Description of alert function
If an administrator or member has specified a “cancellation notification deadline” or “contract end date” in the “document information,” the “document administrator” of the team will automatically receive an email notification on the day one month before these dates.
The “document administrator” can also specify optional alert dates, such as manually specifying only the date of alert notifications, as well as notifications ◯ days before the “cancellation notification deadline” or “contract end date.”
Differences between “alert date,” “cancellation notification deadline” and “contract end date”
Alert date: day that the “document administrator” in the company is notified prior to the cancellation notification deadline
Cancellation notification deadline: deadline specified in the document information for notifying cancellation to other parties of a contract
Contract end date: expiration date of a concluded contract
E.g.: Contract with a 45-day cancellation notification, with cancellation notification deadline specified as August 16
1 month before
July 16
August 16
September 30
Alert date
Cancellation notification deadline
Contract end date
Entered in document information
Setting method
There are two main methods for specifying dates
Specifying manually
Specifying automatically
Each method is outlined as follows.
Specifying manually
Before sending
1.Select the bell symbol in the options section of “04 Check details being sent.”
2. An alert settings screen will open, so please enter an optional alert date and select ON/OFF of the alert.
After sending
1.Alerts can be set from the bell symbol in the “Concluded documents” list.
2. Alerts can also be specified in “Specify alerts” by clicking the relevant document.
3. An alert settings screen will open, so please enter an optional alert date and select ON/OFF of the alert.
Specify automatically (specified based on the date of “cancellation notification deadline” or “contract end date”)
The alert date is one month before the “cancellation notification deadline” or “contract end date” specified in advance.
The alert date is specified as the date initially entered for members without document administrator rights. To change the alert date, request a “document administrator” to make the changes.
1.When sending a document, specify either the “cancellation notification deadline” or “contract end date” of the document information.
2. The alert date can be changed and notes can be added in “04 Check details being sent” before sending the document.
Precautions
Documents with a “cancellation notification deadline” or “contract end date” specified in the document information before this function was first made available [June 28, 2018] are automatically updated with alert notifications.
If there was less than one month to the “cancellation notification deadline” or “contract end date” when this function was first made available [June 28, 2018] or when the alert was set, the alert date will not be set automatically.
If the “cancellation notification deadline” and “contract end date” have both been entered, the “cancellation notification deadline” will be applied.
Enabling the function will automatically specify the “Alert date” shown in the “04 Check details being sent” screen.