Platform

Support center CLM CLM Builder Collaborators in Titan CLM Remind Collaborators

Remind Collaborators

Remind collaborators to review or comment on a contract using the dynamic configuration.

Remind the collaborators per contract by sending them an email to prompt them to edit the contents of a document or add comments.

Note:

Prerequisite:

Set up the collaborator permissions. Click here for more information.

Configure reminder emails for collaborators as follows:

Under Settings, click the Limit/Reminder tab to open it.
Click the Collaborator Auto Reminder checkbox. The status “Not Set” is shown, and a Configure button is added.
Click the Configure button. The Auto Reminder screen opens.

Add the number of days for the first and second reminders. The reminders will be sent these set number of days after the first email for collaboration was sent.

Note:

Only natural numbers can be added (N=1, 2, 3 …).

Note:

The configure status is changed to “Set”:

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Under Settings, click the Emails tab to expand the options.
Scroll down to the Collaborator Reminder option.
Click in the Collaborator Reminder checkbox. The status “Not Set” is shown, and an Edit button is added.
Click the Edit button. The Custom Message screen opens with a default email message.