You can easily schedule reminders for Outstanding Documents in valid8Me.
Navigate to the Reminders tab within the Rules Library and then proceed to select "Create +" to initiate a new reminder.
A pop-up for creating a reminder rule will appear, allowing you to select "Outstanding Documents" from the Event Type dropdown menu.
Next, you can choose the Frequency and a Special Condition for the reminder rule. This one will send a reminder after a week for all Risk Ratings.
The Outstanding Documents reminder has now been successfully added.
By navigating to the Reminders tab in the My Work area, we can see that there is a reminder for Outstanding Documents.
Located on the right-hand side, you will find an option to view the reminder.
Here is a quick video demonstration for reference:
If you need any further assistance with this process please email our Support team at support@valid8me.com