Document reminders

Document Notifications are a simple way for users to be alerted of a document that will require attention in the future. For example users can be reminded monthly to update expense reports or to review yearly employee contracts that are up for renewal.

Once a reminder comes due, you receive an email (if configured) and an alert in the Document Reminders area of My FileHold. You can set reminder preferences in your Alert Preferences.

To set a reminder on a document

  1. Right-click on a folder or document and select Notify Me > Set a Reminder on a document.

  2. In the Add Reminder for Document Name window, enter the date in which you wish to receive the reminder.

  3. Enter the frequency in which you wish to receive the reminder: Once Only, Daily, Weekly, Monthly, Quarterly, Bi-Annually, or Annually.

  4. Click OK.

  5. You will receive email notifications about your reminders if the system has been configured. You can also view and manage your alerts in My FileHold > Document Reminders.

Managing document reminders

Users can view and manage their document reminders in the Document Reminders area of My FileHold.

Document reminders are those documents that require attention on a certain date and time period. You may also receive an email notification if your system is configured to do so in your Alert Preferences.

When you receive a reminder, you can mark that document as "read". This will remove the reminder from the Document Reminders list. Note that you will not receive a new reminder about the same document until the current reminder is marked as read.

To mark a reminder as read

  1. Go to My FileHold > Document Reminders and select a reminder.

  2. Click Mark as Read. The reminder is removed from the list.

To remove a reminder

  1. Go to My FileHold > Document Reminders and click Manage Reminders.

  2. In the Manage My Reminders window, select the file or folder you want to remove the subscription to and click Remove X.