Anyone managing recurring contracts, invoices, or other periodic documents can now stop chasing expiry dates manually: a new configuration screen lets administrators turn on automatic renewal for documents marked 'Automatic' as soon as their renewal date arrives, running once a day on its own, with a cap on how many documents get processed per run, a chosen start time, a simulation mode to preview what would happen without creating anything, an optional internal report for whoever oversees the process, and automatic emailing of renewed documents to clients using a customisable template — the result is far less repetitive admin work and clients who reliably get what they need, on time.

Automatic renewal for expiring documents

There's no longer a need to manually track which contracts, invoices, or recurring documents are about to expire. A new configuration screen lets you switch on automatic renewal for any document set with renewal type 'Automatic' once its renewal date has arrived, running once a day without you having to lift a finger. Before trusting it fully, you can run everything in simulation mode first: the system logs what would be renewed and who would receive it, without actually creating documents or sending emails, so you can check the setup is right with zero risk. Once live, the process can be capped at a maximum number of documents per run and started at a time of your choosing, so it fits how your business actually operates. Whoever oversees the process can get an internal report of each run sent to chosen email addresses (or skip it entirely by leaving the field blank), while clients automatically receive their freshly renewed documents as email attachments — one email per client per run — using an email template you control.

  • Turn on daily automatic renewal for documents marked 'Automatic' once their renewal date arrives, with no manual step required
  • Cap the number of documents processed per run and choose a start time that fits your workflow
  • Test the setup safely in simulation mode, seeing what would be renewed and sent without creating anything for real
  • Get an internal report of each run sent to the addresses you choose, or skip it by leaving the field empty
  • Clients automatically receive their renewed documents as email attachments, using a customisable template, one email per client per run

01

What changes for you

If you manage contracts or documents that renew periodically, you no longer need to track expiry dates by hand or create each new document one by one — the system handles it daily, following the rules you set.

You stay in control by deciding how many documents get processed at a time and when the job runs, and you can trial the whole thing in simulation mode before switching it on for real, so there are no surprises.

02

Why it matters

The hours your team used to spend checking expiry dates and sending documents by hand shrink considerably, and clients receive their renewed documents on time, without delays caused by oversight or busy periods.

Having an internal report for each run means you can oversee the process without checking it step by step, giving you confidence in something that now runs on its own.