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Document Request Due Date Reminders

May 13, 2026

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Reminders in Projects help ensure timely completion of all assigned work — whether it’s document submissions, information responses, or task updates. Reminders are delivered through email and in-app notifications and are designed to keep both internal users and clients aware of upcoming or overdue actions.

There are two types of reminders within Projects:

Automatic Due-Date–Based Reminders

Automatic reminders are sent at predefined intervals before and after a due date to prompt users to complete pending actions. They are available for the following resources:

Document Requests
Information Requests
Tasks

Schedule

10, 5, 3, and 1 day(s) before the due date.
Everyday reminders after the due date has passed (for up to 1 month).

Behaviour

Reminders are sent automatically to assignees of the request or task.
If a resource is reopened or restored, reminders are automatically recreated based on its future due date.
Each reminder includes:
- Resource name and project name
- Due date and remaining days
- Clear call-to-action (e.g., “Upload Document” or “Complete Task”)

Delivery Channels

Email notifications (primary channel)

Example: A client has a pending document submission due on 15th October. They will automatically receive reminders on 5th, 10th, 12th, and 14th October — and weekly after that if still incomplete.

Manual (On-Demand) Reminders

Manual reminders can be triggered at any time by project owners or collaborators when additional follow-up is required.

To send a manual reminder:

Open the relevant Request (Document or Information) or Task.
Select the …(More Options) icon.
Select Send Reminder.
Confirm the recipient(s) — typically the assigned user or client.
Click on Send.

The reminder is sent immediately via email, prompting the recipient to complete the pending item.

Notes:

Manual reminders do not affect or reset the automatic reminder schedule.

Each manual reminder is logged in the project’s Activity Log.

Only project owners and collaborators can send manual reminders.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Document Request Due Date Reminders

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Document Request Due Date Reminders

Automatic Due-Date–Based Reminders

Schedule

Behaviour

Delivery Channels

Manual (On-Demand) Reminders

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