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Customize Email Notices of Contract Expiration or Renewal

When you add a contract to a matter, the Contract Status & Expiration/Renewal Data section of the contract profile form provides the following options for tracking renewal dates and details:
  • Automatic Renewal Unless Cancelled
  • Expires Unless Renewed
  • Expires on a Specific Date
  • Terminable at any time with notice
  • Other
Depending on your selection, Tracker sends an email notification by default to the Contract Person Responsible at a relative date, such as the contract renewal date or 60 days before the contract expires. You can customize the notification details.
  1. Click the Pencil icon (
    View details
    ) for the relevant date.
  2. In the
    Date/Event
     form, select the timing for the notification.You can select multiple timing options. If you select
    Send immediately,
     the message is sent when you click
    OK
    . Use this feature to re-send the notification at any time.
  3. Select the recipients. The Person Responsible is always notified. You can select one non-participant Tracker user (Other User) and multiple non-Tracker users (Other Emails). Tracker does not verify the validity of the addresses.
  4. Click
    OK
    .
Email notices are delivered at 1:00 AM Pacific Time (4:00 AM Eastern). The Events page for the matter displays a historical record of all email notifications that have been sent.
If you select Automatic Renewal Unless Cancelled or Expires Unless Renewed but the matter is closed, Tracker does not send a notification about expiration or renewal of the contract.

This article applies to:

  • Product: Legal Tracker
  • Subject: Documents
  • Audiences: Company