Setting email reminders for updates
To set a reminder to send an update, you will want to click on Updates along the left side of your screen. Next click on Templates in the top right. Open the template you would like to set a reminder for and click Set reminders in the top right. Toggle on reminders and choose Daily, Monthly, or Weekly. Choose whether you want to receive this on that # day of the month or that day of the month. Choose a start date and click Save. You will then receive an email reminder to send an update in a recurring basis.
See screenshots of this process below.
Click on Updates along the left side of your screen
Click on Templates in the top right.
Open the template you would like to set a reminder for
Click Set reminders in the top right
Toggle on reminders and choose Daily, Monthly, or Weekly. Choose whether you want to receive this on that # day of the month or that day of the month
Choose a start date and click Save. This would be a quarterly reminder.
Let us know if you have any questions.