Company-level reminder defaults
In Settings, you can define default reminder timing before renewal dates and cancellation deadlines. You can also choose different schedules by renewal frequency and set the company timezone used for reminder timing.
Document-level reminder controls
Each document can override reminder channels by toggling email or SMS delivery. Owners and assigned teams receive reminders based on the document assignment and your reminder preferences.
Who receives reminders
- Document owners receive reminders.
- Assigned teams can receive reminders when the document is attached to team access.
- SMS depends on plan availability and the user having SMS notifications enabled in their profile.