If an agreement has an end date, you can set up a reminder to notify you a certain number of days prior to expiration.

To Create an Automatic Reminder for a New Agreement

  • Add a new agreement from the Settings section

  • Set the number of days prior to expiration that you'd like to be notified by clicking +Add expiration reminder:

To Create an Automatic Reminder on an Existing Agreement

  • Find the existing agreement from the Settings section

  • Set the number of days prior to expiration that you'd like to be notified

  • Propose changes


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