What Does It Do
The ‘Notify Party’ action on rules will have the ability to attach a layout for sending contract details to notify the party. This is applicable when the rule meets the conditions on contract (Example- Contract added, Status, etc.)
How to configure
To use this feature, the layout of the document should have type as ‘Contract’ and sub-type as ‘Print Contract’.
On the Rules configuration screen, the administrator can add the condition related to contracts to trigger the Notify Party action.
On the Notify Party action setup, the administrator can add the condition related to contracts to trigger the Notify Party action. This will then email the party with contract layout document as attachment on the email along with the message.
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