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[[ICM Help|Home]] > [[Agreement Management]] > Trigger Notification<br/>   
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= Trigger Notification =
  
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Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Alerts tab. <br/>
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Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Alerts tab.
  
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Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.
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The Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.
  
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Before triggering a notification, you need to create an agreement and add members to the agreement team.  
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Before triggering a notification, you need to create an agreement and add members to the agreement team.
  
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'''To create an agreement''': <br/>
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To trigger a notification''':'''
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1. On the ICM Dashboard, click '''Agreement Management'''. <br/>
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2. On the '''Agreement Management''' page, click '''Create Agreement'''. <br/>
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3. The '''Create Agreement''' page consists of four tabs. <br/>
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A. Contract Type Details <br/>
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1. '''Click '''"Agreements" on the main navigation menu on the top. The Agreement index page opens listing all agreements.
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B. Attributes <br/>
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C. Select Template <br/>
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D. Verify <br/>
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'''Contract Type Details'''
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{| class="wikitable"
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|- style="vertical-align:top;"
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!style="height:10px; width:200px; text-align:left;" | '''Field'''
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!style="height:10px; width:300px; text-align:left;" | '''Action'''
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|- style="horizontal-align:top;"
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2. On the Agreement index&nbsp;page, '''click '''the "View Details" icon on the actions column in the far right for the agreement you want to trigger notifications. The Agreement Details page opens.&nbsp;
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|style="height:10px; width:200px; text-align:left;" | Category
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<div class="image-green-border">[[File:8.0-Notifications-Trigger-1.PNG|720px|8.0-Notifications-Trigger-1.PNG]]</div>  
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|style="height:10px; width:300px; text-align:left;" | Select relevant category
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2. On the Agreement Details page, in the left pane, '''click "'''Team".
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|- style="horizontal-align:top;"
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<div class="image-green-border">[[File:8.0-Notifications-Trigger0.PNG|720px|8.0-Notifications-Trigger0.PNG]]</div> <div class="image-green-border"><br/> 3. On the Agreement "Team"'''&nbsp;'''page, '''click '''"Add Team Member". The "Add User" drawer opens.<br/> 4. On the "Add User"&nbsp;drawer, '''select '''the appropriate user and the role of the user.<br/> 5. '''Check&nbsp;'''the "Send Notification" checkbox to send the notification to the user you added.</div>
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|style="height:10px; width:200px; text-align:left;" | Contract Type Name
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&nbsp;
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|style="height:10px; width:300px; text-align:left;" | Select appropriate contract type name
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<div class="note-box">'''Note''': You can select the "Send Notification" checkbox to send a notification to the user you may have removed.</div>
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&nbsp;
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|- style="horizontal-align:top;"
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<div class="image-green-border">[[File:8.0-Notifications-Trigger1.PNG|720px|8.0-Notifications-Trigger1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics:&nbsp;'''&nbsp;[[Notification_Settings|Notification Settings]] | [[Notifications_Dashboard|Notifications Dashboard]] | [[Create_a_Subscription|Create a Subscription]]&nbsp;| [[Agreements|Agreements ]]| [[Agreement_Management|Agreement Management]]</div>
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|style="height:10px; width:200px; text-align:left;" | Type Of Paper
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|style="height:10px; width:300px; text-align:left;" | Select appropriate type of paper
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|}
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{| class="wikitable" |-style="horizontal:align-top;"
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|'''Note:''' Depending on the type of paper you select, tabs appear differently: <br/>
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- If you select the '''Type Of Paper''' as '''Own''', the '''Select Template''' tab appears. The tab displays the relevant templates for the selected contract type. <br/>
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- If you select the '''Type Of Paper''' as '''Third Party''', you need to upload a third party agreement. The '''Select Template''' tab does not appear in this case. <br/>
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|}
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'''Attributes''' <br/>
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The fields that appear in '''Attributes''' tab depend on the Contract Type you selected.
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Enter the necessary information on this page and click '''Next'''.
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'''Select Template'''<br/>
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Select the appropriate template from the available list.  
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'''Verify'''<br/>
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The Verify page consists of four buttons. <br/>
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-'''Previous''': Click this button to go back to the earlier screen.<br/>  
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- '''Create''': Click this button to create the agreement. <br/>
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-'''Create and Publish''': Click this button to create and publish the agreement.<br/>  
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-'''Create and Send for Approval''': Click this button to create and send the agreement for approval.<br/>
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Let us understand how to trigger a notification.<br/>
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'''To trigger a notification''':
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* On the '''Agreement Details''' page, in the left pane, click '''Team'''.<br/>
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* On the '''Agreement Team'''page, click   along '''Add'''.<br/>
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* On the '''Add User''' page, select the appropriate user and the role of the user.<br/>
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* Select the '''Send Notification''' checkbox to send the notification to the user you added.  
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'''Note''': You can select the '''Send Notification''' checkbox to send notification to the user you may have removed.
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Latest revision as of 11:51, 17 December 2021

Trigger Notification

Notifications keep you informed about the contract activities carried out by various users. It provides updates on all contract activities in the form of notifications. You can view these notifications under the Alerts tab.

The Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team.

Before triggering a notification, you need to create an agreement and add members to the agreement team.

To trigger a notification:

1. Click "Agreements" on the main navigation menu on the top. The Agreement index page opens listing all agreements.

2. On the Agreement index page, click the "View Details" icon on the actions column in the far right for the agreement you want to trigger notifications. The Agreement Details page opens. 

8.0-Notifications-Trigger-1.PNG

2. On the Agreement Details page, in the left pane, click "Team".

8.0-Notifications-Trigger0.PNG

3. On the Agreement "Team" page, click "Add Team Member". The "Add User" drawer opens.
4. On the "Add User" drawer, select the appropriate user and the role of the user.
5. Check the "Send Notification" checkbox to send the notification to the user you added.

 

Note: You can select the "Send Notification" checkbox to send a notification to the user you may have removed.

 

8.0-Notifications-Trigger1.PNG
 
 
 
 
 
 
Related Topics:  Notification Settings | Notifications Dashboard | Create a Subscription | Agreements | Agreement Management
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