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How to use this feature
Notification preferences are configured at the transaction level, allowing you to customise communication sent to your contacts.
Navigate to Debt Tracking → Operations (transaction manager view) and select the relevant transaction.
You will find a button represented by a bell symbol, which enables notification management for each transaction:
This page provides access to all email notifications issued by Kls throughout the lifecycle of your transaction.
For each notification type, an ⓘ icon is provided, supplying further information regarding the notification and its recipients.
1. Set up your own notifications
Any operation manager contact with access rights to the transaction can :
- Set their personal e-mail notifications preferences
- Define notifications to be sent to Borrowers. See section on setting Borrower notifications.
- Mute notifications sent to Lenders as needed. See section on setting up notifications to Lenders.
Notification settings within the operation manager interface are individual; modifying your own notifications does not alter the settings for colleagues on the same transaction.
It is also possible to deactivate all notifications in a single click. Deactivation will immediately halt all email notifications relevant to the transaction.
Notifications may be reactivated at any time.
If you deactivate all notifications, you will no longer receive any further updates from Kls concerning this transaction.
2. Borrower notification settings
Notification settings for Borrower contacts are collectively applied (affecting all Borrower contacts involved in the transaction).
Borrower contacts have no control over their notifications; only the operation manager can set them.
These settings can be amended by the operation manager at any time.
3. Set notifications sent to Lenders
Lender contacts are able to manage their own notifications. However, as the operation manager, you retain the ability to mute Lender notifications for actions taken within the dataroom and/or the covenant control tab at any time.
This muting function is especially useful:
- When reorganising files or directories in the dataroom
- When updating historical records in the dataroom and/or covenant control, so contacts are not notified regarding information already communicated
Remember to reactivate notifications in the afternoon following these actions; otherwise, your Lender contacts will not receive further updates relating to your activities.