Documents with due dates without CRM

Add a due date to a document

In order to add a due date to one of your documents so that you receive a reminder, select a document in a folder under Archive - Archive.

Open the documents’ detailed view. In the action bar, click on Add Document Reminder and a new window will open. Set the due date you want for the document here.

In this view, you can set the due date, what should be done and how you want to receive the reminder. At least one reminder type must be selected.

In the right-hand side of the screen, you can see which document the reminder is linked to. See below:

Note: To receive a reminder via SMS and e-mail, you should check that you have filled in your phone number and e-mail address under Admin - Users - (Select user) - Edit user.

Click Save after filling in all the information for your reminder.

In the folder where you have saved your documents, agreements, etc. you can see a reminder icon on those documents that have a reminder. See below.

Edit reminders

In order to edit a reminder, click on the reminder icon and the editing view will open. Do not forget to save the changes before leaving the view.

It is possible to see the reminder information also via the detailed view of the document. In this view, you can see the reminder information under the File Details tab. See below:

Remove a due date from a document

To delete a due date from a document, click on the reminder icon as described above. In the action bar, click on Delete.

The due date is removed from the document and the reminder icon disappears from the list.