Latest revision as of 10:21, 9 June 2022

Notification Settings

As an administrator, you can create various notification categories and subscriptions under "Notification Settings". You can place your subscription in the appropriate notification category.

Notification Category

The Notification Category is the one under which the notifications are triggered for various actions on UI or backend.

The categories are then visible to the respective users on the Notifications page, "Notifications Dashboard", by clicking the notification bell icon on the top right. A red dot will be displayed along with the notification bell icon which indicates that there are unread notifications for the user to go over.

Please refer to "Notifications Dashboard" for more detials.

Creating Notification Category

To create a notifications category:

1. Click the "Notification Settings" menu under the "Admin" navigation menu on the top.

2. Click "Category". The "Notification Category" index page opens. The existing categories are listed in a grid. The grid has sort and filter functionalities at the right of each column heading with arrow and filter icon respectively. The page also has pagination displayed at the bottom-right.

3. Click "Create" on the far right in the title bar on top. The "Create Category" page opens with the "Details" tab.

4. Enter the appropriate "Category Name" and click "Create". The user is redirected to the "Notification Category" page with the created category listed on the top row.

Editing Notification Category

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

To edit a notification category:

1. Click "Edit" on the three dots of the actions column in the last on the "Notification Category" index page.

2. Update the existing category name in the "Category Name" field, and click "Update". The updated notification category name appears on the " Notifications Category" page.

Deleting Notification Category

To delete the Notification Category:

1. Navigate to the "Notification category" page.

2. Select the categories you want to delete.

3. Click "Delete" on the right above the grid.

Subscription

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 is to be sent.
Define the event for which it will be sent.

To create a subscription:

1. Click the "Subscription" menu of "Notification Settings". The "Subscriptions" page opens. On this page, you can see a list of all the existing Notification Templates and their details.

2. Click "Create" on the top at the far right. The Create Subscription page opens.

There are following tabs on this page:

Details
Template
Recipient
Verify

Note: When creating or editing a subscription, the Administrator must make sure that he set his language preferences to English (United States). Otherwise, an information message is displayed. Subscriptions can be created in English only. If you need your subscription in various languages, you can provide the localized content to the ICI configuration team to add it to the database through scripts.

Details

3. Enter 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

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

Type appropriate subject in the "Template Subject" textbox. 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 opens.

Recipient

5. To add recipients:

Click "Add Recipients". The "Add Recipients" drawer slides from the right.
Select "Select Roles" such as Approver, Internal Reviewer, etc.
Select "Select Attributes" such as Created By, Modified by, etc. For more details see the "Configuring Email Type for Notification" below.
Select "Email Type" such as To, From, CC, BCC. For more details see the "Configuring Email Type for Notification" below.
Check the "Action User" if necessary.
Select a desired user from the displayed grid or search a user using the "Refine View" filter left pane (Note: If "Refine View is collapsed, then expand to view it).
Click "Add". The user name and role get added to the list.

For example, two recipients are added, "First Approver" with Role "Approver" and "Vijay Soni" as role "Reviewer.

Note: You can tag users in the Notifications Template using their usernames or Email IDs.

Click "Next". The "Verify" tab opens.

Verify

6. On this tab, verify all the information you entered for the Subscription. You can use the Collapse/Expand All icon on the top right to expand the data in all tabs or can expand or collapse individual tab data.

Click "Create" 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.

Refer "Create a Subscription" page for more details.

Editing a Subscription

To edit a subscription:

1. Click the three dots in the actions column in the far right of the "Subscriptions" grid.2. Click "Edit".

The "Edit Subscription" page opens.

Deleting a Subscription

To delete a Subscription:

1. Select the one or more subscriptions you want to delete.

2. Click "Delete Subscription" on the top right below the title bar. A confirmation popup appears.

3. Click "Yes" to proceed.

Subscription successfully deleted toast message flashes.

Enabling/Disabling Subscription

You can enable and disable a subscription in two ways:

Click "Enable/Disable Subscription" on the top right in the bar below the title bar.
Click Enable/Disable under the three dots menu in the actions column depending on the subscription is in enable or disable state.

