Reminder Settings
Set Renewal Reminders
Select the Admin tab at the top of the page.
Select Contract Settings under General in the left panel.
Select Reminders under Contract Settings.
Choose when the first reminder must be sent before a contract expires from the Send First Reminder dropdown in the Renewal Reminders section. If Custom is chosen, enter the required interval in the field that appears and choose either Days or Weeks.
Choose how often the reminder must be repeated until the contract expires from the Repeat Reminders dropdown. If Custom is chosen, enter the required interval in the Repeat Every field and choose either Days or Weeks.
Click Save.
Note:
Renewal reminders are applicable only to manually renewable contracts.
The values set here will be applied as the default for all new contracts. These defaults can be modified for individual contracts.
Repeat reminders will be sent until the contract is either renewed or expires. The number of repeat reminders sent will depend on the duration between the first reminder and the contract’s expiration.
When None is chosen in the Send First Reminder dropdown, renewal reminders will not be sent, and the Repeat Reminders dropdown will be disabled.
When On Expiry Date is selected in the Send First Reminder dropdown, the Repeat Reminders dropdown is disabled because there is no interval between the first reminder and the contract expiry date.
If Weeks is chosen in the Repeat Every field, select the day of the week on which the reminder must be sent. For an interval of more than one week, select both the week number (first, second, and so on) and the day of the week on which the reminder must be sent.
Set Approval Reminders
Select the Admin tab at the top of the page.
Select Contract Settings under General in the left panel.
Select Reminders under Contract Settings.
Choose when the first reminder must be sent to the approvers after a request is submitted from the Send First Reminder dropdown in the Approval Reminders section. If Custom is chosen, enter the required interval in the field that appears and choose either Days or Weeks.
Choose how often the reminder must be repeated until the request is approved or rejected from the Repeat Reminders dropdown. If Custom is chosen, enter the required interval in the Repeat Every field and choose either Days or Weeks.
Click Save.
Note:
The values set here will be applied as the default for all new contracts. These defaults can be modified for individual contracts.
In a sequential approval workflow, reminders are sent to approvers at each level when the approval request reaches that level and remains pending.
If an approver has delegated the approval, the reminder is sent to the delegatee instead.
Repeat reminders will be sent for each pending approver until the approval request is approved, rejected, or recalled.
When None is chosen in the Send First Reminder list, approval reminders will not be sent, and the Repeat Reminders list will be disabled.
If Weeks is chosen in the Repeat Every field, select the day of the week on which the reminder must be sent. For an interval of more than one week, select both the week number (first, second, and so on) and the day of the week on which the reminder must be sent.