Login '''to Icertis Experience for&nbsp;Word. The ''Welcome'' (user name) window opens.&nbsp;<br/> 2.&nbsp;'''Click '''''Create'' to start creating a new template. The ''Create Template'' window opens.
+.&nbsp;'''Login '''to Icertis Experience for&nbsp;Word. The ''Welcome'' (user name) window opens.&nbsp;<br/> 2.&nbsp;'''Click '''''Create&nbsp;''under Templates to start creating a new template. The ''Create Template'' window opens.
 <div class="image-green-border">&nbsp;</div>
 === Specifying Mandatory Template Details ===
@@ Line 24: / Line 24: @@
 *''Effective From'': '''Select '''a date from which this template will be effective. The date cannot be a past date.
 *''Effective To'': '''Select '''a date this template is valid till. You can use the template till this date.
-*''Select Language'': '''Select '''a primary language for this template. The default language is set to ''English (United States)''.
-*''Select Secondary Language'': '''Select '''a secondary language for this template. For example, ''Deutsch (German)''.
+*Bilingual Template: Select this checkbox to configure the Template in two languages.
-*''Date Format'': '''Select '''the date format for this template. For example,''MM/dd/yy''.
-*''Time Format'': '''Select '''the time format for this template. For example, ''hh:mm:ss tt''. &nbsp;
+Selecting Bilingual Template checkbox will display fields to set the Template’s second language and Date and Time Formats specific to that language. For Bilingual Templates, selecting a secondary language is mandatory.
-*''Link to another Template'': '''Select '''this checkbox to link this template to another template. Clearing the checkbox makes this a primary template.&nbsp;
 *''Team'': This is an optional step. You can add Team Members such as ''Secondary Owner'', ''Contributor'', and ''Approver ''to the template. This can also be done using the ICI Web.
-<div class="image-green-border">[[File:3-bi.PNG|320px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:3-2-bi 7.16 update.png|320px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' It is not mandatory to add roles to the Template using the ICI Word Add-in. You can add them later using ICI Web.</div>
+<div class="image-green-border">[[File:3-bi.PNG|320px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' It is not mandatory to add roles to the Template using the ICI Word Add-in. You can add them later using ICI Web.</div>
 .&nbsp; '''Click '''the ''Library ''tab. The ''Library ''section opens.&nbsp;
-<div class="image-green-border">[[File:4-bi 7.16 update.png|320px]]<br/> &nbsp;<br/> 5.&nbsp; '''Click '''the ''Attributes ''tab.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:5-bi 7.16 update.png|320px]]<br/> &nbsp;<br/> 6.&nbsp; '''Click '''''Display and highlight locale attributes'' checkbox. This opens ''Select localized attribute language'' drop-down. The primary language is selected (the first one selected by default). Let’s insert the locale Attributes of English (primary language) and Deutsch (secondary language) as per our selection in the ''Create Template'' section.&nbsp;&nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note: '''&nbsp;The ''Design Preview'' checkbox is greyed out or disabled when ''Display and highlight locale attributes'' checkbox is checked.</div>
+<div class="image-green-border">[[File:4-bi 7.16 update.png|320px|4-bi 7.16 update.png]]<br/> &nbsp;<br/> 5.&nbsp; '''Click '''the ''Attributes ''tab.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:5-bi 7.16 update.png|320px|5-bi 7.16 update.png]]<br/> &nbsp;<br/> 6.&nbsp; '''Click '''''Display and highlight locale attributes'' checkbox. This opens ''Select localized attribute language'' drop-down. The primary language is selected (the first one selected by default). Let’s insert the locale Attributes of English (primary language) and Deutsch (secondary language) as per our selection in the ''Create Template'' section.&nbsp;&nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note: '''&nbsp;The ''Design Preview'' checkbox is greyed out or disabled when ''Display and highlight locale attributes'' checkbox is checked.</div>
 .&nbsp; '''Enter '''the keyword in the ''Search ''field or '''click '''the ''DEFAULT'' drop-down. For example, let’s click ''DEFAULT''. All localized attributes of English (United States) language from the Contract&nbsp;Type MD Localization agreement CT are displayed. &nbsp;<br/> 8.&nbsp; '''Click '''the&nbsp;[[File:8-bi-plus icon.PNG|RTENOTITLE]]&nbsp;icon to add the Attributes in the Template.
