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# Document Reminders

# ⏰ **Document Reminders**  
> **"Never miss a review or follow-up."**  
> *Stay on top of deadlines with one-time or recurring reminders.*  

Document reminders let you notify yourself or other Brainframe users about a specific document on a chosen date. You can also configure **recurring reminders** (e.g., for periodic supplier reviews).   

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## 1️⃣ Open the Reminder Tab  
Start by navigating to the **Reminder tab** of the document.  

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/2_1u4f0or.png =842xauto)

## ① Select Users to Notify  
Choose one or more **workspace users** who should receive the reminder.  

## ② Configure When the Reminder is Sent  
You can choose from different scheduling options:  

* **Selected date below** → Send on a specific date.  
* **Send immediately** → Trigger the reminder right away.  
* **1, 3, 6, or 12 months from today** → Predefined quick options.  
* **Recurring reminder** → Set a daily, monthly, or yearly cycle.  

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-07-at-16254_1ild1da.png =513xauto)
## ③ Set the Reminder Date  
Define the **exact date** of the first reminder.  

## ④ Optional – Create a Task Automatically  
Enable the checkbox to automatically create a **task** in the [task manager](https://docs.brainframe.com/en/article/task-management-1kz2hrb/) for the selected users.  
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![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-07-at-16263_cnl4ue.png =443xauto)
| 📌 If no workbench checklist planning is configured, the next reminder date will appear as the deadline in the Workbench view.  

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## 2️⃣ Best Practices  
* 🔄 **Use recurring reminders** for supplier reviews, audits, or policy updates.  
* 🚨 **Notify more than one user** to avoid single points of failure.  
* 📅 **Align reminders with compliance deadlines** to stay audit-ready.  
* 📝 **Pair reminders with automatic tasks** for accountability tracking.  

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## 🎯 Visual Checklist  
* [x] Reminder tab opened  
* [x] Users selected for notification  
* [x] Date configured  
* [ ] Recurrence set for ongoing reviews  
* [ ] Automatic task creation enabled if needed