How do I add a Reminder?

Reminders allow you to automatically notify anyone in the transaction about an upcoming date, detail, checklist item, or document via email. 

You can create and automatically send Reminders in 2 ways: from a transaction template or, within the transaction. 

Create a Reminder from Transaction Templates:

If you always want the same Reminders to automatically send when you apply a template to your transaction, you'll want to create your reminders from the Transactions Template tab under Settings

  1. Click on Settings, then Transaction Templates.
  2. Select the template you would like to create or edit.
  3. The task name, document, date or detail will need to be added first. 
  4. Next, click on the 3 dots on the side of the task, document, date or detail name and click Add Reminder.Screen Shot 2021-05-25 at 11.05.47 AM
  5. A window will pop-up to add the reminder. Screen Shot 2021-05-25 at 11.07.41 AM
    You'll want to enter the # of days before or after the relevant date. By default, the reminder will send out at 3am Eastern. Update the relevant timing of your reminder (currently we only offer Eastern timezone and make the conversion to your relevant timezone). This is the most important part, add the relevant receipient roles to the reminder. For example, if you want this reminder to always send to the Buyer, enter Buyer as a receipient.
  6. Hit Save. You'll know it saves to the item when a icon appears next to the date, document, detail or task. 
    Screen Shot 2021-05-25 at 11.11.47 AM
  7. It's that easy! You can add multiple reminders to an item as well. When you are ready to use this template, simply apply it to your transaction and your Reminders will automatically populate. 

Create a Reminder from the Transaction:

You can also create Reminders within a transaction. You'll want to use this process if you have a unique reminder that was not created using your Transaction Template. 

  1. Click on the Transaction. 
  2. Select the date, detail, document or checklist/task item that you would like to add a reminder to and click the 3 dots next to it, click Add ReminderScreen Shot 2021-05-25 at 11.18.15 AM
  3. A window will pop-up to add the reminder. This pop-up will look slightly different than the Add Reminder pop-up within the Transaction Template because you can add an Explicit Date! Screen Shot 2021-05-25 at 11.20.17 AM 
    You'll want to enter the # of days before or after the relevant date. By default, the reminder will send out at 3am Eastern. Update the relevant timing of your reminder (currently we only offer Eastern timezone and make the conversion to your relevant timezone). This is the most important part, add the relevant receipient roles to the reminder. For example, if you want this reminder to always send to the Buyer, enter Buyer as a receipient.
  4. Once you've added the date and receipients of the reminder, hit save. Screen Shot 2021-05-25 at 11.23.00 AM
  5. You'll know it saves to the item when a icon appears next to the date, document, detail or task. 
    Screen Shot 2021-05-25 at 11.11.47 AM
  6. It's that easy! You can add multiple reminders to an item as well. If you decide that you really like the reminders you created, remember that you can always save it as a template by clicking on Actions, then Save As Template. 

To learn more about what a Reminder Email looks like, click here. To learn more about how to edit or delete a reminder, click here

Reach out if you have any questions to support@preclose.com!