Reminders#
The Section: Reminders section provides tools for managing reminder settings for various processes within the system.
Features: Reminders#
Manage approval and upload reminders for pending documents
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