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TIP: Delete or Disable a Reminder

If you need to delete or disable a reminder, the following illustrations will explain the steps you need to take. Deleting a reminder will remove it entirely from the account.  You will not be able to recover a… Read More

Video: Add a new reminder

[youtube https://www.youtube.com/watch?v=WaLIsAo7NU8&w=560&h=315]

TIP: Search Feature

On the top right corner of the Dashboard and Active Reminders screens, there is a box that allows you to search for key words in all of your reminders. In this box, the system will search all reminders for… Read More

TIP: Junk e-Mail Settings

When you enter in a new reminder, the system will email you an i-Calendar request.  This is a calendar invitation for you to accept for the reminder. The iCal feature can be controlled by the user where you… Read More

Enter a Reminder (step 2)

After you have completed step 1 and uploaded any related documents, the screen for Step 2 will come up.   I have explained each field below and provided a screen shot for a sample for reference at the… Read More

Enter a Reminder (step 1)

Step 1:  The first step before entering a reminder is to gather as much information on the contract so you have the most complete information possible.  Once you have gathered the information, it is easy to enter it… Read More

System Reminders, how they work

The RenewAlert system will remind you of an upcoming expiration a number of ways.  They include: The color coded Timeline View lets the user know by the color of a reminder if action is required.  Green = no… Read More

RenewAlert Menu Items

Log in/ Dashboard: When you first log in you are taken to the dashboard.  On this you will find pie charts listing your contracts/ reminders by category.  You can click on a category and a list of all… Read More

Validation.allowabletags

If you are getting this error when creating a reminder, it is an easy fix! This error comes up when code is entered into the fields.  Meaning, if you are pasting text in to the fields, there is… Read More