Add a reminder to a date for multiple contracts at once

Yes! You can add a reminder to multiple contracts (even if they have different dates) with bulk actions.

ContractSafe's Bulk Actions feature empowers you to efficiently manage reminders for multiple contracts simultaneously. This article guides you through adding reminders to a specific date across a group of contracts.

Benefits of Bulk Reminders:

• Save Time: Set reminders for numerous contracts at once, eliminating the need for individual edits.
• Consistency: Ensure consistent reminder settings (e.g., email recipients, custom messages) across your contracts.
• Reduced Risk: Mitigate the risk of missed deadlines by setting timely reminders on relevant dates.

Getting Started:

1. Navigate to Contracts List: Access the Contract List page by clicking "Contracts" on the main menu.
2. Filter for Relevant Contracts: Utilize the filters available to identify the contracts requiring reminder updates. This helps narrow down the selection to specific dates, folders, or other criteria.
3. Select Contracts: Mark the checkbox next to each contract you want to add a reminder to.
4. Initiate Bulk Edit: Once you've selected the desired contracts, click the "Edit" button.
5. Choose Reminder Date & Type: From the dropdown menu, select the date field you want to set a reminder for (e.g., Termination Date). Then, choose "Reminders" from the second dropdown menu.

Applying the Reminder:

1. Configure Reminder Settings: With Bulk Edit activated, you have the flexibility to define reminder settings that will apply to all selected contracts.
   • You can specify the email addresses to receive notifications on the chosen date.
   • Additionally, you have the option to include a custom message within the reminder.
2. Confirmation and Application: Review the reminder settings you've defined. Once satisfied, click the "Save" button to apply the reminders to all selected contracts.

Important Note:

If the selected contracts lack a future value for the chosen date, the bulk reminder option won't be available. In such cases, you'll need to add a future date value to those contracts before enabling bulk reminders.

Do you have questions?

Our Support Team is happy to assist you! Feel free to reach out to support@contractsafe.com for any inquiries related to Bulk Actions or reminders within ContractSafe.