Note: The state of the Subscription is shown by the check green icon and red icon for "Enable" and "Disable" states respectively.

Configuring Email Type for Notification

Users can configure the notifications to be sent to email addresses captured in the agreement instance and also set the recipient's email type (To, Cc and Bcc) and sender email type (Reply-To and From) for the received emails.

To configure the subscription:

1. Navigate to the "Recipients" tab as explained in the "Creating a Subscription" section.

2. Click "Add Recipients". The "Add Recipients" window opens.

To add users provisioned in the system:

1. Search for the user using the "Refine Search here" search bar in the left collapsible pane of the "Refine View".

2. Select the checkbox corresponding to the user. For example, "Vijay".

3. Select "Email" Type. For example, "To".

4. Click "Add". The user will be added to the subscription.

To add user emails captured during runtime while creating the agreement instance:

5. Choose the attribute in which you captured email addresses during agreement instance creation in the "Select Attributes" field. For example, "Created By"

Note: The "Select Attributes" dropdown will show all attributes with data types as User and Email.

6. Select "Email Type". For example, "Reply-To". When users reply to the email notifications, they will be sent to these configured email addresses.

Note: When users choose the "Reply All" option while replying to the email, the reply will be sent to all the recipients in To, Cc and the user emails configured with the "Reply-To" email type.

7. Click "Add". The details will be added to the subscription with the selected properties.

8. Add more users as recipients to the subscription with other email types following the same process. For example, attribute "Customer Email" with email type as "CC".

9. Add a user with email type as "From".

The recipients will receive notifications from the user whose email address is set with the email type as From.

Notes:

The sender email type "From" will, by default, be unavailable.
The "From" email type is configured through the technical configuration.
Users can not add more than one user with the "From" email Type to the subscription. If the role/attribute with multiple users is configured with the "From" email Type, the system will pick any one user randomly. Therefore, it is recommended to use a single user or user role/attribute that has a single user associated with it.

10. Click "Next". The "Verify" page opens.

11. Verify the details and click "Create". The subscription is created.

Trigger Notification

Please refer to "Trigger Notification" for more details.

Contents

Notification Settings[edit]

Creating Notification Categories[edit]

Editing Notification Categories[edit]

Creating a Subscription[edit]

Email Configuration[edit]

