1. Inviting and setting up your team

  2. User roles

  3. Creating automated templates

  4. Generating contracts from automated templates

  5. Collaborating on and negotiating contracts

  6. Using e-signatures

  7. Using Precisely’s AI-assisted contract registration

  8. Using Precisely’s contract archive

  9. Monitoring, reminders, and alerts

With Precisely, you can easily keep track of important dates and times for contract-related actions. For instance, contract expiries, renewals, and renegotiations.

Set up reminders for any event in the contract lifecycle and receive alerts via email.

An example reminder for a compliance audit

Creating automated reminders for template documents

By setting up automated reminders, reminders are automatically added to documents generated from the template.

An example of an automated reminder setup for a template document

To create an automated reminder for a template document, simply

  1. Click Templates in the top menu,

  2. Click the template you want to add an automated reminder to and click the Reminders button in the document's options,

  3. Fill out the reminder fields and click the blue Save button.

Date references are used as triggers for automated reminders. If you, for example, have a reference for effective date in the template document, you can set the reminder to trigger x days prior to/after/on that date.

Note: If no automated reminder is created when generating a document from the template, please review the self-service questionnaire answers. If the date reference used for the reminder's trigger is left unpopulated, no reminder will be created.

Creating reminders for project documents

You can also set up reminders for your project documents. To do this, simply

  1. Click Draft & sign in the top menu and choose the project that contains a document that you want to add a reminder to,

  2. In the document options, click the Reminders button,

  3. Fill out the reminder fields and click the blue Save button.

An image highlighting the Reminders button for a project document

The users you chose will receive email alerts at the set date/time. Users who have been chosen to receive reminders can also see their upcoming reminders on their dashboard.

Creating reminders for archive items

Lastly, you can set up reminders for a contract in your archive. To do this, simply

  1. Click Archive in the top menu and choose the contract that you wish to add reminders to,

  2. In the Reminders section, click the New reminder button,

  3. Fill out the reminder fields and click the blue Save button.

An image showing the setup options for a reminder for an archive item

The users you chose will receive email alerts at the set date/time. Users who have been chosen to receive reminders can also see their upcoming reminders on their dashboard.

Bonus: if you set an end date for an agreement, it will appear under Expiring documents in your dashboard in good time before that date.

An example of an expiring document in the dashboard

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