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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.

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Comments2

  • Plum Ash

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    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.