Create a Subscription - Revision history

AmolR at 11:37, 20 January 2022

2022-01-20T11:37:14Z

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WikiSysop at 04:17, 20 December 2021

2021-12-20T04:17:08Z

WikiSysop at 04:15, 20 December 2021

2021-12-20T04:15:14Z

AR at 08:39, 15 December 2021

2021-12-15T08:39:02Z

AR at 08:37, 15 December 2021

2021-12-15T08:37:17Z

WikiSysop at 07:00, 15 December 2021

2021-12-15T07:00:47Z

WikiSysop at 07:00, 15 December 2021

2021-12-15T07:00:20Z

WikiSysop at 06:59, 15 December 2021

2021-12-15T06:59:37Z

WikiSysop at 06:25, 13 December 2021

2021-12-13T06:25:01Z

Shefali DK at 20:01, 7 December 2021

2021-12-07T20:01:31Z

@@ Line 90: / Line 90: @@
 <div class="image-green-border">[[File:8.0-Subscription7.PNG|720px|8.0-Subscription7.PNG]]</div>
 .&nbsp;'''Click''' Next. The Associations tab opens.<br/> 8.&nbsp;'''Enter''' the details on Association, Display Preference and Team tabs.<br/> 9.&nbsp;'''Verify''' the details and '''click''' Update. The Associated Document contract type is updated with the Type of Associated Document attribute.
 == Configuring a notification subscription for association attachment&nbsp; ==
@@ Line 98: / Line 99: @@
 .&nbsp;'''Click''' Admin > Notification Settings > Subscription on the Home page. The Subscription page opens.
-<div class="image-green-border">[[File:8.0-Subscription8.PNG|720px|8.0-Subscription8.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Subscription8.PNG|520px|8.0-Subscription8.PNG]]</div>
 . '''Click'''&nbsp;"Create". The "Create Subscription" page opens.
-<div class="image-green-border">[[File:8.0-Subscription.PNG|720px|8.0-Subscription.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Subscription.PNG|520px|8.0-Subscription.PNG]]</div>
 .&nbsp;'''Enter''' the Template Name. For example, Associated Document Attachment.<br/> 4.&nbsp;'''Enter''' the Entity Name for which you want to send notifications. For example, Master Services Agreement.<br/> 5.&nbsp;'''Enter''' the Event Name to trigger notifications. For example, Agreement Approved.<br/> 6.&nbsp;'''Enter''' the Category Name. For example, Agreement Notifications.<br/> 7.&nbsp;'''Enter''' the Notification Mode. For example, '''select''' External.
@@ Line 107: / Line 108: @@
 *Internal: select to send notifications to internal users.
 *External: select to send notifications to external users.&nbsp;
-<div class="image-green-border">[[File:8.0-Subscription9.PNG|720px|8.0-Subscription9.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Subscription9.PNG|520px|8.0-Subscription9.PNG]]</div>
 . '''Click''' Next. The Template page opens.<br/> 9.&nbsp;'''Tag''' the AssociatedDocAttachement attribute for associated documents in the Template. This enables the attachment of Associated Documents in notifications.
 <div class="note-box">'''Note''':&nbsp;The tag AssociatedDocAttachement supports attachments of associated documents in all ICI supported file formats.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Subscription10.PNG|720px|8.0-Subscription10.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;The associated document tag AssociatedDocAttachement will only be available for selection and tagging in a Notification Template if enabled through technical configuration for an instance.</div>
@@ Line 121: / Line 122: @@
 <div class="image-green-border">[[File:8.0-Subscription12.PNG|720px|8.0-Subscription12.PNG]]</div>
 .&nbsp;'''Click''' Next. The Verify page opens.<br/> 15.&nbsp;'''Verify''' the details and '''click''' "Create". The Subscription is created.
-<div class="image-green-border">[[File:8.0-Subscription13.PNG|720px|8.0-Subscription13.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Subscription13.PNG|520px|8.0-Subscription13.PNG]]</div>
 The configured subscription is displayed on the Subsriptions page.
 <div class="image-green-border">[[File:8.0-Subscription14.PNG|720px|8.0-Subscription14.PNG]]</div>
 == Defining a type of Association while creating Association instance ==

