Display contract in e-sourcing CLM

[manthana_c]

Hello Guru:

I would like to display master contract (CLM) that other user created. Currently I have to go to each user to add me in collaborative tab.

Is there other simple way like super user just to view / display contract of others.

[Former Member · Accepted solution]

Hi Mandy,

In the Master Agreement list drop there is Search Master Agreements view available.

In this Search Option, you need to Select the filter - Agreement Manager from the dropdown and add '*' to find all the Master Agreement with All Agreement Managers.

Run this Search and Save it with a name as shown below. This way you can run the saved Search each time you would like to see the Master Agreements and their respective owners which equates to Agreement Manager.

See screen print below.

I hope this helps in what you are looking for.

Regards,

Parankush

[manthana_c · Accepted solution]

No, I mean when I got list of contract already, I cannot view detail inside because no permission.

So do I need to go one by one for each contract to add my user in collaborative tab or any other simple way that can grant me authorizations to view all contract details.

[Former Member · Accepted solution]

Ok, got it.

Yes there is way to add your user id as a collaborator to all the master agreements in the system. You will have to do it using an import workbook.

First you need to export the list of master agreement id's that you need to be a collaborator on and then populate the import workbook with those master agreement id in the UNIQUE_DOC_NAME column and populate your user id in the column - COLLABORATOR_1. Once you have the workbook created, you need to import the workbook into the Master Agreement object using the Import utility in the tool

Hope this helps.

Regards,

Parankush

[manthana_c · Accepted solution]

would u please let me know how to export and import.

Currently, I just list the master agreement list and click excel button.

My excel sheet has the following column :

Master Agreement ID

Number of Subagreements

Master Agreement Name

Supplier Name

Status

Product Category

Organizational Unit

Effective Date

Renewal Reminder Date

Expiration Date

Agreement Manager

So how to add my user id in collaborator_1 ?

Thanks in advance.

[Former Member · Accepted solution]

Hi Mandy,

You did the right thing for exporting the list of master agreements by clicking on the excel button. The first column in that sheet contains the list of master agreement ids. Copy the list of MA ID's into a new sheet and name the column header as 'UNIQUE_DOC_NAME'. Add one more new column named 'COLLABORATOR_1'.

Populate your user id in the 'COLLABORATOR_1' column for the MA ID's.

I am not sure what role you have been assigned in the CLM application. If you have the correct access rights, you should the import utility on the Set up --> System Administration --> Import and Export tools.

Under which you need to click on Import data. Click on "New"

Upload file to server --> upload the file you created --> Select Object type as Master Agreement and check preview import and click on "next" button until the import is completed.

After successful import, the MA ID's should be updated with your id as collaborator.

Regards,

Parankush

[manthana_c · Accepted solution]

Success with Thanks

[Former Member · Accepted solution]

Hello,

I have a question, do you know how to add a supplier as a collaborator in a Master Agreement, by default I just can add internal users.

thanks in advance

[former_member89217 · Accepted solution]

Hi Martha,

First I have a request. Please submit your questions as a new discussion (create --> discussion) asking a question as a response to someone else's post is not proper procedure.  Thanks.

in regard to the question, a Master Agreement is an internally collaborated document. Hence no outside (external/sellside) collaborators. The Vendor and Vendor Contact attached to Master Agreement will have access to view summary info of the Master agreement and the contract doument attached to a Master Agreement for potential internal/external collaboration through the check in/check out feature in CLM.

Regards,

Gary

[Former Member · Accepted solution]

Thanks,

Sorry about my mistake, I will create a new discussion

Thanks a lot for your help

Regards

[Former Member · Accepted solution]

Hi Parankush,

Thanks for the procedure. We have successfully updated the collaborators in to the Master agreements.

Do you know if it possible also  to delete a user in multiple documents using CSV upload.

Best Regards,

Gopi