Setting contract reminders

Set reminder lead times for a contract’s termination deadline and expiration date.

Steps

1. Go to Contracts.
2. Select the contract you want to update.
3. Select Reminders.
4. Select the checkbox next to Termination deadline to enable a termination deadline reminder.
5. Select the lead time for Termination deadline.
6. Select the checkbox next to Contract expiration to enable a contract expiration reminder.
7. Select the lead time for Contract expiration.

Available lead times

For each reminder, select one of these lead times:

• Default (3, 2 & 1 months)
• 1 week before, 2 weeks before, or 3 weeks before
• 1 month before through 6 months before

The default setting creates reminders three, two, and one months before the relevant date.

Result

James saves each change when you enable a reminder or select a lead time.