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Reminders in Foxit DMS (Document Management System)

Explains how to set up and use reminders in Foxit DMS Document Management System.

Answer

This article explains how to create, view, edit, and delete reminders on files in Foxit DMS, and how notification emails are sent when reminders become due.

How Reminders Work

Reminders in Foxit DMS allow you to set alerts on files to notify users of important dates or required actions. When a reminder is due, the system sends an email notification to the selected recipients.

You can configure reminders with a specific date and time, add multiple recipients, and set repeating reminders with defined stop conditions.

Set a Reminder

  1. Open a file in the Details View.
  1. From the More Actions menu, select Add Reminder.
  1. In the Add Reminder window, configure the following:
  • Message (Optional): Enter a message to include in the notification.
  • Date and Time: Select when the reminder should be sent.
  • Recipients: Add one or more users who should receive the notification.
  • Frequency: Choose how often the reminder should repeat - Don’t repeat, Daily, Weekly, Monthly, Quarterly, Every 6 months, or Yearly.
  • Stop Conditions: If a repeating frequency is selected, specify when the reminders should stop:
    • End by a specific date, or
  • End after a defined number of reminders.
  1. Click Create.

View Reminders

  • When a reminder is set, a bell icon appears in the File Details View.
  • Click the bell icon to view reminder details:
  • One-time reminder: ‘One-time reminder [Date & Time].’
  • Repeating reminder: ‘Repeating [Frequency] starting [Date & Time].’

Edit a Reminder

  1. Open the file in Details View.
  1. Click the bell icon, or select Edit Reminder from the More Actions menu.
  1. Update the required fields, such as message, date and time, recipients, or frequency.
  1. Click Updateto save the changes.

Delete a Reminder

  1. Open the Edit Reminder modal for the file.
  1. Click Delete to remove the reminder.

Notifications

  • When a reminder becomes due, Foxit DMS sends an email notification to the selected recipients at their registered email address.

Notes

  • Only one reminder can be set on a file at a time.
  • If a file with an active reminder is deleted, the reminder is automatically cancelled, and no notification will be sent.
  • Repeating reminders remain active until they are manually edited or removed.