When you prepare any document in CAS360 you can pre-set document reminders for your client. This includes all Company Change Documents, Annual Reviews and even Trust Documents. 

• Multiple reminders - You can pre-set up to 6 separate reminders for each document
• Control when reminders are sent - You can select the date and time you want the reminders to be sent out
• Email, SMS or Both - You can specify if you want to send reminders by email, SMS or both
• Templates - You are also able to select which template you would like to use for sending the reminders
• Send To - You are able to control who the reminders are sent to. 

How does this work?

When preparing documents in the Document Production screen, simply click beside Download All or Send All and select Set-up automatic document reminders.

And CAS 360 will open the Add Automated Document Reminders screen.

Send On/At	Select the date and time you want the reminders to be sent out
Send Via	Specify if you want to send reminders by email, SMS or both
Email Template	Select a template from the Email Template screen
SMS Template	Select a template from the SMS Template screen
Send to	Select the contact(s) from the Global Contact screen.
	Click to add another reminder. Users can add up to 6 reminders per set of documents.
	Click to delete the scheduled reminder.

Click  to create the Automated Reminder.

Documents with Document Reminders will display an icon in Global Documents/Company Documents. 

Manage Automated Reminders

Once the reminders have been created they can be found in the Pending Outbox screen.

From the Main Toolbar, head into Messages
Select Pending Outbox

From this screen, you can view all pending reminders, see when reminders are going to be sent, and even change the details of the reminders or delete them.

Click on the reminder's Subject to quickly view the reminder details.

Beside a reminder, click .

• Select Edit to view and edit the reminder details.
• Select Delete to delete the reminder.

Advanced Filters

The Pending Outbox also has a range of Filters:

	Filter your Pending Outbox to display all the messages that are scheduled to be sent out to clients within the next day, week or month
	Filter the Pending Outbox to display only Email messages that are scheduled to be sent to clients within the next day, week or month
	Filter the Pending Outbox to display only SMS messages that are scheduled to be sent to clients within the next day, week or month

Integrates with the Document Deadline Alert

On the Companies screen, the Companies with the Document Deadline Alert with show the details of pending automated reminder.

Add Automated reminders to existing documents

You can also add Automated Document reminders to documents that have already been created.

From the Main Toolbar, head into Documents

Beside the document, click 

And select Add Automatic Document Reminders

This can also be managed fromCompany Documents

Reminders won’t be sent after lodgement 

Once the document has been lodged or changed to a lodged status (such as annual review completed) the pending reminder will be disabled for the Document and will not be sent. This is done to ensure that your clients are not being sent reminders when they have already completed the document.