Availability: Starter*, Business**, and Enterprise plans
* On Starter plans, renewal dates can be set automatically by AI as part of AI data extraction functionality.
** Manually configuring renewal settings requires the Agreement Renewals extension (included on Enterprise; available as a paid add-on on Business).
How renewal dates get set
There are two ways a renewal date ends up on a document: AI sets it automatically, or you set it manually.
If your account has AI Data Extraction enabled, the AI reads each uploaded or imported contract and sets the renewal date for you — no manual setup required. Once the renewal date is set, the renewal alert is also automatically enabled for that document.
Note: If the AI only finds an agreement date with no expiration date or term length, it won't set a renewal date automatically. You can set it manually instead (see below).
Note: Automatic renewal date setting requires both the Agreement Renewals and AI Data Extraction to be active on your account.
Renewal notification setup for templates and documents
Set up renewal notifications for a specific template so that any document created from that template will inherit those renewal notification settings. You can also set up renewal notifications for an individual document in any Status.
Open a template/document, and click the ellipses > Settings > Renewal. Set your:
Renewal date: choose a set number of months after document completion or after a specific date
Notification email: enable a renewal email notification for the document owner and choose when it should be sent (# days before renewal)
Click Apply to save the settings.
Alternatively, select the document Info button at the top of the page > Settings tab, and set up the renewal settings here.
Upcoming document renewals
In your document list, select the Upcoming renewals tab to see all documents with an approaching renewal date.
Hover over a date to see the exact time.
Use the Filters button to narrow the list by renewal date range, status, owner, counterparty, or other data fields.
Disable or enable Agreement Renewals extension
Agreement Renewals is an extension that can be toggled on or off for your workspace by the account owner.
Note: On some newer accounts, Agreement Renewals are enabled by default as part of the AI CLM rollout. You don't need to install it manually.
To disable or re-enable it:
Go to Extensions.
Find Agreement Renewals in the list. Link to the extension.
Select the Install/Uninstall if you have one workspace. If you have multiple, select Workspaces, then check/uncheck the workspaces and select Save changes.
Note: Only the Account owner can enable and disable extensions.