Send email to stakeholders
As a contract fulfiller, set up an email to stakeholders to request review of the contract document reviewed and confirm the changes.
Before you begin
Role required: sn_cm_core.contract_fulfiller
About this task
The option to compose an email is available only when the State is Awaiting approval, Awaiting signature, Contract signed or Work in progress.
Procedure
Navigate to your workspace.
Open the contract request.
Select the More Actions
More actions icon icon.
Select Compose email.
In the Compose email pop-up, select the documents to be attached
In the New Email Draft tab, add recipients' email addresses in the To, CC, and BCC fields as appropriate.
Enter the subject of the email in the Subject field.
By default, the short description of the request is populated in the Subject field.
Compose an email body.
| Action | Steps |
|---|---|
| Enter your own message. | Enter your message in the text box. |
| Use Response templates to insert predefined content into the email body |
|
| Use Email templates to use predefined template |
Note: Only response templates configured for the email channel are available to use. For more information, see Response templates. |
- Send the email immediately or later, or discard it.
| Action | Steps |
|---|---|
| Send the email immediately | To send the email immediately, select Send email. |
| Send the email later |
|
| Discard the email | To discard the email, select Discard draft. |
Result
After the email is sent, it is added to the activity stream on the request form. Emails you receive from others are also added to the activity stream.
To see a list of available default email notifications, go to All > System Notifications > Notifications and search for the Contracts Support category.
For more information, see Create an email notification.
Parent Topic:Using Contract Management Pro