Adding Contract Reminders

When you are viewing a contract, scroll down until you see the reminders section

Click on the New Reminder button

You will see a page that looks like this

You can only send reminders to users that have accepted an invite on the system.

So when you click the Recipients field, you'll see all of your users there.

You can also start typing in the Recipients field which will narrow down the list of users you can see

Input your message in to the Message Field

For Type you can select Static Date or Contract Field Date.

A static date will simply send the reminder on a specific date. Choose static date and enter the date you'd like the reminder sent. For more information on Contract Field Dates, see below.

Contract Field Dates

When you select a Contract Field Date, you can send a reminder based on the Contract Field in the contract itself. If that date ever changes, then the reminder will update.

You can choose to send a reminder On the specific date, Before a specific Date or After a specific date.

A common example is wanting to send a contract reminder 30 days before the end date of a contract, which you can configure like so:

Another example might be configuring a reminder for a probation period on an employment contract. So, you could set that reminder 100 days after the start date like so: