Revision as of 07:54, 10 May 2019

Notification Settings

Create Notification Categories

As an administrator, you can create various notification categories. These categories are then visible to the respective users under the Notifications tile. When creating a subscription, you can place your subscription in the appropriate notification category. 

To create a notifications category:

1. Click the Notification Settings tile On the User Administration page. The Notification Settings page appears.

2. Click Create Notification Category at the bottom of the page.
 

 

3. The Details tab appears.

4. The created category appears on the All Notifications Category page.
 

 

Type an appropriate category name in the Category Name box, and click Save.

Edit Notification Categories

As an administrator, you can create as well as edit various notification categories.

To edit a notification category:

1. Click the Notification Settings tile on the User Administration page. The Notification Settings page appears.

 

2. Select the desired entity check box in the Notification Category Name panel and click Edit.

 

The Details tab appears.

3. Type or update the category name In the Category Name box, and click Update.

4. The updated notification category name appears on the All Notifications Category page.

Creating a Subscription

Using Subscriptions, you can create user notifications and assign appropriate recipients. When creating a subscription:

• Define the entity or a task for which the notification to be sent.
• Define the event for which it will be sent.

To create a subscription:

1. Click the Notification Settings tile on the User Administration page. The All Notifications Category page opens. All the existing notification categories are displayed on this page such as Agreement Notifications, Clause Notifications. Each notification category groups various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories.

2. Click the Subscription tile. The Subscriptions page opens. On this page you can see a list of all the existing Notification Templates and their details such as Template Name, Entity Name, Event and Category Name etc. You can also edit, delete, create, enable or disable a subscription using the respective buttons.

3. Click the Create Subscription button. The Create Subscription page opens.  

There are four tabs on this page:

• Details
• Template
• Recipient
• Verify

Details

Fill in the mandatory fields:

• Type an appropriate Template Name for the subscription.
• Select an Entity Name such as Agreement.
• Select an Event Name, such as Agreement Approved.
• Select a Category Name such as Agreement Notifications.
• Click Next. The Template tab opens.

Template

On the Template tab, define a template for user notifications and email notifications:

• Type appropriate subject in the Template Subject box. All the notification emails using this template would have this content in the subject line.
• Type an appropriate message in the Template Body. Click the Attributes list to tag respective attributes in the template body. You can also format the selected attributes by using menu options.
• Click Next. The Recipient tab open.

Recipient

To add recipients:

1. Click the Add Recipients icon. The Add Recipients window opens.

2. Select User Roles such as Approver, Internal Reviewer etc.

3. Select User Attributes such as Created By, Modified by etc.

4. Check the Action User box if necessary.

5. Select a desired user from the displayed list or search a user using the search bar.

6. Click Add. The user name and role get added in the list.

 7. Click Next. The Verify tab opens.

Verify

On this tab, verify all the information you entered for the Subscription.

Click Save to create the Subscription. Notifications will be sent as and when the respective event occurs.

Notification can be sent in multiple languages. If there are multiple recipients with different language preferences for the respective event. The language is identified from the language set by the Internal User and External user with login privileges in their Preferences. One single email is sent to all the selected recipients with the content in different languages. The recipients can simply scroll through the email and read the content drafted in their preferred language.

Related Topics: Agreement Management |