Integrations - Revision history

WikiSysop at 13:34, 21 December 2021

2021-12-21T13:34:25Z

IDT-1 at 03:17, 21 December 2021

2021-12-21T03:17:02Z

IDT-1 at 13:28, 19 December 2021

2021-12-19T13:28:51Z

IDT-1 at 03:58, 14 December 2021

2021-12-14T03:58:56Z

IDT-1 at 04:53, 2 February 2021

2021-02-02T04:53:32Z

WikiSysop at 11:28, 16 September 2020

2020-09-16T11:28:27Z

IDT-1 at 08:38, 11 September 2020

2020-09-11T08:38:14Z

IDT-1 at 11:03, 27 July 2020

2020-07-27T11:03:20Z

IDT-4 at 16:13, 9 June 2020

2020-06-09T16:13:11Z

WikiSysop at 12:20, 25 February 2020

2020-02-25T12:20:06Z

← Older revision		Revision as of 13:34, 21 December 2021
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−	'''Related Topics:'''  [[Salesforce\|Salesforce]] \| ~~[[Using_Adobe_Sign\|Using Adobe Sign]] \|~~ [[Using_DocuSign\|Using DocuSign]] \| [[Using_Namirial_eSignAnywhere\|Using Namirial eSignAnyWhere]] \| [[Release_Notes\|Release_Notes]] \|	+	'''Related Topics:'''  [[Salesforce\|Salesforce]] \|  [[Using_DocuSign\|Using DocuSign]] \| [[Using_Namirial_eSignAnywhere\|Using Namirial eSignAnyWhere]] \| [[Release_Notes\|Release_Notes]] \|

@@ Line 31: / Line 31: @@
 To configure support for multiple vendors for electronic signature:
-. '''Go '''to the agreement contract type, for example, ''Automation Basic Agreement''.
+. '''Go '''to the agreement contract type, for example, Automation Basic Agreement.
-<div class="image-green-border">2. '''Go '''to the ''Attributes ''tab. The seeded attribute ''ESignatureProvider ''must be added to the agreement contract type.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Inte8.PNG|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">2. '''Go '''to the Attributes tab. The seeded attribute ESignatureProvider must be added to the agreement contract type.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Inte8.PNG|600px|Inte8.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 ''ESignatureProvider ''is a choice type attribute which has DocuSign, EchoSign, Namirial and so on as the choice values. Two accounts of the same provider are also supported and can be indicated as DocuSign1, DocuSign2 and so on, based on the technical configuration.
 <div class="note-box">'''Note''': The Core.Esign.MultiEsignProvidersConfiguration tenant configuration key must be enabled for this functionality.</div>
 To create an agreement which supports multiple vendors for e-signatures:
-. '''Go '''to ''Home > Agreement Management > Create Agreement''. The Create Agreement page opens.
+. '''Go '''to Home > Agreement&nbsp; > Create.&nbsp;&nbsp;The Create Agreement page opens.
 . In the Contract Type Name field, '''select '''the configured contract type. (In this example Automation Basic Agreement.)
-. '''Click '''''Next''. The Attributes page opens.&nbsp;
+. '''Click '''Next. The Attributes page opens.&nbsp;
 . '''Enter '''details such as Name, Internal Signatory, External Signatory, and so on.
-. '''Select '''''Signature Type'' as ''Electronic Signature''.
+. '''Select '''Signature Type as Electronic Signature.
-<div class="image-green-border">6. '''Select '''''ESignatureProvider'', for example DocuSign1. Multiple providers will be listed for regions, departments, depending on the configuration shown earlier. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Inte 9.PNG|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The provider can be selected manually or can be set via backend task or by creating an event rule.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Based on selection, the respective account will be used for electronic signatures.&nbsp;</div>
+<div class="image-green-border">6. '''Select '''ESignatureProvider, for example DocuSign1. Multiple providers will be listed for regions, departments, depending on the configuration shown earlier. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Inte 9.PNG|600px|Inte 9.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="note-box">'''Note''': The provider can be selected manually or can be set via backend task or by creating an event rule.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Based on selection, the respective account will be used for electronic signatures.&nbsp;</div>
 &nbsp;

