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Copying an Event Alert Template

Once an Administrator has created an Event Alert Template, the Copy feature can be used to quickly create a new template if much of the same information will be used in the new template.

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A

Navigation Toolbar

Click on Admin to display your administrator functions, and select Event Alert Templates to display the Event Alerts Templates browse screen.

Note: If the Event Alert Templates link is not in your Admin menu, you do not have the permissions to use this feature.

B

New Template button

Click to display the Event Template Edit screen.

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C

Copy From list

Locate the event alert template you want to copy, and click on it to select it. The Event Description, Event Notification, and Event Reminder fields are automatically populated.

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D

Template Name field

Enter a name for the template. Remember to be consistent and specific in naming templates so that users will be able to easily identify the correct template when making their selection.

E

Event Description field

Update the description of the event, as needed. The information in this field displays in the Event Info section of the email message that is sent to the event owner and all the recipients designated by the user who creates the event alert.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

F

Event Notification field

Update the actions that need to be taken by the event owner or the other recipients of the event alert email message, and/or update the additional information for the event. The information in this field displays in the Event Info section of the email message that is sent to the event owner and all the recipients designated by the user who creates the event alert.

G

Event Reminder field

Update the reminder email message for the event, which will be sent to the event owner and/or other recipients if the event is not completed (or closed) prior to the Reminder Date. The information in this field displays in the Event Info section of the email message that is sent to the event owner and all the recipients designated by the user who creates the event alert.

Note: The Reminder Date is the date on which an event alert (email message) is sent out by the Novatus system, reminding recipients of an upcoming event. The Reminder Event Alert Date = Event Date – Number of Reminder Days (i.e., number of days entered into the Reminder Days field in the Term and Renewal Event in the Contract Profile). date

 

H

Warn Days field

Enter the number of days prior to the event date that you want the Novatus system to send an email message to recipients, notifying them of the event.

Note: The email message contains the text entered in the Event Notification field (Step F).

I

Remind Days field

Enter the number of days prior to the event date that you want the Novatus system to send a reminder email message to recipients.

Note: The email message contains the text entered in the Event Reminder field (Step G).

J

Save button

Click to save your information and add the event alert template using the Copy feature.