The Weagree Wizard allows for any number of automated task notifications to increase the effectiveness of the tasks functionality. The templates for these notifications can be created and edited on the Administrator page, under Tasks management > Notifications. Their actual use is governed by triggers, which are discussed further here.
1. To create a new notification template:
a. Click Insert.
b. Insert a description that is sufficiently self-explanatory for users.
c. Select the generic e-mail template that is to be used for this notification.
Note: the overall look of the notification will be determined by the selected e-mail template, which is defined under Configuration Weagree Wizard > Notification templates. Such templates can also be used for notifications in other contexts, such as the CLM or approval workflows. Usually, there will not be more than one template available. For more information, click here.
d. Click Save.
2. Click a notification description to edit its description (or, when applicable, change its template). Click Save when finished.
3. Click a notification’s information icon to see a preview (this combines both the inserted text and the selected e-mail template).
4. To edit the notification’s contents:
a. Click its pen icon.
b. The Subject field will be used for the e-mail subject.
c. The Body field contains the e-mail’s text. Clicking on this field will make a bar with various buttons appear for text-editing purposes.
Note: of particular importance are the two left-most buttons. The first maximizes the edit-field and also displays additional buttons, for example for the insertion of lists or images, for undoing actions, for cutting and pasting, or for directly editing the underlying HTML code. The second button, labelled Tag, opens a dropdown menu of tags that you may use to add variables to your notification (such as the addressee’s name, the contract title or a direct link to the managed contract).
d. If multiple user-interface languages are activated on your Weagree portal, you may add a translation for each. In the text editor’s popup, there will be a subtab for each language. The first is the default language. Click on another subtab and then enable the Use custom text option to insert a translation in the Body field.
e. Click Save.
5. Click Delete to remove any selected notification template.
