Internal reminders

You may already be using our lifecycle feature that allows you to receive automatic reminders on document periods, cancellation periods etc. In addition, you can now choose to enable your own internal reminder for documents without needing a lifecycle! With this feature, you're also able to include colleagues who are not a participant in the document itself.

You can create an internal reminder in three different views.  

• In Oneflow's own calendar.
• Via the document list.
• Directly in the document. 

Calendar view

To the left in the calendar view, you will be able to filter on all of your documents that has a life cycle and/or internal reminders, you also have the option to create new reminders.

Create an internal reminder in the calendar view

1. Go to Documents > Calendar.
2. Click on + New reminder.
3. Fill in all the necessary and required information.

Create an internal reminder in the document view

1. Go to a Document.
2. Click on the action menu > Create internal reminder.
3. Fill in all the necessary and required information.

Document list 

Once you are inside the document list, you'll be able to see all documents that have an internal reminder. If not, you might need to add the reminder column.

You can create new reminders by opening a document and clicking add

Invite colleagues to receive reminders

You can invite up to 50 active colleagues to receive a reminder regardless of the colleague's permissions.

When you invite a colleague who is not a participant in a document or has permission to the workspace from which the document was created from, you as the creator of the reminder will receive a notification about this before inviting the colleague. It will look like this: