Document Reminders

Document reminders keep you informed

Document reminders help you remember important dates and avoid missed deadlines. For example, reminders can be set on important contracts in time for sufficient review prior to renewal date. Recurring reminders can also be set, for instance on reports that must be routinely prepared and submitted.

With a right-click in the desktop edition, users can create and edit document reminders. Reminders can have one or more files associated in the reminder event. Reminder alerts are sent by email, appear in the system, and can also be added as an Outlook Calendar event.

Document reminders

Set document reminders on files that require attention later and receive alerts to take action before important deadlines are missed.

Document Reminder features

Right-click

Set and edit document reminders in the Windows right-click menu on the desktop client.

Set reminders

Set document reminders as a one-time or recurring event.

Receive reminders

Receive reminder notifications via email, inside Document Locator, or add reminders to the Outlook Calendar.

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Event subscriptions

Stay informed when changes, updates, or other important events occur with document subscription notifications.Learn More »

Records policies

Minimize risk in compliance, legal actions, and e-discovery by defining records policies that capture, identify, store, and dispose of files according to requirements.Learn More »

Notifications and alerts

Document Notifications keep people informed about document changes, routing of documents for reviews and approvals, and more. Learn More »

Learn more

Be ready for the next audit.

Be ready for the next audit

Automate document control procedures to comply with quality and compliance standards including ISO, FDA, HIPAA, and more.
Quality & Compliance
HR files under control

Employee files under control

Manage employee files, automate workforce procedures, take command of forms, policies, and more.
Human Resources
Project file management

Structured project files

Automate project folder creation, document reviews and approvals, track status over time, and monitor activity through reports.
Project Management
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Automate business processes

Automate the flow of documents and information to define, optimize, and control repeatable business processes.
Operations

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