To help you manage your Desk operations even more effectively, you can now set email notifications sent automatically by the platform.
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How do I use it?
Notification settings are made at the operation level.
In this way, you can customize the notifications sent to your contacts.
To do this, go to Debt Tracking - Operation follow-up and choose the operation you want.
You will find a button to set up notifications for each operation, symbolised by a bell:
On this page, you'll have access to all the email notifications sent by Kls during the life of your operation.
For each type of notification, you'll find the ⓘ symbol for more information on the notification and its recipients.
1. Set up your own notifications
Each operation manager contact present on the file can :
- Set their own e-mail notifications
- Set those sent to Borrowers. See section on setting Borrower notifications.
- Mute notifications sent to Lenders as required. See section on setting up notifications to Lenders.
Notification settings on the operation manager interface are individual. When you set up your notifications, this does not affect those received by your colleagues on the same operation.
It is also possible to deactivate all notifications with a single click. Deactivation immediately stops all related e-mail notifications.
You can reactivate them at any time.
If you choose to deactivate all notifications, you will no longer receive any notification from Kls regarding this operation.
2. Borrower notification settings
Notification settings for Borrower contacts will have a grouped effect (applicable to all client contacts in the operation without distinction).
Borrower contacts have no control over their notifications; only the operation manager can set them.
Settings can be changed at any time.
3. Set notifications sent to Lenders
Lender contacts will be able to manage their own notifications. However, you can, at any time, mute their notifications related to actions performed in the dataroom and/or in the covenant control tab.
Muting is useful:
- When reorganizing files/and or directories in the dataroom.
- When resuming your stock in the dataroom and/or covenant control: so your contacts are not notified of information they have already received.
Don't forget to reactivate notifications the day after your action, otherwise your lender contacts will no longer be informed of your actions.