Contract Management
It would be handy to have a clearly labeled contract "asset" be able to save a pdf of contract and set the expiration date.
It would be handy to have a clearly labeled contract "asset" be able to save a pdf of contract and set the expiration date.
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Comments2
Plum Ash
Sep 5, 2023
You can create a new asset layout with one field as «date» you Call expiration, dont really need more maybe a created field with «date» and a notes «Rich text» and save the layout, then just add files as attachments to the new asset you create and set created and expire.
Plum Ash
Sep 5, 2023
At the expirations field turn on « Add to Expirations» then it Will show up at ur dashboard x days before it expires.