One email per day or one email per contract

At present you receive one email per contract for date of notices. If you feel that you receive too many reminders you can opt to receive just one email per day that shows all new and still pending contracts.

To do so, login and go to your user profile and select the option “mail per day” : mailperday

At the same time you can select the preferred language of your email reminders.


Changing contract and event status from the dashboard

Following options have been added to the pending date of notices in the dashboard section:

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1.change of contract status

By clicking on the symbols you can change the contract status directly without the need to open the contract first. The meaning of the symbols can be seen by hovering your mouse over the icons.

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This symbol is being used to confirm the automatic contract extension.

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Sets the contract status to “Contract cancelled”.

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Set the contract status to “Contract will expire”

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This symbol will change the status to “successive contract created” and will immediately copy all data of the existing contract so that you can amend data if necessary for the new contract.

2.change the contract reminder date

For contracts with a long negotiation cycle you may want to receive a new reminder in future for that contract and stop the sending every 2 days of a reminder. In this field you can enter the new date you want to get reminded.

For all action based on these icons, you will first need to confirm it like:

confirmation

3.Open pdf files in your browser instead of downloading

If you click on the document description, the document will be downloaded to your computer and openend in the application as it has always been sofar.

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If you click on the icon preceding the document description, the document will be opened in your browser instead. Some browser versions do need an addin for this.


Changed filter for faster loading

Some minor changes have been made to the contract and document filter in order to speed up loading of contracts. The major change is that if you need to filter by department, user etc. the options or not being shown anymore directly in the filter list but you will need to click on “select entries” and save your selection:

filter-dep


App Settings

In this section you can customize date formats, thousand separators, logos and color schemes.
Hoover over the “Quicklinks” and select the option “App settings”.

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You will see following options and most will be self explanatory:

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Date format:

Change between dd/mm/yyyy or mm/dd/yyyy

Language:

German or english

Separators:

Full stop or comma

Layout:

Your prefered color scheme that can be set for all new users you will add to the system.

Mailing:

For new users you can set the default mailing option to either receive a single email per contract or a single email per day containing all contract reminders.

Upload size:

With this option you can increase the size of the documents that users can upload.

Mail subject:

With this option you can set the text shown in email reminders of single emails per contract:

Logo:

You can replace the Contract Alert logo by using yours. Best is to create an image file with the sizes of 960 x 60 pixels.

This will replace the blue area:

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Contract information

Some additional information is shown on top of a contract to easily verify if the reminder date is set properly and to verify if all information’s have been entered:

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As usual you can hover over the email icon to receive additional information. Only events are being counted that have an active status.