Clauses - Revision history

IDT-1 at 10:49, 9 June 2022

2022-06-09T10:49:14Z

IDT-1 at 07:40, 2 February 2022

2022-02-02T07:40:13Z

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IDT-1 at 17:26, 23 December 2021

2021-12-23T17:26:56Z

IDT-1 at 14:32, 23 December 2021

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IDT-1 at 14:00, 23 December 2021

2021-12-23T14:00:44Z

IDT-1 at 13:26, 23 December 2021

2021-12-23T13:26:05Z

IDT-1 at 13:25, 23 December 2021

2021-12-23T13:25:09Z

IDT-1 at 13:24, 23 December 2021

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IDT-1 at 12:02, 23 December 2021

2021-12-23T12:02:22Z

IDT-1 at 12:00, 23 December 2021

2021-12-23T12:00:08Z

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 &nbsp;
 === Accessing Clause Extended Metadata from Agreements ===
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 . '''Click '''''Agreement ''on the ''Home'' page. The agreements Index page opens.<br/> 2. '''Click '''the ''View Record'' icon corresponding to the agreement you want to open. The agreement ''Details'' page opens.
 <div class="image-green-border">[[File:Clause Mgnt 54.png|720px|Clause Mgnt 54.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click''' ''Agreement Clauses'' tab in the left navigation pane. All agreement clauses open in grid displaying clause metadata and clause extension attributes.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause Mgnt 55.PNG|720px|Clause Mgnt 55.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can select the clause extension attributes to be displayed as columns in grid for all users using the ''Default Search Column'' functionality from the Extended Clause Masterdata entity.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 56.PNG|520px|Clause mgnt 56.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Users can also configure the clause extension attributes they want to display and set the display order for the current page.</div> <div class="image-green-border"><br/> 4. '''Click '''''Select Columns ''action icon. The ''Select Attributes'' window opens displaying all the extension attributes defined in the Extended Clause Masterdata Entity.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 58.png|620px|Clause mgnt 58.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Rearrange '''or remove the extension attributes in the ''Selected'' ''Attributes'' pane using action arrows. For example, remove ''Vendor_Address&nbsp;''and ''Vendor_Name''.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 59.PNG|520px|Clause mgnt 59.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6. '''Click''' ''Apply''. The attributes will be displayed as per the sequence set in the grid.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 60.png|720px|Clause mgnt 60.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: Additional Extension attributes selected from the Select Column action Icon will not be saved, and the grid will display only default extension attributes in columns when the page is refreshed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. '''Click '''''Show Clause Information'' link corresponding to the clause you want to view details of in the ''Clause Information'' column. For example, ''Jurisdiction_AI&nbsp;''. The ''Clause Details ''window opens. The clause extension attributes are displayed under ''Clause Additional Attributes'' section.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 61.PNG|620px|Clause mgnt 61.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8. '''Click '''''Clause Approver'' tab in the left navigation pane. All agreement clauses opens in grid displaying clauses extension attributes along with metadata.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9. '''Click '''''Clause code'' link corresponding to the clause you want to view details of in the ''Clause Code ''column. The ''Clause Details'' window opens displaying clause extension attributes under the ''Clause Additional Attributes'' section.</div>
-'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Rule|Rule]]&nbsp;|&nbsp;[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|
+'''Related Topics:'''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]&nbsp;|&nbsp;[[Rule|Rule]]&nbsp;|&nbsp;[[Templates|Template Management]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|

