Contracts automations

Contracts runs one daily job, and sends one e-mail by itself when a contract is signed. The options are explained in Contracts settings.

Daily job: expiry and reminders

• When: once a day.
• Expiry: every Valid contract whose End Date has passed becomes Expired. This always happens and has no option.
• Reminder: when Auto Contract Reminder is on, every valid contract that ends within Reminder Days sends its client the reminder e-mail, once for each end date, and gives the Activity Assignee a to-do "Contract expires in N day(s)" when one is set.
• How to stop the reminder: untick Auto Contract Reminder, or set Reminder Days to 0.

A signed contract announces itself

• When: as soon as both signatures are recorded and the contract becomes Valid.
• What it does: when Send Activation Notice is on, it e-mails the activation notice to the client, the followers and the extra recipients chosen in the settings.
• How to stop it: untick Send Activation Notice.