Auto-detected reminder tasks on signed contracts

How to set auto-detected reminder tasks on signed contracts?

Contracts generate tasks throughout their entire lifecycle. Define and manage your legal obligations to your contracts to ensure they are executed.

Our Smart Reader can detect future dates in your contracts signed through Contractbook and use them to make automated suggestions for reminder tasks. This will help you to stay ahead of all your legal obligations.

If there are any dates in your signed contract, they will be detected and presented in the right-hand sidebar of the opened document.

To proceed with setting up the new task you can simply click on Set Reminders and choose the date you wish to adjust a task reminder for.

You can select one of the following types of tasks: Milestone, Obligation, Renewal, or Expiration. 

With our Smart Reader, it is that easy to stay ahead of your upcoming tasks and organize a seamless reminders flow in which your obligations are always followed-up.

If you are on our Foundation plan, you can use the in-app automation builder to cut the manual work and fully automate tasks. Learn how to automate your reminder tasks here.

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.