Reminder Schedules

No one wants to chase down consultants and team members for responses and reviews. With the Automated Reminder Schedules feature, users can set up email reminders to be sent at predetermined intervals.

Creating Reminder Schedules

Step 1: In your project, click 'Settings' in the left-hand navigation bar. 

Step 2: Click on 'Reminder Schedules'.

Step 3: Click '+ Create new schedule'. 

Step 4: Click in the 'Apply to' box to see a dropdown list of the workflows you can apply these reminder schedules. 

Step 5: Select as many workflows as you would like. 

Step 6: Edit the reminder information to set the number of days before or after you want to send the reminders. If you want to add multiple reminders for the same document types, click '+ Add new interval'. 

Pausing a Reminder Schedule

If you no longer want the reminder schedule to be active, you can use the toggle to pause the schedule. 

Deleting a Reminder Schedule

If you want to delete the reminder schedule, click the 'Delete' button in the bottom right-hand corner.