Create Icertis Agreements
Assemble an Icertis agreement record from your open document. Vera lifts attributes from the contract, holds the record for your review, and submits to ICI on your confirmation.
Save Agreements Back to ICI
Authenticate once with Reconnect & Upload, then push the open document back to ICI as a new version of the workflow contract with Upload to workflow.
Repository Sync
Import ICI agreements into your Vera Engage repository on a schedule or on demand, with filters and families for grouping.
Create Icertis Agreements
See Create Icertis Agreements for the full attribute list, Template and Flags reference, and the worked SOW example.Save agreements back to ICI
When a document opened from ICI is active in the Word add-in, Vera Engage can push your edited version back to the Icertis workflow as a new version.1
Open the ICI document in Word
Open a document that has come from ICI in the Vera Engage Word add-in.
2
Reconnect & Upload (first time only)
The first time you open an ICI-sourced document, an Icertis section appears at the top of the admin panel with a Reconnect & Upload button. Click it to authenticate against ICI.A pop-up flashes briefly. Once authentication completes, the button changes to Upload to workflow.
3
Upload to workflow
Click Upload to workflow to push the open document back to ICI as a new version of the workflow contract.
Reconnect & Upload is one-time per user, per environment. After the first authentication, only the Upload to workflow action is needed.