ICI Mobile App - Revision history

IDT-1 at 09:03, 26 September 2022

2022-09-26T09:03:42Z

IDT-1 at 07:01, 23 September 2022

2022-09-23T07:01:47Z

IDT-1 at 07:00, 23 September 2022

2022-09-23T07:00:48Z

IDT-1 at 07:00, 23 September 2022

2022-09-23T07:00:30Z

IDT-1 at 06:59, 23 September 2022

2022-09-23T06:59:58Z

IDT-1 at 06:59, 23 September 2022

2022-09-23T06:59:09Z

IDT-1 at 06:58, 23 September 2022

2022-09-23T06:58:40Z

IDT-1 at 06:57, 23 September 2022

2022-09-23T06:57:59Z

Show changes

IDT-1 at 10:28, 9 June 2022

2022-06-09T10:28:28Z

IDT-1 at 12:50, 7 June 2021

2021-06-07T12:50:22Z

@@ Line 93: / Line 93: @@
 *Set port number: '''Type '''the port number. (It may be similar to 8443).<br/> OR
 *Set API URL: '''Type '''the API URL.&nbsp;(It may be similar to [https://intqa4-api.icertis.com https://intqa4-api.icertis.com])
-<div class="image-green-border">[[File:Mobile App Login.png|275px]]</div>
+<div class="image-green-border">[[File:Mobile App Login.png|275px|Mobile App Login.png]]</div>
 &nbsp;
 <div class="note-box">'''Note''': If you are unsure of any of these, contact the Icertis Customer Support team.&nbsp;</div>
@@ Line 101: / Line 101: @@
 . On successful authentication, the application opens on your mobile displaying the ''Dashboard screen''.
-<div class="image-green-border">[[File:7.15-LoginScreen.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;If the credentials are incorrect, a message is displayed to enter valid credentials.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16 Mobile App 04.png|320x560px|7.16 Mobile App 04.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. On sucessful login, the launch screen is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16 Mobile App 05.png|320x560px|7.16 Mobile App 05.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;If the App is compatible with your ICI version, then your Dashboard screen is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16 Mobile App 06.png|320x560px|7.16 Mobile App 06.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;If the App is not compatible with your ICI version or there are some other issues, an Alert message is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16 Mobile App 07.png|320x560px|7.16 Mobile App 07.png]]</div>
+<div class="image-green-border">[[File:7.15-LoginScreen.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;If the credentials are incorrect, a message is displayed to enter valid credentials.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Simulator Screen Shot - iPhone 11 - 2022-09-26 at 12.47.23.png|275px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. On sucessful login, the launch screen is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16 Mobile App 05.png|320x560px|7.16 Mobile App 05.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;If the App is compatible with your ICI version, then your Dashboard screen is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16 Mobile App 06.png|320x560px|7.16 Mobile App 06.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;If the App is not compatible with your ICI version or there are some other issues, an Alert message is displayed.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.16 Mobile App 07.png|320x560px|7.16 Mobile App 07.png]]</div>
 == Mobile App Features ==
@@ Line 148: / Line 148: @@
 &nbsp;
 == Tasks ==
@@ Line 266: / Line 267: @@
 &nbsp;
 == Agreements ==
@@ Line 284: / Line 286: @@
 &nbsp;
 === Agreement&nbsp;Details Tab ===
@@ Line 425: / Line 428: @@
 &nbsp;
 == Requests ==
@@ Line 501: / Line 505: @@
 &nbsp;
 == Notifications ==

@@ Line 283: / Line 283: @@
 &nbsp;
 === Agreement&nbsp;Details Tab ===
@@ Line 294: / Line 295: @@
 *Tapping the[[File:Eye icon image.png|text-top|RTENOTITLE]]icon at the top of the screen, allows you to view or download a document, depending on the mobile application you are using:
 **For iOS: downloads are not performed within the ICI Mobile Application. The document opens in Web view with the copy-paste option being blocked – this restricts users from copy-pasting any document details.
-**For Android: the document is downloaded in a temporary folder on the device and needs the third-party applications, such as Acrobat Reader installed. Once users click the ''Back'' button, the downloaded document gets deleted.
+**For Android: the agreement documents .docx files can be accessed within the ICI mobile app and .pdf files can be viewed in third-party applications, such as Acrobat Reader installed.
 *The ''Association'' tab displays the Association details for that Agreement.
 *The ''Commitment'' tab displays a list of Commitments pertaining to that Agreement. You have an option to take appropriate action on Overdue or Incomplete Commitments.

