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What are Critical Date Reminders and how do I manage them?

Critical Date Reminders alert you to upcoming contract renewals, expirations, and key milestones by weekly email and on your calendar.

Critical Date Reminders are automated weekly email notifications that alert you to upcoming contract renewals, expirations, and other key dates across your contract library. They are designed to give you enough lead time to take action before an important deadline passes.

How do Critical Date Reminders work?

Librari automatically extracts key dates from your contracts including effective dates, expiration dates, and renewal dates. Critical Date Reminders use this extracted data to send you a weekly email summarizing upcoming deadlines across your contract library. This means your reminders are always based on the actual contract data Librari has extracted, not manual entries.

How do I turn Critical Date Reminders on or off?

Critical Date Reminders are enabled by default for all accounts. To manage your reminder settings:

  1. Navigate to Settings from your Librari dashboard.
  2. Find the Email Notification Settings section.
  3. Check or uncheck Critical Date Reminders, then click Save.

Who receives Critical Date Reminders?

Each user on your account manages their own Critical Date Reminder settings independently. Turning reminders off for your account does not affect other team members on the same account.

What dates trigger a Critical Date Reminder?

Critical Date Reminders are triggered by key dates extracted from your contracts including expiration dates, renewal dates, and other milestone dates identified during processing. The reminder is sent on a weekly basis covering upcoming deadlines within a rolling window.

Can I see my critical dates in Librari?

Yes. Click Calendar in the left navigation to see your upcoming key dates, such as renewals and expirations, in one place. Use the 1 mo, 3 mo, 6 mo, 1 yr, or All buttons to change how far ahead you look.

Can I add my critical dates to my own calendar?

Yes. Calendar Sync puts your renewal and expiration dates on the calendar you already use, and keeps them up to date automatically.

  1. Navigate to Settings from your Librari dashboard and find the Calendar Sync section.
  2. Choose which dates to include, such as renewal dates and expiration dates, and how far ahead your reminders should reach.
  3. Click Save reminder settings.
  4. Click Add to Google Calendar, Add to Outlook, or Add to Apple Calendar, or copy your private feed link to add it to another calendar app.

Calendar Sync is one-way and read-only. Librari never sees or changes anything on your calendar. Subscribed calendars refresh about once a day. Anyone with your private feed link can view your dates, so treat it like a password. If you need to, click Regenerate link in Calendar Sync to disable the old link.

Questions?

Contact us at support@thelibrari.com.