Objective

• Add Reminders Related to a matter

Steps

The reminders tab includes all the reminders associated with the matter. This tab includes reminders reminder details such as reminded onreminder date, time, type, user to remind, and so on.

Reminders can be added through the Actions button -> Add New Reminder

There are 5 mandatory fields: Reminder type, remind on date and time, notify before, the user to remind and a summary.

• Reminder type: A list that can be customized on the fly.
• Remind on: Set the specific date and time to remind on for the reminder.
• Notify before: choose if  Choose the timeframe (day, week, or month and then choose if you want to be notified by reminder popup or reminder popup and email) and select notification preferences (reminder popup, email, or both).
• User to remind: Specify the user to remind for the reminder.
• Summary: Add Provide a summary and the
• Then save.

You can also Export the list of Reminders by clicking on Actions→ Export to Excel

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

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