How-to guides

Small operating guides for the work around a renewal.

Each topic is a full page of steps that match the current Renewal Vista application. Confirm access and plan features in your organization.

Track a contract renewal

Create one renewal record for the agreement, then fill vendor, owner, dates, cost, and the decision.

CSV import is a Standard and Business Intake workflow. Rows are staged, corrected, and approved before they become renewals.

Store the agreement on the renewal. Files are private PDFs streamed through authorized endpoints, not public links.

PDF Intake extracts proposed fields. You review them and approve before a renewal is created or updated.

Store the last practical date to give notice separately from the renewal date, and optionally derive it from notice days.

Email reminders are on Standard and Business. Defaults are 90/60/30/7 before renewal and 30/14/7 before cancellation.

Create the vendor first when you can, link each renewal to it, and mark inactive instead of deleting history.

Start on the Dashboard, work Needs Attention, then open the renewal to mark it reviewed or record a decision.

Reports exports authorized renewals and vendors as CSV. PDF reports follow the current plan and access rules.

Confidential records are visible only to Admins, the owner, and assigned users — including lists, documents, reports, and history.