How to create a Reminder?

Modified on: Mon, 2 Nov, 2020 at 4:40 PM

This feature allows you to set a reminder for yourself and others which will be delivered by email. The email notification will be sent according to time setup under When to remind your contact. Each notification can be sent at different times.

All reminders are attached to a specific document, and you can add more than one person to the same reminder. 

Quick Reminder creation

Step 1: Right-click on the document and select the “Reminders” option.

Step 2: Fill in all the fields

  1. Choose the Reminder Type. (to close the reminder type list click outside the list)
  2. Add the subject and body of the message for the reminder notification email. 
  3. Select an Event date. (i.e. Expiration date of your passport).
  4. Click on “+ Remind Another Contact”, if you want to send the same reminder to another contact.  Select the contact that you want to send this reminder to and when you want to remind them (days, weeks, or months before the event date).

Step 3: Click on “Add Reminder”

You can preview all of your reminders and see all contacts associated with each reminder in the “Reminder” tab located on the left menu.  If you want to review the reminder details, double click on the reminder itself. All of the contacts added to the reminder will receive an email notification.

Viewing a document

You can also create a reminder when you have an open document using the Action button - Reminders on the right of the preview window.

Step 1: Click on the Reminders button

Step 2: Fill in all the fields

Step 3: Click on “Add Reminder”

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