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Can I add a reminder to a date for multiple contracts at once?

Yes! You can add a reminder to an existing date and apply that to multiple contracts with bulk actions.

Bulk Actions can be used in a variety of ways to apply the same values in bulk, but you can also add a reminder to an existing date and apply that to multiple contracts all at once.

This is especially useful if you'd like to apply the same reminder settings to multiple contracts such as attaching the original document or a including custom message!

First, head to the Contract List page by clicking Contracts at the top of the page:

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Use the Filters to help identify the contracts you'd like to add a reminder to:

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Select the contracts that need a reminder and click Edit:

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Choose the date you'd like to add a reminder to (for example, Termination Date) and select Reminders from the second dropdown:

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Note: If a contracts you've selected doesn't have a value for this date, you will need to add that first before adding a reminder in bulk!

Now you can apply the same reminder settings to the same date on each of these contracts. This will especially save you time if you'd like to include the same email addresses and a custom message on multiple date reminders!

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