Action Required

When you manage dozens of contracts at different stages, it is easy to miss an incoming email, a new internal note, or a freshly assigned contract that needs your review. By the time you notice, the counterparty has been waiting days for a response.

Action Required flags contracts that need your attention and surfaces them in a dedicated sidebar view, so nothing falls through the cracks.

Pactly maintains an Action Required flag on each contract. When a trigger event occurs, the relevant user’s ID is added to the contract’s list of flagged users. That contract then appears in the user’s Action Required view in the sidebar and shows an Action Required badge in the repository list and on the contract record header.

Action Required is personal to each user. Two people looking at the same contract may see different flags depending on their role in the trigger event.

Three events can flag a contract as requiring your attention. Each trigger can be toggled on or off by an admin in Settings > Company under Action Required Settings.

When an email arrives via the contract’s Pactly email address, the user responsible for routing that contract is flagged. This keeps the assigned owner aware of incoming counterparty correspondence.

When someone adds an internal note and selects recipients, each selected recipient is flagged. This is useful for asking colleagues questions or requesting input on specific contract terms.

When a contract is assigned to a user, that user is flagged, unless they assigned it to themselves. Self-assignment does not create a flag because you already know about the contract.

Once you have reviewed the contract, click Dismiss in the contract’s action menu to remove it from your Action Required view. Dismissing is a manual action, so the flag stays visible until you explicitly clear it. This prevents contracts from silently disappearing before you have had a chance to look at them.

Admins control which triggers are active for the organization:

1. Go to Settings and expand the Account section in the sidebar.
2. Click Company.
3. Scroll to the Action Required section.
4. Toggle each trigger on or off. The table shows each event type, who gets notified, and the current status.

For example, a team that does not use the internal messaging feature might disable the “New Message Added” trigger to avoid unnecessary flags.

• Check Action Required daily. Make it part of your morning routine. Click the Action Required view in the sidebar to see everything that needs your attention in one list.
• Dismiss after acting, not before. Treat the flag as a to-do marker. Dismiss it only after you have responded to the email, read the message, or reviewed the assigned contract.
• Combine with custom views. Action Required shows everything flagged for you. If you need a more targeted list (e.g., only flagged NDAs), create a custom view with additional filters.

• Navigate and Search
• Custom Views
• Contract Overview
• Track Contract Progress