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

Topics Covered:

  • Create an Automatic Reminder for a New Agreement

  • Create an Automatic Reminder for an Existing Agreement

Create an Automatic Reminder for a New Agreement

  • Add a new agreement from Settings

  • Set the preferred number of days prior to expiration for reminder notifications by clicking +Add expiration reminder:

Create an Automatic Reminder for an Existing Agreement

  • Find the existing agreement in Settings

  • Set the number of days prior to expiration you prefer to be notified

  • Propose changes



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