How to Schedule Automated Recurring Reminders

Easily schedule automated recurring reminders from Administrator and Sponsor accounts.

User Types: Regulators & Sponsors

Step 1: Navigate to your Manage [User Management] page and click on the tab labeled Reminders

Create a Reminder Step 1

Step 2: Click the blue button labeled Create Reminder to begin configuring your automated reminder

Step 3: Complete the General Information section

Step 4: Complete the Recipients section to choose who this reminder will be sent to

Step 5: Complete the Schedule section to choose the frequency & start date for this recurring reminder

Note: In the example schedule above, the first reminder will go out on start date and then additional reminders will go out every quarter, the next being March 1, 2023, exactly three months or one quarter from the indicated Starting On date.

Step 6: Click the blue Save button

Step 7: To edit or delete the reminder, click the 3 vertical dots to the right of the reminder. The edit button will allow you to edit all aspects of the reminder or pause the reminder.