CAS 360 allows you to automate document deadline reminders via Email and/or SMS to your clients.
The Pending Outbox stores all pre-set reminders that are scheduled to send.
For more information on Automated Document Reminders, click here.
Once the reminders have been created they can be found in the Pending Outbox screen.
From the Main Toolbar, head into Messages | |
Select Pending Outbox |
From this screen, you can view all pending reminders, see when reminders are going to be sent, and even change the details of the reminders or delete them.
Click on the reminder's Subject to quickly view the reminder details.
Beside a reminder, click
- Select Edit to view and edit the reminder details.
- Select Delete to delete the reminder.
Advanced Filters
Filter your Pending Outbox to display all the messages that are scheduled to be sent out to clients within the next day, week or month | |
Filter the Pending Outbox to display only Email messages that are scheduled to be sent to clients within the next day, week or month | |
Filter the Pending Outbox to display only SMS messages that are scheduled to be sent to clients within the next day, week or month |