Contract Management

Using the Obligations Calendar

See every payment, deadline, and renewal across all your contracts in a single monthly calendar, filterable by contract and by who owns each task.

2 min read

Overview

The Calendar page rolls up obligations from every contract you own, view, or are assigned to sign into one monthly view — so you don't have to open each contract individually to see what's due.


Before you start

RequirementDetails
PlanStarter, Pro, or Enterprise
Data shownObligations from any contract where you're the owner, an invited viewer, or an assigned signatory — only the latest version of each contract is included

If your plan doesn't include this feature, the Calendar page shows a blurred preview with an upgrade prompt instead of your real data.


Reading the page

At the top, four stat cards summarize the currently filtered view:

CardMeaning
This monthTotal obligation occurrences due in the visible month
OwnerHow many of those are owner obligations
SignatorHow many are signatory obligations
OngoingObligations with no fixed due date (trigger-based or open-ended)

Below that, the month grid shows a colored chip on each day that has something due — blue for owner obligations, amber for signatory ones. Use the arrows to move between months, or Today to jump back to the current month.


Filtering and navigating

  • Use the Contract filter to narrow the calendar to a single contract.
  • Use the Type filter to show only Owner or only Signator obligations.
  • Click any day on the grid to filter the side list down to just that day's obligations; click it again to go back to the default Upcoming obligations list (the next 10 occurrences across the whole month, soonest first).
  • Obligations in the side list are grouped by contract, with each group collapsible.

A separate Ongoing (no due date) panel below the list shows obligations that don't have a fixed date — mostly ones scheduled by trigger event rather than a due date.


Recognizing who owns what

  • Obligations you don't own (created on a contract someone else owns) show a small avatar and the owner's name so you can tell at a glance whose contract it belongs to.
  • A sparkle icon on an obligation card means it was suggested by AI and hasn't been edited yet — hover it for confirmation.
  • Clicking any obligation card takes you straight to that contract's Obligations tab.

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Using the Obligations Calendar · DottSign Help