Reminders#
The Section: Reminders section provides tools for managing reminder settings for various processes within the system.
Features: Reminders#
Configure reminders for onboarding processes
Set up notifications for offering setup workflows
Manage approval and upload reminders
Customize reminder settings for different system processes
Layout: Reminders Homepage#
The Reminders homepage is divided into four main sections that allow you to configure different types of reminders.
Reminders Homepage showing the four main configuration sections#
Onboarding Reminders#
The Onboarding section contains reminders related to the onboarding process, divided into two subsections.
Pending Upload: Configure reminders for documents and information that need to be uploaded
Pending Approval: Configure reminders for documents and information awaiting approval
Offering Setup Reminders#
The Offering Setup section contains reminders related to the offering setup process, divided into two subsections.
Pending Upload: Configure reminders for offering documents and information that need to be uploaded
Pending Approval: Configure reminders for offering documents and information awaiting approval
Summary#
The Reminders section allows you to:
Configure reminders for both onboarding and offering setup processes
Manage notifications for pending uploads and approvals
Set up customized reminder schedules for different parts of the system
Ensure timely progression through various workflows and processes