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 &nbsp;
 === Searching Clause with Extended Attributes ===
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 #'''Click '''''Clauses tile&nbsp;''on the ''Home ''page. The ''Clauses''&nbsp;index page opens with all existing clauses.
 #'''Type '''extended attribute in the ''Refine Search here… ''search box. The list of relevant clauses opens.
-#'''Select '''extended attribute as search parameter in the ''Categories ''drop-down. For example,&nbsp;extended attribute ''Governing Law'' and values Germany, Austria in ''Categories''. All matching clauses are displayed.
+#'''Select '''extended attribute as search parameter in the ''Categories ''drop-down. For example,&nbsp;extended attribute ''Clause is Active&nbsp;''and values ''true, false''&nbsp;''Categories''. All matching clauses are displayed.
-#'''Filter '''your search further by selecting and typing specific extended attribute value in the ''Custom Keyword'' field and '''click '''''Apply''. For example, ''Custom Keyword'' as ''Germany'' with operator ''Exactly''. Only clauses containing ''Governing Law'' as ''Germany ''are displayed. &nbsp;
+#'''Filter '''your search further by selecting and typing specific extended attribute value in the ''Custom Keyword'' field and '''click '''''Apply''. For example, ''Custom Keyword'' as ''true''. Only clauses in active state are displayed. &nbsp;
-<div class="image-green-border">[[File:Clause mgnt 51.PNG|620px|Clause mgnt 51.PNG]]</div>
+<div class="image-green-border">[[File:Clause mgnt 71.PNG|620px]]</div>
 Users can search clauses by extended attributes using the ''Advanced Search'' and ''Saved Search.''<br/> On ''Advanced Search'' page, select ''Clauses ''in ''Entity ''drop-down and type extended attribute in the ''Refine Search here…'' search box. Refer to ''Using Advanced Search'' for details on using search filters, operators, and options.

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 <div class="note-box">Note: Extended attributes support all existing attribute functionalities such as lookup, cascade, conditional, mandatory attributes, localization and so on.&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 49.PNG|720px|Clause mgnt 49.PNG]]</div>
 &nbsp;
@@ Line 406: / Line 407: @@
 #'''Enter '''a clause ''Name.'' For example, ''Payment Terms.''
 #'''Enter '''the remaining details for clause metadata and clause additional attributes.
+<div class="image-green-border">[[File:Clause mgnt 68.PNG|520px]]</div>
 Attributes from masterdata ''Extended Clause Entity'' are available on the ''Clause Additional Attributes'' section on the ''Details ''tab.
 <ol start="4">
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 After clause is created, users can ''Edit, Send for Approval'' and ''Delete ''the clause.
-<div class="image-green-border">[[File:Clause mgnt 50.PNG|720px|Clause mgnt 50.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: Clause extended attributes are applicable for existing / legacy Clauses.</div>
+<div class="image-green-border">[[File:Clause mgnt 70.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: Clause extended attributes are applicable for existing / legacy Clauses.</div>
 &nbsp;

@@ Line 397: / Line 397: @@
 <div class="note-box">Note: Extended attributes support all existing attribute functionalities such as lookup, cascade, conditional, mandatory attributes, localization and so on.&nbsp;</div> <div class="image-green-border">[[File:Clause mgnt 49.PNG|720px|Clause mgnt 49.PNG]]</div>
 &nbsp;
 === Creating Clause with Extended Attributes ===
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 The extended attributes for clause are available while creating a clause if configured in your instance.&nbsp;<br/> To create a clause with extended attributes:
-#'''Click '''''Clauses''> ''Create ''on the ''Home ''page. The ''Create Clause ''page opens.
+#'''Click '''''Clauses&nbsp;''> ''Create ''on the ''Home ''page. The ''Create Clause ''page opens.
 #'''Enter '''a clause ''Name.'' For example, ''Payment Terms.''
 #'''Enter '''the remaining details for clause metadata and clause additional attributes.