 <div class="image-green-border">[[File:8-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> 9.&nbsp; To change the localized Attribute language to another language (for example, ''Deutsch (German)''). '''Click '''''Select localized attribute language'' drop-down to select the second localized attribute language.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:9-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> 10. &nbsp;'''Click '''the&nbsp;[[File:8-bi-plus icon.PNG|RTENOTITLE]] icon. The added localized Attribute is highlighted in turquoise color.&nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note:''' A user can see the localized Attribute’s language by taking cursor on it.&nbsp;</div> <div class="image-green-border"><br/> [[File:10-bi.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you change the second language after the Attributes are tagged in the document, a message is displayed indicating that the selected template language does not match the localized tagged attribute. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:10-2-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> 11. &nbsp;To add a Clause having localized attributes, '''click '''the ''Clauses ''tab.&nbsp;<br/> 12. &nbsp;You can search the Clause through the Search field or through an Advanced Search Filter&nbsp;&nbsp;[[File:12-bi-icon funnel.PNG|30px|RTENOTITLE]]&nbsp; icon.<br/> For example, '''select '''''MDL clause with English and German tags'' (having localized Attributes).&nbsp;<br/> <br/> [[File:12-bi.PNG|320px|RTENOTITLE]]<br/> <br/> 13. &nbsp;'''Click '''the&nbsp;[[File:13-bi-vert-icon.PNG|25px|RTENOTITLE]]&nbsp;icon to view the options.<br/> 14. &nbsp;'''Click '''''Direct ''to add the Clause in the document.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:14-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> The Clauses are added in the document.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:14-bi-2.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 15. '''Click '''''Save''. The ''Template has been saved successfully'' window opens.&nbsp;<br/> 16. You can select one of the following options: ''Continue Editing, Send For Approval'', or ''Close''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:16-bi.PNG|320px|RTENOTITLE]]</div>

@@ Line 1: / Line 1: @@
 = Bilingual Templates =
 == Creating a bilingual Template using the Icertis Experience for Word ==
@@ Line 32: / Line 30: @@
 *''Link to another Template'': '''Select '''this checkbox to link this template to another template. Clearing the checkbox makes this a primary template.&nbsp;
 *''Team'': This is an optional step. You can add Team Members such as ''Secondary Owner'', ''Contributor'', and ''Approver ''to the template. This can also be done using the ICI Web.
