Renewal Tracking & Dashboards
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Central dashboard with real-time status of all renewals
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Calendar views for upcoming deadlines
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Automated renewal workflows and reminders
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Bulk renewals with field updates
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Optional automatic renewal based on user preferences
Bulk
Operations
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Bulk edit items with precise filters
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Bulk creation of reminder notifications
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Flexible reminder ownership and contact selection
Forms & Documents
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Create custom forms for renewal workflows and requests
Data Management & Retention
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Copy structures and associated data
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Permanent deletion options for cleanup
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Defined retention for email logs and audit history
Organization & Scalability
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Manage unlimited items with flexible structure
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Supports internal needs and external stakeholders
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Custom fields, statuses, and workflows
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Centralized file storage with instant access
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Configurable renewal frequencies
Notifications & Email
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Automated email reminders and summaries
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Customizable email templates with attachments
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Direct links to items from emails
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CC/BCC controls and addressing management
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Delivery alerts and email logs
Users & Administration
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Role-based access and secure login
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Self-service administration and branding
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Custom user roles and notification-only users
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Subscription usage tracking
Attachments & Reporting
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Centralized attachment reporting and visibility
Search & Data Access
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Shared and personal saved search views
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Advanced search filters (including “has value” fields)
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Search and manage contact details across all levels
Calendar Integration
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Add or send renewal reminders as calendar events
Security & Authentication
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SSL encryption, MFA, and SSO support
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Strong password policies and account protection
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Cisco Duo integration (including BYOC option)
Import &
Export
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Import/export with Microsoft Excel
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Custom templates aligned to your configuration
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Bulk import of items, contacts, and reminders
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Enhanced export options across all data levels
Planned Enhancements
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REST API for system integrations
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Continued search improvements
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Expanded item-level contact import
We are always looking to enhance RenewalTracker with key features that help you more easily manage your renewal items. If you don't see a feature you need, please reach out. We always prioritize based on our customers' needs.