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  • How to Manage Contract Reminders




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There are 5 mandatory fields: Reminder type, remind on date and time, notify before, the user to remind, and a summary.

  • Reminder type: A list that can be customized on the fly.
  • Remind on: the date and time to remind on of the reminder
  • Notify before: choose if day, week, or month and then choose if you want to be notified by reminder popup or reminder popup and email.
  • User to remind: Specify the user to remind 
  • Summary: Add a summary 
  • Clone: you have the option to clone the reminder , select the users and the savefor other users.


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