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Contract renewals in Office 365

Date:April 30th, 2013 Author: Tags: , , , , , ,
Category: Reminder 365, SharePoint Alert, SharePoint Online / 365 / Cloud Comments:0 ;

Reminder 365

Remembering to check when contracts are up for renewal can be a chore. Instead of waiting for someone to nag you about it, beat them to it with your own monthly reminder e-mail.

Here’s how you’d set it up

Select your list and view:

Choose list

Then choose when you’d like the e-mails sent. Here we’ve set them up for the first Monday of each month:

Pick schedule

Next choose “Items due before next check” and the column with the renewal date in. This will send e-mails for renewals due this month:

Send alerts for

Give the e-mails a subject and some explanation in the header. We’ve chosen to end the e-mails to HR and copy in the manager:

Email

Give it a name, save it, and that’s it! Reminder 365 will start delivering e-mails like this every month:

Example email

 

signup

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