Understanding Alerts
Alerts are automated notifications related to a date field. Alerts may be added manually to Assignment, Contract, Organization, Document, or Contact records. Notification methods include:
In System. These notifications can be seen by clicking
on the Home page. The number indicates the number of alerts you have.Email. These are email reminders.
Both Email and In System.
NOTE: As an alternative to manually created alerts for individual records, you can create Alert Rules that automatically add alerts to all records, or records of specific types. Creating an Alert Rule is done via the Settings menu. See the How to Add an Alert Rule Help topic for details.
Open a record and enter a date in the field for which you want to set the alert, for example Expiration or Renewal Date. Scroll to the Alerts section and click the +ADD button 
Fill out the Alert details.
Alert Name
Start Alert On, Before or After Date.
Number of Days (Before or After)
Based on Field. Select a field from the drop-down. The adjacent Date field will populate with the date saved in the record. Or, you can choose Select Specific Date from the drop-down and pick a date using the calendar. This is useful if you need to set an alert that’s not associated with a date field in the record.
Recurrence. Choices: None, Daily, Weekly, Monthly, Quarterly, Annually or Custom. Notifications will continue to be sent using the selected recurrence schedule until the selected date. If you select Custom, also enter the number of Custom Recurrence days.
Notification Method. Choices: Email, In System or Email and In System.
NOTE: If Email is one of the selected methods, set the Use Email Template toggle to the desired position (YES or NO). If you are using a template, select it from the drop-down. You can modify the information carried over from the email template before sending it out by setting the Edit Email toggle to YES. Edits you make here only apply to this email and do not modify the template. If you are not using a template, add your own Email Subject and Email Body.
Recipients. Select a recipient types (see types below), then select the specific recipient(s). You must click the +Add button after each recipient.
Assigned To (Task-only Object type)
Assigned By (Task-only Object type)
Contract Owner
Associated Contact (e.g. the contact in the record whose Association is “Signatory”)
Contact (any contact in the system)
User (a specific user)
Department (all users in the selected department(s)
Role (all users in the selected role, based on Organizational Ownership of the record)
Email (name and email address). For each name, select the Recipient Type (TO, CC or BCC).
Since emails generated by the system come from the Contract Logix Administrator using a <no-reply> address, you can use the Reply-To checkbox to indicate who should receive replies instead of <no-reply>.
Trigger Workflow (Optional) Select a workflow to trigger when the alert goes off. Only workflows associated with the object type you are setting the alert for can be selected. If you do not wish to trigger a workflow, leave this field blank.
Click the 
button to save the Alert.