Reminders
Last updated
Last updated
General Reminder Settings
General Reminder Settings are used when you wish to create reminders for all contracts which have a contract term set:
You are able to configure reminders for a set number of days in advance of:
Each renewal or expiry date
Each notice deadline
You can also disable these reminders by toggling the "Enabled" switch.
Reminders for Dates in Documents
This card shows reminders that have been set for individual documents. In this card you can:
Click on the link to view the file
Set a note for the reminder
Delete the reminder