1. Cover

2. Introduction

The Reminders module helps automate notifications for important case activities and deadlines, enabling timely actions and improving overall case management. * click the image to view enlarged

3. Accessing Reminders

From the Dashboard, navigate to the Administration section.select Settings, then from the left-hand menu, click on Reminders.The Reminder Configuration page will open. * click the image to view enlarged

4. Reminders Overview

On the left-hand side, youu2019ll find different reminder categories such as Beneficiary or Applicant, H-1B Visas, PERM, and more.Selecting a category will display configured reminders on the right-hand side. * click the image to view enlarged

5. Configuring Reminders

ImmiBox provides the default reminder settings based on common industry practices, helping you get started quickly without manual setup.You can easily customize these settings by updating: Reminder frequency, Number of reminders, Recipient details.Within each category, you can define reminder intervals in days based on specific events.Use the u201cPlus Moreu201d option to add additional reminder intervals as needed.This will allow ImmiBox to send multiple reminders for the same activity.While configuring the reminders, you can choose the recipients who should receive reminder notifications.The recipients can be more than one depending on the nature of the reminder. * click the image to view enlarged

6. Global Status Reminder

ImmiBox also helps manage Beneficiaryu2019s Visa or Status of other countries they may have. Please review a separate article on how to manage u2018Global Statusu2019 from the link below.You can configure these reminders by selecting the country and defining the number of days prior to the expiry. Once configured, the reminder settings will automatically apply to all Beneficiaries associated with that specific country and global status. * click the image to view enlarged

7. Save Edit Reminder

You can add, modify, or remove reminder intervals at any time.u00a0After making changes, click Update to save the configuration.u00a0Once configured, reminders are automatically triggered based on the defined conditions. * click the image to view enlarged

8. Conclusion

Reminder automation helps streamline follow-ups and ensures that important tasks and deadlines are never missed. * click the image to view enlarged

9. Ending