@@ Line 499: / Line 499: @@
 &nbsp;
 == Notifications ==
@@ Line 507: / Line 508: @@
 *Here, you can view notifications such as number of Agreements created, approved, executed, expired, sent for approval or review, or the number of Contracts/Requests/Amendments created or submitted, and so on.
 *By default, notifications are set to 15 days.&nbsp;
 <div class="image-green-border">[[File:7.16 Mobile App 44.png|320x560px|7.16 Mobile App 44.png]]</div>
 *'''Tap '''the date range&nbsp;[[File:Tap image.png|RTENOTITLE]]icon to open the ''Select Days'' popup and change it to ''30'' ''Days'', ''60 Days'' or ''90 Days''.&nbsp;

@@ Line 423: / Line 423: @@
 &nbsp;
 == Requests ==
@@ Line 438: / Line 439: @@
 **Saved Search: Provides a list of your own saved searches created on the Web.
 *A ''No records found'' message is displayed if no Requests are available.
 <div class="image-green-border">[[File:7.16 Mobile App 39.png|320x560px|7.16 Mobile App 39.png]]</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;

@@ Line 147: / Line 147: @@
 <div class="image-green-border">[[File:7.16 Mobile App 09.png|320x560px|7.16 Mobile App 09.png]]</div>
 &nbsp;
 == Tasks ==
@@ Line 157: / Line 158: @@
 **Tasks pending Review
-*Tasks are refreshed automatically for approval, rejection or request review actions on contract requests and agreements.
+*Tasks are refreshed automatically for approval, rejection or request review actions on contract requests and agreements.&nbsp;You can also pull down to refresh the tasks.
 <div class="image-green-border">&nbsp;[[File:7.16 Mobile App 10.png|320x560px|7.16 Mobile App 10.png]]</div>
 *Deviated tasks display a ''Deviation List'' and the ''Deviation details'' for each of them.&nbsp;
@@ Line 167: / Line 168: @@
 <div class="image-green-border">[[File:7.16 Mobile App 13.png|320x560px|7.16 Mobile App 13.png]]</div>
 &nbsp;
 == Commitments ==

@@ Line 167: / Line 167: @@
 <div class="image-green-border">[[File:7.16 Mobile App 13.png|320x560px|7.16 Mobile App 13.png]]</div>
 &nbsp;
 == Commitments ==
@@ Line 176: / Line 177: @@
 *Selecting a Commitment opens the respective Commitment’s Details screen providing details such as ''Contract Type'', ''Commitment Code'', ''Agreement Code'', ''Commitment Type'', ''Business Owner'', ''Status'' and ''Due Date''.
 *A ''No records found'' message is displayed if no Commitments are available.
 *To take action on a Commitment, either '''tap '''the ''Take action on commitment'' button on the List view or on the right-hand side of the Commitment that you want to view.&nbsp;
 *The ''Take action on commitment ''option will not be displayed for completed Commitments.&nbsp;

@@ Line 263: / Line 263: @@
 &nbsp;
 == Agreements ==
@@ Line 277: / Line 278: @@
 *Agreements can be marked as ''Favorites ''by tapping the ''Favorite ''icon which creates a ''Favorite ''tile on the ''Dashboard''.
 *A ''No records found'' message is displayed if no Agreements are found.
 &nbsp;

@@ Line 482: / Line 482: @@
 <div class="image-green-border">[[File:7.16 Mobile App 43.png|320x560px]]</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;
@@ Line 491: / Line 492: @@
 *Here, you can view notifications such as number of Agreements created, approved, executed, expired, sent for approval or review, or the number of Contracts/Requests/Amendments created or submitted, and so on.
 *By default, notifications are set to 15 days.&nbsp;
-<div class="image-green-border">[[File:7.16 Mobile App 44.png|320x560px]]</div>
+<div class="image-green-border">[[File:7.16 Mobile App 44.png|320x560px|7.16 Mobile App 44.png]]</div>
 *'''Tap '''the date range&nbsp;[[File:Tap image.png|RTENOTITLE]]icon to open the ''Select Days'' popup and change it to ''30'' ''Days'', ''60 Days'' or ''90 Days''.&nbsp;
-<div class="image-green-border">[[File:7.16 Mobile App 45.png|320x560px]]</div>
+<div class="image-green-border">[[File:7.16 Mobile App 45.png|320x560px|7.16 Mobile App 45.png]]</div>
 *'''Tap''' ''Cancel'' if you want to retain the default of 15 Days.
 *On the ''Agreements ''tab, '''select '''the type of Agreements you want to view. This opens the ''Agreements Notifications'' screen.
 *Details of the Agreement are displayed here, such as, who approved the Agreement or on what date the Agreement was approved.
-<div class="image-green-border">[[File:7.16 Mobile App 46.png|320x560px]]</div>
+<div class="image-green-border">[[File:7.16 Mobile App 46.png|320x560px|7.16 Mobile App 46.png]]</div>
 *On the ''Requests'' tab, '''select '''the type of Requests you want to view. This opens the ''Requests Notifications'' screen.
-<div class="image-green-border">[[File:7.16 Mobile App 47.png|320x560px]]</div>
+<div class="image-green-border">[[File:7.16 Mobile App 47.png|320x560px|7.16 Mobile App 47.png]]</div>
 *Details of the Contract Requests are displayed here, such as, who approved the Agreement or on what date the Agreement was approved.
-<div class="image-green-border">[[File:7.16 Mobile App 48.png|320x560px]]</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;'''[[Agreement_Management|Agreement Management]]'''&nbsp;|&nbsp;'''[[Compliance_Management|Compliance Management]]'''&nbsp;|&nbsp;'''[[Release_Notes|Release Notes]]&nbsp;|</div>
+<div class="image-green-border">[[File:7.16 Mobile App 48.png|320x560px|7.16 Mobile App 48.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">'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]'''&nbsp;|&nbsp;'''[[Compliances|Compliance Management]]'''&nbsp;|&nbsp;'''[[Release_Notes|Release Notes]]&nbsp;|</div>