SignTime’s Contract Lifecycle Management (CLM) feature supports all contract-related tasks through the following capabilities:
Centralized management of contract periods
Recording of renewal history
Renewal alerts (for senders)
With this feature, you can not only execute contracts but also centrally manage all your contracts directly within SignTime. It helps prevent missed renewals or terminations, improves contract oversight, and enhances overall operational efficiency.
*This feature is available in all paid plans.
*This feature is available for both "e-Signature" and "ScanTime".
■ How to Enable Contract Lifecycle Management
■ How to Re-register or Disable Contract Periods/Alerts
■ How to Enable Contract Lifecycle Management
1.Enable CLM in Detailed Settings
When uploading a document, go to Advanced Settings and check Enable Contract Renewal Management.
E-signature Service: When sending a new document or sending from a template
Scanner Storage Service: When importing a document
2.Enter contract details
Input the Contract Start Date, Contract End Date, and Alert Date.
If these fields are left blank, an error message will appear.
Entries can be edited later on the document detail page.
If your Group Owner has set a default Alert Date, it will be displayed automatically.
3.Click “Next”
Proceed to send or import the document to complete registration.
■ How to Re-register or Disable Contract Periods/Alerts
Once CLM is enabled during document upload, a renewal notification will be sent on the configured Alert Date.
Email notification: A notification email is sent to the sender.
Action Center: The document will appear in the Action Center list, where you can click Renew.
*Signers will not receive notifications.
1..From the notification email, or go to the Action Center in the app and select Renew for the relevant document.
In the Action Center → Renew tab, you can view all documents requiring renewal.
2.On the document page, choose one of the following:
a.Confirm Renewal: You can record the next contract period and set the next alert date.
Enter the Contract Start Date, Contract End Date, and Alert Date., then click Confirm Renewal.
If any field is left blank, an error message will appear.
The entered details will be recorded in the Renewal History section of the document detail page.
They can be modified later by clicking the Edit button.
b.Terminate Renewal: Click the Terminate Renewal button twice to disable the pre-renewal alert.
Past renewal history can be viewed in the Renewal History section of the document detail page.
Use this option when terminating a contract, switching to a new contract, or if the alert function is no longer needed.
For more details about the alert feature, please see How to use the alert feature.