-<div class="image-green-border">[[File:3-bi.PNG|320px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:3-2-bi.PNG|320px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' It is not mandatory to add roles to the Template using the ICI Word Add-in. You can add them later using ICI Web.</div>
+<div class="image-green-border">[[File:3-bi.PNG|320px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:3-2-bi 7.16 update.png|320px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' It is not mandatory to add roles to the Template using the ICI Word Add-in. You can add them later using ICI Web.</div>
 .&nbsp; '''Click '''the ''Library ''tab. The ''Library ''section opens.&nbsp;
-<div class="image-green-border">[[File:4-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> 5.&nbsp; '''Click '''the ''Attributes ''tab.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:5-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> 6.&nbsp; '''Click '''''Display and highlight locale attributes'' checkbox. This opens ''Select localized attribute language'' drop-down. The primary language is selected (the first one selected by default). Let’s insert the locale Attributes of English (primary language) and Deutsch (secondary language) as per our selection in the ''Create Template'' section.&nbsp;&nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note: '''&nbsp;The ''Design Preview'' checkbox is greyed out or disabled when ''Display and highlight locale attributes'' checkbox is checked.</div>
+<div class="image-green-border">[[File:4-bi 7.16 update.png|320px]]<br/> &nbsp;<br/> 5.&nbsp; '''Click '''the ''Attributes ''tab.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:5-bi 7.16 update.png|320px]]<br/> &nbsp;<br/> 6.&nbsp; '''Click '''''Display and highlight locale attributes'' checkbox. This opens ''Select localized attribute language'' drop-down. The primary language is selected (the first one selected by default). Let’s insert the locale Attributes of English (primary language) and Deutsch (secondary language) as per our selection in the ''Create Template'' section.&nbsp;&nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note: '''&nbsp;The ''Design Preview'' checkbox is greyed out or disabled when ''Display and highlight locale attributes'' checkbox is checked.</div>
 .&nbsp; '''Enter '''the keyword in the ''Search ''field or '''click '''the ''DEFAULT'' drop-down. For example, let’s click ''DEFAULT''. All localized attributes of English (United States) language from the Contract&nbsp;Type MD Localization agreement CT are displayed. &nbsp;<br/> 8.&nbsp; '''Click '''the&nbsp;[[File:8-bi-plus icon.PNG|RTENOTITLE]]&nbsp;icon to add the Attributes in the Template.
 <div class="image-green-border">[[File:8-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> 9.&nbsp; To change the localized Attribute language to another language (for example, ''Deutsch (German)''). '''Click '''''Select localized attribute language'' drop-down to select the second localized attribute language.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:9-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> 10. &nbsp;'''Click '''the&nbsp;[[File:8-bi-plus icon.PNG|RTENOTITLE]] icon. The added localized Attribute is highlighted in turquoise color.&nbsp;<br/> &nbsp;</div> <div class="note-box">'''Note:''' A user can see the localized Attribute’s language by taking cursor on it.&nbsp;</div> <div class="image-green-border"><br/> [[File:10-bi.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' If you change the second language after the Attributes are tagged in the document, a message is displayed indicating that the selected template language does not match the localized tagged attribute. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:10-2-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> 11. &nbsp;To add a Clause having localized attributes, '''click '''the ''Clauses ''tab.&nbsp;<br/> 12. &nbsp;You can search the Clause through the Search field or through an Advanced Search Filter&nbsp;&nbsp;[[File:12-bi-icon funnel.PNG|30px|RTENOTITLE]]&nbsp; icon.<br/> For example, '''select '''''MDL clause with English and German tags'' (having localized Attributes).&nbsp;<br/> <br/> [[File:12-bi.PNG|320px|RTENOTITLE]]<br/> <br/> 13. &nbsp;'''Click '''the&nbsp;[[File:13-bi-vert-icon.PNG|25px|RTENOTITLE]]&nbsp;icon to view the options.<br/> 14. &nbsp;'''Click '''''Direct ''to add the Clause in the document.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:14-bi.PNG|320px|RTENOTITLE]]<br/> &nbsp;<br/> The Clauses are added in the document.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:14-bi-2.PNG|720px|RTENOTITLE]]<br/> &nbsp;<br/> 15. '''Click '''''Save''. The ''Template has been saved successfully'' window opens.&nbsp;<br/> 16. You can select one of the following options: ''Continue Editing, Send For Approval'', or ''Close''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:16-bi.PNG|320px|RTENOTITLE]]</div>
-−
 == <br/> Creating a bilingual Template using the ICI .Net Word Add-In ==

@@ Line 3: / Line 3: @@
-== Creating a Bilingual Template using the Icertis Experience for Word ==
 You can create a bilingual Template using the Icertis Experience for&nbsp;Word&nbsp;and save it in your ICI repository.
 === To navigate the Create Template page ===
 .&nbsp;'''Login '''to Icertis Experience for&nbsp;Word. The ''Welcome'' (user name) window opens.&nbsp;<br/> 2.&nbsp;'''Click '''''Create'' to start creating a new template. The ''Create Template'' window opens.
