Pactius Notifications
Get started with notifications in the PACTIUS platform
What are contract notifications and how do they work?
What are contract notifications and how do they work?
Contract notifications are automated email alerts that Pactius sends to users when specific events occur on a contract. All notifications for a given user are collected into a single daily email, so each user receives at most one notification email per day.Note:
What are the requirements for notifications to be sent?
Two conditions must be met before the platform will send notifications for a contract:
- The contract must have the status Approved.
- The relevant user must have a registered e-mail address.
- The contract manager must be assigned on the contract record.
What events trigger contract notifications in Pactius?
Pactius sends notifications for the following events:- Expiry of the contract: If you have set an end date on the contract and specified how many days before the end date you want to receive a notification, the system will send a notification to the contract manager the specified number of days before the contract end date.
- Task fulfilment: If you have enabled notifications on an obligation and specified how many days before the task due date you want to receive a notification, Pactius sends a notification to the person responsible for that obligation the specified number of days before the task due date.
- Expiration of obligation: When a task date passes without the task being marked as completed, and the Activity required setting is enabled on the associated obligation, a notification is sent to the person responsible for the obligation informing them that the obligation is now overdue. The Activity required setting can be configured on the obligation record and indicates that the task must be actively completed by the responsible person.
Note:
Who receives each type of contract notification?
Notification recipients depend on the event type. Pactius always sends notifications about contract expiration to the contract manager. Pactius always sends notifications about task fulfilment and overdue obligations to the person responsible for the individual obligation.