The Events feature is available from both the Company Profile and the Contract Profile. A company event is an important occurrence, such as the date on which a company's insurance certificate expires. An event can be created for a single occurrence, or an event series can be set up for an event that is repeated on a regular basis (i.e., weekly, monthly, or yearly).
Once you create an event, Conga Contracts automatically sends an email message (i.e., event alert) to all the recipients you designate. The message is sent prior to the event date, and you determine the number of days prior to the event date that the message will be sent. If you choose to set up a reminder for the event, which is simply a follow-up email reminding recipients about the upcoming event, you can set the date the reminder email is sent out and also select the individuals who receive the follow-up email message about the event.
Conga Contracts will automatically generate weekly (or daily) Event Notification Reports and email the reports to the event owner, as well as those users who subscribe to the event. These reports are designed to help event owners in identifying the events that need to be completed or closed.
Although the linked tasks below were written for a contract event, the steps in each task also apply to a company event.
You can perform the following tasks from the Events browse screen:
You can perform the following tasks from the individual Event Profiles:
- Create an event
- Edit an event
- Subscribe or unsubscribe to an event
- Complete an event
- Close an event series
- Delete an event
- View an event's completion history
Understanding the way in which events are managed in Conga Contracts will help you in setting up your event alerts.