Icertis Experience for Word - Revision history

IDT-1 at 10:24, 5 September 2022

2022-09-05T10:24:30Z

IDT-1 at 10:17, 5 September 2022

2022-09-05T10:17:30Z

IDT-1 at 10:10, 5 September 2022

2022-09-05T10:10:16Z

IDT-1 at 10:09, 5 September 2022

2022-09-05T10:09:29Z

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IDT-1 at 10:06, 5 September 2022

2022-09-05T10:06:54Z

IDT-1 at 12:32, 17 May 2022

2022-05-17T12:32:18Z

IDT-1 at 12:25, 17 May 2022

2022-05-17T12:25:35Z

IDT-1 at 12:17, 17 May 2022

2022-05-17T12:17:47Z

IDT-1 at 12:15, 17 May 2022

2022-05-17T12:15:58Z

IDT-1 at 12:03, 17 May 2022

2022-05-17T12:03:29Z

@@ Line 1,030: / Line 1,030: @@
 *''Close'': '''Click '''to go to the Edit Clause page.
 <div class="note-box">'''Note''': You can discard all the changes you have made by clicking the''Cancel ''button. The ''Create Clause'' page opens.</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">
 == Managing&nbsp;Rules ==
@@ Line 1,077: / Line 1,078: @@
 . Click “View Existing Clauses”, the list of all the clauses is displayed.
-<div class="image-green-border">[[File:8.2 Rules 10.png|270px]]</div>
+<div class="image-green-border">[[File:8.2 Rules 10.png|270px|8.2 Rules 10.png]]</div>
 . Click three dots next to the clause name under which you want to create a clause assembly rule and click on “Edit”. The “Edit Clause” page opens.
-<div class="image-green-border">[[File:8.2 Rules 11.png|270px]]</div>
+<div class="image-green-border">[[File:8.2 Rules 11.png|270px|8.2 Rules 11.png]]</div>
 . In the “Edit Clause” page, scroll down to the “Clause Assembly Rules” section.
 <div class="note-box">'''Note: '''The “Clause Assembly Rule” section displays only 3 rules by default, to view all the rules under the type of template section. Click three dots next to “Clause Assembly Rules” and click “View More”, list of all the rules is displayed.</div>
 .&nbsp;&nbsp;&nbsp; Click “Create Rule”.
-<div class="image-green-border">[[File:8.2 Rules 12.png|270px]]</div>
+<div class="image-green-border">[[File:8.2 Rules 12.png|270px|8.2 Rules 12.png]]</div>
 . Choose one contract type for which you are creating the rule as a clause can be associated with one or more contract types, click “Create Rule”. the create rule tab will open.
-<div class="image-green-border">[[File:8.2 Rules 13.png|270px]]</div>
+<div class="image-green-border">[[File:8.2 Rules 13.png|270px|8.2 Rules 13.png]]</div>
 . Enter the “Rule Name”, add the required number of “Conditions” and “Actions”. You can also add more rules and conditions if required.
@@ Line 1,091: / Line 1,092: @@
 *Conditions: Refers to the condition in which the template or clause will be selected
 *Action: Defines the action to executed if the rule is fulfilled.
-<div class="image-green-border">[[File:8.2 Rules 9.png|720px]]</div>
+<div class="image-green-border">[[File:8.2 Rules 9.png|720px|8.2 Rules 9.png]]</div>
 •&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; You can also access the “Create Rule” option via the Clause Assembly Rule List page.
 . On filling up all the fields, click “Save”, close the create rule tab. The rule will be added and visible in the “Clause Assembly Rule” list.
 == Ability to create and edit associated documents in Icertis Experience for Word ==

@@ Line 1,030: / Line 1,030: @@
 *''Close'': '''Click '''to go to the Edit Clause page.
 <div class="note-box">'''Note''': You can discard all the changes you have made by clicking the''Cancel ''button. The ''Create Clause'' page opens.</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">
 == Managing&nbsp;Rules ==
@@ Line 1,071: / Line 1,072: @@
 .&nbsp;&nbsp;&nbsp; The create rule page will open. Enter the “Rule Name”, add the required number of “Conditions” and “Actions”. You can also add more rules and conditions if required.
 <div class="image-green-border">[[File:8.2 Rules 9.png|720px|8.2 Rules 9.png]]</div>
-On filling up all the fields, click “Save” and close the create rule tab. The rule will be added to “Clause Assembly Rule” List.
+On filling up all the fields, click “Save” and close the create rule tab. The rule will be added to “Clause Assembly Rule” List.&nbsp;
 </div>
 == Ability to create and edit associated documents in Icertis Experience for Word ==

@@ Line 199: / Line 199: @@
 *Clause with only comments will not be reassembled after approved state unless the agreement is edited. This is handled through a technical configuration.
 <div class="image-green-border">[[File:7.16-Icertis Word-Document Usability 3.png|720px|7.16-Icertis Word-Document Usability 3.png]]</div>
-== &nbsp; ==
 === Finding Similar Clauses ===

