How to export a list of sent Reminders?


How can I export a list of Reminders (e.g. for Annual Statements or documents sent via electronic signing) which have been sent?


To export a list of Reminders that have been sent:

  1. Navigate to Menu > Productivity – Reminders
  2. Click the "Sent" tab
  3. Change the date range to the relevant dates
  4. 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
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