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 broadcast 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.
Fill in the required details in the given fields:
1. In the To, Cc, and Bcc fields, Click the "Select User" icon. You cannot type the names directly into the fields. The "Select User" drawer slides from the right.
3. Select "Include agreement link in this message" to access the Request or Agreement directly from the Broadcast email, instead of logging into ICI and searching for that Request or Agreement.
You can see a list of all the relevant documents with the related basic details displayed in a grid:
4. Select the desired documents you wish to attach to the mail.
5. Click "Broadcast". A Broadcast Successful message is displayed.
All the broadcast email notifications sent are saved in the "Notes" tab on the Agreements left pane if the option "Capture Broadcast Message in the Notes Section" is marked "Yes" on Application Settings.