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Editing an Event Alert Template

Administrator can update an event alert template by changing its name or the description of the event. An Administrator can also change the content of the message sent to the individuals who will receive notification of the event, and the reminder message that is sent if no action is taken after the first message is sent, as well as the date on which the event alert (email message) is sent out.

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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 present, you do not have permission to use this feature.

B

Event Alert Template records

Locate the event alert template you want to edit, and click on it to display its Event Template Edit screen.

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C

Copy From list

If you want to select a template, or change the template used as the basis for this event alert template, make the appropriate selection in the list. The Event Description, Event Notification, Event Reminder, Warn Days, and Remind Days fields are auto-populated (or replaced) with information from the selected template. See Copying an Event Alert Template for more information.

D

Template Name field

If you want to change the name of the template, click in the field and type over the existing text. 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

If you want to change the description of the event, click in the field and type over the existing text. 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

If you want to edit the information about the event or the actions that need to be taken by the event owner and/or other recipients of the event alert email message, click in the field and type over the existing text. 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

If you want to edit the reminder email message, which is sent to the event owner and/or other recipients if the event is not completed (or closed) prior to the Reminder Date, click in the field and type over the existing text. 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).

H

Warn Days field

If you want to edit 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, click in the field and update the number.

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

I

Remind Days field

If you want to edit the number of days prior to the Notification Date that you want the Novatus system to send a reminder email message to recipients, click in the field and update the number.

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

J

Save button

Click to save your updates and edit the information for the event alert template.