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  • How to Automate Tasks and Reminders When Creating Contracts

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When creating a new contract, you have the ability to can automatically trigger tasks and reminders to ensure timely and efficient management of the contract. 

To set up automatic task and reminder triggers, navigate to the System Settings→ System Preferences→ Tasks & Triggers Automation

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Within the Tasks and Triggers Automation, you will find the option to create Contracts Triggers. Simply click on Create/Upload a new Contract/Document.