Note: This page is in progress!

Reminders are scheduled notifications that are set to be sent to whomever listed in the notification, for whichever purpose and with the chosen template from Document Template Manager.

In order to reach the functionality available through reminders, we need to go to:

Dashboard Ribbon Menu > Launch > Reminders

This will bring up the list of reminders that are either scheduled to be sent and/or can be sent manually. We can add a reminder by clicking new > reminder from the ribbons menu on top right.

It will bring the following screen which we need to fill out:

General

This section has the preliminary information such as the name. Also, if you would like to create activity, make sure the related checkbox is checked.

Execution criteria

This section requires the type record as well as Criteria Type to be filled.

Advanced Search under Criteria Type will bring the search module by clicking the 'Modify' link.

Other than Advanced Search under Criteria Type will bring the list of choices. Clicking them will generate a notification per selection. For example, the same recipient will receive one notification for Financial Report and another one for Progress Report.