This video shows how to set reminder and notification dates in a contract so it is reviewed, renewed or terminated at the right time.
Open a contract and go to the Details step. Notification settings here are tied to key dates such as renewals, termination deadlines and review periods.
If the contract renews automatically, turn on Auto Renewal to unlock the extra renewal fields.
Set the Auto Renewal Date to when the contract will renew.
Use Auto Renewal Reminder to choose when you want to be notified before renewal, giving stakeholders time to review usage, costs and terms.
If the contract needs notice before cancellation, enter the Terminate By date – the last date by which it must be cancelled.
Set a Termination Reminder to prompt action before the termination window closes.
Set a Next Review Date to schedule regular contract reviews.
Click Save. The dates are tracked in the Platform and used for contract monitoring and review, and renewal dates are visible in the Contract Log.