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Setting alerts with Conga Collaborate Signals

What

Conga Collaborate Signals send email alerts that are triggered by specific activity within your account.  They also allow for scheduled digest emails of activity within your account.

Signals are only visible to the user who created them.  So a signal configured by User A will not be visible to User B, even if User B is an Administrator.

Why

Signals allow you to set up an alert to send to a manager anytime his/her report publishes a document, schedule weekly summaries of documents created off of a certain template, or notify the CEO when a proposal over a certain value is closed.  Using document statuses, events, tags, and other pieces of information, you can create customized alerts that fit your business needs.

How

  1. From your user drop down in the top right corner, select Administration.
  2. Click Signals.
  3. Click New Alert on the right-hand side of the page.
  4. Choose the Document Type you want to trigger the alert.
  5. Click Continue.
  6. In Alert Options, choose which document attributes or Conga Collaborate events that you want to trigger the alert. Available options are:
    • Owner
    • Title
    • Value
    • Tag
    • Status
    • Events

    Owner, Title, Value, and Tag will not trigger the alert until the document is published.

  7. Click Continue.
  8. In Delivery:
    • Fill out Alert Name with a descriptive name.
    • Choose the alert frequency.
    • Choose the alert recipients.

      Recipients will have to be Reports of your user in the Relationships tab in your User Profile in order to be available as a recipient.

  9. Click Create.
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