Create automatic reminders

To create an automatic reminder for a contract, click More in the contract’s toolbar and click Rules and Reminders.

The dialog that appears displays existing rules and reminders. These may have been taken from the contract template from which the contract was created.

To create a new reminder, click the New button.

In the following dialog, enter a name for the reminder and select the type E-mail reminder. Then click New.

In the list of rules and reminders, click the pencil icon next to the newly created reminder to start editing. The dialog for the configuration of the reminder opens.