| Line 9: | Line 9: | ||
1. '''Click''' the ''Notification Settings'' tile On the ''User Administration'' page. The ''Notification Settings'' page appears. | 1. '''Click''' the ''Notification Settings'' tile On the ''User Administration'' page. The ''Notification Settings'' page appears. | ||
| − | + | ||
| − | 2. '''Click''' ''Create Notification Category'' | + | 2. '''Click''' the ''Create Notification Category ''button.'' '' |
| − | <div class="image-green-border">[[File: | + | <div class="image-green-border">[[File:Notifications Settings all notification categories 7.8.PNG]]<br/> </div> <div class="image-green-border">3. The ''Details'' tab opens.</div> |
4. The created category appears on the ''All Notifications Category'' page. | 4. The created category appears on the ''All Notifications Category'' page. | ||
| − | <div class="image-green-border">[[File:Create | + | <div class="image-green-border">[[File:Create Notification Category Details tab 7.8.PNG]]<br/> </div> |
| − | '''Type''' an appropriate category name in the ''Category Name'' box, and '''click''' ''Save''. | + | 5. '''Type''' an appropriate category name in the ''Category Name'' box, and '''click''' ''Save''. |
== Editing Notification Categories == | == Editing Notification Categories == | ||
| Line 23: | Line 23: | ||
1. '''Click''' the ''Notification Settings'' tile on the ''User Administration'' page. The ''Notification Settings'' page opens. | 1. '''Click''' the ''Notification Settings'' tile on the ''User Administration'' page. The ''Notification Settings'' page opens. | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | 2. '''Select''' the desired entity check box in the ''Notification Category Name'' panel and '''click''' the ''Edit ''button. The ''Details'' tab opens. | |
| + | 3. '''Type''' or '''update''' the category name In the ''Category Name'' box, and '''click''' ''Update''. | ||
| + | <div class="image-green-border">[[File:Edit notification category 7.8.PNG]]</div> | ||
4. The updated notification category name appears on the ''All Notifications Category'' page. | 4. The updated notification category name appears on the ''All Notifications Category'' page. | ||
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To add recipients: | To add recipients: | ||
| − | 1. '''Click '''the | + | 1. '''Click '''the ''Add Recipients ''icon. The ''Add Recipients'' window opens. |
2. '''Select''' ''User Roles ''such as Approver, Internal Reviewer etc. | 2. '''Select''' ''User Roles ''such as Approver, Internal Reviewer etc. | ||
| Line 87: | Line 85: | ||
6. '''Click''' ''Add''. The user name and role get added in the list. | 6. '''Click''' ''Add''. The user name and role get added in the list. | ||
| − | <div class="image-green-border">[[File:Creating Subscription Add recipients 7.8.png|1000px|Recipients tab]]</div> <div class="note-box">'''Note''': You can tag users in the Notifications Template using their usernames or Email IDs.</div> | + | <div class="image-green-border">[[File:Creating Subscription Add recipients 7.8.png|1000px|Recipients tab]]</div> |
| + | | ||
| + | <div class="note-box">'''Note''': You can tag users in the Notifications Template using their usernames or Email IDs.</div> | ||
7. '''Click''' ''Next''. The ''Verify'' tab opens. | 7. '''Click''' ''Next''. The ''Verify'' tab opens. | ||
Revision as of 09:13, 14 May 2019
Contents
Notification Settings
Creating Notification Categories
As an administrator, you can create various notification categories. These categories are then visible to the respective users under the Notifications tile. When creating a subscription, you can place your subscription in the appropriate notification category.
To create a notifications category:
1. Click the Notification Settings tile On the User Administration page. The Notification Settings page appears.
2. Click the Create Notification Category button.
4. The created category appears on the All Notifications Category page.
5. Type an appropriate category name in the Category Name box, and click Save.
Editing Notification Categories
As an administrator, you can create as well as edit various notification categories.
To edit a notification category:
1. Click the Notification Settings tile on the User Administration page. The Notification Settings page opens.
2. Select the desired entity check box in the Notification Category Name panel and click the Edit button. The Details tab opens.
3. Type or update the category name In the Category Name box, and click Update.
4. The updated notification category name appears on the All Notifications Category page.
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 to be sent.
- Define the event for which it will be sent.
To create a subscription:
1. Click the Notification Settings tile on the User Administration page. The All Notifications Category page opens. 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.
2. Click the Subscription tile. The Subscriptions page opens. 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.
3. Click the Create Subscription button. The Create Subscription page opens.
There are four tabs on this page:
- Details
- Template
- Recipient
- Verify
Details
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
On the Template tab, define a template for user notifications and email notifications:
- Type appropriate subject in the Template Subject box. 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 open.
Recipient
To add recipients:
1. Click the Add Recipients icon. The Add Recipients window opens.
2. Select User Roles such as Approver, Internal Reviewer etc.
3. Select User Attributes such as Created By, Modified by etc.
4. Check the Action User box if necessary.
5. Select a desired user from the displayed list or search a user using the search bar.
6. Click Add. The user name and role get added in the list.
7. Click Next. The Verify tab opens.
Verify
On this tab, verify all the information you entered for the Subscription.
Click Save 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.
Related Topics: Agreement Management | Managing Organization | Managing Users | Managing User Groups | Managing Security Groups | Application Settings | Currencies | Reasons | Deleting an Agreement | Search Sync | Legacy Upload |