@@ Line 351: / Line 351: @@
 <div class="note-box">'''Note''': Users can only replace a non-mandatory clause. Thus, there is no&nbsp;''Select Alternate Clause&nbsp;''link available for mandatory clauses. Also, the&nbsp;''Select Alternate Clause&nbsp;''link is not available for deleted clauses.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">You can select an alternate clause by using ''Select Alternate Clause ''link''.&nbsp;''</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;
 == Replacing Clause Text from ICI ==
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 With this release, contract authors will now be able to preview the list of Clause approvers that are triggered when a clause is added, removed or replaced, and a new version of the agreement is created. The modifications can also be viewed on the ''Content Control Differences'' window, thus helping users to make informed decisions before actually creating a new version of agreement.&nbsp;&nbsp; &nbsp;<br/> <br/> To replace clauses:<br/> <br/> 1. '''Click''' the Compare Clause Changes with Previous Document Version icon on the three dots menu of the&nbsp;Agreement Details page.&nbsp;
+<div class="image-green-border">[[File:Clause mgnt 45.PNG|720px|Clause mgnt 45.PNG]]<br/> &nbsp;<br/>  <br/> The ''Compare Changes with Previous Document Version'' window displays the clause difference between ''Current Text'' and ''Previous Text''.&nbsp;<br/> 2. '''Click''' ''Select Alternate Clause''. The ''List of alternate clauses for SOW Subclause 1'' window displays a list of alternate clauses for ''SOW Subclause 1''.</div>
 [[File:Clause mgnt 45.PNG|720px|Clause mgnt 45.PNG]]<br/> &nbsp;<br/>  <br/> The ''Compare Changes with Previous Document Version'' window displays the clause difference between ''Current Text'' and ''Previous Text''.&nbsp;<br/> 2. '''Click''' ''Select Alternate Clause''. The ''List of alternate clauses for SOW Subclause 1'' window displays a list of alternate clauses for ''SOW Subclause 1''.
-−
 A message is displayed to indicate the Approvers which would be added if the clause is replaced. Separate messages are also displayed for those clauses, for which Approvers will be added if those particular clauses are selected. For example, ''If this clause is selected, Second Approver, Third Approver will be added as Approvers to the team''. Here, contract authors can preview the set of approvers that would get added to the team, while replacing the clause with an alternate clause (before the document assembly takes place).&nbsp;
 <div class="image-green-border">[[File:Clause mgnt 46.PNG|620px|Clause mgnt 46.PNG]]</div> <div class="note-box">'''Note''': Users can only replace a non-mandatory clause. Thus, there is no ''Select Alternate Clause'' link available for mandatory clauses. The ''Select Alternate Clause'' link is not available for deleted clauses.&nbsp;Additionally, the ''Select Alternate Clause'' link will only be visible for those clauses which have an alternate clause available.</div>

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 &nbsp;
 == Configuring Rules for Inclusion/Exclusion of Clauses ==
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 <br/> 4.&nbsp;The ''Attributes'' page opens displaying the added user in the External Signatory field.&nbsp;
 <div class="image-green-border">[[File:Clause mgnt 37.png|520px|Clause mgnt 37.png]]</div>
-.&nbsp;'''Click''' ''Next''. The S''elect Template'' page opens.<br/> 6.&nbsp;'''Select '''the ''RuleBasedClauses ''template.&nbsp;
+.&nbsp;'''Click''' ''Next''. The S''elect Template'' page opens.<br/> 6.&nbsp;'''Select '''the ''RuleBasedClauses ''template.&nbsp;<br/> 7.&nbsp;'''Click '''''Next''. The ''Create Agreement'' page opens.<br/> 8.&nbsp;'''Click''' ''Create and Publish ''to create the Agreement. The ''Agreement Details'' page opens.
-<div class="image-green-border">[[File:Include Clauses 5.png|720px|Include Clause 5]]</div>
 <br/> 7.&nbsp;'''Click '''''Next''. The ''Create Agreement'' page opens.<br/> 8.&nbsp;'''Click''' ''Create and Publish ''to create the Agreement. The ''Agreement Details'' page opens.
 <div class="image-green-border">[[File:Clause mgnt 38.PNG|520px|Clause mgnt 38.PNG]]</div>
 .&nbsp;Go to the ''Home ''page&nbsp;and '''click''' the ''Configure''&nbsp;tile.&nbsp;<br/> 10.&nbsp;'''Click''' the ''Rule'' tile to add a Clause Inclusion Rule for an Approver.
@@ Line 341: / Line 340: @@
 <br/> You can also include or exclude Clauses using clause metadata or extended attributes (as discussed in the example above) or the Edit or Upload options.&nbsp;You can download the Agreement, and add, remove or modify a new Clause by setting up Rules in that way for Clause Approval.
 <div class="note-box">'''Note:''' The inclusion, exclusion or modification Rules must be set up by keeping Approvers at different steps. If they at the same step, it may lead to a discrepancy as to which option must be given preference. For example, if the Clause inclusion is rejected, then the modification is affected.&nbsp;</div>
 == Comparing Clauses ==