Latest revision as of 10:21, 9 June 2022

Contents

Notification Settings

Notification Category

Creating Notification Category

Editing Notification Category

Deleting Notification Category

Subscription

Creating a Subscription

Editing a Subscription

Deleting a Subscription

Enabling/Disabling Subscription

Configuring Email Type for Notification

Trigger Notification

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools

@@ Line 2: / Line 2: @@
 = Notification Settings =
-== Creating&nbsp;Notification Categories ==
+As an administrator, you can create various notification categories and subscriptions under "Notification Settings". You can place your subscription in the appropriate notification category.&nbsp;
-As an administrator, you can create various notification categories. These categories are then visible to the respective users under the Notifications tile. When&nbsp;creating a subscription, you can place your subscription in the appropriate notification category.&nbsp;
+== Notification Category ==
-To create a notifications category:
+The Notification Category is the one under which the notifications are triggered for various actions on UI or backend.
-. '''Click''' the ''Notification Settings'' tile On the ''User Administration'' page. The ''Notification Settings'' page opens.
+The&nbsp;categories are then visible to the respective users&nbsp;on the Notifications page, "Notifications Dashboard", by clicking the notification bell icon on the top right.&nbsp;A red dot will be displayed along with the notification bell icon which indicates that there are unread notifications for the user to go over.
+<div class="image-green-border">[[File:Bell icon1.PNG|320px|Bell icon1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification Dashboard.PNG|720px|8.0-Notification Dashboard.PNG]]</div>
+&nbsp;Please refer to "Notifications Dashboard" for more detials.
-. '''Click'''&nbsp;the&nbsp;''Create Notification Category ''button.''&nbsp;''
+&nbsp;
-<div class="image-green-border">[[File:Notifications Settings all notification categories 7.8.PNG|720px|RTENOTITLE]]<br/> &nbsp;</div> <div class="image-green-border">3. The ''Details'' tab opens.</div>
-. The created category appears on the ''All Notifications Category'' page.
-<div class="image-green-border">[[File:Create Notification Category Details tab 7.8.PNG|360px|RTENOTITLE]]<br/> &nbsp;</div>
-.&nbsp;'''Type''' an appropriate category name in the ''Category Name'' box, and '''click''' ''Save''.
-== Editing&nbsp;Notification Categories ==
+=== Creating&nbsp;Notification Category ===
+To create a notifications category:
+. '''Click''' the "Notification Settings"&nbsp;menu&nbsp;under the "Admin" navigation menu on the top.
+<div class="image-green-border">[[File:8.0-Notification Settings-Menu1.PNG|420px|8.0-Notification Settings-Menu1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click '''"Category".&nbsp;The "Notification Category" index page opens. The existing categories are listed in a grid. The grid has sort and filter&nbsp;functionalities&nbsp;at the right of each column heading with arrow and filter icon respectively. The page also has pagination displayed at the bottom-right.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification Settings-Category-Grid3.PNG|720px|8.0-Notification Settings-Category-Grid3.PNG]]</div>
+'''. Click&nbsp;'''"Create"''&nbsp;''on the far right in&nbsp;the title bar on top. The "Create Category" page opens with the "Details" tab.''&nbsp;''
+<div class="image-green-border">4. '''Enter''' the&nbsp;appropriate "Category Name" and '''click&nbsp;'''"Create".&nbsp;The user is redirected to the "Notification Category" page with the created&nbsp;category listed on the top row.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification Settings-Category-Cerate.PNG|520px|8.0-Notification Settings-Category-Cerate.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+=== Editing&nbsp;Notification Category ===
 As an administrator, you can create as well as edit various notification categories.
@@ Line 22: / Line 28: @@
 To edit a notification category:
-. '''Click''' the ''Notification Settings'' tile on the ''User Administration'' page. The ''Notification Settings'' page opens.
+.&nbsp;C'''lick'''&nbsp;"Edit" on the three dots of the actions column in the last on the "Notification Category" index page.&nbsp;
+<div class="image-green-border">[[File:8.0-Notification Settings-Category-Index-page-Edit.PNG|720px|8.0-Notification Settings-Category-Index-page-Edit.PNG]]</div>
+. Update the existing category name in the "Category Name" field, and '''click'''&nbsp;"Update".&nbsp;The updated notification category name appears on the "&nbsp;Notifications Category" page.
