CLM notification templates

Triggers for automated e-mail CLM notifications, which are discussed further here, make use of standardised CLM notification templates. You may freely add and edit such templates via the Notifications item:

1. Click Insert to create a new type of notification. Insert a description that is sufficiently self-explanatory for users and then click Save.

Note: the overall look of the notification will be determined by the selected e-mail template, which is defined under the item Configuration Weagree Wizard. Usually, there will not be more than one template available. If there are multiple, however, it is generally recommended that the same template is used for all notifications.

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).

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4. Click the pencil icon to edit the notification’s contents:

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a. The Subject field will be used for the e-mail subject.
b. 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).

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c. 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.
d. Click Save when finished.

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