How to create a certificate reminder

Option 1: Double-click the certificate line (individual assignment)

If you want to create reminders for one certificate at a time, please follow the steps below.

Step 1: Double-click the certificate line corresponding to the item you want to make changes to.

Step 2: Go to the tab Reminders.

Step 3: Create the reminder schedule by setting the number of days, weeks, months or years and if it should be sent before or after the due date. You can create 10 reminders per line item.

Step 4: Select at least one recipient.

Step 5: You can edit the default message by clicking on Edit message.

Step 6: In case you'd like to delete the reminder, click on Delete.

Option 2: Select checkboxes (bulk assignment)

To assign a reminder schedule to multiple line items, follow the steps described below.

Step 1: Select the line items you'd like to make changes to, click on Actions, and Set reminders.

Please note that reminders can only be set for certificates that share the same supplier contacts.

Step 2: Create the reminder schedule by setting the number of days, weeks, months or years and if it should be sent before or after the due date. You can create 10 reminders.

Step 3: Edit the recipients (select at least one recipient), and make changes to the reminder message. If you'd like to delete the reminder created, click on Delete.

Step 4: Click on Set reminders to save your changes.

If you have any questions, please contact our Support team.