Managing Contract Dates

Forum|Forum|2 years ago
March 25, 2024
2 replies
313 views

How in Docusign do I manage contract dates so that I can see what dates contracts expire? By expiring I mean the actual contract, not the signing date. Is it possible to get reminders of contracts when they expire in 3 years?

Best answer by Michael.Rave

@Mschmitz0611

This functionality is part of DocuSign CLM and you can set up reminders either manually or automatically depending on where the document gets generated and if the expiration date is accessible as data point.

For additional information, please review this DocuSign Support Article.

If you store the contract end date in an attribute, you can also set up a rolling report to e.g. view contracts expiring within the next 180 days without setting up a reminder for them.

Michael.Rave

Answer

Docusign Employee

@Mschmitz0611

This functionality is part of DocuSign CLM and you can set up reminders either manually or automatically depending on where the document gets generated and if the expiration date is accessible as data point.

For additional information, please review this DocuSign Support Article.

If you store the contract end date in an attribute, you can also set up a rolling report to e.g. view contracts expiring within the next 180 days without setting up a reminder for them.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Justin Jiang

Established Contributor

You can set up reminders to do so, and automate reports send to you based on expiration date.

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