Schedule document reminders

Set up automatic reminder emails for a document group. Matter stops sending reminder emails when every request in the group is Complete or Not required.

Before you start

1. Go to the document group

Open the case and go to the document group in Client Portal.

The Primary applicant documents group with its Actions menu open and Schedule reminder for later available.
  1. 1 Select Actions
  2. 2 Select Schedule reminder for later

2. Set the reminder times

Choose when Matter will send each reminder.

The reminder schedule dialog with the Standard preset selected and three reminder times.
  1. 1 Select Standard
  2. 2 Check the times under Reminder times

3. Check and create the schedule

Check the sender, recipient, and message before you create the schedule.

The reminder email settings showing the sender, recipient, and rendered email preview.
  1. 1 Check the email address under To
  2. 2 Check the email address under From
  3. 3 Check the message in Preview
  4. 4 Select Create schedule

4. Confirm the schedule

Confirm that the schedule is active and review the reminder dates.

An active reminder schedule with three upcoming reminders for Ada Lovelace.
  1. 1 Check for Active schedule
  2. 2 Check the reminder dates
  3. 3 To change the reminders, select Edit schedule
  4. 4 To stop future reminders, select Cancel schedule

5. Find an active schedule

Return to the document group to see its active reminder times.

A document group with active reminder times shown under Client access and the Actions menu open.
  1. 1 Check the Reminders row
  2. 2 Select Schedule reminder for later to open the active schedule

6. Edit the schedule

Open the active schedule and change its reminder times or email.

The edit reminder schedule window with preset times, individual reminders, and the Save schedule button.
  1. 1 Change the times under Reminder times
  2. 2 Select Save schedule

What happens next

Matter sends each reminder email on the date shown in the schedule. Matter cancels reminders that have not been sent when every request is Complete or Not required.

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