This video shows how to set up your Contract Lifecycle Alerts so you receive contract reminders in the right place and at the right time.
Open your Notification Settings from the user menu. These settings control how and where you receive notifications across the Platform.
Scroll to the Contract Lifecycle Alerts section. These alerts cover contract milestones such as end dates, renewal reminders, termination periods and next review dates.
Choose to receive the alerts In Platform, by Email, or both.
Tip: Turning on both helps make sure critical reminders are not missed.
Use the Repeat option to send reminders once or repeat them. With Repeat Weekly, reminders are sent every seven days, depending on how many days in advance you have chosen.
For example, 10 days gives one notification; 16 days gives two.
Note: No more than four notifications are sent over a 30-day period.
Click Save. Your preferences apply to all contract reminder notifications across the Platform.
These settings work alongside the dates set in each contract.
Note: If a contract has no dates set, no reminders are sent.