Before starting, make sure you have access to Company Settings. If not, please contact your Admin to request permissions.
To add a reminder to a contract, follow the steps below:
Go to Company Setting by clicking on the โ๏ธ icon > Contract types
Find the contract type that you want to set up a reminder and click on More (or the โฎ icon)
Select + New Reminder
Fill in information to set up a reminder. Learn how.