What is the Follow-Up Date?
The follow-up date defines when Candis automatically sends a notification to the person responsible for a contract, reminding them to review it. You can set the date freely and adjust it at any time.
Typical use case: You set the follow-up date shortly before a contract's cancellation deadline expires — ensuring the responsible person can act in time.
The follow-up date is only available for documents classified as a contract. Documents with a different classification do not display this field.
Requirements
The document must be classified as a contract.
You need access to the relevant contract in Candis.
The person responsible for the contract receives the notification — make sure the responsible person is correctly assigned before setting a follow-up date.
Setting a Follow-Up Date
Open the desired contract in Candis.
Locate the Follow-up date field in the editing panel.
Select a date from the calendar or enter it manually in the format
DD.MM.YYYY.Save your input.
Candis automatically notifies the responsible person on the selected date.
Tip: You can update the follow-up date at any time — open the contract again and adjust the date in the Follow-up date field.
Using the Reminder Before Cancellation Deadline
Candis also provides the Reminder before cancellation deadline field, which automatically calculates the follow-up date based on the Last cancellation date.
Follow these steps:
Enter the date by which the contract must be cancelled in the Last cancellation date field.
Select one of the predefined timeframes in the Reminder before cancellation deadline field:
1 week
2 weeks
4 weeks
2 months
3 months
Custom — you enter the follow-up date directly yourself
Candis calculates the follow-up date automatically and enters it in the corresponding field.
Example: Last cancellation date is 16.04.2026, reminder is set to "2 weeks" → Candis automatically sets the follow-up date to 02.04.2026.
Note: If you select Custom, you must enter the follow-up date manually. Candis does not calculate it automatically in this case.
Use Cases
Contract with an annual cancellation deadline A rental agreement runs until 01.10.2025 and has a three-month cancellation period. You enter 01.07.2025 as the last cancellation date and select "4 weeks" as the reminder timeframe. Candis automatically sets the follow-up date to 03.06.2025 — the responsible person receives a reminder and has enough time to decide whether to renew or cancel the contract.
Follow-up for contract review A software contract is reviewed annually. You manually set the follow-up date two months before the contract end date — giving the responsible person sufficient time to renegotiate terms or cancel the contract.