There are four different types of daily reminders:
- Approval reminder — only available in case you have the Approval Workflow and Approvers set up in your company.
- Documents that require actions from you.
-
Warehouse items that require managing stock level — only available in case you have the Inventory module activated.
-
Reminder about processed draft attachments — only available in case you have the OCR feature activated.
You can find Daily Reminders in the Configuration —> Basic Settings —> Daily Reminders tab.
Approval Reminders
Settings from this section are applied to the Approval Reminder emails.
This feature allows you to customize the email-sending frequency for company approvers only.
All approvers will get emails on the selected days. These emails will provide information about the documents requiring their approval.
Please note: The approvers should mark the Approval Reminder checkbox as active to receive these emails on the Email Preferences page and press the Update button below to save the changes.
Documents that require actions from you
Settings from this section will be applied to the Documents that require actions from you.
This feature allows you to customize the email-sending frequency for all company users.
All users of your company will get emails on the selected days.
Please note: Users should mark the Documents that require actions from your checkbox as active to receive these emails on the Email Preferences page and press the Update button below to save the changes.
Warehouse items that require managing stock level
This feature allows you to customize the email-sending frequency for all company users.
Please note: Users should mark the Inventory Low Stock reminder checkbox as active to receive these emails on the Email Preferences page and press the Update button below to save the changes.
All users of your company will get emails on the selected days.
Reminder about processed draft attachments
This feature allows you to customize the email-sending frequency for all company users.
Please note: Users should mark the Reminder about draft attachments that have been processed checkbox as active to receive these emails on the Email Preferences page and press the Update button below to save the changes.
All users of your company will get emails on the selected days.
