Friday, February 7, 2014

Contract Management email notifications with mail merge available in Contract Guardian

Use mail merge to create email notifications for Contract Managements

You use mail merge when you want to create a more professional and personal email notification within Contract Guardian.  For example: If you are a hospital that wishes to create a personalized notification of a physician agreement that will lapse, you could include within the body of the notification all core fields and user defined fields for that contract type.

The mail merge process for contract management email notifications uses the following overall steps:

  1. Set up the main contract notification document. The main document contains the text and graphics that are the same for each version of the merged document — for example, the name of the other party.  (Physician, Vendor, Company, etc.).
  2. Insert the fields into the notification template.   Using the email notification system, select the field you wish to show in the email and insert it into the body of the document.   For example, the names and addresses of the vendor.
  3. Contract Guardian does the rest.  It will automatically trigger the notifications and deliver it to the appropriate individuals based on the rules of the notification.  
  4. Note: This is a onetime process.  Once you setup an email notification and provide the merged fields, you can set it and forget it.  
Below is an illustration of the merge field integration process:

Learn more about Contract Guardian by calling 513.977.4544 or request a demo.

1 comment:

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