Click New Reminder at the top of the app and choose the type (Expiration, Due Date, Appointment, Event, or Document Upload). Fill in the document title, expiration date, and document type (these are required), then set or accept the reminder sequence and recipients, and save. The new item immediately starts following its sequence.

Before you start

  • You need Administrator or Editor access to create reminders.
  • Document Type is mandatory — have one in mind (it's free text and will be created if it doesn't already exist).
  • Confirm you're in the right company/workspace (top-right selector) — the reminder is created in whichever company you're currently in.
  • If you've set a default sequence in Settings, new reminders use it automatically, so you don't have to configure timing each time.

Steps

  1. Click New Reminder at the top of the app, then choose Expiration (the most common) or the type you need. This opens the New Expiration Reminder form (the Due Date form is identical).
  2. In the Document Data section, enter the Document Title (required).
  3. Set the Expiration Date (required). If the item genuinely has no expiry, tick This document has no expiration date instead.
  4. Choose a Folder to file it in (use the Change button next to the folder field), or leave the default.
  5. Pick the Document Type (required). If the type you want isn't listed, use New Type to create it.
  6. (Optional) Add Notes, Tags, and any custom fields via New Field (for example, Bank, City, Limit). See Add custom fields to a reminder.
  7. (Optional) Tick Auto renew (recurring) if the item should roll to the next cycle automatically, and/or Renew/update Expiration Date upon reply if a recipient's reply should advance the date.
  8. In the Reminder Sequence section, accept your default sequence or select another. Adjust the steps (days before/after, send time, email/SMS templates) if needed. See How notifications & sequences fit together.
  9. Add recipients for each channel (email / SMS / WhatsApp). Default Recipients are offered as a one-click suggestion — apply them or add contacts manually. A new reminder has no recipients until you add them.
  10. Save the reminder.

What happens next

  • The item appears in Explorer, the Dashboard counts, and the Calendar.
  • It begins following its sequence: each step sends at its scheduled time, provided the send time is in the future. Steps whose computed time is already past won't fire (you'll see the "may not be sent" warning — this is expected).
  • You can confirm a step sent in the item's reminder queue — a double tick under "reminders sent" means success.

Edge cases & gotchas

  • Document Type is required — you can't save without one, but you can create a new type inline.
  • No recipients = no notifications. Default Recipients are a suggestion, not an automatic assignment; add recipients or the sequence has no one to notify.
  • Creating an item with a near or past expiry means early sequence steps may already be in the past and won't send. Set realistic "days before" values, or duplicate later with a fresh date.
  • Expiration vs Due Date are structurally identical — pick whichever label fits; the behavior is the same.
  • The item is created in your current company — switch first if you meant a different one.

Related questions

  • What fields are required to create a reminder? Document Title, Expiration Date (unless "no expiration date" is ticked), and Document Type.
  • Can I create a reminder without an expiry date? Yes — tick "This document has no expiration date."
  • Do I have to set the reminder timing every time? No — set a default sequence in Settings and new reminders use it.
  • Why didn't my new reminder notify anyone? It likely has no recipients yet, or its early steps are already past-dated.

Related articles

Reminder types explained · How notifications & sequences fit together · Edit a reminder · Add custom fields