You need the List Adminpermissionto createevent alert templatesif you want to standardize the messages in the email messages that are sent out, notifying interested parties of upcoming contract and company events. The List Admin can also define the follow-up, or reminder email messages that are automatically sent if no action is taken for the event.
When users set up event alerts, they have the option of using a template with a predefined message and notification date, or creating a unique event alert. Users also have the option of using a template and altering the message text in the event alert, as well as changing the date on which the alert is sent out.
Conga Contracts recommends tailoring the text in an event alert template to reflect your company's work processes. The message text should specify the nature of the event and what action the recipient(s) should take.
Click theGear Iconin theNavigation Toolbar,and click the Event Alert Templates link in the menu.
In the Event Alert Templates browse screen, clickNew Templatein the toolbar.
In the Event Template Edit screen, populate the following:
(Optional)Copy Fromlist - make a selection to add a new template using an existing template. SeeCopying an Event Alert Template.
Template Namefield - enter a concise and descriptive name for the template to ensure users select the correct template when creating an event or adding an event alert for a contract's original expiration date.
Event Descriptionfield - enter a concise description of the event.
Event Notificationfield - enter any actions that need to be taken by the event owner or other recipients of the email message, as well as any additional information about the event.The information in the Event Description and Event Notification fields displays in the Event Info section of the email message that is sent to the event owner and all the recipients designated by the user who creates the event alert.
Event Reminder field (works in conjunction withRemind Daysfield) - enter a reminder email message for the event, which will be sent to the event owner and/or other recipients if the event is not completed (or closed) by theReminder Date.
Reminder Date = Event Date – Number of Reminder Days(number of days in theReminder Daysfield when creating an event).
Warn Daysfield - enter the number of daysprior to the event datethat you want Conga Contracts to send an email message to recipients, notifying them of the event. This date is known as the Notification Date. Notification Date = Event Date - Number of Warn Days (number of days in the Warn Days field when creating an event).
Remind Daysfield (works in conjunction withEvent Reminderfield) - enter the number of days prior to theevent datethat you want a reminder email message sent to recipients.