Notifications

Infera can automatically remind your clients to upload their documents before a document request is due — and let them know when it's overdue.

How Notifications Work

Notification settings are configured per firm and apply to all matters by default. They control the reminder emails sent to a party when one of their document requests is approaching its due date.

A request sends reminders when all of the following are true:

• Notifications are enabled for the firm
• The document request has a due date
• The party you're requesting from has an email address on file

Reminders are scheduled at the moment a document request is created with a due date. If you change your firm's settings later, existing scheduled reminders continue with the settings they were created under.

Configuring Notifications

1. Click Settings in the firm sidebar
2. Open the Notifications tab

Enable Notifications

Use the Enable Notifications toggle to turn all document request reminders on or off for the firm.

Reminder Schedule

Add one or more reminders, each defined by how many days before the due date it should be sent. For example, reminders at 7, 3, and 1 days before the due date will nudge the client three times as the deadline approaches.

• Click + Add Reminder to add a reminder
• Set Days Before Due Date for each
• Choose the delivery type (Email, or SMS if enabled)
• Click Remove to delete a reminder

SMS Notifications

Toggle SMS Notifications to allow reminders to be sent by text message in addition to email. When SMS is disabled, all reminders are sent by email.

Overdue Notifications

Turn on Overdue Notifications to notify the party after a due date has passed. Set Days After Due Date to control when the overdue notice is sent (for example, 1 day after).

Saving

Click Save Settings to apply your changes.

What the Client Receives

When a reminder fires, the party receives an email (or text) prompting them to upload the documents you've requested, with a link to their secure upload page. As they upload, the request's checklist updates automatically — see Document Requests.

Tips

• Set a due date - Reminders only schedule for requests that have a due date
• Confirm the party's email - A party with no email on file won't receive reminders
• Don't over-remind - A few well-spaced reminders are usually more effective than many
• Use overdue notices sparingly - A single overdue reminder is often enough to prompt action