{"id":20205,"date":"2024-02-08T09:47:10","date_gmt":"2024-02-08T08:47:10","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/user-guide\/documents\/reminders-about-documents-and-files\/"},"modified":"2026-05-13T10:47:18","modified_gmt":"2026-05-13T08:47:18","slug":"reminders-about-documents-and-files","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/documents\/reminders-about-documents-and-files\/","title":{"rendered":"Reminders about documents and files"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Reminders allow you to be notified on a predefined date.<\/p>\n<\/blockquote>\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>A reminder is associated with a folder or document. This makes it an ideal tool for managing recurring or auto-renewing contracts and subscriptions.<\/p>\n<\/blockquote>\n\n<h1 class=\"wp-block-heading\" id=\"Rappelssurlesdocumentsetdossiers-Cr&#xE9;erunrappel\">Create a reminder<\/h1>\n\n<p>A reminder is created using the menu on documents or folders.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/image-30-translated.png\" alt=\"\" class=\"wp-image-16380\"\/><\/figure>\n\n<p>In both cases, the reminder creation form contains the following fields:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Recall date<\/li>\n\n\n\n<li>Reminder time<\/li>\n\n\n\n<li>A possible recurrence<\/li>\n\n\n\n<li>A follow-up message that will be displayed in the reminder<\/li>\n<\/ul>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356464-translated.jpg\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Rappelssurlesdocumentsetdossiers-&#xC9;diterousupprimerunrappel\">Edit or delete a reminder<\/h1>\n\n<p>To edit a reminder, click on your profile picture and select &#8220;<strong>Manage my reminders<\/strong>&#8221; from the drop-down menu.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356465-translated.jpg\" alt=\"\"\/><\/figure>\n\n<p>A screen then allows you to view all your reminders.<\/p>\n\n<p>To delete or edit a reminder, simply click on the corresponding icons in the &#8220;<strong>Actions<\/strong>&#8221; column.<\/p>\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273356466-translated.jpg\" alt=\"\"\/><\/figure>\n\n<h1 class=\"wp-block-heading\" id=\"Rappelssurlesdocumentsetdossiers-Notificationdesrappels\">Notification of recalls<\/h1>\n\n<p>When a callback is triggered by Open Bee\u2122 Portal, the user is notified:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>In the dashboard: &#8220;<strong>Reminder<\/strong>&#8221; tile<img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907714-translated.jpg\"\/><\/li>\n\n\n\n<li>By email, if the user has enabled the email notification function in their preferences.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Reminders allow you to be notified on a predefined date. A reminder is associated with a folder or document. This makes it an ideal tool for managing recurring or auto-renewing contracts and subscriptions. Create a reminder A reminder is created using the menu on documents or folders. In both cases, the reminder creation form contains [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":20169,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20205","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20205"}],"version-history":[{"count":4,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20205\/revisions"}],"predecessor-version":[{"id":29272,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20205\/revisions\/29272"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20169"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}