3791471 - Associate Peer-to-Peer Agreements Using Bulk Actions (One-Way Linkage)

Associated documents are additional legal or supplementary materials added to an agreement. These documents can be:

• Created using a Template
• Uploaded into ICI
• Prepared from the Associated Document Contract Type model

Business Scenario

Let’s consider an MSA agreement that is already in Executed status.
If the logged-in user is not a primary or secondary owner, the option to associate another MSA as a Peer Agreement will appear grayed out.

However, using Bulk Actions, we can still create the peer association.
In this demo, we will associate ICMMasterServiceAgreement_197 as a peer to ICMMasterServiceAgreement_203 under the association "Related Master Service Agreement."

Note: Both agreements are in the Executed status.