 <div class="image-green-border">&nbsp;</div>
-−
 === Specifying Mandatory Template Details ===

← Older revision		Revision as of 08:25, 13 September 2019
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	<br/> 1.  '''Click '''the ''Template Management'' tile on the Dashboard. The ''Template Management'' page opens.<br/> 2.  '''Click '''the ''Create Template'' tile. The ''Create Template'' page opens. <br/> 3.  '''Select '''the Contract Type from the ''Contract Type Name'' drop-down list. For example, ''MD Localization agreement CT''.   <br/> 4.  '''Enter '''a Template name in the ''Name ''field. For example, ''Template Localization 3''.<br/> 5.  The ''Template Code'' is auto-generated. <br/> 6.  '''Select '''the primary ''Template Language'' from the drop-down list. For example, ''English (United States)''.<br/> 7.  '''Select '''the ''Template secondary Language'' from the drop-down list. For example, ''Deutsch (German)''.<br/> 8.  '''Click '''''Yes ''to make it ''Primary Template''.<br/> 9.  '''Enter '''all the details on ''Create Template Details'' page. <br/> 10.  '''Click '''''Next''. The ''Template Variables'' section opens.		<br/> 1.  '''Click '''the ''Template Management'' tile on the Dashboard. The ''Template Management'' page opens.<br/> 2.  '''Click '''the ''Create Template'' tile. The ''Create Template'' page opens. <br/> 3.  '''Select '''the Contract Type from the ''Contract Type Name'' drop-down list. For example, ''MD Localization agreement CT''.   <br/> 4.  '''Enter '''a Template name in the ''Name ''field. For example, ''Template Localization 3''.<br/> 5.  The ''Template Code'' is auto-generated. <br/> 6.  '''Select '''the primary ''Template Language'' from the drop-down list. For example, ''English (United States)''.<br/> 7.  '''Select '''the ''Template secondary Language'' from the drop-down list. For example, ''Deutsch (German)''.<br/> 8.  '''Click '''''Yes ''to make it ''Primary Template''.<br/> 9.  '''Enter '''all the details on ''Create Template Details'' page. <br/> 10.  '''Click '''''Next''. The ''Template Variables'' section opens.
−	<div class="image-green-border">[[File:10-bi-ICM web.PNG\|720px\|RTENOTITLE]]<br/>  <br/> '''Note:'''  If there is a mismatch between the language selected in ICM and the uploaded Template file, ICM doesn’t restrict the user however, a message  is displayed indicating to correct the language in the Template document later through ICM  Word Add-in (mismatched localized tagged Attribute is highlighted in pink color in ICM  Word Add-in not in ICM web). </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:16-bi-ICM Web.PNG\|560px\|16-bi-ICM Web.PNG]]</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"> </div> <div class="image-green-border"> ~~</div> <div class="image~~-~~green~~-~~border">~~ </div>	+	<div class="image-green-border">[[File:10-bi-ICM web.PNG\|720px\|RTENOTITLE]]<br/>  <br/> '''Note:'''  If there is a mismatch between the language selected in ICM and the uploaded Template file, ICM doesn’t restrict the user however, a message  is displayed indicating to correct the language in the Template document later through ICM  Word Add-in (mismatched localized tagged Attribute is highlighted in pink color in ICM  Word Add-in not in ICM web). </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:16-bi-ICM Web.PNG\|560px\|16-bi-ICM Web.PNG]]</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"> </div> <div class="image-green-border">'''Related Topics: '''[[Template_Management\|Template Management]] \| [[Create_a_Template_in_ICM_Word_Add-in\|Create a Template in ICM Word Add-in]] \| [[Approve/Reject_a_Template]] \| [[Rule\|Rule]] \| [[Agreement_Management\|Agreement Management]] \| [[Clause_Management\|Clause Management]] </div>