Renew Alert not only works, it is easy to use!
Download Reminders to Excel File
Download Reminders to Excel File
Download Reminders to Excel File
To download your reminders to your computer, follow these steps:
Access Active Reminders
Navigate to the User Menu and click on "Active Reminders". This will display your reminders in a list format.
Initiate the Download
At the top of the screen, click the "Download Spreadsheet" button.
Customize the Download
A screen labeled "Download" will appear. Key fields for the download will be pre-selected and highlighted.
To customize, you can add or remove fields as needed.
Complete the Download
Click "Continue", and the Excel file will be generated and saved to the "Downloads" folder on your computer.
How to add emails to a reminder
Download Reminders to Excel File
Download Reminders to Excel File
Step 1: Add Contacts
Click "Add Contact" at the top right of the screen to include additional recipients for the reminder email. You can add up to five email addresses, ensuring all relevant parties are notified.
Step 2: Use Contract Notes
The "Use Contract Notes" option (center of the screen) automatically populates the Reminder Notes field with the text from the previous page. This text will be included in the reminder email sent to your recipients.
Step 3: Set Reminder Period
The "Reminder Period" option (top left of the screen) lets you specify how many days before the expiration date the reminder email should be triggered. Set this based on how much lead time is needed to act on the reminder.
Step 4: Enable Calendar Invites
Check the "Send iCal" box (lower left side) to include calendar invitations with the reminder email. These invites will be sent to all contacts listed, helping recipients easily track the task in their calendars.
Step 5: Attach Supporting Files
Use the Attach Files option (lower left side) to include any relevant documents or files with the reminder email. This is especially useful for sharing permits, contracts, or other critical information.
How to use the Renew Alert Sage
Download Reminders to Excel File
How to synch to Outlook Calendar
Learn How the RenewAlert Sage Can Transform Your Business
This video introduces the RenewAlert Sage, a powerful tool designed to help our customers streamline and enhance their business operations.
The Sage offers a wide range of capabilities, including:
- Training Resources: Access valuable information to train your team and optimize workflows.
- Drafting Reminder Text: Quickly generate professional and effective content for your reminders.
- Supplier Insights: Obtain detailed information and insights about suppliers to support better decision-making.
- Industry Best Practices: Discover proven strategies and recommendations tailored to your industry or specific reminder categories for managing tasks effectively.
Watch the video to see how the RenewAlert Sage can empower your organization with actionable insights and tools to boost productivity and efficiency.
How to synch to Outlook Calendar
How to synch to Outlook Calendar
How to synch to Outlook Calendar
Renew Alert offers calendar integration, allowing reminders to populate directly in your Outlook or Gmail calendar.
How to Enable Calendar Sync:
During the final step of setting up a new reminder, simply check the "Send iCal" box located in the lower-left corner of the reminder set up screen. This will ensure the reminder is added to your calendar (and anyone else who's email is assigned to the reminder).
Auto-Renew Reminders:
If your reminder is set to "Auto Renew", Renew Alert will automatically reset after completing its full email cycle. A new iCal request will be sent out for the next anniversary date, keeping your calendar up-to-date without any additional steps.
What is the Timeline View?
How to synch to Outlook Calendar
Where is the User Menu located?
Renew Alert's Timeline View offers a clear, color-coded snapshot of all pending tasks, arranged horizontally based on their end dates.
Quick Insights: Hover your mouse over any reminder to see a concise summary of the task.
Detailed Information: Click on a task to access additional details, ensuring you have all the information you need at your fingertips.
This intuitive layout helps you manage deadlines efficiently and prioritize tasks with ease.
Where is the User Menu located?
How to synch to Outlook Calendar
Where is the User Menu located?
The Renew Alert User Menu is conveniently located on the left-hand side of the screen, providing easy access to key features and tools.
Create New Reminders: Quickly set up new tasks or reminders to stay on top of deadlines.
Explore Key Features: Navigate seamlessly between the Timeline, Dashboard, and a detailed Reminder List.
Organized Viewing: The Reminder List allows you to sort and manage your tasks effortlessly, ensuring a streamlined workflow.
With the user-friendly menu, everything you need is just a click away.
Innovative solutions for our customers
Integrate with Monday.com
Sagevana Custom A.I. Integration
Titan-8 IT Asset Management
Does your company use Monday.com? Renew Alert can integrate directly with your workflow for enhanced efficiency.
Our team can collaborate with your IT department to route specific reminders, or all reminders, from Renew Alert to designated boards or users in Monday.com. This ensures tasks and deadlines are seamlessly assigned and managed within your existing workflow.
Simplify task tracking and enhance team collaboration with this powerful integration.
Titan-8 IT Asset Management
Sagevana Custom A.I. Integration
Titan-8 IT Asset Management
Manage Your IT Assets with Titan-8
Titan-8 is a cutting-edge IT Asset Management platform designed to help you seamlessly track and manage all your IT assets in one place.
With Titan-8, you can easily monitor a wide range of assets, including:
- Copiers and printers
- Computers and servers
- Phones, tablets, and monitors
- Software subscriptions and builds on each device
Our platform also integrates essential services, enabling users to:
- Enter meter reads
- Request service calls
- Schedule relocations (including storage and end-of-lease returns)
- Manage hard drive services securely
For more information on how Titan-8 can optimize your IT asset management, visit www.titan-8.net.
Sagevana Custom A.I. Integration
Sagevana Custom A.I. Integration
Sagevana Custom A.I. Integration
Transform Your Organization with Sagevana’s Custom AI Chatbots
At Sagevana, we specialize in creating custom AI chatbots, known as Sages, tailored to meet the unique needs of your organization.
Our Sages are fully customizable to provide specific, accurate data to various departments, ensuring your employees have a single, reliable source for the answers they need. By integrating seamlessly with your company’s processes and policies, Sagevana delivers a user-friendly AI experience that aligns perfectly with your daily operations.
The benefits of implementing Sagevana’s solutions include:
- Enhanced Customer Satisfaction: Faster and more accurate responses to customer inquiries.
- Improved Employee Retention: Streamlined workflows and reduced frustration for your team.
- Increased Profitability: Greater operational efficiency and better resource allocation.
Experience the Sagevana difference and take your organization to the next level. Visit us today at www.sagevana.com.