@@ Line 1: / Line 1: @@
 = Creating&nbsp;a Subscription =
@@ Line 19: / Line 20: @@
 *Recipient
 *Verify
-<div><div style="float:left;"><div class="image-green-border">[[File:8.0-Subscription.PNG|720px|8.0-Subscription.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;When creating or editing a subscription, the Administrator&nbsp;must make sure that the language preferences are set to English (United States). Otherwise an information message is displayed. Subscriptions can be created in English only. If you need your subscription in different languages, you can provide the localized content to the ICI&nbsp;configuration team to add it to the database through scripts.&nbsp;</div>
+<div><div style="float:left;"><div class="image-green-border">[[File:8.0-Subscription.PNG|520px|8.0-Subscription.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;When creating or editing a subscription, the Administrator&nbsp;must make sure that the language preferences are set to English (United States). Otherwise an information message is displayed. Subscriptions can be created in English only. If you need your subscription in different languages, you can provide the localized content to the ICI&nbsp;configuration team to add it to the database through scripts.&nbsp;</div>
 '''Details'''

@@ Line 29: / Line 29: @@
 *'''Select''' a Category Name, such as Agreement Notifications.
 *'''Click'''&nbsp;Next. The&nbsp;Template&nbsp;tab opens.
 '''Template'''
+</div>
 On the Template tab, define a template for user notifications and email notifications:

