Overview
The Events page in LinkSquares Analyze enables a bird's-eye view of key agreement dates in an easy-to-view format.
Within this process, LinkSquares AI extracts metadata as Smart Values and populates a calendar or list view. Administrators and Managers can set reminders so that specific users will be notified before the due date so they can take appropriate action. Not missing an important renewal, termination or effective date in one task.
Smart Values that will be reflected as event types are as follows:
- Auto-Renewal Opt-Out Date (calculated)
- Effective Date
- Renewal Date
- Termination Date
Note:
- Events related to agreements within the PENDING tab of the main Agreements page do not appear within the Events page.
- Event reminders adhere to the user's agreement permissions.
Process
To access the Events page, go to the Events tab from the navigation bar.
From here, you will see the default calendar view. The Events page comes in two views: the calendar and the list views.
Toggle between views by clicking CALENDAR or LIST VIEW below the navigation bar.
Calendar View
The calendar view displays the Auto-Renewal Opt-Out Dates (calculated), Effective Dates, Renewal Dates, and Termination Dates for a given month in a calendar format.
The related agreement will appear hyperlinked below the event.
Clicking on the event opens a modal with additional insights into the agreement.
These insights include the type and date of the event, the amount of time before reminders are sent, the agreement type, and the related agreement name.
Clicking on the hyperlinked agreement will take you to that specific agreement's individual agreement view.
Filtering Events
To filter the events that appear within the calendar view, select the All Events drop-down at the top of the page. From here, select the desired Smart Value to which the events should be filtered.
Navigating Calendar View
To view previous or future months, use the arrow icons at the top of the page.
- Clicking the left arrow icon will take you to months prior.
- Clicking the right arrow icon will take you to the following months.
To quickly return to the current month, click the Today button next to the arrow icons.
Note: Any changes made on the Auto-Renewal Opt-Out Dates (calculated), Effective Dates, Renewal Dates, and Termination Dates within an agreement will reflect on both the calendar and list views.
List View
The list view displays the Auto-Renewal Opt-Out Date (calculated), Effective Dates, Renewal Dates, and Termination Dates for a given month in a list format.
The default option for the list view is sorting events by Event Date.
Clicking on the event will take you to the related agreement's individual agreement view.
Filtering Events
To filter the events that appear within the list view, select the Sort by drop-down at the top of the page. From here, filter the events by event type, agreement name, and event date.
- Event Type: Filters events by the event type (i.e., Smart Value).
- Agreement Name: Filters events by the agreement name in alphabetical order.
- Event Date: Filters events by their due date.
Select the All Events drop-down to filter by Smart Value.
Navigating List View
To view previous or future months, use the arrow icons at the top of the page.
- Clicking the left arrow icon will take you to months prior.
- Clicking the right arrow icon will take you to the following months.
To quickly return to the current month, click the Today button next to the arrow icons.
Note: Any changes made on the Auto-Renewal Opt-Out Dates (calculated), Effective Dates, Renewal Dates, and Termination Dates within an agreement will reflect on both the calendar and list views.
Event Settings
Administrators and Managers can modify the Events page settings within Analyze App settings.
1. To begin, go to Settings from the app selector.
2. Select Analyze App.
3. Go to the Events tab.
Event Type Emails
Configure email notifications for Auto-Renewal Opt-Out Dates (calculated), Effective Dates, Renewal Dates, and Termination Dates below the Event Type section of the page.
Update these settings individually by selecting each event type.
Active
Enable or disable this Smart Value for events by clicking the toggle.
Event Type
This field displays the selected Smart Value. This field cannot be modified.
Event Color
Select the color associated with this event from the calendar and list views.
- Blue
- Green
- Red
- Purple
- Dark blue
- Aqua
- Orange
- Yellow
- Light gray
- Medium gray
- Dark gray
- Evergreen
- Brown
- Sky blue
- Pink
- Slate
Displays as
This field displays how the event appears within the calendar and list views. This field cannot be modified.
Event Reminder
Determine how far in advance of the date you want the user(s) to be notified.
For example, if you want the user(s) to be notified 30 days prior to an upcoming Termination Date, input 30 within the text box or use the arrow icons.
Select an option from the drop-down to determine whether the user(s) should be notified X number of days before, weeks before, or months before the date.
Recipients
Determine the user(s) that will receive the email notification reminders. Select one or multiple recipients.
Note:
- The recipient(s) must be existing LinkSquares users.
- Events respect custom user roles and permissions. Users will only receive event email notifications for agreements they have access to, based on their role and tag settings. If a user is listed as a recipient but does not have permission to view a particular agreement, they will not receive notifications for that agreement.
Click SUBMIT once complete.
Summary Emails
Configure a summary email of upcoming events below the Summary Email section of the page.
This is helpful for users who want to stay up-to-date with agreements that are renewing or terminating.
Email Frequency
Determine the frequency to which summary emails are sent.
- Daily: Every day (including weekends).
- Weekly: Every Monday.
- Monthly: First day of the month (including weekends).
Advanced Snapshot
Determine the duration to which summary emails are sent.
- One month
- Three months
- Six months
Recipients
Determine the user(s) that will receive the summary emails. Select one or multiple recipients.
Note:
- The recipient(s) must be existing LinkSquares users.
- Events reflect custom user roles and permissions. If users are recipients of event emails but do not have access to certain agreements based on the type or tag, they will not receive those email notifications.
Click SUBMIT once complete.
The email summary will not be sent if there are no agreements with event dates during the designated time period.
Academy Content
See our intro to the Events Calendar in the LinkSquares Academy.