User Guide & Documentation

Everything you need to know about managing deadlines and critical dates in RemindMe.

Dashboard

The Dashboard is your command center. Quickly see what's overdue, what's coming up in 7 days, and recent activity. Use the quick action buttons to add dates or import data immediately.

Registry & Date Details

Critical Dates Registry

View your entire list of deadlines. You can search by name or filter by category (like Contracts or Compliance). Status Badges show Red for Overdue, Green for Completed, and Blue/Yellow for Upcoming.

Date Details

Click any row in the registry to view full details of a critical date, including responsible parties, attached documents, and a history of notifications sent for that item.

Adding & Importing Dates

Adding Manually

Use the "Add Critical Date" form to manually input a deadline. Provide a name, date, responsible email, and upload related documents (like PDFs or scanned leases) directly to the record.

Bulk Imports

  • CSV Import: Download our template, fill it out, and upload it to add dozens of dates at once.
  • Google Sheets: Connect your Google account and sync a specific spreadsheet to keep your registry updated automatically.

Alerts & Notifications

Notification Rules

Set the schedule. Tell the system to send alerts 30, 60, or 90 days before a deadline hits.

Templates & Placeholders

Customize your emails using our rich text editor. Use dynamic placeholders like {{item_name}}, {{critical_date}}, and {{responsible_person}} to keep messages personal and contextual.

Notification History

See exactly who received an email, when it was sent, and if it was successful via the History log.

Administration

User Management

Invite team members via email and assign roles (Org Admin, Org User). Watch your seat limit based on your plan.

Settings & Branding

Make the app yours. Upload your company logo, choose a brand color, and configure timezone. Branding appears on emails and PDFs.

Billing & Audit

Manage your subscription via the Billing Dashboard. Review the Audit Logs to see system activity and security events.

Reports

Visualize your compliance health with Doughnut and Bar charts. Click the "Download PDF" button to generate a clean summary for your team meetings based on date ranges and categories.