Before you start
A reminder only sends if the workflow has a deadline on it. If you haven't set one yet, see How to set a deadline on a workflow first, then come back here.
Reminder timing is set once at account level and applies to every portal workflow that has a deadline.
1. Open your reminder settings
Go to your Company Settings, open the Workflows tab and find the Portal Workflow Reminders section
2. Choose when reminders are sent
Click the + button and pick when you'd like us to email the client:
Two weeks before the deadline
A week before
Three days before
The day before
On the day it's due
Add as many as you like - clicking "+" again lets you stack several, so a client might get a gentle nudge a week out and another the day before.
If a reminder date has already passed, it isn't sent. For example, if a workflow is due 7 days after sending, the "two weeks before" reminder has no date to land on and is skipped. The remaining reminders are still sent as normal.
3. Add a custom message (optional)
Type your own text into the Custom message box to make reminders sound like your firm rather than a generic system email.
4. Save
Click Save to apply your reminder schedule. It takes effect immediately for all workflows with deadlines
Turn reminders off, or remove one
To stop a single reminder, go back to Company Settings → Workflows → Portal Workflow Reminders, toggle off that entry, then click Save.
To delete the reminder entirely, click the bin icon. Deadlines still apply and still show in your workflow list - you just won't email the client about them.