Reminder

The reminder is a page to record the document files are already sent to user or pending to send, To define the reminder go to Main Menu > Documents > Reminders

        The remainder have  2 ways to create,

1. Create remainder manually
2. Create remainder from document

Create remainder manually

• Click New Reminder on reminders page

• Input details the data

• Scheduled Date : Select the date of remind

• Document : Select the document file you want to send

• To User : Select the user you want to send the file to. 

• Subject : Input the subject to remind

• Body : Input your message
• Status : The reminder it will stay in Pending state and will be change to Sent state after click Options > Send Email

• Click Save to add data

• How to send the reminder to Email Module

                 Go to Documents > Reminders and find your order, After that click to open

• Click Options > Send Email

• After click send email, The reminder status has changed to Sent and The Email Messages will created automatically. (Refer to The Email Message Module)

• When you go to The Email Message page, you will see the list from reminder with To Send status
• After send the email is completed, The status will change to Sent, But during to send the email have something wrong, The status will change to Error

Create remainder from document

• Go to Documents > Document, Find your order and click to open
• Click Options > Create Reminders

• The dialog box will appear, You can confirm to create reminder by clicking Ok

• The Reminder will created automatically.

                                        (รอ dev แก้ bug)