Can I delay a Recall sending until the due date?

Yes you can delay a Recall to send on its due date.

To change the Recall send date from the default 14 days, follow the steps below:

 

  1. Log in to the HotDoc Dashboard here using your HotDoc login.
  2. Click on the Recalls icon in the menu on the left of the screen: Recalls_1.png
  3. Click on the Template Groups icon: Recalls_2.png
  4. Search for the Recall you would like to edit in the search bar in the top left:Recalls_3.png 
  5. Click the green clip board and pencil button next to the template name: Recalls_4.png
  6. Click the box next to Delay sending first SMN until due date to turn it green:Recalls_7.png
  7. Click on ‘Save Changes’:  Recalls_6.png

 

If you require assistance with this, please contact HotDoc: support@hotdoc.com.au

 

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