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Managing Advanced Notification Settings for Deadline Digests

As a Concord administrator, you can now centrally manage notification settings for deadline digests across your organization. This powerful feature ensures your team receives consistent reminders about important contract deadlines based on organizational priorities.

Accessing Advanced Notifications

  1. Navigate to Settings.
  2. Select Company from the left menu.
  3. Click on Advanced Notifications.

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Managing Custom Deadline Digests for Views

In the Advanced Notifications menu, you can see all views created by any user within your organization, whether shared or unshared.

  1. Browse the list of views or use the search bar to find a specific view by name.
  2. For each view, you can:
    • See the creator's avatar and name
    • View who has access to this view
    • Activate or deactivate the digest using the toggle switch
    • Configure the digest frequency

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Configuring Digest Frequency

To set how often users receive deadline digests for a particular view:

  1. Locate the view in the Advanced Notifications menu.
  2. Click on the frequency dropdown menu.
  3. Select the time unit (days, weeks, months, or years).
  4. Enter a numerical value (whole numbers only).
  5. Save your settings. 

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Users will receive digests according to this schedule and cannot deactivate these admin-configured notifications.

Managing Recipients for Digests

You can add or remove users who receive digests for specific views:

  1. Click the sharing option next to the view name.
  2. Add new recipients by entering their email addresses or names.
  3. Remove current recipients by clicking on the avatars.
  4. Save your changes.

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Why does this matter?

Centralized management of deadline digests provides several benefits:

  • Ensures consistent deadline notification across your organization
  • Reduces the risk of missed contract deadlines
  • Allows administrators to enforce notification policies based on organizational priorities
  • Provides flexibility to customize notification frequency for different view types
  • Improves overall contract compliance and risk management

FAQs

Q: Can regular users disable digests that have been set up by administrators?
A: No, when an administrator activates a digest for a custom view, users cannot deactivate it.

Q: Will users see all views in the Advanced Notifications menu?
A: No, only administrators can access the Advanced Notifications menu and see all views across the organization.

Q: Can I set different frequencies for different views?
A: Yes, you can customize the frequency for each individual view based on its importance and urgency.

Q: Do users need to have access to a view to receive its digest?
A: Yes, users must have access to a view (either by creating it themselves or having it shared with them) to receive its digest.

Q: How will users know they are receiving an administrator-configured digest?
A: The digest email will indicate that it has been configured at the organization level by an administrator.