@@ Line 279: / Line 279: @@
 &nbsp;
 == Accessing Control on Clauses ==
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 <div class="note-box">'''Note: '''Just like Clauses, Templates can also be access controlled by adding a user to the Team using a technical configuration. However, this capability is only implemented for the ICI UI and .JS version of Word Add-in. The .NET version is currently not supported.&nbsp;</div>
 Let's consider an example of Access Control on Clauses using the Organization path screenshot below: As&nbsp;'''<u>User 7</u>''' creates&nbsp;the following primary clauses – ''Clause 01, Clause 02, Clause 03 ''and&nbsp;''Clause 04''. To do this:
-<div class="image-green-border">[[File:SP7 Clauses and Access Control 1.png|720px|SP7 Clauses and Access Control 1]]</div>
+<div class="image-green-border">[[File:Clause mgnt 66.PNG|420px]]</div>
 . '''Click''' the ''Clauses&nbsp;''tile on the ''Home&nbsp;''page.<br/> 2. '''Click''' the ''Create Clause'' tile. This opens the ''Create Clause'' page.<br/> 3. '''Enter''' the details for the Clause: *Enter the Name of the Clause. For example, Clause 01. *Enter the remaining details for the Clause.
 <div class="image-green-border">[[File:Clause mgnt 31.PNG|620px|Clause mgnt 31.PNG]]</div>

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 &nbsp;
 == Editing a Clause ==
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 <div class="image-green-border">5. Choose one of the following:</div>
 *'''Click''' ''Previous'' to go back to previous tabs.
-*'''Click''' ''Update'' to update the clause. The ''Contract Summary'' page opens.
+*'''Click''' ''Update'' to update the clause. The ''Clause Summary'' page opens.
-<div class="image-green-border">[[File:Clause mgnt 30.PNG|720px|Clause mgnt 30.PNG]]</div> <div class="image-green-border">On the ''Contract Summary'' page, you can see the preview of the Clause on the right side of the page.</div>
+<div class="image-green-border">[[File:Clause mgnt 30.PNG|720px|Clause mgnt 30.PNG]]</div> <div class="image-green-border">On the ''Clause&nbsp;Summary'' page, you can see the preview of the Clause on the right side of the page.</div>
 . Choose any of the following options:

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 . '''Click''' ''Send For Approval''. The Clause is sent for approval, and the status of the Clause changes to ''Waiting For Approval''.
 <div class="image-green-border">[[File:Clause mgnt 29.PNG|520px|Clause mgnt 29.PNG]]<br/> <br/> While approving or rejecting the Clause, an approver can provide the reason for the same.</div> <div class="image-green-border">&nbsp;</div>
 === Approving or Rejecting a Clause ===
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 To approve a Clause:
-. '''Click''' the ''Tasks'' tile on Home page. The ''Tasks&nbsp;''page opens.&nbsp;
+. On&nbsp;''My&nbsp;Tasks ''widget on the Home page '''click'''&nbsp;on ''View More.'' The ''User''&nbsp;''Tasks&nbsp;''page opens.&nbsp;
 .&nbsp;'''Click '''the appropriate link to open the ''Clause Details&nbsp;''page for approving or rejecting a Clause.