How to Send Reminders to Contractors/Suppliers for Forms

✔ Available on all subscriptions

Instruction Guide

  • Step 1: Navigate to “External Parties” then select “Form Register”.
  • Step 2: Click “Send Reminders”.
  • Step 3: Choose the company(ies) and form type.
  • Step 4: Customize the email subject (optional).
  • Step 5: Click “Send“.

If the External Parties Module is not visible in the menu, it means you do not have the required permissions.

Please contact your company’s System Administrator to request access

 

Walkthrough Guide

Related Topics