Now you can manage any of your contract's expiration date just by following simple steps.
Step 1: Go to All Documents. Select any one document to add expiration details.
Step 2: Click on Key terms drawer icon.
Or click on the three dotted icon and select Add Key Terms to add details related to the document.
Step 3: Go to Key Term and add details like contact name, entity type, contract date, contract end date and description.
Note: Contract date and contract end date, both are very crucial in adding expiration date of the document. The document creation date should not be limited to consider as contract date, a date where a document gets valid after sending to the counter party can also be considered as contract date.
Step 4: Click on Contract Expiring from the toolbar to see the document you added the contract details of (Meta Data).
Note: To view contract expiring within 3 months/ 6 months/ 12 months, select a button to view contracts expiring within that period of time.
For other documents, you can apply the same method to manage their expiration date.
Please feel free to reach out to us at firstname.lastname@example.org or via our app's live chat if you have any questions.