This article is a guide to amending contracts with regards to user email notifications.
This guide contains the following:
- Introduction
- How to add an extra user to receive notifications
- How to edit the party type to receive specific notifications
Introduction
The Master Templates have default settings on the workflows controlling what permissions and notifications party types have. Contracts are set up using the master template but can be amended at contract level to cater for requirements for that particular contract. These amendments can only be made by Admin users.
How to add an extra user to receive notifications
A user can be added as an email recipient on a contract. They do not have to be registered as a company or contract user. Be aware they will receive ALL notifications for the contract. If they are not a contract user, the link in the notification will not open in FastDraft for them.
Select Contract Email Recipients either via contract settings on the left hand navigation panel on the contract
Select Add Email.
Enter the email address and click Save.
The email address will now receive all email notifications for that contract. You can amend or delete the email address at any time.
How to edit the party type to receive specific notifications
All workflows within a contract template detail what action party types/roles can do and which party types receive notifications. Select the contract template from the left hand navigation panel and select the relevant workflow.
Select the workflow group you want to amend, then the Workflows tab, then the individual workflow.
In this example the Early Warnings workflow has been selected. Click on the workflow (e.g. PM Early Warnings) and scroll down to Notify User Filter.
Click on the and select Add Condition.
Click on <enter a value> to see the choices available
Click on Update Workflow.
Update any other workflows within the workflow group with any extra party recipients and when complete click Update Workflow Group.
Once all workflows and workflow groups have been updated click Save Changes.
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