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Broadcast

Broadcast feature is used to send messages about a certain Agreement or a Request to multiple stakeholders at the same time. You can attach the relevant documents to the message and also provide a link to the entity.

To broadcast a message:

1. Click "Agreements" on the navigation menu on the top. The "Agreements" index page opens displaying a list of Agreements.

2. Click the "View Details" eye icon in the far right of the listed agreement you want to broadcast. The "Agreements" details page opens.

3. Click "Broadcast" among the functional buttons listed on the right of the details page. The "Broadcast" drawer slides from the right with two tabs of  “Details” and “Attachments”.

If the number of the functional buttons displayed is more on a page, the broadcast button is shown under the more action’s submenu indicated by three dots (“…”). The “Broadcast” submenu is controlled through ICI “Role Action Mapping” functionality.

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Details

Fill in the required details in the given fields:

1. In the To, Cc, and Bcc fields, you cannot type the names directly into the fields. Click the Add User RTENOTITLE icon to select and add recipients for the message. The Search User window opens. You can either search the desired user using the search bar or select the Internal, Third Party users along with their roles displayed under the respective tabs.

RTENOTITLE

2. Type appropriate subject and message in the respective fields. You can format your message using the ribbon.

3. You can also provide a link to the Request or Agreement. The recipients can use this link to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.

RTENOTITLE

Attachments

4. You can see a list of all the relevant documents in this tab along with the basic details of the document such as name, version, format, Notes and association Linkage Type (if technical configuration enabled). Select the desired documents you wish to attach to the mail. 

7.15 586492 24.png

5. Click Broadcast. A Broadcast Successful message is displayed.

6. Click OK. All the email notification sent are saved in the Notes tab. 

RTENOTITLE
 
 
 
Related Topics: Agreements | Agreement Details Page