Tracking operations
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      Communicate effectively with your stakeholders with personalized notifications

      Find out all you need to know about personalized notifications in this article.

      Introduction

      Your operations contacts receive automatic notifications based on events occurring in your operations (changes in the dataroom, reminders of covenant deadlines, etc.). For personalized communication with your stakeholders, you can also send them customized notifications.

      Content

      1. Send a personalized notification from the dataroom
      2. Send personalized notification from the covenant control
      3. Send personalized notification from the operation

      In addition to automatic notifications, you can send a personalized notification whenever you like and as required, from the dataroom tab, from the covenant control tab or from the operation.

      1. Send a personalized notification from the dataroom

      1. Go to the desired operation, then to the dataroom tab.
      2. Choose the stakeholder to whom you wish to send a notification: for example, to send a notification to borrower contacts, choose the shared Agent / Customer directory. 
      3. Select the file(s) and/or directory(ies) concerned by your requirement. If the files you need are not yet loaded into the dataroom, import them.
      4. Click on “send an email” and enter the desired content:

      [DT] Notification personnalisée Dataroom - Mise en forme(EN)

      Once the notification has been sent, the contacts entered in your operation will receive an e-mail notification immediately. See the article on access management.

      Here's a typical email notification example: 

      The following information is available in the email notification:

      • The email objectif 
      • The name of the operation in the body of the email.
      • Details of your message.
      • A clickable link to the file(s) and/or directory(ies) concerned. By clicking on a link, your contact will be redirected to the corresponding dataroom location.
      • The automatic dataroom notification summarizes all files added by the operation manager the previous day, even if a personalized notification has been sent for some of them. You have full control over the settings for automatic notifications.
      • Only the operation manager can send a customized notification from Kls Desk. In return, your stakeholders will use their external messaging system.

      Your personalized notification will be traced in the file's activity feed. See the article on the activity feed.***

      To read the information, go to the tab of the same name:

      You'll find the following information:

      • Clickable link to the file(s) and/or directory(ies) concerned
      • List of recipients
      • Preview of notification content

      💡 Filter on the “sent emails” activity type to view all notifications sent to your stakeholders (automatic and personalized).

      2. Send a personalized notification from Covenant control

      Example: I want to send a personalized notification to lenders.

      1. Go to the desired operation, then to the Covenant Control tab.
      2. Select the control(s) you require. The covenant must be created and published in the covenant list for the associated control to appear on this page. See article on how to set up covenants.
      3. Click on “send an e-mail” and enter the desired content:

      [DT] Notification personnalisé engagements - mise en forme et tableaux(EN)

      Once the notification has been sent, the contacts entered in your file will receive an e-mail notification immediately. See the article on access management.

      Here's a typical example of an e-mail notification: 

      The following information is available in the email notification:  

      • The email subject
      • The name of the folder in the body of the email.
      • Details of your message.
      • A clickable link to the file(s) and/or directory(ies) concerned. By clicking on a link, your contact will be redirected to the corresponding dataroom location.

      Only the operation manager team can send a personalized notification from the Kls Desk. In return, your stakeholders will use their external messaging system.

      Your personalized notification will be tracked in the folder's activity feed. Read the article on the activity feed.***

      To read the information, go to the tab of the same name: 

      You'll find the following information:

      • Clickable link to the file(s) and/or directory(ies) concerned
      • List of recipients
      • Preview of notification content

      💡 Filter on the “sent e-mails” activity type to view all notifications sent to your stakeholders (automatic and personalized).

      💡 Lenders will only have access to controls shared by the operation manager (with a validated status or a noted breach). However, they will receive customized notifications regardless of the control's status. It is therefore recommended to use this feature to provide them with information on a control that has not yet been shared.

      3. Send personalized notification from the operation

      [DT] Notification personnalisée dossier - annonce vote waiver (EN)

      You can send a personalised notification from an operation. This feature allows you to communicate general information to your stakeholders that does not relate specifically to an item in the dataroom or a covenant.

      Here is an example of a notification received:

      Sending a personalised notification from an operation works in the same way as sending a notification from covenant control. See this section for more information.