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Conga Support

Adding an Event Alert for a Contract Original Expiration Date

You can create and edit an event alert for the original expiration date of a contract.  The components of the event alert  include the date the event alert is sent out, the event owner (person responsible for renewing the contract), the people notified about the contract's expiration date, and the number of days after the first event alert that a reminder email is sent.

To display the Original Exp. Date window,  open the Contract Profile, click Edit Contract in the toolbar (if the Profile is not in edit mode), and then click Icon OrigExpDate.png in the Original Exp Date field.

1.  Click the Create Event check box.

2.  Click  in the Event Owner list, and select the user responsible for renewing the contract.

3.   Click  in the Notification List field to display the  Address Book, and select the users, company contactsexternal people, or distribution list that needs to be notified about the contract's upcoming expiration date.

  • Enter the first few letters of the person's first or last name, or the distribution list name in the Search field, and click 
  • Click on a name or distribution list to select it, adding it to the Addresses list box. Click  Icon Search Clear.png to clear the filter.
  • Click Submit.

4.  (Optional) Make a selection in the Template list to automatically populate several of the fields, and proceed to .

A template will populate the Warn Days, DescriptionNotification Text, Remind Days, and Reminder Text fields with the information provided by the Administrator who created the template.

5.  Populate the required fields if no selection is made in the Template list:

  • Warn Days - enter the number of days prior to the event date that the email alert is sent.
  • Description - enter the text you want  displayed in the subject line of the email alert.
  • Notification Text - enter the text you want in the body of the email alert.

6.  (Optional) Click the Use Reminder check box to send a follow-up email if the event is not completed.  Populate the required fields if no selection is made in the Template list:

  • Remind Days - enter the number of days prior to the event date that the reminder email alert is sent if the expiration date event has not been completed.
  • Reminder Text - enter the text you want displayed in the body of the reminder email alert that is sent if the expiration date event has not been completed.
  • (Optional) Click  in the Reminder List field to display the  Address Book, and select the users, company contactsexternal people, or distribution list that needs to be reminded if the event for the contract's expiration date has not been completed.
    • Make no selections to send the reminder to the same individuals in the Notification List field.

7.  Click OK to close the Original Exp Date window.

8.  Click Save in the toolbar of the Contract Profile screen.

OrigExpDate.png