Manual Signature - Revision history

AmolR at 06:14, 21 January 2022

2022-01-21T06:14:38Z

AmolR at 12:28, 20 January 2022

2022-01-20T12:28:34Z

WikiSysop at 17:01, 30 November 2021

2021-11-30T17:01:52Z

WikiSysop at 14:50, 30 November 2021

2021-11-30T14:50:42Z

IDT-1 at 07:59, 21 January 2021

2021-01-21T07:59:59Z

IDT-1 at 07:58, 21 January 2021

2021-01-21T07:58:20Z

WikiSysop at 12:03, 20 January 2021

2021-01-20T12:03:24Z

WikiSysop at 11:26, 20 January 2021

2021-01-20T11:26:48Z

WikiSysop at 10:45, 20 January 2021

2021-01-20T10:45:04Z

WikiSysop at 10:13, 18 November 2020

2020-11-18T10:13:18Z

@@ Line 27: / Line 27: @@
 .&nbsp;'''Click''' the "View Details" icon corresponding to the Agreement you want to open which is in the Waiting For External/Internal Signature from user state. For example, Basic Agreement. The Agreement Details page opens.
-<div class="image-green-border">3.&nbsp;'''Click''' Skip Upload And Execute. The confirmation message window opens.</div> <div class="image-green-border">[[File:SkipUploadExecute.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' Yes. The agreement will move to the Executed (Pending Signed Document) status.</div> <div class="image-green-border">[[File:SkipExecute-Confirmation.png|300px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:ExcutedPendingSignedDocument.png|720px]]</div>
+<div class="image-green-border">3.&nbsp;'''Click''' Skip Upload And Execute. The confirmation message window opens.</div> <div class="image-green-border">[[File:SkipExecute-Confirmation - Copy.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' Yes. The agreement will move to the Executed (Pending Signed Document) status.</div> <div class="image-green-border">[[File:SkipExecute-Confirmation.png|300px|SkipExecute-Confirmation.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:ExcutedPendingSignedDocument.png|720px]]</div>
 The Upload Fully Signed Copy action button becomes available. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.&nbsp;All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.
-Users can search the agreements that are executed without uploading the signed document later, from the Categories facet search using the seeded attribute Is Executed Without Signed Copy as true.
+Users can search the agreements that are executed without uploading the signed document later, from the Categories facet search using the seeded attribute "Is Executed Without Signed Copy" as "True".&nbsp;All available agreements in Executed (Pending Signed Document) will be filtered and displayed in grid.
-<div class="image-green-border">[[File:8.0-ManualSignature1.PNG|720px|8.0-ManualSignature1.PNG]]</div>
+<div class="image-green-border">[[File:IsExecuted Filter-True.png|720px]]</div>
-All available agreements in Executed (Pending Signed Document) will be filtered and displayed in grid.
+. '''Click'''&nbsp;"View Details" of the desired agreement.&nbsp;'''Click''' Upload Fully Signed Copy. The Upload Document window opens.
+<div class="image-green-border">[[File:UploadFullySignedCopy1.png|720px|8.0-ManualSignature2.PNG]]</div>
 .&nbsp;'''Click''' Upload Fully Signed Copy. The Upload Document window opens.
-<div class="image-green-border">[[File:8.0-ManualSignature2.PNG|720px|8.0-ManualSignature2.PNG]]</div>
 .&nbsp;'''Click''' Select File. The window to browse and select the file opens.
+<div class="image-green-border">[[File:ManualSignature UploadFile.png|720px]]</div>
 .&nbsp;'''Select''' a file and '''click''' Open. For example, ICI Basic Agreement. The file is selected for upload.
-<div class="image-green-border">[[File:7.15 604775 7.png|720px|7.15 604775 7.png]]</div>
+<div class="image-green-border">[[File:FileSelect.png|300px]]</div> <div class="note-box">Note: Only PDF files can be uploaded.</div>
 .&nbsp;'''Click '''"Upload File".
-<div class="image-green-border">The agreement status changes to Executed and a new version of the agreement is created with the uploaded file.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-ManualSignature3.PNG|720px|8.0-ManualSignature3.PNG]]</div>
+<div class="image-green-border">The agreement status changes to Executed and a new version of the agreement is created with the uploaded file.</div>
 All actions applicable to the executed state, such as Add Amendment, Initiate Termination, and so on, will become available and the Upload Fully Signed Copy action button is not displayed anymore.