@@ Line 199: / Line 199: @@
 *Clause with only comments will not be reassembled after approved state unless the agreement is edited. This is handled through a technical configuration.
 <div class="image-green-border">[[File:7.16-Icertis Word-Document Usability 3.png|720px|7.16-Icertis Word-Document Usability 3.png]]</div>
-To create a Rule and build your own repository of ICI contracts within which similar Clauses (or Agreements) can be extracted:
+== Managing&nbsp;Rules ==
-.&nbsp;'''Click'''&nbsp;"Configuration" > "Rules" on the ICI Home page. The Rules''page opens.
+Icertis experience for Word give users capability to create and edit template selection and clause assembly rules with the ICI word application.
-<div class="image-green-border">[[File:Configure Rules.png|720px]]</div>
-.&nbsp;'''Click '''Select Contract Type.
-.&nbsp;'''Click '''the edit icon for the rule that you want to edit. The "Edit Rule" wizard opens.
+*Template Selection rule: User can select Templates to use them in the agreement creation process. Using Template Selection Rules, you can specify which Templates should appear under specific conditions.
-<div class="image-green-border">[[File:Select Contract Type2.png|720px]]</div>
+*Clause Assembly rule: The Agreement Templates use&nbsp;Clauses. Clauses can be manually added to the Agreement Template or a Clause Assembly Rule can be created to add all the relevant clauses to the Templates.
-.&nbsp;'''Enter '''the ''"''Rule Name''"''.
-<div class="image-green-border">[[File:Edit Rules Fields.png|500px]]</div>
-.&nbsp;'''Enter '''the "Rule Description". The "Rule Type" and other relevant fields&nbsp;are auto populated.
-.&nbsp;'''Click "'''Next"''and complete the "Edit Rule" wizard.
+=== Creating Template Selection Rule ===
-.&nbsp;'''Click "'''Update".
+. Click “View Existing Template”, select the “Contract Type” the list of all the templates under the contract type is displayed.
-. The Rule updated successfully message is displayed. '''Click '''"OK".
+.&nbsp;Enter the “Rule Name”, add the required number of “Conditions” and “Actions”. You can also add more rules and conditions if required.
 === Finding Similar Clauses ===

@@ Line 277: / Line 277: @@
 You can also search for an agreement by entering a search criteria in the ''Search agreement'' field.
@@ Line 295: / Line 296: @@
 &nbsp;
-If Word Add-In is Configurated to hide the Confirmation message pop-up,&nbsp; no Confirmation Pop-up message asking “Continue” or “Cancel” is displayed, directly “Edit Agreement” page is displayed along with Agreement to be edited.
+If&nbsp; Icertis Experience for Word is Configurated to hide the Confirmation message pop-up,&nbsp; no Confirmation Pop-up message asking “Continue” or “Cancel” is displayed, directly “Edit Agreement” page is displayed along with Agreement to be edited.
+<div class="image-green-border">[[File:8.1 Edit Agreement Without Confirmation message.PNG|320px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">If&nbsp; Icertis Experience for Word is Configurated to show the Confirmation message pop-up,&nbsp;Confirmation Pop-up message asking “Continue” or “Cancel” is displayed.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1 Edit Agreement With Confirmation message.PNG|320px]]</div>
 &nbsp;

@@ Line 633: / Line 633: @@
 The Primary Owner can make changes and resend the agreement for approval.
@@ Line 644: / Line 645: @@
 #Log in with Admin role.&nbsp;
 #Following page with “Create Template” and “Create Clause” will appear.&nbsp;&nbsp;
-<div class="image-green-border">[[File:8.1 Add In 1.PNG|320px]]</div> <ol start="4">
+<div class="image-green-border">[[File:8.1 Add In 1.PNG|320px|8.1 Add In 1.PNG]]</div> <ol start="4">
 <li>Click on “Create Template”. Admin User can create template from this screen.&nbsp;</li>
 </ol>
-<div class="image-green-border">[[File:8.1 Add In 2.PNG|320px]]</div>
+<div class="image-green-border">[[File:8.1 Add In 2.PNG|320px|8.1 Add In 2.PNG]]</div>
 For other than Admin User:&nbsp;
 #User with View Only Access for “Agreements”&nbsp;&nbsp;
-User with View Only Access for “Agreements”&nbsp;&nbsp;
+<div class="image-green-border">[[File:8.1 Add In 3.PNG|320px|8.1 Add In 3.PNG]]</div>
-−
-<div class="image-green-border" paraeid="{e120fafe-661e-426c-a3a4-3b0e2e099c98}{222}" paraid="1540794842">[[File:8.1 Add In 3.PNG|320px]]</div>
 User with &nbsp;
 #View Only access right for “Agreements” and “Templates”&nbsp;
 #Create right for “Clauses”&nbsp;
-<div class="image-green-border">[[File:8.1 Add In 4.PNG|320px]]</div>
+<div class="image-green-border">[[File:8.1 Add In 4.PNG|320px|8.1 Add In 4.PNG]]</div>
 User with&nbsp;&nbsp;
 #View Only access right for “Agreements”&nbsp;
 #Create right for “Clauses” and “Templates”
-<div class="image-green-border">[[File:8.1 Add In 5.PNG|320px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.1 Add In 5.PNG|320px|8.1 Add In 5.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 User with&nbsp;&nbsp;
 #View Only access right for “Agreements”, “Templates”&nbsp;&nbsp;
 #Create right for “Clauses”&nbsp;
-<div class="image-green-border">[[File:8.1 Add In 6.PNG|320px]]</div>
+<div class="image-green-border">[[File:8.1 Add In 6.PNG|320px|8.1 Add In 6.PNG]]</div>
-[[File:8.1 Add in]]
+[[File:8.1 Add in|RTENOTITLE]]
 == Working with Templates ==