Working with Agreements - Revision history

IDT-1 at 09:25, 26 May 2022

2022-05-26T09:25:45Z

IDT-1 at 04:33, 26 May 2022

2022-05-26T04:33:09Z

WikiSysop at 07:12, 13 May 2022

2022-05-13T07:12:07Z

WikiSysop at 07:11, 13 May 2022

2022-05-13T07:11:21Z

WikiSysop at 06:46, 13 May 2022

2022-05-13T06:46:38Z

WikiSysop at 14:02, 12 May 2022

2022-05-12T14:02:58Z

Shefali DK at 11:26, 23 December 2021

2021-12-23T11:26:58Z

Shefali DK at 11:24, 23 December 2021

2021-12-23T11:24:29Z

Shefali DK at 09:54, 23 December 2021

2021-12-23T09:54:19Z

Shefali DK at 09:50, 23 December 2021

2021-12-23T09:50:14Z

@@ Line 54: / Line 54: @@
 <div class="image-green-border">[[File:8.0 Modern UI Agreement Management2.PNG|720px|8.0 Modern UI Agreement Management2.PNG]]</div>
 &nbsp;
@@ Line 66: / Line 67: @@
 **should be used mainly when dealing with legacy contracts
 **in case of a deviation, the deviation approval becomes a manual process in ICI,
-**are uploaded as a PDF, DOCX, PPT and PPTX making it difficult to analyze them. As a result, attributes may have to be manually created in ICI (which can be time-consuming) or ICI may have to be used with limited functionality.
+**are uploaded as a PDF, DOCX, PPT and PPTX
 <div class="note-box">'''Note:'''&nbsp;Of the 4 sections, the Templates section depends&nbsp;on the selected&nbsp;type of paper (Own or Third Party).<br/> <br/> If the Type of Paper is&nbsp;Own, the&nbsp;Select Template&nbsp;page with a list of templates&nbsp; is displayed&nbsp;for the selected Contract Type.&nbsp;If the&nbsp;Type Of Paper&nbsp;selected is&nbsp;Third Party, the&nbsp;Select Template&nbsp;section is not shown. Instead, you would manually upload a third party agreement. You cannot use&nbsp;Own&nbsp;paper with this option.</div>
 &nbsp;

@@ Line 54: / Line 54: @@
 <div class="image-green-border">[[File:8.0 Modern UI Agreement Management2.PNG|720px|8.0 Modern UI Agreement Management2.PNG]]</div>
 &nbsp;
 === Contract Type Details ===
@@ Line 65: / Line 66: @@
 **should be used mainly when dealing with legacy contracts
 **in case of a deviation, the deviation approval becomes a manual process in ICI,
-**are uploaded as a PDF, making it difficult to analyze them. As a result, attributes may have to be manually created in ICI (which can be time-consuming) or ICI may have to be used with limited functionality.
+**are uploaded as a PDF, DOCX, PPT and PPTX making it difficult to analyze them. As a result, attributes may have to be manually created in ICI (which can be time-consuming) or ICI may have to be used with limited functionality.
 <div class="note-box">'''Note:'''&nbsp;Of the 4 sections, the Templates section depends&nbsp;on the selected&nbsp;type of paper (Own or Third Party).<br/> <br/> If the Type of Paper is&nbsp;Own, the&nbsp;Select Template&nbsp;page with a list of templates&nbsp; is displayed&nbsp;for the selected Contract Type.&nbsp;If the&nbsp;Type Of Paper&nbsp;selected is&nbsp;Third Party, the&nbsp;Select Template&nbsp;section is not shown. Instead, you would manually upload a third party agreement. You cannot use&nbsp;Own&nbsp;paper with this option.</div>
 &nbsp;

