Once a user with the List Admin permissioncreatesanevent alert template, the Copy feature can be used to quickly create a new template if much of the same information will be used in the new template.
Click the Gear Icon in theNavigation Toolbar, and click the Event Alert Templates link in the menu.
In the Event Alert Templates browse screen,locatethe template you want to copy, and click it to select it.
In the Event Template screen, clickEditin the toolbar.
In the Event Template Edit screen, select the template you want to copy in theCopy Fromlist.
In the Template Data section of the screen, make the necessary updates:
Template Namefield - change the name of the template by providing a concise and descriptive name that will ensure users select the correct template when creating an event or adding an event alert for a contract's original expiration date.
(Optional)Event Descriptionfield - update the description of the template.
(Optional)Event Notificationfield - update 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.
(Optional)Event Reminder field (works in conjunction withRemind Daysfield) - change the 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).
(Optional)Warn Daysfield - change 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 theNotification Date.Notification Date = Event Date - Number of Warn Days(number of days in theWarn Daysfield when creating an event).
(Optional)Remind Daysfield (works in conjunction withEvent Reminderfield) - change the number of days prior to theevent datethat you want a reminder email message sent to recipients.