Working with Document Reminders

The Document Reminder feature in Document Central simplifies the process of managing document-related tasks by enabling automated notifications for important actions and deadlines. With a user-friendly Reminder Wizard, users can quickly and efficiently create reminders, ensuring timely follow-up and improved task oversight.

Creating document reminders with the reminder wizard

The reminder wizard is a practical tool for creating document reminders directly in the system. Accessible from various areas - including the document search, document entries and the datagrid - the reminder wizard simplifies the process of setting up a new reminder for a selected document.

Steps to create a document reminder with the Reminder Wizard:

Navigate to the document area: Go to the document search, document entries or datagrid where your desired document is displayed.
Select a document: Select the document for which you want to set up a reminder.
Click on the Create reminder action: Once the document has been selected, the reminder wizard will open to start the setup process.
Select a reminder type:
- Create from Catalog: Select a predefined reminder catalog to set the notification description on the next page.
- Create Custom Reminder: Allows you to enter a customized notification message on the next page according to your preferences.
Configure the reminder details:
- Reminder Date: Set the date on which the reminder should be triggered.
- Reminder time: Specify the exact time at which the reminder should be sent.
- Recipient type: Select whether the reminder should be sent to a specific user or user group.
- Select recipient: Based on the recipient type, select the specific user or user group to receive the reminder.
Finish the setup:
- Review the reminder details and click Finish on the next page to finalize the reminder setup.