Overview
Global Automated AGM Reminders exist to offer users a completely automated, set and forget option for reminding clients about AGM deadlines.
These global settings will enable you to do the following:
- Set up multiple reminders: You can pre-set up to 6 separate reminders on a global scale.
- Control when reminders are sent: You can select the date and time you want the reminders to be sent out.
- Email, SMS or Both: You can specify if you want to send reminders by email, SMS or both.
- Templates: You are also able to select which template you would like to use for sending the reminders.
- Send To: You are able to control who the reminders are sent to.
- Attachments: You can choose whether or not to attach documents to these reminders.
- Labels: Choose a label to apply Global Reminders to specific companies.
Navigation
| From the Main Toolbar, head into Settings | |
| Select Automated Reminders | |
| In the left column, select AGM Reminder |
Instructions
Activate Global Automated Document Reminders by selecting the toggle on the right-hand side of the Singapore jurisdiction.
The following section will now appear:
| Select this to begin adding a global automated document reminder. | |
| Sender | Specify who the emails about the document reminders are coming from. |
| Send To | Select who these reminders are sent to (note this is only for non-digital signing. If digital signing is used, the system will always send to all outstanding signers).
|
| Select Labels |
Choose the label that these global reminders will apply to. Companies attached against the selected label will have these reminders applied to them automatically. |
1. To begin adding global reminders, select ADD + Reminder.
2. In the following window, select the desired days before deadline, send time, method of reminder, and template for the reminder:
3. Click Save.
4. Choose to repeat steps 1-3 to continue adding up to 6 reminders.