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Email reminders

When you need to request documents from internal or external parties every month, such as a bank statement, a vendor invoice, or a schedule from another team, CloseCore can send the reminder emails for you automatically.

Creating an email reminder​

You can attach one or more email reminders to any checklist item. To create one, go to the Folders or Checklist page and click the Reminder icon on the checklist item.

You'll specify:

  • the recipient(s),
  • the message, and
  • the day each month the reminder should be sent.

CloseCore then sends the reminder on that day every month, so you don't have to chase the same documents by hand each close.

Good to know​

  • Email reminders roll forward automatically with your checklist each month. See Rolling forward.
  • Pair reminders with the checklist item that tracks the deliverable, so the request and the work stay together.