Did you know that you can create reminders inside your Digital Vault? Did you also know that those reminders could be on a document or stand-alone? Never miss another deadline, renewal, or expiry date again when using the Digital Vault. Reminders can be a powerful way to assist the organization of your daily life. Let us show you how!
Adding Reminders to Documents
Adding reminders to a document can be done by locating the document, right-clicking, and selecting the Reminder option. Once the pop-up form appears, fill it out and select Save. When it's time for you to be notified, you will receive an email notification and in-vault notification!
Adding a reminder to the Vault
Adding reminders to the vault itself is also very powerful to keep track of deadlines, renewals, and expiry dates that do not have documents! For example, needing to remember to book an appointment with your financial advisor to review your plan at the beginning of each year. To do this, go to the reminders area and select Create a reminder and fill out the form!