@@ Line 11: / Line 11: @@
 . '''Click'''&nbsp;"Upload Signed Copy"''&nbsp;''on the Agreement Details Page. This opens the "Upload Document" window.
-<div class="image-green-border">4. '''Click'''&nbsp;"Select File"''&nbsp;''and '''upload''' the signed copy of the agreement. The status of the agreement changes to "Waiting For Internal Signature".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Internal signmail.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The internal signatory can follow&nbsp;steps 1 to 4 for manual signature.</div>
+<div class="image-green-border">4. '''Click'''&nbsp;"Select File"''&nbsp;''and '''upload''' the signed copy of the agreement. The status of the agreement changes to "Waiting For Internal Signature".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Internal signmail.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The internal signatory can follow&nbsp;steps 1 to 4 for manual signature.</div>
 While creating Contract Type if Internal Signatory date and External Signatory date attributes were selected, then any signatory either the External or the Internal, will also get Select Datefield to select the correct signing date, while uploading the document. Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''Executed.''<br/> A notification e-mail is sent to the primary owner, internal signatory, and external signatory.
@@ Line 27: / Line 27: @@
 .&nbsp;'''Click''' the "View Details" icon corresponding to the Agreement you want to open which is in the Waiting For External/Internal Signature from user state. For example, Basic Agreement. The Agreement Details page opens.
-<div class="image-green-border">3.&nbsp;'''Click''' Skip Upload And Execute. The confirmation message window opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' Yes. The agreement will move to the Executed (Pending Signed Document) status.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-ManualSignature.PNG|720px|8.0-ManualSignature.PNG]]</div>
+<div class="image-green-border">3.&nbsp;'''Click''' Skip Upload And Execute. The confirmation message window opens.</div> <div class="image-green-border">[[File:SkipUploadExecute.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' Yes. The agreement will move to the Executed (Pending Signed Document) status.</div> <div class="image-green-border">[[File:SkipExecute-Confirmation.png|300px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:ExcutedPendingSignedDocument.png|720px]]</div>
 The Upload Fully Signed Copy action button becomes available. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.&nbsp;All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.
 Users can search the agreements that are executed without uploading the signed document later, from the Categories facet search using the seeded attribute Is Executed Without Signed Copy as true.
-<div class="image-green-border">[[File:8.0-ManualSignature1.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-ManualSignature1.PNG|720px|8.0-ManualSignature1.PNG]]</div>
 All available agreements in Executed (Pending Signed Document) will be filtered and displayed in grid.
 .&nbsp;'''Click''' Upload Fully Signed Copy. The Upload Document window opens.
-<div class="image-green-border">[[File:8.0-ManualSignature2.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-ManualSignature2.PNG|720px|8.0-ManualSignature2.PNG]]</div>
 .&nbsp;'''Click''' Select File. The window to browse and select the file opens.
-<div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Select''' a file and '''click''' Open. For example, ICI Basic Agreement. The file is selected for upload.
 <div class="image-green-border">[[File:7.15 604775 7.png|720px|7.15 604775 7.png]]</div>
 .&nbsp;'''Click '''"Upload File".
-<div class="image-green-border">The agreement status changes to Executed and a new version of the agreement is created with the uploaded file.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-ManualSignature3.PNG|720px]]</div>
+<div class="image-green-border">The agreement status changes to Executed and a new version of the agreement is created with the uploaded file.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-ManualSignature3.PNG|720px|8.0-ManualSignature3.PNG]]</div>
 All actions applicable to the executed state, such as Add Amendment, Initiate Termination, and so on, will become available and the Upload Fully Signed Copy action button is not displayed anymore.
@@ Line 48: / Line 48: @@
 *The Skip Upload And Execute and Upload Fully Signed Copy actions are available for Primary Owner, Secondary Owner, Contract Admin and Business Owner. The access can be controlled through role-action mapping.
 *In case of Hybrid signature process, the Skip Upload And Execute&nbsp;button will be available only for the last signatories with manual signature.
 '''Related Topics:'''&nbsp;[[Electronic_Signature_for_Own_Paper|Electronic_Signature_for_Own_Paper]] |&nbsp;[[Sending_an_Agreement_for_Third_Party_Signature|Sending an Agreement for Third Party Signature]] | [[Sending_an_Agreement_for_Parallel_Signature|Sending an Agreement for Parallel Signature]]