@@ Line 6: / Line 6: @@
 *Define the entity or a task for which the notification to be sent.
 *Define the event for which it will be sent.
-<div><div style="float:left;">
 To create a subscription:
-'''. Click '''the "Notification Settings" option under "Admin" tile and then '''click&nbsp;'''"Subscription". The "Subscriptions" page opens.&nbsp;All the existing subscriptions are displayed on this page such as Agreement Notifications, Clause Notifications. Each subscription groups various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories.
+'''. Click '''the "Notification Settings" option under "Admin" tile and then '''click&nbsp;'''"Subscription". The "Subscriptions" page opens.&nbsp;All the existing subscriptions are displayed on this page such as Agreement Notifications, Clause Notifications. Each subscription groups has various notification templates of various events that fit into the respective category. You can also edit or delete the displayed categories.
 .'''&nbsp;Click''' "Create" on the "Subscriptions" page. The "Create Subscription" page opens.&nbsp;
 There are four tabs on this page:
-<ul style="margin-left: 40px;">
-<li>Details</li>
+*Details
-<li>Template</li>
+*Template
-<li>Recipient</li>
+*Recipient
-<li>Verify</li>
+*Verify
-</ul>
+<div><div style="float:left;"><div class="image-green-border">[[File:8.0-Subscription.PNG|720px|8.0-Subscription.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;When creating or editing a subscription, the Administrator&nbsp;must make sure that the language preferences are set to English (United States). Otherwise an information message is displayed. Subscriptions can be created in English only. If you need your subscription in different languages, you can provide the localized content to the ICI&nbsp;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 the language preferences are set 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&nbsp;configuration team to add it to the database through scripts.&nbsp;</div>
 '''Details'''
 Fill in the mandatory fields:
-<ul style="margin-left: 40px;">
-<li>'''Type'''&nbsp;an appropriate Template Name for the subscription.</li>
+*'''Type'''&nbsp;an appropriate Template Name for the subscription.
-<li>'''Select'''&nbsp;an Entity Name such as Agreement.</li>
+*'''Select'''&nbsp;an Entity Name, such as Agreement.
-<li>'''Select'''&nbsp;an Event Name, such as Agreement Approved.</li>
+*'''Select'''&nbsp;an Event Name, such as Agreement Approved.
-<li>'''Select''' a Category Name such as Agreement Notifications.</li>
+*'''Select''' a Category Name, such as Agreement Notifications.
-<li>'''Click'''&nbsp;Next. The&nbsp;Template&nbsp;tab opens.</li>
+*'''Click'''&nbsp;Next. The&nbsp;Template&nbsp;tab opens.
-</ul>
 </div>
 &nbsp;
@@ Line 43: / Line 37: @@
 On the Template tab, define a template for user notifications and email notifications:
-<ul style="margin-left: 40px;">
-<li>'''Type '''appropriate subject in the Template Subject&nbsp;box. All the notification emails using this template would have this content in the subject line.</li>
+*'''Type '''appropriate subject in the Template Subject&nbsp;box. All the notification emails using this template would have this content in the subject line.
-<li>'''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.</li>
+*'''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.
-<li>'''Click''' Next. The Recipient tab open.</li>
+*'''Click''' Next. The Recipient tab opens.
-</ul>
 <div class="image-green-border">[[File:8.0-Subscription1.PNG|720px|8.0-Subscription1.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 '''Recipient'''
@@ Line 64: / Line 57: @@
 .&nbsp;'''Click''' Add. The user name and role get added in the list.
-<div class="image-green-border">[[File:8.0-Subscription2.PNG|720px|8.0-Subscription2.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Subscription2.PNG|720px|8.0-Subscription2.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>
 &nbsp;
 <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.
@@ Line 72: / Line 63: @@
 On this tab, verify all the information you entered for the Subscription.
-<div class="image-green-border">'''Click'''&nbsp;"Create" to create the Subscription. Notifications will be sent as and when the respective event occurs.</div> <div class="image-green-border">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.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Subscription3.PNG|720px|8.0-Subscription3.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">'''Click'''&nbsp;"Create" to create the Subscription. Notifications will be sent as and when the respective event occurs.</div> <div class="image-green-border">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.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Subscription3.PNG|720px|8.0-Subscription3.PNG]]</div>
 == Configuring the associated document type for attachment&nbsp; ==
@@ Line 79: / Line 70: @@
 Now,&nbsp;
-*Administrators can tag the associated document contract type in the email notification&nbsp;template for agreements, assignment agreements, termination agreements, and<br/> amendments.&nbsp;
+*Administrators can tag the associated document contract type in the email notification&nbsp;template for agreements, assignment agreements, termination agreements, and&nbsp;amendments.&nbsp;
 *Users can define:&nbsp;
 **The type of notification as internal or external.&nbsp;
@@ Line 101: / Line 92: @@
 .&nbsp;'''Click&nbsp;'''Save.&nbsp;The&nbsp;Attribute saved successfully&nbsp;message is displayed.&nbsp;
 <div class="image-green-border">[[File:8.0-Subscription7.PNG|720px|8.0-Subscription7.PNG]]</div>
-.&nbsp;'''Click''' Next. The Associations tab opens.<br/> 8.&nbsp;'''Enter''' the details on Association, Display Preference and Team tabs.<br/> 9.&nbsp;'''Verify''' the details and '''click''' Update. The Associated Document contract type is updated with the Type of Associated Document attribute.<br/> &nbsp;
+.&nbsp;'''Click''' Next. The Associations tab opens.<br/> 8.&nbsp;'''Enter''' the details on Association, Display Preference and Team tabs.<br/> 9.&nbsp;'''Verify''' the details and '''click''' Update. The Associated Document contract type is updated with the Type of Associated Document attribute.
 == Configuring a notification subscription for association attachment&nbsp; ==

@@ Line 12: / Line 12: @@
 .'''&nbsp;Click''' "Create" on the "Subscriptions" page. The "Create Subscription" page opens.&nbsp;
 <div class="image-green-border">[[File:8.0-Subscription.PNG|720px|8.0-Subscription.PNG]]</div>
 &nbsp;