@@ Line 32: / Line 32: @@
 . '''Go '''to the agreement contract type, for example, ''Automation Basic Agreement''.
-<div class="image-green-border">2. '''Go '''to the ''Attributes ''tab. The seeded attribute ''ESignatureProvider ''must be added to the agreement contract type.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Int12.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">2. '''Go '''to the ''Attributes ''tab. The seeded attribute ''ESignatureProvider ''must be added to the agreement contract type.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Inte8.PNG|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 ''ESignatureProvider ''is a choice type attribute which has DocuSign, EchoSign, Namirial and so on as the choice values. Two accounts of the same provider are also supported and can be indicated as DocuSign1, DocuSign2 and so on, based on the technical configuration.
 <div class="note-box">'''Note''': The Core.Esign.MultiEsignProvidersConfiguration tenant configuration key must be enabled for this functionality.</div>
@@ Line 46: / Line 46: @@
 . '''Select '''''Signature Type'' as ''Electronic Signature''.
-<div class="image-green-border">6. '''Select '''''ESignatureProvider'', for example DocuSign1. Multiple providers will be listed for regions, departments, depending on the configuration shown earlier. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Int13.png|720px]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The provider can be selected manually or can be set via backend task or by creating an event rule.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Based on selection, the respective account will be used for electronic signatures.&nbsp;</div>
+<div class="image-green-border">6. '''Select '''''ESignatureProvider'', for example DocuSign1. Multiple providers will be listed for regions, departments, depending on the configuration shown earlier. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Inte 9.PNG|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The provider can be selected manually or can be set via backend task or by creating an event rule.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Based on selection, the respective account will be used for electronic signatures.&nbsp;</div>
 &nbsp;

@@ Line 32: / Line 32: @@
 . '''Go '''to the agreement contract type, for example, ''Automation Basic Agreement''.
-<div class="image-green-border">2. '''Go '''to the ''Attributes ''tab. The seeded attribute ''ESignatureProvider ''must be added to the agreement contract type.<br/> [[File:7.15 Multiple Vendor Support 01.png|720px]]&nbsp;</div>
+<div class="image-green-border">2. '''Go '''to the ''Attributes ''tab. The seeded attribute ''ESignatureProvider ''must be added to the agreement contract type.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Int12.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 ''ESignatureProvider ''is a choice type attribute which has DocuSign, EchoSign, Namirial and so on as the choice values. Two accounts of the same provider are also supported and can be indicated as DocuSign1, DocuSign2 and so on, based on the technical configuration.
 <div class="note-box">'''Note''': The Core.Esign.MultiEsignProvidersConfiguration tenant configuration key must be enabled for this functionality.</div>
@@ Line 46: / Line 46: @@
 . '''Select '''''Signature Type'' as ''Electronic Signature''.
-<div class="image-green-border">6. '''Select '''''ESignatureProvider'', for example DocuSign1. Multiple providers will be listed for regions, departments, depending on the configuration shown earlier. &nbsp;<br/> [[File:7.15 Multiple Vendor Support 02.png|720px]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The provider can be selected manually or can be set via backend task or by creating an event rule.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Based on selection, the respective account will be used for electronic signatures.&nbsp;</div>
+<div class="image-green-border">6. '''Select '''''ESignatureProvider'', for example DocuSign1. Multiple providers will be listed for regions, departments, depending on the configuration shown earlier. &nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Int13.png|720px]]&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The provider can be selected manually or can be set via backend task or by creating an event rule.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Based on selection, the respective account will be used for electronic signatures.&nbsp;</div>
 &nbsp;

@@ Line 15: / Line 15: @@
 Icertis&nbsp;partnering with DocuSign&nbsp;allows contract stakeholders to quickly generate and approve Agreements.
 &nbsp;
-<div class="note-box">'''Note: '''Just like ICI supports&nbsp;Namirial&nbsp;eSignAnyWhere, DocuSign and Adobe Sign for electronic signatures, it is also&nbsp;possible to implement and integrate any other electronic signature provider&nbsp;based on customer requirements.&nbsp;</div>
 &nbsp;
-'''Related Topics:'''&nbsp;&nbsp;[[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] | [[Using_DocuSign|Using DocuSign]] | [[Using_Namirial_eSignAnywhere|Using Namirial eSignAnyWhere]]&nbsp;|&nbsp;[[Release_Notes]]&nbsp;|
+'''Related Topics:'''&nbsp;&nbsp;[[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using Adobe Sign]] | [[Using_DocuSign|Using DocuSign]] | [[Using_Namirial_eSignAnywhere|Using Namirial eSignAnyWhere]]&nbsp;|&nbsp;[[Release_Notes|Release_Notes]]&nbsp;|