@@ Line 27: / Line 27: @@
 .&nbsp;'''Click''' the "View Details" icon corresponding to the Agreement you want to open which is in the Waiting For External/Internal Signature from user state. For example, Basic Agreement. The Agreement Details page opens.
-<div class="image-green-border">3.&nbsp;'''Click''' Skip Upload And Execute. The confirmation message window opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' Yes. The agreement will move to the Executed (Pending Signed Document) status.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-ManualSignature.PNG|720px]]</div>
+<div class="image-green-border">3.&nbsp;'''Click''' Skip Upload And Execute. The confirmation message window opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' Yes. The agreement will move to the Executed (Pending Signed Document) status.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-ManualSignature.PNG|720px|8.0-ManualSignature.PNG]]</div>
 The Upload Fully Signed Copy action button becomes available. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.&nbsp;All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.
 Users can search the agreements that are executed without uploading the signed document later, from the Categories facet search using the seeded attribute Is Executed Without Signed Copy as true.
-<div class="image-green-border">[[File:7.15 604775 4.png|720px|7.15 604775 4.png]]</div>
+<div class="image-green-border">[[File:8.0-ManualSignature1.PNG|720px]]</div>
 All available agreements in Executed (Pending Signed Document) will be filtered and displayed in grid.
 .&nbsp;'''Click''' Upload Fully Signed Copy. The Upload Document window opens.
-<div class="image-green-border">[[File:7.15 604775 5.png|720px|7.15 604775 5.png]]</div>
+<div class="image-green-border">[[File:8.0-ManualSignature2.PNG|720px]]</div>
 .&nbsp;'''Click''' Select File. The window to browse and select the file opens.
-<div class="image-green-border">[[File:7.15 604775 6.png|720px|7.15 604775 6.png]]</div>
+<div class="image-green-border">&nbsp;</div>
 .&nbsp;'''Select''' a file and '''click''' Open. For example, ICI Basic Agreement. The file is selected for upload.
 <div class="image-green-border">[[File:7.15 604775 7.png|720px|7.15 604775 7.png]]</div>
-.&nbsp;'''Click&nbsp;'''Upload File.
+.&nbsp;'''Click '''"Upload File".
-<div class="image-green-border">[[File:7.15 604775 8.png|720px|7.15 604775 8.png]]</div>
+<div class="image-green-border">The agreement status changes to Executed and a new version of the agreement is created with the uploaded file.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-ManualSignature3.PNG|720px]]</div>
 The agreement status changes to Executed and a new version of the agreement is created with the uploaded file.&nbsp;
-<div class="image-green-border">[[File:7.15 604775 9.png|720px|7.15 604775 9.png]]</div>
 All actions applicable to the executed state, such as Add Amendment, Initiate Termination, and so on, will become available and the Upload Fully Signed Copy action button is not displayed anymore.

