How do I activate advanced reminders on a document?

Modified on Mon, 9 Sep at 12:08 PM

Please contact support@complianceonline.co.za if you would like this feature activated on your client profile at no extra cost.


Video:


Steps: 

1. Log in to your Policy Passport profile and click on the "Admin" tab


2. Click "Files"

Click 'Files'


3. Click on the file you want to add the advanced reminder to 

Click 'AI in the workplace'


4. Click "File Actions"

Click 'File Actions'


5. Click "Quick edit"

Click 'Quick edit'


6. Scroll down to "Get reminded about this document"

Scroll down to 'Get reminded about this document'


7. Click "click here"

Click 'click here'


8. Click on the "Reminder Date"

Click here


9. Choose a date

  • Choose a date when the document should be updated.
Choose a date


10. Enable advanced reminders

Enable advanced reminders


11. Search for a user to assign the reminder to. 

  • The user does not have to be an administrator and will not receive admin rights.

  • The user you select here will receive an email reminder on the days as indicated. 

  • The user you select here will be able to view files that they are responsible for and leave notes on their progress for administrators to view. 

  • The reminder emails will only stop once the administrator has updated the new version of the document and reset the reminder date to a new future date. 

Search for a user to assign the reminder to


12. The people assigned to the advanced reminder will show up here.

  • You can assign more than one person to receive reminders to update the given document. 
The people assigned to the advanced reminder will show up here


13. Scroll down and click "Next"

Scroll down and click 'Next'


14. Click "Next"

Click 'Next'


15. Click "Next"

Click 'Next'


16. Click "Next  →"

Click 'Next  →'

You have now successfully enabled advanced reminders on the given document.  

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