Scheduled document reminders
How to set scheduled reminders to track time-sensitive documents
Scheduled reminders help track time-sensitive documents, such as agreements with expiration dates. For example, a Non-Disclosure Agreement (NDA) valid for one year can have a reminder set for review before renewal.
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Types of Reminders
Cognidox allows for the following types of reminders:
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Personal Reminders – Visible only to the user who created them.
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Shared Reminders – Can be assigned to multiple users or groups and managed by designated individuals.
Creating a Scheduled Reminder
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Navigate to the Document Details Page.
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Open the Action Sidebar and select View, Create, or Edit Scheduled Reminders.
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Choose Create a Personal Reminder or Create a Shared Reminder.
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Set the Start Date and End Date, and Frequency for the reminder.
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Add a Subject Line and Message for the reminder email.
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Choose the Importance Level (Low, Normal, or High).
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Click Save.
Managing Shared Reminders
Shared reminders allow multiple users or groups to receive notifications. When setting up a shared reminder:
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Assign users or a group who will receive the reminder.
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Designate a Manager who can edit the reminder (as well as the creator).
Viewing and Editing Reminders
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Return to the Reminders Page to see active reminders.
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Available actions:
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View details of a reminder.
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Edit an existing reminder.
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Remove a reminder if no longer needed.
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Conclusion
Approving documents, managing drafts, and setting up reminders in Cognidox ensures efficient document control. Reminders help keep track of key dates, while approvals and drafts follow a structured workflow. For further assistance, refer to your Cognidox administrator.