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Renewal alerts

Some contracts may have a renewal date for another term. There are many reasons to remember about the renewal date. In this article, we will help you set up a renewal alert/notification.

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  1. Go to Contract Manager.
  2. Find a contract that has a renewal/expiration date.
  3. Click on "Expiration notifications".
  4. Select a user who would be getting these notifications. CC anyone else who would like to receive them as well.
  5. Type in the number of days before the expiration of the contract to get reminded.
  6. Below, select the frequency of reminders. 
  7. Hit "Save".