This feature allows you to set email reminders for yourself and others. Email notifications will be sent according to the time set under the "Contacts" section while creating the reminder. Each notification can be scheduled for different times.

All reminders are attached to a specific document, and you can add multiple recipients 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

Choose the Reminder Type. (To close the reminder type list, click outside the list.)
Add the subject and body of the message for the reminder notification email.
Select an Event Date and Time (e.g., the expiration date of your passport).
Click on “+ Add Contact” if you want to send the same reminder to another contact. Click on the arrow next to the name to select the contact and specify when to remind them (days, weeks, or months before the event date).
Click Create.

Create a Reminder While Viewing a Document

To create a reminder while you have a document open, use the Action button or select "Reminders" on the right side next to the preview window.

Step 1: Click on the Reminders button

If there is already a reminder on the document, click Add New Reminder

Step 2: Fill in all the fields.

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

Managing Reminders

On the right panel of a document, you will be able to see, edit, or delete all reminders associated with the document. The number of reminders will be displayed on the button in the right-side panel.

To manage reminders:

Click on the three dots to view the reminder details, edit the reminder, or delete it.

Viewing All Reminders

All reminders are visible on the “Reminder” tab located on the main menu. To review the reminder details, double-click on the reminder itself. All contacts added to the reminder will receive an email notification.