Obligation Notifications
Conga CLM sends email notifications to obligation assignees, reviewers, and contract managers at key stages in the obligation lifecycle. The table below lists each notification trigger, who receives it, and when it is sent.
| Trigger | Recipient | Sent |
|---|---|---|
| Obligation created or assigned | Assignee and reviewer user (or user group members) | Immediately |
| Contract activated | Assignee and reviewer user (or user group members) Note: For buy-side contracts, where the accountable party is external and the assignee is the supplier contact, the notification is sent to the supplier contact assigned to the obligation. | Immediately |
| Contract manager changes the assignee or reviewer (before or after activation) | New assignee or reviewer user (or user group members) Note: The previous assignee stops receiving all notifications and reminders for the obligation fulfillment. | Immediately; all future reminders go to the new user only |
| Assignee submits a fulfillment record | Reviewer (or user group members) | Immediately |
| Reviewer accepts a fulfillment record | Assignee, Reviewer (or user group members) | Immediately |
| Reviewer rejects a fulfillment record | Assignee, Reviewer (or user group members) | Immediately |
| Reviewer requests more information | Assignee | Immediately |
| Obligation due date approaching | Assignee | 7 days before the due date |
| Obligation due today | Assignee | Day of the due date, at 10:00 AM (organization time zone) Note: Includes active contract's obligation fulfillments in Pending Fulfillment status. |
| Obligation overdue | Assignee | 7 days after the due date, at 10:00 AM (organization time zone), if still in Pending Fulfillment |