@@ Line 151: / Line 151: @@
 . '''Click''' Next. Enter and verify all details for the following tabs.<br/> 3. '''Click''' Create. The Details page opens with the agreement in Draft status. Note that the user Automation user5, who is at a lower level in the organization chart (an engineer at level 5 of the hierarchy) but part of the team, has access to all the tabs includingTeam and Notes.&nbsp;
 <div class="image-green-border">[[File:8.0-Agreement Details Page- Left Nav.PNG|720px|8.0-Agreement Details Page- Left Nav.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Suppose Abe Kim who is at a higher level in the organization chart (CTO at level 2 of the hierarchy) tries to access the agreement, visibility to the tabs can be controlled for him.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. To remove access for the user Abe Kim to the Team and Notes tabs in the Draft state, a backend hard coded configuration using a GUID is done so that these tabs will not be visible for Abe Kim in the left navigation pane.</div> <div class="image-green-border"><br/> The user Abe Kim will see all other tabs except for Team and Notes tabs.</div> <div class="image-green-border">&nbsp;</div>
 == Creating agreements quickly ==
-<div class="image-green-border">Agreements can also be quickly created in lesser steps with the help of the “Enable Quick Creation” flag feature. To do this:</div> <div class="image-green-border">
+<div class="image-green-border">&nbsp;</div> <div class="image-green-border">Agreements can also be quickly created in lesser steps with the help of the “Enable Quick Creation” flag feature. To do this:</div> <div class="image-green-border">
 .&nbsp;&nbsp;Navigate to the desired Contract Type & click the “Enable Quick Creation” flag on from the “Edit Contract Type” page.
@@ Line 173: / Line 174: @@
 <div class="note-box">'''Note:''' The flag for the template-upload key must be ON for users to get the template upload option.</div>
 .&nbsp;&nbsp;Click “Select and Continue”. The agreement is now created without any further steps.
 === Quick Create Conditions ===
@@ Line 185: / Line 185: @@
 *The Contract Type is associated to any approved, active template consisting of template variables.
 *The Contract Type has the inline-associations configured.
+</div>
-&nbsp;
 == Creating&nbsp;multiple agreements from a single agreement&nbsp; ==

@@ Line 173: / Line 173: @@
 <div class="note-box">'''Note:''' The flag for the template-upload key must be ON for users to get the template upload option.</div>
 .&nbsp;&nbsp;Click “Select and Continue”. The agreement is now created without any further steps.
 === Quick Create Conditions ===
@@ Line 179: / Line 180: @@
 *The Contract Type is configured for Page Navigation and there are active Masterdata records for the Page Navigation, with the attribute page name.
-*The Contract Type can have any of the following active Rules:
+*The Contract Type has any of the following active Rules:
 **Extension attribute rule.
 **Dynamic attribute rule.
-*The Contract Type can be associated with any template with variables, Approved State, NOT expired and within valid effective date.&nbsp;
+*The Contract Type is associated to any approved, active template consisting of template variables.
-<div class="note-box">'''Note:''' The template selection rule will be ignored in this case.</div>
+*The Contract Type has the inline-associations configured.
-*The Contract Type has the inline-association configured.
-</div>
+&nbsp;
 == Creating&nbsp;multiple agreements from a single agreement&nbsp; ==

@@ Line 151: / Line 151: @@
 . '''Click''' Next. Enter and verify all details for the following tabs.<br/> 3. '''Click''' Create. The Details page opens with the agreement in Draft status. Note that the user Automation user5, who is at a lower level in the organization chart (an engineer at level 5 of the hierarchy) but part of the team, has access to all the tabs includingTeam and Notes.&nbsp;
 <div class="image-green-border">[[File:8.0-Agreement Details Page- Left Nav.PNG|720px|8.0-Agreement Details Page- Left Nav.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Suppose Abe Kim who is at a higher level in the organization chart (CTO at level 2 of the hierarchy) tries to access the agreement, visibility to the tabs can be controlled for him.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. To remove access for the user Abe Kim to the Team and Notes tabs in the Draft state, a backend hard coded configuration using a GUID is done so that these tabs will not be visible for Abe Kim in the left navigation pane.</div> <div class="image-green-border"><br/> The user Abe Kim will see all other tabs except for Team and Notes tabs.</div> <div class="image-green-border">&nbsp;</div>
 == Creating agreements quickly ==
 <div class="image-green-border">Agreements can also be quickly created in lesser steps with the help of the “Enable Quick Creation” flag feature. To do this:</div> <div class="image-green-border">
 .&nbsp;&nbsp;Navigate to the desired Contract Type & click the “Enable Quick Creation” flag on from the “Edit Contract Type” page.
-[[File:Quickcreate1.png|600px]]
+[[File:Quickcreate1.png|600px|Quickcreate1.png]]
 .&nbsp;&nbsp;Navigate to Agreements page and click “Create”. The “Create Agreement” page opens.
-[[File:Quickcreate2.png|600px]]
+[[File:Quickcreate2.png|600px|Quickcreate2.png]]
 .&nbsp;&nbsp;Fill out the attribute details.
-[[File:Quickcreate3.png|720px]]
+[[File:Quickcreate3.png|720px|Quickcreate3.png]]
 .&nbsp;&nbsp;Click “Create and Publish”, or “Create and Send for Approval” to create the agreement directly from the “Attributes” page. The “Select Template” drawer opens.<br/> 5.&nbsp;&nbsp;Select a template from the “Select Template” drawer.
@@ Line 169: / Line 170: @@
 &nbsp; &nbsp; &nbsp;a.&nbsp;&nbsp;Preview the template on the same page, by clicking on the “Preview Template” link, which will open in another drawer over the main template selection drawer.
-[[File:Quickcreate4.png|720px]]
+[[File:Quickcreate4.png|720px|Quickcreate4.png]]
 <div class="note-box">'''Note:''' The flag for the template-upload key must be ON for users to get the template upload option.</div>
 .&nbsp;&nbsp;Click “Select and Continue”. The agreement is now created without any further steps.
@@ Line 175: / Line 176: @@
 === Quick Create Conditions ===
-The following conditions govern the Quick creation experience:
+Agreements will not go through the Quick creation process if the following conditions exist:
 *The Contract Type is configured for Page Navigation and there are active Masterdata records for the Page Navigation, with the attribute page name.
@@ Line 184: / Line 185: @@
 <div class="note-box">'''Note:''' The template selection rule will be ignored in this case.</div>
 *The Contract Type has the inline-association configured.
 </div>
 == Creating&nbsp;multiple agreements from a single agreement&nbsp; ==