+<div class="image-green-border">[[File:8.0-Notification Settings-Category-Edit.PNG|520px|8.0-Notification Settings-Category-Edit.PNG]]</div>
+&nbsp;
-. '''Select''' the desired entity check box in the ''Notification Category Name'' panel&nbsp;and '''click'''&nbsp;the&nbsp;''Edit ''button.&nbsp;The ''Details'' tab opens.
+=== Deleting&nbsp;Notification Category ===
-. '''Type''' or '''update''' the category name In the ''Category Name'' box, and '''click''' ''Update''.
+To delete the Notification Category:
-<div class="image-green-border">[[File:Edit notification category 7.8.PNG|360px|RTENOTITLE]]</div>
-. The updated notification category name appears on the ''All Notifications Category'' page.
-== Creating&nbsp;a Subscription ==
+. '''Navigate''' to the "Notification category" page.
-Using Subscriptions, you can create user notifications and assign appropriate recipients. When&nbsp;creating a subscription:
+. '''Select '''the categories you want to delete.
-*Define the entity or a task for which the notification to be sent.
+. '''Click '''"Delete" on the right above the grid.
-*Define the event for which it will be sent.
+<div class="image-green-border">[[File:8.0-Notification Settings-Category-Delete.PNG|720px|8.0-Notification Settings-Category-Delete.PNG]]</div>
+&nbsp;
-'''To create a subscription''':
-'''1. Click '''the ''Notification Settings'' tile on the ''User Administration'' page. The ''All Notifications Category'' page opens.&nbsp;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.
+== Subscription ==
-<div class="image-green-border">[[File:Creating Subscription All Notification Category 7.8.png|360px|All Notification Category page]]</div>
-.'''&nbsp;Click''' the ''Subscription'' tile. The ''Subscriptions'' page opens.&nbsp;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.
+=== Creating&nbsp;a Subscription ===
-<div class="image-green-border">[[File:Creating Subscription Subscriptions page 7.8.png|720px|Subscriptions page]]</div>
-.&nbsp;'''Click '''the&nbsp;''Create Subscription ''button''. ''The&nbsp;''Create Subscription&nbsp;''page opens.&nbsp;&nbsp;
+Using Subscriptions, you can create user notifications and assign appropriate recipients.
+When&nbsp;creating a subscription:
+*Define the entity or a task for which the notification is to be sent.
+*Define the event for which it will be sent.
+To create a subscription:
+<div class="image-green-border">1.'''&nbsp;Click'''&nbsp;the "Subscription" menu of "Notification Settings". The "Subscriptions" page opens.&nbsp;On this page, you can see a list of all the existing Notification Templates and their details.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification Settings-Sub-Create.PNG|720px|8.0-Notification Settings-Sub-Create.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+.&nbsp;'''Click '''"Create" on the top at&nbsp;the far right''. ''The&nbsp;Create Subscription''&nbsp;''page opens.&nbsp;&nbsp;
-There are four tabs on this page:
+There are following tabs on this page:
 *Details
@@ Line 51: / Line 68: @@
 *Recipient
 *Verify
-<div class="note-box">'''Note''':&nbsp;When creating or editing a subscription, the Administrator&nbsp;must make sure that he set his language preferences to English (United States). Otherwise an information message is displayed. Subscriptions can be created in English only. If you need your subscription in various languages, you can provide the localized content to the ICI configuration team to add it to the database through scripts.&nbsp;</div>
+<div class="note-box">'''Note''':&nbsp;When creating or editing a subscription, the Administrator&nbsp;must make sure that he set his language preferences to English (United States). Otherwise, an information message is displayed. Subscriptions can be created in English only. If you need your subscription in various languages, you can provide the localized content to the ICI configuration team to add it to the database through scripts.&nbsp;</div>
 '''Details'''
-Enter the mandatory fields:
+. Enter the mandatory fields:
-*'''Type'''&nbsp;an appropriate Template Name for the subscription.
+*'''Type'''&nbsp;an appropriate "Template Name" for the subscription.
-*'''Select'''&nbsp;an Entity Name such as ''Agreement''.
+*'''Select'''&nbsp;an "Entity Name" such as "Agreement".
-*'''Select'''&nbsp;an Event Name, such as ''Agreement Approved.''
+*'''Select'''&nbsp;an "Event Name", such as "Agreement Approved".
-*'''Select''' a Category Name such as ''Agreement Notifications''.
+*'''Select''' a "Category Name" such as "Agreement Notifications".
