The Alert function is an automatic alert email sent to the document creator XX days prior to the "Contract Date" of the document. The number of alert days can be changed per document
*Alert function is available only for paid plan users.
*The alert function is available for both "e-Signature" and "ScanTime".
1. How to set up per document
a. When uploading documents, setup from “Advanced Settings” at the bottom.
e-Signature： when sending new documents or sending documents from a template
ScanTime： when importing documents
b. Setup from “Contract Metadate” on the document detail page
[How to set up]
On the above screen, enter the “Contact start date, Contact end date” and “Trade End Date” and set the “Alert Date”.
*The “Alert Date” can be entered as a number from 1 to 999.
*If you enter the transaction date and do not need an alert, leave “Alert Date” blank.
3. e-Signature： Fill in the other required fields, set the fields, and submit the document. *Prepare Document for Requesting an E-Signature
2. How to default to group documents
If the group owner sets the default number of alert days in the Team settings screen, it will be displayed as the default value when documents are sent.
*If you setup an alert date for a past document, or edit the alert date, you can do so from the document details page.
1. Team > Settings > Email Settings > Send alert about contract end date
2. Click “Edit” to set the alert date (1-999 days).
*Example of alert e-mail