@@ Line 1: / Line 1: @@
 = Agreements =
@@ Line 909: / Line 908: @@
 *Once the user takes any action on the page, the link becomes invalid and cannot be accessed again and the page displays an error.<br/> &nbsp;
 == Ability to update dates while uploading signed copy ==
@@ Line 933: / Line 933: @@
 &nbsp;
-<div class="image-green-border">'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Searching_agreements_and_requests|Searching agreements and requests]]&nbsp;|&nbsp;[[Adding_Supporting_Documents_to_an_Agreement|Adding Supporting Documents to an Agreement]]&nbsp;|&nbsp;[[Sending_an_Agreement_for_Review_and_Approval|Sending an Agreement for Review and Approval]]&nbsp;|&nbsp;[[Notes|Notes]]&nbsp;|&nbsp;[[Creating_an_Agreement_from_a_Contract_Request|Creating an Agreement from a Contract Request]]&nbsp;|&nbsp;[[Bulk_Actions|Bulk Actions]]&nbsp;|&nbsp;[[Sending_agreements_for_approval_during_bulk_creation|Sending agreements for approval during bulk creation]]</div>
+<div class="image-green-border">'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Requests|Requests]]&nbsp;|&nbsp;[[Searching_agreements_and_requests|Searching agreements and requests]]&nbsp;|&nbsp;[[Adding_Supporting_Documents_to_an_Agreement|Adding Supporting Documents to an Agreement]]&nbsp;|&nbsp;[[Sending_an_Agreement_for_Review_and_Approval|Sending an Agreement for Review and Approval]]&nbsp;|&nbsp;[[Notes|Notes]]&nbsp;|&nbsp;[[Creating_an_Agreement_from_a_Contract_Request|Creating an Agreement from a Contract Request]]&nbsp;|&nbsp;[[Bulk_Actions|Bulk Actions]]&nbsp;|&nbsp;[[Sending_agreements_for_approval_during_bulk_creation|Sending agreements for approval during bulk creation]]</div> </div>
 </div>
-−
 == Upfront Chevron View of Agreement Journey ==
@@ Line 1,011: / Line 1,009: @@
 </div>
 &nbsp;
 == Online editing of contracts ==
@@ Line 1,059: / Line 1,046: @@
 <div class="note-box">When a user checks in the edits in a shared editing session, the concurrent editing access will be revoked for other active users on the document.<br/> There could be a delay of 30-60 seconds before the online editing changes would be available to check in to ICI. Refer the Last updated on time which illustrates the most recent copy that will be checked in as a new ICI version.</div>
 If "Track changes are "ON" for editing the redline lines are seen for the changes done.
-<div class="image-green-border">[[File:Untitled.png|720px]]</div>
+<div class="image-green-border">[[File:Untitled.png|720px|Untitled.png]]</div>
-To check in these changes a "Redline Check IN" button is displayed.
+To check in these changes a "Redline Check IN" button is displayed.&nbsp;
 <div class="image-green-border">[[File:8.0-Agreements Management-Word14-Redline.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">For better user experience in online editing, customer content only lives on Office Online servers during an active user session. That is, a user can reasonably expect that when they end an editing session, their content will no longer live anywhere on Office for the Web servers once it has been saved to the host.</div>
 The confirmation window showing the document comparison opens.
 <div class="image-green-border">[[File:8.0-Agreements Management-Word9.PNG|920px|8.0-Agreements Management-Word9.PNG]]</div>

