Now users will be able to see a dashboard with their upcoming automated reminders and have the possibility to manage them.

To view upcoming reminders, navigate to the “My Documents” tab. Then click on the “Upcoming reminders” button in the sidebar. You will then be able to view a table of all the upcoming reminders that have not been sent out yet. Once reminders have been sent, they will be removed from the table.

The "Upcoming reminders" dashboard will display:

You can change an upcoming reminder before it's sent. If you wish to modify a reminder, you can click the 3 dots next to the relevant reminder. This will provide you with 4 different options:

Reallocate reminder

Clicking on the reallocate reminder option will bring up a menu that will allow you to modify the recipients of the reminder email. You are able to modify the name and email address of existing recipients.

You are also able to add new recipients by clicking the “Add new recipient” button. You will then have the option to assign a relevant role to the recipient based on the available roles that have been set up in the original template. These recipients will be added to the document.

If you so wish, you can also choose to refrain from adding the recipient to the document so that they only receive a reminder email and nothing more.

Once you have modified the relevant recipients, press the “Update recipients” button to ensure that your changes have been saved. The changes you have made will be updated on the Reminders page.

Change date of reminder

Clicking on the “Change date of reminder” button will allow you to change the date and the time that the reminder email will be sent at. Clicking on the button should bring you to the following menu.

You will be able to use the date picker to select the relevant date. The two drop down options below allow you to select the hour of the day and minute of the day respectively that the reminder email will be sent at. The drop down option at the very bottom will allow you to select the relevant time zone.

Once you have selected the relevant date and time, click on the “Reschedule” button to save your changes. The changes you have made will be updated on the Reminders page.

Send reminder now

Clicking on the “Send reminder now” button will allow you to send the reminder email instantly. Clicking on the button should bring up the following prompt.

To proceed with the sending of the reminder email, click on the “Send reminder” button.

Delete

Clicking on the “Delete” button will allow you to delete set reminder(s) in the “Upcoming reminders” tab.

Once you click the relevant button, it should bring up the following prompt.

To proceed deleting a reminder, click on the “Delete” button.