Notification

Platform Config — Email notification templates with dynamic variables
🎯 Purpose

The Notification module configures email alert templates and SMTP delivery settings. It ensures stakeholders are proactively informed about contract events — expiry warnings, approval requests, SLA breaches, signature reminders, and status changes. Without notifications, critical contract events can go unnoticed.

👤 Roles & Access
RoleAccess
AdminFull access — configure SMTP settings, create/edit notification templates.
Super UserView notification templates. Cannot modify settings.
End UserNo access to configuration. Receives notifications relevant to assigned contracts.
CustomerNo access to configuration. Receives external notifications (signature requests, contract alerts).
SupplierNo access to configuration. Receives external notifications (signature requests, MOU alerts).
🔗 Dependencies
Upstream (requires)
Organisation must exist. SMTP server credentials are required.
Downstream (feeds into)
Contract — Contract expiry and status change notifications.
SLA — SLA breach and threshold warning alerts.
Document Signature — Signature reminders and completion notifications.
Governance — Approval request notifications.
🚀 Related Flows
Platform Setup — Step 3 — notification delivery is configured.

1. Overview

The Notification module is where the Admin configures custom email notification templates used by other modules. Each notification has a type, sender, subject and message body that can include dynamic variables automatically replaced with real values when sent.

Prerequisites

2. Opening the Notification List

  1. Click Notification in the left navigation under Platform Config.
  2. The Notification List page shows all configured notifications.
Notification - Listing

Notification - Listing

Notification Filter Option

Notification Filter Option

3. Adding a Notification

  1. Click Add New.
  2. The Organisation is pre-selected.
  3. Select a Notification Type — populated from Catalogs (Type = Notification).
  4. Enter a Name.
  5. Enter the Sender email address (must match Outgoing Mail config).
  6. Enter the Subject.
  7. Compose the Message Body. Drag dynamic variables from the panel on the right.
  8. Click Save.
Notification - Add new

Notification - Add new

Note: If you see "Please add Notification Type before adding notification!", add Notification types in Organisation → Catalogs first.

3.1 Available Message Body Variables

Drag any of the following into the Message Body — they are replaced with actual values when sent:

VariableCategory
Contract NameContract
Master Contract NameContract
Contract NumberContract
Contract Start DateContract
Contract End DateContract
Contract ValueContract
Contract OwnerContract
Contract RiskContract
Customer NameCustomer
Customer RefCustomer
Customer Start DateCustomer
Sla NameSLA
Master Sla NameSLA
Sla Start DateSLA
Sla End DateSLA
Sla RAG StatusSLA
Supplier NameSupplier
Supplier RefSupplier
Supplier Start DateSupplier
Supplier End DateSupplier

4. Editing a Notification

  1. Click the Name of the notification you want to edit.
  2. Update the fields as required.
  3. Click Save or Cancel.
Notification - Edit

Notification - Edit

5. Deleting a Notification

  1. Tick the checkbox next to one or more notifications.
  2. A Delete button appears at the bottom.
  3. Click Delete and confirm.
Notification - Delete 1

Notification - Delete 1

Notification - Delete - 2

Notification - Delete - 2

6. Tips

7. Troubleshooting

IssueResolution
"Please add Notification Type" messageAdd entries with Type = Notification in Organisation → Catalogs.
Notification Type dropdown emptySame — types are sourced from Catalogs.
Emails arrive from noreply@askelie.comConfigure Outgoing Mail in Organisation → Settings.
Variables not replacedEnsure variables were dragged from the panel, not typed.