Customize notifications when contracts are uploaded or moved around.
Want to know when a new contract is uploaded or moved from one folder to the other? You can choose to be notified when contracts are uploaded to all folders you have access to or just specific folders.
How to set New Contract Notifications:
1. Navigate to Settings>Users
2. Select the Gear Icon adjacent to the user's email.
3. The user specific settings should now appear. Click on the "More" button.
4. A dropdown called "New Contract Notifications" should now appear. Choose between the three options.
- 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.
Note: You must give the User Permissions before you can select specific folders for notification.
If you have any questions or would like more information, please reach out to Customer Success at support@contractsafe.com.