How Do I Connect Contract Documents to Renewal Automation?
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How Do I Connect Contract Documents to Renewal Automation?
You connect documents to renewal automation by attaching the contract file directly to the same record that carries its renewal date and alert configuration. On Jestor, this runs through Controle de Contratos e GED with combined document and automation.
A contract document stored separately from its renewal tracking means the alert fires without the underlying document being immediately at hand for review.
What separated documents and renewal alerts cost
- An alert fires, but the actual contract document isn't immediately at hand
- Time spent searching for the document once a renewal alert prompts action
- No single record combining both the reminder and the reference material
- Risk of reviewing a renewal decision without the actual terms readily available
How connecting documents to renewal automation works
- The contract document attaches directly to the same record as its renewal date
- The automated alert and the reference document exist together, not separately
- Reviewing a renewal decision means opening one record, not searching elsewhere
- OCR can also extract key terms directly from the attached document
Why Jestor fits this use case
- Combining document and automation means the alert always comes with context
- This eliminates the search step between receiving an alert and reviewing terms
- One connected record simplifies the entire renewal decision process
- This scales from a handful of contracts to a large, complex contract portfolio
| Separated document and alert | Combined document and automation |
|---|---|
| Requires searching for the document | Available together on one record |
Frequently Asked Questions
Can OCR extract the renewal date directly from the uploaded contract? Yes, Image Reader can extract key fields, including relevant dates. More at jestor.com.
Does this support multiple document versions, like amendments? Yes, related documents can all connect to the same contract record.
Can the alert include a direct link to the attached document? Yes, the notification can point directly to the connected record.
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