-*'''Click'''&nbsp;''Next''. The&nbsp;''Template''&nbsp;tab opens.
+*'''Click'''&nbsp;"Next". The "Template"&nbsp;tab opens.
-<div class="image-green-border">[[File:Creating Subscription Create Subscription page 7.8.png|560px|Create Subscription]]</div>
+<div class="image-green-border">[[File:8.0-Notification Settings-Subscription-create-detail.PNG|520px|8.0-Notification Settings-Subscription-create-detail.PNG]]</div>
 '''Template'''
-On the ''Template'' tab, define a template for user notifications and email notifications:
+. On the "Template" tab, define a template for user notifications and email notifications:
-*'''Type '''appropriate subject in the ''Template Subject''&nbsp;box. All the notification emails using this template would have this content in the subject line.
+*'''Type '''appropriate subject in the "Template Subject" textbox. All the notification emails using this template would have this content in the subject line.
-*'''Type''' an appropriate message in the T''emplate Body.'' '''Click''' the ''Attributes'' list to tag respective attributes in the template body. You can also format the selected attributes by using menu options.
+*'''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.
+*'''Click'''&nbsp;"Next". The "Recipient" tab opens.
-<div class="image-green-border">[[File:Creating Subscription templates tab 7.8.png|720px|Templates tab]]</div>
+<div class="image-green-border">[[File:8.0-Notification Settings-Subscription-create-Template1.PNG|720px|8.0-Notification Settings-Subscription-create-Template1.PNG]]</div>
 '''Recipient'''
-To add recipients:
+. To add recipients:
-. '''Click '''the ''Add Recipients ''icon. The ''Add Recipients'' window opens.
+*'''Click '''"Add Recipients". The "Add Recipients"&nbsp;drawer slides from the right.
+*'''Select'''&nbsp;"Select&nbsp;Roles" such as Approver, Internal Reviewer, etc.
-. '''Select'''&nbsp;''User Roles ''such as Approver, Internal Reviewer etc.
+*'''Select "'''Select&nbsp;Attributes" such as Created By, Modified by, etc.&nbsp;For more details see the "Configuring Email Type for Notification" below.&nbsp;
+*'''Select''' "Email Type" such as To, From, CC, BCC. For more details see the "Configuring Email Type for Notification" below.&nbsp;
-. '''Select '''''User Attributes'' such as Created By, Modified by etc.
+*'''Check&nbsp;'''the "Action User" if necessary.
+*'''Select '''a desired user from the displayed grid or search a user using the "Refine View" filter left pane ('''Note:''' If "Refine View is collapsed, then expand to view it).
-. '''Check&nbsp;'''the ''Action User'' box if necessary.
+*'''Click'''&nbsp;"Add". The user name and role get added to the list.
+<div class="image-green-border">[[File:8.0-Notification Settings-Add-Recipients.PNG|720px|8.0-Notification Settings-Add-Recipients.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">For example, two recipients are added, "First Approver" with Role "Approver" and "Vijay Soni" as role "Reviewer.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification Settings-Subscription-create-Recipient.PNG|720px|8.0-Notification Settings-Subscription-create-Recipient.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': You can tag users in the Notifications Template using their usernames or Email IDs.</div>
-. '''Select '''a desired user from the displayed list or search a user using the search bar.
+*&nbsp;'''Click'''&nbsp;"Next". The "Verify" tab opens.
-.&nbsp;'''Click''' ''Add''. The user name and role get added in the list.
-<div class="image-green-border">[[File:Create Subscription Add reciepient 7.8.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': You can tag users in the Notifications Template using their usernames or Email IDs.</div>
-&nbsp;7.&nbsp;'''Click''' ''Next''. The ''Verify'' tab opens.
 '''Verify'''
-On this tab, verify all the information you entered for the Subscription.
+. On this tab, verify all the information you entered for the Subscription. You can use the Collapse/Expand All icon on the top right to expand the data in all tabs or can expand or collapse individual tab data.
-'''Click'''&nbsp;''Save'' to create the Subscription. Notifications will be sent as and when the respective event occurs.
+'''Click'''&nbsp;"Create" to create the Subscription. Notifications will be sent as and when the respective event occurs.
-<div class="image-green-border">[[File:Create Subscrption veriffy page 7.8.PNG|560px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:8.0-Notification Settings-Subscription-create-Verify.PNG|720px|8.0-Notification Settings-Subscription-create-Verify.PNG]]</div>
-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.
