Creating Document Reminders

  1. To create a reminder press the reminders button from any document card, incoming mail card, or outgoing mail card (see figure 7.2).

    Figure 7.2: Reminder Button
    Image reminder_button

  2. In the reminder window (see figure 7.3):

    Figure 7.3: Reminder Window
    Image reminder_window

    1. Press the '...' button and select a reminder date by double clickingthe due date you desire (see figure 7.4).

      Figure 7.4: Calendar
      Image calendar

    2. Enter a reminder description.
    3. Select the 'Add to Outlook Task List' check box to create a record of this reminder in your Outlook Tasks folder.

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