Manual or Automatic Reminders, Notifications & Emails Admin

Document Milestones
Did you know that you have the ability to create Milestones specifically for your documents? That way, you don't need to keep track of the dates on the...
Tue, Jan 19, 2021 at 4:51 PM
Document Milestones | How to Transition from Summary Document Dates
If you have been using UCM for supporting document storage, and the dates of those supporting documents are critical to your process, then you probably have...
Tue, Jan 19, 2021 at 3:47 PM
How to Schedule Automatic Milestones
Automatic Milestones can be created to send out notifications based off a date you add to the system. Note: for the milestone to trigger, make sure your con...
Tue, Jan 19, 2021 at 4:56 PM
How to Configure Recurring Monthly Alerts
We have introduced another new enhancement for companies that may need to set Notifications that remind users to review an “Evergreen”, Auto-Renewed, Annual...
Tue, Jan 19, 2021 at 5:51 PM