Upload Reminders

How to set up reminder emails and switch them on for an engagement

Overview

Upload Reminders lets you set the date and frequency for requesting data from a client and emails them as the due date approaches.

Reminders are sent at three points: before the due date, on the due date, and after it if no upload has been made. You set how many working days before and after the due date those reminders go out.

Setting up Upload Reminders for your portal

This is done once, by a Client Admin, and applies to every engagement that uses reminders.

Step 1

Open Settings

Select the gear icon in the top right.

Step 2

Select Upload Reminders

In the menu on the left, select Upload Reminders.

Step 3

Enable the feature

Turn on Enable Upload Reminders.

Step 4

Set the reminder schedule

Enter how many working days before and after the due date the reminders should be sent, using Remind before due date (working days) and Remind after due date (working days). Both are required.

Step 5

Save your changes

Select Save to confirm.

You can also change the wording of the reminder emails. Use the Email Settings link on this page to edit the templates.

Switching reminders on for an engagement

Once the feature is enabled for your portal, you can turn reminders on for an individual engagement, either when you create it or by editing it later.

Step 1

Tick Reminders

In Additional settings, tick Reminders. The frequency options appear underneath.

Step 2

Choose the frequency

Select Monthly, Quarterly, or Annually.

Step 3

Enter the start date

The Start date is when the first upload is due. It is required.

Reminders around that date, and around every due date after it, then follow the before and after schedule you set for the portal.

The emails that are sent

Upload Reminders uses the following email templates. They appear under these names in Email Settings, where you can edit the wording.