+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.
-=== Email Configuration ===
+Refer "Create a Subscription" page for more details.
-Users can configure the notifications to be sent to email addresses captured in the agreement instance and also set the recipients email type (''To, Cc ''and ''Bcc'') and sender email type (''Reply To ''and ''From'') for the received emails.
+=== Editing a Subscription ===
-To configure the subscription:
+To edit a subscription:
-.&nbsp;'''Click '''''User Administration > Notification Settings > Subscription'' on the ''Home ''page. The ''Subscriptions ''index page opens.
+. '''Click '''the three dots in the actions column in the far right of the "Subscriptions" grid.2. '''Click '''"Edit".
+<div class="image-green-border">[[File:8.0-Notification Settings-Subscription-Edit0.PNG|720px|8.0-Notification Settings-Subscription-Edit0.PNG]]</div> <div class="image-green-border">The "Edit Subscription" page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification Settings-Subscription-Edit.PNG|420px|8.0-Notification Settings-Subscription-Edit.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+=== Deleting a Subscription ===
-.&nbsp;'''Click '''''Create Subscriptions''. The ''Create Subscription'' page opens.
+To delete a Subscription:
-image
+. '''Select '''the one or more subscriptions you want to delete.
-.&nbsp;'''Enter '''a name in ''Template ''name. For example, ''Email Type configuration''.
+. '''Click '''"Delete Subscription" on the top right below the title bar. A confirmation popup appears.
-.&nbsp;'''Select '''the contract type in the ''Entity Name''. For example, ''ICI&nbsp;Master Service Agreement''.
+. '''Click '''"Yes" to proceed.
-.&nbsp;'''Select '''the ''Event Name'' which you want to send the notification for. For example, ''Agreement Created''.
+Subscription successfully deleted toast message flashes.
+<div class="image-green-border">[[File:8.0-Notification Settings-Delete-Subscription .PNG|720px|8.0-Notification Settings-Delete-Subscription .PNG]]</div> <div class="image-green-border">&nbsp;</div>
+&nbsp;
-.&nbsp;'''Select''' the ''Category Name''. For example, ''Agreement Notifications''.
+=== Enabling/Disabling Subscription ===
-image
+You can enable and disable a subscription in two ways:
-.&nbsp;'''Click '''''Next''.
+*'''Click''' "Enable/Disable Subscription" on the top right in the bar below the title bar.
+*'''Click''' Enable/Disable under the three dots menu in the actions column depending on the subscription is in enable or disable state.
-.&nbsp;'''Enter '''the ''Template Subject'' and the ''Template Body''.
+Note: The state of the Subscription is shown by the check green icon and red icon for "Enable" and "Disable" states respectively.
+<div class="image-green-border">[[File:8.0-Notification Settings-Sub-enable.PNG|720px|8.0-Notification Settings-Sub-enable.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+=== Configuring Email Type for Notification ===
-image
+Users can configure the notifications to be sent to email addresses captured in the agreement instance and also set the recipient's email type (To, Cc and Bcc) and sender email type (Reply-To and From) for the received emails.
-.&nbsp;'''Click '''''Next''. The ''Sender/Recipient'' tab opens.
+To configure the subscription:
-.&nbsp;'''Click '''''Add Sender/Recipients'' (plus) action icon. The ''Add Sender/Recipients ''window opens.&nbsp;
+. '''Navigate '''to the "Recipients" tab as explained in the "Creating a&nbsp;Subscription" section.
-image
+.&nbsp;'''Click '''"Add Recipients". The "Add Recipients"''&nbsp;''window opens.&nbsp;
+<div class="image-green-border">[[File:8.0-Notification Settings-Subscription-create-recipent1.PNG|420px|8.0-Notification Settings-Subscription-create-recipent1.PNG]]</div>
 To add users provisioned in the system:
-.&nbsp;'''Search''' for the user using ''Refine Search'' ''here'' search bar.
+.&nbsp;'''Search''' for the user using the "Refine Search here" search bar in the left collapsible pane of the "Refine View".
-.&nbsp;'''Select '''the checkbox corresponding to the user. For example, ''Jill Water''.
-.&nbsp;'''Select''' ''Email Type''. For example, ''To''.
+.&nbsp;'''Select '''the checkbox corresponding to the user. For example, "Vijay".
-.&nbsp;'''Click''' ''Add''. The user will be added to the subscription.
+.&nbsp;'''Select'''&nbsp;"Email" Type. For example, "To".
-image
+.&nbsp;'''Click'''&nbsp;"Add". The user will be added to the subscription.
+<div class="image-green-border">To add user emails captured during runtime while creating the agreement instance:</div>
