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  2. The Precisely Platform: Key Features & Tools

Monitoring, reminders and alerts

Learn how to keep track of your contracts by setting up reminders/alerts

  1. Inviting and setting up your team

  2. User roles

  3. Creating automated templates

  4. Generating contracts from automated templates

  5. Collaborating on templates and projects

  6. Negotiating contracts

  7. Using e-signatures

  8. Using Precisely’s AI-assisted contract registration

  9. Using Precisely’s contract archive

  10. Monitoring, reminders, and alerts

 

With Precisely, you can smoothly 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 or connect Precisely reminders with your work calendar.

 

In this article, you will find more information about

A: Creating automated reminders for

  • template documents
  • uploaded files

B: Creating reminders for project documents

C: Creating reminders for archive items

 

A: Creating automated reminders

Creating automated reminders means you only need to set up a reminder in the template - once.

All the documents generated from this template will automatically create a reminder that will be sent to the right person at the right time.

Date references are used as triggers for automated reminders. If you, for example, have a reference for an effective date in the template document, you can set the reminder to trigger x days prior to/after/on that date. There are also some system-generated date references that you can use as triggers or in your reminder messages, such as the project creation date and document name.

Screenshot 2022-12-21 at 17.05.07

Automated reminders are set up in templates, and they can be added to either a template document or an uploaded document.

Automated reminders for template documents

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.

Screenshot 2022-12-21 at 17.08.07-1

Automated reminders for uploaded files

In the template automation, you're also able to allow uploads. This means that once you're drafting from this template, you can upload external files - for example, if you already have an existing third-party contract. But luckily, with Precisely, you're still able to use the automation, even when working with external contracts! Read more

You can, among other things, also automate reminders for your uploaded files. 

To add an automated reminder, simply

  1. Click Templates in the top menu and select a specific template.
  2. make sure the Allow uploads toggle is switched on. This enables you and your team to upload files when drafting from the template. Read more
  3. in the Uploaded files section, set up a reminder for an uploaded file.

Reminder for uploaded file

 


 

B: Creating reminders for project documents

You can also set up reminders for your project documents - for example, if you want to manually create an additional reminder for already generated documents, or if you forgot to set up automation on a template level.

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.

 

The users you choose 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.

 


 

C: Creating reminders for archive items

Lastly, you can set up reminders for each 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,

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

The users you choose 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.

 

💡PRO TIP: Connect Precisely reminders to your work calendar

You’re able to connect all your reminders to your own calendar and make sure planning your work days runs smoothly. See how to set it up

Google Calendar

 

BONUS! Expiring documents on the Dashboard

If there is an "End date" metadata set for an agreement, it will appear under Expiring documents in your dashboard in 30 days before that date.

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