Create automatic reminder rules

This page explains how to create automatic reminder rules.

Step 1 - Go to the page Automatic Reminder Creation Rules

1. Go to the Administration module;
2. Choose the Base Tables option;
3. Select the Document/Letter option;
4. Click the Automatic Reminder Creation Rules. This action opens the Automatic Reminder Creation Rules page (509:16902);

Step 2 - Create automatic reminder rules

5. Click the Create button. This action opens the Automatic Reminder Creation Rule pop-up window;
6. Fill out the required fields (identified with a red star *). For example, Start Date, Letter Type, etc.;
7. Click the Save button. This action confirms the creation of the automatic reminder rules and updates the List of Automatic Reminder Creation Rules (509:16902) page.