Admin Only Guide: Advance Setting: Automating Document Reminders

This guide explains how administrators can enable and configure the Automatic Document Reminder feature to streamline document collection and tracking.

Overview

Once activated, the system automatically synchronizes document reminders with the beneficiary's data within a case. This ensures that expiration dates are monitored and notification emails are sent without manual intervention.

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Setup Instructions

Step 1: Access Firm Setting in the main navigation menu.

Step 2: Navigate to Advanced Settings

Step 3: Scroll down to the bottom of the page to find the Documents Reminders section.

Step 4：Toggle the Auto Documents Reminder switch to Enabled.

In the Reminder section of any specific Case:

• The system will automatically sync document reminders based on the Case’s Beneficiary Data.

• Any updates to the beneficiary's document expiration dates will reflect in the case reminders without manual entry.

Key Benefits

• Data Integrity: Ensures the reminder system and beneficiary records are always aligned.

• Proactive Alerts: Notifications are triggered based on the preset lead time (e.g., 6 months before expiration by default), preventing missed deadlines.

• Reduced Overhead: Legal staff no longer need to manually check or create reminders for standard identity or status documents.

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Note: Enabling this feature will apply the beneficiary profile to all empty reminders. Auto sync will skip petitioner profile's reminders.