@@ Line 2: / Line 2: @@
 = Manual Signature =
-An external signatory can download&nbsp;the attachment received by email, review it and sign it manually&nbsp;. You may want to read [[Sending_an_Agreement_for_Third_Party_Signature|Sending an Agreement&nbsp;for Third Party Signature]] before you begin the following task.
+An external signatory can download&nbsp;the attachment received by email, review it and sign it manually&nbsp;. You may want to read Sending an Agreement&nbsp;for Third Party Signature before you begin the following task.
 To manually sign an agreement:
-. '''Open '''the email received from ICI&nbsp;and '''click''' ''Download ''to download the attachment.
+. '''Open '''the email received from ICI&nbsp;and '''click'''&nbsp;"Download" to download the attachment.
 <div class="image-green-border">[[File:Manual signmail.png|RTENOTITLE]]</div>
 . '''Sign''' the hard copy of the agreement&nbsp;and then scan the copy.
-. '''Click''' ''Upload Signed Copy&nbsp;''on the [[Agreement_Details_Page|Agreement Details Page]]. This opens the ''Upload Document'' window.
+. '''Click'''&nbsp;"Upload Signed Copy"''&nbsp;''on the Agreement Details Page. This opens the "Upload Document" window.
-<div class="image-green-border"><[[File:Upload copy1.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">4. '''Click'''&nbsp;"Select File"''&nbsp;''and '''upload''' the signed copy of the agreement. The status of the agreement changes to "Waiting For Internal Signature".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Internal signmail.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The internal signatory can follow&nbsp;steps 1 to 4 for manual signature.</div>
-. '''Click''' ''Select File&nbsp;''and '''upload''' the signed copy of the agreement. The status of the agreement changes to ''Waiting For Internal Signature''.
+While creating Contract Type if Internal Signatory date and External Signatory date attributes were selected, then any signatory either the External or the Internal, will also get Select Datefield to select the correct signing date, while uploading the document. Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''Executed.''<br/> A notification e-mail is sent to the primary owner, internal signatory, and external signatory.
-<div class="image-green-border">[[File:Upload window.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Internal signmail.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The internal signatory can follow&nbsp;steps 1 to 4 for manual signature.</div>
-While creating Contract Type if''''''''<i>Internal Signatory date </i>and ''External Signatory date''attributes were selected, then any signatory either the External or the Internal, will also get ''Select Date''field to select the correct signing date, while uploading the document.''''' Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''Executed.''<br/> A notification e-mail is sent to the primary owner, internal signatory, and external signatory.
 == Execute an agreement without uploading signed document&nbsp; ==
-Previously in ICI, users could not move agreements and amendments from ''Waiting For Signature''&nbsp;to ''Executed''&nbsp;state, without uploading the supporting document, in case of manually signed agreements. Users can now skip uploading the document, to move agreements from ''Waiting For External Signature''&nbsp;or ''Waiting For Internal Signature''&nbsp;to the ''Executed - (Pending Signed Document)''&nbsp;state.
+Previously in ICI, users could not move agreements and amendments from Waiting For Signature&nbsp;to Executed&nbsp;state, without uploading the supporting document, in case of manually signed agreements. Users can now skip uploading the document, to move agreements from Waiting For External Signature&nbsp;or Waiting For Internal Signature&nbsp;to the Executed - (Pending Signed Document)&nbsp;state.
-Users can then search or create a saved search for such agreements and upload the required documents later using the ''Upload Fully Signed Copy''&nbsp;action.
+Users can then search or create a saved search for such agreements and upload the required documents later using the Upload Fully Signed Copy&nbsp;action.
 Notifications can be configured to inform users about skipped document uploads, so that users can cover for delays occurring due to the scan and upload process, while executing a large volume of documents.&nbsp;<br/> This functionality is available for agreements, amendments and orphan amendments.
@@ Line 26: / Line 24: @@
 To skip uploading a signed document:&nbsp;
-.&nbsp;'''Click''' ''Agreement Management'' > ''Agreements'' on the ''Home'' page. The Agreement Index page opens.
+.&nbsp;'''Click'''&nbsp;"Agreements"&nbsp;on the "Home" page. The Agreement Index page opens.
