When the folder for a reminder or other documents are not yet created, please use this article to create the folder: Adding a new document
In the Documents archive, select the document you want to create a reminder for then select Edit document
Select the Reminders tab and enter the needed information for the reminder.
- Specify the date when the reminder message will be sent.
- The Add link to the document option adds a link to the reminder message, allowing the recipient to directly access the correct document in the Archive.
- In the Reminder field, you can edit the desired text for the reminder message.
- Finally, select the recipients who will receive the automated reminder. Only users with access to the specific document can be selected.
- Click Save reminder button when you are ready to save the reminder.