The email will also contain a link to the document record. Hard code a person or distribution address into Reminder such as a subject and message – remember you can include details from the document library such as and and any other metadata fields from the list.Add a “Owner” field as a Person or Group field into the document library and set Reminder to send to that.Use the Modified By column (the last person to edit the document).Tip – you don’t have to use the Created By column (who is the first person to upload the document) you could use The location is not important as long as it’s in the same site.Īdd a new web part to the page (Insert > Web Part > Miscellaneous > Reminder)Įdit the web part and in the toolpane (the settings on the right) configure it like this :- Set the watch list to Documents (or whatever your document library or list is called) (These screenshots are from SharePoint 2013 but Reminder can work with any on-premises version of SharePoint and if you’re using SharePoint Online / Office 365 then you can use our Reminder 365 product).Ĭreate a new wiki page (or web part page if you’re using SharePoint 2007) somewhere in the same site. Start with a standard SharePoint Document Library (or even a normal list with document attachments). In this simple example we’re just going to send out an email to an author if a document hasn’t been updated in a year. Scenario 1 – Email to author asking for a document to be reviewed once per year. Reminder can help with this and many other scenarios requiring you to setup email alerts to be sent on certain dates – and it’s much easier than working with workflow. Perhaps you’ve got policies that need to be checked for accuracy at least once per year. Perhaps you’ve got contracts that will expire at a certain time and need to be renewed. I am going to walk through an example showing how you can use our SharePoint Reminder software to send out date based email alerts reminding authors to review and update old documents. Warning– Once you’ve upgraded to v1.9.6 or above you can’t rollback to a version older than 1.9.6. To upgrade simply download and install the latest trial version – your license key will be picked up during the upgrade and all your settings will be saved. A correction to an error that occurred if you use List and View name with angle brackets in the title. ![]() Configurable Web Part processing timeouts (for large lists).Reduced storage requirements for state data to support large lists.Improved compatibility with custom master pages or other controls that use jQuery and the ability stop reminder including jQuery on a page that already has it.Controversially Google removed a feature (showModalDialog) that has been included in most browsers since 1994 and is still part of the latest HTML5 specification. The main change in this version is to make it compatible with Google Chrome v37. A new version (1.9.6) of Reminder for SharePoint which enables date based email Alerts is available.
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