-.&nbsp;'''Click''' the ''View Record'' icon corresponding to the Agreement you want to open which is in the ''Waiting For External/Internal Signature'' from user state. For example, Basic Agreement. The Agreement ''Details'' page opens.
+.&nbsp;'''Click''' the "View Details" icon corresponding to the Agreement you want to open which is in the Waiting For External/Internal Signature from user state. For example, Basic Agreement. The Agreement Details page opens.
-<div class="image-green-border">[[File:7.15 604775 1.png|720px|7.15 604775 1.png]]</div>
+<div class="image-green-border">3.&nbsp;'''Click''' Skip Upload And Execute. The confirmation message window opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click''' Yes. The agreement will move to the Executed (Pending Signed Document) status.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-ManualSignature.PNG|720px]]</div>
-.&nbsp;'''Click''' ''Skip Upload And Execute''. The confirmation message window opens.
+The Upload Fully Signed Copy action button becomes available. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.&nbsp;All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.
-<div class="image-green-border">[[File:7.15 604775 2.png|720px|7.15 604775 2.png]]</div>
-.&nbsp;'''Click''' ''Yes''. The agreement will move to the ''Executed (Pending Signed Document)'' status.
-<div class="image-green-border">[[File:7.15 604775 3.png|720px|7.15 604775 3.png]]</div>
-The ''Upload Fully Signed Copy'' action button becomes available. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.&nbsp;All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.
-Users can search the agreements that are executed without uploading the signed document later, from the Categories facet search using the seeded attribute ''Is Executed Without Signed Copy'' as ''true''.
+Users can search the agreements that are executed without uploading the signed document later, from the Categories facet search using the seeded attribute Is Executed Without Signed Copy as true.
 <div class="image-green-border">[[File:7.15 604775 4.png|720px|7.15 604775 4.png]]</div>
 All available agreements in Executed (Pending Signed Document) will be filtered and displayed in grid.
-.&nbsp;'''Click''' ''Upload Fully Signed Copy''. The ''Upload Document'' window opens.
+.&nbsp;'''Click''' Upload Fully Signed Copy. The Upload Document window opens.
 <div class="image-green-border">[[File:7.15 604775 5.png|720px|7.15 604775 5.png]]</div>
-.&nbsp;'''Click''' ''Select File''. The window to browse and select the file opens.
+.&nbsp;'''Click''' Select File. The window to browse and select the file opens.
 <div class="image-green-border">[[File:7.15 604775 6.png|720px|7.15 604775 6.png]]</div>
-.&nbsp;'''Select''' a file and '''click''' ''Open''. For example, ICI Basic Agreement. The file is selected for upload.
+.&nbsp;'''Select''' a file and '''click''' Open. For example, ICI Basic Agreement. The file is selected for upload.
 <div class="image-green-border">[[File:7.15 604775 7.png|720px|7.15 604775 7.png]]</div>
-.&nbsp;'''Click&nbsp;'''''Upload File.''
+.&nbsp;'''Click&nbsp;'''Upload File.
-<div class="image-green-border">''[[File:7.15 604775 8.png|720px|7.15 604775 8.png]]''</div>
+<div class="image-green-border">[[File:7.15 604775 8.png|720px|7.15 604775 8.png]]</div>
-The agreement status changes to ''Executed'' and a new version of the agreement is created with the uploaded file.&nbsp;
+The agreement status changes to Executed and a new version of the agreement is created with the uploaded file.&nbsp;
 <div class="image-green-border">[[File:7.15 604775 9.png|720px|7.15 604775 9.png]]</div>
-All actions applicable to the executed state, such as ''Add Amendment'', ''Initiate Termination'', and so on, will become available and the ''Upload Fully Signed Copy'' action button is not displayed anymore.
+All actions applicable to the executed state, such as Add Amendment, Initiate Termination, and so on, will become available and the Upload Fully Signed Copy action button is not displayed anymore.
 '''Notes''':&nbsp;
-*The ''Skip Upload And Execute'' and ''Upload Fully Signed Copy'' actions are available for Primary Owner, Secondary Owner, Contract Admin and Business Owner. The access can be controlled through role-action mapping.
+*The Skip Upload And Execute and Upload Fully Signed Copy actions are available for Primary Owner, Secondary Owner, Contract Admin and Business Owner. The access can be controlled through role-action mapping.
-*In case of Hybrid signature process, the ''Skip Upload And Execute''&nbsp;button will be available only for the last signatories with manual signature.
+*In case of Hybrid signature process, the Skip Upload And Execute&nbsp;button will be available only for the last signatories with manual signature.
 &nbsp;

