After submitting a Request for Documents, you can also send reminder notices to the request recipient. These reminders can be send either by email, or printed for mailing.
Send Reminder by Email
Using the Send Reminder by Email option, you can send a reminder to the Action Office to which a request for documents has been sent. Follow the steps below to Send a Reminder by Email:
Open the Request for which you want to send an email reminder regarding a request for documents.
Click Request for Documents. The Request for Documents screen displays as shown below:
Select the request for documents you want to send a reminder by email for.
Click Send Email/Reminder. The Send Reminder by Email dialog box displays as shown below.
Enter information in the following fields as needed:
Field | Description |
From Email Type | Type of email for the sender of the originating email, either User Email or User Action Office Email. The options are not displayed when a global sender address is configured, or when the Authentication Mode is set to Microsoft 365 Email. |
Email Template | Predefined email template, as selected from the drop-down menu. |
From Email | The email address from which the email will be sent. The address is resolved from Correspondence Configuration and is read-only. |
To | The email address(es) to which the email is being sent. To select users (and their corresponding email address) from the Global Address List, click To to open the Global Address List, use the search Filter as needed, select recipient(s) from the Source List, click To, and then click OK. |
Cc | Send the email as a carbon copy. Enter the email address(es) to which the email is being sent as a carbon copy. To select users (and their corresponding email address) from the Global Address List, click Cc to open the Global Address List, use the search Filter as needed, select recipient(s) from the Source List, click Cc, and then click OK. |
Bcc | Enter the email address(es) to which the email is being sent. To select users (and their corresponding email address) from the Global Address List, click Bcc to open the Global Address List, use the search Filter as needed, select recipient(s) from the Source List, click Bcc, and then click OK. |
Subject | Subject of the reminder email. This will be entered by default. Edit the email Subject as needed. |
Delivery Receipt | Receive a receipt after the email has been delivered. |
Read Receipt | Receive a receipt after the email has been read. |
Attachments | |
Add From Correspondence Log | Attach existing correspondence. Select the Add From Correspondence Log checkbox, and the Correspondence Log displays. Select the correspondence you want to attach, then click Select. |
Email Body | |
Email Body | The message you want to include with the email. If you have chosen an email template, the template body will populate automatically. |
NOTE: The sender address applied to a reminder is the same address applied to every other outbound email, in both SMTP and Microsoft 365 Email modes. A reminder you send is a user-initiated email. With Set Reply-To to User's Email Address selected by the administrator, the recipient's reply is directed to your own email address. A Task Reminder dispatched on a schedule carries no Reply-To address, and replies to it are directed to the configured sender address. Send Email becomes available once a valid From address resolves. A user-based sender setting resolves no address when your user profile or your Action Office has no email address on file.
Click Send.
Send Reminder by Print
Using the Send Reminder by Print option, you can send a reminder to the Action Office to which a request for documents has been sent. Follow the steps below to Send a Reminder by Print for Requests for Documents:
Open a Request for which a request for documents has been sent.
Click Request for Documents.
Select the Request for which you want to send a reminder by print, then click Send Reminder by Print. The Send Reminder by Print screen displays as shown below.
On the Send Reminder by Print screen, enter the following information:
Field | Description |
From | The email address of the person sending the reminder. |
To | The email address of the person receiving the reminder. |
Subject | Enter a Subject for the reminder. |
Message | Enter a Message for the reminder. |
Click Send to send the reminder by print.