Reminder Workflow

Send a reminder from the Invites module
  1. Login to Progeny Web.
  2. Go to Invites module.
  3. Select the checkbox next to the questionnaire in which you need to send a reminder.
  4. Find the individual in the box below who needs a reminder.
  5. Click the Actions menu to the left of the individual name and select Send Reminder.
  6. Then, make any edits to the reminder email if desired and click Send a Reminder.
  7. Click Close to close the confirmation message.

View Video: Send Reminders

Updated on April 10, 2018

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