@@ Line 11: / Line 11: @@
 . '''Click''' ''Upload Signed Copy&nbsp;''on the [[Agreement_Details_Page|Agreement Details Page]]. This opens the ''Upload Document'' window.
-<div class="image-green-border"><[[File:Upload copy1.png|RTENOTITLE]]</div>
+<div class="image-green-border"><[[File:Upload copy1.png|720px|RTENOTITLE]]</div>
 . '''Click''' ''Select File&nbsp;''and '''upload''' the signed copy of the agreement. The status of the agreement changes to ''Waiting For Internal Signature''.
-<div class="image-green-border">[[File:Upload window.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Internal signmail.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The internal signatory can follow&nbsp;steps 1 to 4 for manual signature.</div>
+<div class="image-green-border">[[File:Upload window.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Internal signmail.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The internal signatory can follow&nbsp;steps 1 to 4 for manual signature.</div>
 While creating Contract Type if''''''''<i>Internal Signatory date </i>and ''External Signatory date''attributes were selected, then any signatory either the External or the Internal, will also get ''Select Date''field to select the correct signing date, while uploading the document.''''' Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''Executed.''<br/> A notification e-mail is sent to the primary owner, internal signatory, and external signatory.
@@ Line 29: / Line 29: @@
 .&nbsp;'''Click''' the ''View Record'' icon corresponding to the Agreement you want to open which is in the ''Waiting For External/Internal Signature'' from user state. For example, Basic Agreement. The Agreement ''Details'' page opens.
-<div class="image-green-border">[[File:7.15 604775 1.png|720px]]</div>
+<div class="image-green-border">[[File:7.15 604775 1.png|720px|7.15 604775 1.png]]</div>
 .&nbsp;'''Click''' ''Skip Upload And Execute''. The confirmation message window opens.
-<div class="image-green-border">[[File:7.15 604775 2.png|720px]]</div>
+<div class="image-green-border">[[File:7.15 604775 2.png|720px|7.15 604775 2.png]]</div>
 .&nbsp;'''Click''' ''Yes''. The agreement will move to the ''Executed (Pending Signed Document)'' status.
-<div class="image-green-border">[[File:7.15 604775 3.png|720px]]</div>
+<div class="image-green-border">[[File:7.15 604775 3.png|720px|7.15 604775 3.png]]</div>
 The ''Upload Fully Signed Copy'' action button becomes available. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.&nbsp;All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.
 Users can search the agreements that are executed without uploading the signed document later, from the Categories facet search using the seeded attribute ''Is Executed Without Signed Copy'' as ''true''.
-<div class="image-green-border">[[File:7.15 604775 4.png|720px]]</div>
+<div class="image-green-border">[[File:7.15 604775 4.png|720px|7.15 604775 4.png]]</div>
 All available agreements in Executed (Pending Signed Document) will be filtered and displayed in grid.
 .&nbsp;'''Click''' ''Upload Fully Signed Copy''. The ''Upload Document'' window opens.
-<div class="image-green-border">[[File:7.15 604775 5.png|720px]]</div>
+<div class="image-green-border">[[File:7.15 604775 5.png|720px|7.15 604775 5.png]]</div>
 .&nbsp;'''Click''' ''Select File''. The window to browse and select the file opens.
-<div class="image-green-border">[[File:7.15 604775 6.png|720px]]</div>
+<div class="image-green-border">[[File:7.15 604775 6.png|720px|7.15 604775 6.png]]</div>
 .&nbsp;'''Select''' a file and '''click''' ''Open''. For example, ICI Basic Agreement. The file is selected for upload.
-<div class="image-green-border">[[File:7.15 604775 7.png|720px]]</div>
+<div class="image-green-border">[[File:7.15 604775 7.png|720px|7.15 604775 7.png]]</div>
 .&nbsp;'''Click&nbsp;'''''Upload File.''
-<div class="image-green-border">''[[File:7.15 604775 8.png|720px]]''</div>
+<div class="image-green-border">''[[File:7.15 604775 8.png|720px|7.15 604775 8.png]]''</div>
 The agreement status changes to ''Executed'' and a new version of the agreement is created with the uploaded file.&nbsp;
-<div class="image-green-border">[[File:7.15 604775 9.png|720px]]</div>
+<div class="image-green-border">[[File:7.15 604775 9.png|720px|7.15 604775 9.png]]</div>
 All actions applicable to the executed state, such as ''Add Amendment'', ''Initiate Termination'', and so on, will become available and the ''Upload Fully Signed Copy'' action button is not displayed anymore.

