How to Create Custom Dates and Add Reminders

Never miss a key date again! With ContractSafe you can track as many dates as you need to!

The recommended way to Create Custom Dates is from your Settings Menu under Custom Fields.

1. Custom fields can only be added by admins, but they can be filtered by and reported to non-admins. Use this link to learn how to create a Custom Field. 

1. After creating a new Custom Field, edit your predefined form and add the new Custom Date Field to it. Here’s an article on how to create or edit custom forms.  

Second way is to Create Custom Dates through your Contract Page:

This is a great way for even non-admins to add a one-off date to a contract.You can still set reminders on these dates, but they only appear in the upcoming view and on the Contract Page. You will not be able to create reports or custom views with the fields created from the Contract Page.

In the Dates & Reminders section, Effective Date and Termination Date fields have been automatically created for every contract. The “Deadline to Nonrenew”  field is added by our [AI]ssistant for customers with the Productivity Package.

You can create as many additional dates and reminders as you would like such as Custom Dates. Custom Dates come with limited reporting, and only appear in the upcoming view. Custom fields can only be added by admins. 

To add a custom date as a standard user, follow these steps:

1. Click on the "+Add Date" button to create a new event and date.

1. A dialog box will appear where you can enter a Label name for the event and choose a Date. You can either type the date or select it from our calendar.

Now that we have the field, let’s set the reminder!

How to set Reminders:

1. Click on the grey bell and check the box next to “Reminder.” Reminders can be set to occur a certain number of days before the event or on a specific date. If you want the reminder to repeat, check the "Repeat" box. 

1. Specify how many days in advance you want the reminder to repeat and choose one of two Repeat options:
• Set a custom field as a Date Field to add or move that individual custom field. A Date Field can be set to repeat every year until the contract ends, repeat four times, or repeat until a certain date.
• Choose an Alert to send reminders multiple times, such as 90 days ahead of time and then every 14 days until turned off or the event date is reached.

1. In this section, you have additional functionality based on your preferences:
• Check the box to include the contract.
• Check the box to add a Custom Message. This will open a box where you can write your message.
• Choose recipients to enable email reminders. You can send reminders to contacts outside your organization.

1. Once you've made your changes, click on "Add" to save them. The bell icon will turn green to indicate that reminders are set up for this date. The forward symbol will also turn green to indicate a repeating date. Remember that this reminder will only apply to the contract you are currently working on.

1. Use the Bell Icon to Modify, Edit, or Disable Reminders:
• If you need to change a date, delete a date, or set a new reminder, you can easily do so by clicking on the bell icon at any time. The bell icon is available for all date fields except the Effective Date.
• When you click on the bell icon, a window will appear, allowing you to make edits to each field. To disable a reminder, simply click on the green checkbox, next to Reminder. Make the necessary adjustments to your terms and then select the "Update" button to save your changes.

• If a reminder is disabled, the Bell Icon will turn grey.