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Set Document Reminders and Due Dates

Remind employees to complete documents on time.

  1. Click Documents in the left navigation menu
  2. On the Manage Documents tab, find the document
  3. Click Options, then Reminder Settings
  4. Set the Due Date: a Specific Date or a number of Days After Assignment
  5. Under Reminder Frequency, choose how often to send reminders (every X days)
  6. Review the Email Notifications Preview: Employee Reminder Email, Due Date Reminder Email, Admin Overdue Notification and Post-Due Reminder Email
  7. Choose Stop Reminders at due date or Continue Reminders after due date
  8. Save your settings