Creating an Alert within a Contract Document record
- Navigate to Contracts
- Find the specific Contract record and open
- Go to the Documents tab
- Find the specific Document record and open
- Use the expand button on the top right of the pop up to open the record fully and see its sub tab details
- Scroll to the bottom of the form to the sub tabs, select the Alert tab
Fig 1 - Contract Document Alert tab
- Press [New], you will be presented with the Create Alert form with the Contract Document link already defaulted
Fig 2 - Contract Document Alert
- Complete as per Alert instructions here
Creating an Alert within a Contract Amendment record
- Navigate to Contracts
- Find the specific Contract record and open
- Go to the Amendment tab
- Find the specific Amendment record and open
- Use the expand button on the top right of the pop up to open the record fully and see its sub tab details
- Scroll to the bottom of the form to the sub tabs, select the Alert tab
Fig 3 - Contract Amendment Alert tab
- Press [New], you will be presented with the Create Alert form with the Amendment link already defaulted
Fig 4 - Contract Amendment Alert
- Complete as Alert instructions here
Creating an Alert within a Party Document record
- Navigate to Parties
- Find the specific Party record and open
- Go to the Documents tab
- Find the specific Document record and open
- Use the expand button on the top right of the pop up to open the record fully and see its sub tab details
- Scroll to the bottom of the form to the sub tabs, select the Alert tab
Fig 3 - Contract Amendment Alert tab
- Press [New], you will be presented with the Create Alert form with the Document link already defaulted
Fig 4 - Contract Amendment Alert
- Complete as Alert instructions here