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How to add a reminder on a document in Contract Management
How to add a reminder on a document in Contract Management

Add a reminder for a contract

Updated over a week ago

How to add a reminder on a document in Contract Management

  1. Go to Contracts

  2. Tick in the checkbox on the documents you want to add a reminder on

  3. Select Add reminder in the menu that will appear below

  4. Here you can add a reminder, select Expiration or Renewal, add a message, and select which user should be reminded

  5. Click on Add when you are done

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Please note!

In order to add a reminder, the contract has to have a start/end date

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