Question
How can I export a list of Reminders (e.g. for Annual Statements or documents sent via electronic signing) which have been sent?
Answer
To export a list of Reminders that have been sent:
- Navigate to Menu > Productivity – Reminders
- Click the "Sent" tab
- Change the date range to the relevant dates
- Click "Actions" and select "Export to Excel" and a spreadsheet will download with the following information:
> Entity Name
> Recipient name
> Recipient email/mobile
> Deadline date
> Send on date