System tasks - Mandatory documents

You can create system tasks for missing documents in your agents' files.

We have two system tasks:

• Remind agents of missing documents : Sends as long as no one has manually modified the file to exclude it and there has been no notification to agents for missing documents - LAST REMINDER.

• Remind agents of missing documents - LAST REMINDER : The file that received this e-mail will no longer receive automatic e-mails for missing documents.
  
  Here's how to view your existing list of automated tasks or create a new one:
  Administration > Setup > System tasks

Open

To create a new system task, click on "Create+" at the top of the page;

Open

Remind agents of missing documents

Frequency: Monthly (last day of the month) , monthly (first day of the month) Annual, Weekly ( you must tick the day of the week you want the mailing to be sent ) Daily, Once only

Start date: When do you want this task to start?

End date: Set an end date if, for example, you want this task to be active for only 3 months.

Execution time: What time do you want the e-mail to be sent?

Active: You can set it to inactive at any time.

Send e-mail immediately :

Yes: As soon as the task runs, the e-mail will be sent automatically.

No: As soon as the task runs, the e-mail will remain on hold and must be sent manually.

sender: Select who will be the sender of this e-mail.

Letter template: Select the letter template you wish to use.

Verification type: For which type of file

Add Director in CC : Do you want the director to receive the e-mail too?

Number of Days for Listing: After how many days do you want the notification to be sent?

Number of Days for Transactions : How many days after the transaction report or transaction has been created would you like the notification to be sent?

Once all the required fields have been filled in, click on '' Save and close '' your new task ( Remind agents of missing documents ) will now be active.

Remind agents of missing documents - LAST REMINDER

This is a task to send a final email to agents for their missing documents in the various files. Once this email is sent - your agent will no longer receive emails for missing documents in the file.

Frequency: Monthly (last day of the month) , monthly (first day of the month) Annual, Weekly ( you must tick the day of the week you want the mailing to be sent ) Daily, Once only

Start date: When do you want this task to start?

End date: Set an end date if, for example, you want this task to be active for only 3 months.

Execution time: What time do you want the e-mail to be sent?

Active: You can set it to inactive at any time.

Send e-mail immediately :

Yes: As soon as the task runs, the e-mail will be sent automatically.

No: As soon as the task runs, the e-mail will remain on hold and must be sent manually.

sender: Select who will be the sender of this e-mail.

Letter template: Select the letter template you wish to use.

Verification type: For which type of file

Add Director in CC : Do you want the director to receive the e-mail too?

Number of Days for Listing: How many days after the listing has been created would you like the notification to be sent? We suggest adding a minimum of 30 days to the number of days chosen for the previous notification. This way, the agent will receive at least 3 notifications before no longer receiving automatic notifications for a file.

Number of Days for Transactions : How many days after the transaction report or transaction has been created would you like the notification to be sent? We suggest adding a minimum of 30 days to the number of days chosen for the previous notification. This way, the agent will receive at least 3 notifications before no longer receiving automatic notifications for a file.

Once all the required fields have been filled in, click on '' Save and close '' your new task ( Remind agents of missing documents - LAST REMINDER ) will now be active.