Overview
Global Automated Document Reminders exist to offer users a completely automated, set and forget option for reminding clients about document deadlines.
These are available for documents, confirmation statements, and other non-regulator forms that do not have a deadline date.
These global settings will enable you to do the following:
- Set up multiple reminders - You can pre-set up to 6 separate reminders on a global scale.
- Control when reminders are sent - You can select the date and time you want the reminders to be sent out
- Email, SMS or Both - You can specify if you want to send reminders by email, SMS or both
- Templates - You are also able to select which template you would like to use for sending the reminders
- Send To - You are able to control who the reminders are sent to.
- Attachments - You can choose documents to attach to these reminders.
- Labels - Choose a label to apply Global Document Reminders to specific companies.
Navigation
| From the Main Toolbar, head into Settings | |
| Select Automated Reminders | |
| In the left column, select Document Reminder |
Instructions
Three options are available for Global Automated Document Reminders:
| Reminder Type | Details |
|---|---|
| Document Deadline | Document Deadline Reminders are regulator forms that have a set deadline date, automated reminders will be sent based on the number of days before the deadline. |
| Annual Review / Return / Confirmation Statement | Annual Review / Return / Confirmation Statement automated reminders will be sent based on the number of days before the deadline. |
| Other Document | Other Document Reminders are non regulator forms that do not have a deadline date, automated reminders will be sent based on the number of days since the document has been prepared. |
Once the desired document type is selected, activate Global Automated Document Reminders by select the toggle on the right-hand side of the desired jurisdiction.
The following section will now appear:
| Select this to begin adding a global automated document reminder. | |
| Sender | Specify who the emails about the document reminders are coming from. |
| Send To | Select who these reminders are sent to (note this is only for non-digital signing. If digital signing is used the system will always send to all outstanding signers).
|
| Attach Documents | Toggle this option to automatically attach the documents to the reminder email.
|
| Select Labels | Choose the label that these global reminders will apply to. Companies with this selected label attached will have these reminders applied to them automatically. |
- To begin adding global document reminders, select ADD + Reminder.
- In the following window, select the desired days before deadline, send time, method of reminder, and template for the reminder:
- Click Save.
- Repeat steps 1-3 to continue adding up to 6 reminders:
The Global Automated Document Reminders settings are now complete. This will be applied to documents, annual reviews, or other forms for all relevant companies when they are prepared.