Greetings,

It sounds like the workflow for the second document execution should include a subsequent “Rename Document” and “Copy or Move Document” steps, which can be added at any point in the CLM workflow, and be used specifically to take action on the termination document.  Make sure that this document is brought into a variable within your workflow (possibly using the Find Document step) and then you can add those other two steps fairly easily.

You’ll find more information on those two steps within this article.

Hope this helps!

I think that worked, ​@Matthew.Farler!  Thank you.  One other question for you….have you seen a due date in a step utilize a C# expression to add an effective date to a contract term period to create a reminder to review prior to the due date? 

Example:  Effective date is January 1st, 2026 and the term period is 12 months so will want a reminder that can go out 30 days prior to the expiration.  Complexity - the term period is variable but is a variable in the configuration.

Again, appreciate any insights you are able to provide.  Thanks!

Hello again,

You can reference this article for information to help you create a DateTime expression based on adding variable days to your Effective Date (Look at the section related to DateTime expressions).

Another, perhaps simpler option would be to have your workflow:
-Capture the Expiration date in a variable and tag that your document as an attribute, using the Update Document Metadata Value step. 
-Then, you can separately create a Reminder Template in the Admin page of your account, set to automatically send a reminder notification 30 days before the Expiration Date attribute value. 
-You can then add one more step in your workflow to Add that Document Reminder to your agreement, thereby automatically creating a reminder to your specifications.

Hi Matt - thanks again for your help but might need some clarity.  I see the variable section where it references “Add Variable Days to Today” as the starting point, and seems to show a duration added, but assume that could be replaced with an effective date variable added to a duration variable to calculate the expiration?

This is a novice at the C# expressions so apologize for the basic questions.