Add automated reminder to payments & docs
D
Don Franklin
Add automated reminder to payments & docs To remind receivers that their is a pending document to be completed/signed much like what was recently released for invoices reminders.
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S
Steve Day
I've just realised that this can easily be set up using an automation for documents,.
I used the trigger for docs - filter for status = sent.
Then, set your reminder messages using the doc>link custom field.
A
Anna Empey
Steve Day how do you figure out the doc link custom field? I have a workflow thats automating all the docuents we are sending. Any suggestions on how to grab it from the workflow for the reminders?