How to send a read reminder notification email

To send a reminder email to users who have documents waiting to be read please follow the steps below:

There are two types of read reminders you can send, a bulk read reminder to all users with documents outstanding or a read reminder for a specific document.

1. Sending a bulk read reminder:

Please Select:

- Documents on the main menu on the left-hand side

- Click on Manage

- Click on Send Reminders

- This will take you to the Send Reminders page

- Click on Send All Read Reminders

- This will open a Send All Reminders Confirmation window

- Option to add an additional message to accompany the read reminder

- Click Send

2. Sending a document specific read reminder

Please Select:

- Documents on the main menu on the left-hand side

- Click on Manage

- Click on All Documents

- This will take you to Document Management

- Search for the document within the document table using the magnifying glass

- To open the document, click on the document title

- Scroll down and click on tab Users - Unread

- Select the corresponding empty boxes on the right-hand side of the document table

- Click the drop down Please select action...

- Click Send Read Reminders

- This will open a Send All Reminders Confirmation windo

- Option to add an additional message to accompany the read reminder

- Click Send