---
title: "Creating and Managing System Reminders"
canonical: "https://support.mercell.com/space/MKB/196280329654/Creating%20and%20Managing%20System%20Reminders"
format: markdown
---
[CLM]  

The **Reminders** feature allows you to set up highly customisable notifications for important contractual events. These reminders generate both system **Alerts** and email notifications.

You can view existing reminders by clicking **Tracking** in the top navigation bar and selecting **Reminders**. The list is initially sorted alphabetically, but you can change the order using the **"Organize"** option.

To see only the reminders assigned specifically to you, select **"Show reminders targeted at the user"**.


### Creating a New Reminder


Click **"Add new reminder"** and configure the following steps:


#### 1. Basic Information and Scope


|  |  |  |
| --- | --- | --- |
| Field | Action | Notes |
| **Name & Description** | Enter a clear **Name** and **Description** for the reminder. | These details appear in the notification email. |
| **Adjustment (Scope)** | Select one of the four options to define which contracts the reminder applies to: | This is the most crucial step for targeting. |
|  | **All contracts of the organisation** | Applies universally. |
|  | **Contracts of selected units** | Click **"Add unit"** to search for and select one or more units. |
|  | **For the contracts of the selected sets of contracts** | Click **"Add contract entity"** to search for and select one or more contract entities. |
|  | **For selected contracts** | Click **"Add Agreement"** to search for and select specific individual contracts. |


#### 2. Timings (When to Send)


You must choose **either** a schedule (relative timing) **or** specific dates. Multiple timings can be assigned to the same reminder.

|  |  |
| --- | --- |
| Option | Action |
| **Schedules** (Relative Timing) | Select **"Schedules"**. Enter the number of **days/weeks/months** before the event, and then select the relevant contract event: **Before the start/end of the contract period** or **Before the start/end of the option period**. |
| **Date Timings** (Specific Date) | Select **"Add date"**. Choose the specific reminder date from the **calendar view**. |


#### 3. Recipients (Who to Notify)


Define who receives the reminder notification:

|  |  |
| --- | --- |
| Recipient Type | Action |
| **Contract Responsibles** | Check the boxes for **The person responsible for the contract** and/or **Substitute persons responsible for the contract**. |
| **Selected Users** | Click **"Add User"** to search for and select one or more internal system users. |
| **Email Recipients** | Enter an external email address and select the **Plus icon** |

Finally, click **Save**.


### The Reminder Message


Set reminders are sent to the recipient's email address by the system (Mercell Agreement) during the **night before the reminder time**. The message contains a summary of all contracts the reminder applies to on that day.

The email includes:

- The contract's **description**.
- The contract's **name** and **identifier**.
- A **link to the contract** for quick access.


### Managing and Searching Reminders


- **Editing a Reminder:** Select the reminder from the list and choose **"Edit"**. You can perform any of the same functions as when creating it.
- **Deleting a Reminder:** Select the reminder from the list, choose **"Delete"**, and confirm the deletion prompt: **"Are you sure you want to delete the selected item?"**
- **Searching:** Use the **search function** to find created reminders. You can refine the search using keywords.

<span style="color: #97a0af">*Article Ref: 201020251126*</span>