Document reminders
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Document reminders

If you want to remind yourself or a Brainframe user about a specific document, you can do this using the reminder tab of the document. It will allow you to specify multiple users to be reminder on a given date, or to configure recurring reminders (e.g. recurring supplier review)

  1. On any document you can select the reminder tab
  2. Select the Workspace users that need to be notified
  3. Configure when the reminder is sent
    1. "Selected date below" - uses the date configured in step 4
    2. "Send immediately"
    3. "1 month from today"
    4. "3 month from today"
    5. "6 month from today"
    6. "12 months from today"
    7. "Recurring reminder" allows you to configure a daily/monthly/yearly recurring reminder
  5. Date of (first) reminder
  6. If this is checked, a task is created in the task manager for the users configured in step 2
INFO
If no workbench checklist planning is configured, the next reminder date will be shown as deadline on the workbench view