Configure reminders for expiring contracts

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Configure reminders for expiring contracts that each business unit can use without the need to create their own.

    Before you begin

    Ensure Contract Management Pro be installed:

    Role required: sn_cm_core.contract_admin

    Procedure

    1. Navigate to All > Contracts Core > Contracts Administration > Contract Repository Rules.
    2. Set the condition for the notification to be sent.
      The available conditions are:
      • Expired – The email notification reminder is not sent and the expiration level in the contract is set as Expired.
      • within 7 days – The email notification reminder is sent seven days before the expiration of the contract.
      • within 15 days – The email notification reminder is sent 15 days before the expiration of the contract.
      • within 30 days – The email notification reminder is sent 30 days before the expiration of the contract.
      1. On the Condition Checks page, find the entry whose Table field value is Legal Contracts Repository (sn_lg_cnt_repository) and Condition field value is expiration_level, and select Contract in the Category field.
      2. In the Conditions section, select New to create a condition.
      3. On the form, fill in the fields.
        For more information on fields, see Expiring Contracts Condition form fields.
      4. Select Submit.
    3. Optional: Customize the message content in the default email notification template.
      1. Select All > System Notification > Email > Notifications.
      2. Search for and select Legal Contract Expiry Reminder.

        If a message regarding the current application scope is displayed, select here.

      3. In the Legal Contract Expiry Reminder window, select the What it will contain tab.
      4. Enter the content for the email notification message in the Message HTML field.
      5. Select Update.

    Result

    After the configurations are complete, email notifications can be sent. For the four existing conditions, the email notification feature is provided out of the box and is automatically enabled for the following users:
    • Contract request.Requested for
    • Contract request.Opened by
    • Contract request.Assigned to