← Older revision		Revision as of 12:03, 20 January 2021
Line 19:		Line 19:

	Previously in ICI, users could not move agreements and amendments from ''Waiting For Signature'' to ''Executed'' state, without uploading the supporting document, in case of manually signed agreements. Users can now skip uploading the document, to move agreements from ''Waiting For External Signature'' or ''Waiting For Internal Signature'' to the ''Executed - (Pending Signed Document)'' state.		Previously in ICI, users could not move agreements and amendments from ''Waiting For Signature'' to ''Executed'' state, without uploading the supporting document, in case of manually signed agreements. Users can now skip uploading the document, to move agreements from ''Waiting For External Signature'' or ''Waiting For Internal Signature'' to the ''Executed - (Pending Signed Document)'' state.
		+
		+	Users can then search or create a saved search for such agreements and upload the required documents later using the ''Upload Fully Signed Copy'' action.
		+
		+	Notifications can be configured to inform users about skipped document uploads, so that users can cover for delays occurring due to the scan and upload process, while executing a large volume of documents. <br/> This functionality is available for agreements, amendments and orphan amendments.
		+
		+	To skip uploading a signed document:
		+
		+	1. '''Click''' ''Agreement Management'' > ''Agreements'' on the ''Home'' page. The Agreement Index page opens.
		+
		+	2. '''Click''' the ''View Record'' icon corresponding to the Agreement you want to open which is in the ''Waiting For External/Internal Signature'' from user state. For example, Basic Agreement. The Agreement ''Details'' page opens.
		+
		+	3. '''Click''' ''Skip Upload And Execute''. The confirmation message window opens.
		+
		+	4. '''Click''' ''Yes''. The agreement will move to the ''Executed (Pending Signed Document)'' status.
		+
		+	The ''Upload Fully Signed Copy'' action button becomes available. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system. All other actions, applicable post execution, will not be available till the signed copy is uploaded in the system.
		+
		+	Users can search the agreements that are executed without uploading the signed document later, from the Categories facet search using the seeded attribute ''Is Executed Without Signed Copy'' as ''true''.
		+
		+	All available agreements in Executed (Pending Signed Document) will be filtered and displayed in grid.
		+
		+	5. '''Click''' ''Upload Fully Signed Copy''. The ''Upload Document'' window opens.
		+
		+	6. '''Click''' ''Select File''. The window to browse and select the file opens.
		+
		+	7. '''Select''' a file and '''click''' ''Open''. For example, ICI Basic Agreement. The file is selected for upload.
		+
		+	8. '''Click '''''Upload File.''
		+
		+	The agreement status changes to ''Executed'' and a new version of the agreement is created with the uploaded file.
		+
		+	All actions applicable to the executed state, such as ''Add Amendment'', ''Initiate Termination'', and so on, will become available and the ''Upload Fully Signed Copy'' action button is not displayed anymore.
		+
		+	'''Notes''':
		+
		+	*The ''Skip Upload And Execute'' and ''Upload Fully Signed Copy'' actions are available for Primary Owner, Secondary Owner, Contract Admin and Business Owner. The access can be controlled through role-action mapping.
		+	*In case of Hybrid signature process, the ''Skip Upload And Execute'' button will be available only for the last signatories with manual signature.

