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Last Updated: 2026-04-17
Add Alerts

Add Alerts

Ensure your profile has access to the documents and data fields you want to track with alerts.
The Alerts feature enables you to set up automated email notifications, initiated by data within documents. You can configure alerts for purposes such as contract management, reviews, and assignments. Notifications can be sent hourly, daily, or weekly, and you can apply them to all documents in the workspace. You select which document fields, such as expiration date and review status, launch the alerts. You can select individuals, contract owners, or departments as recipients. Users see alert results for only documents where they have access.
  1. Click
    Search
    .
  2. Click
    Alerts
    .
  3. Click
    Add Alert
    .
  4. Set up basic details.
    1. Enter a name for the email subject line and a message for the email body.
      The character limit for the email body is 500.
    2. Set the notification frequency.
    3. (Optional) Select the folders containing the documents you want to track for changes.
      When you don't select a folder, Contract Management and Document Intelligence tracks all documents and alerts for changes.
  5. Click
    Next Step: Filters
    .
  6. Set the filters.
    1. Click
      Add a Filter
      .
      Select the criteria for Contract Management and Document Intelligence to use when tracking document changes. These criteria determine which documents are included in the alert notification.
    2. (Optional) Click
      Add a Section
      .
      After adding a section, you must add at least one filter within it to define the condition for that group.
  7. Click
    Next Step: Recipients
    .
  8. Select users to receive the alert.
    You can select individuals, contract owners, or departments. Optionally, you can also exclude users or allow recipients to edit the alert.
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