How to delay a Recall sending until the due date

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

  1. Log in to your HotDoc Dashboard and navigate to Recalls > Template Groups

  2. Either search for the template using the search box or locate the template directly from the list

  3. Click 'Edit Template'

  4. Check the box at the bottom of the template: 'Delay sending first SMN until the due date'

  5. Click ‘Save Changes’

  6. To switch this feature off, simply uncheck the box and hit 'Save'


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