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Notifications

OpenCLM sends both in-app and email notifications to keep users informed about events that require their attention.

The in-app notification panel showing recent notification cards and a mark-all-read action

In-App Notifications​

The bell icon (🔔) in the top navigation bar shows the count of unread notifications. Click it to open the notification panel.

Notification Types​

EventWho is notified
New approval requestThe assigned approver(s)
Approval approvedThe contract owner and previous approvers
Approval rejectedThe contract author / owner
Contract signedThe contract owner and Contract Manager
Deadline approachingContract owner, Contract Manager, configured roles
Obligation dueThe obligation's responsible party
Comment addedAll users who have commented on the contract + the owner
Document attachedContract owner
Contract status changedContract owner, all approvers in the workflow

Managing In-App Notifications​

  • Click Mark as read on individual notifications.
  • Click Mark all as read to clear the counter.
  • Click Notification Settings at the bottom of the panel to manage preferences.

Email Notifications​

Configuring SMTP​

Email delivery requires SMTP configuration (Super Admin / server-level):

# In .env
SMTP_HOST=smtp.yourdomain.com
SMTP_PORT=587
SMTP_USER=[email protected]
SMTP_PASS=your-smtp-password
SMTP_FROM_NAME="OpenCLM"
SMTP_FROM_EMAIL=[email protected]
SMTP_SECURE=true

Per-User Notification Preferences​

Each user can configure which events they want to receive emails for:

  1. Go to Settings → My Account → Notifications.
  2. Toggle each notification type on or off.
  3. Choose between Immediate (send per event) and Digest (daily/weekly summary).

Organisation-level Email Defaults​

Administrators can set default notification preferences for new users:

  1. Go to Settings → Notifications → Defaults.
  2. Toggle each event type.
  3. Click Save Defaults.

New users inherit these defaults. They can override them in their personal settings.

Deadline Reminder Configuration​

Configure reminder schedules at Settings → Notifications → Deadline Reminders:

  1. Select the offset days: e.g. 90, 60, 30, 14, 7, 1 days before expiry.
  2. Select which roles receive the reminder: Contract Owner, Contract Manager, Department Head.
  3. Click Save.

Notification Digest​

Instead of individual emails for each event, users can opt into a daily or weekly digest that summarises all activity since the last digest.

Configure at Settings → My Account → Notifications → Delivery → select "Daily Digest" or "Weekly Digest".