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
  • 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
  • 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
  • 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