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Contract Expiry Dates

This article explains how to locate and add contract expiry dates.

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View Expiry Dates

Contract expiry dates can be viewed in various locations throughout Gatekeeper, and are used to drive functionality such as:

  • Reports
  • Dashboards
  • Workflow Triggers
  • Events

Contract Summary

To view the time until a contract reaches its expiry date, navigate to the contract summary:

  1. From the navigation menu, expand the Vault and click Contracts.
  2. Open the relevant contract record.

The contract summary is the first section to appear, displaying a calculation of the days until the expiry date.

expires in

If the Expires in field is 0 or <0, the status will show as Overdue.

Contract Dates

To view a contract's end date:

  1. From the navigation menu, expand the Vault and click Contracts.
  2. Open the relevant contract record.
  3. Scroll to the Contract Dates section.

This displays the Expires in field, and the End Date field.

contract dates section

Contract Repository

In the list view of all contracts, you can display End Date as a column and use it to sort the records:


See Configure Your Vault List Views for further details on managing the columns that display.

The following colours are used to indicate contract expiration urgency at a glance:

  • Red: Less than 4 weeks remaining
  • Orange: 4 to 8 weeks remaining
  • Black: More than 8 weeks remaining
  • Green: Evergreen contract with no expiration date

Add Expiry Dates

When creating a contract, you can set the expiry date. This can also be added or amended after the contract has been created.

When creating a contract manually (via the User Interface), in the Contract Dates section, enter an End Date or select the Evergreen checkbox if there is no end date.

When using Bulk Import, populate the End Date field in your tenant's configured date format, i.e

  • US - MM/DD/YYYY
  • UK - DD/MM/YYYY

See Configure the Import/Export Date Format for steps on how to set this.

Alternatively, set the Evergreen column to Yes if there is no end date. 

Additional Reading