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How to Create a Reminder

You can watch the video procedure or follow the instructions below.

Instructions

1. Go to the “Communications” tab and the “Reminders” subtab.

2. Click on “Add” at the top right.

3. In the “Assignation” section, select the entity to which you assign the reminder.

4. Select the date of the reminder.

5. Tick “Recurring” if that is the case, and enter the recurrence. For example, “Every 2 week(s) x 12” means that the reminder will appear once every two weeks 12 different times, which is a period of 24 weeks.

6. Describe the reminder.

7. Click on “Finish.”

8. To send the reminder, click on “Email” or on “Text Message” at the top right.

You have now created a reminder.

Transcription of the Subtitles

Here is how you create a reminder.

Go to the “Communications” tab and the “Reminders” subtab, and click on “Add” in the upper right corner.

Select the entity to which the reminder is assigned and the date of the reminder.

You can tick “Recurring” if you want the reminder to repeat itself. Next, enter the recurrence. For example, if the date is March 20th and the recurrence is “Every one month times 3,” the reminder will appear on March 20th, April 20th, and May 20th.

Enter a description of the reminder, and click on “Finish.”

You can send this reminder by email or by text message by clicking on “Email” or “Text message” in the upper right corner.

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