Before you start
Reminders are sent relative to a workflow’s deadline, so a workflow needs a deadline before any reminders can fire. If you haven’t set one yet, see How to set a deadline on a workflow first, then come back here.
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. Choose any one of these or pick a combination:
Two weeks before the deadline
A week before the deadline
Three days before
The day before
On the day it’s due
Most firms turn on more than one — a week before and again the day before, say — so the client is nudged gently rather than just once.
3. Optionally, add your own message
Optionally, attach a custom message so the reminder reads in your firm’s own voice
4. Save your settings
Click the “Save” button to apply your reminder schedule.
What happens next
From now on, whenever a workflow has a deadline, we’ll email the client ahead of it on the schedule you chose — automatically.