Many companies have individuals responsible for maintaining specific Folders in ContractSafe. Maybe Rob is responsible for maintaining the HR and Legal Folders. Suzanne oversees Finance and Corporate. And so on. In ContractSafe you can easily choose who gets notified when new contracts are added to a folder.
- Simply go to Settings > Users.
- A Users table should appear. Look for the gear icon adjacent to the user you'd like to notify.
- A small window should appear. If you press "More" a dropdown under New Contract Notifications should appear.
- Click the dropdown, and select how you want the user to receive notifications.
- All folders with access - The user will be notified whenever a contract has been added to all of the folders the user has access to.
- Choose which folders - You are given the option to choose specific folders that will trigger a notification whenever a contract has been added. Checkboxes adjacent to the folders will appear for your selection.
- None - No notification will be sent to the user.
Lastly, don't forget to click on the blue Save button.
Afraid of spamming your colleagues with multiple new contract notifications? Don't worry...if you add a bunch of new contracts at once, we only send them one notification (with all the contracts listed).
Please reach out to support@contractsafe.com for any questions.