| Line 7: | Line 7: | ||
Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team. | Trigger Notification feature allows sending a notification to the member that is added or removed from an agreement team. | ||
| − | '''To | + | Before triggering a notification, you need to create an agreement and add members to the agreement team. |
| + | |||
| + | '''To create an agreement''': <br/> | ||
1. On the ICM Dashboard, click '''Agreement Management'''. <br/> | 1. On the ICM Dashboard, click '''Agreement Management'''. <br/> | ||
2. On the '''Agreement Management''' page, click '''Create Agreement'''. <br/> | 2. On the '''Agreement Management''' page, click '''Create Agreement'''. <br/> | ||
| Line 55: | Line 57: | ||
-'''Create and Send for Approval''': Click this button to create and send the agreement for approval.<br/> | -'''Create and Send for Approval''': Click this button to create and send the agreement for approval.<br/> | ||
| − | On the '''Agreement Details''' page, in the left pane, click '''Team'''. | + | Let us understand how to trigger a notification.<br/> |
| + | |||
| + | '''To trigger a notification''': | ||
| + | |||
| + | 1.On the '''Agreement Details''' page, in the left pane, click '''Team'''.<br/> | ||
| + | 2.On the '''Agreement Team'''page, click along '''Add'''.<br/> | ||
| + | 3.On the '''Add User''' page, select the appropriate user and the role of the user.<br/> | ||
| + | 3.Select the '''Send Notification''' checkbox to send the notification to the user you added. | ||
| + | |||
| + | '''Note''': You can select the '''Send Notification''' checkbox to send notification to the user you may have removed. | ||
Revision as of 13:43, 30 August 2016
Home > Agreements > 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 Notifications tab.
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 create an agreement:
1. On the ICM Dashboard, click Agreement Management.
2. On the Agreement Management page, click Create Agreement.
3. The Create Agreement page consists of four tabs.
A. Contract Type Details B. Attributes C. Select Template D. Verify
A.Contract Type Details
| Field | Action |
|---|---|
| Category | Select relevant category |
| Contract Type Name | Select appropriate contract type name |
| Type Of Paper | Select appropriate type of paper |
| Note: Depending on the type of paper you select, tabs appear differently: - 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. |
B. Attributes
The fields that appear in Attributes tab depend on the Contract Type you selected. Enter the necessary information on this page and click Next.
C. Select Template
Select the appropriate template from the available list.
D. Verify
The Verify page consists of four buttons.
-Previous: Click this button to go back to the earlier screen.
- Create: Click this button to create the agreement.
-Create and Publish: Click this button to create and publish the agreement.
-Create and Send for Approval: Click this button to create and send the agreement for approval.
Let us understand how to trigger a notification.
To trigger a notification:
1.On the Agreement Details page, in the left pane, click Team.
2.On the Agreement Teampage, click along Add.
3.On the Add User page, select the appropriate user and the role of the user.
3.Select the Send Notification checkbox to send the notification to the user you added.
Note: You can select the Send Notification checkbox to send notification to the user you may have removed.
