Overview
Global Automated Document Reminders exist to offer users a completely automated, set and forget option for reminding clients about document deadlines.
These are available for documents, annual reviews/returns, and other non-regulator forms that do not have a deadline date.
These global settings will enable you to do the following:
- Set up multiple reminders - You can pre-set up to 6 separate reminders on a global scale. These are added on top of any reminders you set when sending a document (see FAQs).
- 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.
- Attachments - You can choose documents to attach to these reminders.
- Labels - Choose a label to apply Global Document Reminders to specific companies.
Navigation
| From the Main Toolbar, head into Settings | |
| Select Automated Reminders | |
| In the left column, select Document Reminder |
Instructions
Three options are available for Global Automated Document Reminders:
| Reminder Type | Details |
|---|---|
| Document Deadline | Document Deadline Reminders are regulator forms that have a set deadline date, automated reminders will be sent based on the number of days before the deadline. |
| Annual Review / Return / Confirmation Statement | Annual Review / Return / Confirmation Statement automated reminders will be sent based on the number of days before the deadline. |
| Other Document | Other Document Reminders are non regulator forms that do not have a deadline date, automated reminders will be sent based on the number of days since the document has been prepared. |
Once the desired document type is selected, activate Global Automated Document Reminders by selecting the toggle on the right-hand side of the desired jurisdiction.
The following section will now appear:
| Select this to begin adding a global automated document reminder. | |
| Sender | Specify who the emails about the document reminders are coming from. |
| Send To |
Select who these reminders are sent to (note this is only for non-digital signing. If digital signing is used the system will always send to all outstanding signers).
|
| Attach Documents |
Toggle this option to automatically attach the documents to the reminder email.
|
| Select Labels |
Choose the label that these global reminders will apply to. Companies with this selected label attached will have these reminders applied to them automatically. |
- To begin adding global document reminders, select ADD + Reminder.
- In the following window, select the desired days before deadline, send time, method of reminder, and template for the reminder:
- Click Save.
- Repeat steps 1-3 to continue adding up to 6 reminders:
Note: Setting up Annual Review reminders
Global Automated Annual Review Reminders only apply to the ASIC Company Statement when processing Annual Reviews.
If only the Annual Company Statement is selected, Document Reminders will need to be set up via the option available when downloading or sending documents:
The Global Automated Document Reminders settings are now complete. This will be applied to documents, annual reviews, or other forms for all relevant companies when they are prepared.
FAQs
Do reminders set when sending a document replace global reminders?
No. Reminders you set when downloading or sending a document don't replace Global Automated Document Reminders. Both apply.
The Add Automated Document Reminders screen lets you add up to 6 reminders per set of documents (see Automated Document Reminders). Any global reminders that apply to the company through its labels are added on top, so a document can have more than 6 pending reminders and your client may receive reminders from both.
Avoid sending double reminders
- After sending the document, go to Messages > Pending Outbox.
- Check the pending reminders for the document.
- Beside any reminder you don't need, select Delete.
If a company shouldn't receive global reminders at all, remove the label from the company. This doesn't clear reminders already created for documents you've prepared, so delete those in the Pending Outbox. Changing Select Labels in these settings affects every company with that label.
Does CAS 360 charge for reminders?
CAS 360 does not charge for sending reminders or messages. Notifications and reminders can be sent to clients without any additional cost.