Overview
The Email Alerts section in Settings lets you manage all notifications related to your contracts. You can toggle pre-listed alerts on or off, adjust their thresholds and frequencies, assign alerts to specific roles, and create new custom alerts tailored to your contract templates.
How to Access Email Alerts
Click on Settings from the left-hand navigation bar.
On the Settings page, click on Email Alerts.
Pre-Listed Alerts
The Email Alerts page displays a set of pre-configured alerts. Each alert can be toggled on or off, and most have customisable settings such as thresholds, frequencies, and alert channels.
Alert of Comment Mentions
Notifies you when someone mentions you in a comment on a contract. Choose between two notification modes:
Real Time: receive a notification immediately when you are mentioned
Consolidated: receive a single consolidated notification covering all mentions over a period
E-Sign Expiry Email Alert
Sends an email to signatories before the e-signing link expires. Use the counter to set the number of days before expiry that the alert should be sent.
Alert Before Expiry Of Contract
Sends an alert before a contract's expiry date. When enabled:
Select the alert channel (Email)
Set when you need the alert (e.g. 30 days before expiry)
Add additional thresholds using the Add button to receive alerts at multiple intervals before expiry
Alert After Expiry Of Contract
Sends an alert after a contract has expired. When enabled:
Select the alert channel (Email)
Set when you need the alert (e.g. 15 days after expiry)
Add additional thresholds using the Add button
Alert on Transition Of Contract Stage
Sends an alert whenever a contract moves from one stage to another. Select Email as the alert channel and toggle on to activate.
Alert on Ageing Of Contract Stage
Sends an alert when a contract has been in the same stage for too long. When enabled:
Set the number of days spent in the same stage after which the alert should be sent
Select the alert channel (Email)
Set the frequency for this alert by selecting the day(s) of the week to repeat on
Alert on Ageing Of Contract Draft
Sends an alert when a contract draft has been inactive for too long. When enabled:
Set the number of days after which the alert should be sent
Select the alert channel (Email)
Set the repeat frequency by day of the week
Alert on Pending Contract Tasks
Sends an alert for tasks that are still pending on a contract. When enabled:
Select the alert channel (Email)
Set the repeat frequency by day of the week
Alert Before Contract Task Deadline
Sends an alert before a contract task's due date. When enabled:
Select the alert channel (Email)
Set the number of days before the due date to send the alert
Alert on Daily Digest Email
Sends a daily summary email covering all contract-related activity and pending items. Select Email as the alert channel and toggle on to activate.
Add Alerts to Role
Click the Add Alerts to Role button at the top right of the Email Alerts page to assign a set of alerts to a specific department or role within your organisation. This ensures that the right team members are notified about relevant contract activities without requiring individual configuration for each user.
Create Custom Alerts
Click the Create Alerts button to set up a new alert tailored to a specific contract template and field.
Select the relevant contract template for the alert
Choose the contract target field that will trigger the alert
Click Save Alert to finalise the setup
Toggle the switch to On to activate the new alert
Conclusion
Keeping email alerts properly configured ensures that no important contract event goes unnoticed, whether it is an approaching expiry date, a stalled draft, or a pending task. Using role-based alerts alongside custom alerts gives you precise control over who gets notified and when, reducing the risk of missed deadlines across your contract portfolio.