Before you begin
Make sure the contract has both an Effective Date and a Termination Date. The Auto-renew setting appears with the contract’s date fields.
- Use the current Contract Page layout shown in your account. On the upgraded Contract Page, date fields are available in the Contract & Info Workspace.
- Confirm the Deadline to Nonrenew and Renewal Term before turning on Auto-renew.
- If the contract has a date reminder, review the reminder after enabling Auto-renew so the notification continues to support the next renewal date.
For the current contract viewer and date-field location, see Using the Contract & Info Workspace on the New Contract page.
Enable Auto-renew
Use these steps if your account is using the upgraded Contract Page.
- Open the contract from your contracts list.
- Open the Contract & Info Workspace if it is not already visible.
- Enter or confirm the Effective Date and Termination Date.
- Select the Auto-renew checkbox beneath the Termination Date.
- When the renewal-term menu appears, choose the appropriate Renewal Term.
- Select Set to save the renewal term.
When Auto-renew is enabled, the checkbox displays as selected. If it is already selected, the contract is configured to renew automatically.
Note: The date fields update automatically once their respective dates are reached.
Because the Deadline to Non-Renew occurs before the Termination Date, it will update first.
The Termination Date will also update automatically once it is reached, provided that auto-renewal is enabled.
If a date field is set to auto renew with a reminder, the reminder date will also auto adjust based on the next renewal date.
Tip: For better key dates management, you may also click the grey bell icon adjacent to the Termination date to set a reminder. For more details on setting up reminders, please check out this article: Setting Date Reminders
Because the Deadline to Non-Renew occurs before the Termination Date, it will update first.
The Termination Date will also update automatically once it is reached, provided that auto-renewal is enabled.
If a date field is set to auto renew with a reminder, the reminder date will also auto adjust based on the next renewal date.
Tip: For better key dates management, you may also click the grey bell icon adjacent to the Termination date to set a reminder. For more details on setting up reminders, please check out this article: Setting Date Reminders
Please reach out to support@contractsafe.com for any questions.