You can add additional recipients to a contract item, including recipients that must reply, and recipients that you want to keep updated. When you add recipients to items, they are notified via email, and the item is added to their CM Notifications Dashpart.
To add additional recipients to a contract item:
-
Navigate to the project.
You can search for projects using the
Search Projects link in the
Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the
Personal Zone.
-
Click the Contract Management tab.
If the Contract Management tab is not visible on the header band, click
more to display additional menu items.
-
Click
Search to display all contract items for the project.
If there are many contract items linked to the project, you can select one or more filters to limit the results. After you select a filter, click
Search again to refresh the search results.
-
In the Subject column, click
for the item that you want to add recipients to.
-
On the contract item page that displays, click
Add More Recipients.
- Optional:
To add a recipient that must provide a response, under Must Reply, click
to expand the person's organization, and then select the person that you want to add.
- Optional:
To add a recipient that you want to keep informed, under Information Only, click
to expand the person's organization, and then select the person that you want to add.
-
Click
Save Recipients.