@@ Line 116: / Line 116: @@
 .&nbsp;'''Click''' Admin > Notification Settings > Subscription on the Home page. The Subscription page opens.
-<div class="image-green-border">[[File:8.0-Subscription8.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Subscription8.PNG|720px|8.0-Subscription8.PNG]]</div>
 . '''Click'''&nbsp;"Create". The "Create Subscription" page opens.
-<div class="image-green-border">[[File:8.0-Subscription.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Subscription.PNG|720px|8.0-Subscription.PNG]]</div>
 .&nbsp;'''Enter''' the Template Name. For example, Associated Document Attachment.<br/> 4.&nbsp;'''Enter''' the Entity Name for which you want to send notifications. For example, Master Services Agreement.<br/> 5.&nbsp;'''Enter''' the Event Name to trigger notifications. For example, Agreement Approved.<br/> 6.&nbsp;'''Enter''' the Category Name. For example, Agreement Notifications.<br/> 7.&nbsp;'''Enter''' the Notification Mode. For example, '''select''' External.
@@ Line 125: / Line 125: @@
 *Internal: select to send notifications to internal users.
 *External: select to send notifications to external users.&nbsp;
-<div class="image-green-border">[[File:8.0-Subscription9.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Subscription9.PNG|720px|8.0-Subscription9.PNG]]</div>
 . '''Click''' Next. The Template page opens.<br/> 9.&nbsp;'''Tag''' the AssociatedDocAttachement attribute for associated documents in the Template. This enables the attachment of Associated Documents in notifications.
-<div class="note-box">'''Note''':&nbsp;The tag AssociatedDocAttachement supports attachments of associated documents in all ICI supported file formats.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Subscription10.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;The associated document tag AssociatedDocAttachement will only be available for selection and tagging in a Notification Template if enabled through technical configuration for an instance.</div>
+<div class="note-box">'''Note''':&nbsp;The tag AssociatedDocAttachement supports attachments of associated documents in all ICI supported file formats.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Subscription10.PNG|720px|8.0-Subscription10.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;The associated document tag AssociatedDocAttachement will only be available for selection and tagging in a Notification Template if enabled through technical configuration for an instance.</div>
 .&nbsp;'''Click''' Add Recipients. The "Add Recipients" window opens.
-<div class="image-green-border">[[File:8.0-Subscription2.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Subscription2.PNG|720px|8.0-Subscription2.PNG]]</div>
 . '''Select''' Attributes to send the notification to users added during the creation of an agreement instance. For example, External Signatory.
@@ Line 135: / Line 135: @@
 .&nbsp;'''Select&nbsp;'''Action User&nbsp;checkbox.&nbsp;
-<div class="image-green-border">[[File:8.0-Subscription11.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Subscription11.PNG|720px|8.0-Subscription11.PNG]]</div>
 .&nbsp;'''Click''' Add. The user is added to the Subscription.&nbsp;
-<div class="image-green-border">[[File:8.0-Subscription12.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Subscription12.PNG|720px|8.0-Subscription12.PNG]]</div>
 .&nbsp;'''Click''' Next. The Verify page opens.<br/> 15.&nbsp;'''Verify''' the details and '''click''' "Create". The Subscription is created.
-<div class="image-green-border">[[File:8.0-Subscription13.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Subscription13.PNG|720px|8.0-Subscription13.PNG]]</div>
 The configured subscription is displayed on the Subsriptions page.
-<div class="image-green-border">[[File:8.0-Subscription14.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Subscription14.PNG|720px|8.0-Subscription14.PNG]]</div>
 == Defining a type of Association while creating Association instance ==
@@ Line 149: / Line 149: @@
 . '''Click'''&nbsp;"Agreements" on the "Home" page.<br/> 2.&nbsp;'''Click''' the "View Details" icon corresponding to the agreement you want to open. For example, Master Services Agreement. The agreement Details page opens.<br/> 3.&nbsp;'''Expand''' the Associations tab in the left navigation pane.<br/> 4.&nbsp;'''Click''' the Create Association icon corresponding to the association you want to add to the agreement. For example, Annexure 1. The Create Association page opens.
-<div class="image-green-border">[[File:8.0-Subscription15.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-Subscription15.PNG|720px|8.0-Subscription15.PNG]]</div>
 . '''Select''' the file and upload in the Select File field. For example, Annexure 1 data.xlsx.<br/> 6.&nbsp;'''Select''' the value in the Type of Associated Document attribute. For example, select External.<br/> &nbsp;
@@ Line 161: / Line 161: @@
 The notification will be sent with the attached associated documents to the intended users as per the configured notification subscription for the agreement.<br/> &nbsp;
-<div class="image-green-border">'''Related Topics''': [[User_Administration|User_Administration]] | [[Create_Notification_Categories|Creating Notification Categories]] | [[Create_a_Notification_Rule|Create_a_Notification_Rule]]</div> </div>
+<div class="image-green-border">'''Related Topics''': [[Notification_Settings|Notification Settings]] |&nbsp;[[User_Administration|User_Administration]] | [[Create_Notification_Categories|Creating Notification Categories]] | [[Create_a_Notification_Rule|Create_a_Notification_Rule]]</div> </div>