Managing User Notifications in Docs

Overview

All agreement actions within Docs generate email notifications. Docs users can determine which of these emails they receive by subscribing to agreement notification groups. Administrators can set this up for users from with the Manage Users section in Docs.

Email Settings

Docs Party Admins may enable user profiles for notification groups through the "Email Settings" tab of the user profile, accessible through Users & Parties> Manage Users. Administrators should ensure that they subscribe users to the relevant email notifications when creating new user profiles.

User Email Settings are grouped into the following categories, which may be configured by Party to tailor notifications.  Emails may be sent based on the bolded notification groups below, with workflow details denoting actions covered by each group.

Agreement Initiation: New agreement initiated, agreement parties updated, party not found request information

• Agreement initiated and placed in Composition
• Party not found or Visibility Request sent to party admins
• Party not found request rejected by requested party
• Update to the parties on agreement

Rates Workstream: Updates to Rate Schedule workstream

• Rates added or updated
• Bill to party of the agreement updated
• Workstream is ready for approval by all parties
• Agreement workstream approved
• Workstream rejected by a party
• Execution phase approver rejected one or more workstreams, putting the agreement back into Composition status

Legal Workstream: Updates to Legal Language workstream

• Agreement jurisdiction added or updated
• Legal text of agreement updated
• Execution phase approver rejected one or more workstreams, putting the agreement back into Composition status
• Agreement workstream approved
• Workstream is ready for approval by all parties
• Workstream rejected by a party

Clearing Account Workstream: Updates to Clearing Account workstream

• Clearing accounts added/updated
• Agreement workstream approved
• Execution phase approver rejected one or more workstreams, putting the agreement back into Composition status
• Workstream is ready for approval by all parties
• Workstream rejected by a party

Agreement Execution: Agreement updates while in Execution state

• Agreement approved by single party on the agreement
• Agreement executed by all parties to the agreement
• Agreement ready to be approved by all parties to the agreement

Agreement Termination: Agreement termination date set and agreement terminated

• Date set for agreement termination
• Agreement terminated

Agreement Comments and Dates: Comments added to agreement and updates to agreement dates

• Comment added to the agreement
• Dates on the agreement updated while agreement is in Composition

Transition Notices: Transition notices, new notices available, and notice rejections

• Transition notice issued
• Transition notice rejected
  

Section 2 Notices: Section 2 notice emails

• Section 2 notice issued

Opting out of Email Notifications

Users who do not wish to receive emails may do so by having their Admin remove all email permissions. Note that some email notifications (such as Section 2 notices) cannot be unsubscribed.