You need the Global Messaging Adminpermissionto send aglobal message, which is a quick and effective means of communicating with program users about activities and key dates associated with the companies, contracts, and projects that are created, managed, and stored in Conga Contracts. A Global Messaging Admin can send a broadcast message to a single group of users who hold a specific role, several groups of users, or all program users. If you do not assign a Role to a Global Message, it will be visible to all users.
Click theGear Iconin theNavigation Toolbar,and click the Global Messaging link in the menu.
In the Global Messages screen, clickNew Messagein the toolbar.
In the New Global Messages screen, populate the following fields:
Subject- Enter the subject of the global message.The information in this field displays as the message header in user Dashboards.
Priority- SelectInformation,Warning, orAlertto identify the importance of the message.
Start Date- Use the calendar to select the date the message should first appear in user Dashboards.
(Optional)End Date- Use the calendar to select the date the message should be removed from user Dashboards.
Message Body- Enter (or paste) the global message in the field.The information in this field displays under the message header in user Dashboards.
(Optional) Use the Formatting Toolbar to format the text in your message.
(Optional) Add an active link to your message:
Click in the Formatting Toolbar.
In theInsert Linkwindow, populate the following fields, and then clickOk:
(Optional)Text to Display- field is auto-populated with the information from the URL field, but you can edit the text if you want the change the way in which the link is displayed in the global message.
(Optional)Title- enter a title for the link.
Target- defaults to New Page, which indicates that the link will open in a new browser window and is currently the only option.
In the Roles section, select the check box for each userrolethat should receive the global message.