Monday, April 13, 2015

Quarterly Compliance Notifications with Contract Guardain

A client recently indicated that they needed a contract compliance notification to go out quarterly on the 15th of the month.  

So, how do you accomplish that task with Contract Guardian?

  • The first step is to create a user defined date field that the notification can reference
  • Assign an appropriate caption
  • Define the initial starting date…in this case it is 4/15/15
  • Define the auto advance quantity (3 since we want it every 3 months)
  • Select Months for the Advance Duration
Contract Management User Defined Field

  • Add the quarterly review date field to the appropriate contract type

  • After the creation of the contract you will see the date with the default value.

  • Create the Email Notification 
  • Reference the Quarterly Review Date and use the exact date
  • The email will be sent on exactly that date and then automatically add 3 months to the date so that it will go out on the 15th of the next quarter

Leveraging the email notifications with the user defined fields and advance quantity options provides fast amount of flexibility in your notification capabilities.

Learn more about Contract Guardian by calling 513.977.4544 or request a demonstration

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