@@ Line 1,013: / Line 1,013: @@
 &nbsp;
@@ Line 1,063: / Line 1,064: @@
 <div class="image-green-border">[[File:8.0-Agreements Management-Word10.PNG|720px|8.0-Agreements Management-Word10.PNG]]</div>
 .&nbsp;'''Click '''"Yes" on the confirmation drawer after comparing changes. The changes are saved and a new version of an agreement is created in the "Draft" state. For example, Version 3. The "Versions" page is displayed with the version details. You can click "Show Details" to view the details. Refer to the [[Versions|Versionspage]] for more details.
-<div class="image-green-border">[[File:8.0-Agreements Management-Word11.PNG|920px|8.0-Agreements Management-Word11.PNG]]</div> <div class="image-green-border">13. '''Click'''&nbsp;"Discard Changes"&nbsp;on the top right if you do not want to continue with the changes. The confirmation window opens.</div> <div class="image-green-border">14. '''Click '''"Yes". The "''Agreements" ''Details&nbsp;page opens again.</div> <div class="image-green-border">The Discard Changes action will also create a new system generated version of the document in a ''Draft ''state to restore the prior version. For example, Version 3.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note: '''The access to the actions "Discard Changes", Open in Word for the Web, Check In and Copy Editor Link re controlled through role action mapping.</div>
+<div class="image-green-border">[[File:8.0-Agreements Management-Word11.PNG|920px|8.0-Agreements Management-Word11.PNG]]</div> <div class="image-green-border">13. '''Click'''&nbsp;"Discard Changes"&nbsp;on the top right if you do not want to continue with the changes. The confirmation window opens.</div> <div class="image-green-border">14. '''Click '''"Yes". The "''Agreements" ''Details&nbsp;page opens again.</div> <div class="image-green-border">The Discard Changes action will also create a new system generated version of the document in a ''Draft ''state to restore the prior version. For example, Version 3.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note: '''The access to the actions&nbsp;"Discard Changes", Open in Word for the Web, Check In, and Copy Editor Link are controlled through role action mapping.</div>
 The audit for online editing session events is captured and displayed in the "History" Tab in the left navigation pane on the agreement Details page. Refer to the [[History|Historypage]] for more details.
 <div class="image-green-border">[[File:8.0-Agreements Management-Word12.PNG|920px|8.0-Agreements Management-Word12.PNG]]</div>

@@ Line 1,013: / Line 1,013: @@
 &nbsp;
@@ Line 1,047: / Line 1,048: @@
 Multiple users can simultaneously edit and contribute in an online editing session of an agreement.&nbsp;
 <div class="image-green-border">[[File:8.0-Agreements Management-Word6.PNG|920px|8.0-Agreements Management-Word6.PNG]]</div>
-. Users can copy the document’s online editing session link using the "Copy Editor Link"''&nbsp;''available on the top right&nbsp;share it with other users. The users with valid Office 365 subscriptions who are authorized to access the agreement can then edit the agreement online. If options are more the link is available under the more-actions three dots menu on the far right before the "Split View" icon.
+. Users can copy the document’s online editing session link using the "Copy Editor Link"''&nbsp;''available on the top right and can share it with other users. The users with valid Office 365 subscriptions who are authorized to access the agreement can then edit the agreement online. If options displayed on the top right are more the link is available under the more-actions three dots menu on the far right before the "Split View" icon.
 <div class="image-green-border">[[File:8.0-Agreements Management-OpenWord-LinkEditor.PNG|420px|8.0-Agreements Management-OpenWord-LinkEditor.PNG]]</div> <div class="image-green-border">The document will display clause text and clause comments with their revisions for all static and rule-based clauses which are tagged and assembled in an agreement to help stakeholders collaborate efficiently while working on an agreement.</div>
 . '''Click "'''Check-In" on the top right. The drawer&nbsp;"Check In Edits&nbsp;from Office on the web" opens.&nbsp;