Key date reminders

The sidebar label is Key date reminders. The address stays /settings/notifications. This page is the workspace list of days. It is not where you choose email or in-app delivery. That choice is on Profile.

The field

Days before each key date says “Separate days with commas.” With no saved days, the field shows 90, 60, 30, 7.

Enter positive whole numbers, separated by commas, in any order. Spaces and duplicates are allowed. 7, 90, 60, 30, 90 is stored as 90, 60, 30, 7. Days are unique, sorted from largest to smallest, from 1 to 365, and at most six.

An empty value, 0, a negative, a decimal, text, 366, or a seventh distinct day says “Enter whole numbers from 1 to 365, separated by commas.”

Per contract type

On Edit contract type, Use workspace default starts on, so the type uses this list. Turn it off to type Days before each key date for that type only. Turn it on again to clear the type’s days.

Reminders go to people according to their Profile choices. A key date on an archived contract, or on a contract you can no longer open, is not sent. The daily digest is at 08:00 in your timezone, or the workspace timezone if you have not chosen one.