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Working with Document Reminders

This guide provides an overview of how to use the document reminder feature once it has been set up, with a particular focus on how to efficiently create reminders via the reminder wizard. Document reminders enable automated notifications for important document actions or deadlines and help users stay informed about document-related tasks.

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:

  1. Navigate to the document area: Go to the document search, document entries or datagrid where your desired document is displayed.
  2. Select a document: Select the document for which you want to set up a reminder.

  3. Click on the Create reminder action: Once the document has been selected, the reminder wizard will open to start the setup process.

  4. 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.

  5. 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.

  6. Finish the setup:

    • Review the reminder details and click Finish on the next page to finalize the reminder setup.