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Setting reminders & requirements for external parties

External PartiesFor adminsVerified 23 Sep 20261 min

Setting a reminder

Open the company or personnel record and add a supplier reminder — e.g. for a licence renewal.

Requirements

Add a requirements list defining what the supplier must provide, and mark any that are prerequisites before they can start work.

Walkthrough video

Every step above, performed once in a demo organisation.

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