	'''Related Topics:''' [[Electronic_Signature_for_Own_Paper\|Electronic_Signature_for_Own_Paper]] \| [[Sending_an_Agreement_for_Third_Party_Signature\|Sending an Agreement for Third Party Signature]] \| [[Sending_an_Agreement_for_Parallel_Signature\|Sending an Agreement for Parallel Signature]]		'''Related Topics:''' [[Electronic_Signature_for_Own_Paper\|Electronic_Signature_for_Own_Paper]] \| [[Sending_an_Agreement_for_Third_Party_Signature\|Sending an Agreement for Third Party Signature]] \| [[Sending_an_Agreement_for_Parallel_Signature\|Sending an Agreement for Parallel Signature]]

@@ Line 6: / Line 6: @@
 <font face="Segoe UI">To manually sign an agreement:</font>
-<font face="Segoe UI">1. '''Open '''the email received from ICM&nbsp;and '''click''' ''Download ''to download the attachment.</font>
+<font face="Segoe UI">1. '''Open '''the email received from ICI&nbsp;and '''click''' ''Download ''to download the attachment.</font>
 <div class="image-green-border"><font face="Segoe UI">[[File:Manual signmail.png|RTENOTITLE]]</font></div>
 <font face="Segoe UI">2. '''Sign''' the hard copy of the agreement&nbsp;and then scan the copy.</font>
@@ Line 14: / Line 14: @@
 <font face="Segoe UI">4. '''Click''' ''Select File&nbsp;''and '''upload''' the signed copy of the agreement. The status of the agreement changes to ''Waiting For Internal Signature''.</font>
 <div class="image-green-border"><font face="Segoe UI">[[File:Upload window.png|RTENOTITLE]]</font></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><font face="Segoe UI">5. Once the Agreement is signed by the external signatory, an e-mail is sent to the Internal signatory for signature.</font></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><font face="Segoe UI">[[File:Internal signmail.png|RTENOTITLE]]</font></div> <div class="image-green-border">&nbsp;</div> <div class="note-box"><font face="Segoe UI">'''Note''': The internal signatory can follow&nbsp;steps 1 to 4 for manual signature.</font></div>
-<font face="Segoe UI">While creating Contract Type if''''''''<i>Internal Signatory date </i>and ''External Signatory date'' attributes were selected, then any signatory either the External or the Internal, will also get ''Select Date'' field to select the correct signing date, while uploading the document.</font>
+<font face="Segoe UI">While creating Contract Type if''''''''<i>Internal Signatory date </i>and ''External Signatory date''attributes were selected, then any signatory either the External or the Internal, will also get ''Select Date''field to select the correct signing date, while uploading the document.'''''</font>
 <font face="Segoe UI">Once the internal signatory uploads the signed copy of the agreement, the status of the agreement changes to ''Executed.''<br/> A notification e-mail is sent to the primary owner, internal signatory, and external signatory.</font>
@@ Line 22: / Line 22: @@
 <link-page pageafter="Post_-_Execution_Review_of_an_Agreement/Contract |Post - Execution Review of an Agreement/Contract" pagebefore="Electronic_Signature_for_Third Party Paper|Electronic Signature for Third Party Paper"></link-page>
-'''Related Topics:'''&nbsp;[[Electronic_Signature_for_Own_Paper]] |&nbsp;[[Sending_an_Agreement_for_Third_Party_Signature|Sending an Agreement for Third Party Signature]] | [[Sending_an_Agreement_for_Parallel_Signature|Sending an Agreement for Parallel Signature]]
+'''Related Topics:'''&nbsp;[[Electronic_Signature_for_Own_Paper|Electronic_Signature_for_Own_Paper]] |&nbsp;[[Sending_an_Agreement_for_Third_Party_Signature|Sending an Agreement for Third Party Signature]] | [[Sending_an_Agreement_for_Parallel_Signature|Sending an Agreement for Parallel Signature]]