Who is this article for?

Administrators configuring automated email reminders.

Administration permissions are required.

Email reminders are automated notifications designed to alert users about upcoming tasks, due dates, or required actions. These reminders help maintain compliance and ensure timely task completion.

This article shows you how you can configure automated email reminders.

1. Accessing email reminders

To manage email reminders:

1. Navigate to the Administration Panel.
2. Select Email Reminders from the configuration menu.

You will be taken to a list of all reminders currently set up in your system.

2. Creating email reminders

To create a new reminder:

1. Click Add Reminder.
2. Select the Type.
3. Choose the Module.
4. Set the Inbox placement.
5. Select the Trigger Condition (e.g., “X days before due date”).
6. Define the Offset Frequency.
7. Determine the reminder's time frame and schedule.
8. Tick Independent Emails if you'd like separate emails to be sent for each Inbox item.

If a custom date is chosen but the date field is optional and left blank, the system defaults to Inbox Time.

9. Enter the Subject.
10. Create the Body of the email.
11. Choose Recipients (specific users, roles, or groups)

9. Click Save.

Dependency variables that begin with "##PARENT_" are not available in email actions or reminders.

Remember, each email reminder applies globally for all users if they have applicable Inbox items.

3. Editing an email reminder

To modify an existing reminder:

1. Click Edit next to the reminder in the list.
2. Update the trigger, message, or recipients.
3. Click Save Changes.

4. Setting due dates

Inbox due dates are generated for Inbox items by the system based on Late email reminders that have been configured. No due date will be displayed for items that do not have Late email reminders.

When an Inbox item has both an Inbox Time and a custom date late email reminder, the custom date reminder is used when the date field is populated.