+.&nbsp;'''Choose '''the attribute in which you captured email addresses during agreement instance creation in the "Select Attributes" field. For example, "Created By"
+<div class="note-box">'''Note''': The "Select Attributes" dropdown will show all attributes with data types as User and Email.</div>
+.&nbsp;'''Select '''"Email Type". For example, "Reply-To". When users reply to the email notifications, they will be sent to these configured email addresses.&nbsp;
+<div class="note-box">'''Note''': When users choose the "Reply All" option while replying to the email, the reply will be sent to all the recipients in To, Cc and the user emails configured with the "Reply-To" email type.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7.&nbsp;'''Click '''"Add". The&nbsp;details will be added to the subscription with the selected properties.</div>
+.&nbsp;'''Add '''more users as recipients to the subscription with other email types following the same process. For example, attribute "Customer Email" with email type as "CC".
-To add user emails captured during runtime while creating the agreement instance:
+.&nbsp;'''Add '''a user with email type as "From".
-.&nbsp;'''Choose '''the attribute &nbsp;in which you captured email addresses during agreement instance creation in the ''Select Attributes'' field. For example, ''Observer Emails''.
+The recipients will receive notifications from the user whose email address is set with the email type as From.
-<div class="note-box">'''Note''': The ''Select Attributes'' dropdown will show all attributes with data types as ''User ''and ''Email''.</div>
+<div class="image-green-border">&nbsp;</div> <div class="note-box">'''Notes''':&nbsp;
-.&nbsp;'''Select '''''Email Type''. For example, ''Reply To''. When users reply to the email notifications, it will be sent to these configured email addresses.&nbsp;
+*The sender email type "From"''&nbsp;''will, by default, be unavailable.&nbsp;
-<div class="note-box">'''Note''': When users chooses ''Reply All'' option while replying to the email, the reply will be sent to all the recipients in ''To, Cc'' and the user emails configured with the ''Reply To'' email type .</div>
+*The "From"&nbsp;email type is configured through the technical configuration.&nbsp;
-image
+*Users can not add more than one user with the "From"''&nbsp;''email Type to the subscription. If the role/attribute with multiple users is configured with the "From"''&nbsp;''email Type, the system will pick any one user randomly. Therefore, it is recommended to use a single user or user role/attribute that has a single user associated with it.
+</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Notification Settings-Add-Recipients1.PNG|720px|8.0-Notification Settings-Add-Recipients1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">10.&nbsp;'''Click "'''Next". The "Verify" page opens. </div>
+.&nbsp;'''Verify '''the details and '''click'''&nbsp;"Create". The subscription is created.
+<div class="image-green-border">&nbsp;</div>
-.&nbsp;'''Click '''''Add''. The&nbsp;details will be added to the subscription with the selected properties.
-.&nbsp;'''Add '''more users as recipients to the subscription with other email types following the same process. For example, attribute&nbsp;''Customer Email'' with email type as ''CC''.
+== Trigger Notification ==
-.&nbsp;'''Add '''a user with email type as ''From''.
+Please refer to "Trigger Notification" for more details.
-The recipients will receive notifications from the user whose email address is set with the email type as From.
+&nbsp;
-image
+&nbsp;
-<div class="note-box">'''Notes''':&nbsp;
-*The sender email type ''From ''will, by default, be unavailable.&nbsp;
-*The ''From ''email type is configured through the technical configuration.&nbsp;
-*Users can not add more than one user with ''From ''email Type to the subscription. If the role/attribute with multiple users is configured with ''From ''email Type, system will pick any one user randomly. Therefore, it is recommended to use single user or user role/attribute that has single user associated with it .
-</div>
-image
-.&nbsp;'''Click '''''Next''. The ''Verify ''page opens.
-.&nbsp;'''Verify '''the details and '''click''' ''Create''. The subscription is created.
-image
 &nbsp;
@@ Line 178: / Line 192: @@
 &nbsp;
-'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;
+'''Related Topics: '''[[Trigger_Notification|Trigger Notification]]&nbsp;'''|&nbsp;'''[[Create_a_Subscription|Create a Subscription]]&nbsp;|'''&nbsp;'''[[Notifications_Dashboard|Notifications Dashboard]]'''|&nbsp;'''[[Agreement_Management|Agreement Management]] |&nbsp;[[Application_Settings|Application Settings]] &nbsp;&nbsp;