Selecting Lists and Types > Forms > Automatic Signature Reminders from the side menu will open a page showing any templates that have already been set up.
For each automation, the Name and Type are shown.
Filtering the Automation List
The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Number of Records Displayed
Exporting the Automation List
Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Creating a New Automation
To set up a new communication automation, select Create. This will open a window where you can enter the following details:
Schedule Type – Here you can specify the schedule for reminder emails. The following schedule types are available:
Days of the Week – With this option, you can use the tickboxes to choose which days of the week you want the automation to run.
Days of the Month – With this option, you can use the tickboxes to choose which months of the year and which days of each selected month you want the automation to run.
Maximum Attempts – Here you can set a maximum number of reminders to be sent for a single recipient.
Created By – Here you can restrict the automation to forms created by a specific PICS user.
Form Template – Here you can restrict the automation to forms based on a specific WebForm template. Choosing a template from the drop-down menu will add it to the field. You can add multiple templates to the field and remove any added ones by selecting the X icon.
Form Types– Here you can restrict the automation to forms of specific types. Choosing a type from the drop-down menu will add it to the field. You can add multiple types to the field and remove any added ones by selecting the X icon.
Owner – Here you can restrict the automation to forms with a specific owner.
Once you have set up your filters, select Save to add the automation. It will then begin to run at 5am on the next valid date.
Selecting … by an automation will show the following options:
Edit – This will open the window explained above for you to edit any details entered when creating the automation.
Delete – You will be prompted to confirm before the automation is deleted.