1. Any customers that you would like to receive document reminders you will need to change in their profile – preferred method of contact to ‘Document’
2. Once you are ready to send out the document reminders (note these are not automatic) head to ‘Actions’ – ‘Send reminders’:
3. When you click on ‘Send Reminders’ a box will pop up prompting you to send them. Click on ‘Document’:
4. Select the dates for when you would like the document reminders to print from:
5. Press the ‘send’ button – this will not send the documents, it will give you PDF files so that you are able to print them and send them in the mail.