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How to Send Reminders to Counterparties#

ContractRoom provides you with a quick and easy way to send reminders to your counterparty about pending activities on their side which might be delaying a negotiation. These reminders are emails sent by the platform on your behalf indicating the agreement that is pending review by your counterparty.

Follow these steps to send an email reminder:

  1. Go to the Agreements tab
  2. Select the row (do not click the agreement name, as it will open the agreement) where the agreement you want to send the reminder about is located
  3. A contextual menu will appear, click Resend email reminders option
  4. A pop-up window will appear indicating that a reminder will be sent to the user the agreement is pending on. Click Ok.
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