How to manage reminders related to a contract?

Objectives

• Link a reminder related to the contract

Steps

The reminders tab includes all the reminders associated with the contract. This tab includes reminders details such as reminded on, time, type, user to remind and so on.

 Reminders can be added through the actions button -> Add new Reminder

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 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 for other users.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

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