Docsroom

Features / Reminders

Chasing that knows when to stop.

Reminders are set per person, not per pack. Each one lists only what that person still owes, and the moment their last item is answered the reminders stop. Nobody is chased for something they sent a fortnight ago.

SKReminders · Sarah Kelsall
  • UploadBank statements3 days overReminder sent
  • QuestionWho we speak todue FridayReminder sent
  • UploadPhoto IDin on 2 SeptemberComplete
Mondays at 09:00 · only what is outstanding
How it works

What a reminder is not

Most chasing fails in one of these ways. Each is a decision Docsroom has already made for you.

Chasing by hand

A typical chasing email, not a Docsroom screen.

A Docsroom reminder

An illustration. The names are made up.

  • Only what they still owe
  • Only to the person who owes it
  • It ends when their list is done
  • The schedule and next date on show
  • Every reminder sent is on the log
  • Or a draft, if you would rather

Per person, per schedule

Two people on the same pack can be on different rhythms. The tenant who always forgets gets Tuesdays; the guarantor who never does gets left alone.

It ends by itself

The condition is their list, not a count of emails. When they finish, the schedule stops, and you do not have to remember to turn it off.

Or prepare it and stop

If you would rather send it yourself, Docsroom opens a draft in your own mail app with everything already in it.

The pictures are illustrations. The names are made up.

Dates

Due dates that mean something

A date makes a request overdue, and overdue is visible: on the request, on the pack, in the list of every request, and in the order that list sorts. Set one date across a whole selection when a deadline moves.

  • Overdue shows the morning after
  • One date across a whole selection
  • The same date on request, pack and report
Outstanding · most overdue first
  • ApprovalEngagement letter9 daysReminder sent
  • UploadCSCS cards4 daysReminder sent
  • UploadBank statements3 daysReady to check

What lands in your inbox

A daily summary at a time you choose, or a message as each thing happens, per person. It is your team’s attention, so it is your team’s setting.

What you hear about · as it happens, or daily
  • Someone repliesas it happensEmail
  • A file arrivesin the summaryDaily
  • Only my packsthe ones you ownOn

Read next

RequestsWhat a reminder is aboutRequest linksHow the person opens itScheduled remindersThe help article

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