← Older revision		Revision as of 11:28, 16 September 2020
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−	'''Related Topics:'''  [[Salesforce\|Salesforce]] \| [[Using_Adobe_Sign\|~~Using_Adobe_Sign~~]] \| [[Using_DocuSign\|~~Using_DocuSign~~]] \| [[Using_Namirial_eSignAnywhere\|~~Using_Namirial_eSignAnyWhere~~]]	+	'''Related Topics:'''  [[Salesforce\|Salesforce]] \| [[Using_Adobe_Sign\|Using Adobe Sign]] \| [[Using_DocuSign\|Using DocuSign]] \| [[Using_Namirial_eSignAnywhere\|Using Namirial eSignAnyWhere]] \| [[Release_Notes]] \|

@@ Line 2: / Line 2: @@
 = Integrations =
-Icertis Contract Management (ICM) platform equips enterprises with the intelligence, speed & agility to manage complexities integrating with leading applications. Some of these include:
+Icertis Contract Intelligence (ICI) platform equips enterprises with the intelligence, speed & agility to manage complexities integrating with leading applications. Some of these include:
 == Salesforce ==
-The&nbsp;ICM-Salesforce Connector is a native Salesforce application that allows you to access the full suite of ICM functionality from Salesforce.
+The&nbsp;ICI-Salesforce Connector is a native Salesforce application that allows you to access the full suite of ICI functionality from Salesforce.
 == Adobe Sign ==
-Adobe Sign seamlessly integrates with the Icertis Contract Management (ICM) platform, enabling business users to quickly send and sign any contract electronically. It complies with the broadest range of legal requirement, the most demanding industry regulations, and the most stringent security standards around the world.
+Adobe Sign seamlessly integrates with the Icertis Contract Intelligence (ICI) platform, enabling business users to quickly send and sign any contract electronically. It complies with the broadest range of legal requirement, the most demanding industry regulations, and the most stringent security standards around the world.
 == DocuSign ==
@@ Line 17: / Line 17: @@
 &nbsp;
-<div class="note-box">'''Note: '''Just like ICM supports&nbsp;Namirial&nbsp;eSignAnyWhere, DocuSign and Adobe Sign for electronic signatures, it is also&nbsp;possible to implement and integrate any other electronic signature provider&nbsp;based on customer requirements.&nbsp;</div>
+<div class="note-box">'''Note: '''Just like ICI supports&nbsp;Namirial&nbsp;eSignAnyWhere, DocuSign and Adobe Sign for electronic signatures, it is also&nbsp;possible to implement and integrate any other electronic signature provider&nbsp;based on customer requirements.&nbsp;</div>
 &nbsp;
 '''Related Topics:'''&nbsp;&nbsp;[[Salesforce|Salesforce]] | [[Using_Adobe_Sign|Using_Adobe_Sign]] | [[Using_DocuSign|Using_DocuSign]] | [[Using_Namirial_eSignAnywhere|Using_Namirial_eSignAnyWhere]]

← Older revision		Revision as of 11:03, 27 July 2020
Line 20:		Line 20:


−	'''Related Topics:'''  [[Salesforce\|Salesforce]] \| [[Using_Adobe_Sign\|Using_Adobe_Sign]] \| [[Using_DocuSign\|Using_DocuSign]]	+	'''Related Topics:'''  [[Salesforce\|Salesforce]] \| [[Using_Adobe_Sign\|Using_Adobe_Sign]] \| [[Using_DocuSign\|Using_DocuSign]] \| [[Using_Namirial_eSignAnywhere\|Using_Namirial_eSignAnyWhere]]

← Older revision		Revision as of 12:20, 25 February 2020
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−	'''Related Topics:''' ~~[[Icertis_Adapter_for_Coupa_Integration\|Icertis_Adapter_for_Coupa_Integration]] \|~~ [[Salesforce\|Salesforce]] \| [[Using_Adobe_Sign\|Using_Adobe_Sign]] \| [[Using_DocuSign\|Using_DocuSign]]	+	'''Related Topics:'''  [[Salesforce\|Salesforce]] \| [[Using_Adobe_Sign\|Using_Adobe_Sign]] \| [[Using_DocuSign\|Using_DocuSign]]