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Updated on 9/26/2019
contract-lifecycle-management-publication
Reminders Menu
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Reminders Menu

 

CLM provides the ability to send reminder emails after a certain time has elapsed in between contract stages. Reminders notify the right people when certain contract management tasks are due for action.

Reminders are sent to the specified users when:
  • an important contract date is nearing
  • the contract status has not changed in a while

For example, you can configure the Reminder Type, Reminder Period, and Status in the following ways:
  • Reminders can be sent to specified users 1 Month before the Renewal Date of a contract.
  • Reminders can be set to change the Active status of a contract to Expired status when the contract has reached the Expiry Date. Specified users are notified accordingly.
  • Reminders can be sent to specified users when a contract is stuck in the Draft status for 1 Month.

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