Use date reminders to notify one or more people before a future contract date, on a specific date, or repeatedly after the initial reminder. You can include the contract, related documents, and a custom message with each reminder.
Table of contents
- Add or edit a date reminder
- Delete a reminder
- Use reminders with recurring dates and auto-renewal
- Tips and frequently asked questions
Add or edit a reminder
From the Contract Page, click on the grayed-out bell above the date you'd like to add a reminder. A blue bell icon means that a reminder has already been set up, but you can still click it again to make an edit.
Once clicked, the Edit Date box opens and you can:
- Set the number of days prior to the date to receive the reminder or set for a specific date
- Have that reminder to repeat for a set number of days after the initial reminder notice
- Insert the email address(es) of anyone you'd like to receive this reminder
- Choose to include a copy of the contract with the reminder
- Choose to include a copy of the related documents (Attachments, Linked Documents, Amendments)
- Add a custom message to be sent with that reminder
Then select the blue Update button to save your changes.
The grayed-out bell turns to blue letting you know your reminder has been set.
Note the AutoRenew feature right under the Termination Date. You can learn more about it on this article.
Delete a reminder
In order to delete a Date reminder, click on the blue bell, uncheck the Reminder checkbox, and click Update. 
Use reminders with recurring dates and auto-renewal
For recurring dates (e.g., payment due, audit due, etc.) you can also set (See below) any date to repeat at set intervals and create a Reminder for them if you'd like.
Tips and FAQs
Can I remind more than one person?
Yes. Add multiple email addresses in the reminder recipients field.
Can I send a reminder on a specific date instead of a number of days before?
Yes. Choose the specific-date option in the Edit Date window.
Can reminders repeat?
Yes. Configure the reminder to repeat at the interval supported by the date field and your account settings.
Can I include supporting documents?
Yes. You can choose to include the contract and related documents, including Attachments, Linked Documents, and Amendments.
What happens to a reminder when an auto-renewing date updates?
The reminder date adjusts based on the next renewal date when the reminder is attached to an auto-renewing date field.
Why is the bell gray after I saved a reminder?
Refresh the page and reopen the date. If the reminder is still not active, confirm that Reminder is selected and that you chose Update after entering the settings.
Can I add reminders to multiple contracts at once?
Use the bulk-reminder workflow if it is available in your account. See the related article below for current instructions.
Please reach out to support@contractsafe.com for any questions.