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 required dates
- Click "Actions" and select "Export to Excel"
A spreadsheet will download with the following information:
- Entity Name
- Recipient name
- Recipient email/mobile
- Deadline date
- Send on date