Log in as the user that created the agreement.
Last updated on
14 July 2023
Create or edit a reminder for an existing agreement
The owner of an agreement can create a reminder on their agreements at any time before the agreement enters a terminal state.
To cancel a reminder:
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Navigate to the Manage page.
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Hovering your pointer over an agreement record exposes a clock icon that is a quick button for opening the reminder interface.
Select the clock icon, or single-click the agreement to open the agreement actions and select Remind.
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The Add a reminder overlay displays.
Select the reminder frequency, the recipients that should get the reminder, and provide a note for the recipient to be included in the reminder email.
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Select Create when the reminder is configured.
The page refreshes to display a blue clock icon in the agreement record, indicating a reminder is scheduled, and a success message displays at the top of the window.
