"Contract Guardian features an easy to use and incredibly commanding contract management software module for Email Alerts and Milestone Management. Alerts are setup by contract type once and then everything happens automatically going forward whenever you create a new agreement that has that type."
Key to understanding is the recognition that you can trigger an alert or milestone notification by linking it to an event for any date. Alert examples might include:
| Contract is going to expire in 90 days | Contract has expired |
| Invoice is ready for payment | Hospital annual audit for certain agreement types |
| Vendor evaluation | Project milestone review |
The email body is created with a rich text editor. You can also merge any of the fields in the system including your user-defined fields directly into the email. Contract Guardian simplifies the content of the email by giving you the option to include:
| Title | Status |
| Auto renew | Group name in footer |
| Attach primary document (Yes, you can include the actual contract if you desire) | Attach additional documents Clients often include marketing literature, survey documents, etc. |
The touch of a toggle switch will help you define your distribution list.
"Once a notification is created, you are done. Contract Guardian will take over and deliver all of the notifications automatically for any future contract type. If you want, you can copy an existing notice and edit/save as a new type of notification."
Every notification is tracked for a contract. The contract journal provides a comprehensive history with the ability to filter, search and export.
| Manual Entries | Email Alerts - Every notification is tracked for a contract |
| Workflow - All activities, emails and responses are recorded | Tasks - all tasks assigned are logged during creation and upon completion. |
| Manual - any manual comments are tracked | Value change of any field - before and after value, time stamp and user |